COPT DEFENSE PROPERTIES SEC 10-K Report
COPT Defense Properties, a REIT focusing on properties near U.S. Government defense installations, has released its 2025 Form 10-K report. The report details robust financial performance with increased revenues and net income, strategic expansion in its Defense/IT Portfolio, and successful capital management initiatives. Key challenges include economic conditions, tenant concentration, and government spending fluctuations.
Essex Property Rewards Investors With Another Annual Dividend Hike
Essex Property Trust (ESS) has announced its 32nd consecutive annual dividend increase, with a 0.8% hike in its annual cash dividend to $2.59 per share for the first quarter of 2026. This results in an annualized yield of 4.07%. The company's strong fundamentals, focus on West Coast markets, and operational discipline support its consistent dividend payouts, despite concerns about its Zacks Rank #4 (Sell) rating. Other REITs like Prologis, American Homes 4 Rent, and Equinix have also recently increased their dividends.
Essex Property Rewards Investors With Another Annual Dividend Hike
Essex Property Trust (ESS) has announced a 0.8% hike in its annual cash dividend, marking its 32nd consecutive annual increase. This strong dividend history is supported by the company's high-quality apartment portfolio, focus on West Coast markets, and solid financial performance, including increased FFO and total revenues in Q4 2025. Other REITs like Prologis, American Homes 4 Rent, and Equinix have also recently raised their dividends, highlighting a trend of rewarding shareholders in the sector.
Essex Property Rewards Investors With Another Annual Dividend Hike
Essex Property Trust (ESS) has announced its 32nd consecutive annual dividend increase, with a 0.8% hike in its annual cash dividend to $2.59 per share for the first quarter. This increase results in an annualized yield of 4.07% and is supported by its strong apartment portfolio, West Coast market concentration, and solid financial performance including a 5.5% increase in total revenues in Q4 2025. Other REITs like Prologis, American Homes 4 Rent, and Equinix have also recently raised their dividends.
Active REIT ETF Surges 10% as Sector Stages Comeback
The ALPS Active REIT ETF (REIT) has surged 10.4% year-to-date through mid-February, signaling a significant comeback for real estate investment trusts after a lagging performance in 2025. This resurgence is attributed to a reset in property values, changing market conditions, and a decline in new construction, leading to increased pricing power for existing landlords. Actively managed funds like REIT are positioned to capitalize on this recovery by focusing on high-demand sectors such as data centers and healthcare, while minimizing exposure to troubled areas like office properties.
Should you buy Equinix (EQIX) after golden cross?
This article analyzes whether investors should consider buying Equinix (EQIX) following a "golden cross" technical indicator. The golden cross typically suggests a potential upward trend in a stock's price.
Should You Buy Equinix (EQIX) After Golden Cross?
Equinix (EQIX) is showing bullish technical signs with its 50-day simple moving average crossing above its 200-day simple moving average, a "golden cross" event. This, combined with a Zacks Rank #2 (Buy) and positive earnings estimate revisions, suggests the stock could be poised for further gains. Investors are advised to monitor EQIX for a potential breakout.
Active REIT ETF Surges 10% as Sector Stages Comeback
The ALPS Active REIT ETF (REIT) has seen a significant 10.4% surge year-to-date through mid-February 2026, marking a strong comeback for the real estate investment trust sector. This recovery is attributed to a reset in property values, a decline in new construction, and institutional investors rotating towards income-producing real assets. The actively managed REIT fund is strategically positioned to benefit from these trends, focusing on high-demand areas like data centers and healthcare while largely avoiding distressed office properties.
Equinix files pricing term sheet for offering of $700 million 4.400% senior notes due 2031
Equinix, Inc. has filed a pricing term sheet for an offering of $700 million in 4.400% senior notes due in 2031. The company, a leading operator of data processing centers, also recently saw insider share sales worth significant amounts. Analysts have adjusted price targets for Equinix, with most maintaining a 'Buy' or 'Sector Outperform' rating.
BNP PARIBAS ASSET MANAGEMENT Holding S.A. Purchases 41,887 Shares of Equinix, Inc. $EQIX
BNP PARIBAS ASSET MANAGEMENT Holding S.A. increased its stake in Equinix, Inc. (NASDAQ:EQIX) by 71.1% in the third quarter, acquiring an additional 41,887 shares. Other institutional investors like Sumitomo Mitsui Trust Group Inc. and JPMorgan Chase & Co. also significantly boosted their holdings. The report highlights Equinix's stock performance, recent dividend increase, and mixed analyst sentiment regarding its valuation despite strong bookings and AI tailwinds.
Equinix’s chief legal officer Pletcher sells $774k in stock By Investing.com
Equinix's Chief Legal Officer, Kurt Pletcher, sold 813 shares of common stock for approximately $774,048 on February 18, 2026, with the shares trading near their 52-week high. Concurrently, Pletcher acquired shares through the exercise of restricted stock units. The company has demonstrated strong performance, including nine consecutive years of dividend increases and record bookings in Q4 2025, driven by AI-related demand, with analysts maintaining positive ratings and increased price targets.
Equinix’s chief legal officer Pletcher sells $774k in stock
Equinix's Chief Legal Officer, Kurt Pletcher, sold 813 shares of common stock for approximately $774,048, with the stock trading near its 52-week high and showing a strong year-to-date return. This transaction happened after Pletcher also acquired shares through the exercise of restricted stock units. The company recently reported strong Q4 2025 earnings driven by AI workloads and raised its dividend for the ninth consecutive year, leading to positive analyst responses.
Equinix Inc files for offering of up to $800 million 4.700% senior notes due 2033
Equinix Inc. has filed an offering for up to $800 million in 4.700% senior notes due in 2033. This follows a previous filing for $700 million in 4.400% senior notes due in 2031. The company, a leading data center operator, continues to expand its financial activities.
CTO Realty Growth (CTO) Exceeds Q4 Expectations with Strong Revenue
CTO Realty Growth (CTO) reported a strong fourth quarter, with FFO of $0.49 per share and revenue of $38.34 million, both exceeding analyst expectations. The company projects Core FFO per Common Share for 2026 to be between $1.98 and $2.03. While demonstrating solid revenue growth and strong liquidity, CTO faces challenges with a negative net margin and significant leverage, alongside sector-specific risks.
Equinix: Strong Bookings Momentum And AI Tailwinds, But The Stock Is Overvalued
Equinix (EQIX) demonstrated strong FY'25 growth and increased its 2026 guidance, despite missing Q4 revenue and earnings expectations. The company is experiencing record bookings and interconnection revenue, driven by AI demand, with targets of 9-10% revenue and 9-11% AFFO growth for 2026. However, its valuation at 24-30x FFO is significantly higher than peers, leading to a "sell" rating due to limited near-term upside and increased risk.
Claros Mortgage Trust Reports Fourth Quarter GAAP Loss on Increased Credit Reserves
Claros Mortgage Trust (CMTG) reported a GAAP net loss of $219.2 million for Q4 2025, primarily due to a significant $211.7 million provision for loan losses, which reduced book value per share. Despite this, the company achieved $2.5 billion in loan resolutions for the full year and is focusing on deleveraging and resolving its high-risk watchlist loan portfolio. The portfolio remains concentrated in multifamily and hospitality assets, with significant exposure in the West and Northeast U.S.
REITs Set for a 2026 Rebound? 7 Top Picks as Rate Cuts Approach
Real Estate Investment Trusts (REITs), which underperformed in 2024 and 2025 due to rising interest rates, are poised for a significant rebound in 2026 as rate cuts approach. Brad Thomas of Wide Moat Research recommends seven REITs, including stable operators like Realty Income, Equinix, and Public Storage, and higher-risk, high-potential options such as Americold Realty Trust and Healthpeak Properties with specific catalysts for growth. This shift presents an opportunity for investors to position themselves early before valuations increase.
12 Best Data Storage Stocks to Buy Right Now
This article identifies top data storage stocks for investment, focusing on Hewlett Packard Enterprise (HPE) as one example. It highlights HPE's strong financial performance, including a 14% year-over-year revenue growth, significant AI system orders, and expanding operating margins. Despite a lowered price target from Morgan Stanley due to industry caution, the company's commitment to shareholder returns and successful integration of Juniper Networks position it for sustained growth.
Cornerstone Advisors LLC Sells 1,400 Shares of Equinix, Inc. $EQIX
Cornerstone Advisors LLC reduced its stake in Equinix, Inc. (NASDAQ:EQIX) by 36.8%, selling 1,400 shares and ending the quarter with 2,400 shares valued at approximately $1.88 million. Equinix reported an EPS of $8.91 and revenue of $2.42 billion, missing quarterly estimates, but analysts maintain a "Moderate Buy" rating with a consensus price target of $1,001. The company recently increased its quarterly dividend to $5.16 per share, despite a high payout ratio, and insiders have sold shares totaling about $11.3 million over the past 90 days.
Presima Securities ULC Sells 10,286 Shares of Equinix, Inc. $EQIX
Presima Securities ULC reduced its stake in Equinix, Inc. (NASDAQ:EQIX) by 19.7% in the third quarter, selling 10,286 shares and owning 41,826 shares valued at $32.76 million. Other institutional investors also adjusted their positions, with 94.94% of Equinix stock owned by institutions. The article also details recent insider stock sales, analyst ratings that give Equinix a "Moderate Buy" consensus, and financial performance data, including a recently increased quarterly dividend.
IYR, PLD, EQIX, SPG: Large Inflows Detected at ETF
The iShares U.S. Real Estate ETF (IYR) has seen significant inflows, with an approximate $325.0 million increase in outstanding units week over week. This 9.0% rise in units suggests strong investor interest. While IYR experienced these inflows, its largest underlying components, Prologis Inc (PLD), Equinix Inc (EQIX), and Simon Property Group, Inc. (SPG), saw slight dips in trading.
Equinix signs 120MW solar PPA in Japan with Eneos Renewable
Equinix has signed a 15-year Power Purchase Agreement (PPA) for 121MW of solar power with Eneos Renewable Energy Corp in Japan, its second such deal in the country. This agreement, sourcing from the Sanda Mega Solar Power Plant, is the largest single-unit vPPA by a data center provider in Japan and will help Equinix meet its 100% renewable energy goal for its Japanese data centers. The company continues to expand its presence in Japan, including new hyperscale facilities in Osaka and Tokyo.
Equinix (EQIX): Analysts See Strong Momentum Ahead
Analysts from TD Cowen and Stifel have increased their price targets for Equinix (EQIX), citing strong momentum and an optimistic outlook for the company's revenue and operations. Both firms highlighted Equinix's potential for significant growth, driven by effective OpEx/capex management, robust demand, and improved conversion rates in its sales pipeline. Equinix, a real estate investment company specializing in global data centers, is seen as well-positioned to capitalize on these trends.
Equinix signs data center solar deal with ENEOS
Equinix has signed a 15-year virtual power purchase agreement (vPPA) with ENEOS Renewable Energy Corporation to power its Japanese data centers with renewable energy. This agreement secures 121 MW from the Sanda Mega Solar Power Plant, making it the largest vPPA in the Japanese data center sector. The deal aligns with Equinix's goal to achieve 100 percent renewable energy for its operations in Japan and supports the nation's energy transition.
Colocation at Equinix
Equinix Colocation offers scalable hybrid infrastructure solutions by providing mission-critical data center capacity at key interconnection crossroads. It allows businesses to build adaptable networks, gain edge access, and enable cloud services efficiently. The Equinix Difference emphasizes architectural expertise, proximity benefits, access to a rich data ecosystem, agile on-demand services, and industry-leading data center excellence and sustainability.
Equinix Announces Planned Transition of Chief Sales Officer
Equinix (EQIX) announced that its Chief Sales Officer, Mike Campbell, will retire on March 31, 2026, and transition into a Special Advisor role until March 5, 2027. This arrangement aims to ensure continuity in customer and revenue strategy during the leadership change. Analysts currently rate EQIX stock as a Buy, with TipRanks' AI Analyst Spark also giving it an Outperform rating due to strong fundamentals, though noting high valuation and potential near-term volatility.
Equinix (EQIX) Announces Transition of Chief Sales Officer
Equinix (EQIX) has announced that its Chief Sales Officer, Mike Campbell, will retire on March 31, 2026, and transition into a part-time Special Advisor role until March 5, 2027. During this transition period, Campbell will assist with duties and provide strategic advice to the Chief Customer and Revenue Officer, receiving an annual base salary of $150,000 without bonus eligibility. This change in leadership structure is expected to draw investor attention regarding its impact on the company's operations and market performance.
Morgan Stanley Positive on Cipher Mining (CIFR) Data Center Potential
Morgan Stanley initiated coverage on Cipher Mining (CIFR) with an Overweight rating and a $38 price target, emphasizing the potential for Bitcoin companies with established data centers to attract infrastructure investors seeking stable cash flows. While comparing CIFR's model to data center REITs, Morgan Stanley noted that Bitcoin companies' data centers might not achieve the same multiples due to limited growth potential and suggested they should be owned by REIT-like investors for their contracted cash flows. The article also suggests that certain AI stocks offer greater upside and less risk than CIFR.
Equinix Nigeria And Japan Moves Test Market View On Valuation
Equinix is expanding its global footprint with a $100 million investment initiative in Nigeria's data center sector and a partnership with Trafficmind.com in Osaka, Japan. These strategic moves aim to capitalize on growing demand for data centers and interconnection in Africa and Asia-Pacific. While the stock has shown strong recent momentum and is trading about 6% below analyst targets and 30.3% below Simply Wall St's fair value estimate, investors should consider the company's high debt level as a potential risk.
Seadrill Ltd stock hits 52-week high at 43.67 USD
Seadrill Ltd (SDRL) stock has reached a new 52-week high of $43.67, driven by strong performance including a 45.5% price return over six months. Despite its premium valuation and analysts forecasting negative earnings for fiscal year 2025, the company recently secured new drilling contracts worth $235 million, extending its backlog. BTIG also raised its price target for Seadrill from $33 to $40, maintaining a Buy rating.
Raymond James Initiates Coverage on Bristow Group With Outperform Rating, $60 Price Target
Raymond James has initiated coverage on Bristow Group (NYSE: VTOL) with an Outperform rating and a price target of $60.00. This news highlights analyst confidence in the vertical flight solutions provider, which specializes in aviation services for offshore energy and government entities. The company recently announced the closing of a $500 million senior secured notes offering and an extension of its ABL facility, indicating ongoing financial activity and strategic moves.
Glenview Trust Co Trims Stake in Prologis, Inc. $PLD
Glenview Trust Co significantly reduced its stake in Prologis, Inc. (NYSE:PLD) by 38.9% in Q3, selling 12,845 shares and holding 20,192 shares valued at $2.312 million. Despite this, other institutional investors increased their positions in the real estate investment trust. Prologis raised its quarterly dividend to $1.07, and reported strong Q4 results with EPS meeting estimates and revenue exceeding expectations, setting a positive FY2026 guidance.
NEOS Investment Management LLC Has $14.71 Million Stock Holdings in Equinix, Inc. $EQIX
NEOS Investment Management LLC significantly increased its stake in Equinix, Inc. (NASDAQ:EQIX) by 62.1% during the third quarter, bringing its total holdings to $14.71 million. Despite a slight miss on Q3 earnings and revenue estimates, Equinix raised its quarterly dividend. The company maintains a "Moderate Buy" consensus rating from analysts, with several firms raising their price targets.
Equinix Lagos Data Center Investment Tied To Valuation And Momentum
Equinix is investing $22 million in a new LG3 data center in Lagos, Nigeria, as part of its strategy to expand its presence in Africa and meet the growing demand for digital infrastructure. The investment comes amidst strong long-term stock performance for Equinix, with the company's shares trading below analyst targets and an estimated fair value, showing strong recent momentum. This expansion aims to enhance customer reach in African markets, though investors should monitor revenue trends and the company's debt levels as the project ramps up.
North America Data Center Report Year-end 2025
The North America Data Center Report Year-end 2025 highlights a persistent 1% vacancy rate, indicating strong demand despite record construction levels. A significant 64% of new capacity is being built in "frontier markets" like West Texas and Ohio, driven by energy availability and business-friendly environments. The sector also shows increasing sophistication in investment structures, exemplified by the $30 billion joint venture between Blue Owl and Meta.
XLRE Trails the S&P 500 by 5% Despite Lower Interest Rates That Were Supposed To Help
The Real Estate Select Sector SPDR Fund (XLRE) has underperformed the S&P 500 by 5% over the past year, returning 6.52% compared to the S&P 500's 11.81%. Despite recent drops in interest rates that typically benefit real estate, XLRE's concentrated portfolio in healthcare, industrial logistics, and digital infrastructure REITs, like Welltower, Prologis, Equinix, and American Tower, has been disproportionately affected by past rising borrowing costs. The fund, however, offers a 3.44% yield and low fees, making it an income-focused diversifier for real estate exposure.
Equinix Rockets to $10 Billion Revenue Guidance as the "Inference Era" Takes Center Stage
Equinix, Inc. has announced a record $10 billion revenue outlook for 2026, marking a significant milestone for a data center REIT. This growth is attributed to the increasing demand for distributed networks supporting AI inference, driven by enterprises integrating real-time AI. The company's focus on "edge" deployments, advanced liquid cooling, and strategic positioning for interconnection has led to a surge in stock value and positive analyst outlook, highlighting a shift in the AI market from training to inference.
Data center sector enters hyperdrive as Texas prepares to dethrone Virginia as global leader
The North American data center industry is experiencing unprecedented growth, with record-low vacancy rates and a significant expansion into frontier markets such as Texas. This shift is driven by hyperscale and AI demand, leading to projections that Texas could surpass Virginia as the largest global data center market by 2030 due to abundant energy resources and land availability. The sector is also seeing accelerated rent growth, a surge in hyperscaler capital expenditures, and an evolving capital markets landscape, indicating strong maturation and investment in data infrastructure despite infrastructure constraints.
Skandinaviska Enskilda Banken AB publ Raises Stake in Equinix, Inc. $EQIX
Skandinaviska Enskilda Banken AB publ increased its stake in Equinix, Inc. by 37.2% during the third quarter, now owning 94,922 shares valued at approximately $74.3 million. Despite missing quarterly earnings and revenue estimates, Equinix announced a raised quarterly dividend and maintains a "Moderate Buy" consensus rating from Wall Street analysts with an average price target of $996.23. Institutional investors hold a significant portion of the company's stock, though recent insider activity shows some share sales.
JPMorgan Chase & Co. Purchases 588,967 Shares of Equinix, Inc. $EQIX
JPMorgan Chase & Co. increased its stake in Equinix (NASDAQ:EQIX) by 25.8% in Q3, purchasing 588,967 shares to own a total of 2,875,355 shares valued at $2.252 billion. This move comes despite Equinix missing quarterly earnings estimates, reporting an EPS of $8.91 against an expected $9.07 and revenue of $2.42 billion versus $2.46 billion. The company has also raised its quarterly dividend to $5.16, though its dividend payout ratio remains high at 136.44%.
Shell Asset Management Co. Sells 3,488 Shares of Equinix, Inc. $EQIX
Shell Asset Management Co. has reduced its stake in Equinix, Inc. (NASDAQ:EQIX) by 77.3%, selling 3,488 shares and retaining 1,022 shares valued at $800,000. This comes as Equinix missed quarterly earnings and revenue expectations but still raised its dividend. Institutional ownership remains high at around 95%, despite recent insider selling totaling over $11 million.
Japan ENEOS, Equinix ink 121 MW solar VPPA
ENEOS, a Japanese energy company, and Equinix, a global digital infrastructure company, have signed a Virtual Power Purchase Agreement (VPPA) for 121 MW of solar power. This agreement is focused on the Japanese market and contributes to corporate sustainability goals by securing renewable energy. The article was written by Lucas Morais.
Equinix Reinforces Responsible Operations in Japan with Landmark 15-Year PPA with ENEOS Renewable Energy
Equinix has signed a significant 15-year virtual power purchase agreement (vPPA) with ENEOS Renewable Energy Corporation in Japan. This agreement, the largest vPPA in the Japanese data center sector, will source 121MW of solar power from the Sanda Mega Solar Power Plant. This move underscores Equinix's commitment to achieving 100% renewable energy coverage for its Japanese data centers and supporting the growth of AI-ready digital infrastructure.
From Aerospace to AI: 3 Names Supercharging Dividends
Aerospace giant GE Aerospace, power chip company Monolithic Power Systems (MPWR), and data center REIT Equinix (EQIX) are significantly increasing their dividends, with hikes ranging from 10% to 31%. These increases are supported by strong business fundamentals, including surging orders for GE Aerospace, a higher growth outlook in MPWR's data center segment, and a rebound in bookings for Equinix, largely driven by AI deployments. These moves highlight accelerating dividend growth paired with improving business indicators across these sectors.
M&G PLC Acquires 2,221 Shares of Equinix, Inc. $EQIX
M&G PLC increased its stake in Equinix, Inc. by 0.7%, acquiring an additional 2,221 shares, bringing its total holding to 324,746 shares, representing approximately 1.3% of M&G's investment portfolio. Despite missing Q4 earnings and revenue estimates, Equinix's stock rose due to strong 2026 guidance driven by AI-related bookings, prompting several analysts to raise their price targets and re-rate the stock as "buy" or "overweight." The company also announced a 10% increase in its quarterly dividend to $5.16 per share, while institutional ownership remains high at 94.94%.
Rhumbline Advisers Sells 46,050 Shares of Rexford Industrial Realty, Inc. $REXR
Rhumbline Advisers reduced its stake in Rexford Industrial Realty by 6.3%, selling 46,050 shares and now holding 689,161 shares valued at approximately $28.33 million. This comes as CEO Michael S. Frankel also sold over 20,000 shares, and other institutional investors have adjusted their positions. Rexford recently increased its quarterly dividend to $0.435, despite a high payout ratio, and reported EPS that beat estimates, providing FY2026 guidance.
Hawesville smelter to become AI data center; community split on economic impact
A former aluminum smelter in Hawesville, Kentucky, has been sold to an affiliate of TeraWulf Inc. to be converted into an AI data center campus. While local leaders anticipate job creation and tax revenue, environmental groups and some community members express concerns about energy consumption, job quality, and the potential for increased energy costs for residents. The project highlights the ongoing transition from traditional manufacturing to digital infrastructure and the differing perspectives on its economic and social impact.
State of New Jersey Common Pension Fund D Increases Stock Position in Equinix, Inc. $EQIX
State of New Jersey Common Pension Fund D significantly increased its holdings in Equinix, Inc. (EQIX) by 2.1%, now owning 80,075 shares valued at over $62 million. This move coincides with strong full-year 2026 guidance from Equinix, driven by AI data-center demand, increased analyst price targets, and a 10% dividend hike. Despite institutional investor confidence, the company missed Q4 AFFO/FFO and revenue estimates, and faces potential legal uncertainty from a shareholder notice.
Coronation Fund Managers Ltd. Raises Stake in HDFC Bank Limited $HDB
Coronation Fund Managers Ltd. significantly increased its stake in HDFC Bank Limited by 139.8% during the third quarter, now owning 70,653 shares valued at over $2.4 million. Several other institutional investors like Robeco and C WorldWide also substantially boosted their positions, indicating strong institutional confidence in the bank, which now has approximately 17.61% institutional ownership. Despite some analysts moving towards a "Hold" rating, HDFC Bank recently surpassed quarterly EPS estimates and maintains a market capitalization near $165.7 billion.
Equinix, Inc. $EQIX Shares Sold by Atria Investments Inc
Atria Investments Inc reduced its stake in Equinix (NASDAQ:EQIX) by 32.9% in Q3, selling 2,689 shares and retaining 5,490 shares valued at approximately $4.3 million. Company insiders, including CEO Adaire Fox-Martin and EVP Raouf Abdel, also sold shares totaling $15.28 million in the last quarter. Despite missing Q4 FFO/revenue estimates, Equinix issued positive 2026 guidance, raised its dividend by 10%, and maintains a "Moderate Buy" consensus rating with an average analyst price target of $996.23, driven by anticipated AI data center demand.
