Alexandria Real Estate Equities, Inc. $ARE Shares Acquired by Federated Hermes Inc.

Federated Hermes Inc. lifted its holdings in shares of Alexandria Real Estate Equities, Inc. (NYSE:ARE) by 22.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 991,232 shares of the real estate investment trust’s stock after purchasing an additional 180,886 shares during the period. Federated Hermes Inc. owned about 0.57% of Alexandria Real Estate Equities worth $82,609,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in Alexandria Real Estate Equities by 102.4% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 23,245 shares of the real estate investment trust’s stock worth $2,184,000 after buying an additional 11,762 shares in the last quarter. NewEdge Advisors LLC increased its position in Alexandria Real Estate Equities by 4,261.1% during the 1st quarter. NewEdge Advisors LLC now owns 3,140 shares of the real estate investment trust’s stock worth $290,000 after purchasing an additional 3,068 shares in the last quarter. Empowered Funds LLC raised its stake in Alexandria Real Estate Equities by 4.8% in the 1st quarter. Empowered Funds LLC now owns 6,455 shares of the real estate investment trust’s stock valued at $597,000 after purchasing an additional 296 shares during the last quarter. Woodline Partners LP raised its stake in Alexandria Real Estate Equities by 39.9% in the 1st quarter. Woodline Partners LP now owns 13,015 shares of the real estate investment trust’s stock valued at $1,204,000 after purchasing an additional 3,714 shares during the last quarter. Finally, Focus Partners Wealth lifted its holdings in Alexandria Real Estate Equities by 171.5% in the 1st quarter. Focus Partners Wealth now owns 6,591 shares of the real estate investment trust’s stock valued at $610,000 after purchasing an additional 4,163 shares in the last quarter. 96.54% of the stock is currently owned by institutional investors and hedge funds.

Alexandria Real Estate Equities Trading Down 6.0%

Shares of ARE opened at $54.65 on Thursday. Alexandria Real Estate Equities, Inc. has a twelve month low of $44.10 and a twelve month high of $105.14. The firm has a market capitalization of $9.47 billion, a P/E ratio of -6.48, a price-to-earnings-growth ratio of 7.02 and a beta of 1.31. The company has a current ratio of 0.23, a quick ratio of 0.24 and a debt-to-equity ratio of 0.65. The stock’s fifty day simple moving average is $51.43 and its 200 day simple moving average is $66.90.

Alexandria Real Estate Equities (NYSE:ARE) last announced its quarterly earnings results on Monday, January 26th. The real estate investment trust reported $2.16 EPS for the quarter, topping the consensus estimate of $2.15 by $0.01. The company had revenue of $754.41 million during the quarter, compared to analyst estimates of $742.64 million. Alexandria Real Estate Equities had a negative return on equity of 6.82% and a negative net margin of 47.23%.The firm’s revenue was down 4.4% on a year-over-year basis. During the same period in the prior year, the firm posted $2.39 earnings per share. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS. On average, equities research analysts forecast that Alexandria Real Estate Equities, Inc. will post 9.32 earnings per share for the current year.

Alexandria Real Estate Equities announced that its Board of Directors has authorized a stock buyback program on Monday, December 8th that authorizes the company to repurchase $500.00 million in shares. This repurchase authorization authorizes the real estate investment trust to buy up to 6.4% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s board of directors believes its shares are undervalued.

Alexandria Real Estate Equities Cuts Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, January 15th. Stockholders of record on Wednesday, December 31st were paid a $0.72 dividend. This represents a $2.88 dividend on an annualized basis and a dividend yield of 5.3%. The ex-dividend date of this dividend was Wednesday, December 31st. Alexandria Real Estate Equities’s dividend payout ratio (DPR) is currently -116.60%.

Insider Buying and Selling at Alexandria Real Estate Equities

In other Alexandria Real Estate Equities news, Director Sheila K. Mcgrath bought 3,100 shares of Alexandria Real Estate Equities stock in a transaction that occurred on Wednesday, December 10th. The shares were acquired at an average price of $45.60 per share, for a total transaction of $141,360.00. Following the acquisition, the director owned 8,392 shares of the company’s stock, valued at $382,675.20. The trade was a 58.58% increase in their position. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 1.15% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on ARE. Zacks Research downgraded shares of Alexandria Real Estate Equities from a “hold” rating to a “strong sell” rating in a report on Thursday, November 6th. Citizens Jmp cut shares of Alexandria Real Estate Equities from an “outperform” rating to a “market perform” rating in a research note on Thursday, November 13th. Mizuho reduced their price target on Alexandria Real Estate Equities from $91.00 to $70.00 and set an “outperform” rating on the stock in a research note on Friday, January 9th. Cantor Fitzgerald set a $46.00 price objective on Alexandria Real Estate Equities in a research report on Monday, January 5th. Finally, Deutsche Bank Aktiengesellschaft dropped their target price on Alexandria Real Estate Equities from $83.00 to $45.00 and set a “hold” rating for the company in a research note on Friday, December 19th. Five analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, Alexandria Real Estate Equities presently has a consensus rating of “Hold” and a consensus price target of $63.93.

Key Stories Impacting Alexandria Real Estate Equities

Here are the key news stories impacting Alexandria Real Estate Equities this week:

• Positive Sentiment: BMO Capital Markets analyst said ARE’s stock is expected to rise, providing third‑party support for upside after the company’s results. Alexandria Real Estate Equities (NYSE:ARE) Stock Price Expected to Rise, BMO Capital Markets Analyst Says
• Positive Sentiment: Alexandria launched cash tender offers to repurchase up to $800M of long‑dated senior notes — a capital‑structure move that can lower future interest burden and signal liquidity/financial flexibility. Alexandria Real Estate Equities, Inc. Announces Cash Tender Offers
• Positive Sentiment: Q4 results: AFFO and revenue beat estimates and leasing volume stayed solid, which supports short‑term cash generation vs. consensus worries. Alexandria’s Q4 AFFO & Revenues Beat Estimates, Occupancy Decline Y/Y
• Neutral Sentiment: Earnings call transcript provides management detail and FY‑2026 outlook; useful for modeling but contains both constructive and cautious commentary. Alexandria Real Estate Equities, Inc. (ARE) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Management outlined a $2.9B 2026 dispositions target and plans (~$581M reported) to sell assets as it reshapes the portfolio — management warns this will drive an occupancy dip in Q1 as renewals and re‑tenanting occur. That signals near‑term cash flow and occupancy headwinds. Alexandria outlines $2.9B 2026 dispositions target and expects occupancy dip in Q1 2026 as portfolio strategy intensifies Alexandria Plans $581M in Dispositions as Leasing Struggles Persist
• Negative Sentiment: Market commentary flagged dividend‑cut concerns and investor unease; headlines and sentiment‑driven flows can amplify declines even when earnings beat. Alexandria Real Estate Equities (ARE) Stock Fell Amid Dividend Cut Concerns Alexandria Real Estate Equities (ARE) Stock Fell Amid Dividend Cut Concerns
• Negative Sentiment: Company reported net losses for 4Q25 and full‑year 2025 and noted year‑over‑year occupancy declines — fundamentals that justify continued investor caution. Alexandria Real Estate Equities, Inc. Reports 4Q25 and 2025 Net Loss per Share

Alexandria Real Estate Equities Company Profile

Alexandria Real Estate Equities, Inc (NYSE: ARE) is a real estate investment trust specializing in the ownership, development and management of collaborative life science and technology campuses. The company’s properties are designed to support research and innovation by providing specialized laboratory, office and manufacturing space tailored to biotechnology, pharmaceutical, academic and related industries.

Since its founding in 1994, Alexandria has cultivated a diversified portfolio of campuses across leading innovation clusters in North America and Europe.