TD Waterhouse Canada Inc. Lowers Stake in Alexandria Real Estate Equities, Inc. $ARE

TD Waterhouse Canada Inc. decreased its position in Alexandria Real Estate Equities, Inc. (NYSE:ARE) by 17.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 56,788 shares of the real estate investment trust’s stock after selling 12,074 shares during the quarter. TD Waterhouse Canada Inc.’s holdings in Alexandria Real Estate Equities were worth $4,774,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Analyst IMS Investment Management Services Ltd. raised its position in Alexandria Real Estate Equities by 48.3% in the 2nd quarter. Analyst IMS Investment Management Services Ltd. now owns 721,671 shares of the real estate investment trust’s stock valued at $52,415,000 after purchasing an additional 235,093 shares in the last quarter. Bank of Montreal Can increased its stake in shares of Alexandria Real Estate Equities by 10.7% during the second quarter. Bank of Montreal Can now owns 406,318 shares of the real estate investment trust’s stock worth $29,511,000 after buying an additional 39,117 shares during the period. Washburn Capital Management Inc. purchased a new stake in shares of Alexandria Real Estate Equities during the second quarter worth approximately $949,000. Penserra Capital Management LLC raised its holdings in Alexandria Real Estate Equities by 46.3% in the second quarter. Penserra Capital Management LLC now owns 18,927 shares of the real estate investment trust’s stock valued at $1,374,000 after acquiring an additional 5,994 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its stake in Alexandria Real Estate Equities by 114.8% in the second quarter. Arrowstreet Capital Limited Partnership now owns 757,533 shares of the real estate investment trust’s stock worth $55,020,000 after acquiring an additional 404,938 shares during the last quarter. 96.54% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Alexandria Real Estate Equities news, Director Sheila K. Mcgrath bought 3,100 shares of Alexandria Real Estate Equities stock in a transaction dated Wednesday, December 10th. The stock was acquired at an average cost of $45.60 per share, with a total value of $141,360.00. Following the completion of the acquisition, the director owned 8,392 shares of the company’s stock, valued at approximately $382,675.20. This represents a 58.58% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 1.08% of the company’s stock.

Key Headlines Impacting Alexandria Real Estate Equities

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

• Positive Sentiment: Multiple brokerages raised price targets this week, signaling analyst confidence in recovery potential — Evercore bumped its target to $67 and kept an “outperform” rating. This is being read as bullish for upside expectations. Evercore price target raise
• Positive Sentiment: Cantor Fitzgerald raised its target to $60 (neutral rating), another upward revision that supports near-term upside vs. current levels. Cantor Fitzgerald price target raise
• Positive Sentiment: Jefferies raised its price target to $57 (hold), adding incremental support to the view that downside is limited from current levels. Jefferies price target raise
• Positive Sentiment: Quarterly earnings call highlighted stronger leasing activity in places and revenue slightly ahead of expectations, which investors view as evidence leasing fundamentals may stabilize. Q4 earnings call highlights
• Neutral Sentiment: Management is pursuing asset sales in the Bay Area (converting or selling life-sciences sites for housing), a move that can improve liquidity and de-lever the balance sheet but signals willingness to exit some life-sciences exposure. Bay Area site sales
• Neutral Sentiment: Company and brokers hold an average “Hold” recommendation, reflecting mixed views across the sell side — not a consensus buy but not a clear sell either. Brokerage consensus
• Negative Sentiment: Alexandria reported a roughly $1 billion loss tied to portfolio markdowns and non-cash items, and management warned of continued challenges in lab leasing — negatives that pressure near-term earnings visibility and NAV. $1B loss and lab glut
• Negative Sentiment: Plans were scrapped to convert a Fenway lab site to a different use, highlighting project-level pullbacks and execution changes amid weaker demand. Fenway conversion canceled
• Negative Sentiment: Coverage notes Alexandria underperformed peers recently, reflecting investor concern about exposure to a lab-glutted market and the company’s heavy leverage relative to peers. Underperformance vs peers

Alexandria Real Estate Equities Trading Up 1.1%

ARE opened at $54.66 on Friday. The company has a quick ratio of 0.24, a current ratio of 0.23 and a debt-to-equity ratio of 0.65. Alexandria Real Estate Equities, Inc. has a 52 week low of $44.10 and a 52 week high of $105.14. The business’s 50 day moving average is $51.61 and its two-hundred day moving average is $66.65. The firm has a market cap of $9.47 billion, a price-to-earnings ratio of -6.48, a price-to-earnings-growth ratio of 6.52 and a beta of 1.31.

Alexandria Real Estate Equities (NYSE:ARE) last posted its quarterly earnings data on Monday, January 26th. The real estate investment trust reported $2.16 earnings per share for the quarter, beating the consensus estimate of $2.15 by $0.01. The business had revenue of $754.41 million during the quarter, compared to the consensus estimate 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 company’s revenue was down 4.4% compared to the same quarter last year. During the same period in the prior year, the company earned $2.39 earnings per share. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS. On average, research analysts predict that Alexandria Real Estate Equities, Inc. will post 9.32 EPS for the current year.

Alexandria Real Estate Equities announced that its board has approved a stock buyback plan on Monday, December 8th that authorizes the company to buyback $500.00 million in shares. This buyback authorization authorizes the real estate investment trust to purchase up to 6.4% of its shares through open market purchases. Shares buyback plans are often an indication that the company’s leadership believes its shares are undervalued.

Alexandria Real Estate Equities Cuts Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, January 15th. Shareholders of record on Wednesday, December 31st were paid a $0.72 dividend. The ex-dividend date was Wednesday, December 31st. This represents a $2.88 dividend on an annualized basis and a yield of 5.3%. Alexandria Real Estate Equities’s payout ratio is currently -34.12%.

Analyst Upgrades and Downgrades

ARE has been the topic of a number of recent analyst reports. Weiss Ratings reissued a “sell (d)” rating on shares of Alexandria Real Estate Equities in a research report on Wednesday, January 21st. Citigroup dropped their target price on Alexandria Real Estate Equities from $61.00 to $52.00 and set a “neutral” rating on the stock in a report on Thursday, December 4th. Robert W. Baird cut their price target on Alexandria Real Estate Equities from $73.00 to $67.00 and set an “outperform” rating on the stock in a research note on Thursday, December 4th. Cantor Fitzgerald upped their price objective on Alexandria Real Estate Equities from $46.00 to $60.00 and gave the stock a “neutral” rating in a research report on Wednesday. Finally, Deutsche Bank Aktiengesellschaft dropped their price objective on Alexandria Real Estate Equities from $83.00 to $45.00 and set a “hold” rating on the stock in a report on Friday, December 19th. Five research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, Alexandria Real Estate Equities has a consensus rating of “Hold” and a consensus price target of $65.86.

Alexandria Real Estate Equities 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.