Alexandria Real Estate Equities (NYSE:ARE) Upgraded at Zacks Research

Zacks Research upgraded shares of Alexandria Real Estate Equities (NYSE:ARE) from a strong sell rating to a hold rating in a report published on Thursday,Zacks.com reports.

ARE has been the subject of a number of other reports. JPMorgan Chase & Co. decreased their price target on shares of Alexandria Real Estate Equities from $65.00 to $63.00 and set a “neutral” rating for the company in a research report on Wednesday, January 14th. Mizuho decreased their target price on Alexandria Real Estate Equities from $91.00 to $70.00 and set an “outperform” rating for the company in a research report on Friday, January 9th. Evercore ISI increased their target price on Alexandria Real Estate Equities from $64.00 to $67.00 and gave the company an “outperform” rating in a research note on Wednesday. BNP Paribas Exane reduced their price target on Alexandria Real Estate Equities from $72.00 to $50.00 and set an “underperform” rating on the stock in a research report on Thursday, December 4th. Finally, BMO Capital Markets upped their price target on Alexandria Real Estate Equities from $60.00 to $65.00 and gave the stock an “outperform” rating in a report on Monday, January 26th. Five investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $65.86.

Alexandria Real Estate Equities Price Performance

ARE stock opened at $54.66 on Thursday. The company has a market cap of $9.47 billion, a PE ratio of -6.48, a price-to-earnings-growth ratio of 6.52 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 has a 50-day moving average price of $51.61 and a two-hundred day moving average price of $66.57. Alexandria Real Estate Equities has a 12-month low of $44.10 and a 12-month high of $105.14.

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

Alexandria Real Estate Equities Cuts Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, January 15th. Shareholders of record on Wednesday, December 31st were given 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 is presently -34.12%.

Alexandria Real Estate Equities declared that its board has approved a stock buyback plan on Monday, December 8th that allows the company to buyback $500.00 million in shares. This buyback authorization allows the real estate investment trust to repurchase up to 6.4% of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s management believes its stock is undervalued.

Insider Buying and Selling at Alexandria Real Estate Equities

In related news, Director Sheila K. Mcgrath purchased 3,100 shares of the company’s stock in a transaction that occurred on Wednesday, December 10th. The stock was acquired at an average price of $45.60 per share, for a total transaction of $141,360.00. Following the completion of the purchase, the director owned 8,392 shares in the company, valued at approximately $382,675.20. This represents a 58.58% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 1.08% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the stock. State of New Jersey Common Pension Fund D grew its holdings in Alexandria Real Estate Equities by 0.7% during the 4th quarter. State of New Jersey Common Pension Fund D now owns 152,471 shares of the real estate investment trust’s stock worth $7,462,000 after acquiring an additional 1,087 shares in the last quarter. Samalin Investment Counsel LLC lifted its position in shares of Alexandria Real Estate Equities by 121.2% during the fourth quarter. Samalin Investment Counsel LLC now owns 5,388 shares of the real estate investment trust’s stock worth $264,000 after purchasing an additional 2,952 shares during the last quarter. Inscription Capital LLC grew its stake in Alexandria Real Estate Equities by 125.6% in the fourth quarter. Inscription Capital LLC now owns 8,298 shares of the real estate investment trust’s stock worth $406,000 after purchasing an additional 4,619 shares in the last quarter. Legacy Capital Group California Inc. increased its holdings in Alexandria Real Estate Equities by 64.0% in the fourth quarter. Legacy Capital Group California Inc. now owns 11,760 shares of the real estate investment trust’s stock valued at $576,000 after buying an additional 4,591 shares during the last quarter. Finally, Universal Beteiligungs und Servicegesellschaft mbH raised its stake in Alexandria Real Estate Equities by 44.1% during the fourth quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 254,279 shares of the real estate investment trust’s stock valued at $12,547,000 after buying an additional 77,874 shares in the last quarter. 96.54% of the stock is currently owned by institutional investors.

More Alexandria Real Estate Equities News

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 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.