Morgan Stanley Has Lowered Expectations for Alexandria Real Estate Equities (NYSE:ARE) Stock Price

Alexandria Real Estate Equities (NYSE:ARE) had its target price lowered by research analysts at Morgan Stanley from $55.00 to $54.00 in a note issued to investors on Monday, MarketBeat Ratings reports. The brokerage presently has an “equal weight” rating on the real estate investment trust’s stock. Morgan Stanley’s target price suggests a potential downside of 5.11% from the company’s current price.

ARE has been the topic of a number of other reports. Robert W. Baird cut their target price on shares of Alexandria Real Estate Equities from $73.00 to $67.00 and set an “outperform” rating on the stock in a report on Thursday, December 4th. Zacks Research raised shares of Alexandria Real Estate Equities from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 29th. Weiss Ratings restated a “sell (d)” rating on shares of Alexandria Real Estate Equities in a research note on Wednesday, January 21st. Cantor Fitzgerald increased their target price on shares of Alexandria Real Estate Equities from $46.00 to $60.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 28th. Finally, The Goldman Sachs Group initiated coverage on Alexandria Real Estate Equities in a report on Tuesday, February 3rd. They set a “neutral” rating and a $60.00 price target on the stock. Five investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $65.73.

Alexandria Real Estate Equities Stock Up 1.3%

ARE stock opened at $56.91 on Monday. The company’s 50 day moving average price is $51.92 and its 200 day moving average price is $65.25. The firm has a market capitalization of $9.86 billion, a price-to-earnings ratio of -6.74, a PEG ratio of 6.79 and a beta of 1.31. Alexandria Real Estate Equities has a fifty-two week low of $44.10 and a fifty-two week high of $105.14. The company has a debt-to-equity ratio of 0.65, a quick ratio of 0.23 and a current ratio of 0.23.

Alexandria Real Estate Equities (NYSE:ARE) last posted 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. Alexandria Real Estate Equities had a negative net margin of 47.23% and a negative return on equity of 6.82%. The company had revenue of $754.41 million during the quarter, compared to analysts’ expectations of $742.64 million. During the same quarter in the previous year, the business posted $2.39 EPS. The firm’s revenue was down 4.4% on a year-over-year basis. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS. On average, equities research analysts anticipate that Alexandria Real Estate Equities will post 9.32 EPS for the current fiscal year.

Alexandria Real Estate Equities declared that its Board of Directors has initiated a share repurchase program 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 shares through open market purchases. Shares buyback programs are often an indication that the company’s management believes its stock is undervalued.

Insider Buying and Selling at Alexandria Real Estate Equities

In other Alexandria Real Estate Equities news, Director Sheila K. Mcgrath acquired 3,100 shares of the company’s stock in a transaction that occurred on Wednesday, December 10th. The shares were purchased at an average price of $45.60 per share, with a total value of $141,360.00. Following the completion of the acquisition, the director directly owned 8,392 shares of the company’s stock, valued at approximately $382,675.20. The trade was a 58.58% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. 1.15% of the stock is currently owned by company insiders.

Institutional Trading of Alexandria Real Estate Equities

A number of institutional investors have recently bought and sold shares of ARE. IFM Investors Pty Ltd increased its position in shares of Alexandria Real Estate Equities by 0.3% in the third quarter. IFM Investors Pty Ltd now owns 58,544 shares of the real estate investment trust’s stock valued at $4,909,000 after buying an additional 150 shares in the last quarter. Kaufman Rossin Wealth LLC grew its stake in Alexandria Real Estate Equities by 6.3% in the 3rd quarter. Kaufman Rossin Wealth LLC now owns 2,954 shares of the real estate investment trust’s stock valued at $246,000 after acquiring an additional 174 shares during the last quarter. Farther Finance Advisors LLC grew its stake in Alexandria Real Estate Equities by 18.1% in the 4th quarter. Farther Finance Advisors LLC now owns 1,228 shares of the real estate investment trust’s stock valued at $60,000 after acquiring an additional 188 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in Alexandria Real Estate Equities by 0.9% during the 2nd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 23,443 shares of the real estate investment trust’s stock valued at $1,711,000 after acquiring an additional 198 shares in the last quarter. Finally, New Mexico Educational Retirement Board raised its position in Alexandria Real Estate Equities by 2.9% during the fourth quarter. New Mexico Educational Retirement Board now owns 7,200 shares of the real estate investment trust’s stock worth $352,000 after acquiring an additional 200 shares during the last quarter. 96.54% of the stock is currently owned by hedge funds and other institutional investors.

More Alexandria Real Estate Equities News

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

• Positive Sentiment: Alexandria priced a $750 million offering of 5.25% senior notes due 2036, showing clear access to the debt markets and providing liquidity to refinance or fund operations. This supports near-term financing flexibility. Article Title
• Positive Sentiment: The company announced early results and an upsizing of cash tender offers to purchase portions of its long‑dated 2050–2052 notes, indicating proactive liability management and investor demand to exchange or retire older paper. That can improve the maturity profile and demonstrate market confidence. Article Title
• Positive Sentiment: Pricing terms for the tender offers were released, setting the maximum aggregate tender amount and the mechanics for accepting valid tenders — a step toward executing the liability plan and replacing very long‑dated low‑coupon notes. Article Title
• Positive Sentiment: Royal Bank of Canada reaffirmed a sector‑perform rating with a $60 price target, providing modest analyst support and signaling some upside from current levels. Article Title
• Neutral Sentiment: Earlier in the day Alexandria announced an underwritten public offering of senior notes (the formal launch prior to pricing) — a standard capital-markets process that preceded the priced deal. Article Title
• Negative Sentiment: Morgan Stanley lowered its price target to $54 from $55 and maintained an equal‑weight rating, which is a near‑term headwind for sentiment and implies downside vs. current levels. Analyst downgrades/tighter PTs can pressure the stock. Article Title
• Negative Sentiment: A critical Seeking Alpha piece highlighted weakening fundamentals, sector headwinds and policy uncertainty that have damaged the REIT thesis for some investors — commentary that may exacerbate selling by sentiment‑driven holders. Article Title
• Negative Sentiment: A lawsuit notification was circulated by the Shareholders Foundation for investors who purchased ARE prior to Jan 27, 2025, creating legal overhang and potential liability or distraction — a negative risk factor for shareholders. Article Title

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.