Zacks Research Analysts Increase Earnings Estimates for ARE

Alexandria Real Estate Equities, Inc. (NYSE:ARE) – Stock analysts at Zacks Research boosted their Q4 2026 earnings per share estimates for shares of Alexandria Real Estate Equities in a research note issued to investors on Monday, February 16th. Zacks Research analyst Team now forecasts that the real estate investment trust will post earnings per share of $1.48 for the quarter, up from their prior forecast of $1.41. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Alexandria Real Estate Equities’ current full-year earnings is $9.32 per share.

A number of other analysts have also weighed in on ARE. Deutsche Bank Aktiengesellschaft raised their target price on shares of Alexandria Real Estate Equities from $53.00 to $55.00 and gave the company a “hold” rating in a research report on Monday, February 2nd. Weiss Ratings reissued a “sell (d)” rating on shares of Alexandria Real Estate Equities in a report on Wednesday, January 21st. Mizuho lowered their target price 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 lifted 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 research note on Tuesday, February 3rd. They issued a “neutral” rating and a $60.00 target price on the stock. Four equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, Alexandria Real Estate Equities presently has a consensus rating of “Hold” and a consensus price target of $65.73.

Alexandria Real Estate Equities Trading Down 1.4%

Shares of ARE stock opened at $53.38 on Thursday. The stock’s fifty day moving average price is $52.90 and its two-hundred day moving average price is $64.22. The company has a market cap of $9.25 billion, a PE ratio of -6.32, a P/E/G ratio of 6.58 and a beta of 1.31. 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 has a fifty-two week low of $44.10 and a fifty-two week high of $105.14.

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

Alexandria Real Estate Equities announced that its Board of Directors has authorized a stock buyback plan on Monday, December 8th that permits the company to repurchase $500.00 million in outstanding shares. This repurchase authorization permits the real estate investment trust to buy up to 6.4% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s management believes its stock is 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 issued a dividend of $0.72 per share. This represents a $2.88 annualized dividend and a dividend yield of 5.4%. The ex-dividend date was Wednesday, December 31st. Alexandria Real Estate Equities’s dividend payout ratio (DPR) is presently -34.12%.

Insider Activity at Alexandria Real Estate Equities

In related news, Director Sheila K. Mcgrath purchased 3,100 shares of Alexandria Real Estate Equities stock in a transaction dated Wednesday, December 10th. The stock was purchased at an average cost of $45.60 per share, for a total transaction of $141,360.00. Following the completion of the acquisition, the director directly owned 8,392 shares of the company’s stock, valued at $382,675.20. The trade was a 58.58% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Chairman Joel S. Marcus purchased 25,000 shares of the stock in a transaction dated Thursday, February 12th. The stock was bought at an average cost of $53.92 per share, with a total value of $1,348,000.00. Following the transaction, the chairman owned 562,724 shares in the company, valued at $30,342,078.08. The trade was a 4.65% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 1.08% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Alexandria Real Estate Equities

Several institutional investors have recently modified their holdings of ARE. Norges Bank purchased a new position in shares of Alexandria Real Estate Equities during the second quarter valued at approximately $1,195,306,000. State Street Corp lifted its holdings in shares of Alexandria Real Estate Equities by 0.7% in the fourth quarter. State Street Corp now owns 11,348,192 shares of the real estate investment trust’s stock worth $563,418,000 after buying an additional 75,161 shares in the last quarter. Invesco Ltd. boosted its stake in Alexandria Real Estate Equities by 57.9% during the fourth quarter. Invesco Ltd. now owns 6,033,304 shares of the real estate investment trust’s stock valued at $295,270,000 after buying an additional 2,211,424 shares during the last quarter. Geode Capital Management LLC raised its stake in Alexandria Real Estate Equities by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 4,459,453 shares of the real estate investment trust’s stock valued at $217,466,000 after purchasing an additional 48,490 shares in the last quarter. Finally, Capital World Investors increased its stake in Alexandria Real Estate Equities by 0.8% during the fourth quarter. Capital World Investors now owns 3,720,956 shares of the real estate investment trust’s stock worth $182,104,000 after acquiring an additional 29,575 shares during the last quarter. 96.54% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Alexandria Real Estate Equities

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

• Positive Sentiment: Zacks Research raised its Q4 2026 EPS estimate for ARE to $1.48 from $1.41, a modest upward revision that may be read as a short‑term positive signal for quarter‑end earnings momentum.
• Positive Sentiment: Seeking Alpha published a bullish valuation piece arguing ARE represents one of the more compelling opportunities in its coverage universe — that could attract value and long‑term income investors looking past short‑term estimate volatility. Alexandria Real Estate: One Of The Most Compelling Values In Our Universe
• Neutral Sentiment: MSN ran a roundup on Wall Street analysts’ target prices for ARE; such compilations are informational but typically diffuse immediate directional impact unless they reveal coordinated target moves. What are Wall Street analysts’ target price for Alexandria Real Estate Equities stock?
• Negative Sentiment: Zacks issued a series of downward revisions across multiple quarters and fiscal years (Q1–Q3 2026 cuts, Q1–Q4 2027 cuts and lower FY2026/FY2027 estimates), and maintained a “Hold” rating — the breadth of cuts signals weaker near‑term earnings outlook and is likely weighing on the stock.
• Negative Sentiment: The pervasive estimate reductions — including FY2026 guidance moves to ~$6.39 (Zacks) and FY2027 lowered to ~$5.92 — increase uncertainty around growth and cash‑flow expectations for this life‑science focused REIT, which can pressure valuation multiples and investor sentiment until forecasts stabilize.

About Alexandria Real Estate Equities

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.