Zacks Research Issues Pessimistic Forecast for ARE Earnings

Alexandria Real Estate Equities, Inc. (NYSE:ARE) – Investment analysts at Zacks Research lowered their Q1 2026 earnings estimates for shares of Alexandria Real Estate Equities in a research note issued on Monday, February 16th. Zacks Research analyst Team now anticipates that the real estate investment trust will post earnings of $1.74 per share for the quarter, down from their prior estimate of $1.85. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Alexandria Real Estate Equities’ current full-year earnings is $9.32 per share. Zacks Research also issued estimates for Alexandria Real Estate Equities’ Q2 2026 earnings at $1.63 EPS, Q3 2026 earnings at $1.53 EPS, FY2026 earnings at $6.39 EPS, Q1 2027 earnings at $1.66 EPS, Q2 2027 earnings at $1.50 EPS, Q3 2027 earnings at $1.36 EPS, Q4 2027 earnings at $1.40 EPS, FY2027 earnings at $5.92 EPS and FY2028 earnings at $6.17 EPS.

A number of other equities research analysts have also weighed in on the company. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $60.00 price objective on shares of Alexandria Real Estate Equities in a research report on Tuesday, February 10th. Citizens Jmp cut Alexandria Real Estate Equities from an “outperform” rating to a “market perform” rating in a research note on Thursday, November 13th. Jefferies Financial Group raised their price target on Alexandria Real Estate Equities from $47.00 to $57.00 and gave the stock a “hold” rating in a research note on Friday, January 30th. BMO Capital Markets upped their price objective on Alexandria Real Estate Equities from $60.00 to $65.00 and gave the stock an “outperform” rating in a research note on Monday, January 26th. Finally, Morgan Stanley decreased their price objective on shares of Alexandria Real Estate Equities from $55.00 to $54.00 and set an “equal weight” rating on the stock in a research report on Monday, February 9th. Four research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $65.73.

Alexandria Real Estate Equities Trading Down 0.3%

NYSE ARE opened at $54.27 on Wednesday. The company has a current ratio of 0.23, a quick ratio of 0.23 and a debt-to-equity ratio of 0.65. Alexandria Real Estate Equities has a 1-year low of $44.10 and a 1-year high of $105.14. The firm has a market cap of $9.40 billion, a PE ratio of -6.43, a price-to-earnings-growth ratio of 6.61 and a beta of 1.31. The stock has a 50-day moving average of $52.74 and a 200-day moving average of $64.30.

Alexandria Real Estate Equities (NYSE:ARE) last issued its quarterly earnings results on Monday, January 26th. The real estate investment trust reported $2.16 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.15 by $0.01. The firm 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 company’s revenue was down 4.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.39 earnings per share. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Loomis Sayles & Co. L P purchased a new position in Alexandria Real Estate Equities during the second quarter worth approximately $27,000. Avalon Trust Co acquired a new position in Alexandria Real Estate Equities during the 3rd quarter worth $29,000. Cornerstone Planning Group LLC increased its stake in shares of Alexandria Real Estate Equities by 5,916.7% during the third quarter. Cornerstone Planning Group LLC now owns 361 shares of the real estate investment trust’s stock worth $30,000 after buying an additional 355 shares during the period. CYBER HORNET ETFs LLC purchased a new stake in shares of Alexandria Real Estate Equities during the 2nd quarter worth $30,000. Finally, BOKF NA boosted its position in shares of Alexandria Real Estate Equities by 6,033.3% during the 3rd quarter. BOKF NA now owns 368 shares of the real estate investment trust’s stock worth $31,000 after acquiring an additional 362 shares in the last quarter. 96.54% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other Alexandria Real Estate Equities news, Director Sheila K. Mcgrath acquired 3,100 shares of the stock in a transaction dated Wednesday, December 10th. The stock was purchased at an average price of $45.60 per share, with a total value of $141,360.00. Following the transaction, the director directly owned 8,392 shares of the company’s stock, valued at $382,675.20. This trade represents a 58.58% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Chairman Joel S. Marcus bought 25,000 shares of the stock in a transaction that occurred on Thursday, February 12th. The stock was bought at an average price of $53.92 per share, with a total value of $1,348,000.00. Following the completion of the purchase, the chairman directly owned 562,724 shares in the company, valued at $30,342,078.08. This represents a 4.65% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 1.08% of the company’s stock.

Alexandria Real Estate Equities Cuts Dividend

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

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

Key Stories Impacting Alexandria Real Estate Equities

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

• Positive Sentiment: Seeking Alpha publishes a bullish investment note calling Alexandria “one of the most compelling values” in its coverage universe — a narrative that could attract value-seeking buyers given ARE’s depressed share price and low reported P/E. Article Title
• Neutral Sentiment: MSN ran a roundup of Wall Street analysts’ target prices for ARE — useful for gauging consensus upside/downside but not a single actionable change. Article Title
• Negative Sentiment: Zacks Research cut EPS estimates across many near‑term quarters and lowered FY2026 and FY2027 forecasts while keeping a “Hold” rating — examples include Q1 2026 (1.85→1.74), Q2 2026 (1.68→1.63), Q3 2026 (1.57→1.53), FY2026 (6.51→6.39) and FY2027 (6.33→5.92). Those downward revisions signal weaker expected earnings and are the primary negative catalyst today.

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.