Research Analysts Offer Predictions for ARE FY2026 Earnings

Alexandria Real Estate Equities, Inc. (NYSE:ARE) – Research analysts at Zacks Research dropped their FY2026 EPS estimates for Alexandria Real Estate Equities in a research note issued to investors on Monday, July 20th. Zacks Research analyst Team now anticipates that the real estate investment trust will post earnings of $6.36 per share for the year, down from their prior forecast of $6.40. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for Alexandria Real Estate Equities’ current full-year earnings is $6.36 per share. Zacks Research also issued estimates for Alexandria Real Estate Equities’ Q4 2026 earnings at $1.47 EPS.

Alexandria Real Estate Equities (NYSE:ARE) last announced its earnings results on Monday, April 27th. The real estate investment trust reported $1.73 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $1.73. Alexandria Real Estate Equities had a negative net margin of 36.03% and a negative return on equity of 5.21%. The firm had revenue of $671.02 million during the quarter, compared to analyst estimates of $684.78 million. During the same quarter in the prior year, the firm posted $2.30 EPS. Alexandria Real Estate Equities’s revenue was down 11.5% compared to the same quarter last year. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.300-6.500 EPS.

A number of other research analysts have also commented on ARE. Robert W. Baird reiterated a “neutral” rating and set a $46.00 price objective (down from $67.00) on shares of Alexandria Real Estate Equities in a research note on Monday, May 4th. Wall Street Zen raised Alexandria Real Estate Equities from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. Jefferies Financial Group lowered their price target on Alexandria Real Estate Equities from $57.00 to $47.00 and set a “hold” rating on the stock in a research report on Tuesday, April 14th. Royal Bank Of Canada dropped their price objective on Alexandria Real Estate Equities from $60.00 to $50.00 and set a “sector perform” rating on the stock in a research note on Tuesday, May 5th. Finally, Mizuho cut their price objective on Alexandria Real Estate Equities from $70.00 to $60.00 and set an “outperform” rating for the company in a report on Monday, July 6th. Three research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Reduce” and an average price target of $51.08.

Alexandria Real Estate Equities Trading Down 1.9%

Shares of NYSE:ARE opened at $49.67 on Wednesday. The company has a 50 day moving average of $50.31 and a 200-day moving average of $50.37. The firm has a market cap of $8.66 billion, a P/E ratio of -7.92, a P/E/G ratio of 6.17 and a beta of 1.17. Alexandria Real Estate Equities has a twelve month low of $39.41 and a twelve month high of $88.24. The company has a current ratio of 0.20, a quick ratio of 0.20 and a debt-to-equity ratio of 0.65.

Alexandria Real Estate Equities Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th were issued a dividend of $0.72 per share. This represents a $2.88 dividend on an annualized basis and a yield of 5.8%. The ex-dividend date was Tuesday, June 30th. Alexandria Real Estate Equities’s dividend payout ratio (DPR) is presently -45.93%.

Insiders Place Their Bets

In related news, EVP Gregory Calvin Thomas purchased 3,500 shares of the company’s stock in a transaction on Thursday, April 30th. The shares were bought at an average price of $41.00 per share, with a total value of $143,500.00. Following the completion of the acquisition, the executive vice president owned 33,024 shares of the company’s stock, valued at approximately $1,353,984. This represents a 11.85% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Chairman Joel S. Marcus acquired 7,500 shares of the business’s stock in a transaction dated Tuesday, May 5th. The shares were bought at an average price of $42.72 per share, with a total value of $320,400.00. Following the transaction, the chairman directly owned 587,724 shares in the company, valued at approximately $25,107,569.28. The trade was a 1.29% increase in their position. The SEC filing for this purchase provides additional information. 1.35% of the stock is currently owned by company insiders.

Institutional Trading of Alexandria Real Estate Equities

A number of hedge funds have recently bought and sold shares of ARE. Farther Finance Advisors LLC raised its holdings in Alexandria Real Estate Equities by 18.1% during the 4th quarter. Farther Finance Advisors LLC now owns 1,228 shares of the real estate investment trust’s stock worth $60,000 after purchasing an additional 188 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of Alexandria Real Estate Equities by 0.9% in 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 purchasing an additional 198 shares during the last quarter. New Mexico Educational Retirement Board boosted its stake in shares of Alexandria Real Estate Equities by 2.9% in the 4th quarter. New Mexico Educational Retirement Board now owns 7,200 shares of the real estate investment trust’s stock valued at $352,000 after purchasing an additional 200 shares during the last quarter. CIBC Private Wealth Group LLC grew its position in shares of Alexandria Real Estate Equities by 109.6% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 436 shares of the real estate investment trust’s stock worth $36,000 after buying an additional 228 shares during the period. Finally, Quarry LP grew its position in shares of Alexandria Real Estate Equities by 33.9% during the 4th quarter. Quarry LP now owns 991 shares of the real estate investment trust’s stock worth $48,000 after buying an additional 251 shares during the period. 96.54% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Alexandria Real Estate Equities

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

• Negative Sentiment: Zacks Research cut its earnings outlook for Alexandria Real Estate Equities across multiple future periods, including FY2027, FY2028, and several 2027–2028 quarters, signaling expectations for weaker profitability ahead. Source article
• Negative Sentiment: The firm also maintained a “Strong Sell” rating, which can weigh on investor sentiment and reinforce concerns about the stock’s near-term outlook. Source article
• Neutral Sentiment: One article suggested ARE could be about 10% undervalued after its recent $5 billion credit move, which could support the stock if investors focus on balance-sheet flexibility rather than the weaker earnings outlook. Source article
• Neutral Sentiment: News that Harvest Properties bought a 25-acre R&D campus in Palo Alto may be relevant to the broader life-science real estate market, but it is not clearly a direct catalyst for Alexandria Real Estate Equities. Source article

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.