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

Alexandria Real Estate Equities (NYSE:ARE) was upgraded by Zacks Research from a “strong sell” rating to a “hold” rating in a research note issued to investors on Thursday,Zacks.com reports.

A number of other research firms have also issued reports on ARE. Morgan Stanley started coverage on shares of Alexandria Real Estate Equities in a report on Friday, January 9th. They set an “equal weight” rating and a $55.00 price target on the stock. Citigroup lowered their price objective on shares of Alexandria Real Estate Equities from $61.00 to $52.00 and set a “neutral” rating on the stock in a research report on Thursday, December 4th. BMO Capital Markets boosted their target price on shares of Alexandria Real Estate Equities from $60.00 to $65.00 and gave the company an “outperform” rating in a research note on Monday, January 26th. Citizens Jmp cut Alexandria Real Estate Equities from an “outperform” rating to a “market perform” rating in a research report on Thursday, November 13th. Finally, Royal Bank Of Canada lowered their price target on Alexandria Real Estate Equities from $98.00 to $65.00 and set a “sector perform” rating on the stock in a report on Monday, November 3rd. Five equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $65.86.

Alexandria Real Estate Equities Stock Up 1.1%

Shares of Alexandria Real Estate Equities stock opened at $54.66 on Thursday. Alexandria Real Estate Equities has a 12-month low of $44.10 and a 12-month high of $105.14. The firm has a market capitalization 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 quick ratio of 0.24, a current ratio of 0.23 and a debt-to-equity ratio of 0.65. The stock’s fifty day moving average is $51.61 and its 200-day moving average is $66.65.

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 for the quarter, topping analysts’ consensus estimates of $2.15 by $0.01. The firm had revenue of $754.41 million for the quarter, compared to analysts’ expectations 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%.Alexandria Real Estate Equities’s revenue was down 4.4% on a year-over-year basis. During the same quarter last year, the business posted $2.39 EPS. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS. Equities analysts anticipate that Alexandria Real Estate Equities will post 9.32 earnings per share for the current year.

Alexandria Real Estate Equities announced that its board has initiated a share repurchase plan on Monday, December 8th that permits the company to buyback $500.00 million in shares. This buyback authorization permits the real estate investment trust to reacquire up to 6.4% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s management believes its shares are undervalued.

Insider Buying and Selling

In other news, Director Sheila K. Mcgrath bought 3,100 shares of the company’s stock in a transaction on Wednesday, December 10th. The shares were bought at an average cost of $45.60 per share, with a total value of $141,360.00. Following the transaction, the director directly owned 8,392 shares in the company, valued at approximately $382,675.20. This trade represents a 58.58% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. 1.08% of the stock is owned by company insiders.

Institutional Investors Weigh In On Alexandria Real Estate Equities

Large investors have recently made changes to their positions in the company. Avalon Trust Co bought a new position in Alexandria Real Estate Equities during the third quarter valued at approximately $29,000. Cornerstone Planning Group LLC increased its stake in shares of Alexandria Real Estate Equities by 5,916.7% during the 3rd quarter. Cornerstone Planning Group LLC now owns 361 shares of the real estate investment trust’s stock worth $30,000 after purchasing an additional 355 shares during the last quarter. BOKF NA increased its stake 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 purchasing an additional 362 shares during the last quarter. Loomis Sayles & Co. L P bought a new position in shares of Alexandria Real Estate Equities during the 2nd quarter valued at $27,000. Finally, CYBER HORNET ETFs LLC acquired a new stake in shares of Alexandria Real Estate Equities in the 2nd quarter valued at $30,000. Institutional investors own 96.54% of the company’s stock.

Key Headlines Impacting Alexandria Real Estate Equities

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.