Zacks Research Has Bearish Forecast for ARE Q2 Earnings

Alexandria Real Estate Equities, Inc. (NYSE:ARE) – Research analysts at Zacks Research reduced their Q2 2026 earnings per share estimates for shares of Alexandria Real Estate Equities in a report released on Thursday, April 2nd. Zacks Research analyst Team now anticipates that the real estate investment trust will post earnings per share of $1.62 for the quarter, down from their prior forecast of $1.63. 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’ Q4 2026 earnings at $1.49 EPS, Q1 2028 earnings at $1.59 EPS and FY2028 earnings at $6.11 EPS.

Alexandria Real Estate Equities (NYSE:ARE) last posted its quarterly earnings data on Monday, January 26th. The real estate investment trust reported $2.16 EPS for the quarter, beating analysts’ consensus estimates of $2.15 by $0.01. The company had revenue of $754.41 million during 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 for the quarter was down 4.4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.39 earnings per share. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS.

A number of other equities analysts also recently issued reports on ARE. BMO Capital Markets restated a “market perform” rating and set a $52.00 target price (down from $65.00) on shares of Alexandria Real Estate Equities in a research report on Wednesday, March 25th. Robert W. Baird decreased their price target on shares of Alexandria Real Estate Equities from $73.00 to $67.00 and set an “outperform” rating on the stock in a research report on Thursday, December 4th. Royal Bank Of Canada reiterated a “sector perform” rating and set a $60.00 price target on shares of Alexandria Real Estate Equities in a research note on Tuesday, February 10th. Weiss Ratings restated a “sell (d)” rating on shares of Alexandria Real Estate Equities in a research note on Wednesday, January 21st. Finally, Deutsche Bank Aktiengesellschaft raised their target price on Alexandria Real Estate Equities from $53.00 to $55.00 and gave the stock a “hold” rating in a report on Monday, February 2nd. Three research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $64.47.

Alexandria Real Estate Equities Price Performance

NYSE ARE opened at $43.16 on Friday. Alexandria Real Estate Equities has a 52 week low of $41.44 and a 52 week high of $91.47. The firm has a market capitalization of $7.48 billion, a P/E ratio of -5.11, a PEG ratio of 5.24 and a beta of 1.33. The company has a quick ratio of 0.23, a current ratio of 0.23 and a debt-to-equity ratio of 0.65. The company has a 50-day moving average price of $51.85 and a 200-day moving average price of $58.05.

Institutional Investors Weigh In On Alexandria Real Estate Equities

A number of institutional investors and hedge funds have recently bought and sold shares of ARE. Avalon Trust Co bought a new stake in Alexandria Real Estate Equities during the 3rd quarter valued at approximately $29,000. Cornerstone Planning Group LLC boosted its stake in Alexandria Real Estate Equities by 5,916.7% in 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 period. BOKF NA grew its holdings in 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 valued at $31,000 after buying an additional 362 shares in the last quarter. Loomis Sayles & Co. L P purchased a new stake in Alexandria Real Estate Equities during the 2nd quarter valued at approximately $27,000. Finally, CYBER HORNET ETFs LLC bought a new stake in shares of Alexandria Real Estate Equities during the second quarter valued at approximately $30,000. 96.54% of the stock is owned by institutional investors.

Insider Activity

In other news, Chairman Joel S. Marcus acquired 25,000 shares of the firm’s stock in a transaction dated Thursday, February 12th. The shares were purchased at an average cost of $53.92 per share, for a total transaction of $1,348,000.00. Following the transaction, the chairman directly owned 562,724 shares of the company’s stock, valued at approximately $30,342,078.08. This trade represents a 4.65% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available through this hyperlink. 1.08% of the stock is currently owned by company insiders.

Alexandria Real Estate Equities declared that its board has approved a stock repurchase program 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 buy up to 6.4% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company’s board believes its shares are undervalued.

Alexandria Real Estate Equities Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be given a $0.72 dividend. This represents a $2.88 dividend on an annualized basis and a dividend yield of 6.7%. The ex-dividend date is Tuesday, March 31st. Alexandria Real Estate Equities’s dividend payout ratio is presently -34.12%.

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.