Zacks Research Has Bullish Estimate for ARE FY2026 Earnings

Alexandria Real Estate Equities, Inc. (NYSE:ARE) – Investment analysts at Zacks Research boosted their FY2026 earnings per share (EPS) estimates for shares of Alexandria Real Estate Equities in a research note issued on Monday, August 24th. Zacks Research analyst Team now anticipates that the real estate investment trust will post earnings of $6.39 per share for the year, up from their previous estimate of $6.36. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Alexandria Real Estate Equities’ current full-year earnings is $6.38 per share.

Alexandria Real Estate Equities (NYSE:ARE) last announced its quarterly earnings results on Monday, August 3rd. The real estate investment trust reported ($0.43) earnings per share for the quarter, missing analysts’ consensus estimates of $0.09 by ($0.52). The firm had revenue of $662.78 million during the quarter, compared to analyst estimates of $464.86 million. Alexandria Real Estate Equities had a negative net margin of 36.08% and a negative return on equity of 5.21%. The business’s revenue was down 13.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.33 earnings per share. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.350-6.450 EPS.

Several other equities research analysts have also weighed in on ARE. BNP Paribas Exane increased their target price on shares of Alexandria Real Estate Equities from $45.00 to $48.00 and gave the stock an “underperform” rating in a report on Wednesday, August 5th. Royal Bank Of Canada decreased their price target on shares of Alexandria Real Estate Equities from $60.00 to $50.00 and set a “sector perform” rating for the company in a report on Tuesday, May 5th. The Goldman Sachs Group restated a “neutral” rating and issued a $52.00 price objective on shares of Alexandria Real Estate Equities in a research report on Tuesday, May 19th. Wall Street Zen downgraded Alexandria Real Estate Equities from a “hold” rating to a “sell” rating in a research note on Saturday, August 8th. Finally, Morgan Stanley reaffirmed an “underweight” rating and set a $53.00 price objective on shares of Alexandria Real Estate Equities in a research note on Thursday, June 11th. Two analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Reduce” and a consensus target price of $52.85.

Alexandria Real Estate Equities Stock Down 2.2%

Shares of NYSE ARE opened at $52.86 on Wednesday. The stock has a market cap of $9.21 billion, a P/E ratio of -8.72 and a beta of 1.15. The firm has a 50 day moving average price of $50.63 and a 200 day moving average price of $49.58. The company has a debt-to-equity ratio of 0.67, a quick ratio of 0.19 and a current ratio of 0.19. Alexandria Real Estate Equities has a 52-week low of $39.41 and a 52-week high of $88.24.

Institutional Trading of Alexandria Real Estate Equities

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. HighTower Advisors LLC boosted its holdings in Alexandria Real Estate Equities by 10.9% during the second quarter. HighTower Advisors LLC now owns 13,756 shares of the real estate investment trust’s stock worth $727,000 after purchasing an additional 1,356 shares during the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in Alexandria Real Estate Equities in the second quarter valued at $2,047,000. CYBER HORNET ETFs LLC increased its stake in Alexandria Real Estate Equities by 863.0% in the 2nd quarter. CYBER HORNET ETFs LLC now owns 4,112 shares of the real estate investment trust’s stock valued at $217,000 after buying an additional 3,685 shares during the last quarter. California State Teachers Retirement System increased its stake in Alexandria Real Estate Equities by 5,099.4% in the 2nd quarter. California State Teachers Retirement System now owns 9,557,341 shares of the real estate investment trust’s stock valued at $505,105,000 after buying an additional 9,373,524 shares during the last quarter. Finally, Kintra Wealth LLC bought a new stake in Alexandria Real Estate Equities during the 2nd quarter worth about $247,000. 96.54% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, Chairman Joel S. Marcus bought 5,000 shares of the company’s stock in a transaction that occurred on Monday, August 17th. The shares were acquired at an average price of $46.28 per share, with a total value of $231,400.00. Following the transaction, the chairman owned 592,724 shares in the company, valued at $27,431,266.72. This represents a 0.85% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Marc E. Binda sold 2,000 shares of the business’s stock in a transaction that occurred on Tuesday, June 9th. The shares were sold at an average price of $54.00, for a total value of $108,000.00. Following the completion of the sale, the chief financial officer owned 188,264 shares in the company, valued at $10,166,256. The trade was a 1.05% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.35% of the stock is owned by corporate insiders.

Alexandria Real Estate Equities Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th were issued a $0.72 dividend. This represents a $2.88 dividend on an annualized basis and a dividend yield of 5.4%. The ex-dividend date was Tuesday, June 30th. Alexandria Real Estate Equities’s payout ratio is -47.52%.

Key Alexandria Real Estate Equities News

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

• Positive Sentiment: Robert W. Baird raised its price target for ARE to $52 from $46, suggesting improved valuation support. However, Baird maintained a neutral rating, and the new target is slightly below the referenced share price. Robert W. Baird Boosts Alexandria Real Estate Equities Price Target
• Neutral Sentiment: Alexandria scheduled its third-quarter 2026 operating and financial results conference call for October 27. The announcement provides a timing update but no new financial information; investors may look to the call for guidance on leasing, occupancy, development spending and capital allocation. Alexandria Third-Quarter 2026 Earnings Call Announcement
• Negative Sentiment: Zacks Research made broad downward revisions to Alexandria’s earnings outlook while retaining a “Hold” rating. Its Q3 2026 EPS estimate fell to $1.51 from $1.53, Q4 2026 to $1.42 from $1.47, and FY2027 to $5.16 from $5.56. FY2028 estimates were also reduced to $5.47 from $5.62. The revisions point to weaker expected earnings growth, although the current-year consensus remains $6.38 per share.
• Negative Sentiment: Alexandria sold Draper’s Cambridge laboratory condominium units for $45 million, reportedly recognizing an approximately $75 million loss relative to its carrying value. The transaction may improve liquidity and reduce exposure to the property, but the sizable realized loss highlights pressure on life-sciences real estate valuations and could hurt investor sentiment. Alexandria Sells Cambridge Lab Condo Units Draper Buys Cambridge Lab Floors

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.