Zacks Research Analysts Increase Earnings Estimates for ARE

Alexandria Real Estate Equities, Inc. (NYSE:ARE) – Research analysts at Zacks Research boosted their Q4 2026 earnings per share estimates for shares of Alexandria Real Estate Equities in a report released on Monday, February 16th. Zacks Research analyst Team now expects that the real estate investment trust will earn $1.48 per share for the quarter, up from their previous forecast of $1.41. 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.

ARE has been the topic of several other research reports. Evercore lifted their price objective on shares of Alexandria Real Estate Equities from $64.00 to $67.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 28th. BNP Paribas Exane decreased their price target on shares of Alexandria Real Estate Equities from $72.00 to $50.00 and set an “underperform” rating on the stock in a report on Thursday, December 4th. Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $60.00 price objective on shares of Alexandria Real Estate Equities in a report on Tuesday, February 10th. The Goldman Sachs Group started coverage on shares of Alexandria Real Estate Equities in a report on Tuesday, February 3rd. They set a “neutral” rating and a $60.00 target price on the stock. Finally, Robert W. Baird cut their target price on shares of Alexandria Real Estate Equities from $73.00 to $67.00 and set an “outperform” rating on the stock in a report on Thursday, December 4th. Four equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $65.73.

Alexandria Real Estate Equities Price Performance

Shares of NYSE:ARE opened at $54.27 on Thursday. Alexandria Real Estate Equities has a 1-year low of $44.10 and a 1-year high of $105.14. The stock 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’s fifty day simple moving average is $52.74 and its two-hundred day simple moving average is $64.30. 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 (NYSE:ARE) last released its quarterly earnings data on Monday, January 26th. The real estate investment trust reported $2.16 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.15 by $0.01. The company had revenue of $754.41 million for the quarter, compared to analysts’ expectations of $742.64 million. Alexandria Real Estate Equities had a negative net margin of 47.23% and a negative return on equity of 6.82%. The business’s revenue was down 4.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.39 EPS. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS.

Alexandria Real Estate Equities declared that its Board of Directors has approved 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 buy up to 6.4% of its shares through open market purchases. Shares buyback plans are usually a sign that the company’s board of directors believes its shares are undervalued.

Alexandria Real Estate Equities Cuts Dividend

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

Insider Buying and Selling at Alexandria Real Estate Equities

In related news, Director Sheila K. Mcgrath acquired 3,100 shares of the stock in a transaction dated Wednesday, December 10th. The stock was acquired at an average cost of $45.60 per share, with a total value of $141,360.00. Following the purchase, the director directly owned 8,392 shares of the company’s stock, valued at approximately $382,675.20. This trade represents a 58.58% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Chairman Joel S. Marcus acquired 25,000 shares of the firm’s stock in a transaction on Thursday, February 12th. The stock was purchased at an average cost of $53.92 per share, with a total value of $1,348,000.00. Following the purchase, the chairman owned 562,724 shares of the company’s stock, valued at $30,342,078.08. The trade was a 4.65% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 1.08% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Alexandria Real Estate Equities

Large investors have recently modified their holdings of the business. Corient Private Wealth LLC boosted its position in shares of Alexandria Real Estate Equities by 61.5% in the 4th quarter. Corient Private Wealth LLC now owns 38,608 shares of the real estate investment trust’s stock worth $1,787,000 after purchasing an additional 14,700 shares in the last quarter. Alberta Investment Management Corp acquired a new stake in Alexandria Real Estate Equities during the 4th quarter worth about $1,175,000. Mackenzie Financial Corp boosted its position in Alexandria Real Estate Equities by 4.3% in the 4th quarter. Mackenzie Financial Corp now owns 6,276 shares of the real estate investment trust’s stock worth $310,000 after purchasing an additional 259 shares in the last quarter. Adelante Capital Management LLC raised its position in shares of Alexandria Real Estate Equities by 448.7% in the fourth quarter. Adelante Capital Management LLC now owns 397,289 shares of the real estate investment trust’s stock worth $19,443,000 after acquiring an additional 324,884 shares during the period. Finally, Town Lane Management LP purchased a new position in Alexandria Real Estate Equities during the fourth quarter worth approximately $36,705,000. Institutional investors own 96.54% of the company’s stock.

Alexandria Real Estate Equities News Roundup

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

• Positive Sentiment: Zacks Research raised its Q4 2026 EPS estimate for ARE to $1.48 from $1.41, a modest bright spot that suggests near-term earnings could outpace prior expectations for that quarter.
• Positive Sentiment: Independent bullish write-up: Seeking Alpha published a favorable valuation piece arguing ARE represents a compelling value opportunity, which could support longer-term investor interest and buying on weakness. Alexandria Real Estate: One Of The Most Compelling Values In Our Universe
• Neutral Sentiment: Analyst target-price roundup: an MSN piece aggregates Wall Street analysts’ price targets for ARE — useful for benchmarking consensus valuation but not new primary research. What are Wall Street analysts’ target price for Alexandria Real Estate Equities stock?
• Negative Sentiment: Zacks cut a series of forward quarterly and annual EPS estimates for ARE (multiple reductions across Q1–Q3 2026, Q1–Q4 2027 and FY2026–FY2027). Notable moves include lowering FY2026 to $6.39 (from $6.51) and FY2027 to $5.92 (from $6.33). These downward revisions reduce near- to medium-term earnings visibility and likely pressure the stock.
• Negative Sentiment: Zacks maintained a “Hold” rating while trimming several quarterly estimates (Q1 2026 to $1.74, Q2 2026 to $1.63, Q3 2026 to $1.53 and multiple 2027 quarters). The broad pattern of cuts suggests analysts see slower growth or higher risk vs. prior forecasts, which can weigh on investor sentiment and valuation multiples.

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.