What is Zacks Research’s Estimate for ARE FY2026 Earnings?

Alexandria Real Estate Equities, Inc. (NYSE:ARE) – Equities researchers at Zacks Research lowered their FY2026 earnings estimates for shares of Alexandria Real Estate Equities in a report issued on Monday, December 8th. Zacks Research analyst Team now anticipates that the real estate investment trust will post earnings per share of $6.51 for the year, down from their previous estimate of $7.23. Zacks Research has a “Strong Sell” 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 $1.41 EPS.

Alexandria Real Estate Equities (NYSE:ARE) last posted its earnings results on Monday, October 27th. The real estate investment trust reported $2.22 EPS for the quarter, missing the consensus estimate of $2.31 by ($0.09). Alexandria Real Estate Equities had a negative return on equity of 1.89% and a negative net margin of 13.43%.The business had revenue of $751.94 million for the quarter, compared to the consensus estimate of $752.90 million. During the same period in the previous year, the firm earned $2.37 earnings per share. The company’s revenue was down 5.0% on a year-over-year basis. Alexandria Real Estate Equities has set its FY 2025 guidance at 8.980-9.040 EPS.

Several other brokerages have also recently issued reports on ARE. Citizens Jmp cut Alexandria Real Estate Equities from an “outperform” rating to a “market perform” rating in a research report on Thursday, November 13th. Cantor Fitzgerald dropped their price objective on Alexandria Real Estate Equities from $52.00 to $48.00 and set a “neutral” rating on the stock in a research note on Friday, December 5th. BMO Capital Markets set a $60.00 price objective on shares of Alexandria Real Estate Equities in a report on Thursday, December 4th. JPMorgan Chase & Co. lowered their target price on shares of Alexandria Real Estate Equities from $95.00 to $65.00 in a report on Monday, November 3rd. Finally, BNP Paribas Exane dropped 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 research report on Thursday, December 4th. Four investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat, Alexandria Real Estate Equities has a consensus rating of “Hold” and an average price target of $72.43.

Alexandria Real Estate Equities Price Performance

ARE stock opened at $46.62 on Thursday. The company has a debt-to-equity ratio of 0.65, a quick ratio of 0.24 and a current ratio of 0.24. The business has a 50-day simple moving average of $59.80 and a two-hundred day simple moving average of $71.70. The company has a market capitalization of $8.06 billion, a P/E ratio of -18.88, a price-to-earnings-growth ratio of 3.93 and a beta of 1.32. Alexandria Real Estate Equities has a 52-week low of $44.10 and a 52-week high of $105.14.

Alexandria Real Estate Equities Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 15th. Investors of record on Wednesday, December 31st will be given a dividend of $0.72 per share. The ex-dividend date is Wednesday, December 31st. This represents a $2.88 annualized dividend and a yield of 6.2%. Alexandria Real Estate Equities’s dividend payout ratio is presently -213.77%.

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

Insider Transactions at Alexandria Real Estate Equities

In related news, Director Sheila K. Mcgrath acquired 3,100 shares of the stock in a transaction on Wednesday, December 10th. The shares were acquired at an average price of $45.60 per share, with a total value of $141,360.00. Following the completion of the transaction, the director owned 8,392 shares in the company, valued at approximately $382,675.20. The trade was a 58.58% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 1.08% of the company’s stock.

Institutional Investors Weigh In On Alexandria Real Estate Equities

Large investors have recently modified their holdings of the stock. Norges Bank bought a new position in Alexandria Real Estate Equities during the second quarter valued at $1,195,306,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in shares of Alexandria Real Estate Equities by 1,022.1% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,813,955 shares of the real estate investment trust’s stock valued at $151,175,000 after buying an additional 1,652,298 shares during the last quarter. AQR Capital Management LLC grew its stake in shares of Alexandria Real Estate Equities by 511.9% during the 1st quarter. AQR Capital Management LLC now owns 1,517,842 shares of the real estate investment trust’s stock worth $140,416,000 after acquiring an additional 1,269,795 shares during the period. Invesco Ltd. increased its holdings in Alexandria Real Estate Equities by 39.0% in the 1st quarter. Invesco Ltd. now owns 3,147,743 shares of the real estate investment trust’s stock worth $291,198,000 after acquiring an additional 882,963 shares during the last quarter. Finally, DAVENPORT & Co LLC raised its stake in Alexandria Real Estate Equities by 1,796.2% in the 2nd quarter. DAVENPORT & Co LLC now owns 835,789 shares of the real estate investment trust’s stock valued at $60,814,000 after acquiring an additional 791,712 shares during the period. Hedge funds and other institutional investors own 96.54% of the company’s stock.

About Alexandria Real Estate Equities

Alexandria Real Estate Equities, Inc (NYSE: ARE), an S&P 500 company, is a best-in-class, mission-driven life science REIT making a positive and lasting impact on the world. As the pioneer of the life science real estate niche since our founding in 1994, Alexandria is the preeminent and longest-tenured owner, operator, and developer of collaborative life science, agtech, and advanced technology mega campuses in AAA innovation cluster locations, including Greater Boston, the San Francisco Bay Area, New York City, San Diego, Seattle, Maryland, and Research Triangle.