Alexandria Real Estate Equities (NYSE:ARE) Stock Price Expected to Rise, BMO Capital Markets Analyst Says

Alexandria Real Estate Equities (NYSE:ARE) had its price target upped by investment analysts at BMO Capital Markets from $60.00 to $65.00 in a note issued to investors on Monday,MarketScreener reports. The firm currently has an “outperform” rating on the real estate investment trust’s stock. BMO Capital Markets’ price target points to a potential upside of 11.83% from the company’s current price.

Several other research firms have also weighed in on ARE. BNP Paribas Exane cut their target price on shares of Alexandria Real Estate Equities from $72.00 to $50.00 and set an “underperform” rating for the company in a report on Thursday, December 4th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Alexandria Real Estate Equities in a report on Wednesday, January 21st. Mizuho decreased their price objective on shares of Alexandria Real Estate Equities from $91.00 to $70.00 and set an “outperform” rating for the company in a research report on Friday, January 9th. 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, Robert W. Baird reduced their price target on Alexandria Real Estate Equities from $73.00 to $67.00 and set an “outperform” rating for the company in a report on Thursday, December 4th. Five analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $63.93.

Alexandria Real Estate Equities Stock Performance

NYSE ARE opened at $58.13 on Monday. The firm has a market capitalization of $10.05 billion, a P/E ratio of -6.89, a PEG ratio of 6.91 and a beta of 1.31. The stock has a 50-day simple moving average of $51.32 and a two-hundred day simple moving average of $66.99. The company has a debt-to-equity ratio of 0.65, a quick ratio of 0.24 and a current ratio of 0.24. Alexandria Real Estate Equities has a fifty-two week low of $44.10 and a fifty-two week high of $105.14.

Alexandria Real Estate Equities (NYSE:ARE) last posted its earnings results on Monday, January 26th. The real estate investment trust reported $2.16 EPS for the quarter, topping the consensus estimate of $2.15 by $0.01. Alexandria Real Estate Equities had a negative return on equity of 6.62% and a negative net margin of 47.23%.The firm had revenue of $754.41 million for the quarter, compared to analyst estimates of $742.64 million. During the same period last year, the company earned $2.39 earnings per share. Alexandria Real Estate Equities’s revenue for the quarter was down 4.4% compared to the same quarter last year. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS. On average, equities analysts forecast that Alexandria Real Estate Equities will post 9.32 earnings per share for the current year.

Alexandria Real Estate Equities declared that its Board of Directors has authorized a stock repurchase plan on Monday, December 8th that permits the company to buyback $500.00 million in outstanding 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 generally an indication that the company’s management believes its stock is undervalued.

Insider Transactions at Alexandria Real Estate Equities

In other news, Director Sheila K. Mcgrath bought 3,100 shares of Alexandria Real Estate Equities 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 completion of 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 purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Insiders own 1.15% of the company’s stock.

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 company. Analyst IMS Investment Management Services Ltd. raised its stake in shares of Alexandria Real Estate Equities by 48.3% in the 2nd quarter. Analyst IMS Investment Management Services Ltd. now owns 721,671 shares of the real estate investment trust’s stock valued at $52,415,000 after acquiring an additional 235,093 shares during the period. Bank of Montreal Can increased its holdings in Alexandria Real Estate Equities by 10.7% in the 2nd quarter. Bank of Montreal Can now owns 406,318 shares of the real estate investment trust’s stock valued at $29,511,000 after purchasing an additional 39,117 shares during the last quarter. Washburn Capital Management Inc. acquired a new stake in Alexandria Real Estate Equities in the 2nd quarter valued at approximately $949,000. Penserra Capital Management LLC raised its position in Alexandria Real Estate Equities by 46.3% in the second quarter. Penserra Capital Management LLC now owns 18,927 shares of the real estate investment trust’s stock valued at $1,374,000 after purchasing an additional 5,994 shares during the period. Finally, Arrowstreet Capital Limited Partnership lifted its stake in Alexandria Real Estate Equities by 114.8% during the second quarter. Arrowstreet Capital Limited Partnership now owns 757,533 shares of the real estate investment trust’s stock worth $55,020,000 after purchasing an additional 404,938 shares in the last quarter. Institutional investors and hedge funds own 96.54% of the company’s stock.

Key Alexandria Real Estate Equities News

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

• Positive Sentiment: Company set aggressive FY‑2026 EPS guidance (range $6.25–$6.55) well above street consensus, signaling management expects stronger cash earnings ahead; this outlook is a primary driver of investor optimism. Q4 results & guidance press release
• Positive Sentiment: Company launched cash tender offers to buy up to $800M (aggregate) of long‑dated senior notes (2050–2052 maturities), which can improve debt maturity profile and reduce interest/capital risks — a credit‑positive move that investors view favorably. Tender offers announcement
• Positive Sentiment: Q4 AFFO and revenue modestly beat expectations and leasing activity stayed solid, supporting the company’s cash‑earnings story despite GAAP noise. Zacks: AFFO & revenue beat
• Neutral Sentiment: Full earnings/earnings‑call details and slides are available (useful for modeling cash FFO/AFFO vs. GAAP), but they mostly reiterate the mixed picture: operational cash flow improvements vs. non‑cash write‑downs. Earnings call transcript
• Negative Sentiment: GAAP results showed a large net and operating loss for Q4 driven by non‑cash items and higher costs; headline EPS and net‑loss figures have pressured sentiment and created short‑term volatility. QuiverQuant: massive net loss
• Negative Sentiment: Multiple law firms have announced class‑action investigations/filings alleging securities law violations tied to prior disclosures — legal overhang increases uncertainty and can weigh on the stock while investigations proceed. Class action announcement
• Negative Sentiment: Market commentary flagged dividend‑cut concerns and year‑over‑year occupancy declines, which have seeded fear among income‑oriented investors and contributed to earlier share weakness. Yahoo Finance: dividend cut concerns

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.