Alexandria Real Estate Equities, Inc. $ARE Shares Purchased by Federated Hermes Inc.

Federated Hermes Inc. raised its position in Alexandria Real Estate Equities, Inc. (NYSE:ARE) by 22.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 991,232 shares of the real estate investment trust’s stock after acquiring an additional 180,886 shares during the quarter. Federated Hermes Inc.’s holdings in Alexandria Real Estate Equities were worth $82,609,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in ARE. Sound Income Strategies LLC acquired a new stake in Alexandria Real Estate Equities during the 2nd quarter valued at $25,000. Loomis Sayles & Co. L P acquired a new stake in shares of Alexandria Real Estate Equities during the second quarter valued at about $27,000. CYBER HORNET ETFs LLC purchased a new stake in shares of Alexandria Real Estate Equities during the second quarter worth about $30,000. MUFG Securities EMEA plc acquired a new position in shares of Alexandria Real Estate Equities in the second quarter worth about $33,000. Finally, CVA Family Office LLC lifted its stake in shares of Alexandria Real Estate Equities by 126.8% in the third quarter. CVA Family Office LLC now owns 601 shares of the real estate investment trust’s stock worth $50,000 after acquiring an additional 336 shares in the last quarter. Hedge funds and other institutional investors own 96.54% of the company’s stock.

Insider Buying and Selling at Alexandria Real Estate Equities

In related news, Director Sheila K. Mcgrath purchased 3,100 shares of the company’s stock in a transaction dated Wednesday, December 10th. The shares were acquired at an average cost of $45.60 per share, for a total transaction of $141,360.00. Following the transaction, the director owned 8,392 shares of the company’s stock, valued at $382,675.20. This trade represents a 58.58% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 1.15% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on ARE shares. BNP Paribas Exane lowered their price objective on Alexandria Real Estate Equities from $72.00 to $50.00 and set an “underperform” rating for the company in a research note on Thursday, December 4th. 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 for the company in a research report on Thursday, December 4th. Zacks Research lowered shares of Alexandria Real Estate Equities from a “hold” rating to a “strong sell” rating in a research note on Thursday, November 6th. Evercore ISI reduced their price objective on shares of Alexandria Real Estate Equities from $72.00 to $64.00 and set an “outperform” rating on the stock in a research note on Thursday, December 4th. Finally, Morgan Stanley started coverage on shares of Alexandria Real Estate Equities in a report on Friday, January 9th. They set an “equal weight” rating and a $55.00 price objective for the company. Five research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $63.93.

Alexandria Real Estate Equities Stock Down 6.0%

ARE stock opened at $54.65 on Thursday. The firm has a market cap of $9.47 billion, a price-to-earnings ratio of -6.48, a PEG ratio of 7.02 and a beta of 1.31. Alexandria Real Estate Equities, Inc. has a 1-year low of $44.10 and a 1-year high of $105.14. The firm has a fifty day moving average price of $51.43 and a two-hundred day moving average price of $66.90. The company has a debt-to-equity ratio of 0.65, a current ratio of 0.23 and a quick ratio of 0.24.

Alexandria Real Estate Equities (NYSE:ARE) last posted its quarterly earnings results 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. Alexandria Real Estate Equities had a negative net margin of 47.23% and a negative return on equity of 6.82%. The company had revenue of $754.41 million for the quarter, compared to the consensus estimate of $742.64 million. During the same period last year, the firm posted $2.39 EPS. The company’s revenue for the quarter was down 4.4% on a year-over-year basis. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS. Research analysts predict that Alexandria Real Estate Equities, Inc. will post 9.32 EPS for the current year.

Alexandria Real Estate Equities announced that its board has initiated a share repurchase plan 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 repurchase up to 6.4% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s board believes its stock is undervalued.

Alexandria Real Estate Equities Cuts Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, January 15th. Stockholders of record on Wednesday, December 31st were issued a dividend of $0.72 per share. The ex-dividend date of this dividend was Wednesday, December 31st. This represents a $2.88 annualized dividend and a dividend yield of 5.3%. Alexandria Real Estate Equities’s dividend payout ratio is -116.60%.

Trending Headlines about Alexandria Real Estate Equities

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

• Positive Sentiment: BMO Capital Markets analyst said ARE’s stock is expected to rise, providing third‑party support for upside after the company’s results. Alexandria Real Estate Equities (NYSE:ARE) Stock Price Expected to Rise, BMO Capital Markets Analyst Says
• Positive Sentiment: Alexandria launched cash tender offers to repurchase up to $800M of long‑dated senior notes — a capital‑structure move that can lower future interest burden and signal liquidity/financial flexibility. Alexandria Real Estate Equities, Inc. Announces Cash Tender Offers
• Positive Sentiment: Q4 results: AFFO and revenue beat estimates and leasing volume stayed solid, which supports short‑term cash generation vs. consensus worries. Alexandria’s Q4 AFFO & Revenues Beat Estimates, Occupancy Decline Y/Y
• Neutral Sentiment: Earnings call transcript provides management detail and FY‑2026 outlook; useful for modeling but contains both constructive and cautious commentary. Alexandria Real Estate Equities, Inc. (ARE) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Management outlined a $2.9B 2026 dispositions target and plans (~$581M reported) to sell assets as it reshapes the portfolio — management warns this will drive an occupancy dip in Q1 as renewals and re‑tenanting occur. That signals near‑term cash flow and occupancy headwinds. Alexandria outlines $2.9B 2026 dispositions target and expects occupancy dip in Q1 2026 as portfolio strategy intensifies Alexandria Plans $581M in Dispositions as Leasing Struggles Persist
• Negative Sentiment: Market commentary flagged dividend‑cut concerns and investor unease; headlines and sentiment‑driven flows can amplify declines even when earnings beat. Alexandria Real Estate Equities (ARE) Stock Fell Amid Dividend Cut Concerns Alexandria Real Estate Equities (ARE) Stock Fell Amid Dividend Cut Concerns
• Negative Sentiment: Company reported net losses for 4Q25 and full‑year 2025 and noted year‑over‑year occupancy declines — fundamentals that justify continued investor caution. Alexandria Real Estate Equities, Inc. Reports 4Q25 and 2025 Net Loss per Share

Alexandria Real Estate Equities 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.