Alexandria Real Estate Equities, Inc. (NYSE:ARE) Receives Average Recommendation of “Hold” from Brokerages

Shares of Alexandria Real Estate Equities, Inc. (NYSE:ARE) have been given an average recommendation of “Hold” by the seventeen analysts that are covering the stock, MarketBeat.com reports. Three analysts have rated the stock with a sell recommendation, nine have assigned a hold recommendation and five have given a buy recommendation to the company. The average 1-year price objective among brokers that have covered the stock in the last year is $63.9286.

Several equities analysts recently weighed in on ARE shares. 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. Mizuho cut their target price on Alexandria Real Estate Equities from $91.00 to $70.00 and set an “outperform” rating on the stock in a research report on Friday, January 9th. Citizens Jmp lowered Alexandria Real Estate Equities from an “outperform” rating to a “market perform” rating in a research report on Thursday, November 13th. Zacks Research cut Alexandria Real Estate Equities from a “hold” rating to a “strong sell” rating in a research note on Thursday, November 6th. Finally, BMO Capital Markets upped their target price on shares of Alexandria Real Estate Equities from $60.00 to $65.00 and gave the stock an “outperform” rating in a research note on Monday.

Key Alexandria Real Estate Equities News

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

Insider Activity at Alexandria Real Estate Equities

In other Alexandria Real Estate Equities news, Director Sheila K. Mcgrath bought 3,100 shares of the business’s stock in a transaction dated Wednesday, December 10th. The shares were purchased at an average price of $45.60 per share, for a total transaction 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 represents a 58.58% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 1.15% of the stock is currently owned by corporate insiders.

Institutional Trading of Alexandria Real Estate Equities

A number of hedge funds have recently bought and sold shares of the business. Norges Bank bought a new position in Alexandria Real Estate Equities in the 2nd quarter valued at $1,195,306,000. State Street Corp grew its position in Alexandria Real Estate Equities by 3.7% during the third quarter. State Street Corp now owns 11,273,031 shares of the real estate investment trust’s stock valued at $954,117,000 after buying an additional 399,286 shares during the period. Geode Capital Management LLC increased its holdings in Alexandria Real Estate Equities by 1.9% during the second quarter. Geode Capital Management LLC now owns 4,318,035 shares of the real estate investment trust’s stock worth $312,407,000 after buying an additional 82,591 shares during the last quarter. Invesco Ltd. raised its position in Alexandria Real Estate Equities by 4.0% in the third quarter. Invesco Ltd. now owns 3,821,880 shares of the real estate investment trust’s stock worth $318,516,000 after acquiring an additional 145,562 shares during the period. Finally, Charles Schwab Investment Management Inc. raised its position in Alexandria Real Estate Equities by 4.9% in the second quarter. Charles Schwab Investment Management Inc. now owns 2,655,204 shares of the real estate investment trust’s stock worth $192,848,000 after acquiring an additional 125,020 shares during the period. 96.54% of the stock is currently owned by institutional investors.

Alexandria Real Estate Equities Stock Performance

NYSE ARE opened at $54.65 on Thursday. The company has a market cap of $9.47 billion, a P/E ratio of -6.48, a PEG ratio of 7.02 and a beta of 1.31. The company has a fifty day simple moving average of $51.43 and a 200 day simple moving average of $66.90. The company has a current ratio of 0.23, a quick ratio of 0.24 and a debt-to-equity ratio of 0.65. Alexandria Real Estate Equities has a 12-month low of $44.10 and a 12-month high of $105.14.

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 for the quarter, topping the consensus estimate of $2.15 by $0.01. The firm had revenue of $754.41 million for the quarter, compared to the consensus estimate 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 company posted $2.39 earnings per share. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS. Sell-side analysts predict that Alexandria Real Estate Equities will post 9.32 earnings per share for the current fiscal year.

Alexandria Real Estate Equities Cuts Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, January 15th. Shareholders of record on Wednesday, December 31st were given a $0.72 dividend. This represents a $2.88 dividend on an annualized basis 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 is presently -116.60%.

Alexandria Real Estate Equities announced that its board has approved a stock buyback plan on Monday, December 8th that permits the company to repurchase $500.00 million in shares. This repurchase authorization permits the real estate investment trust to reacquire up to 6.4% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s board believes its stock is undervalued.

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.