Alexandria Real Estate Equities, Inc. $ARE Shares Bought by B&I Capital AG

B&I Capital AG lifted its holdings in Alexandria Real Estate Equities, Inc. (NYSE:ARE) by 49.2% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 78,473 shares of the real estate investment trust’s stock after acquiring an additional 25,880 shares during the quarter. Alexandria Real Estate Equities makes up about 2.3% of B&I Capital AG’s portfolio, making the stock its 22nd biggest holding. B&I Capital AG’s holdings in Alexandria Real Estate Equities were worth $6,540,000 at the end of the most recent reporting period.

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

Alexandria Real Estate Equities News Summary

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

• Positive Sentiment: Multiple brokerages raised price targets this week, signaling analyst confidence in recovery potential — Evercore bumped its target to $67 and kept an “outperform” rating. This is being read as bullish for upside expectations. Evercore price target raise
• Positive Sentiment: Cantor Fitzgerald raised its target to $60 (neutral rating), another upward revision that supports near-term upside vs. current levels. Cantor Fitzgerald price target raise
• Positive Sentiment: Jefferies raised its price target to $57 (hold), adding incremental support to the view that downside is limited from current levels. Jefferies price target raise
• Positive Sentiment: Quarterly earnings call highlighted stronger leasing activity in places and revenue slightly ahead of expectations, which investors view as evidence leasing fundamentals may stabilize. Q4 earnings call highlights
• Neutral Sentiment: Management is pursuing asset sales in the Bay Area (converting or selling life-sciences sites for housing), a move that can improve liquidity and de-lever the balance sheet but signals willingness to exit some life-sciences exposure. Bay Area site sales
• Neutral Sentiment: Company and brokers hold an average “Hold” recommendation, reflecting mixed views across the sell side — not a consensus buy but not a clear sell either. Brokerage consensus
• Negative Sentiment: Alexandria reported a roughly $1 billion loss tied to portfolio markdowns and non-cash items, and management warned of continued challenges in lab leasing — negatives that pressure near-term earnings visibility and NAV. $1B loss and lab glut
• Negative Sentiment: Plans were scrapped to convert a Fenway lab site to a different use, highlighting project-level pullbacks and execution changes amid weaker demand. Fenway conversion canceled
• Negative Sentiment: Coverage notes Alexandria underperformed peers recently, reflecting investor concern about exposure to a lab-glutted market and the company’s heavy leverage relative to peers. Underperformance vs peers

Insider Buying and Selling at Alexandria Real Estate Equities

In related news, Director Sheila K. Mcgrath purchased 3,100 shares of the stock in a transaction on Wednesday, December 10th. The shares were purchased at an average price of $45.60 per share, with a total value of $141,360.00. Following the transaction, the director directly 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 legal filing with the SEC, which can be accessed through this hyperlink. 1.08% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

ARE has been the subject of a number of research reports. JPMorgan Chase & Co. reduced their price objective on Alexandria Real Estate Equities from $65.00 to $63.00 and set a “neutral” rating for the company in a research report on Wednesday, January 14th. Zacks Research downgraded shares of Alexandria Real Estate Equities from a “hold” rating to a “strong sell” rating in a report on Thursday, November 6th. Weiss Ratings reiterated a “sell (d)” rating on shares of Alexandria Real Estate Equities in a research report on Wednesday, January 21st. Citizens Jmp lowered shares of 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 cut their price target on Alexandria Real Estate Equities from $73.00 to $67.00 and set an “outperform” rating on the stock in a research note on Thursday, December 4th. Five investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, Alexandria Real Estate Equities currently has a consensus rating of “Hold” and an average price target of $65.86.

Alexandria Real Estate Equities Stock Performance

Shares of ARE opened at $54.66 on Friday. The firm’s 50 day moving average price is $51.61 and its two-hundred day moving average price is $66.65. Alexandria Real Estate Equities, Inc. has a twelve month low of $44.10 and a twelve month high of $105.14. The firm has a market cap of $9.47 billion, a P/E ratio of -6.48, a PEG ratio of 6.52 and a beta of 1.31. The company has a debt-to-equity ratio of 0.65, a quick ratio of 0.24 and a current ratio of 0.23.

Alexandria Real Estate Equities (NYSE:ARE) last posted 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. Alexandria Real Estate Equities had a negative return on equity of 6.82% and a negative net margin of 47.23%.The company had revenue of $754.41 million during the quarter, compared to analysts’ expectations of $742.64 million. During the same period in the prior year, the firm 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, analysts forecast that Alexandria Real Estate Equities, Inc. will post 9.32 EPS for the current fiscal year.

Alexandria Real Estate Equities announced that its board has authorized a share 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 stock through open market purchases. Stock repurchase plans are often an indication that the company’s management believes its shares are undervalued.

Alexandria Real Estate Equities Cuts Dividend

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

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.