What is Zacks Research’s Estimate for ARE Q4 Earnings?

Alexandria Real Estate Equities, Inc. (NYSE:ARE) – Equities researchers at Zacks Research lifted their Q4 2026 earnings estimates for Alexandria Real Estate Equities in a research report issued to clients and investors on Monday, February 16th. Zacks Research analyst Team now forecasts that the real estate investment trust will earn $1.48 per share for the quarter, up from their previous forecast of $1.41. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Alexandria Real Estate Equities’ current full-year earnings is $9.32 per share.

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, beating analysts’ consensus estimates of $2.15 by $0.01. The firm had revenue of $754.41 million for the quarter, compared to analyst estimates 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 quarterly revenue was down 4.4% compared to the same quarter last year. During the same period last year, the firm earned $2.39 earnings per share. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS.

A number of other analysts also recently weighed in on ARE. Royal Bank Of Canada restated a “sector perform” rating and issued a $60.00 target price on shares of Alexandria Real Estate Equities in a research report on Tuesday, February 10th. Citizens Jmp lowered shares of Alexandria Real Estate Equities from an “outperform” rating to a “market perform” rating in a report on Thursday, November 13th. BMO Capital Markets upped their price objective on shares of Alexandria Real Estate Equities from $60.00 to $65.00 and gave the company an “outperform” rating in a research note on Monday, January 26th. Mizuho decreased their target price on shares of 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. Finally, BNP Paribas Exane lowered their price target on shares of 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. Four research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, Alexandria Real Estate Equities presently has a consensus rating of “Hold” and an average price target of $65.73.

Alexandria Real Estate Equities Stock Performance

Alexandria Real Estate Equities stock opened at $53.65 on Thursday. Alexandria Real Estate Equities has a fifty-two week low of $44.10 and a fifty-two week high of $105.14. The company has a debt-to-equity ratio of 0.65, a quick ratio of 0.23 and a current ratio of 0.23. The stock has a market cap of $9.30 billion, a P/E ratio of -6.36, a price-to-earnings-growth ratio of 6.48 and a beta of 1.31. The firm’s fifty day moving average price is $53.04 and its 200-day moving average price is $64.06.

Alexandria Real Estate Equities Cuts Dividend

The company 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. This represents a $2.88 dividend on an annualized basis and a dividend yield of 5.4%. The ex-dividend date was Wednesday, December 31st. Alexandria Real Estate Equities’s dividend payout ratio is currently -34.12%.

Alexandria Real Estate Equities declared that its board has initiated a share repurchase program 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 programs are typically an indication that the company’s management believes its shares are undervalued.

Insider Activity

In other Alexandria Real Estate Equities news, Chairman Joel S. Marcus acquired 25,000 shares of the company’s stock in a transaction on Thursday, February 12th. The stock was acquired at an average price of $53.92 per share, for a total transaction of $1,348,000.00. Following the acquisition, the chairman owned 562,724 shares in the company, valued at $30,342,078.08. This represents a 4.65% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, Director Sheila K. Mcgrath bought 3,100 shares of Alexandria Real Estate Equities 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 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 position. Additional details regarding this purchase are available in the official SEC disclosure. 1.08% of the stock is owned by company insiders.

Institutional Trading of Alexandria Real Estate Equities

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Norges Bank bought a new stake in Alexandria Real Estate Equities during the 4th quarter valued at approximately $805,429,000. Invesco Ltd. raised its position in shares of Alexandria Real Estate Equities by 57.9% in the 4th quarter. Invesco Ltd. now owns 6,033,304 shares of the real estate investment trust’s stock worth $295,270,000 after acquiring an additional 2,211,424 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in shares of Alexandria Real Estate Equities by 1,022.1% in 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 purchasing an additional 1,652,298 shares during the period. Freestone Grove Partners LP bought a new stake in shares of Alexandria Real Estate Equities during the fourth quarter valued at approximately $72,144,000. Finally, Goldman Sachs Group Inc. boosted its position in shares of Alexandria Real Estate Equities by 52.7% during the fourth quarter. Goldman Sachs Group Inc. now owns 3,582,387 shares of the real estate investment trust’s stock valued at $175,322,000 after purchasing an additional 1,236,781 shares in the last quarter. 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) 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.