Zacks Research Has Negative Outlook for ARE FY2026 Earnings

Alexandria Real Estate Equities, Inc. (NYSE:ARE) – Analysts at Zacks Research dropped their FY2026 earnings per share estimates for shares of Alexandria Real Estate Equities in a research note issued to investors on Monday, July 20th. Zacks Research analyst Team now anticipates that the real estate investment trust will earn $6.36 per share for the year, down from their prior estimate of $6.40. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for Alexandria Real Estate Equities’ current full-year earnings is $6.36 per share. Zacks Research also issued estimates for Alexandria Real Estate Equities’ Q4 2026 earnings at $1.47 EPS.

Other equities research analysts have also issued reports about the stock. Mizuho lowered their price objective on shares of Alexandria Real Estate Equities from $70.00 to $60.00 and set an “outperform” rating for the company in a report on Monday, July 6th. Jefferies Financial Group reduced their target price on shares of Alexandria Real Estate Equities from $57.00 to $47.00 and set a “hold” rating on the stock in a report on Tuesday, April 14th. Cantor Fitzgerald decreased their target price on shares of Alexandria Real Estate Equities from $60.00 to $43.00 and set a “neutral” rating on the stock in a research report on Wednesday, April 29th. The Goldman Sachs Group reissued a “neutral” rating and issued a $52.00 price target on shares of Alexandria Real Estate Equities in a research note on Tuesday, May 19th. Finally, Robert W. Baird restated a “neutral” rating and set a $46.00 price target (down from $67.00) on shares of Alexandria Real Estate Equities in a research report on Monday, May 4th. Three research analysts have rated the stock with a Buy rating, nine have given a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Reduce” and an average target price of $51.08.

Alexandria Real Estate Equities Stock Up 1.1%

Shares of ARE opened at $50.18 on Wednesday. Alexandria Real Estate Equities has a 1 year low of $39.41 and a 1 year high of $88.24. The company has a debt-to-equity ratio of 0.65, a current ratio of 0.20 and a quick ratio of 0.20. The stock has a 50 day simple moving average of $50.39 and a two-hundred day simple moving average of $50.37. The firm has a market cap of $8.74 billion, a P/E ratio of -8.00, a P/E/G ratio of 6.05 and a beta of 1.17.

Alexandria Real Estate Equities (NYSE:ARE) last announced its quarterly earnings data on Monday, April 27th. The real estate investment trust reported $1.73 EPS for the quarter, meeting the consensus estimate of $1.73. The firm had revenue of $671.02 million for the quarter, compared to analyst estimates of $684.78 million. Alexandria Real Estate Equities had a negative return on equity of 5.21% and a negative net margin of 36.03%.The company’s revenue was down 11.5% on a year-over-year basis. During the same period in the prior year, the company earned $2.30 EPS. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.300-6.500 EPS.

Alexandria Real Estate Equities Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th were paid a dividend of $0.72 per share. This represents a $2.88 dividend on an annualized basis and a dividend yield of 5.7%. The ex-dividend date of this dividend was Tuesday, June 30th. Alexandria Real Estate Equities’s dividend payout ratio is -45.93%.

Insider Transactions at Alexandria Real Estate Equities

In other news, EVP Gregory Calvin Thomas bought 3,500 shares of the business’s stock in a transaction dated Thursday, April 30th. The shares were purchased at an average price of $41.00 per share, for a total transaction of $143,500.00. Following the completion of the acquisition, the executive vice president owned 33,024 shares of the company’s stock, valued at approximately $1,353,984. This trade represents a 11.85% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Chairman Joel S. Marcus purchased 7,500 shares of the stock in a transaction that occurred on Tuesday, May 5th. The shares were purchased at an average price of $42.72 per share, with a total value of $320,400.00. Following the completion of the acquisition, the chairman directly owned 587,724 shares in the company, valued at $25,107,569.28. The trade was a 1.29% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Company insiders own 1.35% of the company’s stock.

Hedge Funds Weigh In On Alexandria Real Estate Equities

Several hedge funds and other institutional investors have recently modified their holdings of ARE. BOKF NA increased its holdings in Alexandria Real Estate Equities by 6,033.3% during the 3rd quarter. BOKF NA now owns 368 shares of the real estate investment trust’s stock valued at $31,000 after purchasing an additional 362 shares during the period. CYBER HORNET ETFs LLC purchased a new stake in Alexandria Real Estate Equities in the 2nd quarter worth approximately $30,000. CIBC Private Wealth Group LLC lifted its holdings in Alexandria Real Estate Equities by 109.6% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 436 shares of the real estate investment trust’s stock worth $36,000 after buying an additional 228 shares during the period. MUFG Securities EMEA plc bought a new stake in shares of Alexandria Real Estate Equities in the 2nd quarter worth approximately $33,000. Finally, FNY Investment Advisers LLC purchased a new position in shares of Alexandria Real Estate Equities during the second quarter valued at approximately $26,000. 96.54% of the stock is owned by institutional investors.

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.