175,949 Shares in Alexandria Real Estate Equities, Inc. $ARE Purchased by Nan Fung Trinity HK Ltd.

Nan Fung Trinity HK Ltd. bought a new position in shares of Alexandria Real Estate Equities, Inc. (NYSE:ARE) in the 3rd quarter, Holdings Channel.com reports. The institutional investor bought 175,949 shares of the real estate investment trust’s stock, valued at approximately $14,664,000. Alexandria Real Estate Equities comprises 1.5% of Nan Fung Trinity HK Ltd.’s investment portfolio, making the stock its 28th biggest holding.

Other hedge funds and other institutional investors have also modified their holdings of the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of Alexandria Real Estate Equities by 102.4% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 23,245 shares of the real estate investment trust’s stock worth $2,184,000 after acquiring an additional 11,762 shares during the period. NewEdge Advisors LLC lifted its position in shares of Alexandria Real Estate Equities by 4,261.1% during the 1st quarter. NewEdge Advisors LLC now owns 3,140 shares of the real estate investment trust’s stock valued at $290,000 after acquiring an additional 3,068 shares during the period. Empowered Funds LLC lifted its position in Alexandria Real Estate Equities by 4.8% during the first quarter. Empowered Funds LLC now owns 6,455 shares of the real estate investment trust’s stock worth $597,000 after purchasing an additional 296 shares during the period. Woodline Partners LP lifted its holdings in shares of Alexandria Real Estate Equities by 39.9% during the 1st quarter. Woodline Partners LP now owns 13,015 shares of the real estate investment trust’s stock worth $1,204,000 after acquiring an additional 3,714 shares during the period. Finally, Focus Partners Wealth raised its position in Alexandria Real Estate Equities by 171.5% during the first quarter. Focus Partners Wealth now owns 6,591 shares of the real estate investment trust’s stock valued at $610,000 after purchasing an additional 4,163 shares in the last quarter. Institutional investors own 96.54% of the company’s stock.

Alexandria Real Estate Equities Stock Up 1.1%

Shares of NYSE:ARE opened at $54.66 on Friday. The company has a market capitalization of $9.47 billion, a price-to-earnings ratio of -6.48, a P/E/G ratio of 6.52 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 business’s 50-day moving average is $51.61 and its 200-day moving average is $66.65. 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 released its earnings results on Monday, January 26th. The real estate investment trust reported $2.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.15 by $0.01. The company 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%. Alexandria Real Estate Equities’s quarterly revenue was down 4.4% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.39 EPS. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS. Equities research analysts predict that Alexandria Real Estate Equities, Inc. will post 9.32 earnings per share for the current year.

Alexandria Real Estate Equities Cuts Dividend

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

Alexandria Real Estate Equities announced that its Board of Directors has approved a share repurchase program on Monday, December 8th that authorizes the company to buyback $500.00 million in shares. This buyback authorization authorizes the real estate investment trust to purchase up to 6.4% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s board believes its stock is undervalued.

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

Analyst Ratings Changes

A number of research analysts have recently commented on the stock. Robert W. Baird dropped their target price on shares of Alexandria Real Estate Equities from $73.00 to $67.00 and set an “outperform” rating for the company in a report on Thursday, December 4th. Weiss Ratings restated a “sell (d)” rating on shares of Alexandria Real Estate Equities in a report on Wednesday, January 21st. Morgan Stanley initiated coverage on Alexandria Real Estate Equities in a research note on Friday, January 9th. They issued an “equal weight” rating and a $55.00 price objective for the company. Deutsche Bank Aktiengesellschaft cut their target price on shares of Alexandria Real Estate Equities from $83.00 to $45.00 and set a “hold” rating on the stock in a research report on Friday, December 19th. Finally, Citizens Jmp cut shares of Alexandria Real Estate Equities from an “outperform” rating to a “market perform” rating in a research report on Thursday, November 13th. Five equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, Alexandria Real Estate Equities presently has a consensus rating of “Hold” and a consensus price target of $65.86.

Insider Activity

In other Alexandria Real Estate Equities news, Director Sheila K. Mcgrath purchased 3,100 shares of Alexandria Real Estate Equities stock in a transaction that occurred on Wednesday, December 10th. The stock was acquired at an average price of $45.60 per share, with a total value of $141,360.00. Following the transaction, the director owned 8,392 shares in the company, valued at $382,675.20. This trade represents a 58.58% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.08% of the stock is currently owned by corporate insiders.

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.