Zacks Research Issues Negative Forecast for ARE Earnings

Alexandria Real Estate Equities, Inc. (NYSE:ARE) – Equities researchers at Zacks Research dropped their Q1 2027 earnings per share estimates for shares of Alexandria Real Estate Equities in a research report issued to clients and investors on Monday, July 20th. Zacks Research analyst Team now anticipates that the real estate investment trust will post earnings of $1.46 per share for the quarter, down from their prior estimate of $1.47. Zacks Research 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’ Q2 2027 earnings at $1.46 EPS, Q3 2027 earnings at $1.42 EPS, Q4 2027 earnings at $1.23 EPS, FY2027 earnings at $5.56 EPS, Q1 2028 earnings at $1.39 EPS, Q2 2028 earnings at $1.40 EPS and FY2028 earnings at $5.62 EPS.

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

A number of other equities research analysts have also commented on the company. Mizuho lowered their price target on Alexandria Real Estate Equities from $70.00 to $60.00 and set an “outperform” rating for the company in a research report on Monday, July 6th. Robert W. Baird reaffirmed a “neutral” rating and set a $46.00 price objective (down from $67.00) on shares of Alexandria Real Estate Equities in a report on Monday, May 4th. Cantor Fitzgerald reduced their target price on shares of Alexandria Real Estate Equities from $60.00 to $43.00 and set a “neutral” rating for the company in a research note on Wednesday, April 29th. Wall Street Zen upgraded shares of Alexandria Real Estate Equities from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Finally, Citigroup reissued an “outperform” rating on shares of Alexandria Real Estate Equities in a research report on Monday, May 4th. Three equities 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. Based on data from MarketBeat.com, the stock currently has an average rating of “Reduce” and a consensus price target of $51.08.

Alexandria Real Estate Equities Stock Down 1.9%

Shares of NYSE:ARE opened at $49.67 on Tuesday. The business’s 50 day moving average is $50.31 and its 200 day moving average is $50.37. Alexandria Real Estate Equities has a 12-month low of $39.41 and a 12-month high of $88.24. The stock has a market cap of $8.66 billion, a price-to-earnings ratio of -7.92, a PEG ratio of 6.17 and a beta of 1.17. The company has a quick ratio of 0.20, a current ratio of 0.20 and a debt-to-equity ratio of 0.65.

Institutional Trading of Alexandria Real Estate Equities

A number of large investors have recently added to or reduced their stakes in the stock. BOKF NA raised its position in Alexandria Real Estate Equities by 6,033.3% in the third quarter. BOKF NA now owns 368 shares of the real estate investment trust’s stock worth $31,000 after acquiring an additional 362 shares during the period. CYBER HORNET ETFs LLC bought a new position in shares of Alexandria Real Estate Equities during the 2nd quarter valued at approximately $30,000. CIBC Private Wealth Group LLC grew its position in shares of Alexandria Real Estate Equities by 109.6% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 436 shares of the real estate investment trust’s stock valued at $36,000 after acquiring an additional 228 shares during the period. MUFG Securities EMEA plc purchased a new stake in shares of Alexandria Real Estate Equities during the 2nd quarter worth approximately $33,000. Finally, FNY Investment Advisers LLC purchased a new stake in shares of Alexandria Real Estate Equities during the 2nd quarter worth approximately $26,000. Hedge funds and other institutional investors own 96.54% of the company’s stock.

Insider Buying and Selling

In other news, CFO Marc E. Binda sold 2,000 shares of the firm’s stock in a transaction on Tuesday, June 9th. The stock was sold at an average price of $54.00, for a total transaction of $108,000.00. Following the completion of the sale, the chief financial officer directly owned 188,264 shares of the company’s stock, valued at $10,166,256. This trade represents a 1.05% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Gregory Calvin Thomas bought 3,500 shares of the stock in a transaction dated Thursday, April 30th. The shares were acquired at an average price of $41.00 per share, for a total transaction of $143,500.00. Following the completion of the purchase, the executive vice president directly owned 33,024 shares in the company, valued at approximately $1,353,984. This trade represents a 11.85% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 1.35% of the stock is currently owned by corporate insiders.

Alexandria Real Estate Equities Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th were issued a dividend of $0.72 per share. This represents a $2.88 dividend on an annualized basis and a yield of 5.8%. The ex-dividend date was Tuesday, June 30th. Alexandria Real Estate Equities’s dividend payout ratio (DPR) is -45.93%.

Key Alexandria Real Estate Equities News

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

• Negative Sentiment: Zacks Research cut its earnings outlook for Alexandria Real Estate Equities across multiple future periods, including FY2027, FY2028, and several 2027–2028 quarters, signaling expectations for weaker profitability ahead. Source article
• Negative Sentiment: The firm also maintained a “Strong Sell” rating, which can weigh on investor sentiment and reinforce concerns about the stock’s near-term outlook. Source article
• Neutral Sentiment: One article suggested ARE could be about 10% undervalued after its recent $5 billion credit move, which could support the stock if investors focus on balance-sheet flexibility rather than the weaker earnings outlook. Source article
• Neutral Sentiment: News that Harvest Properties bought a 25-acre R&D campus in Palo Alto may be relevant to the broader life-science real estate market, but it is not clearly a direct catalyst for Alexandria Real Estate Equities. Source article

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.