Strs Ohio Raises Stock Position in Alexandria Real Estate Equities, Inc. $ARE

Strs Ohio raised its position in Alexandria Real Estate Equities, Inc. (NYSE:ARE) by 52.1% in the 3rd quarter, Holdings Channel.com reports. The fund owned 688,036 shares of the real estate investment trust’s stock after acquiring an additional 235,801 shares during the quarter. Strs Ohio’s holdings in Alexandria Real Estate Equities were worth $57,341,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Norges Bank acquired a new position in Alexandria Real Estate Equities during the 2nd quarter valued at about $1,195,306,000. State Street Corp raised its holdings in shares of Alexandria Real Estate Equities by 1.7% in the second quarter. State Street Corp now owns 10,873,745 shares of the real estate investment trust’s stock worth $803,863,000 after buying an additional 181,674 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of Alexandria Real Estate Equities by 1.9% during the second quarter. Geode Capital Management LLC now owns 4,318,035 shares of the real estate investment trust’s stock valued at $312,407,000 after buying an additional 82,591 shares during the last quarter. Invesco Ltd. raised its stake in Alexandria Real Estate Equities by 16.8% in the 2nd quarter. Invesco Ltd. now owns 3,676,318 shares of the real estate investment trust’s stock worth $267,011,000 after acquiring an additional 528,575 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its position in Alexandria Real Estate Equities by 4.9% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 2,655,204 shares of the real estate investment trust’s stock worth $192,848,000 after acquiring an additional 125,020 shares during the period. Hedge funds and other institutional investors own 96.54% of the company’s stock.

Analyst Upgrades and Downgrades

ARE has been the subject of several research analyst reports. 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. BNP Paribas Exane dropped their price objective on shares of Alexandria Real Estate Equities from $72.00 to $50.00 and set an “underperform” rating on the stock in a report on Thursday, December 4th. Citigroup reduced their target price on shares of Alexandria Real Estate Equities from $61.00 to $52.00 and set a “neutral” rating for the company in a report on Thursday, December 4th. BMO Capital Markets set a $60.00 target price on shares of Alexandria Real Estate Equities in a research report on Thursday, December 4th. Finally, JPMorgan Chase & Co. cut their price target on Alexandria Real Estate Equities from $65.00 to $63.00 and set a “neutral” rating on the stock in a research report on Wednesday, January 14th. Five research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $63.57.

Trending Headlines about Alexandria Real Estate Equities

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

• Neutral Sentiment: Q4 earnings preview — analysts expect weaker Q4 revenue and adjusted FFO as occupancy and leasing trends remain under pressure; results and management commentary on Jan. 26 are likely to drive short‑term moves. Alexandria to Post Q4 Earnings: What to Expect From the Stock?
• Negative Sentiment: Multiple law firms have filed or announced investigations and class actions alleging securities fraud tied to disclosures about leasing spreads, tenant pipeline and occupancy; plaintiffs seek lead plaintiff appointments and damages for purchases between Jan. 27, 2025 and Oct. 27, 2025 (lead‑plaintiff deadline Jan. 26, 2026). This legal overhang increases litigation risk and uncertainty for shareholders. ARE DEADLINE: ROSEN, LEADING INVESTOR COUNSEL, Encourages Alexandria Real Estate Equities, Inc. Investors to Secure Counsel Before Important January 26 Deadline in Securities Class Action – ARE
• Negative Sentiment: Widespread plaintiff outreach from firms (Pomerantz, Faruqi & Faruqi, Bernstein Liebhard, Bleichmar Fonti & Auld, Frank R. Cruz, Holzer & Holzer, Kahn Swick & Foti, Bronstein Gewirtz & Grossman, DJS, Schall, etc.) highlights broad investor interest in litigation following the stock’s ~19% decline — likely to sustain volatility and potential settlement exposure. ALEXANDRIA REAL ESTATE EQUITIES, INC. (NYSE: ARE) DEADLINE ALERT Bernstein Liebhard LLP Reminds Alexandria Real Estate Equities, Inc. Investors of Upcoming Deadline
• Negative Sentiment: Analyst / equity research pressure — Seeking Alpha published a downgrade call arguing that “increased pain” in operations warrants a lower rating, adding selling sentiment ahead of earnings. Alexandria Real Estate Equities: Increased Pain Requires A Downgrade

Insiders Place Their Bets

In other Alexandria Real Estate Equities news, Director Sheila K. Mcgrath bought 3,100 shares of the stock in a transaction on Wednesday, December 10th. The shares were bought at an average price of $45.60 per share, with a total value of $141,360.00. Following the purchase, the director directly 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 legal filing with the SEC, which is available through this hyperlink. Insiders own 1.08% of the company’s stock.

Alexandria Real Estate Equities Stock Performance

NYSE:ARE opened at $58.12 on Friday. The stock has a market capitalization of $10.04 billion, a PE ratio of -23.53, a P/E/G ratio of 7.06 and a beta of 1.31. The company has a fifty day moving average of $50.90 and a two-hundred day moving average of $67.54. The company has a debt-to-equity ratio of 0.65, a quick ratio of 0.24 and a current ratio of 0.24. Alexandria Real Estate Equities, Inc. has a fifty-two week low of $44.10 and a fifty-two week high of $105.14.

Alexandria Real Estate Equities (NYSE:ARE) last released its quarterly earnings results on Monday, October 27th. The real estate investment trust reported $2.22 earnings per share for the quarter, missing the consensus estimate of $2.31 by ($0.09). Alexandria Real Estate Equities had a negative return on equity of 1.89% and a negative net margin of 13.43%.The company had revenue of $751.94 million for the quarter, compared to analyst estimates of $752.90 million. During the same quarter last year, the company earned $2.37 EPS. The firm’s revenue for the quarter was down 5.0% on a year-over-year basis. Alexandria Real Estate Equities has set its FY 2025 guidance at 8.980-9.040 EPS. As a group, research analysts forecast that Alexandria Real Estate Equities, Inc. will post 9.32 earnings per share for the current fiscal year.

Alexandria Real Estate Equities Cuts Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, January 15th. Investors of record on Wednesday, December 31st were paid a $0.72 dividend. This represents a $2.88 annualized dividend and a yield of 5.0%. The ex-dividend date of this dividend was Wednesday, December 31st. Alexandria Real Estate Equities’s dividend payout ratio is currently -116.60%.

Alexandria Real Estate Equities declared that its board has authorized a share buyback program 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 purchase up to 6.4% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s board of directors believes its stock is undervalued.

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.