Alexandria Real Estate Equities (NYSE:ARE) Price Target Raised to $65.00

Alexandria Real Estate Equities (NYSE:ARE) had its price objective increased by BMO Capital Markets from $60.00 to $65.00 in a research note published on Monday,MarketScreener reports. BMO Capital Markets currently has an outperform rating on the real estate investment trust’s stock.

Several other research firms have also recently issued reports on ARE. Jefferies Financial Group lowered their price objective on shares of Alexandria Real Estate Equities from $62.00 to $47.00 and set a “hold” rating for the company in a research report on Monday, December 15th. Morgan Stanley began coverage on shares of Alexandria Real Estate Equities in a research note on Friday, January 9th. They set an “equal weight” rating and a $55.00 price target for the company. Zacks Research lowered Alexandria Real Estate Equities from a “hold” rating to a “strong sell” rating in a report on Thursday, November 6th. Deutsche Bank Aktiengesellschaft dropped their price objective on Alexandria Real Estate Equities from $83.00 to $45.00 and set a “hold” rating on the stock in a research note on Friday, December 19th. Finally, Cantor Fitzgerald set a $46.00 target price on Alexandria Real Estate Equities in a report on Monday, January 5th. Five analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $63.93.

Alexandria Real Estate Equities Trading Down 6.0%

ARE opened at $54.65 on Monday. The company has a debt-to-equity ratio of 0.65, a quick ratio of 0.24 and a current ratio of 0.23. The stock’s 50 day moving average price is $51.43 and its 200-day moving average price is $66.90. Alexandria Real Estate Equities has a one year low of $44.10 and a one year high of $105.14. The stock has a market cap of $9.47 billion, a price-to-earnings ratio of -6.48, a P/E/G ratio of 7.02 and a beta of 1.31.

Alexandria Real Estate Equities (NYSE:ARE) last announced its quarterly earnings data on Monday, January 26th. The real estate investment trust reported $2.16 EPS for the quarter, beating the consensus estimate of $2.15 by $0.01. Alexandria Real Estate Equities had a negative return on equity of 6.82% and a negative net margin of 47.23%.The company had revenue of $754.41 million for the quarter, compared to the consensus estimate of $742.64 million. During the same quarter in the prior year, the company posted $2.39 EPS. Alexandria Real Estate Equities’s quarterly revenue was down 4.4% on a year-over-year basis. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS. On average, equities analysts forecast that Alexandria Real Estate Equities will post 9.32 EPS for the current year.

Alexandria Real Estate Equities announced that its board has approved a stock buyback plan on Monday, December 8th that permits the company to buyback $500.00 million in shares. This buyback authorization permits the real estate investment trust to purchase up to 6.4% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s board believes its stock is undervalued.

Alexandria Real Estate Equities Cuts Dividend

The company also recently announced 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 dividend on an annualized basis and a yield of 5.3%. Alexandria Real Estate Equities’s payout ratio is currently -116.60%.

Insider Buying and Selling at Alexandria Real Estate Equities

In other news, Director Sheila K. Mcgrath acquired 3,100 shares of the business’s stock in a transaction dated Wednesday, December 10th. The shares were purchased at an average price of $45.60 per share, with a total value of $141,360.00. Following the transaction, the director directly owned 8,392 shares in the company, valued at approximately $382,675.20. This represents a 58.58% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 1.15% of the company’s stock.

Institutional Investors Weigh In On Alexandria Real Estate Equities

Institutional investors have recently bought and sold shares of the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of Alexandria Real Estate Equities by 102.4% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 23,245 shares of the real estate investment trust’s stock valued at $2,184,000 after purchasing an additional 11,762 shares during the last quarter. NewEdge Advisors LLC raised its stake in Alexandria Real Estate Equities by 4,261.1% in the first quarter. NewEdge Advisors LLC now owns 3,140 shares of the real estate investment trust’s stock valued at $290,000 after buying an additional 3,068 shares during the last quarter. Empowered Funds LLC raised its stake in Alexandria Real Estate Equities by 4.8% in the first quarter. Empowered Funds LLC now owns 6,455 shares of the real estate investment trust’s stock valued at $597,000 after buying an additional 296 shares during the last quarter. Woodline Partners LP boosted its holdings in Alexandria Real Estate Equities by 39.9% in the first 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 in the last quarter. Finally, Focus Partners Wealth increased its holdings in shares of 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 acquiring an additional 4,163 shares in the last quarter. 96.54% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Alexandria Real Estate Equities

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

• Positive Sentiment: BMO Capital Markets analyst said ARE’s stock is expected to rise, providing third‑party support for upside after the company’s results. Alexandria Real Estate Equities (NYSE:ARE) Stock Price Expected to Rise, BMO Capital Markets Analyst Says
• Positive Sentiment: Alexandria launched cash tender offers to repurchase up to $800M of long‑dated senior notes — a capital‑structure move that can lower future interest burden and signal liquidity/financial flexibility. Alexandria Real Estate Equities, Inc. Announces Cash Tender Offers
• Positive Sentiment: Q4 results: AFFO and revenue beat estimates and leasing volume stayed solid, which supports short‑term cash generation vs. consensus worries. Alexandria’s Q4 AFFO & Revenues Beat Estimates, Occupancy Decline Y/Y
• Neutral Sentiment: Earnings call transcript provides management detail and FY‑2026 outlook; useful for modeling but contains both constructive and cautious commentary. Alexandria Real Estate Equities, Inc. (ARE) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Management outlined a $2.9B 2026 dispositions target and plans (~$581M reported) to sell assets as it reshapes the portfolio — management warns this will drive an occupancy dip in Q1 as renewals and re‑tenanting occur. That signals near‑term cash flow and occupancy headwinds. Alexandria outlines $2.9B 2026 dispositions target and expects occupancy dip in Q1 2026 as portfolio strategy intensifies Alexandria Plans $581M in Dispositions as Leasing Struggles Persist
• Negative Sentiment: Market commentary flagged dividend‑cut concerns and investor unease; headlines and sentiment‑driven flows can amplify declines even when earnings beat. Alexandria Real Estate Equities (ARE) Stock Fell Amid Dividend Cut Concerns Alexandria Real Estate Equities (ARE) Stock Fell Amid Dividend Cut Concerns
• Negative Sentiment: Company reported net losses for 4Q25 and full‑year 2025 and noted year‑over‑year occupancy declines — fundamentals that justify continued investor caution. Alexandria Real Estate Equities, Inc. Reports 4Q25 and 2025 Net Loss per Share

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.