Aberdeen Group plc Sells 18,707 Shares of Alexandria Real Estate Equities, Inc. $ARE

Aberdeen Group plc lessened its stake in Alexandria Real Estate Equities, Inc. (NYSE:ARE) by 7.6% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 227,983 shares of the real estate investment trust’s stock after selling 18,707 shares during the period. Aberdeen Group plc’s holdings in Alexandria Real Estate Equities were worth $19,246,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in ARE. 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 position in shares of Alexandria Real Estate Equities by 1.7% during the 2nd quarter. State Street Corp now owns 10,873,745 shares of the real estate investment trust’s stock valued at $803,863,000 after acquiring an additional 181,674 shares during the last quarter. Geode Capital Management LLC lifted its stake in shares of Alexandria Real Estate Equities by 1.9% in the 2nd 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 purchasing an additional 82,591 shares during the period. Invesco Ltd. boosted its position in shares of 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 purchasing an additional 528,575 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its stake in Alexandria Real Estate Equities by 4.9% in the second quarter. Charles Schwab Investment Management Inc. now owns 2,655,204 shares of the real estate investment trust’s stock valued at $192,848,000 after buying an additional 125,020 shares during the period. Institutional investors own 96.54% of the company’s stock.

Alexandria Real Estate Equities Trading Down 0.3%

Shares of NYSE:ARE opened at $54.27 on Thursday. The company’s 50-day moving average price is $52.74 and its two-hundred day moving average price is $64.30. Alexandria Real Estate Equities, Inc. has a one year low of $44.10 and a one year high of $105.14. The company has a debt-to-equity ratio of 0.65, a current ratio of 0.23 and a quick ratio of 0.23. The stock has a market capitalization of $9.40 billion, a PE ratio of -6.43, a price-to-earnings-growth ratio of 6.61 and a beta of 1.31.

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, topping the consensus estimate of $2.15 by $0.01. The business had revenue of $754.41 million for the quarter, compared to analyst estimates of $742.64 million. Alexandria Real Estate Equities had a negative return on equity of 6.82% and a negative net margin of 47.23%.Alexandria Real Estate Equities’s revenue was down 4.4% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.39 earnings per share. 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, Inc. will post 9.32 EPS for the current fiscal year.

Alexandria Real Estate Equities announced that its board has initiated a share buyback plan on Monday, December 8th that allows the company to repurchase $500.00 million in shares. This repurchase authorization allows the real estate investment trust to repurchase up to 6.4% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s leadership 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. Investors of record on Wednesday, December 31st were paid a $0.72 dividend. The ex-dividend date of this dividend was Wednesday, December 31st. This represents a $2.88 annualized dividend and a dividend yield of 5.3%. Alexandria Real Estate Equities’s dividend payout ratio (DPR) is currently -34.12%.

Insiders Place Their Bets

In other news, Director Sheila K. Mcgrath acquired 3,100 shares of the stock in a transaction dated Wednesday, December 10th. The shares were bought at an average cost of $45.60 per share, for a total transaction of $141,360.00. Following the purchase, the director directly owned 8,392 shares of the company’s stock, valued at approximately $382,675.20. This trade represents a 58.58% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Chairman Joel S. Marcus bought 25,000 shares of the business’s stock in a transaction that occurred on Thursday, February 12th. The stock was purchased at an average price of $53.92 per share, with a total value of $1,348,000.00. Following the completion of the purchase, the chairman directly owned 562,724 shares in the company, valued at $30,342,078.08. The trade was a 4.65% increase in their position. The disclosure for this purchase is available in the SEC filing. 1.08% of the stock is currently owned by insiders.

Alexandria Real Estate Equities News Summary

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

• Positive Sentiment: Seeking Alpha publishes a bullish investment note calling Alexandria “one of the most compelling values” in its coverage universe — a narrative that could attract value-seeking buyers given ARE’s depressed share price and low reported P/E. Article Title
• Neutral Sentiment: MSN ran a roundup of Wall Street analysts’ target prices for ARE — useful for gauging consensus upside/downside but not a single actionable change. Article Title
• Negative Sentiment: Zacks Research cut EPS estimates across many near‑term quarters and lowered FY2026 and FY2027 forecasts while keeping a “Hold” rating — examples include Q1 2026 (1.85→1.74), Q2 2026 (1.68→1.63), Q3 2026 (1.57→1.53), FY2026 (6.51→6.39) and FY2027 (6.33→5.92). Those downward revisions signal weaker expected earnings and are the primary negative catalyst today.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on ARE. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Alexandria Real Estate Equities in a research note on Wednesday, January 21st. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $60.00 target price on shares of Alexandria Real Estate Equities in a report on Tuesday, February 10th. BMO Capital Markets boosted their price target on shares of Alexandria Real Estate Equities from $60.00 to $65.00 and gave the company an “outperform” rating in a report on Monday, January 26th. Evercore raised their price objective on Alexandria Real Estate Equities from $64.00 to $67.00 and gave the stock an “outperform” rating in a research note on Wednesday, January 28th. Finally, JPMorgan Chase & Co. decreased their target price on Alexandria Real Estate Equities from $65.00 to $63.00 and set a “neutral” rating for the company in a research note on Wednesday, January 14th. Four equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, Alexandria Real Estate Equities presently has a consensus rating of “Hold” and a consensus target price of $65.73.

Alexandria Real Estate Equities 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.