Zacks Research Has Bearish Forecast for ARE Q3 Earnings

Alexandria Real Estate Equities, Inc. (NYSE:ARE) – Analysts at Zacks Research decreased their Q3 2026 earnings per share (EPS) estimates for Alexandria Real Estate Equities in a research report issued on Monday, August 24th. Zacks Research analyst Team now anticipates that the real estate investment trust will post earnings of $1.51 per share for the quarter, down from their previous estimate of $1.53. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Alexandria Real Estate Equities’ current full-year earnings is $6.38 per share. Zacks Research also issued estimates for Alexandria Real Estate Equities’ Q4 2026 earnings at $1.42 EPS, Q1 2027 earnings at $1.39 EPS, Q2 2027 earnings at $1.37 EPS, Q3 2027 earnings at $1.24 EPS, Q4 2027 earnings at $1.16 EPS, FY2027 earnings at $5.16 EPS, Q1 2028 earnings at $1.32 EPS, Q2 2028 earnings at $1.39 EPS and FY2028 earnings at $5.47 EPS.

Alexandria Real Estate Equities (NYSE:ARE) last issued its earnings results on Monday, August 3rd. The real estate investment trust reported ($0.43) earnings per share for the quarter, missing the consensus estimate of $0.09 by ($0.52). Alexandria Real Estate Equities had a negative net margin of 36.08% and a negative return on equity of 5.21%. The company had revenue of $662.78 million for the quarter, compared to analysts’ expectations of $464.86 million. During the same quarter in the prior year, the company earned $2.33 earnings per share. The company’s revenue was down 13.0% compared to the same quarter last year. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.350-6.450 EPS.

A number of other research firms have also weighed in on ARE. Cantor Fitzgerald increased their price objective on Alexandria Real Estate Equities from $43.00 to $52.00 and gave the company a “neutral” rating in a research note on Wednesday, August 5th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Alexandria Real Estate Equities in a research note on Friday, July 17th. The Goldman Sachs Group reiterated a “neutral” rating and set a $52.00 price target on shares of Alexandria Real Estate Equities in a report on Tuesday, May 19th. Robert W. Baird increased their price target on shares of Alexandria Real Estate Equities from $46.00 to $52.00 and gave the company a “neutral” rating in a research report on Monday. Finally, BMO Capital Markets raised their price target on shares of Alexandria Real Estate Equities from $52.00 to $54.00 and gave the stock a “market perform” rating in a report on Friday, June 12th. Two equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Reduce” and a consensus price target of $52.85.

Alexandria Real Estate Equities Price Performance

Shares of Alexandria Real Estate Equities stock opened at $54.06 on Tuesday. The company has a debt-to-equity ratio of 0.67, a current ratio of 0.19 and a quick ratio of 0.19. Alexandria Real Estate Equities has a one year low of $39.41 and a one year high of $88.24. The business’s 50 day simple moving average is $50.61 and its two-hundred day simple moving average is $49.60. The stock has a market capitalization of $9.42 billion, a P/E ratio of -8.92 and a beta of 1.15.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the stock. BOKF NA boosted its stake in shares of Alexandria Real Estate Equities by 6,033.3% during the 3rd quarter. BOKF NA now owns 368 shares of the real estate investment trust’s stock valued at $31,000 after purchasing an additional 362 shares in the last quarter. CYBER HORNET ETFs LLC purchased a new position in shares of Alexandria Real Estate Equities during the second quarter valued at about $30,000. CIBC Private Wealth Group LLC raised its stake in Alexandria Real Estate Equities by 109.6% in the third quarter. CIBC Private Wealth Group LLC now owns 436 shares of the real estate investment trust’s stock worth $36,000 after buying an additional 228 shares in the last quarter. MUFG Securities EMEA plc bought a new position in Alexandria Real Estate Equities in the second quarter worth about $33,000. Finally, FNY Investment Advisers LLC purchased a new stake in Alexandria Real Estate Equities in the second quarter worth about $26,000. 96.54% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Alexandria Real Estate Equities news, Chairman Joel S. Marcus bought 5,000 shares of Alexandria Real Estate Equities stock in a transaction dated Monday, August 17th. The shares were purchased at an average cost of $46.28 per share, with a total value of $231,400.00. Following the completion of the purchase, the chairman owned 592,724 shares of the company’s stock, valued at approximately $27,431,266.72. This represents a 0.85% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Marc E. Binda sold 2,000 shares of the business’s stock in a transaction that occurred on Tuesday, June 9th. The shares were sold at an average price of $54.00, for a total value of $108,000.00. Following the transaction, the chief financial officer directly owned 188,264 shares in the company, valued at $10,166,256. This trade represents a 1.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.35% of the stock is currently owned by company insiders.

Alexandria Real Estate Equities Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th were issued a $0.72 dividend. The ex-dividend date was Tuesday, June 30th. This represents a $2.88 annualized dividend and a yield of 5.3%. Alexandria Real Estate Equities’s dividend payout ratio (DPR) is -47.52%.

More Alexandria Real Estate Equities News

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

• Neutral Sentiment: Robert W. Baird raised its price target for Alexandria Real Estate Equities from $46 to $52, but retained a “Neutral” rating. The revised target remains below the referenced $54.06 share price, implying limited near-term upside based on Baird’s valuation. Benzinga article
• Negative Sentiment: Zacks Research lowered its FY2027 EPS forecast to $5.16 from $5.56, a sizable reduction that signals weaker expected earnings growth for the real estate investment trust.
• Negative Sentiment: Zacks also cut its FY2028 EPS estimate to $5.47 from $5.62. Quarterly reductions included Q3 2027 EPS to $1.24 from $1.42, Q4 2027 EPS to $1.16 from $1.23, and Q1 2028 EPS to $1.32 from $1.39.
• Negative Sentiment: Nearer-term estimates were reduced as well: Q3 2026 EPS fell to $1.51 from $1.53, Q4 2026 to $1.42 from $1.47, Q1 2027 to $1.39 from $1.46, and Q2 2027 to $1.37 from $1.46. The broad-based cuts may raise concerns about Alexandria’s earnings trajectory and ability to support its valuation.

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.