Presima Securities ULC Grows Holdings in Alexandria Real Estate Equities, Inc. $ARE

Presima Securities ULC increased its stake in Alexandria Real Estate Equities, Inc. (NYSE:ARE) by 77.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 21,732 shares of the real estate investment trust’s stock after purchasing an additional 9,503 shares during the quarter. Presima Securities ULC’s holdings in Alexandria Real Estate Equities were worth $1,811,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in ARE. Norges Bank purchased a new stake in Alexandria Real Estate Equities during the second quarter valued at about $1,195,306,000. State Street Corp increased its position in 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 purchasing an additional 181,674 shares during the period. Geode Capital Management LLC increased its position 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 period. Invesco Ltd. raised its stake in Alexandria Real Estate Equities by 16.8% in the second quarter. Invesco Ltd. now owns 3,676,318 shares of the real estate investment trust’s stock worth $267,011,000 after buying an additional 528,575 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its position in shares of Alexandria Real Estate Equities by 4.9% during 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 purchasing an additional 125,020 shares in the last quarter. Institutional investors own 96.54% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on ARE shares. BMO Capital Markets boosted their price target on Alexandria Real Estate Equities from $60.00 to $65.00 and gave the stock an “outperform” rating in a research note on Monday, January 26th. Jefferies Financial Group raised their target price on shares of Alexandria Real Estate Equities from $47.00 to $57.00 and gave the stock a “hold” rating in a research note on Friday, January 30th. Citigroup lowered their price objective on Alexandria Real Estate Equities from $61.00 to $52.00 and set a “neutral” rating on the stock in a research report on Thursday, December 4th. Deutsche Bank Aktiengesellschaft increased their price target on shares of Alexandria Real Estate Equities from $53.00 to $55.00 and gave the company a “hold” rating in a report on Monday, February 2nd. Finally, Citizens Jmp lowered shares of Alexandria Real Estate Equities from an “outperform” rating to a “market perform” rating in a research report on Thursday, November 13th. Four research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $65.73.

Key Stories Impacting Alexandria Real Estate Equities

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

• Positive Sentiment: Zacks Research raised its Q4 2026 EPS estimate for ARE to $1.48 from $1.41, a modest bright spot that suggests near-term earnings could outpace prior expectations for that quarter.
• Positive Sentiment: Independent bullish write-up: Seeking Alpha published a favorable valuation piece arguing ARE represents a compelling value opportunity, which could support longer-term investor interest and buying on weakness. Alexandria Real Estate: One Of The Most Compelling Values In Our Universe
• Neutral Sentiment: Analyst target-price roundup: an MSN piece aggregates Wall Street analysts’ price targets for ARE — useful for benchmarking consensus valuation but not new primary research. What are Wall Street analysts’ target price for Alexandria Real Estate Equities stock?
• Negative Sentiment: Zacks cut a series of forward quarterly and annual EPS estimates for ARE (multiple reductions across Q1–Q3 2026, Q1–Q4 2027 and FY2026–FY2027). Notable moves include lowering FY2026 to $6.39 (from $6.51) and FY2027 to $5.92 (from $6.33). These downward revisions reduce near- to medium-term earnings visibility and likely pressure the stock.
• Negative Sentiment: Zacks maintained a “Hold” rating while trimming several quarterly estimates (Q1 2026 to $1.74, Q2 2026 to $1.63, Q3 2026 to $1.53 and multiple 2027 quarters). The broad pattern of cuts suggests analysts see slower growth or higher risk vs. prior forecasts, which can weigh on investor sentiment and valuation multiples.

Insider Buying and Selling at Alexandria Real Estate Equities

In other news, Director Sheila K. Mcgrath bought 3,100 shares of the stock in a transaction dated Wednesday, December 10th. The shares were acquired at an average price of $45.60 per share, with a total value of $141,360.00. Following the completion of the acquisition, the director directly owned 8,392 shares in the company, valued at approximately $382,675.20. The trade was 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 purchased 25,000 shares of Alexandria Real Estate Equities stock in a transaction dated Thursday, February 12th. The stock was acquired at an average cost of $53.92 per share, with a total value of $1,348,000.00. Following the completion of the acquisition, the chairman directly owned 562,724 shares in the company, valued at approximately $30,342,078.08. This trade represents a 4.65% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 1.08% of the stock is owned by company insiders.

Alexandria Real Estate Equities Trading Down 0.3%

Shares of ARE stock opened at $54.27 on Thursday. The stock has a 50 day simple moving average of $52.74 and a 200-day simple moving average of $64.30. The company has a market cap of $9.40 billion, a price-to-earnings ratio of -6.43, a PEG ratio of 6.61 and a beta of 1.31. Alexandria Real Estate Equities, Inc. has a 1-year low of $44.10 and a 1-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.

Alexandria Real Estate Equities (NYSE:ARE) last released its quarterly earnings data 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. Alexandria Real Estate Equities had a negative return on equity of 6.82% and a negative net margin of 47.23%.The business had revenue of $754.41 million during the quarter, compared to analysts’ expectations of $742.64 million. During the same period in the prior year, the firm posted $2.39 EPS. The business’s quarterly revenue was down 4.4% compared to the same quarter last year. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS. On average, equities research analysts expect that Alexandria Real Estate Equities, Inc. will post 9.32 EPS for the current fiscal year.

Alexandria Real Estate Equities Cuts Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, January 15th. Stockholders of record on Wednesday, December 31st were issued a $0.72 dividend. The ex-dividend date of this dividend was Wednesday, December 31st. This represents a $2.88 dividend on an annualized basis and a dividend yield of 5.3%. Alexandria Real Estate Equities’s payout ratio is presently -34.12%.

Alexandria Real Estate Equities declared that its Board of Directors has authorized a stock 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 stock through open market purchases. Stock repurchase plans are generally a sign that the company’s board believes its stock is undervalued.

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.