Zacks Research Has Bullish Estimate for ARE Q4 Earnings

Alexandria Real Estate Equities, Inc. (NYSE:ARE) – Equities researchers at Zacks Research upped their Q4 2026 earnings per share estimates for shares of Alexandria Real Estate Equities in a research report issued on Monday, February 16th. Zacks Research analyst Team now forecasts that the real estate investment trust will earn $1.48 per share for the quarter, up from their prior estimate of $1.41. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Alexandria Real Estate Equities’ current full-year earnings is $9.32 per share.

A number of other research analysts have also recently weighed in on ARE. Mizuho dropped their price objective on shares of Alexandria Real Estate Equities from $91.00 to $70.00 and set an “outperform” rating for the company in a report on Friday, January 9th. BMO Capital Markets increased 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 research note on Monday, January 26th. The Goldman Sachs Group started coverage on shares of Alexandria Real Estate Equities in a report on Tuesday, February 3rd. They issued a “neutral” rating and a $60.00 target price for the company. Jefferies Financial Group lifted their price target 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. Finally, Weiss Ratings restated a “sell (d)” rating on shares of Alexandria Real Estate Equities in a research note on Wednesday, January 21st. Four investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $65.73.

Alexandria Real Estate Equities Trading Down 0.3%

Shares of NYSE ARE opened at $54.27 on Thursday. The stock has a fifty day simple moving average of $52.74 and a 200-day simple moving average of $64.30. Alexandria Real Estate Equities has a twelve month low of $44.10 and a twelve month high of $105.14. The stock has a market capitalization of $9.40 billion, a PE ratio of -6.43, a PEG ratio of 6.61 and a beta of 1.31. The company has a current ratio of 0.23, a quick ratio of 0.23 and a debt-to-equity ratio of 0.65.

Alexandria Real Estate Equities (NYSE:ARE) last announced its quarterly earnings results on Monday, January 26th. The real estate investment trust reported $2.16 earnings per share for the quarter, beating analysts’ consensus estimates of $2.15 by $0.01. The business had revenue of $754.41 million during the quarter, compared to analysts’ expectations of $742.64 million. Alexandria Real Estate Equities had a negative net margin of 47.23% and a negative return on equity of 6.82%. The business’s revenue for the quarter was down 4.4% on a year-over-year basis. During the same period last year, the business earned $2.39 earnings per share. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS.

Institutional Trading of Alexandria Real Estate Equities

Hedge funds have recently modified their holdings of the business. Norges Bank purchased a new stake in shares of Alexandria Real Estate Equities during the 2nd quarter worth $1,195,306,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in shares of Alexandria Real Estate Equities by 1,022.1% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,813,955 shares of the real estate investment trust’s stock valued at $151,175,000 after acquiring an additional 1,652,298 shares during the period. Freestone Grove Partners LP purchased a new position in Alexandria Real Estate Equities in the 4th quarter valued at approximately $72,144,000. Goldman Sachs Group Inc. raised its holdings in Alexandria Real Estate Equities by 52.7% during the fourth quarter. Goldman Sachs Group Inc. now owns 3,582,387 shares of the real estate investment trust’s stock worth $175,322,000 after purchasing an additional 1,236,781 shares during the last quarter. Finally, Centersquare Investment Management LLC raised its holdings in Alexandria Real Estate Equities by 177.0% during the fourth quarter. Centersquare Investment Management LLC now owns 1,602,065 shares of the real estate investment trust’s stock worth $78,405,000 after purchasing an additional 1,023,747 shares during the last quarter. 96.54% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

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 the business’s stock in a transaction that occurred on Thursday, February 12th. The shares were purchased 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 of the company’s stock, valued at $30,342,078.08. This represents a 4.65% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 1.08% of the company’s stock.

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

Alexandria Real Estate Equities Cuts Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, January 15th. Investors of record on Wednesday, December 31st were issued a dividend of $0.72 per share. 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%.

Alexandria Real Estate Equities News Summary

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.

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.