Zacks Research Issues Negative Estimate for ARE Earnings

Alexandria Real Estate Equities, Inc. (NYSE:ARE) – Analysts at Zacks Research cut their Q2 2026 earnings per share (EPS) estimates for Alexandria Real Estate Equities in a note issued to investors on Thursday, April 2nd. Zacks Research analyst Team now expects that the real estate investment trust will post earnings per share of $1.62 for the quarter, down from their prior forecast of $1.63. 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. Zacks Research also issued estimates for Alexandria Real Estate Equities’ Q4 2026 earnings at $1.49 EPS, Q1 2028 earnings at $1.59 EPS and FY2028 earnings at $6.11 EPS.

Alexandria Real Estate Equities (NYSE:ARE) last posted its earnings results on Monday, January 26th. The real estate investment trust reported $2.16 EPS for the quarter, topping analysts’ consensus estimates 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 period in the previous year, the business earned $2.39 earnings per share. The firm’s revenue for the quarter 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.

ARE has been the subject of a number of other reports. The Goldman Sachs Group assumed coverage on Alexandria Real Estate Equities in a research report on Tuesday, February 3rd. They set a “neutral” rating and a $60.00 target price for the company. JPMorgan Chase & Co. decreased their price target on shares of Alexandria Real Estate Equities from $63.00 to $57.00 and set a “neutral” rating on the stock in a research note on Tuesday, March 10th. BMO Capital Markets reissued a “market perform” rating and issued a $52.00 price objective (down from $65.00) on shares of Alexandria Real Estate Equities in a research note on Wednesday, March 25th. Evercore boosted their target price on shares of Alexandria Real Estate Equities from $64.00 to $67.00 and gave the stock an “outperform” rating in a report on Wednesday, January 28th. Finally, Cantor Fitzgerald upped their target price on shares of Alexandria Real Estate Equities from $46.00 to $60.00 and gave the company a “neutral” rating in a research report on Wednesday, January 28th. Three analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, Alexandria Real Estate Equities has an average rating of “Hold” and a consensus price target of $64.47.

Alexandria Real Estate Equities Stock Performance

NYSE ARE opened at $43.16 on Friday. 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 has a 1-year low of $41.44 and a 1-year high of $91.47. The business has a 50 day simple moving average of $51.85 and a two-hundred day simple moving average of $58.05. The stock has a market capitalization of $7.48 billion, a PE ratio of -5.11, a P/E/G ratio of 5.24 and a beta of 1.33.

Hedge Funds Weigh In On Alexandria Real Estate Equities

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Norges Bank bought a new position in Alexandria Real Estate Equities in the fourth quarter worth approximately $805,429,000. State Street Corp lifted its position in shares of Alexandria Real Estate Equities by 0.7% during the fourth quarter. State Street Corp now owns 11,348,192 shares of the real estate investment trust’s stock valued at $563,418,000 after buying an additional 75,161 shares during the last quarter. Invesco Ltd. lifted its position in shares of Alexandria Real Estate Equities by 57.9% during the fourth quarter. Invesco Ltd. now owns 6,033,304 shares of the real estate investment trust’s stock valued at $295,270,000 after buying an additional 2,211,424 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of Alexandria Real Estate Equities by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 4,459,453 shares of the real estate investment trust’s stock valued at $217,466,000 after buying an additional 48,490 shares in the last quarter. Finally, Capital World Investors grew its position in shares of Alexandria Real Estate Equities by 0.8% in the 4th quarter. Capital World Investors now owns 3,720,956 shares of the real estate investment trust’s stock worth $182,104,000 after buying an additional 29,575 shares during the last quarter. Institutional investors own 96.54% of the company’s stock.

Insider Buying and Selling

In other news, Chairman Joel S. Marcus acquired 25,000 shares of Alexandria Real Estate Equities stock in a transaction that occurred on Thursday, February 12th. The shares were bought at an average cost of $53.92 per share, with a total value of $1,348,000.00. Following the transaction, the chairman directly owned 562,724 shares of the company’s stock, valued at $30,342,078.08. This trade represents a 4.65% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at this link. 1.08% of the stock is owned by insiders.

Alexandria Real Estate Equities Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be given a $0.72 dividend. The ex-dividend date is Tuesday, March 31st. This represents a $2.88 dividend on an annualized basis and a yield of 6.7%. Alexandria Real Estate Equities’s dividend payout ratio (DPR) is currently -34.12%.

Alexandria Real Estate Equities declared that its board has approved a stock repurchase program 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 reacquire up to 6.4% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s leadership believes its stock is undervalued.

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.