Alexandria Real Estate Equities (NYSE:ARE) Raised to Hold at Zacks Research

Alexandria Real Estate Equities (NYSE:ARE) was upgraded by investment analysts at Zacks Research from a “strong sell” rating to a “hold” rating in a note issued to investors on Thursday,Zacks.com reports.

A number of other research analysts also recently commented on ARE. JPMorgan Chase & Co. lowered their price objective 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. BNP Paribas Exane lowered their price target on shares of Alexandria Real Estate Equities from $72.00 to $50.00 and set an “underperform” rating for the company in a research report on Thursday, December 4th. Jefferies Financial Group increased their price objective on shares of Alexandria Real Estate Equities from $47.00 to $57.00 and gave the stock a “hold” rating in a report on Friday. Weiss Ratings reissued a “sell (d)” rating on shares of Alexandria Real Estate Equities in a research note on Wednesday, January 21st. Finally, Cantor Fitzgerald upped their target price on shares of Alexandria Real Estate Equities from $46.00 to $60.00 and gave the stock a “neutral” rating in a research report on Wednesday. Five investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $65.86.

Alexandria Real Estate Equities Price Performance

ARE opened at $54.66 on Thursday. The company has a quick ratio of 0.24, a current ratio of 0.23 and a debt-to-equity ratio of 0.65. The company’s 50-day moving average price is $51.61 and its 200 day moving average price is $66.65. Alexandria Real Estate Equities has a fifty-two week low of $44.10 and a fifty-two week high of $105.14. The firm has a market cap of $9.47 billion, a price-to-earnings ratio of -6.48, a price-to-earnings-growth ratio of 6.52 and a beta of 1.31.

Alexandria Real Estate Equities (NYSE:ARE) last issued its earnings results on Monday, January 26th. The real estate investment trust reported $2.16 EPS for the quarter, beating analysts’ consensus estimates of $2.15 by $0.01. The company had revenue of $754.41 million during the quarter, compared to the consensus estimate 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 quarterly revenue was down 4.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.39 earnings per share. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS. As a group, sell-side analysts expect that Alexandria Real Estate Equities will post 9.32 earnings per share for the current year.

Alexandria Real Estate Equities declared that its board has initiated a stock repurchase plan on Monday, December 8th that authorizes the company to repurchase $500.00 million in shares. This repurchase authorization authorizes the real estate investment trust to repurchase up to 6.4% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s board of directors believes its stock is undervalued.

Insider Activity at Alexandria Real Estate Equities

In other news, Director Sheila K. Mcgrath bought 3,100 shares of the company’s stock in a transaction that occurred on Wednesday, December 10th. The shares were purchased 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. This trade represents a 58.58% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 1.08% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Alexandria Real Estate Equities

Hedge funds have recently modified their holdings of the company. Avalon Trust Co bought a new position in Alexandria Real Estate Equities during the third quarter valued at about $29,000. Cornerstone Planning Group LLC lifted its holdings in Alexandria Real Estate Equities by 5,916.7% in the 3rd quarter. Cornerstone Planning Group LLC now owns 361 shares of the real estate investment trust’s stock valued at $30,000 after acquiring an additional 355 shares during the last quarter. BOKF NA boosted its position 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. Loomis Sayles & Co. L P acquired a new position in shares of Alexandria Real Estate Equities in the 2nd quarter worth approximately $27,000. Finally, CYBER HORNET ETFs LLC bought a new stake in shares of Alexandria Real Estate Equities in the 2nd quarter worth approximately $30,000. 96.54% of the stock is currently owned by institutional investors and hedge funds.

Alexandria Real Estate Equities News Roundup

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

• Positive Sentiment: Multiple brokerages raised price targets this week, signaling analyst confidence in recovery potential — Evercore bumped its target to $67 and kept an “outperform” rating. This is being read as bullish for upside expectations. Evercore price target raise
• Positive Sentiment: Cantor Fitzgerald raised its target to $60 (neutral rating), another upward revision that supports near-term upside vs. current levels. Cantor Fitzgerald price target raise
• Positive Sentiment: Jefferies raised its price target to $57 (hold), adding incremental support to the view that downside is limited from current levels. Jefferies price target raise
• Positive Sentiment: Quarterly earnings call highlighted stronger leasing activity in places and revenue slightly ahead of expectations, which investors view as evidence leasing fundamentals may stabilize. Q4 earnings call highlights
• Neutral Sentiment: Management is pursuing asset sales in the Bay Area (converting or selling life-sciences sites for housing), a move that can improve liquidity and de-lever the balance sheet but signals willingness to exit some life-sciences exposure. Bay Area site sales
• Neutral Sentiment: Company and brokers hold an average “Hold” recommendation, reflecting mixed views across the sell side — not a consensus buy but not a clear sell either. Brokerage consensus
• Negative Sentiment: Alexandria reported a roughly $1 billion loss tied to portfolio markdowns and non-cash items, and management warned of continued challenges in lab leasing — negatives that pressure near-term earnings visibility and NAV. $1B loss and lab glut
• Negative Sentiment: Plans were scrapped to convert a Fenway lab site to a different use, highlighting project-level pullbacks and execution changes amid weaker demand. Fenway conversion canceled
• Negative Sentiment: Coverage notes Alexandria underperformed peers recently, reflecting investor concern about exposure to a lab-glutted market and the company’s heavy leverage relative to peers. Underperformance vs peers

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.