NEOS Investment Management LLC Purchases 12,633 Shares of Alexandria Real Estate Equities, Inc. $ARE

NEOS Investment Management LLC grew its position in Alexandria Real Estate Equities, Inc. (NYSE:ARE) by 76.8% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 29,085 shares of the real estate investment trust’s stock after buying an additional 12,633 shares during the period. NEOS Investment Management LLC’s holdings in Alexandria Real Estate Equities were worth $2,424,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in ARE. Cornerstone Planning Group LLC lifted its position 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 in the last quarter. Loomis Sayles & Co. L P purchased a new position in shares of Alexandria Real Estate Equities in the second quarter worth $27,000. CYBER HORNET ETFs LLC bought a new position in shares of Alexandria Real Estate Equities during the second quarter valued at $30,000. MUFG Securities EMEA plc purchased a new stake in shares of Alexandria Real Estate Equities during the second quarter valued at $33,000. Finally, CVA Family Office LLC increased its holdings in Alexandria Real Estate Equities by 126.8% in the 3rd quarter. CVA Family Office LLC now owns 601 shares of the real estate investment trust’s stock worth $50,000 after buying an additional 336 shares in the last quarter. Hedge funds and other institutional investors own 96.54% of the company’s stock.

Alexandria Real Estate Equities Price Performance

NYSE ARE opened at $53.38 on Friday. The company has a debt-to-equity ratio of 0.65, a quick ratio of 0.23 and a current ratio of 0.23. The business’s fifty day moving average is $52.90 and its 200 day moving average is $64.22. The company has a market capitalization of $9.25 billion, a PE ratio of -6.32, a price-to-earnings-growth ratio of 6.58 and a beta of 1.31. Alexandria Real Estate Equities, Inc. has a fifty-two week low of $44.10 and a fifty-two week high of $105.14.

Alexandria Real Estate Equities (NYSE:ARE) last posted its quarterly earnings data on Monday, January 26th. The real estate investment trust reported $2.16 EPS for the quarter, topping the consensus estimate of $2.15 by $0.01. The firm had revenue of $754.41 million for 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%.The business’s revenue for the quarter was down 4.4% compared to the same quarter last year. During the same quarter last year, the company earned $2.39 earnings per share. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS. Sell-side analysts predict that Alexandria Real Estate Equities, Inc. will post 9.32 earnings per share for the current year.

Alexandria Real Estate Equities announced that its Board of Directors has initiated a share repurchase plan on Monday, December 8th that authorizes the company to buyback $500.00 million in shares. This buyback authorization authorizes the real estate investment trust to repurchase up to 6.4% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s board of directors believes its stock is undervalued.

Alexandria Real Estate Equities Cuts Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, January 15th. Stockholders of record on Wednesday, December 31st were paid 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 5.4%. Alexandria Real Estate Equities’s dividend payout ratio is -34.12%.

Insider Buying and Selling at Alexandria Real Estate Equities

In other news, Chairman Joel S. Marcus acquired 25,000 shares of the firm’s stock in a transaction dated Thursday, February 12th. The shares were purchased at an average cost of $53.92 per share, for a total transaction of $1,348,000.00. Following the transaction, the chairman directly owned 562,724 shares of the company’s stock, valued at approximately $30,342,078.08. This trade represents a 4.65% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Sheila K. Mcgrath bought 3,100 shares of the company’s stock in a transaction that occurred on Wednesday, December 10th. The stock was purchased at an average cost of $45.60 per share, with a total value of $141,360.00. Following the acquisition, the director directly owned 8,392 shares in the company, valued at $382,675.20. This trade represents a 58.58% increase in their position. 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 News Roundup

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 upward revision that may be read as a short‑term positive signal for quarter‑end earnings momentum.
• Positive Sentiment: Seeking Alpha published a bullish valuation piece arguing ARE represents one of the more compelling opportunities in its coverage universe — that could attract value and long‑term income investors looking past short‑term estimate volatility. Alexandria Real Estate: One Of The Most Compelling Values In Our Universe
• Neutral Sentiment: MSN ran a roundup on Wall Street analysts’ target prices for ARE; such compilations are informational but typically diffuse immediate directional impact unless they reveal coordinated target moves. What are Wall Street analysts’ target price for Alexandria Real Estate Equities stock?
• Negative Sentiment: Zacks issued a series of downward revisions across multiple quarters and fiscal years (Q1–Q3 2026 cuts, Q1–Q4 2027 cuts and lower FY2026/FY2027 estimates), and maintained a “Hold” rating — the breadth of cuts signals weaker near‑term earnings outlook and is likely weighing on the stock.
• Negative Sentiment: The pervasive estimate reductions — including FY2026 guidance moves to ~$6.39 (Zacks) and FY2027 lowered to ~$5.92 — increase uncertainty around growth and cash‑flow expectations for this life‑science focused REIT, which can pressure valuation multiples and investor sentiment until forecasts stabilize.

Analysts Set New Price Targets

Several equities analysts have issued reports on the stock. BMO Capital Markets upped their target price 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. Deutsche Bank Aktiengesellschaft raised their target price on shares of Alexandria Real Estate Equities from $53.00 to $55.00 and gave the stock a “hold” rating in a report on Monday, February 2nd. JPMorgan Chase & Co. lowered their price target on Alexandria Real Estate Equities from $65.00 to $63.00 and set a “neutral” rating on the stock in a report on Wednesday, January 14th. Jefferies Financial Group upped their price objective on Alexandria Real Estate Equities from $47.00 to $57.00 and gave the company a “hold” rating in a research report on Friday, January 30th. Finally, Royal Bank Of Canada reissued a “sector perform” rating and issued a $60.00 target price on shares of Alexandria Real Estate Equities in a research report on Tuesday, February 10th. Four investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $65.73.

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.