Oppenheimer Asset Management Inc. Grows Holdings in Alexandria Real Estate Equities, Inc. $ARE

Oppenheimer Asset Management Inc. lifted its holdings in shares of Alexandria Real Estate Equities, Inc. (NYSE:ARE) by 186.8% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 58,449 shares of the real estate investment trust’s stock after buying an additional 38,071 shares during the quarter. Oppenheimer Asset Management Inc.’s holdings in Alexandria Real Estate Equities were worth $4,871,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of ARE. Roman Butler Fullerton & Co. increased its holdings in shares of Alexandria Real Estate Equities by 16.7% in the 3rd quarter. Roman Butler Fullerton & Co. now owns 3,941 shares of the real estate investment trust’s stock valued at $328,000 after purchasing an additional 565 shares in the last quarter. Moloney Securities Asset Management LLC acquired a new position in shares of Alexandria Real Estate Equities in the third quarter worth $240,000. ABN AMRO Bank N.V. lifted its stake in shares of Alexandria Real Estate Equities by 3.5% during the third quarter. ABN AMRO Bank N.V. now owns 97,289 shares of the real estate investment trust’s stock valued at $8,079,000 after buying an additional 3,312 shares during the period. Bessemer Group Inc. boosted its holdings in shares of Alexandria Real Estate Equities by 27.9% during the third quarter. Bessemer Group Inc. now owns 2,692 shares of the real estate investment trust’s stock worth $224,000 after purchasing an additional 588 shares during the last quarter. Finally, Savant Capital LLC boosted its stake in Alexandria Real Estate Equities by 64.2% in the 3rd quarter. Savant Capital LLC now owns 54,617 shares of the real estate investment trust’s stock worth $4,552,000 after buying an additional 21,347 shares during the last quarter. 96.54% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the company. BMO Capital Markets raised their price objective on Alexandria Real Estate Equities from $60.00 to $65.00 and gave the stock an “outperform” rating in a report on Monday, January 26th. Weiss Ratings restated a “sell (d)” rating on shares of Alexandria Real Estate Equities in a research note on Wednesday, January 21st. Citizens Jmp lowered shares of Alexandria Real Estate Equities from an “outperform” rating to a “market perform” rating in a research note on Thursday, November 13th. The Goldman Sachs Group started coverage on Alexandria Real Estate Equities in a research report on Tuesday, February 3rd. They set a “neutral” rating and a $60.00 price target on the stock. Finally, Deutsche Bank Aktiengesellschaft upped their target price on Alexandria Real Estate Equities from $53.00 to $55.00 and gave the company a “hold” rating in a report on Monday, February 2nd. Five equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $65.73.

Key Alexandria Real Estate Equities News

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

• Positive Sentiment: Alexandria priced a $750 million offering of 5.25% senior notes due 2036, showing clear access to the debt markets and providing liquidity to refinance or fund operations. This supports near-term financing flexibility. Article Title
• Positive Sentiment: The company announced early results and an upsizing of cash tender offers to purchase portions of its long‑dated 2050–2052 notes, indicating proactive liability management and investor demand to exchange or retire older paper. That can improve the maturity profile and demonstrate market confidence. Article Title
• Positive Sentiment: Pricing terms for the tender offers were released, setting the maximum aggregate tender amount and the mechanics for accepting valid tenders — a step toward executing the liability plan and replacing very long‑dated low‑coupon notes. Article Title
• Positive Sentiment: Royal Bank of Canada reaffirmed a sector‑perform rating with a $60 price target, providing modest analyst support and signaling some upside from current levels. Article Title
• Neutral Sentiment: Earlier in the day Alexandria announced an underwritten public offering of senior notes (the formal launch prior to pricing) — a standard capital-markets process that preceded the priced deal. Article Title
• Negative Sentiment: Morgan Stanley lowered its price target to $54 from $55 and maintained an equal‑weight rating, which is a near‑term headwind for sentiment and implies downside vs. current levels. Analyst downgrades/tighter PTs can pressure the stock. Article Title
• Negative Sentiment: A critical Seeking Alpha piece highlighted weakening fundamentals, sector headwinds and policy uncertainty that have damaged the REIT thesis for some investors — commentary that may exacerbate selling by sentiment‑driven holders. Article Title
• Negative Sentiment: A lawsuit notification was circulated by the Shareholders Foundation for investors who purchased ARE prior to Jan 27, 2025, creating legal overhang and potential liability or distraction — a negative risk factor for shareholders. Article Title

Alexandria Real Estate Equities Stock Up 1.3%

Shares of Alexandria Real Estate Equities stock opened at $56.91 on Wednesday. The company has a current ratio of 0.23, a quick ratio of 0.23 and a debt-to-equity ratio of 0.65. The company has a market cap of $9.86 billion, a P/E ratio of -6.74, a P/E/G ratio of 6.79 and a beta of 1.31. The stock has a 50-day moving average price of $51.92 and a 200 day moving average price of $65.25. Alexandria Real Estate Equities, Inc. has a 1 year low of $44.10 and a 1 year high of $105.14.

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, beating analysts’ consensus estimates of $2.15 by $0.01. The firm had revenue of $754.41 million during the quarter, compared to analysts’ expectations 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% on a year-over-year basis. During the same quarter last year, the firm earned $2.39 earnings per share. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS. As a group, 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 firm also recently announced a quarterly dividend, which was paid on Thursday, January 15th. Shareholders 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 yield of 5.1%. Alexandria Real Estate Equities’s dividend payout ratio (DPR) is -34.12%.

Alexandria Real Estate Equities announced that its board has authorized a stock buyback program 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 buy up to 6.4% of its shares through open market purchases. Shares repurchase programs are often an indication that the company’s board believes its shares are undervalued.

Insider Buying and Selling

In related news, Director Sheila K. Mcgrath purchased 3,100 shares of the firm’s stock in a transaction on Wednesday, December 10th. The shares were bought at an average cost of $45.60 per share, for a total transaction of $141,360.00. Following the transaction, the director directly owned 8,392 shares of the company’s stock, valued at approximately $382,675.20. This trade represents a 58.58% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. 1.15% of the stock is currently owned by insiders.

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.