Zacks Research Brokers Reduce Earnings Estimates for ARE

Alexandria Real Estate Equities, Inc. (NYSE:ARE) – Investment analysts at Zacks Research cut their Q3 2026 earnings per share estimates for Alexandria Real Estate Equities in a research note issued on Monday, August 24th. Zacks Research analyst Team now expects that the real estate investment trust will earn $1.51 per share for the quarter, down from their prior estimate of $1.53. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Alexandria Real Estate Equities’ current full-year earnings is $6.38 per share. Zacks Research also issued estimates for Alexandria Real Estate Equities’ Q4 2026 earnings at $1.42 EPS, Q1 2027 earnings at $1.39 EPS, Q2 2027 earnings at $1.37 EPS, Q3 2027 earnings at $1.24 EPS, Q4 2027 earnings at $1.16 EPS, FY2027 earnings at $5.16 EPS, Q1 2028 earnings at $1.32 EPS, Q2 2028 earnings at $1.39 EPS and FY2028 earnings at $5.47 EPS.

Alexandria Real Estate Equities (NYSE:ARE) last announced its earnings results on Monday, August 3rd. The real estate investment trust reported ($0.43) EPS for the quarter, missing analysts’ consensus estimates of $0.09 by ($0.52). The business had revenue of $662.78 million for the quarter, compared to the consensus estimate of $464.86 million. Alexandria Real Estate Equities had a negative net margin of 36.08% and a negative return on equity of 5.21%. The business’s quarterly revenue was down 13.0% on a year-over-year basis. During the same quarter last year, the firm posted $2.33 EPS. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.350-6.450 EPS.

ARE has been the topic of several other research reports. Mizuho dropped their price objective on shares of Alexandria Real Estate Equities from $70.00 to $60.00 and set an “outperform” rating on the stock in a research note on Monday, July 6th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Alexandria Real Estate Equities in a research note on Friday, July 17th. Cantor Fitzgerald lifted their target price on shares of Alexandria Real Estate Equities from $43.00 to $52.00 and gave the company a “neutral” rating in a report on Wednesday, August 5th. Wall Street Zen lowered shares of Alexandria Real Estate Equities from a “hold” rating to a “sell” rating in a report on Saturday, August 8th. Finally, BMO Capital Markets boosted their price target on Alexandria Real Estate Equities from $52.00 to $54.00 and gave the stock a “market perform” rating in a research report on Friday, June 12th. Two investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, Alexandria Real Estate Equities currently has an average rating of “Reduce” and an average target price of $52.85.

Alexandria Real Estate Equities Stock Up 1.1%

Shares of Alexandria Real Estate Equities stock opened at $54.06 on Tuesday. Alexandria Real Estate Equities has a 1 year low of $39.41 and a 1 year high of $88.24. The firm has a market cap of $9.42 billion, a price-to-earnings ratio of -8.92 and a beta of 1.15. The company has a 50-day moving average of $50.61 and a 200 day moving average of $49.60. The company has a debt-to-equity ratio of 0.67, a current ratio of 0.19 and a quick ratio of 0.19.

Institutional Investors Weigh In On Alexandria Real Estate Equities

Institutional investors and hedge funds have recently made changes to their positions in the company. Norges Bank bought a new position in shares of Alexandria Real Estate Equities during the fourth quarter valued at $805,429,000. Monaco Asset Management SAM bought a new stake in Alexandria Real Estate Equities in the 4th quarter worth about $6,582,000. Handelsbanken Fonder AB increased its holdings in Alexandria Real Estate Equities by 58.6% in the 2nd quarter. Handelsbanken Fonder AB now owns 68,500 shares of the real estate investment trust’s stock worth $3,620,000 after buying an additional 25,300 shares in the last quarter. Diamond Hill Capital Management Inc. purchased a new position in Alexandria Real Estate Equities in the 4th quarter worth about $8,445,000. Finally, Northwestern Mutual Wealth Management Co. lifted its stake in Alexandria Real Estate Equities by 789.6% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 51,884 shares of the real estate investment trust’s stock valued at $2,539,000 after acquiring an additional 46,052 shares during the period. Institutional investors own 96.54% of the company’s stock.

Insider Transactions at Alexandria Real Estate Equities

In other Alexandria Real Estate Equities news, CFO Marc E. Binda sold 2,000 shares of the firm’s stock in a transaction dated Tuesday, June 9th. The shares were sold at an average price of $54.00, for a total transaction of $108,000.00. Following the completion of the sale, the chief financial officer directly owned 188,264 shares in the company, valued at approximately $10,166,256. This trade represents a 1.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Chairman Joel S. Marcus bought 5,000 shares of the firm’s stock in a transaction on Monday, August 17th. The stock was purchased at an average cost of $46.28 per share, with a total value of $231,400.00. Following the completion of the acquisition, the chairman directly owned 592,724 shares of the company’s stock, valued at approximately $27,431,266.72. The trade was a 0.85% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders own 1.35% of the company’s stock.

Alexandria Real Estate Equities Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th were paid a $0.72 dividend. The ex-dividend date was Tuesday, June 30th. This represents a $2.88 dividend on an annualized basis and a yield of 5.3%. Alexandria Real Estate Equities’s payout ratio is presently -47.52%.

Key Alexandria Real Estate Equities News

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

• Neutral Sentiment: Robert W. Baird raised its price target for Alexandria Real Estate Equities from $46 to $52, but retained a “Neutral” rating. The revised target remains below the referenced $54.06 share price, implying limited near-term upside based on Baird’s valuation. Benzinga article
• Negative Sentiment: Zacks Research lowered its FY2027 EPS forecast to $5.16 from $5.56, a sizable reduction that signals weaker expected earnings growth for the real estate investment trust.
• Negative Sentiment: Zacks also cut its FY2028 EPS estimate to $5.47 from $5.62. Quarterly reductions included Q3 2027 EPS to $1.24 from $1.42, Q4 2027 EPS to $1.16 from $1.23, and Q1 2028 EPS to $1.32 from $1.39.
• Negative Sentiment: Nearer-term estimates were reduced as well: Q3 2026 EPS fell to $1.51 from $1.53, Q4 2026 to $1.42 from $1.47, Q1 2027 to $1.39 from $1.46, and Q2 2027 to $1.37 from $1.46. The broad-based cuts may raise concerns about Alexandria’s earnings trajectory and ability to support its valuation.

About Alexandria Real Estate Equities

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.