Alexandria Real Estate Equities (NYSE:ARE) Given New $60.00 Price Target at Cantor Fitzgerald

Alexandria Real Estate Equities (NYSE:ARE) had its target price lifted by Cantor Fitzgerald from $46.00 to $60.00 in a research note released on Wednesday morning,MarketScreener reports. They currently have a neutral rating on the real estate investment trust’s stock.

A number of other analysts have also commented on ARE. BNP Paribas Exane decreased 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 note on Thursday, December 4th. Robert W. Baird decreased their target price on shares of Alexandria Real Estate Equities from $73.00 to $67.00 and set an “outperform” rating for the company in a research report on Thursday, December 4th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Alexandria Real Estate Equities in a research report on Wednesday, January 21st. Citigroup cut their price target on Alexandria Real Estate Equities from $61.00 to $52.00 and set a “neutral” rating for the company in a research note on Thursday, December 4th. Finally, Zacks Research downgraded Alexandria Real Estate Equities from a “hold” rating to a “strong sell” rating in a research note on Thursday, November 6th. Five investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $65.14.

Alexandria Real Estate Equities Trading Down 1.4%

NYSE ARE traded down $0.78 during mid-day trading on Wednesday, reaching $53.83. 794,862 shares of the stock were exchanged, compared to its average volume of 2,652,557. The stock has a market cap of $9.33 billion, a P/E ratio of -6.38, a P/E/G ratio of 7.02 and a beta of 1.31. The company has a debt-to-equity ratio of 0.65, a current ratio of 0.23 and a quick ratio of 0.24. Alexandria Real Estate Equities has a one year low of $44.10 and a one year high of $105.14. The stock has a 50 day simple moving average of $51.43 and a 200-day simple moving average of $66.90.

Alexandria Real Estate Equities (NYSE:ARE) last issued its quarterly earnings results on Monday, January 26th. The real estate investment trust reported $2.16 earnings per share for the quarter, topping analysts’ consensus estimates of $2.15 by $0.01. The firm 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%.The business’s revenue was down 4.4% compared to the same quarter last year. During the same period last year, the business posted $2.39 EPS. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS. On average, analysts anticipate that Alexandria Real Estate Equities will post 9.32 EPS for the current year.

Alexandria Real Estate Equities Cuts Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, January 15th. Investors of record on Wednesday, December 31st were issued a dividend of $0.72 per share. This represents a $2.88 dividend on an annualized basis and a yield of 5.4%. The ex-dividend date was Wednesday, December 31st. Alexandria Real Estate Equities’s dividend payout ratio (DPR) is -116.60%.

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

Insider Buying and Selling at Alexandria Real Estate Equities

In related news, Director Sheila K. Mcgrath purchased 3,100 shares of the firm’s stock in a transaction dated Wednesday, December 10th. The stock was bought at an average price of $45.60 per share, for a total transaction of $141,360.00. Following the purchase, 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 1.15% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in ARE. Norges Bank purchased a new stake in Alexandria Real Estate Equities during the second quarter valued at about $1,195,306,000. State Street Corp lifted its stake in shares of Alexandria Real Estate Equities by 3.7% during the 3rd quarter. State Street Corp now owns 11,273,031 shares of the real estate investment trust’s stock valued at $954,117,000 after buying an additional 399,286 shares in the last quarter. Geode Capital Management LLC boosted its holdings in Alexandria Real Estate Equities by 1.9% in the 2nd quarter. Geode Capital Management LLC now owns 4,318,035 shares of the real estate investment trust’s stock worth $312,407,000 after buying an additional 82,591 shares during the period. Invesco Ltd. grew its stake in Alexandria Real Estate Equities by 4.0% in the 3rd quarter. Invesco Ltd. now owns 3,821,880 shares of the real estate investment trust’s stock valued at $318,516,000 after buying an additional 145,562 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its holdings in shares of Alexandria Real Estate Equities by 4.9% in the second quarter. Charles Schwab Investment Management Inc. now owns 2,655,204 shares of the real estate investment trust’s stock worth $192,848,000 after acquiring an additional 125,020 shares during the period. Institutional investors own 96.54% of the company’s stock.

Key Stories Impacting Alexandria Real Estate Equities

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

• Positive Sentiment: Evercore ISI raised its price target to $67 and kept an “outperform” rating, signaling meaningful upside from current levels. Evercore Raises PT to $67
• Positive Sentiment: Cantor Fitzgerald raised its price target to $60 (neutral rating), adding upward analyst support. Cantor Fitzgerald Raises PT to $60
• Positive Sentiment: Alexandria launched cash tender offers to repurchase up to $800M of long?dated notes, a move that can improve leverage and reduce interest burden if accepted. Tender Offers Announcement
• Positive Sentiment: Q4 AFFO and revenues beat estimates, showing some operating resilience despite leasing headwinds. Q4 AFFO & Revenues Beat
• Neutral Sentiment: Management’s Q4 earnings call highlighted leasing activity and provided FY2026 guidance (EPS range), but commentary also flagged continued market challenges. Q4 Earnings Call Highlights
• Neutral Sentiment: Brokerage coverage is mixed on balance — the consensus recommendation is around “Hold,” suggesting varied analyst views despite a few higher targets. Average Hold from Brokerages
• Neutral Sentiment: Full earnings call transcript is available for investors wanting details on leasing, portfolio strategy and guidance assumptions. Earnings Call Transcript
• Negative Sentiment: Alexandria reported a roughly $1B loss and warned of continued challenges for lab leasing, which raises concerns about near?term earnings and asset valuations. Alexandria Posts $1B Loss
• Negative Sentiment: Management is pursuing a large dispositions program (outlined $2.9B target and specific sale tranches such as ~$581M) and has reset its dividend, moves that reflect stress in leasing and cash flow. Dispositions Target & Occupancy Dip
• Negative Sentiment: Alexandria is selling Bay Area sites for housing and has scrapped a planned Fenway lab conversion—signs management is pivoting assets away from lab uses amid oversupply. Bay Area Sites for Housing Scraps Fenway Conversion

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.