Alexandria Real Estate Equities (NYSE:ARE) Updates FY 2026 Earnings Guidance

Alexandria Real Estate Equities (NYSE:ARE) updated its FY 2026 earnings guidance on Monday. The company provided earnings per share guidance of 6.250-6.550 for the period, compared to the consensus earnings per share estimate of 2.510. The company issued revenue guidance of -.

Alexandria Real Estate Equities Stock Performance

ARE stock traded down $2.45 during midday trading on Monday, reaching $57.24. 4,462,210 shares of the company’s stock traded hands, compared to its average volume of 2,674,384. The company has a current ratio of 0.24, a quick ratio of 0.24 and a debt-to-equity ratio of 0.65. Alexandria Real Estate Equities has a 52-week low of $44.10 and a 52-week high of $105.14. The stock has a market cap of $9.89 billion, a P/E ratio of -23.18, a PEG ratio of 7.21 and a beta of 1.31. The stock’s 50-day moving average is $51.05 and its 200 day moving average is $67.30.

Alexandria Real Estate Equities (NYSE:ARE) last issued its quarterly earnings data on Monday, January 26th. The real estate investment trust reported ($6.35) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.15 by ($8.50). The business 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 net margin of 13.43% and a negative return on equity of 1.89%. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS. As a group, analysts anticipate that Alexandria Real Estate Equities will post 9.32 EPS for the current year.

Alexandria Real Estate Equities Cuts Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, January 15th. Investors of record on Wednesday, December 31st were paid a dividend of $0.72 per share. 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 5.0%. Alexandria Real Estate Equities’s dividend payout ratio is presently -116.60%.

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

Wall Street Analyst Weigh In

Several research firms have commented on ARE. BNP Paribas Exane dropped their price objective 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. Deutsche Bank Aktiengesellschaft lowered their price target on shares of Alexandria Real Estate Equities from $83.00 to $45.00 and set a “hold” rating for the company in a report on Friday, December 19th. Cantor Fitzgerald set a $46.00 price objective on Alexandria Real Estate Equities in a research note on Monday, January 5th. Citizens Jmp downgraded Alexandria Real Estate Equities from an “outperform” rating to a “market perform” rating in a research report on Thursday, November 13th. Finally, Mizuho dropped their target price on Alexandria Real Estate Equities from $91.00 to $70.00 and set an “outperform” rating for the company in a report on Friday, January 9th. Five equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $63.93.

Insider Buying and Selling

In related news, Director Sheila K. Mcgrath acquired 3,100 shares of the firm’s stock in a transaction that occurred on 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 acquisition, the director directly owned 8,392 shares of the company’s stock, valued at $382,675.20. This represents a 58.58% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available at this hyperlink. 1.15% of the stock is owned by corporate insiders.

Alexandria Real Estate Equities News Roundup

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

• Positive Sentiment: BMO Capital Markets raised its price target on ARE to $65 from $60 and kept an “outperform” rating, signaling analyst conviction that shares have upside from current levels. MarketScreener
• Neutral Sentiment: A local commercial real‑estate transaction (Carlsbad office campus sale) appeared in regional coverage but has no clear material impact on Alexandria’s balance sheet or fundamentals. Article
• Negative Sentiment: Multiple law firms have filed or are soliciting lead‑plaintiff participation in a securities class action against Alexandria covering the Jan. 27, 2025–Oct. 27, 2025 period; filings allege securities‑law violations and the January 26, 2026 lead‑plaintiff deadline is being widely publicized — increased litigation risk and potential liabilities can pressure the stock. Representative notices: Bronstein, Gewirtz & Grossman (class action filed). Bronstein Filing
• Negative Sentiment: Several additional plaintiff firms (Portnoy Law Firm, Bragar Eagel & Squire, Schall Law Firm, Faruqi & Faruqi, Rosen, DJS, BFA and others) issued deadline reminders or announced investigations — the volume of solicitations amplifies market concern about a potential adverse ruling or settlement. Examples: Portnoy Law Firm; Bragar Eagel & Squire; Schall Law Firm. Portnoy Bragar Schall
• Negative Sentiment: Short‑term negative coverage from outlets flagging REIT risk and “sell alerts” (Seeking Alpha, Benzinga) increases bearish sentiment and can exacerbate outflows or momentum selling in the near term. Seeking Alpha Benzinga

Hedge Funds Weigh In On Alexandria Real Estate Equities

A number of large investors have recently added to or reduced their stakes in ARE. CIBC Private Wealth Group LLC increased its holdings in shares of Alexandria Real Estate Equities by 109.6% in the third quarter. CIBC Private Wealth Group LLC now owns 436 shares of the real estate investment trust’s stock valued at $36,000 after purchasing an additional 228 shares during the period. CIBC Bancorp USA Inc. purchased a new stake in Alexandria Real Estate Equities in the third quarter valued at approximately $5,199,000. Captrust Financial Advisors increased its holdings in Alexandria Real Estate Equities by 21.8% in the 3rd quarter. Captrust Financial Advisors now owns 33,057 shares of the real estate investment trust’s stock worth $2,755,000 after buying an additional 5,911 shares during the period. Coldstream Capital Management Inc. increased its holdings in Alexandria Real Estate Equities by 105.3% in the 3rd quarter. Coldstream Capital Management Inc. now owns 9,300 shares of the real estate investment trust’s stock worth $775,000 after buying an additional 4,770 shares during the period. Finally, Danske Bank A S purchased a new position in Alexandria Real Estate Equities during the 3rd quarter worth approximately $6,900,000. 96.54% of the stock is currently owned by institutional investors.

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.