Rakuten Investment Management Inc. Takes Position in Alexandria Real Estate Equities, Inc. $ARE

Rakuten Investment Management Inc. acquired a new position in Alexandria Real Estate Equities, Inc. (NYSE:ARE) during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 13,692 shares of the real estate investment trust’s stock, valued at approximately $1,141,000.

Other large investors have also bought and sold shares of the company. Universal Beteiligungs und Servicegesellschaft mbH raised its position in Alexandria Real Estate Equities by 12.1% in the third quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 176,405 shares of the real estate investment trust’s stock worth $14,702,000 after acquiring an additional 19,011 shares in the last quarter. Chicago Partners Investment Group LLC grew its stake in shares of Alexandria Real Estate Equities by 61.9% in the 3rd quarter. Chicago Partners Investment Group LLC now owns 5,930 shares of the real estate investment trust’s stock worth $494,000 after purchasing an additional 2,267 shares during the last quarter. Demars Financial Group LLC bought a new stake in shares of Alexandria Real Estate Equities in the 3rd quarter worth approximately $403,000. Vert Asset Management LLC lifted its stake in Alexandria Real Estate Equities by 3.7% during the third quarter. Vert Asset Management LLC now owns 70,266 shares of the real estate investment trust’s stock valued at $5,856,000 after purchasing an additional 2,519 shares during the last quarter. Finally, Sage Mountain Advisors LLC acquired a new stake in Alexandria Real Estate Equities during the third quarter valued at approximately $212,000. Institutional investors own 96.54% of the company’s stock.

Trending Headlines about Alexandria Real Estate Equities

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

• Neutral Sentiment: Alexandria disclosed the tax treatment of its 2025 distributions — procedural information that clarifies shareholder tax reporting but is unlikely to change fundamentals. Alexandria Real Estate Equities, Inc. Announces Tax Treatment of Year 2025 Distributions
• Neutral Sentiment: Local operating update: Samuels Associates steps in to continue operation of Time Out Market Boston — a tenant/operator development that may support local property cash flow but has limited company‑wide impact. Samuels Steps In To Continue Operation Of Time Out Market Boston
• Negative Sentiment: Wave of securities‑class‑action filings and numerous law‑firm notices seeking lead plaintiffs after a recent large share price decline; multiple firms (Rosen, Bleichmar Fonti & Auld, Faruqi, Bernstein Liebhard, Pomerantz, Frank R. Cruz, etc.) are soliciting clients and reminding investors of a Jan. 26 deadline — this increases legal and headline risk and can pressure the stock. ARE DEADLINE: ROSEN, GLOBAL INVESTOR COUNSEL, Encourages Alexandria Real Estate Equities, Inc. Investors to Secure Counsel Before Important January 26 Deadline ARE FRAUD ALERT: Alexandria Faces Securities Fraud Class Action
• Negative Sentiment: Analyst/market skepticism: a Seeking Alpha piece recommends a downgrade, citing increased pain — contributes to negative sentiment and could influence sell‑side views and flows. Alexandria Real Estate Equities: Increased Pain Requires A Downgrade
• Negative Sentiment: Earnings risk: Zacks flags that ARE is set to report Q4 results on Jan. 26 and notes consensus expectations for lower revenues and adjusted FFO as occupancy pressures weigh — an earnings miss or weak FFO could amplify share weakness. Alexandria to Post Q4 Earnings: What to Expect From the Stock?

Alexandria Real Estate Equities Stock Up 2.8%

Shares of Alexandria Real Estate Equities stock opened at $59.72 on Friday. The stock has a 50-day moving average price of $51.05 and a 200 day moving average price of $67.37. The company has a market cap of $10.32 billion, a P/E ratio of -24.18, a P/E/G ratio of 7.21 and a beta of 1.31. 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, 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 earnings results on Monday, October 27th. The real estate investment trust reported $2.22 earnings per share for the quarter, missing the consensus estimate of $2.31 by ($0.09). The business had revenue of $751.94 million for the quarter, compared to analysts’ expectations of $752.90 million. Alexandria Real Estate Equities had a negative net margin of 13.43% and a negative return on equity of 1.89%. The company’s revenue was down 5.0% compared to the same quarter last year. During the same period last year, the firm earned $2.37 EPS. Alexandria Real Estate Equities has set its FY 2025 guidance at 8.980-9.040 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 business also recently disclosed a quarterly dividend, which was paid on Thursday, January 15th. Shareholders of record on Wednesday, December 31st were paid a $0.72 dividend. This represents a $2.88 annualized dividend and a yield of 4.8%. The ex-dividend date was Wednesday, December 31st. Alexandria Real Estate Equities’s dividend payout ratio is currently -116.60%.

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

Insider Transactions at Alexandria Real Estate Equities

In related news, Director Sheila K. Mcgrath bought 3,100 shares of the business’s stock in a transaction 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 transaction, the director directly owned 8,392 shares in the company, valued at $382,675.20. This represents a 58.58% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. 1.08% of the stock is currently owned by insiders.

Analysts Set New Price Targets

ARE has been the topic of several research reports. Evercore ISI dropped their price target on Alexandria Real Estate Equities from $72.00 to $64.00 and set an “outperform” rating on the stock in a report on Thursday, December 4th. Citizens Jmp lowered Alexandria Real Estate Equities from an “outperform” rating to a “market perform” rating in a research report on Thursday, November 13th. Robert W. Baird reduced their target price on Alexandria Real Estate Equities from $73.00 to $67.00 and set an “outperform” rating for the company in a report on Thursday, December 4th. Weiss Ratings reissued a “sell (d)” rating on shares of Alexandria Real Estate Equities in a research note on Wednesday. Finally, JPMorgan Chase & Co. cut their price objective 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. Five research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $63.57.

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.