Evercore ISI Issues Positive Forecast for Alexandria Real Estate Equities (NYSE:ARE) Stock Price

Alexandria Real Estate Equities (NYSE:ARE) had its target price boosted by Evercore ISI from $64.00 to $67.00 in a research note issued to investors on Wednesday,MarketScreener reports. The firm currently has an outperform rating on the real estate investment trust’s stock.

A number of other equities analysts have also issued reports on ARE. BNP Paribas Exane decreased their price target on 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. Citigroup lowered their target price on Alexandria Real Estate Equities from $61.00 to $52.00 and set a “neutral” rating on the stock in a report on Thursday, December 4th. Cantor Fitzgerald set a $46.00 price target on shares of Alexandria Real Estate Equities in a report on Monday, January 5th. Morgan Stanley assumed coverage on shares of Alexandria Real Estate Equities in a research note on Friday, January 9th. They issued an “equal weight” rating and a $55.00 price objective on the stock. Finally, Zacks Research lowered shares of Alexandria Real Estate Equities from a “hold” rating to a “strong sell” rating in a research note on Thursday, November 6th. Five 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 presently has a consensus rating of “Hold” and an average target price of $65.14.

Alexandria Real Estate Equities Stock Performance

Shares of NYSE ARE traded down $0.78 during midday trading on Wednesday, hitting $53.83. 794,862 shares of the company’s stock were exchanged, compared to its average volume of 2,652,557. Alexandria Real Estate Equities has a twelve month low of $44.10 and a twelve month high of $105.14. The firm has a market cap of $9.33 billion, a P/E ratio of -6.38, a PEG ratio of 7.02 and a beta of 1.31. The stock’s 50 day moving average price is $51.43 and its 200-day moving average price is $66.90. 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 (NYSE:ARE) last announced its earnings results on Monday, January 26th. The real estate investment trust reported $2.16 earnings per share for the quarter, beating the consensus estimate of $2.15 by $0.01. The firm 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 return on equity of 6.82% and a negative net margin of 47.23%.The firm’s revenue for the quarter was down 4.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.39 EPS. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS. Equities research analysts anticipate that Alexandria Real Estate Equities will post 9.32 EPS for the current year.

Alexandria Real Estate Equities declared that its board has approved a stock repurchase plan on Monday, December 8th that authorizes the company to buyback $500.00 million in outstanding shares. This buyback authorization authorizes the real estate investment trust to purchase up to 6.4% of its stock through open market purchases. Stock buyback plans are often an indication that the company’s leadership believes its stock is undervalued.

Alexandria Real Estate Equities Cuts Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, January 15th. Shareholders 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 dividend yield of 5.4%. Alexandria Real Estate Equities’s dividend payout ratio (DPR) is -116.60%.

Insider Activity

In other news, Director Sheila K. Mcgrath acquired 3,100 shares of Alexandria Real Estate Equities stock in a transaction that occurred on Wednesday, December 10th. The stock was purchased at an average price of $45.60 per share, with a total value of $141,360.00. Following the completion of the transaction, the director owned 8,392 shares in the company, valued at approximately $382,675.20. This trade represents a 58.58% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Corporate insiders own 1.15% of the company’s stock.

Institutional Investors Weigh In On Alexandria Real Estate Equities

Several large investors have recently made changes to their positions in ARE. Analyst IMS Investment Management Services Ltd. increased its stake in shares of Alexandria Real Estate Equities by 48.3% in the 2nd quarter. Analyst IMS Investment Management Services Ltd. now owns 721,671 shares of the real estate investment trust’s stock valued at $52,415,000 after acquiring an additional 235,093 shares during the last quarter. Bank of Montreal Can raised its holdings in Alexandria Real Estate Equities by 10.7% in the second quarter. Bank of Montreal Can now owns 406,318 shares of the real estate investment trust’s stock worth $29,511,000 after purchasing an additional 39,117 shares during the period. Washburn Capital Management Inc. bought a new position in shares of Alexandria Real Estate Equities during the second quarter worth $949,000. Penserra Capital Management LLC grew its holdings in shares of Alexandria Real Estate Equities by 46.3% in the 2nd quarter. Penserra Capital Management LLC now owns 18,927 shares of the real estate investment trust’s stock valued at $1,374,000 after buying an additional 5,994 shares during the period. Finally, Arrowstreet Capital Limited Partnership increased its position in shares of Alexandria Real Estate Equities by 114.8% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 757,533 shares of the real estate investment trust’s stock valued at $55,020,000 after buying an additional 404,938 shares in the last quarter. Institutional investors own 96.54% of the company’s stock.

Alexandria Real Estate Equities News Summary

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

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.