Alexandria Real Estate Equities, Inc. $ARE Position Lowered by Lasalle Investment Management Securities LLC

Lasalle Investment Management Securities LLC trimmed its position in Alexandria Real Estate Equities, Inc. (NYSE:ARE) by 11.3% in the first quarter, Holdings Channel reports. The firm owned 1,511,273 shares of the real estate investment trust’s stock after selling 191,955 shares during the quarter. Alexandria Real Estate Equities accounts for 2.8% of Lasalle Investment Management Securities LLC’s holdings, making the stock its 15th biggest holding. Lasalle Investment Management Securities LLC’s holdings in Alexandria Real Estate Equities were worth $70,153,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of ARE. Norges Bank acquired a new stake in shares of Alexandria Real Estate Equities during the 4th quarter valued at approximately $805,429,000. Sumitomo Mitsui Trust Group Inc. boosted its holdings in Alexandria Real Estate Equities by 21.8% in the fourth quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,415,876 shares of the real estate investment trust’s stock worth $69,293,000 after purchasing an additional 253,402 shares during the period. Monaco Asset Management SAM acquired a new position in Alexandria Real Estate Equities in the fourth quarter worth $6,582,000. Thompson Investment Management Inc. increased its stake in Alexandria Real Estate Equities by 53.0% during the fourth quarter. Thompson Investment Management Inc. now owns 172,094 shares of the real estate investment trust’s stock valued at $8,422,000 after purchasing an additional 59,613 shares during the last quarter. Finally, SG Americas Securities LLC increased its stake in Alexandria Real Estate Equities by 708.2% during the fourth quarter. SG Americas Securities LLC now owns 155,420 shares of the real estate investment trust’s stock valued at $7,606,000 after purchasing an additional 136,190 shares during the last quarter. 96.54% of the stock is owned by institutional investors.

Key Alexandria Real Estate Equities News

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

• Negative Sentiment: Zacks Research cut its earnings outlook for Alexandria Real Estate Equities across multiple future periods, including FY2027, FY2028, and several 2027–2028 quarters, signaling expectations for weaker profitability ahead. Source article
• Negative Sentiment: The firm also maintained a “Strong Sell” rating, which can weigh on investor sentiment and reinforce concerns about the stock’s near-term outlook. Source article
• Neutral Sentiment: One article suggested ARE could be about 10% undervalued after its recent $5 billion credit move, which could support the stock if investors focus on balance-sheet flexibility rather than the weaker earnings outlook. Source article
• Neutral Sentiment: News that Harvest Properties bought a 25-acre R&D campus in Palo Alto may be relevant to the broader life-science real estate market, but it is not clearly a direct catalyst for Alexandria Real Estate Equities. Source article

Alexandria Real Estate Equities Price Performance

Shares of NYSE ARE opened at $49.67 on Thursday. The company has a debt-to-equity ratio of 0.65, a current ratio of 0.20 and a quick ratio of 0.20. The firm has a market capitalization of $8.66 billion, a PE ratio of -7.92, a P/E/G ratio of 6.17 and a beta of 1.17. Alexandria Real Estate Equities, Inc. has a 1-year low of $39.41 and a 1-year high of $88.24. The business’s fifty day moving average price is $50.31 and its two-hundred day moving average price is $50.37.

Alexandria Real Estate Equities (NYSE:ARE) last announced its quarterly earnings results on Monday, April 27th. The real estate investment trust reported $1.73 earnings per share (EPS) for the quarter, meeting the consensus estimate of $1.73. The company had revenue of $671.02 million during the quarter, compared to the consensus estimate of $684.78 million. Alexandria Real Estate Equities had a negative net margin of 36.03% and a negative return on equity of 5.21%. The company’s revenue for the quarter was down 11.5% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.30 earnings per share. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.300-6.500 EPS. On average, research analysts expect that Alexandria Real Estate Equities, Inc. will post 6.36 EPS for the current year.

Alexandria Real Estate Equities Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th were paid a dividend of $0.72 per share. This represents a $2.88 dividend on an annualized basis and a yield of 5.8%. The ex-dividend date of this dividend was Tuesday, June 30th. Alexandria Real Estate Equities’s payout ratio is presently -45.93%.

Analyst Ratings Changes

A number of analysts have weighed in on ARE shares. Jefferies Financial Group dropped their target price on shares of Alexandria Real Estate Equities from $57.00 to $47.00 and set a “hold” rating on the stock in a report on Tuesday, April 14th. Citigroup reaffirmed an “outperform” rating on shares of Alexandria Real Estate Equities in a research report on Monday, May 4th. The Goldman Sachs Group reiterated a “neutral” rating and set a $52.00 price objective on shares of Alexandria Real Estate Equities in a research note on Tuesday, May 19th. Zacks Research cut shares of Alexandria Real Estate Equities from a “hold” rating to a “strong sell” rating in a report on Friday, July 17th. Finally, Robert W. Baird restated a “neutral” rating and issued a $46.00 target price (down from $67.00) on shares of Alexandria Real Estate Equities in a research note on Monday, May 4th. Three research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Reduce” and a consensus target price of $51.08.

Insider Buying and Selling at Alexandria Real Estate Equities

In other news, EVP Gregory Calvin Thomas bought 3,500 shares of the firm’s stock in a transaction on Thursday, April 30th. The stock was purchased at an average price of $41.00 per share, for a total transaction of $143,500.00. Following the transaction, the executive vice president owned 33,024 shares in the company, valued at approximately $1,353,984. This trade represents a 11.85% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Marc E. Binda sold 2,000 shares of the firm’s stock in a transaction that occurred on 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 owned 188,264 shares in the company, valued at $10,166,256. The trade was a 1.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.35% of the stock is currently owned by company insiders.

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.