Alexandria Real Estate Equities, Inc. $ARE Position Lowered by Sarasin & Partners LLP

Sarasin & Partners LLP reduced its position in Alexandria Real Estate Equities, Inc. (NYSE:ARE) by 65.3% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 13,682 shares of the real estate investment trust’s stock after selling 25,742 shares during the period. Sarasin & Partners LLP’s holdings in Alexandria Real Estate Equities were worth $1,155,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Norges Bank acquired a new position in shares of Alexandria Real Estate Equities in the 2nd quarter worth approximately $1,195,306,000. State Street Corp lifted its stake in Alexandria Real Estate Equities by 1.7% during the second quarter. State Street Corp now owns 10,873,745 shares of the real estate investment trust’s stock worth $803,863,000 after purchasing an additional 181,674 shares during the last quarter. Geode Capital Management LLC increased its stake in Alexandria Real Estate Equities by 1.9% during the second quarter. Geode Capital Management LLC now owns 4,318,035 shares of the real estate investment trust’s stock valued at $312,407,000 after purchasing an additional 82,591 shares during the last quarter. Invesco Ltd. raised its holdings in shares of Alexandria Real Estate Equities by 16.8% during the second quarter. Invesco Ltd. now owns 3,676,318 shares of the real estate investment trust’s stock worth $267,011,000 after purchasing an additional 528,575 shares during the period. Finally, Charles Schwab Investment Management Inc. raised its holdings in shares of Alexandria Real Estate Equities by 4.9% during 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 purchasing an additional 125,020 shares during the period. Institutional investors and hedge funds own 96.54% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the stock. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Alexandria Real Estate Equities in a research report on Wednesday, October 8th. Deutsche Bank Aktiengesellschaft lowered their target price on Alexandria Real Estate Equities from $83.00 to $45.00 and set a “hold” rating for the company in a report on Friday. Jefferies Financial Group dropped their price target on Alexandria Real Estate Equities from $62.00 to $47.00 and set a “hold” rating on the stock in a research report on Monday, December 15th. Royal Bank Of Canada reduced their price objective on Alexandria Real Estate Equities from $98.00 to $65.00 and set a “sector perform” rating for the company in a research report on Monday, November 3rd. Finally, Evercore ISI dropped their target price on Alexandria Real Estate Equities from $72.00 to $64.00 and set an “outperform” rating on the stock in a research report on Thursday, December 4th. Four investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Alexandria Real Estate Equities has a consensus rating of “Hold” and an average target price of $69.60.

Alexandria Real Estate Equities Stock Performance

Shares of ARE stock opened at $47.95 on Friday. Alexandria Real Estate Equities, Inc. has a 12-month low of $44.10 and a 12-month high of $105.14. The firm has a market capitalization of $8.29 billion, a price-to-earnings ratio of -19.41, a price-to-earnings-growth ratio of 4.13 and a beta of 1.32. The business has a 50 day simple moving average of $56.94 and a 200 day simple moving average of $70.92. The company has a debt-to-equity ratio of 0.65, a current ratio of 0.24 and a quick ratio of 0.24.

Alexandria Real Estate Equities (NYSE:ARE) last announced 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). Alexandria Real Estate Equities had a negative net margin of 13.43% and a negative return on equity of 1.89%. The business had revenue of $751.94 million for the quarter, compared to the consensus estimate of $752.90 million. During the same period in the previous year, the firm earned $2.37 EPS. The firm’s revenue was down 5.0% on a year-over-year basis. Alexandria Real Estate Equities has set its FY 2025 guidance at 8.980-9.040 EPS. On average, equities research analysts anticipate that Alexandria Real Estate Equities, Inc. will post 9.32 EPS for the current year.

Alexandria Real Estate Equities Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, January 15th. Investors of record on Wednesday, December 31st will be given a $0.72 dividend. This represents a $2.88 dividend on an annualized basis and a yield of 6.0%. The ex-dividend date is Wednesday, December 31st. Alexandria Real Estate Equities’s dividend payout ratio is currently -213.77%.

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

Insider Buying and Selling

In related news, Director Sheila K. Mcgrath bought 3,100 shares of the stock in a transaction on Wednesday, December 10th. The shares were purchased at an average price of $45.60 per share, with a total value of $141,360.00. Following the purchase, the director owned 8,392 shares in the company, valued at approximately $382,675.20. This represents a 58.58% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 1.08% of the company’s stock.

Key Headlines Impacting Alexandria Real Estate Equities

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

• Positive Sentiment: Sale of a Palo Alto life?sciences building; management says this is part of a portfolio shift that could free capital and simplify holdings — a modest liquidity/cleanup positive. Article Title
• Neutral Sentiment: Preparing sale of the San Francisco Tennis Club (non?core asset). This supports management’s portfolio reweighting plan but is unlikely to materially change near?term earnings. Article Title
• Negative Sentiment: Deutsche Bank cut its price target sharply to $45 from $83 and kept a “hold” rating — a substantive downward revision that directly weighs on sentiment and may pressure the stock as analysts and quant models update. Article Title Article Title
• Negative Sentiment: Multiple law firms have filed or advertised securities?fraud class actions and are soliciting lead?plaintiff applicants for a class covering Jan. 27–Oct. 27, 2025, with a Jan. 26, 2026 lead?plaintiff deadline. This cluster of litigation notices (Rosen, Schall, BFA, Faruqi, ClaimsFiler, Bronstein, Glancy, and others) raises potential legal costs, settlement risk and investor uncertainty. Representative notices: Rosen Law Firm; Schall Law Firm; BFA Law; Faruqi & Faruqi; ClaimsFiler; Bronstein. Rosen Notice Schall Notice BFA Notice Faruqi Notice ClaimsFiler Notice

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.