Zacks Research Has Bearish Outlook for ARE FY2026 Earnings

Alexandria Real Estate Equities, Inc. (NYSE:ARE) – Research analysts at Zacks Research lowered their FY2026 EPS estimates for Alexandria Real Estate Equities in a report released on Monday, July 20th. Zacks Research analyst Team now expects that the real estate investment trust will post earnings of $6.36 per share for the year, down from their previous estimate of $6.40. Zacks Research has a “Strong Sell” rating on the stock. The consensus estimate for Alexandria Real Estate Equities’ current full-year earnings is $6.37 per share. Zacks Research also issued estimates for Alexandria Real Estate Equities’ Q4 2026 earnings at $1.47 EPS.

Other equities analysts have also issued reports about the company. BNP Paribas Exane increased their price objective on Alexandria Real Estate Equities from $44.00 to $45.00 and gave the company an “underperform” rating in a report on Wednesday, July 1st. Morgan Stanley reaffirmed an “underweight” rating and set a $53.00 price target on shares of Alexandria Real Estate Equities in a research report on Thursday, June 11th. Royal Bank Of Canada cut their price target on Alexandria Real Estate Equities from $60.00 to $50.00 and set a “sector perform” rating for the company in a research note on Tuesday, May 5th. The Goldman Sachs Group reissued a “neutral” rating and issued a $52.00 price objective on shares of Alexandria Real Estate Equities in a report on Tuesday, May 19th. Finally, Evercore boosted their price objective on Alexandria Real Estate Equities from $58.00 to $60.00 and gave the company an “outperform” rating in a research note on Wednesday, July 1st. Three investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Reduce” and a consensus price target of $51.08.

Alexandria Real Estate Equities Trading Up 1.0%

NYSE:ARE opened at $50.54 on Wednesday. The company has a current ratio of 0.20, a quick ratio of 0.20 and a debt-to-equity ratio of 0.65. The stock has a market capitalization of $8.81 billion, a PE ratio of -8.06, a price-to-earnings-growth ratio of 6.09 and a beta of 1.17. The firm’s 50 day moving average is $50.27 and its 200 day moving average is $50.36. Alexandria Real Estate Equities has a 12 month low of $39.41 and a 12 month high of $88.24.

Alexandria Real Estate Equities (NYSE:ARE) last released its earnings results on Monday, April 27th. The real estate investment trust reported $1.73 earnings per share for the quarter, meeting analysts’ consensus estimates of $1.73. Alexandria Real Estate Equities had a negative net margin of 36.03% and a negative return on equity of 5.21%. The firm had revenue of $671.02 million during the quarter, compared to the consensus estimate of $684.78 million. During the same period in the prior year, the firm earned $2.30 EPS. The company’s revenue was down 11.5% compared to the same quarter last year. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.300-6.500 EPS.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the stock. Gradient Investments LLC increased its holdings in Alexandria Real Estate Equities by 1,453.9% during the 4th quarter. Gradient Investments LLC now owns 257,838 shares of the real estate investment trust’s stock worth $12,619,000 after acquiring an additional 241,245 shares during the period. Norges Bank purchased a new position in shares of Alexandria Real Estate Equities during the 4th quarter valued at $805,429,000. Sumitomo Mitsui Trust Group Inc. grew its position in shares of Alexandria Real Estate Equities by 21.8% during the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,415,876 shares of the real estate investment trust’s stock valued at $69,293,000 after purchasing an additional 253,402 shares in the last quarter. Monaco Asset Management SAM bought a new position in shares of Alexandria Real Estate Equities in the fourth quarter worth $6,582,000. Finally, Thompson Investment Management Inc. raised its position in shares of Alexandria Real Estate Equities by 53.0% in the fourth quarter. Thompson Investment Management Inc. now owns 172,094 shares of the real estate investment trust’s stock worth $8,422,000 after buying an additional 59,613 shares in the last quarter. Hedge funds and other institutional investors own 96.54% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Gregory Calvin Thomas purchased 3,500 shares of the business’s stock in a transaction dated Thursday, April 30th. The stock was purchased at an average cost of $41.00 per share, with a total value of $143,500.00. Following the completion of the acquisition, the executive vice president directly owned 33,024 shares of the company’s stock, valued at approximately $1,353,984. The trade was a 11.85% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Marc E. Binda sold 2,000 shares of Alexandria Real Estate Equities stock in a transaction on Tuesday, June 9th. The shares were sold at an average price of $54.00, for a total value of $108,000.00. Following the completion of the transaction, the chief financial officer owned 188,264 shares of the company’s stock, valued at approximately $10,166,256. This trade represents a 1.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.35% of the company’s stock.

Alexandria Real Estate Equities Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th were issued a dividend of $0.72 per share. The ex-dividend date of this dividend was Tuesday, June 30th. This represents a $2.88 dividend on an annualized basis and a yield of 5.7%. Alexandria Real Estate Equities’s payout ratio is presently -45.93%.

More Alexandria Real Estate Equities News

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

• Positive Sentiment: Alexandria delivered a 427,000 RSF R&D hub for Bristol Myers Squibb at its Campus Point megacampus in San Diego, highlighting strong leasing execution and reinforcing high occupancy at the property. Article Title
• Positive Sentiment: A Yahoo Finance item said ARE could be about 10% undervalued after its $5 billion credit move, which may be helping sentiment by suggesting the shares trade below intrinsic value. Article Title
• Neutral Sentiment: Harvest Properties bought a 25-acre R&D campus in Palo Alto and may consider housing redevelopment; the property angle is relevant to the life-science real estate market, but it does not directly reference Alexandria’s operations. Article Title
• Negative Sentiment: Zacks Research lowered EPS estimates for several future periods, including FY2027 to $5.56 from $5.84 and FY2028 to $5.62 from $5.95, and maintained a Strong Sell rating, which could pressure the stock by signaling softer earnings expectations. Article Title

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.