Alexandria Real Estate Equities (NYSE:ARE) Downgraded to "Hold" Rating by Robert W. Baird

Key Points

• Robert W. Baird downgraded Alexandria Real Estate Equities from a "strong‑buy" to a "hold"; the stock's consensus rating is currently "Hold" with a $52.69 consensus target and a breakdown of 3 Buys, 11 Holds and 2 Sells.
• Q1 results showed $1.73 EPS (in line with estimates) but revenue of $671.02 million missed the $684.78 million estimate and the company posted a negative net margin (−36.03%); management set FY2026 guidance of 6.300–6.500 EPS, roughly matching analyst expectations (~6.4).
• Shares opened at $41.09 and are trading near their 52‑week low of $39.41 (vs. a high of $88.24), with a market cap of about $7.16 billion, reflecting a substantial drop from prior highs.

Alexandria Real Estate Equities (NYSE:ARE - Get Free Report) was downgraded by analysts at Robert W. Baird from a "strong-buy" rating to a "hold" rating in a research note issued to investors on Monday,Zacks.com reports.

Other analysts also recently issued research reports about the stock. The Goldman Sachs Group assumed coverage on shares of Alexandria Real Estate Equities in a report on Tuesday, February 3rd. They issued a "neutral" rating and a $60.00 target price on the stock. Jefferies Financial Group lowered 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. Deutsche Bank Aktiengesellschaft boosted their price objective on shares of Alexandria Real Estate Equities from $53.00 to $55.00 and gave the stock a "hold" rating in a report on Monday, February 2nd. BMO Capital Markets reissued a "market perform" rating and set a $52.00 price objective (down from $65.00) on shares of Alexandria Real Estate Equities in a report on Wednesday, March 25th. Finally, JPMorgan Chase & Co. decreased their price objective on shares of Alexandria Real Estate Equities from $63.00 to $57.00 and set a "neutral" rating on the stock in a report on Tuesday, March 10th. Three analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus target price of $52.69.

Alexandria Real Estate Equities Stock Down 0.7%

Shares of NYSE:ARE opened at $41.09 on Monday. The company has a market cap of $7.16 billion, a price-to-earnings ratio of -6.55, a PEG ratio of 5.01 and a beta of 1.12. The firm's 50-day simple moving average is $47.90 and its 200-day simple moving average is $52.48. The company has a quick ratio of 0.20, a current ratio of 0.20 and a debt-to-equity ratio of 0.65. Alexandria Real Estate Equities has a fifty-two week low of $39.41 and a fifty-two week high of $88.24.

Alexandria Real Estate Equities (NYSE:ARE - Get Free Report) last issued its earnings results on Monday, April 27th. The real estate investment trust reported $1.73 earnings per share for the quarter, meeting the consensus estimate of $1.73. The business had revenue of $671.02 million for 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 business's quarterly revenue was down 11.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.30 earnings per share. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.300-6.500 EPS. As a group, equities research analysts predict that Alexandria Real Estate Equities will post 6.4 earnings per share for the current year.

Insider Buying and Selling at Alexandria Real Estate Equities

In other Alexandria Real Estate Equities news, EVP Hallie E. Kuhn sold 536 shares of the company's stock in a transaction dated Friday, April 17th. The shares were sold at an average price of $48.20, for a total value of $25,835.20. Following the sale, the executive vice president owned 48,301 shares of the company's stock, valued at $2,328,108.20. This represents a 1.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Gregory Calvin Thomas purchased 3,500 shares of Alexandria Real Estate Equities stock in a transaction on Thursday, April 30th. The stock was acquired at an average cost of $41.00 per share, for a total transaction of $143,500.00. Following the acquisition, the executive vice president directly owned 33,024 shares of the company's stock, valued at approximately $1,353,984. This represents a 11.85% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders own 1.35% of the company's stock.

Institutional Trading of Alexandria Real Estate Equities

Several institutional investors and hedge funds have recently modified their holdings of the business. Calamos Wealth Management LLC purchased a new stake in shares of Alexandria Real Estate Equities in the first quarter valued at about $292,000. Calamos Advisors LLC lifted its holdings in shares of Alexandria Real Estate Equities by 12.9% in the first quarter. Calamos Advisors LLC now owns 54,959 shares of the real estate investment trust's stock valued at $2,551,000 after purchasing an additional 6,298 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management acquired a new position in shares of Alexandria Real Estate Equities in the first quarter valued at approximately $271,000. HBW Advisory Services LLC raised its position in shares of Alexandria Real Estate Equities by 24.9% in the first quarter. HBW Advisory Services LLC now owns 23,332 shares of the real estate investment trust's stock valued at $1,083,000 after buying an additional 4,646 shares during the last quarter. Finally, Chicago Partners Investment Group LLC raised its position in shares of Alexandria Real Estate Equities by 34.3% in the first quarter. Chicago Partners Investment Group LLC now owns 10,572 shares of the real estate investment trust's stock valued at $493,000 after buying an additional 2,700 shares during the last quarter. Hedge funds and other institutional investors own 96.54% of the company's stock.

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.

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