Alexandria Real Estate Equities (NYSE:ARE) Raised to Hold at Wall Street Zen

Key Points

• Wall Street Zen upgraded Alexandria Real Estate Equities from "sell" to "hold"; the stock's consensus rating remains "Hold" with an average target of $55.08 (3 Buys, 11 Holds, 2 Sells), reflecting mixed analyst views and several recent target cuts.
• Q1 results showed EPS of $1.73 (in line with estimates) but revenue missed at $671.0M and was down 11.5% year‑over‑year, with a negative net margin (-36.03%) and negative ROE; the company guided FY2026 EPS to $6.30–$6.50 (analysts ~6.4).
• Shares traded near $41.44 (12‑month range $39.41–$88.24) with a $7.22B market cap, and Chairman Joel S. Marcus bought 25,000 shares in February, signaling insider buying while insiders collectively own about 1.35%.

Alexandria Real Estate Equities (NYSE:ARE - Get Free Report) was upgraded by analysts at Wall Street Zen from a "sell" rating to a "hold" rating in a research report issued to clients and investors on Saturday.

Several other brokerages also recently issued reports on ARE. BNP Paribas Exane cut their price objective on Alexandria Real Estate Equities from $50.00 to $44.00 and set an "underperform" rating for the company in a research report on Tuesday. The Goldman Sachs Group started coverage on Alexandria Real Estate Equities in a research note on Tuesday, February 3rd. They issued a "neutral" rating and a $60.00 target price for the company. Weiss Ratings reaffirmed a "sell (d)" rating on shares of Alexandria Real Estate Equities in a report on Monday, April 20th. Jefferies Financial Group reduced their price target on shares of Alexandria Real Estate Equities from $57.00 to $47.00 and set a "hold" rating on the stock in a research report on Tuesday, April 14th. Finally, Evercore decreased their price objective on shares of Alexandria Real Estate Equities from $67.00 to $65.00 and set an "outperform" rating on the stock in a report on Monday, April 6th. Three research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Hold" and an average target price of $55.08.

Alexandria Real Estate Equities Trading Up 2.3%

Shares of ARE stock opened at $41.44 on Friday. Alexandria Real Estate Equities has a 12-month low of $39.41 and a 12-month high of $88.24. The company has a market capitalization of $7.22 billion, a P/E ratio of -6.61, a P/E/G ratio of 4.91 and a beta of 1.12. The firm has a 50-day moving average price of $47.90 and a 200 day moving average price of $52.79. The company has a quick ratio of 0.23, a current ratio of 0.20 and a debt-to-equity ratio of 0.65.

Alexandria Real Estate Equities (NYSE:ARE - Get Free Report) last issued its quarterly earnings data on Monday, April 27th. The real estate investment trust reported $1.73 earnings per share for the quarter, hitting the consensus estimate of $1.73. The firm had revenue of $671.02 million for the quarter, compared to analysts' expectations 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 quarterly revenue was down 11.5% compared to the same quarter last year. During the same period in the prior 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. Research analysts forecast that Alexandria Real Estate Equities will post 6.4 earnings per share for the current fiscal year.

Insider Activity

In related news, Chairman Joel S. Marcus bought 25,000 shares of Alexandria Real Estate Equities stock in a transaction on Thursday, February 12th. The shares were purchased at an average price of $53.92 per share, for a total transaction of $1,348,000.00. Following the completion of the acquisition, the chairman owned 562,724 shares in the company, valued at approximately $30,342,078.08. This represents a 4.65% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, 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 completion of the sale, the executive vice president directly owned 48,301 shares of the company's stock, valued at approximately $2,328,108.20. This trade represents a 1.10% 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. Corporate insiders own 1.35% of the company's stock.

Hedge Funds Weigh In On Alexandria Real Estate Equities

Several institutional investors and hedge funds have recently modified their holdings of ARE. DNB Asset Management AS lifted its holdings in shares of Alexandria Real Estate Equities by 121.4% in the third quarter. DNB Asset Management AS now owns 92,657 shares of the real estate investment trust's stock valued at $7,722,000 after purchasing an additional 50,810 shares in the last quarter. Nan Fung Trinity HK Ltd. acquired a new position in shares of Alexandria Real Estate Equities during the third quarter worth about $14,664,000. Harvey Capital Management Inc. grew its holdings in shares of Alexandria Real Estate Equities by 91.8% during the third quarter. Harvey Capital Management Inc. now owns 45,600 shares of the real estate investment trust's stock worth $3,800,000 after buying an additional 21,825 shares in the last quarter. Cbre Investment Management Listed Real Assets LLC grew its holdings in shares of Alexandria Real Estate Equities by 159.3% during the third quarter. Cbre Investment Management Listed Real Assets LLC now owns 491,416 shares of the real estate investment trust's stock worth $40,955,000 after buying an additional 301,906 shares in the last quarter. Finally, Phoenix Financial Ltd. acquired a new stake in Alexandria Real Estate Equities in the 3rd quarter valued at approximately $1,957,000. 96.54% of the stock is currently owned by institutional investors and hedge funds.

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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