Alexandria Real Estate Equities, Inc. (NYSE:ARE) Stock Has Consensus Target Price of $52.31 According to Analysts

Key Points

• Analysts are broadly cautious on Alexandria Real Estate Equities: The stock has a consensus “Reduce” rating from 16 brokerages, with four sells, ten holds and two buys. The average 12-month price target is $52.31, above the reported $45.86 share price.
• Recent financial performance was weak: Alexandria reported quarterly EPS of negative $0.43, missing the $0.09 consensus estimate, while revenue fell 13% year over year to $662.78 million. The company maintained fiscal 2026 EPS guidance of $6.35–$6.45.
• The REIT continues to offer a sizable dividend: It declared a quarterly dividend of $0.72 per share, or $2.88 annually, representing a 6.3% yield. Institutional investors and hedge funds own 96.54% of the stock, while insiders own 1.35%.

Alexandria Real Estate Equities, Inc. (NYSE:ARE - Get Free Report) has earned an average rating of "Reduce" from the sixteen brokerages that are presently covering the company, MarketBeat reports. Four analysts have rated the stock with a sell recommendation, ten have assigned a hold recommendation and two have given a buy recommendation to the company. The average 1-year price target among brokers that have updated their coverage on the stock in the last year is $52.31.

ARE has been the subject of several recent analyst reports. JPMorgan Chase & Co. downgraded Alexandria Real Estate Equities from a "neutral" rating to an "underweight" rating and set a $56.00 target price for the company. in a research note on Thursday, September 24th. Evercore reiterated an "outperform" rating and issued a $59.00 price target on shares of Alexandria Real Estate Equities in a research note on Monday, September 21st. Citigroup increased their price target on Alexandria Real Estate Equities from $42.00 to $50.00 and gave the company a "neutral" rating in a report on Monday, August 10th. BMO Capital Markets lowered their price objective on Alexandria Real Estate Equities from $52.00 to $48.00 and set a "market perform" rating for the company in a research note on Monday, September 28th. Finally, Weiss Ratings restated a "sell (d)" rating on shares of Alexandria Real Estate Equities in a report on Friday, July 17th.

Insider Buying and Selling

In other Alexandria Real Estate Equities news, CAO Andres Gavinet sold 10,000 shares of the firm's stock in a transaction on Monday, August 31st. The shares were sold at an average price of $50.93, for a total transaction of $509,300.00. Following the completion of the transaction, the chief accounting officer directly owned 102,516 shares of the company's stock, valued at $5,221,139.88. This trade represents a 8.89% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Chairman Joel Marcus bought 5,000 shares of the company's stock in a transaction dated Friday, September 11th. The stock was bought at an average cost of $49.68 per share, with a total value of $248,400.00. Following the transaction, the chairman directly owned 597,724 shares in the company, valued at approximately $29,694,928.32. The trade was a 0.84% increase in their position. The SEC filing for this purchase provides additional information. Insiders own 1.35% of the company's stock.

Hedge Funds Weigh In On Alexandria Real Estate Equities

A number of hedge funds have recently bought and sold shares of ARE. BlackRock Inc. acquired a new stake in shares of Alexandria Real Estate Equities during the second quarter worth $1,146,423,000. Bank of New York Mellon Corp bought a new stake in shares of Alexandria Real Estate Equities during the 2nd quarter valued at about $79,253,000. Legal & General Group Plc acquired a new stake in Alexandria Real Estate Equities during the second quarter worth about $76,647,000. Goldman Sachs Group Inc. raised its stake in Alexandria Real Estate Equities by 52.7% during the fourth quarter. Goldman Sachs Group Inc. now owns 3,582,387 shares of the real estate investment trust's stock worth $175,322,000 after acquiring an additional 1,236,781 shares during the period. Finally, Hsbc Holdings PLC bought a new position in Alexandria Real Estate Equities in the second quarter worth about $64,485,000. 96.54% of the stock is currently owned by institutional investors and hedge funds.

Alexandria Real Estate Equities Stock Down 3.2%

NYSE ARE opened at $45.86 on Tuesday. The stock has a market cap of $7.99 billion, a PE ratio of -7.57 and a beta of 1.16. Alexandria Real Estate Equities has a fifty-two week low of $39.41 and a fifty-two week high of $84.30. The business has a 50 day moving average price of $50.91 and a two-hundred day moving average price of $49.27. The company has a quick ratio of 0.19, a current ratio of 0.19 and a debt-to-equity ratio of 0.67.

Alexandria Real Estate Equities (NYSE:ARE - Get Free Report) last posted its quarterly earnings data on Monday, August 3rd. The real estate investment trust reported ($0.43) earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.09 by ($0.52). The firm had revenue of $662.78 million for the quarter, compared to analysts' expectations of $464.86 million. Alexandria Real Estate Equities had a negative net margin of 36.08% and a negative return on equity of 5.21%. The company's revenue for the quarter was down 13.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.33 EPS. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.350-6.450 EPS. As a group, sell-side analysts predict that Alexandria Real Estate Equities will post 6.39 EPS for the current fiscal year.

Alexandria Real Estate Equities Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 15th. Investors of record on Wednesday, September 30th will be paid a $0.72 dividend. This represents a $2.88 dividend on an annualized basis and a dividend yield of 6.3%. The ex-dividend date is Wednesday, September 30th. Alexandria Real Estate Equities's payout ratio is -47.52%.

Alexandria Real Estate Equities Company Profile

Alexandria Real Estate Equities, Inc NYSE: ARE is a real estate investment trust focused on owning, operating and developing collaborative life science, agtech and advanced technology campuses. The company provides specialized laboratory, research and office space for organizations involved in biotechnology, pharmaceuticals, medical devices, diagnostics, healthcare and related fields.

Alexandria's properties are designed to support innovation through purpose-built facilities, shared amenities and environments that encourage collaboration among companies, academic institutions, medical centers and research organizations.

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