What is Zacks Research's Forecast for ARE FY2026 Earnings?

Key Points

• Zacks Research raised its FY2026 EPS forecast for Alexandria Real Estate Equities to $6.39, up from $6.36 and broadly in line with the $6.38 consensus estimate. The firm maintains a “Hold” rating.
• Alexandria reported a quarterly EPS loss of $0.43, missing the $0.09 consensus estimate, while revenue fell 13% year over year to $662.78 million. The company’s FY2026 guidance is $6.35–$6.45 per share.
• The REIT pays a quarterly dividend of $0.72 per share, equivalent to an annualized $2.88 and a 5.4% yield, while analysts maintain a generally cautious outlook with a consensus “Reduce” rating and $52.85 target price.

Alexandria Real Estate Equities, Inc. (NYSE:ARE - Free Report) - Research analysts at Zacks Research increased their FY2026 earnings per share estimates for shares of Alexandria Real Estate Equities in a research report issued to clients and investors on Monday, August 24th. Zacks Research analyst Team now expects that the real estate investment trust will post earnings of $6.39 per share for the year, up from their previous forecast of $6.36. Zacks Research has a "Hold" rating on the stock. The consensus estimate for Alexandria Real Estate Equities' current full-year earnings is $6.38 per share.

Alexandria Real Estate Equities (NYSE:ARE - Get Free Report) last announced its quarterly earnings results on Monday, August 3rd. The real estate investment trust reported ($0.43) earnings per share for the quarter, missing analysts' consensus estimates of $0.09 by ($0.52). The company had revenue of $662.78 million during the quarter, compared to the consensus estimate 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 business's revenue was down 13.0% on a year-over-year basis. During the same quarter last year, the company earned $2.33 earnings per share. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.350-6.450 EPS.

Other equities research analysts have also recently issued research reports about the stock. Evercore reiterated an "outperform" rating and set a $57.00 target price on shares of Alexandria Real Estate Equities in a research report on Monday, August 17th. BNP Paribas Exane upped their price objective on shares of Alexandria Real Estate Equities from $45.00 to $48.00 and gave the stock an "underperform" rating in a research note on Wednesday, August 5th. Citigroup upped their price objective on shares of Alexandria Real Estate Equities from $42.00 to $50.00 and gave the stock a "neutral" rating in a research note on Monday, August 10th. BMO Capital Markets lifted their target price on shares of Alexandria Real Estate Equities from $52.00 to $54.00 and gave the company a "market perform" rating in a research note on Friday, June 12th. Finally, Citizens Jmp reiterated a "market perform" rating on shares of Alexandria Real Estate Equities in a research note on Monday, August 17th. Two investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of "Reduce" and a consensus target price of $52.85.

Alexandria Real Estate Equities Stock Down 2.2%

Shares of NYSE:ARE opened at $52.86 on Wednesday. The company's fifty day moving average is $50.63 and its 200-day moving average is $49.58. The company has a debt-to-equity ratio of 0.67, a quick ratio of 0.19 and a current ratio of 0.19. Alexandria Real Estate Equities has a 52 week low of $39.41 and a 52 week high of $88.24. The company has a market capitalization of $9.21 billion, a PE ratio of -8.72 and a beta of 1.15.

Institutional Investors Weigh In On Alexandria Real Estate Equities

Several institutional investors have recently modified their holdings of the business. FNY Investment Advisers LLC acquired a new position in Alexandria Real Estate Equities in the second quarter valued at approximately $26,000. First Bancorp Inc ME acquired a new stake in Alexandria Real Estate Equities during the 2nd quarter worth $26,000. Basecamp Wealth Advisors LLC raised its position in shares of Alexandria Real Estate Equities by 3,723.5% during the 1st quarter. Basecamp Wealth Advisors LLC now owns 650 shares of the real estate investment trust's stock valued at $30,000 after acquiring an additional 633 shares during the last quarter. CYBER HORNET ETFs LLC bought a new stake in shares of Alexandria Real Estate Equities during the 2nd quarter valued at $30,000. Finally, BOKF NA lifted its stake in shares of Alexandria Real Estate Equities by 6,033.3% in the 3rd quarter. BOKF NA now owns 368 shares of the real estate investment trust's stock valued at $31,000 after purchasing an additional 362 shares during the period. Institutional investors and hedge funds own 96.54% of the company's stock.

Insiders Place Their Bets

In other news, Chairman Joel S. Marcus purchased 5,000 shares of the business's stock in a transaction dated Monday, August 17th. The shares were acquired at an average price of $46.28 per share, with a total value of $231,400.00. Following the completion of the purchase, the chairman directly owned 592,724 shares of the company's stock, valued at $27,431,266.72. The trade was a 0.85% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Marc E. Binda sold 2,000 shares of Alexandria Real Estate Equities stock in a transaction dated Tuesday, June 9th. The stock was sold at an average price of $54.00, for a total value of $108,000.00. Following the completion of the sale, the chief financial officer owned 188,264 shares of the company's stock, valued at approximately $10,166,256. The trade was a 1.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.35% of the company's stock.

Alexandria Real Estate Equities Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th were given a dividend of $0.72 per share. The ex-dividend date was Tuesday, June 30th. This represents a $2.88 dividend on an annualized basis and a dividend yield of 5.4%. Alexandria Real Estate Equities's payout ratio is presently -47.52%.

Key Headlines Impacting Alexandria Real Estate Equities

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

• Positive Sentiment: Robert W. Baird raised its price target for ARE to $52 from $46, suggesting improved valuation support. However, Baird maintained a neutral rating, and the new target is slightly below the referenced share price. Robert W. Baird Boosts Alexandria Real Estate Equities Price Target
• Neutral Sentiment: Alexandria scheduled its third-quarter 2026 operating and financial results conference call for October 27. The announcement provides a timing update but no new financial information; investors may look to the call for guidance on leasing, occupancy, development spending and capital allocation. Alexandria Third-Quarter 2026 Earnings Call Announcement
• Negative Sentiment: Zacks Research made broad downward revisions to Alexandria’s earnings outlook while retaining a “Hold” rating. Its Q3 2026 EPS estimate fell to $1.51 from $1.53, Q4 2026 to $1.42 from $1.47, and FY2027 to $5.16 from $5.56. FY2028 estimates were also reduced to $5.47 from $5.62. The revisions point to weaker expected earnings growth, although the current-year consensus remains $6.38 per share.
• Negative Sentiment: Alexandria sold Draper’s Cambridge laboratory condominium units for $45 million, reportedly recognizing an approximately $75 million loss relative to its carrying value. The transaction may improve liquidity and reduce exposure to the property, but the sizable realized loss highlights pressure on life-sciences real estate valuations and could hurt investor sentiment. Alexandria Sells Cambridge Lab Condo Units Draper Buys Cambridge Lab Floors

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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