Algert Global LLC raised its holdings in shares of Alexandria Real Estate Equities, Inc. (NYSE:ARE - Free Report) by 38.8% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 144,310 shares of the real estate investment trust's stock after acquiring an additional 40,320 shares during the quarter. Algert Global LLC owned approximately 0.08% of Alexandria Real Estate Equities worth $7,627,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors also recently made changes to their positions in ARE. Norges Bank acquired a new position in shares of Alexandria Real Estate Equities during the fourth quarter worth $805,429,000. Monaco Asset Management SAM acquired a new stake in shares of Alexandria Real Estate Equities during the 4th quarter valued at $6,582,000. Handelsbanken Fonder AB grew its position in Alexandria Real Estate Equities by 58.6% during the 2nd quarter. Handelsbanken Fonder AB now owns 68,500 shares of the real estate investment trust's stock worth $3,620,000 after acquiring an additional 25,300 shares during the last quarter. Diamond Hill Capital Management Inc. bought a new stake in Alexandria Real Estate Equities during the 4th quarter worth $8,445,000. Finally, Northwestern Mutual Wealth Management Co. increased its holdings in Alexandria Real Estate Equities by 789.6% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 51,884 shares of the real estate investment trust's stock worth $2,539,000 after purchasing an additional 46,052 shares in the last quarter. 96.54% of the stock is currently owned by institutional investors and hedge funds.
Trending Headlines about Alexandria Real Estate Equities
Here are the key news stories impacting Alexandria Real Estate Equities this week:
- Positive Sentiment: Baird raised its price target to $52. Robert W. Baird increased its target for ARE, signaling somewhat improved expectations for the life-science REIT, although the new target remains close to the stock’s recent trading level and the broader analyst view is still cautious. Robert W. Baird Boosts Alexandria Real Estate Equities Price Target to $52
- Positive Sentiment: One upward earnings revision provides modest support. Zacks Research raised its FY2026 EPS forecast to $6.39 from $6.36, slightly above the current consensus estimate of $6.38. However, Zacks maintained a “Hold” rating.
- Neutral Sentiment: Third-quarter results date announced. Alexandria will release its third-quarter 2026 operating and financial results and host its conference call on October 27, giving investors a scheduled catalyst to assess leasing, property sales, occupancy and guidance. Alexandria Announces Third-Quarter 2026 Earnings Call Date
- Neutral Sentiment: Cambridge asset sale provides liquidity. Alexandria sold lab condominium units in Cambridge, Massachusetts, to Draper for $45 million. The transaction may support liquidity and portfolio repositioning, but its effect on recurring earnings depends on the asset’s prior contribution and sale terms. Alexandria Sells Cambridge Lab Condo Units for $45 Million
- Negative Sentiment: Analysts lowered most medium- and long-term forecasts. Zacks cut estimates for Q3 and Q4 2026, every quarter of 2027, FY2027 to $5.16 from $5.56, and FY2028 to $5.47 from $5.62. The revisions suggest pressure on Alexandria’s earnings outlook and are likely the main fundamental drag on the stock.
- Negative Sentiment: Cambridge sale reportedly involved a $75 million loss. The reported loss substantially exceeds the $45 million sale proceeds, highlighting potential valuation pressure in Alexandria’s lab-property portfolio and raising concerns about realized asset values. Draper Buys Cambridge Lab Floors as Alexandria Takes a Loss
Wall Street Analysts Forecast Growth
ARE has been the topic of a number of recent research reports. Evercore reissued an "outperform" rating and set a $57.00 price target on shares of Alexandria Real Estate Equities in a research note on Monday, August 17th. BMO Capital Markets raised their price objective on shares of Alexandria Real Estate Equities from $52.00 to $54.00 and gave the company a "market perform" rating in a report on Friday, June 12th. Morgan Stanley reiterated an "underweight" rating and set a $53.00 target price on shares of Alexandria Real Estate Equities in a research report on Thursday, June 11th. BNP Paribas Exane boosted their target price on shares of Alexandria Real Estate Equities from $45.00 to $48.00 and gave the stock an "underperform" rating in a report on Wednesday, August 5th. Finally, Royal Bank Of Canada decreased their price target on shares of Alexandria Real Estate Equities from $60.00 to $50.00 and set a "sector perform" rating for the company in a research report on Tuesday, May 5th. Two equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Reduce" and a consensus target price of $52.85.
View Our Latest Stock Report on ARE
Alexandria Real Estate Equities Trading Up 0.1%
NYSE:ARE opened at $52.95 on Thursday. Alexandria Real Estate Equities, Inc. has a 52 week low of $39.41 and a 52 week high of $88.24. The company has a debt-to-equity ratio of 0.67, a quick ratio of 0.19 and a current ratio of 0.19. The firm's fifty day moving average is $50.71 and its 200-day moving average is $49.57. The firm has a market cap of $9.23 billion, a P/E ratio of -8.74 and a beta of 1.15.
Alexandria Real Estate Equities (NYSE:ARE - Get Free Report) last announced its 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). Alexandria Real Estate Equities had a negative return on equity of 5.21% and a negative net margin of 36.08%.The firm had revenue of $662.78 million for the quarter, compared to the consensus estimate of $464.86 million. During the same period in the prior year, the business earned $2.33 EPS. Alexandria Real Estate Equities's quarterly revenue was down 13.0% on a year-over-year basis. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.350-6.450 EPS. Equities analysts expect that Alexandria Real Estate Equities, Inc. will post 6.38 earnings per share for the current year.
Alexandria Real Estate Equities Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th were given a $0.72 dividend. The ex-dividend date of this dividend was Tuesday, June 30th. This represents a $2.88 annualized dividend and a yield of 5.4%. Alexandria Real Estate Equities's dividend payout ratio (DPR) is presently -47.52%.
Insider Buying and Selling
In related news, Chairman Joel S. Marcus bought 5,000 shares of the business's stock in a transaction that occurred on Monday, August 17th. The shares were bought at an average price of $46.28 per share, with a total value of $231,400.00. Following the completion of the transaction, the chairman directly owned 592,724 shares in the company, valued at approximately $27,431,266.72. This represents a 0.85% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Marc E. Binda sold 2,000 shares of the company's stock in a transaction on Tuesday, June 9th. The stock was sold at an average price of $54.00, for a total value of $108,000.00. Following the sale, the chief financial officer owned 188,264 shares of the company's stock, valued at $10,166,256. This trade represents a 1.05% decrease in their position. The SEC filing for this sale provides additional information. 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 Company Profile
(
Free Report)
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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