Mitsubishi UFJ Trust & Banking Corp Sells 24,771 Shares of Alexandria Real Estate Equities, Inc. $ARE

Key Points

• Mitsubishi UFJ Trust & Banking trimmed its stake in Alexandria Real Estate Equities by 28.5% in Q4, selling 24,771 shares and leaving 62,239 shares valued at about $3.05 million.
• Alexandria reported quarterly EPS of $1.73 (in line with estimates) but revenue of $671.02M missed expectations, the company showed a negative net margin (-36.03%), and set FY2026 guidance of 6.30–6.50 EPS.
• The REIT pays a quarterly dividend of $0.72 (annualized $2.88, ~7.0% yield), and Chairman Joel S. Marcus recently bought 25,000 shares while institutional investors own ~96.5% of the stock.

Mitsubishi UFJ Trust & Banking Corp trimmed its position in shares of Alexandria Real Estate Equities, Inc. (NYSE:ARE - Free Report) by 28.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 62,239 shares of the real estate investment trust's stock after selling 24,771 shares during the period. Mitsubishi UFJ Trust & Banking Corp's holdings in Alexandria Real Estate Equities were worth $3,046,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Avalon Trust Co bought a new position in Alexandria Real Estate Equities during the 3rd quarter valued at about $29,000. Cornerstone Planning Group LLC grew its holdings in Alexandria Real Estate Equities by 5,916.7% during the 3rd quarter. Cornerstone Planning Group LLC now owns 361 shares of the real estate investment trust's stock valued at $30,000 after purchasing an additional 355 shares during the last quarter. BOKF NA grew its holdings in Alexandria Real Estate Equities by 6,033.3% during 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 last quarter. CYBER HORNET ETFs LLC bought a new position in Alexandria Real Estate Equities during the 2nd quarter valued at about $30,000. Finally, CIBC Private Wealth Group LLC grew its holdings in Alexandria Real Estate Equities by 109.6% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 436 shares of the real estate investment trust's stock valued at $36,000 after purchasing an additional 228 shares during the last quarter. 96.54% of the stock is currently owned by institutional investors.

Alexandria Real Estate Equities Price Performance

Shares of ARE stock opened at $41.44 on Monday. The company has a debt-to-equity ratio of 0.65, a current ratio of 0.20 and a quick ratio of 0.20. The company has a market capitalization of $7.22 billion, a P/E ratio of -6.61, a P/E/G ratio of 5.01 and a beta of 1.12. The company's 50-day simple moving average is $47.90 and its two-hundred day simple moving average is $52.48. Alexandria Real Estate Equities, Inc. has a one year low of $39.41 and a one year 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 EPS for the quarter, hitting analysts' consensus estimates 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 company's revenue for the quarter was down 11.5% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.30 EPS. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.300-6.500 EPS. As a group, equities analysts anticipate that Alexandria Real Estate Equities, Inc. will post 6.4 EPS for the current year.

Alexandria Real Estate Equities Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st were paid a $0.72 dividend. This represents a $2.88 dividend on an annualized basis and a yield of 7.0%. The ex-dividend date was Tuesday, March 31st. Alexandria Real Estate Equities's dividend payout ratio is currently -45.93%.

Insider Transactions at Alexandria Real Estate Equities

In other Alexandria Real Estate Equities news, Chairman Joel S. Marcus acquired 25,000 shares of the company's stock in a transaction dated Thursday, February 12th. The shares were purchased at an average cost of $53.92 per share, for a total transaction of $1,348,000.00. Following the completion of the purchase, the chairman owned 562,724 shares in the company, valued at approximately $30,342,078.08. This trade represents a 4.65% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, EVP Hallie E. Kuhn sold 536 shares of the stock in a transaction that occurred on Friday, April 17th. The shares were sold at an average price of $48.20, for a total transaction of $25,835.20. Following the transaction, the executive vice president owned 48,301 shares in the company, valued at approximately $2,328,108.20. This represents a 1.10% 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. 1.35% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several brokerages recently commented on ARE. Zacks Research upgraded shares of Alexandria Real Estate Equities from a "strong sell" rating to a "hold" rating in a report on Thursday, January 29th. Deutsche Bank Aktiengesellschaft upped their price target on shares of Alexandria Real Estate Equities from $53.00 to $55.00 and gave the company a "hold" rating in a report on Monday, February 2nd. BMO Capital Markets reiterated a "market perform" rating and set a $52.00 price target (down from $65.00) on shares of Alexandria Real Estate Equities in a report on Wednesday, March 25th. Morgan Stanley cut their price target on shares of Alexandria Real Estate Equities from $55.00 to $54.00 and set an "equal weight" rating on the stock in a report on Monday, February 9th. Finally, Mizuho cut their price target on shares of Alexandria Real Estate Equities from $91.00 to $70.00 and set an "outperform" rating on the stock in a report on Friday, January 9th. Three research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of "Hold" and a consensus target price of $55.08.

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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