Zacks Research Issues Positive Outlook for ARE Earnings

Key Points

• Zacks Research nudged up its Q3 2027 EPS estimate for Alexandria Real Estate Equities to $1.37 (from $1.36) and maintains a Hold rating, while the consensus full‑year EPS is $9.32.
• For the quarter ended Jan. 26 ARE reported $2.16 EPS—beating estimates by $0.01—with revenue of $754.4M that topped forecasts but was down 4.4% year‑over‑year, and the company reported negative ROE and net margin.
• The board approved a $500M buyback (about 6.4% of shares) and declared a quarterly dividend of $0.72 ($2.88 annual, ~6.6% yield), and Chairman Joel S. Marcus purchased 25,000 shares.

Alexandria Real Estate Equities, Inc. (NYSE:ARE - Free Report) - Research analysts at Zacks Research raised their Q3 2027 earnings per share (EPS) estimates for shares of Alexandria Real Estate Equities in a note issued to investors on Thursday, April 2nd. Zacks Research analyst Team now expects that the real estate investment trust will earn $1.37 per share for the quarter, up from their previous forecast of $1.36. Zacks Research has a "Hold" rating on the stock. The consensus estimate for Alexandria Real Estate Equities' current full-year earnings is $9.32 per share. Zacks Research also issued estimates for Alexandria Real Estate Equities' FY2027 earnings at $5.94 EPS.

Alexandria Real Estate Equities (NYSE:ARE - Get Free Report) last issued its quarterly earnings results on Monday, January 26th. The real estate investment trust reported $2.16 EPS for the quarter, topping the consensus estimate of $2.15 by $0.01. Alexandria Real Estate Equities had a negative return on equity of 6.82% and a negative net margin of 47.23%.The company had revenue of $754.41 million for the quarter, compared to the consensus estimate of $742.64 million. During the same period in the previous year, the business posted $2.39 EPS. The company's revenue for the quarter was down 4.4% on a year-over-year basis. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS.

ARE has been the topic of several other reports. Mizuho decreased 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 research report on Friday, January 9th. Jefferies Financial Group upped their price objective on shares of Alexandria Real Estate Equities from $47.00 to $57.00 and gave the company a "hold" rating in a research report on Friday, January 30th. Royal Bank Of Canada reissued a "sector perform" rating and set a $60.00 target price on shares of Alexandria Real Estate Equities in a research report on Tuesday, February 10th. The Goldman Sachs Group assumed coverage on Alexandria Real Estate Equities in a research note on Tuesday, February 3rd. They set a "neutral" rating and a $60.00 price target on the stock. Finally, BMO Capital Markets reaffirmed a "market perform" rating and issued a $52.00 price target (down from $65.00) on shares of Alexandria Real Estate Equities in a report on Wednesday, March 25th. Three investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, Alexandria Real Estate Equities has a consensus rating of "Hold" and an average target price of $64.33.

Alexandria Real Estate Equities Stock Performance

Shares of Alexandria Real Estate Equities stock traded up $0.85 during midday trading on Tuesday, hitting $43.90. The company had a trading volume of 841,965 shares, compared to its average volume of 2,535,925. Alexandria Real Estate Equities has a 1-year low of $41.44 and a 1-year high of $88.24. The business's 50 day simple moving average is $51.24 and its two-hundred day simple moving average is $57.05. The stock has a market cap of $7.60 billion, a PE ratio of -5.20, a P/E/G ratio of 5.23 and a beta of 1.33. The company has a debt-to-equity ratio of 0.65, a current ratio of 0.23 and a quick ratio of 0.23.

Institutional Investors Weigh In On Alexandria Real Estate Equities

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Avalon Trust Co bought a new stake in shares of Alexandria Real Estate Equities during the third quarter worth $29,000. Cornerstone Planning Group LLC raised its holdings in shares of Alexandria Real Estate Equities by 5,916.7% in the third quarter. Cornerstone Planning Group LLC now owns 361 shares of the real estate investment trust's stock valued at $30,000 after buying an additional 355 shares during the last quarter. CYBER HORNET ETFs LLC acquired a new position in Alexandria Real Estate Equities during the 2nd quarter worth about $30,000. BOKF NA lifted its position 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 worth $31,000 after buying an additional 362 shares in the last quarter. Finally, MUFG Securities EMEA plc bought a new stake in Alexandria Real Estate Equities during the 2nd quarter worth about $33,000. 96.54% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Alexandria Real Estate Equities

In related news, Chairman Joel S. Marcus purchased 25,000 shares of the stock in a transaction on 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 transaction, the chairman directly owned 562,724 shares of the company's stock, valued at approximately $30,342,078.08. The trade was a 4.65% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 1.08% of the company's stock.

Alexandria Real Estate Equities Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be issued a dividend of $0.72 per share. This represents a $2.88 dividend on an annualized basis and a yield of 6.6%. The ex-dividend date of this dividend is Tuesday, March 31st. Alexandria Real Estate Equities's payout ratio is presently -34.12%.

Alexandria Real Estate Equities announced that its board has approved a stock buyback plan on Monday, December 8th that authorizes the company to buyback $500.00 million in outstanding shares. This buyback authorization authorizes the real estate investment trust to repurchase up to 6.4% of its shares through open market purchases. Shares buyback plans are usually a sign that the company's board of directors believes its shares are undervalued.

About Alexandria Real Estate Equities

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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