Alexandria Real Estate Equities (NYSE:ARE) Updates FY 2026 Earnings Guidance
by Doug Wharley · The Cerbat GemAlexandria Real Estate Equities (NYSE:ARE – Get Free Report) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided earnings per share guidance of 6.300-6.500 for the period, compared to the consensus earnings per share estimate of 6.410. The company issued revenue guidance of -.
Alexandria Real Estate Equities Stock Performance
NYSE:ARE opened at $40.45 on Wednesday. The stock has a market cap of $7.00 billion, a P/E ratio of -6.49, a PEG ratio of 5.52 and a beta of 1.33. The stock has a 50 day simple moving average of $48.42 and a 200 day simple moving average of $52.95. The company has a current ratio of 0.23, a quick ratio of 0.23 and a debt-to-equity ratio of 0.65. Alexandria Real Estate Equities has a 1-year low of $39.41 and a 1-year high of $88.24.
Alexandria Real Estate Equities (NYSE:ARE – Get Free Report) last released its quarterly earnings results on Monday, April 27th. The real estate investment trust reported $1.73 earnings per share for the quarter, hitting the consensus estimate of $1.73. The business had revenue of $671.02 million during the quarter, compared to analysts’ expectations of $684.78 million. Alexandria Real Estate Equities had a negative return on equity of 5.13% and a negative net margin of 36.03%.The firm’s revenue for the quarter was down 11.5% compared to the same quarter last year. During the same period last year, the firm posted $2.30 EPS. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.300-6.500 EPS. Research analysts anticipate that Alexandria Real Estate Equities will post 6.4 earnings per share for the current year.
Alexandria Real Estate Equities Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st were paid a dividend of $0.72 per share. This represents a $2.88 dividend on an annualized basis and a yield of 7.1%. The ex-dividend date was Tuesday, March 31st. Alexandria Real Estate Equities’s dividend payout ratio (DPR) is -45.93%.
Wall Street Analyst Weigh In
A number of equities analysts have commented on ARE shares. Cantor Fitzgerald restated a “neutral” rating on shares of Alexandria Real Estate Equities in a research note on Wednesday. Royal Bank Of Canada restated a “sector perform” rating and set a $60.00 price objective on shares of Alexandria Real Estate Equities in a research note on Tuesday, February 10th. JPMorgan Chase & Co. lowered their price objective on Alexandria Real Estate Equities from $63.00 to $57.00 and set a “neutral” rating on the stock in a research note on Tuesday, March 10th. BMO Capital Markets restated a “market perform” rating and set a $52.00 price objective (down from $65.00) on shares of Alexandria Real Estate Equities in a research note on Wednesday, March 25th. Finally, Mizuho lowered their price objective on Alexandria Real Estate Equities from $91.00 to $70.00 and set an “outperform” rating on the stock in a research note on Friday, January 9th. Three research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $63.27.
Check Out Our Latest Research Report on ARE
Insider Buying and Selling at Alexandria Real Estate Equities
In other Alexandria Real Estate Equities news, Chairman Joel S. Marcus purchased 25,000 shares of the firm’s stock in a transaction dated Thursday, February 12th. The shares were bought at an average price of $53.92 per share, for a total transaction of $1,348,000.00. Following 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Hallie E. Kuhn sold 536 shares of Alexandria Real Estate Equities stock in a transaction on Friday, April 17th. The shares were sold at an average price of $48.20, for a total value of $25,835.20. Following the completion of the transaction, the executive vice president owned 48,301 shares in the company, valued at approximately $2,328,108.20. The trade was a 1.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.35% of the company’s stock.
Key Stories Impacting Alexandria Real Estate Equities
Here are the key news stories impacting Alexandria Real Estate Equities this week:
- Positive Sentiment: Q1 FFO of $1.73 met consensus and management issued FY‑2026 EPS guidance of $6.30–6.50; company cites liquidity and ongoing collections as supportive. PR Newswire: Q1 Results
- Positive Sentiment: Company is actively engaging tech tenants for Boston suburban projects — a sign management is pursuing leasing opportunities outside core campus markets. Banker & Tradesman: Boston Suburbs
- Positive Sentiment: Some investors view ARE as a contrarian long‑term bet on life‑science real estate recovery, arguing current valuation discounts potential upside if sector demand normalizes. Seeking Alpha: Contrarian Bet
- Neutral Sentiment: Earnings call transcript and slide materials are available for detail on tenant wind‑downs, occupancy trends and guidance assumptions — useful for modeling near‑term cash flow and lease expirations. Earnings Call Transcript
- Neutral Sentiment: Analyst coverage notes FFO met estimates and tenant collections helped revenue recognition, but metrics show occupancy pressure — read analyst note for line‑item impacts. Zacks: FFO & Collections
- Negative Sentiment: Revenue fell ~11.5% year‑over‑year and the company reported increased losses and slower leasing activity — structural softness in life‑science leasing is pressuring near‑term results. Commercial Observer: Increased Losses
- Negative Sentiment: BNP Paribas Exane cut its price target to $44 and kept an “underperform” rating, signaling skeptical analyst views on near‑term recovery. MarketScreener: PT Cut
- Negative Sentiment: Shares plunged after an investment firm’s bearish stance, briefly trading near a ~17‑year low amid heavy selling and underperformance vs peers — momentum and sentiment have turned negative. InsiderMonkey: 17‑Year Low
- Negative Sentiment: Market commentaries note potential tenant wind‑downs and occupancy risk that weighed on the quarter and investor reaction. MSN: Tenant Wind‑downs
Institutional Investors Weigh In On Alexandria Real Estate Equities
Hedge funds and other institutional investors have recently bought and sold shares of the company. Invesco Ltd. boosted its position in Alexandria Real Estate Equities by 57.9% during the 4th quarter. Invesco Ltd. now owns 6,033,304 shares of the real estate investment trust’s stock worth $295,270,000 after buying an additional 2,211,424 shares during the period. Corient Private Wealth LLC boosted its position in Alexandria Real Estate Equities by 61.5% during the 4th quarter. Corient Private Wealth LLC now owns 38,608 shares of the real estate investment trust’s stock worth $1,787,000 after buying an additional 14,700 shares during the period. Alberta Investment Management Corp acquired a new stake in Alexandria Real Estate Equities during the 4th quarter worth approximately $1,175,000. Mackenzie Financial Corp boosted its position in Alexandria Real Estate Equities by 4.3% during the 4th quarter. Mackenzie Financial Corp now owns 6,276 shares of the real estate investment trust’s stock worth $310,000 after buying an additional 259 shares during the period. Finally, Adelante Capital Management LLC boosted its position in Alexandria Real Estate Equities by 448.7% during the 4th quarter. Adelante Capital Management LLC now owns 397,289 shares of the real estate investment trust’s stock worth $19,443,000 after buying an additional 324,884 shares during the period. Institutional investors own 96.54% of the company’s stock.
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.