Sarasin & Partners LLP Lowers Stock Holdings in Alexandria Real Estate Equities, Inc. $ARE

Sarasin & Partners LLP reduced its holdings in Alexandria Real Estate Equities, Inc. (NYSE:ARE) by 65.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 13,682 shares of the real estate investment trust’s stock after selling 25,742 shares during the quarter. Sarasin & Partners LLP’s holdings in Alexandria Real Estate Equities were worth $1,155,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently added to or reduced their stakes in the business. Sound Income Strategies LLC acquired a new position in shares of Alexandria Real Estate Equities during the 2nd quarter valued at about $25,000. Loomis Sayles & Co. L P acquired a new position in shares of Alexandria Real Estate Equities in the 2nd quarter valued at $27,000. American National Bank & Trust purchased a new stake in shares of Alexandria Real Estate Equities during the 2nd quarter valued at $29,000. AlphaQuest LLC increased its holdings in shares of Alexandria Real Estate Equities by 370.5% during the 1st quarter. AlphaQuest LLC now owns 414 shares of the real estate investment trust’s stock worth $38,000 after buying an additional 326 shares during the last quarter. Finally, CYBER HORNET ETFs LLC purchased a new position in shares of Alexandria Real Estate Equities in the 2nd quarter worth $30,000. 96.54% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities research analysts have commented on the company. BMO Capital Markets set a $60.00 price target on Alexandria Real Estate Equities in a research note on Thursday, December 4th. Citizens Jmp downgraded shares of Alexandria Real Estate Equities from an “outperform” rating to a “market perform” rating in a research report on Thursday, November 13th. Robert W. Baird reduced their price target on shares of Alexandria Real Estate Equities from $73.00 to $67.00 and set an “outperform” rating on the stock in a research report on Thursday, December 4th. JPMorgan Chase & Co. decreased their price objective on shares of Alexandria Real Estate Equities from $95.00 to $65.00 in a research note on Monday, November 3rd. Finally, Zacks Research downgraded shares of Alexandria Real Estate Equities from a “hold” rating to a “strong sell” rating in a research note on Thursday, November 6th. Four equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and four have issued a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and an average target price of $69.60.

Key Stores Impacting Alexandria Real Estate Equities

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

• Positive Sentiment: Sale of a Palo Alto life‑sciences building; management says this is part of a portfolio shift that could free capital and simplify holdings — a modest liquidity/cleanup positive. Article Title
• Neutral Sentiment: Preparing sale of the San Francisco Tennis Club (non‑core asset). This supports management’s portfolio reweighting plan but is unlikely to materially change near‑term earnings. Article Title
• Negative Sentiment: Deutsche Bank cut its price target sharply to $45 from $83 and kept a “hold” rating — a substantive downward revision that directly weighs on sentiment and may pressure the stock as analysts and quant models update. Article Title Article Title
• Negative Sentiment: Multiple law firms have filed or advertised securities‑fraud class actions and are soliciting lead‑plaintiff applicants for a class covering Jan. 27–Oct. 27, 2025, with a Jan. 26, 2026 lead‑plaintiff deadline. This cluster of litigation notices (Rosen, Schall, BFA, Faruqi, ClaimsFiler, Bronstein, Glancy, and others) raises potential legal costs, settlement risk and investor uncertainty. Representative notices: Rosen Law Firm; Schall Law Firm; BFA Law; Faruqi & Faruqi; ClaimsFiler; Bronstein. Rosen Notice Schall Notice BFA Notice Faruqi Notice ClaimsFiler Notice

Alexandria Real Estate Equities Stock Down 2.0%

NYSE ARE opened at $47.95 on Friday. The stock has a market cap of $8.29 billion, a PE ratio of -19.41, a P/E/G ratio of 4.13 and a beta of 1.32. The business has a 50 day moving average price of $56.94 and a two-hundred day moving average price of $70.92. Alexandria Real Estate Equities, Inc. has a fifty-two week low of $44.10 and a fifty-two week high of $105.14. The company has a quick ratio of 0.24, a current ratio of 0.24 and a debt-to-equity ratio of 0.65.

Alexandria Real Estate Equities (NYSE:ARE) last posted its earnings results on Monday, October 27th. The real estate investment trust reported $2.22 EPS for the quarter, missing analysts’ consensus estimates of $2.31 by ($0.09). The firm had revenue of $751.94 million for the quarter, compared to analyst estimates of $752.90 million. Alexandria Real Estate Equities had a negative return on equity of 1.89% and a negative net margin of 13.43%.The company’s revenue for the quarter was down 5.0% on a year-over-year basis. During the same period in the previous year, the firm posted $2.37 earnings per share. Alexandria Real Estate Equities has set its FY 2025 guidance at 8.980-9.040 EPS. As a group, sell-side analysts predict that Alexandria Real Estate Equities, Inc. will post 9.32 EPS for the current fiscal year.

Alexandria Real Estate Equities Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 15th. Stockholders of record on Wednesday, December 31st will be given a dividend of $0.72 per share. This represents a $2.88 dividend on an annualized basis and a dividend yield of 6.0%. The ex-dividend date of this dividend is Wednesday, December 31st. Alexandria Real Estate Equities’s payout ratio is presently -213.77%.

Alexandria Real Estate Equities announced that its Board of Directors has initiated a share repurchase program on Monday, December 8th that authorizes the company to repurchase $500.00 million in shares. This repurchase authorization authorizes the real estate investment trust to buy up to 6.4% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company’s management believes its shares are undervalued.

Insider Activity at Alexandria Real Estate Equities

In other Alexandria Real Estate Equities news, Director Sheila K. Mcgrath purchased 3,100 shares of Alexandria Real Estate Equities stock in a transaction that occurred on Wednesday, December 10th. The stock was purchased at an average price of $45.60 per share, with a total value of $141,360.00. Following the completion of the acquisition, the director owned 8,392 shares of the company’s stock, valued at approximately $382,675.20. This trade represents a 58.58% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Company insiders own 1.08% 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.