Knights of Columbus Asset Advisors LLC Grows Stock Position in Alexandria Real Estate Equities, Inc. $ARE

Knights of Columbus Asset Advisors LLC lifted its stake in Alexandria Real Estate Equities, Inc. (NYSE:ARE) by 111.6% in the third quarter, Holdings Channel.com reports. The fund owned 41,717 shares of the real estate investment trust’s stock after purchasing an additional 22,000 shares during the period. Knights of Columbus Asset Advisors LLC’s holdings in Alexandria Real Estate Equities were worth $3,477,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently added to or reduced their stakes in the company. Sound Income Strategies LLC bought a new stake in Alexandria Real Estate Equities in the second quarter valued at approximately $25,000. Loomis Sayles & Co. L P purchased a new stake in Alexandria Real Estate Equities during the 2nd quarter valued at about $27,000. CYBER HORNET ETFs LLC purchased a new position in shares of Alexandria Real Estate Equities in the second quarter worth $30,000. MUFG Securities EMEA plc purchased a new stake in Alexandria Real Estate Equities during the second quarter valued at $33,000. Finally, CVA Family Office LLC lifted its position in Alexandria Real Estate Equities by 126.8% during the third quarter. CVA Family Office LLC now owns 601 shares of the real estate investment trust’s stock valued at $50,000 after purchasing an additional 336 shares in the last quarter. Institutional investors own 96.54% of the company’s stock.

Alexandria Real Estate Equities Stock Down 1.0%

Shares of NYSE ARE opened at $54.08 on Friday. The business has a 50-day moving average price of $51.53 and a 200 day moving average price of $66.82. The stock has a market cap of $9.37 billion, a PE ratio of -6.41, a price-to-earnings-growth ratio of 6.60 and a beta of 1.31. Alexandria Real Estate Equities, Inc. has a 52-week low of $44.10 and a 52-week high of $105.14. The company has a quick ratio of 0.24, a current ratio of 0.23 and a debt-to-equity ratio of 0.65.

Alexandria Real Estate Equities (NYSE:ARE) last issued its quarterly earnings results on Monday, January 26th. The real estate investment trust reported $2.16 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.15 by $0.01. Alexandria Real Estate Equities had a negative net margin of 47.23% and a negative return on equity of 6.82%. The business had revenue of $754.41 million for the quarter, compared to analyst estimates of $742.64 million. During the same period in the previous year, the business posted $2.39 earnings per share. The business’s revenue was down 4.4% compared to the same quarter last year. Alexandria Real Estate Equities has set its FY 2026 guidance at 6.250-6.550 EPS. Equities research analysts forecast that Alexandria Real Estate Equities, Inc. will post 9.32 earnings per share for the current year.

Alexandria Real Estate Equities Cuts Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, January 15th. Shareholders of record on Wednesday, December 31st were paid a dividend of $0.72 per share. The ex-dividend date was Wednesday, December 31st. This represents a $2.88 annualized dividend and a yield of 5.3%. Alexandria Real Estate Equities’s dividend payout ratio is currently -116.60%.

Alexandria Real Estate Equities announced that its Board of Directors has authorized a share repurchase program 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 purchase up to 6.4% of its stock through open market purchases. Stock buyback programs are often a sign that the company’s management believes its shares are undervalued.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on ARE shares. Weiss Ratings restated a “sell (d)” rating on shares of Alexandria Real Estate Equities in a research report on Wednesday, January 21st. Citizens Jmp cut shares of Alexandria Real Estate Equities from an “outperform” rating to a “market perform” rating in a research report on Thursday, November 13th. Cantor Fitzgerald lifted their price objective on shares of Alexandria Real Estate Equities from $46.00 to $60.00 and gave the stock a “neutral” rating in a research report on Wednesday. Citigroup decreased their price target on shares of Alexandria Real Estate Equities from $61.00 to $52.00 and set a “neutral” rating for the company in a report on Thursday, December 4th. Finally, Mizuho dropped their price objective on shares of 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. Five equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $65.14.

Insider Activity at Alexandria Real Estate Equities

In related news, Director Sheila K. Mcgrath bought 3,100 shares of the company’s stock in a transaction that occurred on Wednesday, December 10th. The shares were acquired at an average cost of $45.60 per share, for a total transaction of $141,360.00. Following the acquisition, the director owned 8,392 shares in the company, valued at $382,675.20. This represents a 58.58% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this link. Corporate insiders own 1.08% of the company’s stock.

Key Alexandria Real Estate Equities News

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

• Positive Sentiment: Evercore ISI raised its price target to $67 (from $64) and maintained an “outperform” rating, implying ~24% upside versus the recent price, which supports near-term buying interest. Evercore ISI raise
• Positive Sentiment: Cantor Fitzgerald raised its target to $60 (from $46) and kept a “neutral” rating, another signal that some analysts see limited-to-moderate upside as restructuring takes place. Cantor Fitzgerald raise
• Positive Sentiment: Company actions to “reset” the balance sheet and dividend — including capital-raising and dividend adjustments — have been framed as stabilizing moves and helped shares rebound after recent weakness. Balance sheet reset
• Neutral Sentiment: Q4 2025 earnings call highlighted some leasing activity that beat expectations, but revenue was down year-over-year and EPS trends remain mixed, leaving near-term fundamentals uncertain. Earnings call highlights
• Neutral Sentiment: Brokerages’ consensus remains conservative (average “Hold”), reflecting divided views between credit/operational fixes and longer-term demand risk in life-science real estate. Brokerage consensus
• Neutral Sentiment: Short-term relative underperformance vs. peers was reported recently, underscoring sector rotation and mixed sentiment. Relative performance note
• Negative Sentiment: The firm posted a roughly $1B loss tied to valuation adjustments as the lab market softens and warned of more challenges for lab leasing; that undermines near-term earnings visibility and is a key negative for the REIT. $1B loss & warnings
• Negative Sentiment: Management is pursuing asset sales and conversions (including moves to sell Bay Area sites for housing) and has cancelled some planned conversions — steps that signal a retreat from certain lab exposure and could pressure long-term growth prospects if lab demand recovery lags. Bay Area sales for housing BizJournals
• Negative Sentiment: Specific project pullbacks (e.g., scrapping the Fenway lab conversion) highlight execution risk and reduce optionality to monetize non-core assets. Fenway conversion cancelled

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.