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Alexandria Real Estate Equities, Inc.

ARE · NYSE

Market closed$50.22$0.080000 (+0.16%)After hours $50.25 · +0.06%

Key statistics

Previous close$50.14
Open$50.25
Day high$50.88
Day low$49.73
52-week high$88.24
52-week low$39.41
Market cap8.75B
Volume873.01K
Average volume2.05M
P/E ratio5.95
Forward P/E—
EPS8.44
Dividend yield+6.93%

Market context

Why it moved

ARE edged slightly higher as investors rotated into value and defensive equities, including real estate investment trusts, amid a broader market pullback led by weakness in large-cap growth and semiconductor stocks.

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What is happening

Recent company-specific developments and publisher coverage.

July 17, 2026Alexandria Real Estate Equities rose nearly 3%, outperforming the broader real estate sector (XLRE near 52-week highs), as softer June CPI data eased rate concerns and a favorable macro backdrop lifted rate-sensitive REITs. Investor attention is also focused on an upcoming Q2 earnings report, with a Seeking Alpha preview warning of continued headwinds from life science market oversupply and high vacancy rates — challenges that contributed to Q1 revenue falling 11.5% year-over-year and missing estimates. Despite a Wall Street consensus 'Hold' rating and average target of $51.08, multiple institutional investors increased stakes in Q1, and an EVP insider purchase in April signals some confidence near current levels. Shares slipped back in after-hours trading, giving back about 1.3%.

2.9569

July 16, 2026Alexandria Real Estate Equities rose roughly 2.5%, outperforming the broader real estate sector (XLRE), as a softer-than-expected June CPI report eased rate-hike fears and boosted rate-sensitive REITs. The macro tailwind coincided with notable institutional accumulation — the Pennsylvania Public School Employees' Retirement System raised its stake by 34.4% in Q1 — and recent upward analyst revisions from Evercore and Mizuho, both maintaining 'Outperform' ratings with targets of $60. Investors also collected the company's $0.72 quarterly dividend (paid July 15), supporting near-term sentiment despite the stock's Hold consensus and Q1 revenue that missed estimates by ~2% year over year.

2.5263

July 15, 2026Alexandria Real Estate Equities declined modestly, pressured by a challenging macro backdrop for office REITs amid geopolitical tensions and Fed uncertainty. The broader REIT sector has outperformed the S&P 500 YTD, but ARE faces company-specific headwinds: Q1 revenue came in below estimates at $671M, down 11.5% YoY, while analyst sentiment remains cautious with a consensus 'Hold' and $51.08 price target — well above current levels. Mizuho recently cut its target to $60 from $70, though maintained 'Outperform.' A soft June CPI report lifted broader equities, limiting ARE's decline.

-1.2063

July 14, 2026Alexandria Real Estate Equities edged modestly higher, outperforming the broader S&P 500 which slipped amid renewed U.S.-Iran military tensions that sent oil prices surging and weighed on equities. Investor focus is increasingly centered on the company's upcoming Q2 earnings report on August 3, where analysts expect FFO of $1.65 per share — a sharp 29% year-over-year decline — reflecting ongoing pressure on its life science campus portfolio. The consensus analyst rating remains 'Hold' with a $51.08 price target, while recent analyst moves have been mixed: Mizuho cut its target to $60 but maintained 'Outperform,' while Cantor Fitzgerald slashed its target to $43. Chairman Joel Marcus's insider purchase of 7,500 shares in May at ~$42.72 has provided some confidence signal, though the stock has fallen roughly 37% over the past 52 weeks.

0.4177

July 11, 2026Alexandria Real Estate Equities closed down modestly, pressured by rate-sensitive headwinds in a complex macro environment marked by U.S.-Iran tensions and rising Treasury yields. A key company-specific highlight was ARE's announcement of a $5 billion amended credit facility — extendable to $6 billion — with maturity pushed to January 2032, signaling balance sheet discipline ahead of its Q2 earnings. Analyst sentiment remains mixed with a consensus Hold and average target of $51.08, though Evercore recently upgraded the stock to Outperform, while the REIT sector broadly trades at a discount to fair value amid elevated rates.

-1.2987

July 10, 2026Alexandria Real Estate Equities edged higher, outperforming the flat real estate sector ETF (XLRE) as investors weighed a constructive backdrop for the life science REIT specialist. Evercore recently upgraded ARE to Outperform with a $60 target, while HSBC and other institutions added to positions — even as the broader macro backdrop remained volatile due to renewed U.S.-Iran hostilities driving oil higher and reigniting rate concerns. The stock's ~5.8% dividend yield and upcoming $0.72 quarterly payment on July 15 added income appeal, though the consensus remains Hold with a $51 average target amid Q1 revenue that missed expectations.

0.9784

July 9, 2026Alexandria Real Estate Equities declined amid a broad market risk-off selloff triggered by President Trump declaring the U.S.-Iran ceasefire 'over,' sending oil prices surging over 5% and pushing Treasury yields higher — a double headwind for rate-sensitive REITs. The macro pressure compounded ongoing fundamental concerns for the life science REIT, including Q1 revenue that missed estimates by roughly $14M and a year-over-year revenue decline of 11.5%, even as EPS met expectations. Analyst sentiment remains cautious with a consensus Hold rating and an average price target of $51.08, though Evercore recently upgraded to Outperform with a $60 target while Mizuho trimmed its target to $60. Boston's life sciences market — a key geography for ARE — showed record-high vacancy of 34.9% in Q2 per Cushman & Wakefield, reflecting continued normalization pressures on the sector. The broader XLRE real estate sector ETF also closed lower on the day.

-2.7727

July 8, 2026Alexandria Real Estate Equities closed modestly lower, underperforming the broader real estate sector (XLRE was little changed) as investors weighed mixed institutional activity and a cautious analyst backdrop. Multiple large investors trimmed or exited positions in Q1, including Fjarde AP Fonden cutting its stake by 95% and Pictet Asset Management reducing by 52%, though HSBC nearly doubled its position. The stock carries a consensus Hold rating with an average price target of $51.08—modest upside from current levels—while Q1 revenue missed estimates, falling 11.5% year-over-year, even as EPS met expectations. A $0.72 quarterly dividend (paid July 15) supports a ~5.8% yield, offering income appeal as rising Treasury yields (30-year above 5%) continue to pressure rate-sensitive REITs. In after-hours trading, shares edged back toward $49.90.

-0.9224

Simply Wall Street · July 17, 2026Is Alexandria Real Estate Equities (ARE) Undervalued On Its New $6b Credit Backstop?MarketBeat · July 15, 2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS Raises Stock Position in Alexandria Real Estate Equities, Inc. $AREPR Newswire · July 14, 2026NOTICE: Investors in Alexandria Real Estate Equities, Inc. (NYSE: ARE) shares should contact the Shareholders Foundation in connection with LawsuitPluang · July 14, 2026Lawsuit alleges Alexandria Real Estate misled i...PR Newswire · April 27, 2026Alexandria Real Estate Equities, Inc. Reports 1Q26 Net Income per Share - Diluted of $2.10; and 1Q26 FFO per Share - Diluted, as Adjusted, of $1.73
Mt Newswire · July 10, 2026Alexandria Real Estate Equities to Secure $5 Billion Credit Facility Under Amended Credit Agreement
Mt Newswire · July 6, 2026JPMorgan Adjusts Alexandria Real Estate Equities Price Target to $52 From $57
Mt Newswire · July 6, 2026Mizuho Securities Adjusts Alexandria Real Estate Equities Price Target to $60 From $70
Benzinga · July 6, 2026Mizuho Maintains Outperform on Alexandria Real Estate, Lowers Price Target to $60
Benzinga · July 1, 2026Evercore ISI Group Maintains Outperform on Alexandria Real Estate, Raises Price Target to $60
Mt Newswire · July 1, 2026BNP Paribas Adjusts PT on Alexandria Real Estate Equities to $45 From $44, Maintains Underperform Rating
Mt Newswire · July 1, 2026Evercore ISI Adjusts PT on Alexandria Real Estate Equities to $60 From $58, Maintains Outperform Rating
Benzinga · June 12, 2026BMO Capital Maintains Market Perform on Alexandria Real Estate, Raises Price Target to $54

Peers

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