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13 stories mentioning AREUpdated 41d ago

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Wire

Alexandria Real Estate Equities Q2 Funds From Operations, Revenue Fall

Alexandria Real Estate Equities (ARE) reported Q2 funds from operations late Monday of $1.73 per diluted share, down from $2.33 a year earlier.Analysts polled by FactSet expected $1.64.Revenue in the three months ended June 30 fell to $662.8 million from $762 million a year earlier.Alexandria Real Estate projects Q4 adjusted funds from operations at the lower end of its previous guidance of $1.40 to $1.50 a share.The company expects 2026 adjusted funds from operations of $6.35 to $6.45 a share, compared with the previous forecast of $6.30 to $6.50.The company's shares rose 1.8% in after-hours trading.

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Wire

Correction: Ares Receives EU Clearance for Joint Control of Eni Plenitude

(Corrects the ticker symbol for Ares Management in the first paragraph.)Ares Management (ARES) received clearance from the European Commission to acquire joint control of Eni Plenitude alongside parent Eni (E), the EU's competition watchdog said Thursday.The Commission said the transaction, which relates primarily to the energy sector, doesn't raise competition concerns because Ares is not active in the same or vertically related markets as Eni Plenitude.The deal was reviewed under the Commission's simplified merger review procedure, it said.Price: $52.18, Change: $+1.10, Percent Change: +2.15%

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Equities

Ares Receives EU Clearance for Joint Control of Eni Plenitude

Ares Management (ARE) received clearance from the European Commission to acquire joint control of Eni Plenitude alongside parent Eni (E), the EU's competition watchdog said Thursday.The Commission said the transaction, which relates primarily to the energy sector, doesn't raise competition concerns because Ares is not active in the same or vertically related markets as Eni Plenitude.The deal was reviewed under the Commission's simplified merger review procedure, it said.

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Research

Morgan Stanley Downgrades Alexandria Real Estate Equities to Underweight From Equalweight, Price Target is $53

Alexandria Real Estate Equities (ARE) has an average rating of hold and mean price target of $51.36, according to analysts polled by FactSet.Price: $52.90, Change: $+0.59, Percent Change: +1.13%

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Insider Trading

Alexandria Real Estate Equities Insider Bought Shares Worth $347,558, According to a Recent SEC Filing

Joel S Marcus, Director, Executive Chairman, on May 06, 2026, executed a purchase for 7,500 shares in Alexandria Real Estate Equities (ARE) for $347,558. Following the Form 4 filing with the SEC, Marcus has control over a total of 587,724 common shares of the company, with 587,724 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1035443/000121695526000017/xslF345X05/wk-form4_1778185919.xml

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Insider Trading

Alexandria Real Estate Equities Insider Bought Shares Worth $320,416, According to a Recent SEC Filing

Joel S Marcus, Director, Executive Chairman, on May 05, 2026, executed a purchase for 7,500 shares in Alexandria Real Estate Equities (ARE) for $320,416. Following the Form 4 filing with the SEC, Marcus has control over a total of 580,224 common shares of the company, with 580,224 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1035443/000121695526000015/xslF345X05/wk-form4_1778100512.xml

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Wire

Alexandria Real Estate Equities Shares Fall After Baird Downgrade

Alexandria Real Estate Equities (ARE) shares fell 1.3% on Monday after Baird downgraded the stock to neutral from outperform and cut its price target to $46 per share from $67.Trading volume stood at over 1 million shares compared with a daily average of more than 2.4 million.Price: $40.83, Change: $-0.56, Percent Change: -1.37%

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Research

Baird Downgrades Alexandria Real Estate Equities to Neutral From Outperform, Adjusts PT to $46 From $67

Alexandria Real Estate Equities (ARE) has an average rating of hold and mean price target of $54, according to analysts polled by FactSet.

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Wire

Citigroup Adjusts Alexandria Real Estate Equities Price Target to $42 From $52

Alexandria Real Estate Equities (ARE) has an average rating of Hold and mean price target of $56.21, according to analysts polled by FactSet.Price: $41.22, Change: $+0.71, Percent Change: +1.75%

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Research

Research Alert: CFRA Lowers Rating On Alexandria Real Estate Equities, Inc. To Sell From Hold

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We decrease our 12-month target by $29 to $35, a forward P/FFO of 6.1x our 2027 FFO estimate, a discount to ARE's one-year average (7.6x) due to negative re-leasing rates, planned asset sales, and a slowdown in leasing. We see 2027 revenue 17.8% lower than 2025 based on property sales/declining rents. We lower our 2026 FFO estimate by $0.26 to $6.27 and 2027's by $0.41 to $5.74. We now believe management has no visibility into re-leasing and occupancy trends even for 2H 2026 given the larger-than-expected decline in Q1 (-15.8% vs -5.2% in Q4 2026). While management believes AI will not replace physical labs, it could compress timelines and slow re-leasing in the near term. Management perceives the lifting of the 15% NIH limitation on reimbursement of indirect costs as a big win, but we do not anticipate this creating new demand in the near term. We also note that there is 1.5M sqft of lease expirations in 2027 that management now believes will have downtime negatively impacting 2027 by $97 million.

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Wire

Cantor Fitzgerald Adjusts Price Target on Alexandria Real Estate Equities to $43 From $60, Maintains Neutral Rating

Alexandria Real Estate Equities (ARE) has an average rating of hold and mean price target of $56.21, according to analysts polled by FactSet.Price: $40.75, Change: $+0.34, Percent Change: +0.84%

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International

US Equity Markets End Lower as Chipmakers Slide, Middle East Tensions Lift Oil

US equity indexes closed lower on Tuesday as semiconductor shares fell and Middle East tensions lifted crude oil prices.* Arm Holdings (ARM), Applied Materials (AMAT), Lam Research (LRCX), Arista Networks (ANET), and Advanced Micro Devices (AMD) were among the tech decliners.* Iran's latest proposal to end the war in the Middle East failed to win President Donald Trump's support, Reuters reported, citing a US official.* The Conference Board's measure of consumer confidence rose to 92.8 in April from an upwardly revised 92.2 in March, compared with 89 expected in a Bloomberg survey.* The Richmond Fed's monthly manufacturing index rose to 3 in April from zero in March, above expectations for 1 in a Bloomberg poll.* May West Texas Intermediate crude oil rose $3.51 to settle at $99.88 per barrel, while June Brent crude, the global benchmark, was last seen up $2.90 at $111.13.* Alexandria Real Estate Equities (ARE) shares fell 11%, the biggest drop on the S&P 500, after the company reported lower Q1 results.* Centene (CNC) shares rose 13%, the top gainer on the S&P, after the company reported higher Q1 results and raised its 2026 outlook.

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Research

Research Alert: Alexandria Real Estate Equities Q1: Dispositions Accelerate, Renewal Rates Down

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:ARE reported Q1 revenue of $671M (-11.5% Y/Y and $25M below consensus) vs. $754M a year ago. Rental income declined 12.1% to $653M, reflecting lower occupancy and significant pricing pressure on lease renewals across the portfolio. Rental rate changes on renewals and re-leasing showed a steep 15.0% decline (-15.8% cash basis), a dramatic reversal from the -5.5% cash renewal rate in Q4 2025. Management updated cash rental rate guidance to -14% to -7%, declining a further 300 bps since February as market conditions deteriorated. We expect continued pressure on re-leasing growth in full-year 2026 as ARE continues to optimize its portfolio of properties amid challenging life science market dynamics. The significant deterioration in renewal spreads from Q4 2025 to Q1 2026 highlights the difficult operating environment facing life science real estate, with both occupancy headwinds and rental rate pressures creating a challenging backdrop for near-term financial performance and cash flow generation.

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