PNC Financial Services Group Inc. Sells 82,976 Shares of Alexandria Real Estate Equities, Inc. $ARE
PNC Financial Services Group Inc. has significantly reduced its stake in Alexandria Real Estate Equities, Inc. by 61.5% in the third quarter, signaling a decrease in institutional confidence. Despite this, insider purchases by the company's chairman and a director, along with a newly authorized $500 million share buyback program, suggest management believes the stock is undervalued. Alexandria Real Estate Equities reported mixed financial results, beating EPS expectations but showing a negative net margin and ROE, while maintaining a quarterly dividend.
Alexandria Real Estate Equities, Inc. $ARE Shares Sold by JPMorgan Chase & Co.
JPMorgan Chase & Co. significantly reduced its stake in Alexandria Real Estate Equities (NYSE:ARE) by 32.9% in the third quarter, selling over 1.4 million shares. Despite this, management and the board showed confidence with Chairman Joel S. Marcus purchasing 25,000 shares and the board approving a $500 million share repurchase program. Alexandria Real Estate Equities reported a slight beat on Q3 EPS and provided FY2026 guidance, with a consensus analyst rating of "Hold" and a target price of $65.73.
Vanguard Group Inc. Sells 273,789 Shares of Alexandria Real Estate Equities, Inc. $ARE
Vanguard Group Inc. reduced its stake in Alexandria Real Estate Equities (NYSE:ARE) by 1.0%, selling 273,789 shares and now owning 25,807,182 shares valued at $2.15 billion. The real estate investment trust reported strong quarterly earnings, beating analyst estimates, and has initiated a $500 million share buyback program. Additionally, insider purchases and a recent dividend increase signal management confidence in the company.
Scotiabank Remains a Hold on Macerich (MAC)
Scotiabank analyst Greg McGinniss maintained a Hold rating on Macerich (MAC) with a price target of $19.00. This is consistent with Piper Sandler, who also maintained a Hold rating, attributing the same price target. Macerich reported a quarterly revenue of $253.26 million and a GAAP net loss of $87.36 million for the quarter ending September 30.
Claros Mortgage Trust Reports Fourth Quarter GAAP Loss on Increased Credit Reserves
Claros Mortgage Trust (CMTG) reported a GAAP net loss of $219.2 million for Q4 2025, primarily due to a significant $211.7 million provision for loan losses, which reduced book value per share. Despite this, the company achieved $2.5 billion in loan resolutions for the full year and is focusing on deleveraging and resolving its high-risk watchlist loan portfolio. The portfolio remains concentrated in multifamily and hospitality assets, with significant exposure in the West and Northeast U.S.
Aberdeen Group plc Has $19.25 Million Position in Alexandria Real Estate Equities, Inc. $ARE
Aberdeen Group plc has reduced its stake in Alexandria Real Estate Equities, Inc. by 7.6%, now holding 227,983 shares valued at $19.25 million, though institutional investors still own 96.54% of the stock. Alexandria Real Estate Equities announced a $500 million share buyback program and reported a slight beat on Q3 earnings with $2.16 EPS and $754.4 million in revenue, while insiders like Director Sheila K. McGrath and Chairman Joel S. Marcus have increased their positions in the company. The company also declared a quarterly dividend of $0.72 per share and has a consensus "Hold" rating from analysts with an average price target of $65.73.
Alexandria Real Estate Equities 2026 Performance & Analyst Ratings - News and Statistics
Alexandria Real Estate Equities (ARE) has seen its stock decline by 43.1% over the past 52 weeks but is up 11.4% year-to-date. The company's fourth-quarter 2025 results exceeded expectations, with adjusted funds from operations per share of $2.16 and revenue of $754.4 million. Analysts maintain a consensus "Hold" rating, with a mean price target of $59.86, suggesting a 9.7% premium given the current price.
What Price Target Have Wall Street Analysts Set for Alexandria Real Estate Equities Shares?
Alexandria Real Estate Equities, Inc. (ARE), a prominent REIT specializing in life sciences, has experienced a 43.1% stock price drop over the past year but rebounded 11.4% year-to-date. Following strong Q4 2025 results, 17 analysts currently have a "Hold" consensus recommendation for ARE, with an average price target of $59.86, suggesting a 9.7% upside from current levels. Morgan Stanley recently set a $54 price target with an "Equal Weight" rating.
Zacks Research Has Negative Outlook for ARE Q1 Earnings
Zacks Research has lowered its Q1 2026 EPS estimate for Alexandria Real Estate Equities (ARE) to $1.74, maintaining a "Hold" rating, and projecting a full-year 2026 EPS of $6.39. This follows ARE's last reported quarterly EPS of $2.16, which beat estimates, despite a 4.4% year-over-year revenue decline. The company has also authorized a $500 million share buyback and declared a quarterly dividend of $0.72.
Getty Realty Corp. Announces Pricing of Public Offering of 4,000,000 Shares of Common Stock
Getty Realty Corp. announced the pricing of an underwritten public offering of 4,000,000 shares of its common stock, aiming to raise approximately $131 million. The proceeds will be used to fund property acquisitions, repay debt, and for general corporate purposes, including investments to maintain its consistent dividend growth. This offering follows a strong fourth-quarter 2025 earnings report where the company surpassed analyst expectations for both EPS and revenue.
Investors in Alexandria Real Estate Equities, Inc. (NYSE: ARE) shares should contact the Shareholders Foundation in connection with Lawsuit
A lawsuit is pending against Alexandria Real Estate Equities, Inc. (NYSE: ARE) for alleged securities law violations. Investors who purchased shares prior to January 27, 2025, are encouraged to contact the Shareholders Foundation. The lawsuit claims that Alexandria Real Estate Equities, Inc. misrepresented the value and growth potential of its Long Island City property and downplayed risks from macroeconomic factors.
M&G PLC Sells 97,856 Shares of Alexandria Real Estate Equities, Inc. $ARE
M&G PLC reduced its stake in Alexandria Real Estate Equities, Inc. by 18.0% during the third quarter, selling 97,856 shares. Despite this, several other institutional investors either increased or slightly reduced their positions, with institutional investors collectively owning 96.54% of the company's stock. The article also notes recent insider buying by the Chairman and a Director, a share buyback authorization, and the company's recent quarterly earnings which beat analyst estimates.
Cousins Properties Sun Belt Expansion Tests Office Income And Valuation Story
Cousins Properties has expanded its Sun Belt portfolio by acquiring 300 South Tryon, a fully leased office tower in Charlotte, and has completed significant new leasing activities. The acquisition, funded through a mix of asset sales, debt, and equity, aligns with the company's strategy of focusing on high-quality office assets in fast-growing Sun Belt cities. This move aims to enhance rental income visibility and portfolio resilience, although concerns exist regarding debt coverage and dividend coverage by free cash flows.
Universal Health Realty Income Trust Hits Peak Valuation Amid Investor Scrutiny
Universal Health Realty Income Trust recently reached a one-year high in its stock price, reflecting strong investor confidence despite current economic challenges. The critical question for the REIT is whether it can maintain its four-decade dividend growth streak, given the inflation and labor shortages affecting its healthcare tenant base. Upcoming Q4 2025 earnings, expected in late February or early March, will be crucial for assessing the stock's valuation and the company's ability to sustain profitability and cash flows.
A Look At Alexandria Real Estate Equities (ARE) Valuation After US$750 Million Senior Notes And Debt Refinancing Moves
Alexandria Real Estate Equities (ARE) recently priced US$750 million in senior unsecured notes and initiated debt refinancing moves to address a period of significant share price decline, including a 41.09% drop over the last year and a 61.20% decline over five years. Despite this, the stock trades at an estimated 39% discount to intrinsic value, suggesting a potential undervaluation. The narrative fair value is assessed at $88.00, compared to a closing price of $52.49, but this valuation depends heavily on continued occupancy and favorable refinancing costs.
Is Alexandria Real Estate Equities’ (ARE) Debt Swap Quietly Reframing Its Long‑Term Risk Profile?
Alexandria Real Estate Equities (ARE) recently executed a debt swap, issuing US$750 million in 5.25% senior unsecured notes due 2036 and tendering for longer-dated bonds. This move, aiming to reshape its debt profile by converting short-term commercial paper into long-term notes, is seen more as a balance sheet clean-up than a direct catalyst for immediate improvements. The refinancing occurs against a backdrop of unprofitability, weaker leasing conditions, and a significant net loss in 2025, highlighting strategic financial management amid challenging market conditions.
UDR, Inc. Experiences Revision in Its Stock Evaluation Amidst Market Challenges
UDR, Inc., a small-cap realty company, has seen a recent valuation adjustment, reflected in its high P/E ratio of 79 and a price-to-book value of 4.08, along with a significant dividend yield of 309.79%. The company's performance against the S&P 500 has been mixed, with a 4.06% year-to-date return but a 10.71% decline over the past year. These metrics suggest a complex financial picture in a competitive market.
Is Alexandria Real Estate Equities’ (ARE) Debt Swap Quietly Reframing Its Long‑Term Risk Profile?
Alexandria Real Estate Equities (ARE) completed a US$750 million debt swap, issuing 5.25% senior unsecured notes due 2036 and repurchasing older bonds. This move streamlines its debt profile by converting short-term commercial paper into longer-term notes, which could clarify its funding mix but does not immediately address challenges like leasing conditions or profitability. The refinancing occurs against a backdrop of a significant net loss and impairment in 2025, alongside an ongoing securities lawsuit.
Cousins Properties Incorporated (NYSE:CUZ) Receives Average Rating of "Moderate Buy" from Analysts
Cousins Properties Incorporated (NYSE:CUZ) has received an average rating of "Moderate Buy" from ten brokerages, with an average 12-month price target of $30.50. The real estate investment trust reported Q4 EPS of $0.71 and revenue of $255.03 million, exceeding analyst revenue estimates, and announced FY2026 guidance. Institutional investors hold approximately 94.4% of the stock, with significant recent purchases.
Alexandria Real Estate Equities (NYSE:ARE) Chairman Joel Marcus Purchases 25,000 Shares
Alexandria Real Estate Equities Chairman Joel Marcus purchased 25,000 shares of the company's stock, increasing his total holdings to 562,724 shares. The acquisition, valued at $1.348 million, signals increased insider confidence. The company also announced a stock repurchase program of $500 million and recently paid a quarterly dividend of $0.72.
Alexandria Real Estate Equities prices USD 750 million senior notes maturing in 2036
Alexandria Real Estate Equities Inc. has priced a public offering of USD 750 million in senior unsecured notes with a 5.25 percent interest rate, maturing in 2036. This issuance adds long-term fixed-rate debt to the company's balance sheet, aligning with its strategy of matching funding tenures with its long-duration life science assets. As a major US-listed REIT focused on laboratory and research properties, Alexandria regularly uses public debt markets to support development, refinance obligations, and maintain financial flexibility.
Insider Buying: Joel Marcus Acquires 25,000 Shares of Alexandria Real Estate Equities Inc (ARE)
Joel Marcus, Executive Chairman of Alexandria Real Estate Equities Inc (ARE), recently purchased 25,000 shares, bringing his total holdings to 562,724 shares. The stock was trading at $53.92, with a market cap of $9.096 billion, on the day of the transaction. Despite this insider buy, the GF Value of $113.00 suggests the stock is a "Possible Value Trap, Think Twice," with a price-to-GF-Value ratio of 0.48.
Alexandria Real Estate Equities Inc (ARE) Stock Price Up 5.07% o
Alexandria Real Estate Equities Inc (ARE) saw its stock price increase by 5.07% in mid-day trading on February 13, settling at $52.96. Despite this rise, the stock is still 49.63% below its 52-week high. Analysts have an average one-year target price of $65.00, indicating a potential upside of 22.75%, with a consensus "Hold" rating.
Alexandria Balances Investor Lawsuit With Large Debt Refinancing Shift
Alexandria Real Estate Equities (NYSE:ARE) is facing an investor lawsuit over alleged misrepresentation of Long Island City property metrics, while simultaneously undertaking a significant debt refinancing. The company is upsizing a tender offer for existing notes and issuing new $750 million senior notes at 5.25% due 2036 to replace short-term commercial paper. These developments come after a substantial share price decline and introduce legal and financial complexities for the REIT.
Alexandria Balances Investor Lawsuit With Large Debt Refinancing Shift
Alexandria Real Estate Equities (NYSE:ARE) is navigating an investor lawsuit concerning alleged misrepresentation of leasing metrics for a Long Island City property, while simultaneously executing a significant debt refinancing. The company is upsizing a tender offer for existing notes and issuing new $750 million senior unsecured notes due 2036, swapping shorter-term commercial paper for longer-term debt, which impacts its interest costs and maturity profile. These developments coincide with a substantial decline in the company's share price over the past year.
Alexandria Equities Prices $750 Million Senior Notes Offering
Alexandria Real Estate Equities, Inc. (ARE) has successfully priced a $750 million offering of 5.25% senior notes due in 2036. This underwritten offering, which is fully guaranteed, is expected to settle around February 25, 2026, and will be used primarily to repay commercial paper borrowings associated with a previous cash tender offer for older senior notes. This strategic move aims to extend debt maturities and enhance the company's balance-sheet flexibility by reducing reliance on short-term funding.
Alexandria Real Estate Equities, Inc. Announces $750 Million Senior Notes Offering
Alexandria Real Estate Equities, Inc. announced a $750 million senior notes offering due in 2036, with notes priced at 99.679% and a 5.25% interest rate. The proceeds will be used to repay borrowings from its commercial paper program. The offering is expected to close around February 25, 2026, and is not contingent on the completion of a tender offer.
Biogen Announces Board Chair Transition
Biogen Inc. announced that Dr. Maria C. Freire has been elected as the new Chair of the Board of Directors, succeeding Caroline Dorsa who is retiring. Dr. Freire, a board member since 2021, will assume the role after the Company’s 2026 Annual Meeting. The transition marks a new chapter for Biogen, with leadership confident in Dr. Freire's extensive scientific and drug development background to guide the company's growth and pipeline.
Biogen Announces Board Chair Transition
Biogen Inc. announced that Dr. Maria C. Freire has been elected as the new Chair of its Board of Directors, effective after the 2026 Annual Meeting of Stockholders on June 9, 2026. Dr. Freire will succeed Caroline Dorsa, who is retiring from the board. Dr. Freire, who joined the board in 2021, brings extensive experience in biomedical innovation and drug development to her new role.
Alexandria Real Estate Equities, Inc. Announces Pricing of Public Offering of $750,000,000 of Senior Notes due 2036
Alexandria Real Estate Equities, Inc. announced the pricing of a public offering of $750 million aggregate principal amount of 5.25% senior notes due 2036. The notes were priced at 99.679% with a yield to maturity of 5.291% and are expected to close on February 25, 2026. Proceeds will primarily be used to repay borrowings under the company's commercial paper program related to a previous tender offer for outstanding senior unsecured notes.
RBC Capital Keeps Their Buy Rating on Ventas (VTR)
RBC Capital has maintained its Buy rating on Ventas (VTR) with a price target of $91.00, following the company's shares closing at $82.75. Analyst Michael Carroll, a 5-star analyst, covers the Real Estate sector and has an average return of 7.5%. This follows Ventas's Q3 earnings report showing a significant increase in revenue and net profit compared to the previous year.
Alexandria Real Estate: Dealing With Oversupply And Weak Demand (Rating Downgrade)
Alexandria Real Estate (ARE) faces challenges due to oversupply and weak demand in the life sciences real estate market, leading to a dividend cut and a "Hold" rating. Despite strong financials and management, growth prospects are muted for the next 3-5 years, influenced by industry headwinds and a shift in capital towards AI. The author recommends adding ARE shares only below $50 for patient investors, anticipating a long recovery period before robust growth resumes.
Oppenheimer Asset Management Inc. Buys 38,071 Shares of Alexandria Real Estate Equities, Inc. $ARE
Oppenheimer Asset Management Inc. significantly increased its stake in Alexandria Real Estate Equities, Inc. (ARE) by 186.8% in the third quarter of 2025, now holding 58,449 shares worth approximately $4.87 million. This move is part of broader institutional interest, with hedge funds and other institutional investors owning 96.54% of the company's stock. The article also highlights Alexandria's active liability management, including a $750 million senior note offering and a $500 million share repurchase authorization, alongside recent financial performance and analyst ratings.
What Is AMREP Corporation's (NYSE:AXR) Share Price Doing?
AMREP Corporation (NYSE:AXR) recently saw a double-digit share price rise, although it remains below its yearly peak, presenting a potential mispricing opportunity for this less-covered small-cap. The company's stock is currently trading at a relatively cheap price compared to the Real Estate industry average, with a P/E ratio of 11.3x versus the peer average of 29.13x. Despite a projected unexciting earnings growth of 9.2%, its current valuation below the industry P/E ratio might make it an opportune time for both current shareholders to accumulate more and potential investors to enter the stock.
Alexandria Real Estate Equities, Inc. Announces Public Offering of Senior Notes
Alexandria Real Estate Equities, Inc. announced a public offering of senior notes, subject to market conditions, with Citigroup Global Markets Inc., BofA Securities, Inc., J.P. Morgan Securities LLC, Scotia Capital (USA) Inc. and TD Securities (USA) LLC acting as joint book-running managers. The company plans to use the net proceeds to repay borrowings under its commercial paper program, incurred for repurchasing or redeeming outstanding senior unsecured notes through a cash tender offer. The offering is not contingent on the completion of the tender offer.
Alexandria Real Estate Equities, Inc. Announces Pricing of Public Offering of $750,000,000 of Senior Notes due 2036
Alexandria Real Estate Equities, Inc. has priced a public offering of $750 million aggregate principal amount of 5.25% senior notes due 2036. The notes were priced at 99.679% of the principal amount with a yield to maturity of 5.291%. The company plans to use the net proceeds to repay a portion of borrowings under its commercial paper program, incurred in connection with repurchasing or redeeming outstanding senior unsecured notes.
Alexandria Real Estate Equities launches senior notes offering By Investing.com
Alexandria Real Estate Equities (NYSE:ARE) has announced an underwritten public offering of senior notes to repay borrowings under its commercial paper program. Despite its stock trading below its 52-week high, InvestingPro analysis suggests the REIT is undervalued. The company, an S&P 500 firm specializing in life science real estate, recently missed Q4 2025 EPS expectations but exceeded revenue forecasts.
Alexandria Real Estate Equities, Inc. Announces Pricing of Public Offering of $750,000,000 of Senior Notes due 2036
Alexandria Real Estate Equities, Inc. announced the pricing of a public offering of $750,000,000 aggregate principal amount of 5.25% senior notes due 2036. The notes were priced at 99.679% with a yield to maturity of 5.291% and are unsecured obligations guaranteed by Alexandria Real Estate Equities, L.P. The company intends to use the net proceeds to repay borrowings under its commercial paper program, incurred in connection with a cash tender offer for outstanding senior unsecured notes.
Alexandria Real Estate prices $750 million senior notes offering
Alexandria Real Estate (NYSE:ARE) has priced a $750 million public offering of senior notes due in 2036 with a 5.25% interest rate. The company plans to use the proceeds to repay commercial paper borrowings related to the repurchase of existing senior unsecured notes. Despite a recent EPS miss, the S&P 500 REIT exceeded revenue expectations and received a Neutral rating with a $60 price target from Goldman Sachs.
Alexandria Real Estate Equities, Inc. Announces Pricing of Public Offering of $750,000,000 of Senior Notes due 2036
Alexandria Real Estate Equities (ARE) has announced the pricing of a public offering of $750 million in 5.25% senior notes due 2036, yielding 5.291% to maturity. The notes are unsecured but guaranteed by a wholly-owned subsidiary, with closing expected around February 25, 2026. The net proceeds will primarily be used to repay commercial paper borrowings related to the repurchase or redemption of outstanding senior unsecured notes totaling approximately $952.2 million.
Alexandria Real Estate Equities, Inc. recently announced the pricing details of its public offering of $750 million senior notes due in 2036.
Alexandria Real Estate Equities, Inc. announced the pricing details for its public offering of $750 million senior notes due in 2036. This issuance aims to optimize the company's capital structure and provide funding for strategic investment plans. The process for issuing these notes will proceed according to market conditions and regulatory requirements.
Alexandria Real Estate Equities announces pricing of public offering of $750 mln of senior notes due 2036
Alexandria Real Estate Equities has announced the pricing of a public offering of $750 million in senior notes due in 2036. This news follows several other recent financial activities for the company, including cash tender offers for senior notes and the announcement of fourth-quarter earnings for 2025. The company specializes in owning and managing office property assets, particularly collaborative life science and technology campuses.
Alexandria Real Estate Equities Inc Files For Senior Notes Offering Size Not Disclosed
Alexandria Real Estate Equities Inc (ARE) has filed for a senior notes offering. The filing indicates that the size of this offering has not yet been disclosed. This news was reported by Refinitiv.
Alexandria Real Estate Equities, Inc. Announces Pricing of Public Offering of $750,000,000 of Senior Notes due 2036
Alexandria Real Estate Equities, Inc. announced the pricing of a public offering of $750,000,000 aggregate principal amount of 5.25% senior notes due 2036. The notes were priced at 99.679% of the principal amount with a yield to maturity of 5.291%. The company expects to use the net proceeds to repay a portion of its commercial paper program borrowings, which were incurred in connection with repurchasing or redeeming outstanding senior unsecured notes.
Press Release: Alexandria Real Estate Equities, Inc. Announces Pricing Terms of Cash Tender Offers
Alexandria Real Estate Equities, Inc. has announced the pricing terms for its cash tender offers. The article includes this brief announcement alongside financial results for Unity Software, which reported a 35% year-over-year revenue increase to $609 million in Q4, beating estimates, but posted a quarterly loss of 66 cents per share. The full details of the tender offers require logging in to the platform.
Alexandria Real Estate Equities, Inc. Announces Pricing of Public Offering of $750,000,000 of Senior Notes due 2036
Alexandria Real Estate Equities, Inc. (NYSE: ARE) has priced a public offering of $750 million aggregate principal amount of 5.25% senior notes due 2036, with a yield to maturity of 5.291%. The notes are unsecured obligations and will be guaranteed by Alexandria Real Estate Equities, L.P. The company intends to use the net proceeds to repay borrowings under its commercial paper program, incurred for the repurchase or redemption of certain outstanding senior unsecured notes.
Alexandria Real Estate Equities, Inc. recently announced the pricing details of its public offering of $750 million senior notes due in 2036.
Alexandria Real Estate Equities, Inc. announced the pricing of a $750 million public offering of senior notes due in 2036. This offering is intended to refine the company's capital structure and secure financing for strategic investments. The issuance will proceed according to market conditions and regulatory mandates.
Alexandria Real Estate Equities, Inc. Announces Pricing Terms of Cash Tender Offers
Alexandria Real Estate Equities, Inc. announced the pricing terms for its cash tender offers to purchase outstanding senior notes due in 2051, 2052, and 2050. The offers aim to acquire notes up to an aggregate principal amount of $952,202,784.40, accepting all notes validly tendered by the Early Tender Date. Payments for these notes are expected to settle on February 12, 2026, and will include accrued and unpaid interest.
Alexandria Real Estate Equities, Inc. Announces Pricing Terms of Cash Tender Offers
Alexandria Real Estate Equities, Inc. announced the pricing terms for its cash tender offers to repurchase outstanding Senior Notes due in 2051, 2052, and 2050. The company will purchase notes up to an aggregate principal amount of $952,202,784.40, accepting all notes validly tendered by the Early Tender Date of February 9, 2026. The Total Consideration includes an Early Tender Premium of $50 per $1,000 principal amount, and payments for early tenders are expected to occur on February 12, 2026.
Alexandria REIT Faces A Soft Biotech Leasing Market
Alexandria Real Estate Equities (ARE) is facing challenges due to weak demand in the biotech leasing market, leading RBC to maintain a Sector Perform rating and a $60 price target. RBC projects a decline in the REIT's funds from operations (FFO) due to slipping occupancy and higher-than-expected property sales. The slow biotech funding environment is impacting demand for lab space, and Alexandria's strategy of selling off assets to fund new development could pressure cash flow until new projects are leased.
