US · Real Estate · REIT - Office
EPS came in at 1.73 against a street estimate of 1.65 — a beat of 4.8%.
Analysts rate Alexandria Real Estate Equities Inc a hold (2 buy, 11 hold, 3 sell out of 16) with an average price target of $52.57.
MIXED ARE delivered solid Q2 leasing (1M+ sq ft) and reaffirmed $6.40 FFO guidance midpoint. Occupancy fell to 86.9%. Disposition program 46% complete toward $2.9B target. Tenant funding improved but public biotech remains lagged. Q2 2026 Top 3 markets show 8–12% occupancy outperformance vs broader markets. San Francisco and San Diego drove outsized leasing wins. Analysts pressed on advanced-tech yield trade-offs (lower rents offset by capital savings), disposition timing credibility, and occupancy trajectory. Management emphasized flexibility, incremental yield parity, execution track record, and tenant-market tailwinds (venture funding recovery, venture IPOs). 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 12.60% |
| NORGES BANK | 9.55% |
| Vanguard Portfolio Management, LLC | 8.14% |
| Vanguard Capital Management, LLC | 6.30% |
| State Street Corp | 6.16% |
| AQR Capital Management LLC | 4.44% |
| Amvescap Plc. | 4.11% |
| Apg Investments Us Inc | 4.06% |
| Document | Date |
|---|---|
| Material agreement · Q3 2026 ALEXANDRIA REAL ESTATE EQUITIES, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • New $5 billion unsecured senior revolving credit facility established • | 2026-09-24 |
| Material agreement · Q3 2026 ALEXANDRIA REAL ESTATE EQUITIES, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Company issued $1,000,000,000 aggregate principal amount of junior subor | 2026-08-21 |
| Company announcement · Q3 2026 ALEXANDRIA REAL ESTATE EQUITIES, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Company issued $1,000,000,000 (1 billion dollars) in new junior subordin | 2026-08-14 |
| Quarterly report · Q2 2026 ALEXANDRIA REAL ESTATE EQUITIES, INC. – Q2 2026 SUMMARY HEADLINE NUMBERS • Total assets: $34.6 billion as of June 30, 2026 (vs. $34.1 billion at Dec | 2026-08-03 |
| Results announced · Q3 2026 ALEXANDRIA REAL ESTATE EQUITIES, INC. – 2Q26 INVESTOR SUMMARY HEADLINE NUMBERS • Net Loss per Share (Diluted): 2Q26: $(0.43) | 1H26: $1.68 • FFO per | 2026-08-03 |
| Material agreement · Q3 2026 ALEXANDRIA REAL ESTATE EQUITIES, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • New credit facility: $5 billion unsecured senior revolving credit facili | 2026-07-09 |
| Quarterly report · Q1 2026 ALEXANDRIA REAL ESTATE EQUITIES, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total assets: $34.17 billion as of March 31, 2026 (vs. $34.08 billio | 2026-04-27 |
| Proxy statement · Q4 2025 PROXY STATEMENT SUMMARY: ALEXANDRIA REAL ESTATE EQUITIES, INC. WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1 – Election of Eight Directors - Nomine | 2026-04-01 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.72 / share ex-date Sep 30, 2026 · pay Oct 15, 2026 | 2026-09-30 |
| Dividend | $0.72 / share ex-date Jun 30, 2026 · pay Jul 15, 2026 | 2026-06-30 |
| Dividend | $0.72 / share ex-date Mar 31, 2026 · pay Apr 15, 2026 | 2026-03-31 |
| Dividend | $0.72 / share ex-date Dec 31, 2025 · pay Jan 15, 2026 | 2025-12-31 |
| Dividend | $1.32 / share ex-date Sep 30, 2025 · pay Oct 15, 2025 | 2025-09-30 |
| Announcement | Date |
|---|---|
| Board approves $500 million share repurchase program through December 2026 Alexandria Real Estate Equities announced two key developments on December 3-5, 2025. First, Daniel J. Ryan resigned as Co-President and Regional Market Director for San Diego, effective Dec | 2025-12-08 |
| 2025 update and 2026 guidance issued at investor day conference Alexandria Real Estate Equities, Inc. held an Investor Day conference on December 3, 2025, presenting updated financial information and 2026 guidance to investors. The company disclosed pres | 2025-12-03 |
| 2026 funds from operations per share guidance range provided Life sciences real estate company issued 2026 earnings guidance of $6.25-$6.85 per share (funds from operations), indicating significant headwinds ahead. Key concerns: occupancy has declined | 2025-10-29 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Alexandria Real Estate Equities Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.