Loading…
Loading…
Alexandria Real Estate is deeply out of favor, but I see significant long-term upside at current prices near $40.80. ARE faces near-term headwinds: major lease expirations, occupancy pressure until 2028, and cautious market sentiment, but leasing momentum and stabilization signs are emerging. I expect a recovery in occupancy and cash flows by 2028, with intrinsic value potentially reaching $73.60 per share and a 6.64% dividend yield in the meantime.
Alexandria Real Estate Equities, Inc. ( ARE ) Q3 2026 Earnings Call October 27, 2026 2:00 PM EDT Company Participants Joel Marcus - Founder & Executive Chairman Marc Binda - CFO & Treasurer Peter M. Moglia - CEO & Chief Investment Officer Conference Call Participants Paula Schwartz - Rx Communications Group LLC James Kammert - Evercore ISI Institutional Equities, Research Division Farrell Granath - BofA Securities, Research Division Ronald Kamdem - Morgan Stanley, Research Division Seth Bergey - Citigroup Inc., Research Division John Kim - BMO Capital Markets Equity Research Anthony Paolone - JPMorgan Chase & Co, Research Division Richard Anderson - Cantor Fitzgerald & Co., Research Division Michael Carroll - RBC Capital Markets, Research Division Wesley Golladay - Robert W.
Alexandria Real Estate Equities NYSE: ARE reported third-quarter 2026 funds from operations, as adjusted, of $1.54 per diluted share and reaffirmed the midpoint of its full-year guidance at $6.40 per share, while narrowing its guidance range to plus or minus $0.02.
ARE's Q3 2026 FFO and revenues beat estimates on robust leasing activity, but declining rental rates and lower occupancy continue to weigh on performance.
Some of the most tempting dividend yields on the market right now belong to stocks carrying serious internal warning signs, and the gap between what these companies pay out and what they actually earn tells a story most income investors overlook.
The headline numbers for Alexandria Real Estate Equities (ARE) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Alexandria Real Estate Equities (ARE) came out with quarterly funds from operations (FFO) of $1.54 per share, beating the Zacks Consensus Estimate of $1.52 per share. This compares to FFO of $2.22 per share a year ago.
PASADENA, Calif., Oct. 26, 2026 /PRNewswire/ -- Alexandria Real Estate Equities, Inc. (NYSE: ARE) announced financial and operating results for the third quarter ended September 30, 2026.