Alexandria Real Estate Equities, Inc. (ARE)

In the past six months, Alexandria Real Estate Equities, Inc. (ARE) stock has been impacted by several events. The company's shares have dropped 20% since the beginning of the year and declined 31% in the last 12 months, reaching $77.87 in late October 2025. For the third quarter of 2025, ARE reported funds from operations (FFO) of $2.22 per share, missing the consensus estimate of $2.31 per share. The company also posted a net loss of $234.9 million, or $1.38 per share, and revenue of $751.9 million, which fell short of Street forecasts. Following these results, Alexandria lowered its full-year 2025 guidance for adjusted FFO to a midpoint of $9.01 per share. The company announced a quarterly dividend of $1.32, which was paid on October 15, 2025, representing a $5.28 annualized dividend and a yield of 6.8%. Analyst ratings have varied.

While the provided search results do not explicitly detail demand seasonality for Alexandria Real Estate Equities, Inc.'s products and services, the nature of its business suggests a relatively stable demand driven by long-term trends in the life science, agtech, and technology sectors. Recent reports indicate that biotech funding has become tougher, leading to more cautious tenants and a more tenant-favorable market, which has impacted occupancy rates and near-term outlook. Broader economic and industry-specific funding cycles can influence the pace of leasing activity and occupancy levels.

Alexandria Real Estate Equities, Inc. (ARE) is an S&P 500 company and a REIT that pioneered the life science real estate niche in 1994. The company develops, redevelops, owns, and operates specialized laboratory and office spaces for lease to tenants in the life science, agtech, and technology industries. ARE creates collaborative "Megacampus™" ecosystems designed to foster innovation and provides strategic capital to transformative companies through Alexandria Venture Investments.

Alexandria Real Estate Equities, Inc. has a significant market presence in key innovation cluster locations across North America, including Greater Boston, the San Francisco Bay Area, New York City, San Diego, Seattle, Maryland, and Research Triangle. The company's properties are concentrated in top innovation clusters known for their concentration of universities, research institutions, venture capital, and life science companies.

Alexandria Real Estate Equities, Inc. has maintained a strong brand reputation, particularly within its specialized sector. In April 2024, Newsweek named Alexandria one of the Most Trustworthy Companies in America for the second consecutive year. Alexandria held the top ranking among S&P 500 REITs in the real estate and housing category on this 2024 list. Alexandria has also received eight Nareit Investor CARE Awards, including a record seven Gold Awards, and its sixth consecutive GRESB "A" disclosure score with a perfect 100 for sustainability practices and reporting in 2023. In June 2025, Alexandria released its 2024 Corporate Responsibility Report, highlighting an 18% reduction in operational greenhouse gas emissions intensity from 2022 to 2024, moving towards a 30% reduction target by 2030.

Institutional investors hold a significant portion of Alexandria Real Estate Equities, Inc. stock, owning 96.54% of the company. Major institutional owners include Goldman Sachs Group Inc. and UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC. Other institutional investors have also recently modified their holdings, with many increasing their stakes. Norges Bank (The Central Bank of Norway) is also noted as an owner with 9.54%.