Alexandria Real Estate Equities (ARE) Releases Q4 2025 Earnings: Revenue Slight Beat but Massive Net Loss

Alexandria Real Estate Equities, Inc. (ARE) reported fourth-quarter 2025 results.

Quarter highlights:

Revenue: $754.4 million (-0.3% year-over-year), above the estimate of $750.1 million.

Gross profit: $521.9 million (+629.5% year-over-year).

Operating loss: -$1.545 billion (-6,435.6% year-over-year).

Net loss attributable to common shareholders: -$1.082 billion (-8,491.3% year-over-year).

Diluted loss per share: -$6.35, versus an expected $0.28.

Balance sheet and cash flow:

Cash from operating activities: $312.4 million (+13.9% year-over-year).

Purchases of property, plant and equipment: -$332.3 million (-32.2% year-over-year).

Cash and cash equivalents: $579.5 million (+89.9% year-over-year).

Cost of sales: $1.005 billion (+46.6% year-over-year).

Total liabilities: $2.023 billion (+28.2% year-over-year).

The quarter showed a slight revenue beat but a large earnings shortfall driven by steep operating and net losses. Liquidity and operating cash flow improved year-over-year, while cost of sales and total liabilities increased.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Alexandria Real Estate Equities Inc. Insider Trading Activity

Alexandria Real Estate Equities Inc. insiders have traded $ARE stock on the open market 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $ARE stock by insiders over the last 6 months:

MADELEINE THORP ALSBROOK (EVP - Talent Management) sold 3,486 shares for an estimated $160,878
SHEILA K. MCGRATH purchased 3,100 shares for an estimated $141,360

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Alexandria Real Estate Equities Inc. Hedge Fund Activity

We have seen 385 institutional investors add shares of Alexandria Real Estate Equities Inc. stock to their portfolio, and 322 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 3,466,253 shares (+2144.2%) to their portfolio in Q3 2025, for an estimated $288,877,525
BLACKROCK, INC. removed 2,063,757 shares (-10.7%) from their portfolio in Q3 2025, for an estimated $171,993,508
JPMORGAN CHASE & CO removed 1,410,236 shares (-32.9%) from their portfolio in Q3 2025, for an estimated $117,529,068
DAVENPORT & CO LLC removed 1,062,360 shares (-95.2%) from their portfolio in Q4 2025, for an estimated $51,991,898
MORGAN STANLEY added 845,139 shares (+44.3%) to their portfolio in Q3 2025, for an estimated $70,433,884
CCLA INVESTMENT MANAGEMENT removed 829,124 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $40,577,328
MENORA MIVTACHIM HOLDINGS LTD. added 735,000 shares (+inf%) to their portfolio in Q3 2025, for an estimated $61,254,900

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Alexandria Real Estate Equities Inc. Congressional Stock Trading

Members of Congress have traded $ARE stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $ARE stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 11/18 and 1 sale worth up to $15,000 on 12/19.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Alexandria Real Estate Equities Inc. Analyst Ratings

Wall Street analysts have issued reports on $ARE in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Baird issued a "Outperform" rating on 12/04/2025
BMO Capital issued a "Outperform" rating on 12/04/2025
Evercore ISI Group issued a "Outperform" rating on 11/28/2025

To track analyst ratings and price targets for Alexandria Real Estate Equities Inc., check out Quiver Quantitative's $ARE forecast page.

Alexandria Real Estate Equities Inc. Price Targets

Multiple analysts have issued price targets for $ARE recently. We have seen 10 analysts offer price targets for $ARE in the last 6 months, with a median target of $57.5.

Here are some recent targets:

Anthony Paolone from JP Morgan set a target price of $63.0 on 01/14/2026
Ronald Kamdem from Morgan Stanley set a target price of $55.0 on 01/09/2026
Peter Abramowitz from Jefferies set a target price of $47.0 on 12/16/2025
David Rodgers from Baird set a target price of $67.0 on 12/04/2025
John Kim from BMO Capital set a target price of $60.0 on 12/04/2025
Steve Sakwa from Evercore ISI Group set a target price of $64.0 on 12/04/2025
Nick Joseph from Citigroup set a target price of $52.0 on 12/04/2025