Alexandria Real Estate Eq Inc Stock Price, News & Analysis

Alexandria Real Estate Equities (NYSE: ARE) announced that its Board authorized a refreshed common stock repurchase program of up to $500 million, replacing the prior authorization that was set to expire December 31, 2025.

Under the prior program the company repurchased $258.2 million of common stock, primarily in January 2025. The new authorization permits purchases in the open market or by negotiated transactions, accelerated share repurchases, indirect purchases including derivatives, or other transactions through December 31, 2026. Repurchases are discretionary, may be suspended, and will depend on price, available capital, market and economic conditions. The company said its preference is to fund repurchases on a leverage-neutral basis using operating cash after dividends and proceeds from property dispositions or joint ventures.

Alexandria Real Estate Equities (NYSE: ARE) announced a quarterly cash dividend of $0.72 per common share for 4Q25, a 45% reduction from the 3Q25 dividend. The dividend is payable on January 15, 2026 to holders of record on December 31, 2025. The board said the reduction aims to fortify the balance sheet, enhance financial flexibility and preserve approximately $410 million of liquidity on an annual basis. Based on the closing share price on December 1, 2025, the dividend implies a common-stock yield of 5.4%.

Alexandria Real Estate Equities (NYSE: ARE) reported 3Q25 results for the quarter ended September 30, 2025: Net loss per share diluted $(1.38) and YTD net loss per share diluted $(2.09), while FFO per share diluted, as adjusted was $2.22 for 3Q25 and $6.85 YTD. Operating occupancy was 90.6% with tenant collections at 99.9%. Leasing volume totaled 1.2M RSF in 3Q25, including a 466,598 RSF, 16-year build-to-suit expansion. Liquidity totaled $4.2B; net debt and preferred to Adjusted EBITDA was 6.1x (3Q25 annualized). The board declared a common dividend of $1.32 for 3Q25 (12-month dividend $5.28; yield 6.3%).

Alexandria Real Estate Equities (NYSE: ARE) and Alexandria Venture Investments received the 2025 Charles A. Sanders, MD, Partnership Award from the Foundation for the National Institutes of Health on October 22, 2025.

The award recognizes Alexandria's leadership in launching a public-private precision medicine partnership, MAP-D (Multi-Level Assessment & Phenotyping in Depression), developed with NIMH, FDA, VA, research institutions, industry partners, and patient advocates. MAP-D completed its critical design phase and targets a Phase 1 launch in May 2026 to assemble a comprehensive depression dataset and validate biomarkers to guide individualized treatment.

Alexandria Real Estate Equities (NYSE:ARE) has announced the opening of Lilly Gateway Labs San Diego at their One Alexandria Square Megacampus in Torrey Pines. This strategic partnership with Eli Lilly and Company represents an expansion of the Gateway Labs platform, which has already fostered the development of over 50 novel therapeutics across its existing locations.

The new facility combines ARE's real estate infrastructure and operations expertise with Lilly's scientific resources, mentorship, and venture capital network. Located in a LEED Gold certified all-electric laboratory facility, the hub features modular labs, collaboration spaces, and advanced scientific equipment. Initial tenants include venture-backed biotech companies focusing on Alzheimer's, Parkinson's, cardiovascular diseases, and oncology research.

Alexandria Real Estate Equities (NYSE:ARE), a leading owner and developer of life science Megacampus™ ecosystems, has been recognized by Newsweek as one of the World's Most Trustworthy Companies for the second consecutive year. The company recently secured its largest life science lease ever for a 466,598 RSF build-to-suit biomedical research hub at Campus Point Megacampus.

Key financial metrics include a strong balance sheet with the longest remaining debt term among S&P 500 REITs, 75% of annual rental revenue from its Megacampus platform, and a 7.4-year weighted-average lease term. The company maintains an impressive 80% tenant retention rate and generates 53% of annual rental revenue from investment-grade and publicly traded large-cap companies.

Alexandria Real Estate Equities (NYSE:ARE) has declared a quarterly cash dividend of $1.32 per common share for the third quarter of 2025, payable on October 15, 2025, to stockholders of record on September 30, 2025.

The company is maintaining its dividend level instead of continuing its historical 4.5% growth rate, which will provide additional liquidity of over $40 million annually. The current dividend represents a 7.3% yield based on the June 30, 2025 closing price, with a favorable dividend payout ratio of 57% for Q2 2025.

Alexandria Real Estate Equities (NYSE:ARE) has scheduled its Third Quarter 2025 earnings conference call and webcast for October 28, 2025 at 2:00 p.m. ET. The company will release its Q3 2025 operating and financial results after market close on October 27, 2025.

Investors can participate by dialing (833) 366-1125 (U.S.) or (412) 902-6738 and requesting to join the Alexandria Real Estate Equities call. A webcast will be available at investor.are.com/webcasts. A replay will be accessible from October 28, 2025, at 4:00 p.m. ET through November 4, 2025, using access code 6086829.

Alexandria Real Estate Equities (NYSE:ARE) reported mixed Q2 2025 results with a net loss of $(0.64) per share but maintained strong FFO of $2.33 per share. The company achieved significant leasing activity, including its largest-ever life science lease for 466,598 RSF with a multinational pharmaceutical tenant.

Key operational metrics include 90.8% occupancy (reaching 92.5% including leased but not delivered space), $762.0 million in quarterly revenues, and strong tenant collections at 99.9%. The company maintains a robust balance sheet with $4.6 billion in liquidity and a dividend yield of 7.3%.

ARE's 2025 capital recycling strategy progresses with $786 million in completed and pending dispositions, targeting $1.95 billion total for the year. Development projects delivered $15 million in incremental annual NOI during Q2, with an additional $139 million expected by Q4 2026.