Why did Alexandria Real Estate Equities (ARE) stock move recently?

On 8/4/2026, Alexandria Real Estate Equities moved -7.8% — ARE fell sharply after reporting a Q2 2026 net loss of $(0.43) per share, a 10.6% drop in same-property NOI from lower occupancy after major lease expirations, and $222.5M in impairments, even as it held its 2026 FFO guidance midpoint at $6.40. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Alexandria Real Estate Equities (ARE) overvalued or fairly valued?

MarketChacha shows Alexandria Real Estate Equities's valuation in context — a forward P/E of about -59.7, a price-to-book of about 0.5 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

What is Alexandria Real Estate Equities's revenue?

Alexandria Real Estate Equities reported revenue of $3.0B for FY2025, with net profit of $-1.4B, per official filings.

What is the share price of Alexandria Real Estate Equities (ARE)?

Alexandria Real Estate Equities last traded at $48.35 (-2.8% on the day), as of 8/10/2026 — a delayed quote shown for education, not investment advice.

Alexandria Real Estate Equities

ARE · NYSE · Real Estate · United States

Snapshot

TickerARE

ExchangeNYSE

SectorReal Estate

IndustryREIT - Office

CountryUnited States

Employees514

HeadquartersPasadena, United States

Websitewww.are.com

Filings tracked17

About Alexandria Real Estate Equities

Alexandria Real Estate Equities, Inc., an S&P 500 registered company, is a best-in-class, mission-driven life science REIT making a positive and lasting impact on the world. With our founding in 1994, Alexandria pioneered the life science real estate niche. Alexandria is the preeminent and longest-tenured owner, operator, and developer of collaborative Megacampus ecosystems in AAA life science and advanced technology innovation cluster locations, including Greater Boston, San Diego, the San Francisco Bay Area, Seattle, Maryland, Research Triangle, and New York City. As of June 30, 2026, Alexandria has a total market capitalization of 21.84 billion dollar and an asset base that includes 36.0 million RSF of operating properties and 2.8 million RSF of Class A/A+ properties undergoing construction. Alexandria has a long-standing and proven track record of developing Class A/A+ properties clustered in highly dynamic and collaborative Megacampus environments that enhance our tenants' ability to successfully recruit and retain world-class talent and inspire productivity, efficiency, creativity, and success. Alexandria also provides strategic capital to transformative life science companies through our venture capital platform. We believe our unique business model and diligent underwriting ensure a high-quality and diverse tenant base that results in higher occupancy levels, longer lease terms, higher rental income, higher returns, and greater long-term asset value. Alexandria Real Estate Equities, Inc. was established in 1994 and incorporated in Maryland.

Who owns it

Insiders1.4%
Institutions98.1%
Public & other0.6%

871 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.12.45%
Vanguard Portfolio Management LLC7.95%
Vanguard Capital Management LLC6.17%
State Street Corporation6.08%
Apg Asset Management US Inc.4.01%
Invesco Ltd.3.92%
Geode Capital Management, LLC2.59%
JPMORGAN CHASE & CO2.07%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

Margin has compressed by about 50.8 points over the period — profitability is trending down.

Net margin trend3.6% → -47.2%

Margin has compressed by about 50.8 points over the period — profitability is trending down.

Return on equity-9.2%

Latest ROE of -9.2% is on the low side — the business earns a modest return on shareholder capital.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $679.8M · EPS -0.10

Next fiscal year

Rev $2.5B · EPS -0.81

Analyst consensus estimates — not the company's own guidance.

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$3.0B

Net margin

-47.2%

ROE

-9.2%

Revenue CAGR (2y)

+2.4%

EPS (FY2025)

-8.44

Net profit (FY2025)

$-1.4B

Ask MarketChacha about ARE

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Aug 4, 2026
ARE fell sharply after reporting a Q2 2026 net loss of $(0.43) per share, a 10.6% drop in same-property NOI from lower occupancy after major lease expirations, and $222.5M in impairments, even as it held its 2026 FFO guidance midpoint at $6.40.
source 1 ↗source 2 ↗· confidence: high
Jul 28, 2026
No specific company catalyst identified; ARE rose with the broader REIT sector, which has outperformed the market in 2026 amid favorable interest-rate and operational trends.
· confidence: low

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$3.0B	$-1.4B	-8.44	-47.2%	-9.2%
FY2024	$3.1B	$322.9M	1.80	10.4%	1.8%
FY2023	$2.9B	$103.6M	0.54	3.6%	0.6%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$662.8M	$-72.8M	-0.43	-11.0%
2026Q1	$671.0M	$361.7M	2.10	53.9%
2025Q3	$751.9M	$-232.8M	-1.38	-31.0%
2025Q2	$762.0M	$-107.0M	-0.64	-14.0%
2025Q1	$758.2M	$-8.9M	-0.07	-1.2%
2024Q3	$791.6M	$167.9M	0.96	21.2%
2024Q2	$766.7M	$46.7M	0.25	6.1%
2024Q1	$769.1M	$170.5M	0.97	22.2%
2023Q3	$713.8M	$24.3M	0.13	3.4%
2023Q2	$713.9M	$89.9M	0.51	12.6%
2023Q1	$700.8M	$77.9M	0.44	11.1%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

10-Q filing
SEC8/3/2026
8-K — Results of operations, Exhibits
SEC8/3/2026material
8-K — Material agreement, Material financial obligation
SEC7/9/2026material
8-K — Shareholder vote results, Exhibits
SEC5/14/2026material
10-Q filing
SEC4/27/2026
8-K — Results of operations, Exhibits
SEC4/27/2026material
8-K — Bylaw/charter change, Exhibits
SEC3/31/2026material
8-K — Material agreement, Material financial obligation, Exhibits
SEC2/25/2026material
8-K — Other events, Exhibits
SEC2/12/2026material
10-K filing
SEC1/26/2026
8-K — Results of operations, Exhibits
SEC1/26/2026material
8-K — Executive/director change
SEC1/12/2026material

2025

8-K — Executive/director change, Other events, Exhibits
SEC12/8/2025material
8-K — Reg FD disclosure, Exhibits
SEC12/3/2025material
8-K — Reg FD disclosure
SEC10/29/2025material
10-Q filing
SEC10/27/2025
8-K — Results of operations, Exhibits
SEC10/27/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.