ATLANTA, Jan. 7, 2026 /PRNewswire/ -- Cousins Properties (NYSE:CUZ) announced today that it will release its fourth quarter and full year 2025 earnings after the market closes on Thursday, February 5, 2026. Cousins will hold its fourth quarter 2025 earnings conference call on Friday, February 6, 2026 at 10:00 a.m. (Eastern Time). The number for this call is (800) 836-8184. The live webcast of this call can be accessed on the Company's website, www.cousins.com, through the "Cousins Properties Fourth Quarter ...

Core Insights - Investors are prioritizing income and stability as they look towards 2026, with REITs providing steady cash flows and attractive dividends tied to real assets [1] - The economic backdrop is improving, with recent rate cuts, cooling inflation, and strong GDP growth expected to enhance demand across various property types [2] REIT Sector Overview - Industrial real estate is experiencing strong demand, particularly from e-commerce and logistics, leading to high occupancy rates and steady rent growth [4] - The office sector is showing signs of recovery, with high-quality buildings attracting tenants as companies adapt to hybrid work strategies [5] - Retail real estate has stabilized, supported by limited supply growth and rising consumer incomes, positioning retail REITs for stable income and gradual growth [6] Company Highlights - Prologis, Inc. is the largest logistics real estate owner, with approximately 1.3 billion square feet of space across 20 countries, benefiting from strong leasing momentum and high occupancy rates [7][8] - Simon Property Group operates a diversified portfolio of malls and premium outlets, reporting a 96.4% occupancy rate and a 4.8% dividend increase in Q3 2025 [10][12] - Cousins Properties focuses on Class A office buildings in high-growth Sun Belt markets, showing robust leasing activity and raising its FFO guidance for 2025 [16][17] Financial Performance - Prologis has seen a core FFO growth that exceeded expectations, with a five-year annualized dividend growth rate of 12.66% [8] - Simon Property's FFO per share increased by 5.6% year-over-year, with a strong operational performance reflected in its dividend hike [12][13] - Cousins Properties has raised its FFO per share guidance to approximately $2.82-$2.86 for 2025, indicating improved cash flow expectations [17][18] Analyst Sentiment - Analysts are optimistic about Prologis, with upward revisions in FFO estimates for 2025 and 2026 [9] - Simon Property Group has also seen positive revisions in FFO estimates, reflecting a bullish outlook [13] - Cousins Properties is experiencing upward revisions in its FFO estimates, indicating strong growth potential [18]

Core Insights - Cousins Properties (CUZ) and Vornado Realty (VNO) are significant players in the office real estate sector, benefiting from high-quality portfolios amid a growing demand for premium office spaces [1] - The easing of interest rates and anticipated inflation decline in late 2026 are expected to further enhance the performance of these office REITs [1] Cousins Properties - The Sunbelt region is experiencing a population influx, leading to increased demand for office space, with Cousins executing 128 leases totaling 1.4 million square feet in the first nine months of 2025, reflecting a weighted average lease term of 7.9 years [3] - Cousins Properties' portfolio consists of trophy Class A office buildings that align with tenant preferences for modern workplaces, and the company is witnessing increased office utilization as tenants return to physical offices [4] - The company maintains a diversified tenant base and focuses on enhancing portfolio quality through acquisitions and developments, with a robust development pipeline expected to contribute to annualized net operating income (NOI) growth [5] - Challenges include high competition affecting tenant retention and pricing power, as well as concentration in Atlanta, GA, and Austin, TX, which may expose the company to regional economic downturns [6] Vornado Realty - Vornado's strategy focuses on high-rent, high-barrier-to-entry markets, supported by a diversified tenant base, which is expected to drive steady cash flows and growth [7] - The demand for office space in New York remains strong, with Vornado leasing 2.8 million square feet in its New York portfolio during the first nine months of 2025, achieving a weighted average lease term of 12.2 years [8] - Vornado is pursuing selective developments and asset sales to unlock capital for future investments, maintaining a healthy balance sheet and liquidity to support its growth initiatives [10] - The company faces challenges such as geographic concentration, competition, high debt burden, and elevated interest expenses [11] Comparative Performance - Cousins Properties has outpaced Vornado in growth, driven by leasing momentum in the Sunbelt region, while Vornado's urban focus presents different challenges [9] - Zacks Consensus Estimates indicate a 14.75% year-over-year increase in CUZ's 2025 sales, while VNO's sales are expected to decline by 1.48% [12][13] - Over the past six months, CUZ shares have fallen 14.1%, while VNO shares have declined 8%, both underperforming the S&P 500's rise of 15.6% [17] - CUZ is trading at a forward price-to-FFO of 8.76X, below its one-year median, while VNO is at 13.82X, also below its one-year median of 16.54X [18] Conclusion - CUZ stands out due to its exposure to high-growth Sunbelt markets, solid leasing momentum, and a development pipeline supporting future NOI growth, backed by a strong balance sheet [20] - VNO offers stability through its New York City assets but faces higher debt and limited growth options, making CUZ a more compelling growth-driven investment [21]

Key Takeaways U.S. office leasing gains as premium space demand rises and construction pipelines hit multi-decade lows.Return-to-office trends, AI growth and easing rates support tenant confidence and office space absorption.CUZ and VNO are benefiting from strong leasing activity in high-quality, amenity-rich office portfolios.The rising demand for premium office spaces, coupled with declining supply, is defining the new wave of U.S. office real estate market leasing momentum, setting it up modestly for a c ...

Core Viewpoint - Cousins Properties (CUZ) shows potential for upside with a mean price target of $31.5, indicating a 25.8% increase from the current price of $25.05 [1][11]. Price Targets and Analyst Estimates - The mean estimate consists of 12 short-term price targets with a standard deviation of $3.06, suggesting variability in analyst predictions [2]. - The lowest estimate is $26.00, indicating a 3.8% increase, while the highest estimate is $35.00, suggesting a 39.7% increase [2]. - A low standard deviation indicates strong agreement among analysts regarding the stock's price direction [9]. Earnings Estimates and Analyst Agreement - Analysts have shown increasing optimism about CUZ's earnings prospects, with a positive trend in earnings estimate revisions [11]. - Over the last 30 days, two estimates have increased, leading to a 0.4% rise in the Zacks Consensus Estimate [12]. - CUZ holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13]. Caution on Price Targets - While price targets are commonly referenced, they can mislead investors, as empirical research shows they rarely indicate actual stock price movements [7][10]. - Analysts may set overly optimistic price targets due to business incentives, which can inflate expectations [8].

With 2025 coming to a close in less than 2 weeks, I'll admit I'd expect REITs ( XLRE ) to have performed better by now. Multiple rate cuts were anticipated to help the sector rally. And whileFormerly known as "The Dividend Collectuh." Top 1% of financial experts on TipRanks. Contributing analyst to the iREIT+Hoya Capital investment group. Dividend Collection Agency is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educat ...

ATLANTA, Dec. 18, 2025 /PRNewswire/ -- Cousins Properties (NYSE: CUZ) announced today that its Board of Directors has declared a cash dividend of $0.32 per common share for the fourth quarter of 2025.  The fourth quarter dividend will be payable on January 14, 2026 to common shareholders of record on January 5, 2026.  About Cousins Properties Cousins Properties is a fully integrated, self-administered and self-managed real estate investment trust (REIT). The Company, based in Atlanta, GA and acting throug ...

Cousins Properties ( CUZ ) is a less-known, but best-in-class office REIT. The company’s core advantages are its least-levered balance sheet as well as its strict focus on key growth areas in the sunbelt, avoiding the highly-populous, butAlways on the hunt for undervalued, promising stocks with a focus on risk and reward. Limited risks and decent to high upside by knowing what one's owning. I strongly believe that the best investment ideas are often the simplest. If contrarian, the better.Analyst’s Disclosu ...

Cousins Properties (CUZ) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a changing ...

Core Insights - Investors in the REIT and Equity Trust - Other sector should consider Cousins Properties (CUZ) and EastGroup Properties (EGP) for potential undervalued stock opportunities [1] Valuation Metrics - Cousins Properties has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while EastGroup Properties has a Zacks Rank of 4 (Sell) [3] - CUZ has a forward P/E ratio of 9.08, significantly lower than EGP's forward P/E of 20.23, suggesting CUZ may be undervalued [5] - The PEG ratio for CUZ is 2.04, compared to EGP's PEG ratio of 2.73, indicating CUZ has a more favorable earnings growth outlook relative to its valuation [5] - CUZ's P/B ratio is 0.91, while EGP's P/B ratio is 2.75, further supporting the argument that CUZ is undervalued [6] - Overall, CUZ has a Value grade of B, while EGP has a Value grade of D, highlighting CUZ's stronger valuation metrics [6] Conclusion - Given the stronger estimate revision activity and more attractive valuation metrics, CUZ is positioned as the superior option for value investors compared to EGP [7]