Core Viewpoint - Cousins Properties has declared a cash dividend of $0.32 per common share for the first quarter of 2026, payable on April 15, 2026, to shareholders of record on April 7, 2026 [1]. Company Overview - Cousins Properties is a fully integrated, self-administered, and self-managed real estate investment trust (REIT) based in Atlanta, GA [1]. - The company primarily invests in Class A office buildings located in high growth Sun Belt markets and has been operational since 1958 [1]. - Cousins Properties aims to create shareholder value through its expertise in development, acquisition, leasing, and management of high-quality real estate assets [1]. - The company employs a comprehensive strategy focused on trophy assets and opportunistic investments [1].

THE LINK Dallas INVESTOR PRESENTATION March 2026 WHY COUSINS? | PREMIER SUN BELT | • | 100% Sun Belt / 100% Class A / 2011 average year built1 | | --- | --- | --- | | LIFESTYLE OFFICE | • | 72% of portfolio delivered or redeveloped since 20102 | | PORTFOLIO | • | CUZ asking rents 20% higher than pre-pandemic levels and 31% higher than Class A avg3,4 | | BENEFITING FROM | • | Flight to quality driving demand for newer, highly-amenitized assets5 | | POWERFUL | • | Sun Belt migration leading to outsized popula ...

Cousins Properties Incorporated (NYSE:CUZ) is one of the 10 Must-Buy Real Estate Stocks to Invest In. On March 12, 2026, BMO Capital lowered the price target on Cousins Properties Incorporated (NYSE:CUZ) to $27 from $31 and maintained an Outperform rating. BMO noted the REIT’s shares trade at a 36% discount to its COVID-era FFO multiple despite rising occupancy and stronger leasing activity, adding that the company could continue benefiting from a flight-to-quality trend in its Sunbelt markets. On Febru ...

Cousins Properties Inc. (NYSE:CUZ) is one of the 10 cheap REITs with huge upside. On February 26, Barclays reduced the target price on Cousins Properties Inc. (NYSE:CUZ) from $34 to $28, which still yields an upside of almost 23%. The firm maintained an Overweight rating on the stock. Copyright: eugenesergeev / 123RF Stock Photo Post fourth quarter announcements, the firm updated its models for the office REIT space. It fears the ongoing “AI disruption narrative” will remain in play, which will adverse ...

Core Viewpoint - Investors in Cousins Properties, Incorporated (CUZ) should closely monitor the stock due to significant movements in the options market, particularly the high implied volatility of the Apr 17, 2026 $35.00 Call option [1] Group 1: Implied Volatility - Implied volatility indicates the market's expectation of future price movements, with high levels suggesting that investors anticipate a significant move in either direction or an upcoming event that could trigger a rally or sell-off [2] - Options traders often seek options with high implied volatility to sell premium, aiming to benefit from the decay of the option's value if the underlying stock does not move as much as expected [4] Group 2: Analyst Sentiment - Cousins Properties currently holds a Zacks Rank 2 (Buy) within the REIT and Equity Trust - Other Industry, which ranks in the bottom 39% of the Zacks Industry Rank [3] - Over the past 60 days, there have been no upward or downward revisions in analyst estimates for the current quarter, resulting in a flat Zacks Consensus Estimate of 71 cents per share [3]

Core Insights - Cousins Properties (CUZ) is experiencing increased leasing activity in its Class A office portfolio located in high-growth Sun Belt markets, driven by tenant demand for premium office spaces with superior amenities [1][5] - The company reported fourth-quarter 2025 funds from operations (FFO) per share of 71 cents, reflecting a year-over-year increase of 2.9%, although weighted average occupancy decreased and interest expenses rose [2][3] - Analysts maintain a positive outlook on CUZ, with the Zacks Consensus Estimate for 2026 FFO per share increasing to $2.93, despite a 7.2% decline in share price over the past three months [3] Portfolio and Tenant Base - Cousins Properties boasts a strong portfolio of Class A office assets in the Sun Belt markets, which are experiencing population growth and corporate relocations, driving demand for office space [5][6] - The company has a diversified tenant base, reducing reliance on any single industry, which supports stable revenue across economic cycles [5][6] Leasing Activity - The company executed 167 leases covering 2.1 million square feet in 2025, with a weighted average lease term of 8.5 years, indicating a recovery in demand for its office properties [6][7] - The second-generation net rent per square foot on a cash basis increased by 3.5% during 2025, reflecting healthy leasing activity [5] Capital Recycling Efforts - Cousins Properties is actively enhancing its portfolio through capital-recycling initiatives, including the acquisition of the 300 South Tryon property for $317.5 million in February 2026 [8] - From 2020 to 2025, the company acquired 3.7 million square feet of operating properties for $1.84 billion, while timely dispositions have allowed it to shed slow-growth assets [8][9] Financial Strength - The company maintains a robust balance sheet with significant liquidity, exiting the fourth quarter of 2025 with cash and cash equivalents of $5.7 million and a net debt-to-annualized EBITDAre ratio of 5.30 [10] - As of December 31, 2025, Cousins Properties had $116 million drawn from its $1 billion credit facility, providing flexibility to pursue growth opportunities [10]

Core Viewpoint - Cousins Properties has announced a $250 million share repurchase program, which will be funded through various means including asset sales and retained cash [1] Group 1: Share Repurchase Program - The Board of Directors has authorized the repurchase of up to $250 million of outstanding common shares [1] - The program will be funded through proceeds from non-core asset sales, retained cash, debt financing, and/or settlement of common shares previously issued [1] - Purchases will occur in the open market, privately negotiated transactions, or other legal manners, with no expiration date for the program [1] Group 2: Company Overview - Cousins Properties is a fully integrated, self-administered, and self-managed real estate investment trust (REIT) based in Atlanta, GA [1] - The company primarily invests in Class A office buildings located in high growth Sun Belt markets [1] - Founded in 1958, Cousins focuses on creating shareholder value through expertise in development, acquisition, leasing, and management of high-quality real estate assets [1]

Cousins Properties Incorporated (NYSE:CUZ) is included in our list of Real Estate Investing for Beginners: 10 Best Stocks to Buy. Evercore ISI Raises its Price Target on Cousins Properties Incorporated (CUZ) to $32 and Keeps an Outperform Rating On February 6, 2026, Evercore ISI raised its price target on Cousins Properties Incorporated (NYSE:CUZ) to $32 from $30 previously and kept an Outperform rating. In a post-earnings note, the analyst said FFO guidance carries “upward bias,” pointing to improving t ...

Core Viewpoint - Cousins Properties (CUZ) has experienced a significant decline of 19% over the past four weeks, but it is now positioned for a potential trend reversal as it is in oversold territory, with analysts expecting better earnings than previously predicted [1]. Group 1: Technical Indicators - The Relative Strength Index (RSI) is a momentum oscillator that indicates whether a stock is oversold, with readings below 30 typically signaling this condition [2]. - CUZ has an RSI reading of 22.72, suggesting that the heavy selling pressure may be exhausting, indicating a potential bounce back towards equilibrium in supply and demand [5]. Group 2: Fundamental Indicators - There is a strong consensus among sell-side analysts that earnings estimates for CUZ will improve, leading to a 0.3% increase in the consensus EPS estimate over the last 30 days, which often correlates with price appreciation [7]. - CUZ holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further supporting the potential for a near-term turnaround [8].

Core Viewpoint - Commercial real estate stocks have experienced significant declines due to concerns about reduced demand for office space stemming from the increased use of artificial intelligence tools [1][4]. Group 1: Stock Performance - CBRE Group Inc. shares fell 8.8%, marking a two-day decline of 20%, the worst since 2020 [1]. - Other notable declines include Jones Lang LaSalle Inc. down 7.6%, Cushman & Wakefield Ltd. down 12%, and Newmark Group Inc. down 4.2% [1]. - An index tracking office real estate companies retreated by 4.2%, with major decliners including SL Green Realty Corp., Cousins Properties Inc., Kilroy Realty Corp., and BXP Inc. [2]. Group 2: Market Sentiment - Concerns regarding AI's impact on office space demand have been present for some time, but recent selloffs have intensified [2]. - Analysts describe the current market environment as a "ready fire aim" scenario, where investors react sharply to even minor earnings misses due to fears of AI disruption [3]. - The selloff is part of a broader trend referred to as the "AI scare trade," affecting various sectors including software, private credit, and logistics [3][4]. Group 3: Analyst Insights - Analysts have noted that the market is pricing in potential mass job losses in office-using sectors due to AI advancements [4]. - Some analysts caution that the recent steep selling may be an overreaction and could be misjudging the actual risks involved [5].