Update shared on 26 Nov 2025
Fair value Decreased 2.54%Narrative Update on Cousins Properties
Analysts have modestly lowered the price target for Cousins Properties from $32.83 to $32.00, reflecting updated projections of revenue growth and profit margins.
Analyst Commentary
Recent Street Research has highlighted key areas of optimism and caution regarding the outlook for Cousins Properties. The following summarizes the main themes from current analyst coverage, including both bullish and bearish perspectives.
Bullish Takeaways- Bullish analysts note that upward adjustments to price targets reflect confidence in Cousins Properties' ability to improve operational execution and drive sustained revenue growth.
- The Overweight rating signals belief in competitive positioning and the potential for above-average shareholder returns as market conditions evolve.
- Updates to company financial models suggest anticipated improvement in profit margins as management pursues efficiencies and cost controls.
- Valuation upside is cited as analysts see current shares trading below intrinsic value based on revised cash flow and growth projections.
- Bearish analysts maintain a cautious view, citing concerns that operational enhancements may take longer to materialize amid broader sector uncertainty.
- There are ongoing risks to profit margins if leasing momentum slows or operating expenses rise more than forecast.
- Uncertainty remains over the pace of recovery in key markets, which could weigh on near-term revenue growth.
What's in the News
- Cousins Properties is actively seeking acquisition opportunities that match the quality of its current portfolio and contribute positively to earnings and cash flow (Key Developments).
- The company remains focused on maintaining geographic diversity and rigorous asset quality standards as it searches for new investments (Key Developments).
- Executives are considering selective property sales to fund new acquisitions and potential future developments in response to changing debt conditions and market underwriting criteria (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has decreased modestly from $32.83 to $32.00.
- Discount Rate has fallen from 8.07 percent to 7.68 percent as a result of updated risk assessments.
- Revenue Growth expectations have declined from 5.23 percent to 3.67 percent.
- Net Profit Margin has improved from 6.14 percent to 7.01 percent, which indicates stronger profitability forecasts.
- Future P/E has dropped significantly from 129.38x to 89.97x. This suggests revised market expectations for earnings multiples.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.