Cousins Properties Incorporated

NYSE:CUZ 株式レポート

時価総額：US$4.3b

Cousins Properties 将来の成長

Future 基準チェック /36

Cousins Properties利益と収益がそれぞれ年間62%と2.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に1.5% 73.7%なると予測されています。

主要情報

62.0%

収益成長率

73.73%

EPS成長率

Office REITs 収益成長-5.8%
収益成長率2.8%
将来の株主資本利益率1.54%
アナリストカバレッジ

Good

最終更新日15 May 2026

今後の成長に関する最新情報

Recent updates

新しいナラティブ • Apr 29

Sun Belt Office Demand And Limited New Supply Will Support This REIT’s Long Term Potential

Catalysts About Cousins Properties Cousins Properties is a publicly listed office REIT focused on high quality lifestyle office properties in major Sun Belt markets. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Apr 24

CUZ: Sunbelt Leasing And Buybacks Will Support Future Upside Versus AI Fears

The Analyst Price Target for Cousins Properties is slightly lower, with the fair value estimate moving from about $29.17 to $28.83 as analysts factor in tempered sector optimism, updated office REIT models after Q4 reports, and concerns that AI related office demand risks may limit multiple expansion despite company specific positives such as rising occupancy and leasing activity. Analyst Commentary Recent research updates show a mixed but generally constructive view on Cousins Properties, with several firms trimming price targets while still highlighting company specific positives and sector level headwinds that feed directly into valuation and execution risk.
新しいナラティブ • Apr 14

Sun Belt Office Demand And Limited New Supply Will Support Long Term Stability

Catalysts About Cousins Properties Cousins Properties is a US REIT focused on owning, operating and developing Class A office and mixed use assets in high growth Sun Belt markets. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Apr 07

CUZ: Sunbelt Leasing And Share Repurchases Will Support Upside Versus AI Fears

Analysts have trimmed the average fair value estimate for Cousins Properties slightly to about $29.17, with lower price targets reflecting sector wide caution on office REITs, potential impacts of AI on office demand, and only modest assumed expansion in FFO and P/E multiples. Analyst Commentary Recent Street research on Cousins Properties has centered on how to balance improving company specific fundamentals with broader concerns around office demand and valuation multiples.
ナラティブの更新 • Mar 24

CUZ: Sunbelt Leasing Strength And Buybacks Will Support Upside Versus AI Fears

Analysts have trimmed the fair value estimate for Cousins Properties by about $0.67 to $29.42 after a series of price target cuts across the Street, citing tempered sector optimism, concerns about AI related office demand pressures on multiples, and updated REIT models following recent results. Analyst Commentary Recent research highlights a mixed but engaged view on Cousins Properties, with several firms revising price targets while keeping ratings generally supportive or neutral.
ナラティブの更新 • Mar 10

CUZ: Improving Occupancy And Buybacks Will Support Upside Despite AI Headwinds

Analysts have trimmed their average price target for Cousins Properties by about $1 to roughly $30, citing updated models after Q4 results and ongoing concerns that AI related pressure on office demand could weigh on sector valuations and P/E multiples, even as they continue to view the company as relatively well positioned within office REITs. Analyst Commentary Street research around Cousins Properties has shifted toward slightly lower price targets, but most firms are still expressing confidence in the company relative to the wider office REIT group. Recent notes tie their views to updated Q4 models, evolving expectations for AI related office demand, and how that could influence P/E multiples across the sector.
ナラティブの更新 • Feb 23

CUZ: Improving Occupancy And Buybacks Are Expected To Support Future Upside

Analysts have made only a slight adjustment to their price targets on Cousins Properties, with moves such as a $1 cut to $34 and a $1 increase to $31. This reflects mixed views on office REITs overall while indicating some relative confidence in the company’s occupancy and funds from operations outlook.
ナラティブの更新 • Feb 07

CUZ: Improving Occupancy And Charlotte Acquisition Should Support Future Upside

Analysts have adjusted their price targets for Cousins Properties, trimming one by about $1 to $34 and lifting another to $31. These changes reflect updated views on occupancy trends and the company’s relative appeal within the broader REIT group heading into 2026.
ナラティブの更新 • Jan 23

CUZ: Improving Occupancy And Sunbelt Acquisitions Should Support Future Upside

Narrative update on Cousins Properties The analyst price target for Cousins Properties has edged slightly lower by about $0.10 to reflect modest tweaks to fair value inputs and discount rates, with analysts citing sector wide REIT outlook revisions that include a reduced $34 target from Barclays and a higher $31 target from BMO as key drivers of the change. Analyst Commentary Recent Street updates on Cousins Properties show a mix of optimism around execution and caution around the broader real estate investment trust group, which is feeding into slightly adjusted price targets rather than major rating swings.
ナラティブの更新 • Jan 09

CUZ: Shares Should Benefit From Improving Occupancy And Upgraded BMO Rating

Narrative Update Analysts have nudged their price target for Cousins Properties to $31 from $30, describing the company as one of the few office REITs where they anticipate improving occupancy and funds from operations trends into 2026 and 2027. Analyst Commentary Bullish analysts are highlighting Cousins Properties as one of a small group of office REITs where they see specific operational drivers that could matter for valuation over the next few years.
ナラティブの更新 • Dec 25

CUZ: Shares Will Benefit From Stronger Earnings Outlook And Raised JPMorgan Price Objective

Analysts have modestly raised their price target on Cousins Properties from $35 to $37 per share, citing updated models that reflect slightly stronger revenue growth, improved profit margins, and a marginally lower discount rate. Together, these factors support a higher fair value multiple.
Seeking Alpha • Dec 19

Cousins Properties: Solid Yield, Massive Upside Potential, But Sectoral Headwinds Keep Me Cautious (Rating Downgrade)

Summary Cousins Properties (CUZ) is downgraded from buy to hold due to persistent sector headwinds and lack of sequential improvement in fundamentals. Despite resilient financials and a well-covered 5% dividend yield, CUZ faces declining occupancy and sluggish same-property NOI growth. Management has raised full-year FFO guidance three times, but near-term upside is limited by continued office sector uncertainty and potential layoffs. CUZ's solid balance sheet and Sun Belt focus provide stability, but meaningful capital appreciation likely requires 2–4 quarters of improved occupancy and NOI. Read the full article on Seeking Alpha
ナラティブの更新 • Dec 11

CUZ: Shares Will Benefit From Raised JPMorgan Price Objective And Overweight Rating

Analysts modestly raised their price target on Cousins Properties to $37 from $35, citing an updated company model that factors in slightly faster expected revenue growth alongside small adjustments to fair value, discount rate, profit margins, and future valuation multiples. Analyst Commentary Bullish Takeaways Bullish analysts view the price target increase to $37 as reflecting improved confidence in the company’s ability to execute on leasing and development pipelines, supporting a modest re rating of the shares.
ナラティブの更新 • Nov 26

CUZ: Shares Will Benefit From Upgraded JPMorgan Model And Overweight Rating

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.
Seeking Alpha • Feb 15

Cousins Properties Isn't Cheap Enough

Summary Cousins Properties, a REIT specializing in Class A office assets in prime Sun Belt locations, has shown operational strength despite rising vacancy rates in major cities. The company has increased occupancy rates, rent per square foot, and overall cash flow metrics, although net profits have declined and the stock remains relatively pricey. Management's strategic acquisitions, like the Sail Tower in Austin, and a strong balance sheet position Cousins Properties for potential growth and reliable cash flows. Given its current valuation, I maintain a 'hold' rating but may consider an upgrade if the stock price drops or operational improvements continue. Read the full article on Seeking Alpha
Seeking Alpha • Nov 15

Cousins Properties: Debt Headwinds And JV Bleed Cloud Future

Summary Office REITs, particularly Sunbelt-focused ones like Cousins Properties, have rebounded strongly, outperforming the S&P 500 with a 33.09% YTD return. Cousins Properties boasts a high-quality portfolio in the Sunbelt, with strong occupancy rates, premium rents, and a focus on desirable Lifestyle Office Assets. Despite positive growth metrics and a very stable dividend, CUZ faces huge debt maturities in 2025 and poorly explained joint venture losses. While CUZ is rated a Buy by most analysts, its near-term challenges and modest growth projections suggest caution for investors. Read the full article on Seeking Alpha
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新しいナラティブ • Sep 02

Nashville Expansion And Loan Risks May Darken Earnings Outlook

Competition and new supply in Austin may decrease rental rates and occupancy, negatively affecting revenue.
Seeking Alpha • Aug 20

Cousins Properties: One Of The Best Office REITs To Own With Significant Upside Potential

Summary Cousins Properties has benefitted from population and employment growth as a result of its property locations in attractive Sun Belt markets. Most of their properties are located in some of the fastest-growing cities, like Atlanta, Austin, Phoenix, Houston, Nashville, and Raleigh. Cousins' payout ratio of 70.7% and strong balance sheet positions them to capture growth in a favorable, growing public market. CUZ looks to be well-positioned for future success, making it an attractive investment opportunity as a result of their fundamentals and upside potential. Some risks include uncertainty surrounding the Return to Work policy, which some businesses have elected to allow a flexible work schedule for employees. Read the full article on Seeking Alpha
Seeking Alpha • Jul 26

Cousins Properties: The Recent Earnings Confirm That This Is A Different Office REIT

Summary Although I am skeptical of office REITs, Alexandria Real Estate Equities Inc. and Cousins Properties Incorporated are clear exceptions. I have been long Cousins Properties since mid-2023, arguing that the REIT is mispriced and the fundamentals are much stronger than for any average office REIT out there. The recent Q2 earnings report confirms this. In this article, I elaborate on why I remain bullish on Cousins Properties Incorporated shares. Read the full article on Seeking Alpha
Seeking Alpha • Apr 27

Cousins Properties: Data Confirm This Is One Of The Safest Office Players In The Town

Summary Cousins Properties has been my favorite office REIT pick since the overall sector begun to face fundamental struggles. Just recently, CUZ reported Q1, 2024 figures, which further confirm my bull thesis. In this article I elaborate on the key dynamics in Q1, 2024 earnings data and explain why I continue to view CUZ as an attractive investment case. Read the full article on Seeking Alpha
Seeking Alpha • Feb 09

Cousins Properties: It Is Still An Undervalued Gem After Q4 Data

Summary I have recommended buying Cousins Properties since mid-2023 due to its trophy properties, fortress balance sheet, and favorable growth profile. Since the publication of my initial buy thesis, the stock has outperformed the index and some of the best-in-class office players. Now, Cousins has circulated its Q4'23 earnings report, which revealed positive dynamics that further support my thesis. In this article, I outline the key reasons why I think that Cousins is a solid pick at a P/FFO of 8.5x. Read the full article on Seeking Alpha
Seeking Alpha • Nov 26

Cousins Properties: Stronger After Q3 Despite Struggling Sector

Summary Cousins Properties has a high-quality portfolio of office buildings in vibrant locations, backed by a strong balance sheet and conservative FFO distributions. The company has performed well compared to the office REIT segment, with improving NOI and occupancy rates. CUZ has the strongest balance sheet in the industry, ample liquidity, and low debt maturing over the next few years, positioning it well for future opportunities. Despite the inherent resiliency stemming from the trophy-like properties and fortress capital structure, CUZ is only 8% more expensive than the rest of peers in a struggling sector. 6.5% dividend yield provides an attractive motivation for investors, while waiting for a more proper recalibration by the market. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:CUZ - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,11576N/AN/A4
12/31/20271,07760N/AN/A8
12/31/20261,05746N/AN/A3
3/31/2026998-5125398N/A
12/31/202598641135402N/A
9/30/202595658168417N/A
6/30/202591860171414N/A
3/31/202589354182417N/A
12/31/202485446148400N/A
9/30/202482851-102362N/A
6/30/202482059-55361N/A
3/31/20248117418370N/A
12/31/20238058389368N/A
9/30/202380388370370N/A
6/30/2023800150369369N/A
3/31/2023781161368368N/A
12/31/202276516723365N/A
9/30/2022761310363363N/A
6/30/2022756283379379N/A
3/31/2022758277378378N/A
12/31/2021762279389389N/A
9/30/2021756122391391N/A
6/30/202175096385385N/A
3/31/202174391374374N/A
12/31/2020748237351351N/A
9/30/2020761343364364N/A
6/30/2020767336359359N/A
3/31/2020732290272272N/A
12/31/2019670150N/A303N/A
9/30/201960056N/A249N/A
6/30/201953055N/A202N/A
3/31/201950398N/A253N/A
12/31/201848779N/A229N/A
9/30/201847788N/A228N/A
6/30/201847281N/A224N/A
3/31/2018474228N/A207N/A
12/31/2017513216N/A212N/A
9/30/2017481227N/A160N/A
6/30/2017415218N/A150N/A
3/31/201734450N/A137N/A
12/31/201627060N/A118N/A
9/30/20165943N/A168N/A
6/30/201611193N/A167N/A
3/31/2016161101N/A155N/A
12/31/201521094N/A154N/A
9/30/201540193N/A151N/A
6/30/201538845N/A137N/A

アナリストによる今後の成長予測

収入対貯蓄率: CUZは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: CUZ今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: CUZ今後 3 年以内に収益を上げることが予想されます。

収益対市場: CUZの収益 ( 2.8% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: CUZの収益 ( 2.8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: CUZの 自己資本利益率 は、3年後には低くなると予測されています ( 1.5 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/22 09:23
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Cousins Properties Incorporated 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24

アナリスト機関
David RodgersBaird
Anthony PowellBarclays
Anthony PowellBarclays