Cousins Properties Incorporated

NYSE:CUZ 주식 리포트

시가총액: US$4.6b

Cousins Properties 향후 성장

Future 기준 점검 3/6

Cousins Properties (는) 각각 연간 38% 및 3.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 77% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 2.1% 로 예상됩니다.

핵심 정보

38.0%

이익 성장률

77.04%

EPS 성장률

Office REITs 이익 성장16.3%
매출 성장률3.4%
향후 자기자본이익률2.14%
애널리스트 커버리지

Good

마지막 업데이트14 Sep 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Sep 09

CUZ: Leasing Momentum Will Drive Future Upside As Office Demand Stabilizes

Analysts now see fair value for Cousins Properties at $36, up from $34. This change reflects higher price targets across the Street that are tied to updated models after Q2 results, sector level revisions in office REITs, and continued focus on leasing momentum and office demand trends.
내러티브 업데이트 • Aug 26

CUZ: Sunbelt Leasing Momentum And Index Inclusion Will Shape Office Repricing

Analysts have raised the fair value estimate for Cousins Properties to $33.64 from $31.42, reflecting higher price targets in the $30 to $35 range as they update models following recent Q2 results, sector previews, and leasing trends. Analyst Commentary Recent research updates on Cousins Properties show a cluster of higher price targets and a mix of optimism and caution around execution, leasing, and sector level risks.
Seeking Alpha • Aug 25

Cousins Properties Still A Buy, Q2 Results Show Durability In Premium Office Markets

Summary Cousins Properties Incorporated (CUZ) is reaffirmed as a buy, driven by Sunbelt-focused Class A office assets, strong leasing momentum, and low leverage risk. Q2 results highlight 920,000 square feet leased, portfolio occupancy at 92.8%, and YoY FFO growth, signaling post-pandemic demand recovery. Cousins Properties trades at a significant discount to sector medians on price/book and forward earnings, presenting an undervaluation opportunity with long-term upside. Dividend safety is robust with a 2.3x AFFO coverage, though yield and growth remain modest; performance has recently outpaced the S&P 500. Read the full article on Seeking Alpha
내러티브 업데이트 • Aug 12

CUZ: Leasing Strength And Earnings Progress Will Test Ongoing Office Volatility

Analysts have raised the consolidated price target for Cousins Properties to $30, up from $27.84, citing sector-level target increases, healthier leasing commentary, and updated assumptions on discount rates, margins, and future P/E multiples. Analyst Commentary Recent Street research on Cousins Properties shows a cluster of higher price targets within the office real estate investment trust group.
내러티브 업데이트 • Jul 29

CUZ: Office Stock Volatility And Leasing Execution Will Pressure Lofty Expectations

Analysts have lifted the fair value estimate for Cousins Properties to about $27.84 from $27.00, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions, supported by recent price target increases across the office REIT sector. Analyst Commentary Recent Street research on Cousins Properties has centered on how office demand, AI related concerns, leasing trends, and broader macro headlines might affect valuation and growth expectations.
내러티브 업데이트 • Jul 15

CUZ: Sunbelt Leasing Resilience And Buybacks Will Shape Balanced Office Repricing

Analysts have lifted their blended price target for Cousins Properties from $30.25 to about $31.42, citing higher sector targets and growing confidence that office leasing trends and AI related demand risks are stabilizing for office REITs. Analyst Commentary Recent Street research on Cousins Properties highlights a mix of optimism around leasing trends and AI related office demand, alongside ongoing caution on fundamentals and macro risks. Bullish Takeaways Bullish analysts have raised price targets on Cousins Properties into the US$30 to US$34 range, which they link to improving sentiment on office REITs and more confidence in the sector's risk profile.
내러티브 업데이트 • Jul 01

CUZ: Higher Leasing Trends Will Test Fragile Office Demand Assumptions

The analyst price target for Cousins Properties has shifted higher to $30, with the $3 move framed by analysts as a response to somewhat better office leasing trends, modestly improved macro inputs, and updated views on fair value and future P/E assumptions. Analyst Commentary Recent research on Cousins Properties points to a more balanced stance, with the higher US$30 price target sitting alongside a set of cautious messages about office fundamentals, execution risks, and how much investors are willing to pay in P/E terms.
내러티브 업데이트 • Jun 17

CUZ: Sunbelt Leasing And Buybacks Will Support Balanced Repricing Uncertainty

The updated analyst price target for Cousins Properties edges up to $30.25, with analysts pointing to refreshed assumptions around profit margins and price-to-earnings expectations following recent sector research. Analyst Commentary Recent research around Cousins Properties highlights a mix of optimism and caution, reflected in the updated price targets and commentary around profit margins and P/E assumptions.
내러티브 업데이트 • Jun 03

CUZ: Sunbelt Leasing And Buybacks Will Support Steady Repricing Risks

Narrative Update The updated analyst price target for Cousins Properties moves to $30.00. Analysts point to tempered sector expectations, modest implied FFO multiple expansion, and the stock trading at a discount to its pre COVID-era FFO multiple despite signs of improving occupancy and leasing in its Sunbelt-focused portfolio.
새로운 내러티브 • 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?
내러티브 업데이트 • 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.
새로운 내러티브 • 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?
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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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새로운 내러티브 • 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

이익 및 매출 성장 예측

NYSE:CUZ - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20281,110100N/AN/A4
12/31/20271,08185N/AN/A7
12/31/20261,05534N/AN/A7
6/30/20261,0256157432N/A
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
3/31/2020732290N/A272N/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

애널리스트 향후 성장 전망

수입 대 저축률: CUZ 의 연간 예상 수익 증가율(38%)이 saving rate(3.7%)보다 높습니다.

수익 vs 시장: CUZ 의 연간 수익(38%)이 US 시장(17.1%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: CUZ 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: CUZ 의 수익(연간 3.4%)이 US 시장(연간 13.3%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: CUZ 의 수익(연간 3.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: CUZ의 자본 수익률은 3년 후 2.1%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/16 05:40
종가2026/09/16 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
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지분 구조10년
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경영진10년
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산업 및 섹터 지표

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분석가 소스

Cousins Properties Incorporated는 25명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David RodgersBaird
"Brendan LynchBarclays
Anthony PowellBarclays