Cousins Properties (CUZ)
NYSEReal EstateReit - OfficeSnapshot 2026-09-04
$29.11-0.48%
Close 2026-09-04 · 1-day change
NYSEReal EstateReit - OfficeSnapshot 2026-09-04
QuarterlyIQ Insights · CUZ
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -15.6% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 3.7% |
Growth built into the price is above our model estimate.
The price assumes 19.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 16 industry peers
CUZ — capital allocation — Creation of a Direct Financial Obligation or an Obligation under an Off-Balan…
Dated 2026-04-01
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The disclosure required by this
Why it matters: Large asset sales would improve liquidity. They would support future growth plans.
Supportive ifManagement sells assets for over $250 million in the next quarter.
Worry ifNo large asset sales occur. This shows possible issues with capital allocation.
Why it matters: Management wants to improve net income. Better results may help gain investor trust.
Supportive ifNet income increases year over year by more than 10%.
Worry ifNet income remains flat or declines year over year.
Why it matters: Higher NOI growth would show strong demand and effective leasing strategies in the Sun Belt.
Supportive ifQ3 same property NOI growth exceeds 5.5%.
Worry ifSame property NOI growth falls below 5.5%.
Why it matters: Keeping or raising FFO guidance shows good operational performance. It also shows confidence in growth.
Supportive ifFFO guidance for 2026 remains above $2.90 per share.
Worry ifFFO guidance for 2026 is revised down below $2.90 per share.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$94 on $10,000 · ±0.9% | How much price usually moves either way. |
| Bad day | $238 loss on $10,000 · 2.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,621 loss on $10,000 · 26.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Updates on the share buyback can show management's trust in the company's value.
Supportive ifManagement says the share buyback program will increase past $500 million.
Worry ifNo updates or a reduction in the share repurchase program.
Why it matters: A drop in occupancy may mean trouble keeping tenants. This could hurt revenue.
Worry ifOccupancy rates are below 90%. This may mean problems keeping tenants.
Less concerning ifOccupancy rates are above 91%. This shows stable tenant retention.
Why it matters: Operating income growth is a key priority for management. Strong results would show progress.
Supportive ifQ2 operating income increases year over year by more than 5%.
Worry ifOperating income decreases year over year or grows less than 2%.
Why it matters: Higher occupancy rates show strong demand for Cousins' properties. This supports revenue growth.
Supportive ifOccupancy rates in Q3 exceed 93%, showing strong demand for our office spaces.
Worry ifOccupancy rates fall below 90%. This suggests weakening demand in the market.
Why it matters: Maintaining revenue growth is crucial for Cousins Properties. A rebound would signal strength.
Supportive ifRevenue growth in Q2 exceeds 7% year over year.
Worry ifRevenue growth falls below 5% year over year.
Why it matters: Strong leasing shows demand for Cousins' properties. This helps revenue grow.
Supportive ifLeasing activity exceeds 1 million square feet in Q2 2026.
Worry ifLeasing activity is below 800,000 square feet in Q2 2026.
Why it matters: New investments or recycling assets can improve portfolio quality. This can also boost cash flow.
Watch forNew investments over $500 million will be announced.
Also watch forNo new strategic investments announced in the next quarter.
Why it matters: Strong leasing activity shows demand for Cousins' office spaces. This helps revenue grow.
Supportive ifLeasing activity in Q3 exceeds 900,000 square feet.
Worry ifLeasing activity in Q3 falls below 900,000 square feet.
Why it matters: The sale will give Cousins more cash. It will affect their finances and future investments.
Watch forThe sale of One Eleven Congress will close by early Q3.
Also watch forThe sale of One Eleven Congress is delayed or falls through.
Why it matters: Finalizing these leases would boost occupancy and revenue. It shows demand for Cousins' properties.
Supportive ifOver 1.2 million square feet in leases signed or negotiated by the end of Q2.
Worry ifLess than 1 million square feet of leases finalized, showing weaker demand.
Why it matters: If revenue growth in the real estate sector improves, it could benefit Cousins Properties. This would signal a better market environment.
Supportive ifSector revenue growth shows a year-over-year increase of more than 5%.
Worry ifSector revenue growth is still below 0% compared to last year.
Why it matters: Changes in FFO guidance show how management views future earnings.
Watch forManagement raises FFO guidance above $2.98 per share for the year.
Also watch forManagement lowers FFO guidance below $2.90 per share for the year.
Why it matters: This sale may affect cash flow and future investment plans.
Supportive ifThe sale of the 303 Tremont land parcel is completed in Q4 2026.
Worry ifThe sale is delayed or canceled.