Cousins Properties (CUZ)
NYSEReal EstateReit - OfficeSnapshot 2026-11-04
$30.33+3.73%
Close 2026-11-04 · 1-day change
NYSEReal EstateReit - OfficeSnapshot 2026-11-04
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 | 10.0% |
| Our one-year growth estimate | diamond | 2.8% |
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
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and long-term interest rates.
Based on historical daily prices through 2026-11-04.
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.
Growth built into the price is above our model estimate.
The price assumes 7.2 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 12 industry peers · Company calendar date is not available
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: Cousins raised its 2026 FFO range after leasing and fee income topped its prior forecast. Results below the range would weaken that progress.
Supportive ifFull-year 2026 FFO per share lands within or above the raised range of $2.95–$2.99.
Worry ifFull-year 2026 FFO per share falls below $2.95, or the company cuts its range before year end.
Why it matters: Cousins says its FFO guidance excludes settlement of these shares. Their settlement changes the share count used in the next results.
Watch forCousins settles the 3.9 million forward shares and reports FFO per share within or above $2.95–$2.99.
Also watch forCousins settles the shares and reports FFO per share below $2.95, or cuts its range after settlement.
Why it matters: The 2026 FFO range assumes this sale closes in the fourth quarter. A missed sale would leave a stated guidance assumption unmet.
Worry ifCousins announces the sale of the 303 Tremont land parcel by December 31, 2026.
Less concerning ifThe sale has not closed by December 31, 2026, or Cousins removes it from its 2026 assumptions.
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 | ±$99 on $10,000 · ±1.0% | How much price usually moves either way. |
| Bad day | $242 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 | $2,093 loss on $10,000 · 20.9% | 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.