Cousins Properties Incorporated (CUZ) Stock Price & Analysis
Cousins Properties Incorporated (CUZ) closed at USD 28.67 on Thursday, October 22, 2026, up 3.39% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 27.73; the Oct 22, 2026 session ranged USD 27.63–28.73 on volume of 1,481,000 shares. Market capitalization is $4.72B, with a 52-week range of USD 21.03–32.95 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:59 UTC.
Also available as compact Markdown for AI agents: nexqual.com/CUZ.md
Key facts (CUZ)
- Last four reported quarters (through Jun 30, 2026): revenue $1.03B, net income $6.4M (0.6% margin) (SEC filings).
- Valuation: P/E 734.6x (avg 84.9x at the last 3 fiscal year-ends), EV/EBITDA 7.5x, net debt $3.73B.
- 1 of 80 tracked superinvestors hold CUZ (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 1 Form 4 filings, $178K; 1 not under a Rule 10b5-1 plan ($178K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 1.91 on a 1–5 scale) (11 analysts), mean target USD 33.36 (range 30–36).
- Total return with dividends: 1Y +13.0% vs S&P 500 +14.9%; 5Y -8.7% vs S&P 500 +80.3%.
- Next earnings: 2026-10-29, EPS estimate USD 0.1, revenue estimate $263M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (CUZ)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $755M | $762M | $803M | $857M | $994M | $1.03B |
| Gross profit | $496M | $504M | $536M | $576M | $679M | — |
| Operating income | $494M | $502M | $531M | $570M | $673M | $704M |
| Net income | $279M | $167M | $83.0M | $46.0M | $40.5M | $6.4M |
| EPS (diluted) | $1.87 | $1.11 | $0.55 | $0.30 | $0.24 | — |
| Free cash flow | — | $22.9M | $88.8M | $148M | $135M | — |
| Gross margin | 65.6% | 66.1% | 66.8% | 67.2% | 68.4% | — |
| Operating margin | 65.4% | 65.9% | 66.1% | 66.6% | 67.8% | 68.0% |
| Net margin | 36.9% | 21.9% | 10.3% | 5.4% | 4.1% | 0.6% |
| Revenue growth | +2.0% | +1.0% | +5.3% | +6.7% | +16.0% | — |
| Cash + short-term investments | $8.9M | $5.1M | $6.0M | $7.3M | $5.7M | — |
| Total debt | $2.24B | $2.33B | $2.46B | $3.10B | $3.34B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (CUZ)
P/E 734.6x · P/S 4.6x · EV/EBITDA 7.5x · EV/Sales 8.2x · P/B 1.1x · Earnings yield 0.14% · Dividend yield (paid, TTM) 4.56% · Net debt $3.73B · EV $8.45B
P/E at fiscal year-ends: Dec 2025 107.4x, Dec 2024 102.7x, Dec 2023 44.6x.
Superinvestors (SEC 13F-HR, Q2 2026) (CUZ)
1 of 80 tracked investors hold CUZ. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Christopher Davis | Davis Advisors | 0.07% | $17.2M | Reduced -2.2% |
Insider sales (SEC Form 4, open-market, last ~7 months) (CUZ)
0 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-20 | Symes Jeffrey D | SVP, Chief Accounting Officer | 6,033 | $178K | 26.6% | No | Too little history (no open-market trades in 2023) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (CUZ)
Consensus Buy (mean 1.91 on a 1–5 scale), 11 analysts; mean target USD 33.36 (low 30, high 36).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-21 | Evercore ISI Group | Target lowered | Outperform | $35 → $33 |
| 2026-08-14 | Baird | Target raised | Outperform | $33 → $35 |
| 2026-07-21 | Barclays | Target raised | Overweight | $28 → $34 |
| 2026-07-21 | Mizuho | Target raised | Outperform | $27 → $33 |
| 2026-07-06 | Evercore ISI Group | Target raised | Outperform | $32 → $34 |
| 2026-06-26 | Truist Securities | Target raised | Hold | $24 → $30 |
Total return (dividends reinvested) (CUZ)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +13.0% | -8.7% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +13.0% | -1.8% |
| Volatility (annualized) | 26.7% | 29.0% |
| Max drawdown | -20.9% (Jan 2026→Mar 2026) | -53.6% (Jan 2022→Oct 2023) |
CUZ revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Rental property revenues | $265.7M | 99.0% | +11.8% |
| Fees and other | $2.8M | 1.0% | +16.7% |
| Fee income | $2.3M | 0.8% | +358.9% |
| Termination fee income | $2.2M | 0.8% | — |
| Other | $547,000 | 0.2% | -71.5% |
| Total revenue | $268.5M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
CUZ suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Neuhoff Holdings | “•Loaned our Neuhoff joint venture partner $19.6 million at an interest rate of SOFR plus 625 basis points.” |
Quoted from the company's 10-K filed Feb 5, 2026.
CUZ analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.10 | $0.09 | +11.1% | $263.2M | 1 |
| Next quarter (ends Dec 2026) | $0.10 | $0.08 | +25.0% | $263.9M | 1 |
| Current fiscal year (ends Dec 2026) | $0.22 | $0.09 | +131.6% | $1.06B | 3 |
| Next fiscal year (ends Dec 2027) | $0.46 | $0.40 | +15.0% | $1.08B | 1 |
CUZ options: expected move
Options price a move of about ±8.5% (±$2.45) by Nov 20, 2026, which includes earnings on Oct 29, 2026. Over the last 8 reports the stock moved ±1.9% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 30.3% | ±8.5% |
| Jan 15, 2027 | 84 | 26.9% | ±12.6% |
| Apr 16, 2027 | 175 | 31.1% | ±18.5% |
30-day implied volatility 32.7% vs 24.2% realized over the last 30 trading days. Put/call ratio (volume) 0. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:59 UTC)
| Price | USD 28.67 |
|---|---|
| Change | ▲ 3.39% (up) |
| Previous Close | USD 27.73 |
| Open | USD 27.65 |
| Day Range | USD 27.63 – 28.73 |
| 52-Week Range | USD 21.03 – 32.95 |
| Volume | 1,481,000 shares |
| Market Cap | $4.72B |
| Exchange | NYQ |
Technical Analysis (CUZ)
Nexqual's technical model rates CUZ "NEUTRAL" based on 4 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 09:59 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 56.72 (neutral) |
| vs SMA50 | Above (USD 28.44) |
| MACD | -0.16 (negative) |
Analyst Ratings (CUZ)
Wall Street analysts rate CUZ "Buy" based on 11 analysts, with a mean price target of USD 33.36 (range USD 30–36), per Nexqual as of October 23, 2026 at 09:59 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 11 |
| Mean Target | USD 33.36 |
| High Target | USD 36 |
| Low Target | USD 30 |
| Buy / Hold / Sell | 10 / 1 / 0 |
Earnings (CUZ)
| Next Earnings Date | 2026-10-29 |
|---|---|
| EPS Estimate | USD 0.1 |
| Revenue Estimate | $263.22M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.1 vs est 0.08 ▲ beat |
| 2026-03-31 | USD 0.07 vs est 0.06 ▲ beat |
| 2025-12-31 | USD 0.06 vs est 0.06 ▲ beat |
| 2025-09-30 | USD 0.05 vs est 0.1 ▼ miss |
Source: Nexqual, October 23, 2026 at 09:59 UTC.
Financials & Fundamentals (CUZ)
| Total Revenue | $1.03B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +11.60% |
| Gross Margin | +67.78% |
| Operating Margin | +24.23% |
| Profit Margin | +0.63% |
| ROE | +0.15% |
| Debt / Equity | 0.84 |
| Current Ratio | 0.52 |
| Total Cash | $6.70M |
| Total Debt | $3.78B |
| Free Cash Flow (fiscal year ended Dec 2025, SEC 10-K) | $135.04M (13.6% of revenue) |
Source: Nexqual, October 23, 2026 at 09:59 UTC.
Financial Health Score (CUZ)
Nexqual rates Cousins Properties Incorporated's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:59 UTC.
| Growth | Strong — Revenue +16% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 68%, operating 24% (last 12 months) |
| Balance Sheet | Weak — $7M cash and investments vs $3.73B debt (Jun 2026, SEC) |
| Cash Flow | Solid — FCF $135M (FY ended Dec 2025, 10-K), 14% margin |
| Efficiency | Weak — ROE 0%, ROA 1.6% |
Ownership (CUZ)
| Insider Ownership | +0.99% |
|---|---|
| Institutional Ownership | +112.45% |
| Shares Outstanding | 164.60M |
| Float | 162.05M |
| Short % of Float | +10.62% |
Source: Nexqual, October 23, 2026 at 09:59 UTC.
Leadership (CUZ)
Cousins Properties Incorporated is led by Michael Colin Connolly, President, CEO & Director, per Nexqual as of October 23, 2026 at 09:59 UTC.
| President, CEO & Director | Michael Colin Connolly |
|---|---|
| Executive VP & CFO | Gregg D. Adzema |
| Executive Vice President of Operations | Richard G. Hickson |
| Executive Vice President of Development | John S. McColl |
| Vice President of Finance & Investor Relations | Roni Imbeaux |
Major Backers & Investors (CUZ)
Notable institutional backers of Cousins Properties Incorporated include Principal Financial Group, Inc., Apg Asset Management US Inc., Massachusetts Financial Services Co., according to Nexqual as of October 23, 2026 at 09:59 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Principal Financial Group, Inc. | 7.74% |
| Apg Asset Management US Inc. | 4.45% |
| Massachusetts Financial Services Co. | 3.21% |
| CenterSquare Investment Management LLC | 2.62% |
| Principal Funds, Inc-Real Estate Securities Fund | 2.34% |
| Millennium Management | 2.27% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 14.32% |
| BlackRock | 14.22% |
| State Street | 4.85% |
| Geode Capital | 2.09% |
Source: Nexqual, October 23, 2026 at 09:59 UTC.
From Cousins Properties Incorporated's Latest SEC 10-K Filing (filed 2026-02-05)
Key Strengths & Strategy (as disclosed to the SEC)
- To implement this disciplined approach, we maintain a simple, flexible, and low-leveraged balance sheet, which allows us to pursue compelling growth opportunities at the most advantageous points in the cycle.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| KRC | Kilroy Realty Corporation | USD 35.96 | ▲ 4.44% |
| CDP | COPT Defense Properties | USD 33.83 | ▲ 2.24% |
| SLG | SL Green Realty Corp | USD 49.19 | ▲ 5.38% |
| HIW | Highwoods Properties, Inc. | USD 30.47 | ▲ 4.24% |
| VNO | Vornado Realty Trust | USD 34.34 | ▲ 4.41% |
| ARE | Alexandria Real Estate Equities | USD 43.33 | ▲ 2.53% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:59 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt