Cousins Properties Inc
COUSINS PROPERTIES INC is classified under Real Estate / Real Estate Investment Trusts and appears profitable on the latest normalized snapshot.
Business. Cousins Properties Inc. (NYSE: CUZ) is a commercial real estate investment trust that generates revenue primarily through rental income. The company is headquartered in the United States and operates within the commercial REITs industry. Specific details regarding its operating segments and geographic mix are not provided in the available data.
Analyst recommendations
12 analysts · consensus BuyAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
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- Company
- EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
- Congressional trades
- CongressLisa McClain — Cousins Properties Incorporated2025-07-16 · Republican · MI · Sale · $1,001 - $15,000
- CongressLisa McClain — Cousins Properties Incorporated2025-07-10 · Republican · MI · Purchase · $1,001 - $15,000
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
Cousins Properties Inc. (NYSE: CUZ) is a commercial real estate investment trust that generates revenue primarily through rental income. The company is headquartered in the United States and operates within the commercial REITs industry. Specific details regarding its operating segments and geographic mix are not provided in the available data.
COUSINS PROPERTIES INC (CUZ) is currently classified as Equity REITs within Real Estate Investment Trusts (Real Estate). Classification confidence: 0.93 (rule-based classification). Capital structure on the latest snapshot: total assets 9,040,873,000 USD, total equity 4,483,676,000, short-term debt 0, long-term debt 0. Net cash position is approximately 6,699,000 USD. Self-calculated market cap is 5,434,103,040 USD (market_price × shares_outstanding_diluted). Profitability profile: revenue 531,637,000, gross profit 0, operating income 362,407,000, net income 1,302,000. Return on equity ~0.9%. Return on assets ~0.4%. Operating-cash-flow to net-income ratio is 9.93. Risk profile from automated assessment: liquidity risk low, dilution risk medium. Flags: Source documents mention dilution or offering risk.. Recent news context: [TRIGGER] 8-K: 8-K (sec_8k_material) on CUZ — filing_type=8-K; max_severity=medium; ignored_items=['9.01']; material_items=['2.02']; all_items_found=['2.02', '9.01']; severity_per_code={'2.02': 'medium'}; contributing_watchers=sec_8k_material (source=sec_8k_material; url=0000025232-26-000061). Additional context: 8-K: filing_type=8-K; max_severity=medium; ignored_items=['9.01']; material_items=['2.02']; all_items_found=['2.02', '9.01']; severity_per_code={'2.02': 'medium'}; contributing_watchers=sec_8k_material.
- Observed GAAP P/E is about 134.17x.
- Return on equity is about 0.9%.
- Debt to equity is about 0.0x.
- [TRIGGER] 8-K: 8-K (sec_8k_material) on CUZ — filing_type=8-K; max_severity=medium; ignored_items=['9.01']; material_items=['2.02']; all_items_found=['2.02', '9.01']; severity_per_code={'2.02': 'medium'}; contributing_watchers=sec_8k_material (source=sec_8k_material; url=0000025232-26-000061)
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- These forward-looking statements include information about possible or assumed future results of the business and our financial condition, liquidity, results of operations, plans, and objectives.
Bull / Bear case
Generated · model-assistedCash conversion of 9.93 is best-in-class compared to the 1.13 median among 178 Commercial REIT peers.
Revenue grew 3.3% annually from FY2023 to FY2025, demonstrating consistent top-line expansion over the two-year period.
Operating income increased to $673.3 million in FY2025, reflecting strong core business profitability despite net income volatility.
Net margin of 4.1% falls in the bottom quartile of the Commercial REIT cohort, signaling weak bottom-line profitability.
Return on equity of 0.9% is well below the 3.3% median for Commercial REITs, showing poor shareholder value creation.
Medium dilution risk flags potential erosion of existing shareholder value through future equity issuance or similar actions.
Net debt to EBITDA of 3.06 indicates moderate leverage, which could constrain financial flexibility during economic downturns.
In focus — financials by report
Revenue $531.6M; Operating income $362.4M.
- ▍Revenue $531.6M
- ▍Operating income $362.4M
- ▍Net margin 0.2%
Revenue $263.1M; Operating income $180.1M.
- ▍Revenue $263.1M
- ▍Operating income $180.1M
- ▍Net margin -9.4%
Revenue $993.8M; Operating income $673.3M.
- ▍Revenue $993.8M
- ▍Operating income $673.3M
- ▍Net margin 4.1%
Revenue $856.8M; Operating income $570.3M.
- ▍Revenue $856.8M
- ▍Operating income $570.3M
- ▍Net margin 5.4%
Revenue $856.8M; Operating income $570.3M.
- ▍Revenue $856.8M
- ▍Operating income $570.3M
- ▍Net margin 5.4%
Revenue $802.9M; Operating income $531.1M.
- ▍Revenue $802.9M
- ▍Operating income $531.1M
- ▍Net margin 10.3%
Revenue $802.9M; Operating income $531.1M.
- ▍Revenue $802.9M
- ▍Operating income $531.1M
- ▍Net margin 10.3%
Valuation FY
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Source documents mention dilution or offering risk.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Actions
Ask Handelsavisen
- Market data
- Regulatory filings
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Reference data
- Cash Conversion Ratiooperating_cash_flow / net_income
- Market Priceinput from market-data provider (delayed close or quote-shim mid)
- Ev To Revenueenterprise_value / revenue
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- Return On Equitynet_income / total_equity
- Market Capmarket_price * shares_outstanding_diluted
- COUSINS PROPERTIES INC company facts · 2026-08-01
- COUSINS PROPERTIES INC 10-Q 2026-07-30 · 2026-08-01
- COUSINS PROPERTIES INC 10-Q 2026-04-29 · 2026-08-01
- COUSINS PROPERTIES INC 10-K 2026-02-05 · 2026-08-01
- COUSINS PROPERTIES INC 10-Q 2025-10-30 · 2026-08-01
- 8-K (sec_8k_material) on CUZ · 2026-08-01
- Cousins Properties Inc Market data — analyst estimates · 2026-08-01
- Cousins Properties Inc Market data — ESG · 2026-08-01
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,15 %$286M
- Investment Managers · as of 2026-03-310,04 %$61M
- Institutional Investor · as of 2026-03-310,03 %$100M
- Investment Managers · as of 2026-03-310,01 %$58M
- Funds · as of 2026-03-310,01 %$76M
- Investment Managers · as of 2024-06-300,01 %$490M
- Investment Managers · as of 2026-03-310,01 %$68M
- Investment Managers · as of 2025-12-310,01 %$644M
- Investment Managers · as of 2026-03-310,01 %$19M
- Investment Managers · as of 2026-03-310,01 %$15M
- Investment Managers · as of 2026-03-310,01 %$62M
- Investment Managers · as of 2024-12-310,01 %$25M
- Investment Managers · as of 2026-03-310,01 %$186M
- Institutional Investor · as of 2026-03-310,01 %$33M
- Investment Managers · as of 2026-03-310,00 %$28M
- Investment Managers · as of 2026-03-310,00 %$78M
- Investment Managers · as of 2026-03-310,00 %$29M
- Institutional Investor · as of 2022-09-300,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$5M
- Investment Managers · as of 2026-03-310,00 %$11M
- Investment Managers · as of 2026-03-310,00 %$10M
- Brokerage Firms · as of 2026-03-310,00 %$6M
- Investment Managers · as of 2026-03-310,00 %$31M
- Investment Managers · as of 2026-03-310,00 %$7M
- Institutional Investor · as of 2026-03-310,00 %$7M
- Brokerage Firms · as of 2026-03-310,00 %$6M
- Investment Managers · as of 2026-03-310,00 %$2M
- Institutional Investor · as of 2026-03-310,00 %$2M
- Investment Managers · as of 2026-03-310,00 %$2M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
Insider activity
- Director · Common StockOther 5 681 @ $26,40$150K · 2026-06-01
- Director · Common StockOther 4 585 @ $25,08$115K · 2026-06-01
- Director · Common StockOther 4 186 @ $25,08$105K · 2026-06-01
- Director · Common StockOther 5 681 @ $26,40$150K · 2026-06-01
- Director · Common StockOther 5 681 @ $26,40$150K · 2026-06-01
- Director · Common StockOther 5 681 @ $26,40$150K · 2026-06-01
- Director · Common StockOther 3 389 @ $25,08$85K · 2026-06-01
- Director · Common StockOther 5 681 @ $26,40$150K · 2026-06-01
- Director · Common StockOther 5 681 @ $26,40$150K · 2026-06-01
- Director · Common StockOther 5 681 @ $26,40$150K · 2026-06-01
- Director · Common StockOther 4 186 @ $25,08$105K · 2026-06-01
- Director · Common StockOther 5 681 @ $26,40$150K · 2026-06-01
- EVP and CFO · Common StockOther 9 821 @ $22,46$221K · 2026-02-17
- EVP, General Counsel · Common StockOther 4 143 @ $22,46$93K · 2026-02-17
- President & CEO · Common StockOther 31 044 @ $22,46$697K · 2026-02-17
- Executive Vice President · Common StockOther 4 640 @ $22,46$104K · 2026-02-17
- SVP, Chief Accounting Officer · Common StockOther 1 936 @ $22,46$43K · 2026-02-17
- Executive Vice President · Common StockOther 4 873 @ $22,46$109K · 2026-02-17
- EVP, Chief Investment Officer · Common StockOther 6 235 @ $22,46$140K · 2026-02-17
- EVP, Chief Investment Officer · Common StockOther 21 371 @ $22,46$480K · 2026-02-13
- EVP, General Counsel · Common StockOther 12 645 @ $22,46$284K · 2026-02-13
- Executive Vice President · Common StockOther 15 316 @ $22,46$344K · 2026-02-13
- Executive Vice President · Common StockOther 14 693 @ $22,46$330K · 2026-02-13
- EVP and CFO · Common StockOther 31 167 @ $22,46$700K · 2026-02-13
- President & CEO · Common StockOther 102 404 @ $22,46$2,3M · 2026-02-13
Short positioning
Geographic breakdown
Intel & risk
no material change vs prior analysis (walked 17 fields; 4 schema-expansion field(s) excluded)
- Narrative— → —medium
- Conclusion— → —medium
- Key takeaways— → —medium
- Company share pct— → —medium
Evidence & claims
From filings & derived data- EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): -20.0%Derived (calculated)
- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): -22.2%Derived (calculated)
- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 0.5%Derived (calculated)
- Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 6.5%Derived (calculated)
- Total assets (YoY) (2025-12-31 vs 2024-12-31): 1.0%Derived (calculated)
- Net income (YoY) (2025-12-31 vs 2024-12-31): -11.9%Derived (calculated)
- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): -3.4%Derived (calculated)
- Revenue (YoY) (2025-12-31 vs 2024-12-31): 16.0%Derived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): -20.0%Derived (calculated)
- Long-term debt (YoY) (2025-12-31 vs 2024-12-31): 7.9%Derived (calculated)
- Cost of revenue (YoY) (2025-12-31 vs 2024-12-31): 12.1%Derived (calculated)
- Net margin (FY 2025-12-31): 4.1%Derived (calculated)
- Return on equity (FY 2025-12-31): 0.9%Derived (calculated)
- Return on assets (FY 2025-12-31): 0.5%Derived (calculated)
- Operating income (YoY) (2025-12-31 vs 2024-12-31): 18.1%Derived (calculated)
- Debt-to-equity (FY 2025-12-31): 0.89xDerived (calculated)
- Cash & equivalents (annual): USD 5.72MSEC XBRL filing
- Total assets (annual): USD 8.89BSEC XBRL filing
- Total liabilities (annual): USD 4.19BSEC XBRL filing
- Interest expense (annual): USD 159.24MSEC XBRL filing
- EPS (diluted) (annual): USD-PER-SHARES 0SEC XBRL filing
- Revenue (annual): USD 993.82MSEC XBRL filing
- Net income (annual): USD 40.5MSEC XBRL filing
- Cost of revenue (annual): USD 314.5MSEC XBRL filing