-+ 0.00%
-+ 0.00%
-+ 0.00%

Cousins Properties (CUZ) Is Down 11.3% After Buying Fully Leased Charlotte Tower And Posting 2025 Results

Simply Wall St·02/16/2026 09:13:38
Listen to the news
  • Cousins Properties reported past full-year 2025 results with revenue of US$993.82 million and net income of US$40.5 million, while also acquiring the fully leased 638,000-square-foot 300 South Tryon office property in Uptown Charlotte for US$317.5 million.
  • The combination of higher sales and revenue with a premium, fully occupied Charlotte asset funded partly by non-core asset sales highlights Cousins’ focus on strengthening its Sun Belt office portfolio and income visibility.
  • We’ll now examine how the fully leased 300 South Tryon acquisition shapes Cousins Properties’ existing investment narrative and future assumptions.

The future of work is here. Discover the 32 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation.

Cousins Properties Investment Narrative Recap

To own Cousins Properties, you need to be comfortable with a focused Sun Belt office strategy and the execution risk that comes with it. The 300 South Tryon acquisition appears supportive of near term income visibility, but weaker 2025 net income and earnings per share keep leasing progress and balance sheet discipline as the key short term catalyst and the most immediate risk if conditions in its markets soften.

The full year 2025 earnings release is central here, as it pairs higher revenue with lower net income, giving context to a large, fully leased acquisition funded partly by asset sales and financing. Together, these moves frame how Cousins is reshaping its portfolio quality at the same time that office sector headwinds and tenant decisions remain critical to watch.

Yet alongside the appeal of a modern, fully leased tower, investors should be aware that...

Read the full narrative on Cousins Properties (it's free!)

Cousins Properties' narrative projects $1.1 billion revenue and $65.7 million earnings by 2028. This requires 5.2% yearly revenue growth and about a $5.5 million earnings increase from $60.2 million today.

Uncover how Cousins Properties' forecasts yield a $31.08 fair value, a 38% upside to its current price.

Exploring Other Perspectives

CUZ 1-Year Stock Price Chart
CUZ 1-Year Stock Price Chart

Two fair value estimates from the Simply Wall St Community cluster between US$31.08 and US$37.82 per share, well above the recent market price. Against that, concentrated Sun Belt exposure and office demand uncertainty give you important context for how such valuations might be tested over time.

Explore 2 other fair value estimates on Cousins Properties - why the stock might be worth just $31.08!

Build Your Own Cousins Properties Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

Looking For Alternative Opportunities?

Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.