Pulling SEC filings + quote and writing the call…

COUSINS PROPERTIES INC
Next earnings Jul 29, 2026 · consensus $0.06 EPS, $265M rev
Last earnings -2.1% on 2026-04-29
Sun Belt trophy-office REIT growing revenue 16% with a covered, rising dividend — the strong corner of a weak office sector.
The fundamentals carry the rating, but the price is rich (~92% above our fair-value estimate) — a quality-at-a-price call. The case rests on the business, not the entry; patient buyers may wait for a pullback.
Cousins Properties owns Class A office towers concentrated in high-growth Sun Belt markets (Atlanta, Austin, Charlotte, etc.) — the segment of office real estate with genuine demand tailwinds, in contrast to gateway-city offices. FY2025 revenue grew a robust 16.0% to $994M and operating income rose 18.1% to $673M (a 67.8% operating margin), reflecting strong leasing and occupancy in its premium portfolio.
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $755M | $762M | $803M | $857M | $994M |
| Gross profit | — | — | — | — | — |
| Operating income | $494M | $502M | $531M | $570M | $673M |
| Net income | $279M | $167M | $83.0M | $46.0M | $40.5M |
| Diluted EPS | $1.87 | $1.11 | $0.55 | $0.30 | $0.24 |
| Net margin | 36.9% | 21.9% | 10.3% | 5.4% | 4.1% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Sources: SEC EDGAR (CIK 0000025232, latest 10-Q filed 2026-04-29) · EODHD · analysis by claude-code · as of 6/21/2026, 8:59:32 PM.
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| 2026-06-01 | Givens Susan Director | Award | 5.68K @ $26.40 | $150K |
| 2026-06-01 | Givens Susan Director | Award | 3.39K @ $25.08 | $85.0K |
| 2026-06-01 | Nelson Dionne Director | Award | 5.68K @ $26.40 | $150K |
| 2026-06-01 | Hyland Donna Westbrook Director | Award | 5.68K @ $26.40 | $150K |
| 2026-06-01 | Hyland Donna Westbrook Director | Award | 4.58K @ $25.08 | $115K |
| 2026-06-01 | STONE R DARY Director | Award | 5.68K @ $26.40 | $150K |
| 2026-06-01 | STONE R DARY Director | Award | 4.19K @ $25.08 | $105K |
| 2026-06-01 | Griffin R Kent Jr Director | Award | 5.68K @ $26.40 | $150K |
| 2026-06-01 | Griffin R Kent Jr Director | Award | 4.19K @ $25.08 | $105K |
| 2026-06-01 | CHAPMAN ROBERT M Director | Award | 5.68K @ $26.40 | $150K |
| 2026-06-01 | Fordham Scott W Director | Award | 5.68K @ $26.40 | $150K |
| 2026-06-01 | CANNADA CHARLES T Director | Award | 5.68K @ $26.40 | $150K |
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1043 tracked peers · median
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.