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Cousins Properties Incorporated

CUZ

Real Estate · 27.64 +0.1% today

Partial group confirmationMarket checked 30 Sept, 15:55 GMT-4

Market read

Cousins Properties Incorporated's move is being confirmed by its market group.

CUZ accounts for 1.3% of the group's measured movement across 5.9 effective names. raw member direction is mixed; 7 of 12 SPY-adjusted paths align to the upside. Capital-flow agreement is 13%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveFlat / inactive path#11 of 12 by movement share
Group movement share1.3%Absolute path energy—not portfolio weight
Relative path+0.13%flat
Effective breadth5.9 / 12broad
Relative alignment7/12upside path · 3 counter-moving
Capital-flow agreement13%not yet clean
SEQUENCE READ

No material onset for CUZ could be timestamped inside the aligned 5-minute window.

EVIDENCE COVERAGE

7 of 18 members in Real Estate Services are active. 0 of 5 disclosed connections are confirming.

What would change this read
  • At least 12 of 18 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as JBGS begins moving with the group.

Invalidation: The live read weakens if participation falls to 6 of 18 members or fewer.

Watch this read

Research brief

The story so far

Real Estate · REIT - Office

CUZ accounts for 1.3% of the group's measured movement across 5.9 effective names. raw member direction is mixed; 7 of 12 SPY-adjusted paths align to the upside. Capital-flow agreement is 13%, so confirmation is not yet clean. No verified headline preceded the measured group move.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • At least 12 of 18 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as JBGS begins moving with the group.

Company research

Understand the business, not just the ticker

As of Oct 1, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations341
Usable filing statements82
Verified relationships5
Evidence supporting the case
  • Latest annual revenue changed +16.0% year over year.
  • Operating margin changed +1.2 percentage points in the latest annual period.
  • Operating cash flow covered net income at 9.93x in the latest annual period.
  • Credit and interest rates has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Net margin changed -1.3 percentage points in the latest annual period.
  • Diluted shares increased 9.5% in the latest annual period.
Questions before a position
  • P/E is 192% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 30, 2026

27.64
6m+22.5%12m-2.2%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$755.1M+2.0%$1.87+0.2%
2022-12-31$762.3M+1.0%$1.11+1.0%
2023-12-31$802.9M+5.3%$0.55+1.1%
2024-12-31$856.8M+6.7%$0.30+1.3%
2025-12-31$993.8M+16.0%$0.24+9.5%

What management says matters

Persistent and emerging business drivers

Capital investment and capacitymixed · 4 filings
“32 Capital expenditures increased $7.4 million between the 2026 and 2025 six month periods, primarily due to partial redevelopment activity at 201 North Tryon, 550 South, and Hayden Ferry.”
10-Q · Jul 30, 2026 ↗
Credit and interest ratespositive · 4 filings
“These inflows were partially offset by increased interest payments from increased average balances on the credit facility and the senior note issuances in June 2025 and February 2026.”
10-Q · Jul 30, 2026 ↗
Legal and regulatory exposuremixed · 1 filings
“Litigation The Company is subject to various legal proceedings, claims, and administrative proceedings arising in the ordinary course of business, some of which are expected to be covered by liability insurance.”
10-K · Feb 5, 2026 ↗

Valuation discipline

Descriptive valuation snapshot

Price/sales 4.7× · EV/sales 8.0×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

27.64+0.1% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 30 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for CUZ. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for CUZ. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind CUZ

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

BATRAAtlanta Braves Holdings, Inc.partnerFeb 5, 2026 ▾

“TL CO Proscenium, LLC ("Proscenium") — Proscenium is a joint venture between the Company, with a 20 % interest, and Town Lane, with an 80 % interest, formed in August 2024 to purchase, own, and operate an office property in F-19 Table of Contents Midtown Atla…”

CRD-AFiling-linked namepartnerFeb 5, 2026 ▾

“Crawford Long—CPI, LLC ("Crawford Long" ) — Crawford Long is a 50 - 50 joint venture between the Company and Emory University that owns Emory University Hospital Midtown, a 358,000 square foot medical office building located in Atlanta, Georgia.”

JPMJPMorgan Chase & Co.lenderApr 29, 2026 ▾

“10.4 Sixth Amended and Restated Credit Agreement, dated as of April 1, 2026, by and among Cousins Properties Incorporated, as the Parent, Cousins Properties LP, as the Borrower, JPMorgan Chase Bank, N.A., as Syndication Agent and an L/C issuer, Bank of Americ…”

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

CUZ is currently a Leader in the organic co-movement group Real Estate Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.