“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 ↗
Cousins Properties Incorporated
CUZ
Market read
Cousins Properties Incorporated's move is spreading beyond its market group.
CUZ accounts for 0.6% of the group's measured movement across 7.2 effective names. raw member direction is mixed; 8 of 12 session-normalized paths align to the downside. Capital-flow agreement is 12%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Is this move genuinely shared?
No material onset for CUZ could be timestamped inside the aligned 5-minute window.
3 of 16 members in Real Estate Services are active. 0 of 5 disclosed connections are confirming.
- At least 11 of 16 durable members become active together.
- Capital-flow agreement rises above 55%.
- REG remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 5 of 16 members or fewer.
Research brief
The story so far
CUZ accounts for 0.6% of the group's measured movement across 7.2 effective names. raw member direction is mixed; 8 of 12 session-normalized paths align to the downside. Capital-flow agreement is 12%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- At least 11 of 16 durable members become active together.
- Capital-flow agreement rises above 55%.
- REG remains aligned with the group in the next market snapshot.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- 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.
- Net margin changed -1.3 percentage points in the latest annual period.
- Diluted shares increased 9.5% in the latest annual period.
- P/E is 193% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
27.94Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“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 ↗
“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 8.1×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 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 Early Follower 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.