How Rising Revenue and FFO Guidance at Cousins Properties (CUZ) Are Shaping Its Investment Story

Cousins Properties reported its third quarter 2025 results, with revenue rising to US$248.33 million from US$209.21 million a year earlier, while net income decreased to US$8.59 million from US$11.2 million over the same period. The company raised its full-year funds from operations (FFO) guidance and recently acquired The Link, a major office property in Uptown Dallas, reflecting ongoing efforts to strengthen its Sun Belt market presence. We’ll explore how the combination of higher revenues and updated FFO guidance updates Cousins Properties’ investment narrative.

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Cousins Properties Investment Narrative Recap

To be a shareholder in Cousins Properties, you need to believe in the long-term strength of Sun Belt office markets and the company's ability to manage evolving tenant needs. While higher third quarter revenues and raised FFO guidance highlight operational momentum, the most important short-term catalyst remains stable occupancy, and the biggest risk continues to be tenant move-outs, neither appears materially affected by this quarter’s results.

The acquisition of The Link in Uptown Dallas is especially relevant, as it boosts Cousins' portfolio quality in a high-demand submarket and directly ties to the company’s focus on accretive growth, an ongoing catalyst for improving earnings stability and margin expansion in core regions.

However, investors should also consider that, despite Sun Belt growth, exposure to regional economic downturns could mean...

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 a $5.5 million earnings increase from $60.2 million today.

Uncover how Cousins Properties' forecasts yield a $32.83 fair value, a 28% upside to its current price.

Exploring Other PerspectivesCUZ Earnings & Revenue Growth as at Oct 2025

Simply Wall St Community members have set fair value estimates for Cousins Properties between US$30.94 and US$32.83, collecting input from 2 perspectives. As you consider these varied outlooks, remember that large tenant move-outs can add earnings volatility, which may matter for future performance, explore additional viewpoints to see how others are weighing these factors.

Explore 2 other fair value estimates on Cousins Properties - why the stock might be worth as much as 28% more than the current price!

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.

Story Continues

A great starting point for your Cousins Properties research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision. Our free Cousins Properties research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Cousins Properties' overall financial health at a glance.

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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.

Companies discussed in this article include CUZ.

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