Truist Securities downgrades Cousins Properties stock to Hold on office sector caution

Published 02/07/2025, 15:22
Truist Securities downgrades Cousins Properties stock to Hold on office sector caution

Investing.com - Truist Securities downgraded Cousins Properties (NYSE:CUZ) from Buy to Hold on Wednesday, while raising its price target to $31.00 from $29.00. The $4.95 billion office REIT currently trades at $29.47, with InvestingPro data showing a notably high P/E ratio of 86.5.

The downgrade comes despite Cousins Properties being the second-best performing office REIT stock in Truist’s coverage universe year-to-date, down just 3% compared to the VNQ index’s 1% gain.

Truist cited its "relatively cautious view of the office sector overall" as a key factor in the rating change, which also affected another office REIT, downgraded in the same analysis.

The firm noted that while Cousins Properties maintains low financial leverage compared to other office REITs, it is merely average when measured against the 15 apartment and healthcare REITs in Truist’s coverage.

Truist’s analysis determined that Cousins Properties’ projected earnings growth rates and PEG ratios are "less attractive than for most of the apartment and healthcare REITs" in their coverage universe.

In other recent news, Cousins Properties reported its first-quarter 2025 earnings, revealing an earnings per share (EPS) of $0.12, which fell short of analysts’ expectations of $0.16. However, the company exceeded revenue forecasts, achieving $250.33 million compared to the anticipated $230.51 million. Cousins Properties has also priced a $500 million offering of senior unsecured notes at 5.250% due in 2030, with the transaction expected to close on June 6, 2025. The proceeds from this offering will be used to repay existing senior notes due in 2025 and to reduce borrowings under the company’s credit facility. Additionally, Cousins Properties declared a cash dividend of $0.32 per common share for the second quarter of 2025. Portfolio occupancy improved to 90%, and the company raised its full-year funds from operations (FFO) guidance to $2.79 per share, reflecting a 3.7% growth. The firm’s strategic focus remains on development and acquisition in high-growth Sun Belt markets, with major financial institutions such as Wells Fargo (NYSE:WFC) Securities and J.P. Morgan managing the senior notes offering.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.