Strong Q2 Results and The Link Acquisition Could Be a Game Changer for Cousins Properties (CUZ)

• Cousins Properties reported second-quarter 2025 results with revenue of US$240.13 million and net income of US$14.48 million, both higher than the same period last year, and announced the acquisition of The Link, a 292,000-square-foot office property in Dallas for US$218 million.
• The Link acquisition expands Cousins' footprint in a key Sun Belt market and brings a high occupancy asset with a weighted average lease term of over nine years into its portfolio.
• We'll explore how the strong earnings and addition of The Link may shift Cousins Properties' investment narrative and portfolio trajectory.

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Cousins Properties Investment Narrative Recap

To hold Cousins Properties, investors need to believe in the sustained strength of Sun Belt office demand, robust tenant retention, and disciplined capital allocation. The recent acquisition of The Link in Dallas and strong second-quarter earnings support the portfolio’s short-term stability, though the largest near-term catalyst remains the region’s leasing momentum. The most pressing risk is still exposure to regional economic shifts and tenant moves, and the positive news this quarter does not materially alter this consideration.

Among recent announcements, the acquisition of The Link, a high-occupancy, long-term leased, modern Dallas property, directly ties to Cousins’ Sun Belt strategy. This addition is most relevant for investors tracking moves aimed at boosting average lease terms and property quality in sought-after urban submarkets.

However, with heavy concentration in Sun Belt markets, investors should keep in mind...

Read the full narrative on Cousins Properties (it's free!)

Cousins Properties is projected to reach $1.1 billion in revenue and $69.8 million in earnings by 2028. This outlook assumes a 5.3% annual revenue growth rate and an earnings increase of $9.6 million from current earnings of $60.2 million.

Uncover how Cousins Properties' forecasts yield a $32.75 fair value, a 19% upside to its current price.

Exploring Other Perspectives

Retail investors in the Simply Wall St Community see fair value between US$32.75 and US$33.33 across two opinions. Ongoing tenant reliance stands out as a recurring concern, making it important to compare different viewpoints before making up your mind.

Explore 2 other fair value estimates on Cousins Properties - why the stock might be worth as much as 21% 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.

• A great starting point for your Cousins Properties research is our analysis highlighting 3 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.

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