Education
About Us
Working with TipRanks
Follow Us
CTO Realty Growth (CTO)
NYSE:CTO
Earnings Data
Report Date
Apr 23, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.03Last Year’s EPS
0.01Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a largely constructive operational and strategic picture: strong leasing momentum (Q4 and full-year), record occupancy, accretive acquisitions and dispositions, improved liquidity and an upward earnings outlook for 2026. Headwinds include modest total same-property NOI growth driven by a few noncore issues, timing shifts in signed-not-open recognition (reduced near-term visibility), temporary downtime from anchor conversions, and still-elevated leverage that will require asset recycling or pipeline rent to meaningfully reduce. On balance the positive operational trends, clear pipeline, and forward guidance outweigh the challenges, but execution on timing and deleveraging will be important to sustain the outlook.Company Guidance
Record High Leased Occupancy
Leased occupancy reached a record 95.9% at year-end, reflecting strong leasing and portfolio demand.
Strong Shopping Center Same-Property NOI Growth
Same-property NOI for shopping centers increased 4.3% in Q4 2025 (shopping centers represent 93% of total same-property NOI), driving portfolio operating growth.
Robust Leasing Activity and Rent Escalation
Q4 signed 189,000 sq ft (167,000 sq ft comparable) with a cash rent increase of 31%; full-year signed 671,000 sq ft (592,000 sq ft comparable) with a cash rent increase of 24%.
Progress Re-Tenanting Anchor Spaces and Strong Rent Spread
Resolved 7 of 10 anchor vacancies in 2025 totaling 177,000 sq ft; company expects a positive cash rent spread of ~60% (high end of previously disclosed target).
Signed-Not-Open Pipeline Supporting Near-Term Earnings
Signed-not-open (SNO) pipeline totals $6.1 million (~5.8% of annual cash base rents) with almost half expected to be recognized in 2026 and 100% in 2027, positioning for meaningful earnings growth.
Acquisitions and Yield Profile
Acquired Pompano Citi Center for $65.2M (509k sq ft, 92% occupied plus 62k sq ft shelf space) and closed $166M of investments in 2025 at a weighted average initial cash yield of 9%.
Capital Recycling and Disposition Execution
Sold The Shops at Legacy North for $78M at a cash exit cap in the low 5%, demonstrating ability to execute value-add strategy and recycle proceeds into higher-yielding assets.
Solid Liquidity and Improved Leverage
Year-end liquidity of $167M ( $149M revolver availability + $18M cash); net debt/EBITDA improved to 6.4x from 6.7x in prior quarter and only $17.8M of debt maturing in 2026.
Share Repurchases and Capital Return
Repurchased $9.3M of common stock in 2025 at a weighted average price of $16.27 per share, reflecting capital return activity.
2026 Financial Guidance
Initial 2026 guidance: core FFO $1.98–$2.03 / diluted share and AFFO $2.11–$2.16 / diluted share; key assumptions include $100M–$200M of investments at 8.0%–8.5% initial yield and shopping center same-property NOI growth of 3.5%–4.5%.
CTO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CTO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | $19.19 | $19.91 | +3.75% |
Oct 28, 2025 | $15.96 | $16.16 | +1.25% |
Jul 29, 2025 | $16.80 | $15.66 | -6.79% |
May 01, 2025 | $16.97 | $17.01 | +0.24% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does CTO Realty Growth (CTO) report earnings?
CTO Realty Growth (CTO) is schdueled to report earning on Apr 23, 2026, After Close (Confirmed).
What is CTO Realty Growth (CTO) earnings time?
CTO Realty Growth (CTO) earnings time is at Apr 23, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CTO EPS forecast?
CTO EPS forecast for the fiscal quarter 2026 (Q1) is 0.03.