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Dec 31, 2025
CTO Q4 2025 Earnings Report
CTO Realty Growth, Inc. reported its operating and financial results for the fourth quarter and full year ended December 31, 2025.
Key Takeaways
CTO Realty Growth reported a strong fourth quarter in 2025, with net income attributable to common stockholders of $26.457 million, or $0.82 per diluted share. The company achieved record leasing activity, high leased occupancy, and significant investment and disposition activities, positioning itself for continued growth in 2026 and 2027.
Net Income attributable to common stockholders was $0.82 per diluted share for the fourth quarter.
The company executed 167,000 square feet of comparable retail spaces with a cash rent spread increase of 31% in Q4 2025.
Leased occupancy reached an all-time high of 95.9% as of December 31, 2025.
Acquired Pompano Citi Centre for $65.2 million and sold Shops at Legacy North for $78.0 million in the fourth quarter.
Revenue by Segment
Forward Guidance
CTO Realty Growth's 2026 outlook anticipates continued investment activity and growth in same-property NOI, with general and administrative expenses expected to remain within a defined range.
Positive Outlook
- Investment volume of $100 million to $200 million at a weighted average initial cash yield between 8.0% and 8.5%.
- Same-Property NOI growth for shopping centers of approximately 3.5% - 4.5%.
- Core FFO per Common Share - Diluted projected between $1.98 and $2.03.
- AFFO per Common Share - Diluted projected between $2.11 and $2.16.
- Net Income Attributable to the Company per Common Share - Diluted projected between $0.26 and $0.32.
Challenges Ahead
- General and administrative expenses are projected to be $19.5 million to $20.0 million.
- The outlook is subject to risks and uncertainties described in the press release and SEC filings.
- Amortization of Intangibles to Lease Income is projected to be between $(0.09) and $(0.10).
Historical Earnings Impact
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Avg. Return Before/After Earnings
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