CTO Realty Growth, Inc. (CTO) Q4 2025 Earnings Call Transcript

CTO Realty Growth, Inc. (CTO) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 20, 2026

CTO Realty Growth Reports Fourth Quarter and Year End 2025 Operating Results

–  Closed $165.9 million of investments at a weighted average initial cash yield of 9.0% in 2025 – – Signed comparable retail leases for a record 24% increase in cash base rent in 2025 – – Current signed-not-open pipeline of $6.1 million and record high leased occupancy of 95.9% – – Provides 2026 Outlook –

GlobeNewsWire • Feb 19, 2026

CTO Realty (CTO) Q4 FFO and Revenues Surpass Estimates

CTO Realty (CTO) came out with quarterly funds from operations (FFO) of $0.51 per share, beating the Zacks Consensus Estimate of $0.5 per share. This compares to FFO of $0.49 per share a year ago.

Zacks Investment Research • Feb 19, 2026

3 Popular REITs At High Risk Of Cutting Their Dividends

The most popular REITs are often the highest-yielding ones. But high yield comes with high risk. I highlight 3 popular high-yielding REITs facing significant risks.

Seeking Alpha • Feb 5, 2026

CTO Realty Growth Announces Fourth Quarter and Full Year 2025 Earnings Release and Conference Call Information

WINTER PARK, Fla., Jan. 22, 2026 (GLOBE NEWSWIRE) -- CTO Realty Growth (NYSE: CTO) (the “Company”) announced today that it will report its financial and operating results for the fourth quarter and full year of 2025 after the market closes on Thursday, February 19, 2026. A conference call to discuss its financial and operating results is scheduled for Friday, February 20, 2026 at 9:00 AM ET.

GlobeNewsWire • Jan 22, 2026

CTO Realty Growth Preferred: Is 7.4% Enough?

According to Moody's methodology, CTO Realty is positioned around Ba3, which places it in the lower investment-grade/high speculative range. The preferred stock, CTO.PR.A, rated B2, offers a current yield of ~7.4%, which does not adequately compensate for the risk taken compared to available alternatives. CTO has ~97% unencumbered assets and asset coverage above 200%, which supports capital stability. However, high leverage and cyclical exposure increase credit risk.

Seeking Alpha • Jan 18, 2026

CTO Realty Growth: I Almost Bought It Until I Saw This

CTO Realty Growth trades at a depressed P/FFO multiple, offering an 8.3% yield and attractive relative valuation. CTO benefits from contractual rent bumps, high-yield loan investments, and upcoming lease rollovers with embedded rent growth. Dividend appears safe on AFFO metrics, but is underfunded on a cash basis due to excluded CapEx, resulting in a true payout ratio above 100%.

Seeking Alpha • Jan 1, 2026

Leased Occupancy at Marketplace at Seminole Towne Center Reaches 100%

WINTER PARK, Fla., Dec. 22, 2025 (GLOBE NEWSWIRE) -- CTO Realty Growth, Inc. (NYSE: CTO) (the “Company” or “CTO”), an owner and operator of high-quality open-air retail centers located predominately in high-growth markets across the Southeast and Southwest, today announced that the Company has signed an anchor lease with an investment-grade national retailer at Marketplace at Seminole Towne Center (the “Center”), located in Orlando, Florida.

GlobeNewsWire • Dec 22, 2025

CTO Realty Growth Announces the Sale of the Shops at Legacy North for $78.0 Million

WINTER PARK, Fla., Dec. 19, 2025 (GLOBE NEWSWIRE) -- CTO Realty Growth, Inc. (NYSE: CTO) (the “Company” or “CTO”), an owner and operator of high-quality open-air retail centers located predominately in high-growth markets across the Southeast and Southwest, announced today the sale of the Shops at Legacy North, a 243,000-square-foot mixed-use lifestyle center in Dallas, Texas (the “Property”). The Property was sold for $78.0 million, equating to $321 per square foot.

GlobeNewsWire • Dec 19, 2025

CTO Realty Growth Announces Acquisition of Pompano Citi Centre for $65.2 Million

WINTER PARK, Fla., Dec. 18, 2025 (GLOBE NEWSWIRE) -- CTO Realty Growth, Inc. (NYSE: CTO) (the “Company” or “CTO”), a leading owner and operator of high-quality, open-air shopping centers located in the higher growth Southeast and Southwest markets of the United States, today announced the acquisition of Pompano Citi Centre (the “Property”), an open-air retail center located on 35 acres in the Pompano Beach submarket of Fort Lauderdale, Florida, for a purchase price of $65.2 million.

GlobeNewsWire • Dec 18, 2025