CTO Realty Growth (NYSE:CTO) Updates FY 2026 Earnings Guidance

CTO Realty Growth (NYSE:CTO) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 2.110-2.160 for the period, compared to the consensus EPS estimate of 0.910. The company issued revenue guidance of -.

CTO Realty Growth Stock Up 3.8%

CTO Realty Growth stock opened at $19.91 on Friday. The company has a market capitalization of $644.62 million, a PE ratio of 221.29 and a beta of 0.64. The company has a debt-to-equity ratio of 1.08, a quick ratio of 3.96 and a current ratio of 3.96. CTO Realty Growth has a fifty-two week low of $15.06 and a fifty-two week high of $20.20. The firm has a 50 day moving average price of $18.27 and a 200 day moving average price of $17.30.

CTO Realty Growth (NYSE:CTO) last released its quarterly earnings results on Thursday, February 19th. The company reported $0.82 EPS for the quarter, topping analysts’ consensus estimates of $0.50 by $0.32. CTO Realty Growth had a return on equity of 1.76% and a net margin of 6.75%.The company had revenue of $38.34 million for the quarter, compared to analysts’ expectations of $37.91 million. CTO Realty Growth has set its FY 2026 guidance at 2.110-2.160 EPS. Research analysts expect that CTO Realty Growth will post 1.92 earnings per share for the current year.

CTO Realty Growth Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Thursday, March 12th will be given a dividend of $0.38 per share. This represents a $1.52 annualized dividend and a dividend yield of 7.6%. The ex-dividend date of this dividend is Thursday, March 12th. CTO Realty Growth’s dividend payout ratio is currently -117.83%.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on CTO shares. JonesTrading reiterated a “buy” rating and issued a $21.00 target price on shares of CTO Realty Growth in a report on Wednesday, October 29th. Cantor Fitzgerald raised shares of CTO Realty Growth to a “strong-buy” rating in a research report on Wednesday, February 4th. Alliance Global Partners reaffirmed a “buy” rating on shares of CTO Realty Growth in a report on Friday. Weiss Ratings upgraded CTO Realty Growth from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Wednesday, February 4th. Finally, Zacks Research cut CTO Realty Growth from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 9th. Two research analysts have rated the stock with a Strong Buy rating, three have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $21.50.

Key Headlines Impacting CTO Realty Growth

Here are the key news stories impacting CTO Realty Growth this week:

• Positive Sentiment: Management raised FY‑2026 earnings guidance to $2.110–$2.160 per share, well above the prior consensus (~$0.91), signaling much stronger expected earnings power for the year. This guidance upgrade is the biggest positive catalyst.
• Positive Sentiment: The company reported Q4 GAAP EPS of $0.82, beating the $0.50 consensus and showing quarter-over-quarter strength; investors often view an EPS beat as a near‑term bullish signal. CTO Q4 Earnings and Call
• Positive Sentiment: Funds from operations (FFO) came in at $0.51 vs. the Zacks consensus $0.50 and $0.49 a year ago — a modest but favorable beat for an REIT where FFO drives valuation. Zacks: CTO Q4 FFO and Revenues Surpass Estimates
• Positive Sentiment: Operational highlights: closed $165.9M of investments at a 9.0% weighted initial cash yield in 2025, signed leases with a record 24% increase in cash base rent, a current signed-not-open pipeline of $6.1M and record leased occupancy of 95.9% — all supportive of future cash flow. GlobeNewswire: 2025 Operating Results
• Positive Sentiment: Board declared a quarterly dividend of $0.38 per share (annualized yield ~7.6%), with record date March 12 and payment March 31 — dividend yield supports income-focused investors and REIT valuation.
• Neutral Sentiment: Pre-earnings coverage and previews were published (e.g., Benzinga), which may have helped awareness but are not material catalysts on their own. Benzinga: Insights Ahead
• Negative Sentiment: Despite beats, the company reported negative net margin (~‑22.8%) and negative return on equity (~‑5.7%) on the quarter — metrics that remind investors the business still faces profitability/structural challenges. CTO Q4 Earnings and Call

Institutional Trading of CTO Realty Growth

Several institutional investors and hedge funds have recently added to or reduced their stakes in CTO. CIBC Private Wealth Group LLC purchased a new position in shares of CTO Realty Growth in the 3rd quarter valued at approximately $37,000. Tower Research Capital LLC TRC lifted its holdings in shares of CTO Realty Growth by 51.7% during the second quarter. Tower Research Capital LLC TRC now owns 3,654 shares of the company’s stock worth $63,000 after purchasing an additional 1,245 shares during the period. PNC Financial Services Group Inc. lifted its holdings in shares of CTO Realty Growth by 127.9% during the fourth quarter. PNC Financial Services Group Inc. now owns 7,080 shares of the company’s stock worth $130,000 after purchasing an additional 3,974 shares during the period. Daiwa Securities Group Inc. grew its position in CTO Realty Growth by 17.3% in the 2nd quarter. Daiwa Securities Group Inc. now owns 10,162 shares of the company’s stock valued at $175,000 after buying an additional 1,496 shares during the last quarter. Finally, First Trust Advisors LP acquired a new position in CTO Realty Growth in the 3rd quarter valued at $170,000. 67.18% of the stock is owned by hedge funds and other institutional investors.

CTO Realty Growth Company Profile

CTO Realty Growth, Inc is a publicly traded real estate investment trust (REIT) that specializes in single-tenant net lease properties. The company’s primary focus is on acquiring, owning and managing retail assets leased to creditworthy operators under long-term, triple-net lease agreements. By targeting essential retail segments, CTO Realty Growth seeks to generate stable, inflation-protected income streams while maintaining a disciplined investment approach.

The REIT’s portfolio is concentrated in convenience store and fuel service locations, with additional assets in other retail categories where net lease structures prevail.