CTO Realty Growth

CTO

Market cap $585M

CTO Realty Growth offers compelling value with a high 8.8% yield and trades at slightly below 10x forward P/FFO. CTO's leasing momentum remains strong, with robust rent spreads and active repositioning of vacant anchor spaces driving future growth. Management raised Core FFO guidance, supported by a solid SNO pipeline and ongoing value-add acquisitions in high-growth markets.

WINTER PARK, Fla., Nov. 18, 2025 (GLOBE NEWSWIRE) -- CTO Realty Growth, Inc. (NYSE: CTO) (the “Company” or “CTO”) announced today that its Board of Directors has authorized, and the Company has declared, a quarterly cash dividend of $0.38 per share of common stock for the fourth quarter of 2025 (the “Common Stock Cash Dividend”). The Common Stock Cash Dividend represents an annualized yield of approximately 8.8% based on the closing price of the Company's common stock on November 17, 2025.

WINTER PARK, Fla., Nov. 14, 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, has signed a 30,000 square foot, 10-year lease with a co-working operator slated to open in 2026 at the Shops at Legacy – a 243,000 square foot mixed-use lifestyle center in Dallas, Texas.

WINTER PARK, Fla., Nov. 06, 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 primarily in higher-growth markets in the Southeast and Southwest regions, today announced that The Picklr, a premier membership-based indoor pickleball club, will have its grand opening at The Collection at Forsyth on Saturday, November 22, 2025. The highly anticipated grand opening is the latest in a series of new stores at the center.

Shopping center REITs are exploiting a persistent arbitrage between public and private real estate valuations to drive accretion for shareholders. This strategy boosts AFFO per share and unlocks value, as REITs' assets trade at higher private market values than their deeply discounted stock prices imply. Investors can benefit from buying high-quality shopping center REITs at 7.5%-9% implied cap rates, with potential for price appreciation, buyouts, or rising dividends.

The Dividend Harvesting Portfolio reached $31,778.58, generating $2,687.49 in forward annual dividend income and a 31.32% return on invested capital. I added to CTO Realty Growth, citing its 9.67% yield, discounted valuation, and strong fundamentals ahead of a likely Fed rate cut. Earnings season and potential Fed rate cuts could drive further gains, benefiting high-yield holdings and supporting a bullish outlook for the portfolio.

CTO Realty Growth raised its FFO guidance range and now expects FFO to come in at $1.84 per share to $1.87 per share, providing 122% coverage of the annualized dividend. The REIT is trading for 8.76x times the midpoint of its guidance range as its leased occupancy of 94.6% looks set to drive $5.5 million in cash base rent. CTO saw net operating income rise by 2.3% over its year-ago comp and generated a double-digit leasing spread on positive retailer demand.

CTO Realty Growth, Inc. ( CTO ) Q3 2025 Earnings Call October 29, 2025 9:00 AM EDT Company Participants Jenna McKinney John Albright - President, CEO & Director Philip Mays - Senior VP, CFO & Treasurer Conference Call Participants Robert Stevenson - Janney Montgomery Scott LLC, Research Division Matthew Erdner - JonesTrading Institutional Services, LLC, Research Division Craig Kucera - Lucid Capital Markets, LLC, Research Division Gaurav Mehta - Alliance Global Partners, Research Division John Massocca - B. Riley Securities, Inc., Research Division Presentation Operator Ladies and gentlemen, thank you for standing by.

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

– Raises Full-Year 2025 Outlook – – Strengthens balance sheet with $150 million term loan financing – – Current signed-not-open pipeline of $5.5 million – WINTER PARK, Fla., Oct. 28, 2025 (GLOBE NEWSWIRE) -- CTO Realty Growth, Inc. (NYSE: CTO) (the “Company” or “CTO”), an owner and operator of retail-based properties located primarily in higher-growth markets, today announced its operating and financial results for the quarter ended September 30, 2025.