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

CTO Realty Growth (NYSE:CTO) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 2.190-2.240 for the period, compared to the consensus EPS estimate of 2.010. The company issued revenue guidance of -.

CTO Realty Growth Stock Performance

Shares of NYSE:CTO traded up $0.12 during midday trading on Thursday, hitting $20.55. The company had a trading volume of 138,174 shares, compared to its average volume of 243,773. The company has a debt-to-equity ratio of 1.09, a current ratio of 4.88 and a quick ratio of 4.88. The company has a market cap of $669.11 million, a price-to-earnings ratio of 228.58 and a beta of 0.60. CTO Realty Growth has a 12-month low of $15.06 and a 12-month high of $20.67. The company has a fifty day moving average of $19.25 and a two-hundred day moving average of $18.23.

CTO Realty Growth (NYSE:CTO) last posted its quarterly earnings data on Tuesday, April 28th. The company reported $0.13 EPS for the quarter, topping the consensus estimate of $0.02 by $0.11. The firm had revenue of $41.17 million during the quarter, compared to analyst estimates of $38.89 million. CTO Realty Growth had a return on equity of 1.76% and a net margin of 6.75%.CTO Realty Growth has set its FY 2026 guidance at 2.190-2.240 EPS. On average, equities research analysts expect that CTO Realty Growth will post 2.01 EPS for the current fiscal year.

CTO Realty Growth Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Thursday, March 12th were paid a $0.38 dividend. This represents a $1.52 annualized dividend and a dividend yield of 7.4%. The ex-dividend date was Thursday, March 12th. CTO Realty Growth’s dividend payout ratio is 723.81%.

Wall Street Analyst Weigh In

CTO has been the subject of several analyst reports. Alliance Global Partners restated a “buy” rating on shares of CTO Realty Growth in a research note on Wednesday. Cantor Fitzgerald upped their price objective on CTO Realty Growth from $22.00 to $23.00 and gave the stock an “overweight” rating in a research note on Thursday. Weiss Ratings upgraded CTO Realty Growth from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Wednesday, February 4th. Finally, JonesTrading upped their price objective on CTO Realty Growth from $21.00 to $23.00 and gave the stock a “buy” rating in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $22.67.

Key Headlines Impacting CTO Realty Growth

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

• Positive Sentiment: Q1 results beat expectations — CTO reported $0.13 EPS vs. $0.02 expected and revenue of $41.17M vs. $38.89M; management raised FY‑2026 EPS guidance to $2.190–2.240 (above consensus). CTO press release / slides
• Positive Sentiment: Management raised 2026 core FFO to $2.06–$2.11 and set a structured-investments target of $175M–$250M, signaling more income-generating deployments ahead. MSN: Core FFO and structured investments
• Positive Sentiment: Analyst upgrades — Cantor Fitzgerald raised its PT to $23 (overweight) and JonesTrading raised its PT to $23 (buy), providing third‑party validation and upside to the current price. Benzinga: Analyst upgrades
• Positive Sentiment: Acquisition & pipeline — Company completed an $81.6M acquisition and reported a $6.2M signed-not-open pipeline at quarter-end, supporting growth and the raised deployment plan. GlobeNewswire: Q1 results
• Neutral Sentiment: ATM programs expanded — CTO expanded its at‑the‑market equity and preferred-stock programs to support funding flexibility; this improves execution optionality but may enable future dilution depending on usage. TipRanks: ATM expansion
• Neutral Sentiment: Investor materials and call transcripts are available (detailed slides and Q&A), helpful for modeling and due diligence. Seeking Alpha: Earnings transcript
• Negative Sentiment: Valuation remains rich — CTO’s trailing P/E is high (~228x), which means expectations are elevated and leaves the stock sensitive to any guidance miss or slower FFO conversion. MarketBeat: Stock metrics

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in CTO Realty Growth by 3.4% in the 3rd quarter. Vanguard Group Inc. now owns 3,139,307 shares of the company’s stock worth $51,171,000 after buying an additional 102,630 shares during the period. Geode Capital Management LLC lifted its holdings in shares of CTO Realty Growth by 1.7% in the 4th quarter. Geode Capital Management LLC now owns 814,270 shares of the company’s stock valued at $14,994,000 after acquiring an additional 13,592 shares during the last quarter. Invesco Ltd. lifted its holdings in shares of CTO Realty Growth by 27.1% in the 3rd quarter. Invesco Ltd. now owns 664,295 shares of the company’s stock valued at $10,828,000 after acquiring an additional 141,574 shares during the last quarter. Dimensional Fund Advisors LP lifted its holdings in shares of CTO Realty Growth by 2.8% in the 4th quarter. Dimensional Fund Advisors LP now owns 418,757 shares of the company’s stock valued at $7,709,000 after acquiring an additional 11,269 shares during the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of CTO Realty Growth by 5.4% in the 3rd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 336,528 shares of the company’s stock valued at $5,485,000 after acquiring an additional 17,294 shares during the last quarter. Institutional investors own 67.18% of the company’s stock.

About CTO Realty Growth

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.