CTO Realty Growth Inc - New - New

CTO Realty Growth posted a standout fourth quarter, with GAAP EPS of $0.82 clearing the $0.01 consensus estimate by 5,366.67% as the company swung to a $26.46 million net profit from a $17.09 million loss a year earlier. Revenue of $38.34 million edged past the $37.91 million estimate by 1.12% and grew 7.3% year-over-year, though the headline profit figure was powered significantly by a $20.08 million gain on the $78.00 million disposition of the Shops at Legacy North in Dallas. Operationally, the story was equally compelling: leased occupancy hit a record 95.9%, up 250 basis points year-over-year, and the company executed a record 671,000 square feet of leasing in 2025 with comparable cash rent spreads of 24% for the full year, surging to 31% in Q4 alone. Insider stock purchases by executives around the reporting period have reinforced confidence in the platform's trajectory. Looking to 2026, management guided Core FFO per share of $1.98 to $2.03, reflecting approximately 7.2% growth at the midpoint, underpinned by expected investment volume of $100.00 million to $200.00 million and same-property NOI growth of 3.5% to 4.5%.