CTO offers a near 8.4% dividend yield, with a clear path to gradual FFO growth, as signed leases begin contributing through 2026 and 2027. Leasing trends are solid, with higher rents and anchor re-leasing progress supported by a $5.5M SNO pipeline that strengthens recurring income. Value add execution is visible, with upgraded tenant mix and occupancy approaching 85% showing better property quality and stronger market positioning.
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, 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.
CTO, UVE and MMS made it to the Zacks Rank #1 (Strong Buy) value stocks list on Oct. 22, 2025.
CTO Realty Growth offers a compelling value, trading at a near 10% discount to book value and yielding 9.67%. CTO's portfolio of open-air shopping centers in high-growth markets continues to drive strong revenue and EBITDA growth, with fully covered dividends. Despite recent share price declines and mixed Q2 results, the REIT's strategic asset repositioning and robust leasing activity support a bullish long-term outlook.
CTO Realty Growth gets a buy rating for my initial coverage, agreeing with the analyst consensus. Positives include a growing portfolio and development pipeline, a high dividend yield above 9%, positive operating cashflow, and geographic diversification across the southern US. The balance sheet risk factors remain modest in comparison to similar peers.
CTO Realty Growth, Inc. (NYSE:CTO ) Q2 2025 Earnings Conference Call July 30, 2025 9:00 AM ET Company Participants Jenna McKinney - Corporate Participant John P. Albright - President, CEO & Director Philip R.
CTO Realty (CTO) came out with quarterly funds from operations (FFO) of $0.47 per share, missing the Zacks Consensus Estimate of $0.49 per share. This compares to FFO of $0.48 per share a year ago.
CTO Realty Growth focuses on high-quality, retail-based properties in fast-growing U.S. markets with a strong asset base and stable income. The standout investment is CTO.PR.A, a 6.375% Series A cumulative preferred stock, currently yielding 7.49% with a robust change of control clause. Valuation metrics are attractive: forward P/FFO of 9.38, FFO yield of 5.3%, and an 8.78% common dividend yield, supporting income-focused investors.
CTO Realty Growth offers a compelling long-term opportunity with a nearly 9% yield and a discounted valuation, despite recent price declines. Strategic acquisitions in fast-growing Sun Belt markets and ongoing portfolio repositioning set CTO up for strong future growth and upside. While tenant risk and occupancy remain concerns, CTO's solid balance sheet, safe dividend, and potential for AFFO growth support my bullish outlook.
I prefer high-yielding dividend stocks that enable me to redeploy cash at regular intervals. I highlight 2 such undervalued names that are poised to deliver potentially strong returns. Both have strong business models that have enabled them to grow their asset base, all while supporting hefty dividends for shareholders.