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424B5 ·Filed Oct 28, 2026

CTO

CTO Realty Growth, Inc.
NEUTRAL
Impact 2/10
Horizonweeks Processed2d 5h ago SEC0001104659-26-119633
Notable filing: 424B5
Actionable Insight • Neutral

Monitor future ATM sales disclosures for pace and volume of share issuance, especially given the Q3 earnings beat and raised guidance reported one day prior, which may have been a catalyst for the capital raise.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled: T+1d ⚠ clustered
CTO ▲ +0.61% at T+1d
NEUTRAL call +0.61% · α vs SPY +2.39% · entry $19.59 → $19.71
Next anchor: T+5d in 4d
Entry = T+0 close
Oct 28, 2026
via day close
T+1d
+0.61%
call +0.61% · α +2.39%
$19.71
settled yesterday
T+5d
Pending
in 4d
T+20d
Pending
in 25d
T+60d
Pending
in 3mo

Price Chart

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Executive Summary

CTO Realty Growth added BofA Securities as a sales agent and forward seller/purchaser to its existing $250M ATM equity program, with $89.5M of capacity remaining after $160.5M in prior sales. The filing is a routine administrative update to the ATM program, not a priced offering.

Key Financial Metrics

Offering Size
$250.0M
Underwriters
A.G.P./Alliance Global Partners, B. Riley Securities, Inc. +12

Key Facts

  • CTO Realty Growth added BofA Securities as a sales agent, forward seller and forward purchaser to its ATM equity distribution agreements.
  • Existing agreements with 13 other agents were amended to include BofA.
  • Through the filing date, $160.5 million of common stock had been sold under the ATM program.
  • Remaining capacity under the $250 million program is $89.5 million.
  • The filing is an administrative update to the ATM program, not a priced offering.

Financial Impact

No immediate capital raise; $89.5M of ATM capacity remains available for future at-the-market sales.

dilution

Risk Factors

  • Continued ATM sales could dilute existing shareholders over time.
  • The company has filed five offering/registration documents in the last 24 months, indicating a pattern of equity capital raising.

Market Snapshot

Exchange
NYSE
Sector
Real Estate Investment Trusts
Analyst Consensus
90% bullish (10 analysts)

Investment Themes

Real Estate

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
424B5 Filing (Primary)0001104659-26-119633
Document: 0001104659-26-119633-index-headers.html0001104659-26-119633
Document: 0001104659-26-119633-index.html0001104659-26-119633
Document: 0001104659-26-119633.txt0001104659-26-119633
9 reports for CTO
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for CTO, sortable and filterable
TypeNow
Oct 28, 2026
2d ago
8-K
NEUTRAL ★ 3/10
$19.59 $19.71▲ +0.61%▲ +2.39%$19.71 (+0.61%)
Oct 28, 2026
2d ago
424B5
NEUTRAL ★ 2/10
$19.59 $19.71▲ +0.61%▲ +2.39%$19.71 (+0.61%)
Oct 27, 2026
3d ago
8-K
BULLISH ★ 6/10
No priceawaiting T+1awaiting T+1No price
Oct 27, 2026
3d ago
Press Release
BULLISH ★ 6/10
$19.03 $19.59▲ +2.94%▲ +3.32%$19.71 (+3.57%)
Oct 6, 2026
24d ago
Press Release
NEUTRAL ★ 4/10
$20.53 $20.35▼ −0.88%▼ −0.64%$19.71 (−3.99%)
Sep 24, 2026
5w ago
Press Release
NEUTRAL ★ 1/10
$20.72 $20.48▼ −1.16%▼ −0.41%$19.71 (−4.87%)
Sep 14, 2026
6w ago
Press Release
BULLISH ★ 6/10
$20.75 $20.70▼ −0.24%▲ +0.20%$19.71 (−5.01%)
Mar 26, 2026
31w ago
Press Release
NEUTRAL ★ 3/10
$18.10 $18.44▲ +1.88%▲ +2.24%$19.71 (+8.90%)
Mar 2, 2026
34w ago
Press Release
NEUTRAL ★ 5/10
$19.25 $19.25· 0.00%▲ +0.91%$19.71 (+2.38%)
Showing 9 of 9

US Market Status

Market Closed · Opens Mon (35h 34m)

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Report published Oct 28, 2026