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8-K ·Filed Oct 28, 2026

CTO

CTO Realty Growth, Inc.
NEUTRAL
Impact 3/10
Horizonweeks Processed2d 4h ago SEC0001104659-26-119638
8-K context-dependent: Items 8.01
Actionable Insight • Neutral

Monitor future 10-Q and 8-K filings for actual sales under the ATM program to gauge the pace and size of equity issuance. The expanded agent roster may facilitate more efficient capital raising.

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, Inc. added BofA Securities, Inc. as an additional sales agent, forward seller and forward purchaser to its existing at-the-market common stock offering program, which allows the company to issue and sell up to $250 million in common stock. The company also amended its existing equity distribution agreements with other agents to reflect BofA's participation. This is a routine capital markets transaction that expands the distribution network for the existing ATM program.

Key Facts

  • CTO entered into an equity distribution agreement with BofA Securities, Inc. on October 28, 2026.
  • The ATM program allows for aggregate offering of up to $250,000,000 in common stock.
  • Existing equity distribution agreements with 13 other agents were amended to reflect BofA's participation.
  • The agreement includes a forward sale component via a master forward confirmation with BofA's affiliate, Bank of America, N.A.

Financial Impact

Up to $250,000,000 in aggregate offering price of common stock authorized under the ATM program.

dilutionshare count

Risk Factors

  • Potential dilution from future share issuances under the ATM program.
  • Forward sale structure introduces derivative exposure and potential share settlement obligations.

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 7 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-119638
Document: tm2628423d1_ex1-2.htm0001104659-26-119638
Document: tm2628423d1_8k.htm0001104659-26-119638
Document: tm2628423d1_ex1-3.htm0001104659-26-119638
Document: 0001104659-26-119638-index-headers.html0001104659-26-119638
Document: 0001104659-26-119638-index.html0001104659-26-119638
Document: 0001104659-26-119638.txt0001104659-26-119638
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%$19.59 (+0.00%)
Oct 28, 2026
2d ago
424B5
NEUTRAL ★ 2/10
$19.59 $19.71▲ +0.61%▲ +2.39%$19.59 (+0.00%)
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%$19.59 (+2.94%)
Oct 6, 2026
24d ago
Press Release
NEUTRAL ★ 4/10
$20.53 $20.35▼ −0.88%▼ −0.64%$19.59 (−4.58%)
Sep 24, 2026
5w ago
Press Release
NEUTRAL ★ 1/10
$20.72 $20.48▼ −1.16%▼ −0.41%$19.59 (−5.45%)
Sep 14, 2026
6w ago
Press Release
BULLISH ★ 6/10
$20.75 $20.70▼ −0.24%▲ +0.20%$19.59 (−5.59%)
Mar 26, 2026
31w ago
Press Release
NEUTRAL ★ 3/10
$18.10 $18.44▲ +1.88%▲ +2.24%$19.59 (+8.23%)
Mar 2, 2026
34w ago
Press Release
NEUTRAL ★ 5/10
$19.25 $19.25· 0.00%▲ +0.91%$19.59 (+1.76%)
Showing 9 of 9

US Market Status

Market Closed · Opens Mon (36h 24m)

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Report published Oct 28, 2026