COPT DEFENSE PROPERTIES SEC 10-K Report
COPT Defense Properties, a REIT focusing on properties near U.S. Government defense installations, has released its 2025 Form 10-K report. The report details robust financial performance with increased revenues and net income, strategic expansion in its Defense/IT Portfolio, and successful capital management initiatives. Key challenges include economic conditions, tenant concentration, and government spending fluctuations.
COPT Defense Properties (NYSE:CDP) Announces Dividend Increase - $0.32 Per Share
COPT Defense Properties (NYSE:CDP) announced a quarterly dividend increase to $0.32 per share, up 4.9% from its previous dividend, resulting in an annualized yield of about 4.0%. The company recently surpassed Q4 earnings expectations with $0.70 EPS on $197.36 million revenue and provided optimistic FY2026 EPS guidance. Shares are currently trading near their 1-year high, reflecting strong financial health.
COPT Defense Properties raises quarterly dividend 4.9% to 32c per share
COPT Defense Properties (CDP) announced a 4.9% increase in its regular quarterly dividend, raising it to $0.32 per common share. This new dividend will be paid on April 15, 2026, to shareholders of record on March 31, 2026, representing an annualized amount of $1.28 per share. The increase reflects a $0.015 per share rise from the previous quarterly dividend of $0.305.
COPT Defense Properties Raises Quarterly Dividend to $0.32 per Share From $0.305, Payable April 15 to Holders of Record March 31
COPT Defense Properties has announced a quarterly dividend increase to $0.32 per share, up from $0.305. This dividend is payable on April 15 to shareholders of record as of March 31. The company, a real estate investment trust (REIT), focuses on properties near U.S. Government defense installations and includes the USG and defense contractors as its tenants.
COPT Defense Increases Quarterly Dividend by 4.9%
COPT Defense Properties (NYSE: CDP) has announced a 4.9% increase in its regular quarterly dividend, bringing it to $0.32 per common share. This annualized amount of $1.28 per share is payable on April 15, 2026, to shareholders of record on March 31, 2026. The company, a self-managed REIT, specializes in properties near U.S. Government defense installations, primarily serving government tenants and defense contractors.
Ontario Teachers Pension Plan Board Sells 65,584 Shares of COPT Defense Properties $CDP
The Ontario Teachers Pension Plan Board has reduced its stake in COPT Defense Properties (NYSE:CDP) by 29.2%, selling 65,584 shares and now holding 159,401 shares valued at approximately $4.63 million. This comes after COPT Defense Properties exceeded quarterly earnings expectations, reporting an EPS of $0.70 against an estimate of $0.68, and provided strong FY2026 guidance. Analysts currently rate the stock as a "Moderate Buy" with a consensus target price of $33.63.
How Strong 2025 Results, 2026 EPS Guidance, and a Major Defense Lease At COPT Defense (CDP) Have Changed Its Investment Story
COPT Defense Properties reported strong full-year 2025 results, including increased sales and net income, and provided optimistic 2026 EPS guidance. The company also secured a nearly 11-year lease with a major U.S. defense contractor, significantly boosting its development pipeline's leased percentage. These developments reinforce COPT Defense's focus on mission-critical defense real estate, offering improved visibility into future occupancy and cash flows despite ongoing reliance on defense budgets.
GSA Capital Partners LLP Sells 32,940 Shares of COPT Defense Properties $CDP
GSA Capital Partners LLP reduced its stake in COPT Defense Properties (NYSE:CDP) by 33.3%, selling 32,940 shares and ending the quarter with 65,874 shares valued at $1.91 million. This comes as other institutional investors, such as Norges Bank and AQR Capital Management, either initiated new positions or significantly increased their holdings in the company. COPT Defense Properties reported strong Q4 earnings, beating analyst estimates with an EPS of $0.70 and 7.6% revenue growth, and analysts have a "Moderate Buy" rating with an average price target of $33.63.
COPT Defense Properties stock hits 52-week high at 32.67 USD By Investing.com
COPT Defense Properties (CDP) stock recently hit a 52-week high of $32.67, achieving a 20.41% increase over the past year. The company maintains a "GOOD" financial health rating and offers a 3.77% dividend yield, having paid dividends for 34 consecutive years. Analysts have set price targets as high as $38, following strong Q4 2025 earnings and positive future guidance.
COPT Defense Properties stock hits 52-week high at 32.67 USD
COPT Defense Properties (CDP) stock has reached a 52-week high of $32.67, representing a 20.41% increase over the last year. The company maintains a "GOOD" Financial Health score and a 3.77% dividend yield, having paid dividends for 34 consecutive years. Analyst price targets range up to $38, indicating sustained confidence in the company's performance and strategic initiatives.
COPT Defense Properties (NYSE:CDP) Sets New 52-Week High - Time to Buy?
COPT Defense Properties (NYSE:CDP) recently reached a new 52-week high of $32.78, prompting interest from analysts who have given it a "Moderate Buy" consensus rating with a target price of $33.63. The company reported an EPS beat and strong revenue growth, alongside solid liquidity and increased institutional investment, particularly from JPMorgan Chase & Co. This performance suggests continued operational momentum and investor confidence in the real estate investment trust focused on properties serving the U.S. federal government.
COPT Defense Properties (CDP) Receives a Buy from Cantor Fitzgerald
Cantor Fitzgerald analyst Richard Anderson reiterated a Buy rating for COPT Defense Properties (CDP) with a $37.00 price target. This follows a Buy rating from Evercore ISI and a Hold rating from Truist Financial. The company reported strong Q4 earnings with revenue of $197.36 million and a net profit of $37.5 million.
COPT Defense Props (CDP) Sees Target Price Raised by Citigroup |
Citigroup has raised its price target for COPT Defense Props (CDP) from $29.00 to $34.00, while maintaining a "Neutral" rating. This adjustment reflects an updated outlook by Citigroup, aligning with other recent analyst ratings that have also increased price targets for the company. COPT Defense Properties is a REIT specializing in properties near U.S. Government defense installations, serving the USG and its defense contractors.
COPT Defense Properties stock price target raised to $37 by Jefferies
Jefferies has raised its price target for COPT Defense Properties (NYSE: CDP) to $37 from $34, maintaining a Buy rating. This upgrade is based on expected net operating income from developments, a strong defense budget, and the company's consistent dividend payments for 34 years. The positive outlook is supported by CDP's recent strong Q4 2025 earnings which exceeded revenue forecasts and led to Cantor Fitzgerald also raising its price target to $37.
COPT Defense Properties stock price target raised to $37 by Jefferies
Jefferies has raised its price target for COPT Defense Properties (NYSE:CDP) to $37 from $34, maintaining a Buy rating, citing expected Net Operating Income from upcoming developments and a strong defense budget outlook. This follows a positive fourth-quarter 2025 earnings report where the company met EPS and exceeded revenue forecasts, leading Cantor Fitzgerald also to increase its price target to $37. CDP has gained 14.64% year-to-date and boasts a 3.83% dividend yield, having maintained payments for 34 consecutive years.
COPT Defense Properties stock price target raised to $37 from $33 at Cantor Fitzgerald
Cantor Fitzgerald has increased its price target for COPT Defense Properties (NYSE:CDP) from $33 to $37, reaffirming an Overweight rating due to strong quarterly performance and exceeding full-year FFO guidance. The firm highlighted CDP's financial stability, defense-centric niche, and robust demand in its key markets like Huntsville, driven by rising defense budgets. Despite the stock being slightly overvalued by some metrics, analysts largely remain bullish on the company's prospects.
COPT Defense Properties price target raised to $37 from $33 at Cantor Fitzgerald
Cantor Fitzgerald raised its price target on COPT Defense Properties (CDP) to $37 from $33, maintaining an Overweight rating. This decision follows strong Q4 results and 2026 guidance that slightly surpassed consensus expectations, driven by robust leasing activity in defense-focused markets. The analyst noted that although FFO growth is somewhat tempered by the development-heavy business model, visible demand for its secured office portfolio, supported by a rising defense budget, remains strong.
COPT Defense Properties (NYSE:CDP) Given New $37.00 Price Target at Cantor Fitzgerald
Cantor Fitzgerald has increased its price target for COPT Defense Properties (NYSE:CDP) to $37.00 from $33.00, maintaining an "overweight" rating. This new target suggests a potential upside of nearly 14% from the prior closing price. The adjustment follows COPT Defense Properties beating quarterly earnings expectations and providing strong FY2026 guidance.
COPT Defense Properties stock price target raised to $37 from $33 at Cantor Fitzgerald
Cantor Fitzgerald has increased its price target for COPT Defense Properties (NYSE:CDP) from $33 to $37, maintaining an Overweight rating. The firm cited CDP's strong quarterly performance, with full-year FFO exceeding guidance, and its strategic position in the defense-centric real estate market, supported by strong demand, especially at its Redstone Gateway campus. COPT Defense Properties also reported strong fourth-quarter 2025 earnings, surpassing revenue forecasts.
COPT Defense Properties stock price target raised to $37 from $33 at Cantor Fitzgerald
Cantor Fitzgerald raised its price target for COPT Defense Properties (CDP) to $37 from $33, maintaining an Overweight rating. This decision follows CDP's strong quarterly performance, which exceeded original full-year FFO guidance, and its steady growth in the defense-centric real estate market, particularly in Huntsville. The firm noted bipartisan support for increased defense budgets, positioning CDP favorably for visible demand in its secured office portfolio.
COPT Defense Properties stock price target raised to $37 from $33 at Cantor Fitzgerald
Cantor Fitzgerald raised its price target for COPT Defense Properties (NYSE:CDP) to $37 from $33, maintaining an Overweight rating due to strong quarterly performance and exceeding full-year FFO guidance. The firm highlighted the company's defense-centric niche, consistent dividend payments, and increasing demand in key areas like Huntsville. Despite being slightly overvalued by some metrics, analysts remain bullish, citing bipartisan support for increased defense budgets.
COPT Defense Properties targets $2.75 FFO per share for 2026 while advancing $450M in pre-leased developments
COPT Defense Properties (NYSE:CDP) is actively pursuing an FFO per share target of $2.75 by 2026. The company is currently engaged in the development of $450 million in pre-leased properties, with approximately one-third of this amount expected to be delivered throughout 2024. These strategic developments are anticipated to significantly contribute to the company's FFO growth and overall financial performance.
COPT Defense Properties targets $2.75 FFO per share for 2026 while advancing $450M in pre-leased developments
COPT Defense Properties is aiming for a Funds From Operations (FFO) of $2.75 per share by 2026, driven by its strategic focus on defense properties. The company is actively progressing $450 million in pre-leased development projects, which are expected to contribute significantly to its future growth and FFO targets. This initiative underscores COPT's commitment to expanding its portfolio within the defense sector.
Why COPT Defense Properties (CDP) Is Up 5.3% After 2025 Beat, 2026 Outlook, Major Lease Win
COPT Defense Properties (CDP) saw its stock rise by 5.3% following its 2025 financial results, which reported increased revenue and net income, alongside strong Q4 FFO. The company also announced an 11-year lease agreement with a major U.S. defense contractor, significantly pre-leasing its development pipeline and confirming demand for its specialized properties. Despite potential undervaluation and long-term debt considerations, the company's 2026 earnings guidance and strategic lease wins present a compelling investment narrative.
Allianz Asset Management GmbH Has $13.42 Million Stake in COPT Defense Properties $CDP
Allianz Asset Management GmbH increased its stake in COPT Defense Properties (CDP) by 31.9%, now owning 461,797 shares valued at $13.42 million. This increase follows COPT Defense Properties beating Q4 estimates with $0.70 EPS and $197.4 million revenue, and providing strong 2026 FFO guidance. The REIT also announced a quarterly dividend of $0.305, and analysts hold a "Moderate Buy" consensus with an average target price of $33.00.
Why COPT Defense Properties (CDP) Is Up 5.3% After 2025 Beat, 2026 Outlook, Major Lease Win
COPT Defense Properties (CDP) saw its stock rise by 5.3% following strong 2025 financial results, including increased revenue and net income, and a positive 2026 outlook. The company also announced a significant 11-year lease agreement with a major U.S. defense contractor, substantially pre-leasing its development pipeline. This news reinforces the demand for its specialized defense properties, although potential investors should consider balance sheet pressures and slower forecast growth amidst the positive developments.
COPT Defense Properties Signals Steady Growth Despite Headwinds
COPT Defense Properties reported a strong Q4, with record FFO per share and solid same-property performance, driven by demand in the defense sector. Despite facing headwinds from higher financing costs and administrative delays, the company’s development pipeline is heavily pre-leased, providing visibility into future cash flows. Management expressed confidence in underlying operational strength and tenant retention, even as near-term metrics are affected by external factors.
Landlord to U.S. defense sites projects 2026 earnings range
COPT Defense Properties (CDP) has released its financial guidance for the full year 2026 and the first quarter of 2026. The company projects diluted FFO per share to be in the range of $2.71-$2.79 for the full year, representing a 1.1% increase at the midpoint. This growth is expected to be driven by an increase in Net Operating Income from its Same Property portfolio and new developments, partially offset by higher financing costs.
Truist Financial Maintains COPT Defense Properties(CDP.US) With Hold Rating
Truist Financial analyst Michael Lewis has reiterated a "Hold" rating for COPT Defense Properties (CDP.US). According to TipRanks data, Lewis has a 62.1% success rate and an average return of 9.0% over the past year. This rating is for informational purposes and not an investment recommendation.
COPT Defense Properties (CDP) Q3 FFO Growth Tests Cautious REIT Narratives
COPT Defense Properties (CDP) reported strong Q3 FY 2025 results with increased revenue and FFO, although forecast growth remains modest. The steady FFO and improved net profit margin support a bullish income view, but concern exists regarding debt coverage by operating cash flow. Despite trading below its DCF fair value, the balance sheet pressure and modest growth outlook prompt caution for some investors.
COPT Defense Properties targets $2.75 FFO per share for 2026 while advancing $450M in pre-leased developments
COPT Defense Properties (NYSE: CDP) is targeting FFO per share of $2.75 for 2026, driven by an estimated $450 million in pre-leased development projects. The company's strategic focus is on defense and cybersecurity sectors, specifically related to the U.S. government, to achieve this growth. This outlook provides investors with a clear long-term financial target.
COPT Defense Executes Full Building Lease with Top 10 U.S. Defense Contractor at 400 National Business Parkway
COPT Defense Properties (NYSE: CDP) has secured a nearly 11-year lease for 148,000 square feet at 400 National Business Parkway with a top 10 U.S. Defense contractor. This lease, set to begin in Q4 2026, advances the company's 882,000 square foot development pipeline to 86% leased. COPT Defense specializes in properties near key U.S. Government defense installations, catering to tenants involved in national security.
COPT Defense Properties stock holds steady as Truist reiterates $31 target
COPT Defense Properties (NYSE: CDP) has maintained its Hold rating from Truist Securities, with a reiterated price target of $31.00 after exceeding fourth-quarter earnings expectations with FFO of $0.70 per share. The company, trading slightly above this target at $32, is projected to achieve its eighth consecutive year of FFO growth in 2026, with guidance set at $2.71-$2.79 per share. Recent developments include exceeding leasing targets, new lease agreements for specialized facilities, and a raised price target from Jefferies to $34.
COPT Defense Properties price target raised to $36 from $34 at Evercore ISI
Evercore ISI analyst Steve Sakwa increased the price target for COPT Defense Properties (CDP) to $36 from $34, maintaining an Outperform rating. This adjustment follows the company's guidance, which successfully met high expectations. The article also lists recent news regarding COPT Defense Properties, including Q4 FFO, Q1 and FY26 FFO outlook, and a new building lease with a top defense contractor.
COPT Defense Properties stock holds steady as Truist reiterates $31 target
COPT Defense Properties (NYSE:CDP) has maintained its Hold rating from Truist Securities, which reiterated its $31.00 price target after the company's strong Q4 earnings report, with FFO of $0.70 per share exceeding estimates. The company also provided optimistic 2026 FFO guidance, projecting its eighth consecutive year of FFO growth. Recent developments include exceeding leasing targets, signing new build-to-suit leases, and a raised price target from Jefferies.
COPT Defense Properties earnings matched, revenue topped estimates
COPT Defense Defense Properties (NYSE: CDP) announced fourth-quarter earnings per share (EPS) that matched analyst estimates at $0.33, while its revenue of $197.36M surpassed the consensus estimate of $179.51M. The company's stock has seen positive performance, rising 10.42% in the last three months and 7.64% over the past year. InvestingPro rates COPT Defense Properties's financial health as "good performance."
COPT Defense: Fourth Quarter Financial Highlights
COPT Defense Properties, a real estate investment trust, announced its financial results for the fourth quarter, reporting funds from operations of $57.2 million and a net income of $37.5 million. The company's total revenue for the quarter reached $197.4 million, contributing to a full-year funds from operations of $234.3 million and total annual revenue of $763.9 million. These figures, compiled using information from Zacks Investment Research, highlight the company's performance in the REIT sector.
(CDP) COPT Defense Properties Expects Full Year 2026 FFO Range $2.71 - $2.79, vs. FactSet Est of $2.74
COPT Defense Properties (CDP) has issued its full-year 2026 Funds From Operations (FFO) guidance, projecting a range of $2.71 to $2.79 per share. This forecast aligns closely with analysts' consensus, as the FactSet estimate stands at $2.74. The announcement provides key financial outlook for investors.
COPT Defense Reports Strong Full Year 2025 Results
COPT Defense Properties announced strong full-year 2025 financial results, with EPS of $1.34 and FFO per share, as adjusted, of $2.72, marking its seventh consecutive year of FFO per share growth. The company reported excellent leasing performance, high occupancy levels in its Defense/IT Portfolio, and committed $278 million to five new investments. COPT Defense also successfully closed on three financings, enhancing liquidity and pre-funding its 2026 bond maturity.
Top U.S. defense contractor takes full Maryland building for nearly 11 years
COPT Defense Properties (NYSE: CDP) has signed a 148,000 square foot lease with a top 10 U.S. defense contractor for nearly 11 years at 400 National Business Parkway in Annapolis Junction, Maryland. This lease, scheduled to begin in Q4 2026, increases the occupancy of the company's 882,000 square foot development pipeline to 86%. COPT Defense specializes in properties near U.S. Government defense installations, serving the USG and its contractors with mission-critical and high-security needs.
COPT Defense: Q4 Earnings Snapshot
COPT Defense Properties (CDP) reported its fourth-quarter earnings, with funds from operations reaching $57.2 million, or 70 cents per share. The real estate investment trust also announced a net income of $37.5 million, or 33 cents per share, on revenue of $197.4 million for the quarter. For the full year, the company had funds from operations of $234.3 million and revenue of $763.9 million.
A Look At COPT Defense Properties (CDP) Valuation As Earnings Optimism Lifts Recent Share Price Moves
COPT Defense Properties (CDP) is attracting investor attention ahead of its quarterly earnings release on February 5, 2026, with an expected EPS of $0.47. The stock has seen a 13.13% year-to-date return and is considered 6.5% undervalued with a fair value of $33.25, suggesting potential opportunities despite recent gains. This valuation is based on steady defense-linked demand for secure office space and unique asset characteristics, though it carries risks related to defense spending changes.
COPT Defense Properties stock hits 52-week high at 31.43 USD
COPT Defense Properties stock has reached a new 52-week high of $31.43, marking a significant milestone driven by robust market performance and investor confidence. The company demonstrates operational strength with a 3.93% dividend yield and consistent dividend payments for 34 years, despite trading slightly above its Fair Value. Recent achievements include exceeding leasing targets, securing a build-to-suit lease with a Fortune 100 company, and a raised price target from Jefferies.
Earnings Preview: COPT Defense Props
COPT Defense Props (NYSE: CDP) is expected to report its Q4 2025 earnings on Thursday. Analysts anticipate an EPS of $0.47, hoping for an optimistic guidance for the next quarter given its track record of beating estimates. While the company faces challenges with revenue decline and high debt-to-equity, it demonstrates strong profitability, effective asset utilization, and shareholder equity management, making it a compelling entity within the real estate sector.
COPT Defense Properties (NYSE:CDP) Reaches New 1-Year High - Here's Why
COPT Defense Properties (NYSE:CDP) recently hit a new 52-week high of $31.51, following several positive analyst reports and increased institutional investment. The company, a REIT focused on properties serving the U.S. federal government, maintains a "Moderate Buy" consensus rating and offers a 3.9% dividend yield. Significant firms like Vanguard and Alliancebernstein have increased their stakes in CDP, signaling strong investor confidence.
W. Thomas Fahs elected to NAIOP Maryland Board of Directors
W. Thomas Fahs, Vice President of Predevelopment and Master Planning for COPT Defense Properties, has been elected to the Board of Directors of NAIOP Maryland. NAIOP Maryland is a trade association representing the commercial real estate industry. Fahs brings nearly 30 years of experience in real estate and construction management to his new role.
W. Thomas Fahs Elected to NAIOP Maryland Board of Directors
W. Thomas Fahs, Vice President – Predevelopment and Master Planning for COPT Defense Properties, has been elected to the Board of Directors of NAIOP Maryland. He brings nearly 30 years of experience in real estate and construction management, directing development projects in the Mid-Atlantic region including The National Business Park. Fahs's election continues a tradition of COPT Defense Properties professionals supporting NAIOP Maryland's efforts to enhance the state's commercial real estate sector.
New York State Common Retirement Fund Has $18.98 Million Stock Holdings in COPT Defense Properties $CDP
The New York State Common Retirement Fund increased its stake in COPT Defense Properties (NYSE:CDP) by 22.4% during the third quarter, holding 653,172 shares valued at $18.98 million. Equity analysts have a "Moderate Buy" consensus rating with an average target price of $33.00 for COPT Defense Properties, a REIT specializing in facilities for the U.S. federal government. The company recently reported a quarterly EPS beat and offers a 4.0% dividend yield.
Y Intercept Hong Kong Ltd Buys Shares of 41,406 COPT Defense Properties $CDP
Y Intercept Hong Kong Ltd initiated a new position in COPT Defense Properties (NYSE:CDP) during the third quarter, acquiring 41,406 shares valued at approximately $1.203 million. Other institutional investors also adjusted their holdings in the company. COPT Defense Properties, which specializes in real estate for the U.S. federal government, has a "Moderate Buy" consensus rating from analysts, with an average target price of $33.00, and pays a quarterly dividend of $0.305.
AlphaQuest LLC Increases Position in COPT Defense Properties $CDP
AlphaQuest LLC significantly increased its stake in COPT Defense Properties (CDP) by 2,219.1% in Q3, now holding 116,351 shares valued at approximately $3.38 million. COPT Defense Properties reported Q3 EPS of $0.69, beating consensus, and revenues of $188.8 million. The company pays a quarterly dividend of $0.305, resulting in an annualized yield of about 4.0%, and analysts maintain a "Moderate Buy" rating with a target price of $33.00.
