Cohen And Steers ETF Shift Tests Valuation Premium And Dividend Support
Cohen & Steers (NYSE:CNS) is converting its Future of Energy Fund into an ETF, aligning with broader industry trends towards ETF structures. While analysts see a 10% upside from its current price of $64.83, Simply Wall St assesses the shares are trading at a 24.6% premium to fair value. The article also highlights concerns about dividend coverage, as the 3.83% yield is not well supported by free cash flow, which could be a factor as the company invests in building out its ETF offerings.
Cohen & Steers (NYSE:CNS) EVP Francis Poli Sells 9,696 Shares of Stock
Francis Poli, EVP of Cohen & Steers (NYSE:CNS), sold 9,696 shares of the company's stock on February 11th for a total of $636,348.48, reducing his holdings by 12.86%. Following the sale, Poli directly owns 65,675 shares worth approximately $4.31 million. The stock currently trades around $66.11, and analysts have a "Reduce" consensus rating with a $72.50 price target.
AlphaQuest LLC Cuts Holdings in Cohen & Steers Inc $CNS
AlphaQuest LLC significantly reduced its stake in Cohen & Steers Inc (NYSE:CNS) by 93.3% in the third quarter, selling 27,286 shares and owning 1,960 shares valued at $129,000. Despite this, other hedge funds like Geneos Wealth Management Inc. and Covestor Ltd increased their holdings. The article also details the company's recent earnings, analyst ratings, and insider trading activity, including a director's acquisition and an EVP's sale of shares.
COHEN & STEERS, INC. Increases Stake in BXP Inc. by 62.76%
COHEN & STEERS, INC. significantly increased its stake in BXP Inc., a real estate investment trust, by 62.76% through the acquisition of 6,827,773 shares at $64.67 each. This transaction underscores COHEN & STEERS, INC.'s confidence in BXP Inc.'s potential and its strategic focus on real estate investments. BXP Inc. is valued at $9.37 billion, owns numerous properties in major U.S. cities, and is considered modestly undervalued with a GF Value of $69.69.
Cohen & Steers (NYSE:CNS) EVP Francis Poli Sells 10,000 Shares
Cohen & Steers EVP Francis Poli sold 10,000 shares of the company's stock for $657,300 on February 12th, reducing his stake by over 15%. The asset manager recently reported Q4 EPS of $0.81, meeting analyst estimates, while revenue slightly missed expectations. The stock is currently trading at $66.11 with a market capitalization of $3.37 billion.
Insider Sell: Francis Poli Sells 19,696 Shares of Cohen & Steers Inc (CNS)
Francis Poli, Secretary and Executive Vice President of Global Compliance at Cohen & Steers Inc, sold 19,696 shares of the company on February 12, 2026. Following this transaction, Poli now owns 55,675 shares. Cohen & Steers Inc is a global investment manager specializing in liquid real assets and preferred securities.
Cohen & Steers (CNS): Buy, Sell, or Hold Post Q4 Earnings?
Cohen & Steers (CNS) saw its stock price fall by 15.1% over the last six months, despite the S&P 500 climbing by 7.3%. Analysts express caution due to the company's disappointing long-term revenue growth of 5.4% and weak annual EPS growth of 3.7% over the past five years. While CNS isn't deemed a "terrible business," its current valuation at 19.5x forward P/E suggests limited upside compared to potential downside, leading analysts to recommend other more exciting investment opportunities.
Cohen & Steers reports January end AUM of $93.1B
Cohen & Steers reported its assets under management (AUM) at the end of January to be $93.1 billion. This figure indicates the total value of assets managed by the investment firm as of the specified date.
Cohen & Steers Total Return Realty Fund (NYSE:RFI) Stock Price Passes Below 200 Day Moving Average - Time to Sell?
Cohen & Steers Total Return Realty Fund (NYSE:RFI) recently saw its stock price fall below its 200-day moving average, trading as low as $11.49 before closing at $11.6750. The real estate investment trust currently has a 200-day moving average of $11.55 and a 50-day moving average of $11.10. The company also announced a monthly dividend of $0.08, payable on March 31st, representing an annualized yield of 8.2%.
Cohen & Steers Infrastructure stock hits all-time high of $26.24 By Investing.com
Cohen & Steers Infrastructure Fund (UTF) has reached an all-time high of $26.24, demonstrating robust performance with a 15.04% total return over the past year. The fund, which offers a 7.15% dividend yield and has maintained payments for 23 consecutive years, benefits from strategic investments in infrastructure assets. This achievement highlights its appeal as a stable investment option for investors seeking resilient returns.
Cohen & Steers reports assets under management rise to $93.1 billion
Cohen & Steers Inc. reported a rise in preliminary assets under management (AUM) to $93.1 billion as of January 31, 2026, an increase of $2.5 billion from December 2025. This growth was primarily fueled by market appreciation and net inflows, despite the company's stock seeing a 27.2% decline in total return over the past year. The investment manager specializes in real assets and alternative income, and while AUM increased, the company recently reported Q4 2025 earnings that slightly missed analyst forecasts.
Cohen & Steers Infrastructure stock hits all-time high of $26.24
Cohen & Steers Infrastructure Fund (UTF) stock has reached a new all-time high of $26.24, reflecting its strong performance with a 15.04% total return over the past year. The fund, which invests in infrastructure assets, offers a significant 7.15% dividend yield and has consistently paid dividends for 23 consecutive years. This milestone highlights its attractiveness as a stable investment option for investors seeking resilient returns.
Cohen & Steers reports assets under management rise to $93.1 billion
Cohen & Steers Inc. reported preliminary assets under management (AUM) of $93.1 billion as of January 31, 2026, an increase of $2.5 billion from the previous month. This growth was primarily due to market appreciation and net inflows across open-end funds, institutional accounts, and closed-end funds. Despite a yearly stock decline, the company maintains profitability with solid revenue growth.
Cohen & Steers Total Return Realty Fund (NYSE:RFI) Stock Crosses Below 200 Day Moving Average - Here's What Happened
Cohen & Steers Total Return Realty Fund (NYSE:RFI) recently saw its stock price fall below its 200-day moving average, trading as low as $11.18. The real estate investment trust has a 200-day moving average of $11.57 and a 50-day moving average of $11.10. The company also announced a monthly dividend of $0.08 per share, representing an annualized yield of 8.6%.
The Bull Case For Cohen & Steers (CNS) Could Change Following Margin Squeeze Despite Rising Revenue
Cohen & Steers (CNS) reported increased revenue in Q4 2025 but experienced a decline in net income and diluted EPS, indicating margin pressures. This shift in profitability is prompting a focus on cost discipline and fee sensitivity, impacting the investment narrative. The company's share price slide suggests a potential undervaluation, but investors should be mindful of earnings and dividend risks due to weaker profitability and dividend coverage.
Cohen & Steers, Inc. (CNS): A Bull Case Theory
This article summarizes a bullish thesis on Cohen & Steers, Inc. (CNS), an asset manager specializing in real estate, infrastructure, and preferred securities. The bull case highlights CNS's potential for growth due to the U.S. Federal Reserve's shift to an easing policy, leading to positive net inflows after a period of outflows. The firm's strong long-term fund performance, solid balance sheet, and attractive dividend yield further support its investment appeal.
The Bull Case For Cohen & Steers (CNS) Could Change Following Margin Squeeze Despite Rising Revenue
Cohen & Steers (CNS) reported increased revenue in Q4 2025, but net income and diluted EPS declined, indicating margin pressures. This shift in profitability, despite revenue growth, puts a spotlight on cost discipline and fee sensitivity for the investment firm. While the share price has not drastically reacted, the sustainability of its dividend and the quality of future earnings are now critical factors for investors to watch.
Evaluating Cohen & Steers (CNS) Valuation After Mixed Short And Long Term Share Returns
Cohen & Steers (CNS) has shown mixed share performance, with a recent 2.36% gain over the past month contrasting with a 25.10% decline over the last year. While a popular narrative suggests the stock is 11.2% undervalued with a fair value target of $72.33, strategic expansion plans are expected to drive future growth. However, the article also notes that a discounted cash flow model suggests the stock might be overvalued at its current price of $64.26, indicating a need for investors to consider both earnings potential and cash flow analysis.
5 Must-Read Analyst Questions From Cohen & Steers's Q4 Earnings Call
Cohen & Steers (CNS) met Q4 revenue and EPS expectations, but its stock declined due to a significant drop in operating margin caused by increased G&A expenses. Analysts probed the CEO on private real estate demand, the scalability of active ETFs, institutional channel progress, and client demand trends for active ETFs. Future monitoring will focus on ETF adoption, distribution expansion, improved operating leverage, and shifts in client allocations.
Teacher Retirement System of Texas Increases Holdings in Cohen & Steers Inc $CNS
The Teacher Retirement System of Texas significantly increased its stake in Cohen & Steers Inc (NYSE:CNS) by 529.9% in the third quarter, now owning 71,038 shares valued at $4,661,000. Other institutional investors also adjusted their positions in the asset manager. The article details Cohen & Steers' recent financial performance, dividends, and mixed analyst ratings, alongside recent insider buying activities.
EFG Asset Management North America Corp. Cuts Holdings in Cohen & Steers Inc $CNS
EFG Asset Management North America Corp. significantly reduced its stake in Cohen & Steers Inc (NYSE:CNS) by 49% in Q3, owning 29,582 shares valued at $1.94 million. While EFG decreased its holdings, other major institutions like Wasatch Advisors and Norges Bank either increased or initiated substantial positions, bringing institutional ownership to 51.47%. Insider activity shows Director Martin Cohen bought 50,000 shares, and although Cohen & Steers reported Q4 EPS in line with estimates, revenue slightly missed, and analysts maintain a "Reduce" rating with an average target price of $72.50.
Cohen & Steers, Inc. (NYSE:CNS) Q4 2025 Earnings Call Transcript
Cohen & Steers, Inc. (NYSE:CNS) reported solid Q4 and full-year 2025 earnings, with EPS of $0.81 for the quarter and $3.09 for the year, driven by higher average AUM and net inflows. The company highlighted strong long-term outperformance across its AUM, with 95% outperforming benchmarks over 1, 3, 5, and 10 years, and discussed strategic plans for organic growth in 2026, focusing on active ETFs and institutional channels. Executives anticipate continued momentum in real assets, natural resource equities, and listed infrastructure, expecting them to play a larger role in diversified portfolios amidst broadening economic growth.
Why Cohen & Steers (CNS) Is Down 6.4% After Mixed Q4 2025 Results And Platform Expansion
Cohen & Steers (CNS) saw its stock drop 6.4% after reporting mixed Q4 2025 results, with revenue up but net income and EPS down. Despite this, the company highlighted positive investment flows and expanded its private real estate platform with a new appointment. The article suggests that while the stock looks expensive compared to peers and dividend cover is tight, it might be significantly undervalued according to a fair value estimate.
CNS Q4 Deep Dive: Margin Compression Overshadows Net Inflows and Product Expansion
Cohen & Steers (CNS) met Q4 CY2025 revenue and non-GAAP earnings expectations, but its stock reacted negatively due to a significant decline in operating margin caused by higher general and administrative expenses. Management highlighted continued net inflows and stable fee rates, with a future focus on harvesting returns from past investments and expanding real assets demand. The company aims to balance growth investments with cost discipline while monitoring active ETF adoption and global distribution.
Why Cohen & Steers (CNS) Is Down 6.4% After Mixed Q4 2025 Results And Platform Expansion
Cohen & Steers (CNS) reported mixed Q4 2025 results, with revenue up but net income and EPS down, leading to a 6.4% stock decline. The firm is focusing on real asset investment with positive inflows and an expanding institutional pipeline, including the appointment of Diana Shieh to lead its private real estate platform. Despite these strategic moves, the stock trades at a higher earnings multiple than peers and has tight dividend cover, with Simply Wall St suggesting a fair value around US$72.33.
Why Cohen & Steers (CNS) Is Down 6.4% After Mixed Q4 2025 Results And Platform Expansion
Cohen & Steers (CNS) experienced a 6.4% stock price drop following mixed Q4 2025 results, with revenue rising but net income and EPS declining. The company highlighted positive investment flows, a strong institutional pipeline, and the appointment of Diana Shieh to lead its private real estate platform. Despite these strategic moves, the stock's valuation appears rich compared to peers, and its dividend coverage remains tight, contributing to investor caution.
Cohen & Steers (CNS) Valuation Check After Q4 Revenue Growth And Lower Net Income
Cohen & Steers (CNS) reported Q4 2025 revenue of US$143.8 million and net income of US$34.88 million. Despite recent positive momentum in share price, the stock is down over the past year. Analysts suggest the stock is slightly undervalued at $72.33, while its current P/E of 21.4x is below the industry average but above peers and a fair ratio of 15x.
Cohen & Steers Total Return Realty Fund (NYSE:RFI) Stock Price Crosses Below 200-Day Moving Average - Here's Why
Cohen & Steers Total Return Realty Fund (NYSE:RFI) has seen its stock price fall below its 200-day moving average of $11.61, indicating potential bearish momentum. The fund recently declared a monthly dividend of $0.08 per share, resulting in an annualized yield of 8.6%. Institutional investors collectively hold approximately 20.42% of the company's stock, with several firms slightly increasing their positions in recent quarters.
Cohen & Steers Reports Results for Fourth Quarter and Year Ended December 31, 2025
Cohen & Steers, a global investment manager, released its financial results for the fourth quarter and full year ended December 31, 2025. The company reported diluted EPS of $0.68 (adjusted $0.81) for Q4 and $2.97 (adjusted $3.09) for the full year, with net inflows of $1.2 billion and $1.5 billion respectively. The report also detailed changes in operating margin due to non-recurring expenses and provided updates on Assets Under Management and the company's balance sheet.
Cohen & Steers Reports Results for Fourth Quarter and Year Ended December 31, 2025
Cohen & Steers (NYSE: CNS) reported its financial results for the fourth quarter and full year ended December 31, 2025. The company announced diluted EPS of $0.68 for Q4 ($0.81 as adjusted) and $2.97 for the full year ($3.09 as adjusted). Ending AUM stood at $90.5 billion with net inflows of $1.2 billion for the quarter, while full-year net inflows reached $1.5 billion.
Cohen & Steers (CNS) Reports $1.28B Net Inflows and $0.81 EPS for Q4 2025
Cohen & Steers (CNS) reported strong financial performance for Q4 2025, with $1.28 billion in net inflows, contributing to $1.5 billion for the full year, primarily driven by advisory services and U.S. REITs. The company maintained stable earnings of $0.81 per share for the quarter, with full-year EPS rising to $3.09, and saw a 2% sequential increase in Q4 revenue to $143.8 million. Management plans strategic investments in global distribution and private real estate, anticipating approximately 8% growth in REIT earnings in 2026.
Cohen & Steers Inc (CNS) Stock Price Down 4% on Jan 23
Shares of Cohen & Steers Inc (CNS) fell 4.00% on January 23, reaching an intraday low of $65.97 before closing at $66.03. This places the stock 27.50% below its 52-week high and 13.08% above its 52-week low. Analysts provide an average target price of $71.00, implying a 7.53% upside, while GuruFocus estimates a fair value of $80.29, suggesting a 21.6% upside.
Cohen & Steers Inc (NYSE:CNS) Reports In-Line Q4 2025 Earnings, Meets Revenue and EPS Estimates
Cohen & Steers Inc (NYSE:CNS) reported Q4 2025 earnings that were in line with Wall Street expectations, with revenue of $143.8 million and non-GAAP EPS of $0.81. The market reaction was subdued due to the "as-expected" nature of the report. Analysts project continued growth for 2026, with estimated sales of $612.7 million and Q1 2026 revenue and EPS figures of $147.6 million and $0.80, respectively.
Cohen & Steers (NYSE:CNS) Posts Q4 CY2025 Sales In Line With Estimates
Cohen & Steers (NYSE:CNS) reported Q4 CY2025 sales of $143.8 million, showing a 2.9% year-on-year growth and meeting Wall Street's revenue expectations. The investment management firm's non-GAAP profit per share was $0.81, also aligning with analyst estimates. Despite meeting Q4 revenue targets, the company's long-term revenue growth has been slower than ideal, though recent two-year growth shows some improvement.
Cohen & Steers (CNS) Reports Q4: Everything You Need To Know Ahead Of Earnings
Cohen & Steers (CNS) is set to announce its Q4 earnings tomorrow. Analysts expect revenue to grow 2.4% year-on-year to $143.2 million and adjusted earnings per share to be $0.81. The company beat revenue and EPS estimates last quarter, and its stock is up 8.6% over the last month, outperforming peers in the capital markets segment.
Cohen & Steers Inc $CNS Shares Sold by SG Americas Securities LLC
SG Americas Securities LLC significantly reduced its stake in Cohen & Steers (NYSE:CNS) during Q3, selling 76.1% of its shares. Despite this, insider Martin Cohen recently increased his holdings, and insiders collectively purchased 100,000 shares in the last 90 days. Cohen & Steers trades near $68.78, offers a 3.6% dividend yield, and has a consensus analyst rating of "Reduce" with an average target of $72.50.
Cohen & Steers Q4 2025 Results: Revenue & Earnings Forecast - News and Statistics
Investment management firm Cohen & Steers (NYSE:CNS) is set to announce its Q4 2025 earnings. Analysts expect revenue to grow 2.4% year-on-year to $143.2 million, a slowdown from the previous year, and adjusted earnings are projected at $0.81 per share. Despite missing revenue estimates four times in the last two years, Cohen & Steers' shares have outperformed peers in the last month, currently trading around $68.70 against an average analyst target of $72.33.
Cohen & Steers (NYSE:CNS) Downgraded to "Strong Sell" Rating by Zacks Research
Zacks Research downgraded Cohen & Steers (NYSE:CNS) from a "hold" to a "strong sell" rating. Despite the downgrade, Cohen & Steers recently beat quarterly earnings and revenue estimates, reporting $0.81 EPS and $140.94 million in revenue. Insider buying activity has been noted, with Director Martin Cohen purchasing shares and insiders collectively acquiring approximately 100,000 shares in the last 90 days, retaining significant ownership.
Cohen & Steers Open-End Mutual Funds Announce Projected Capital Gain Distributions
Cohen & Steers Capital Management, Inc. announced the projected short-term and long-term capital gain distributions for its open-end mutual funds for 2006. The estimates are subject to change based on market activity, and actual distributions will be detailed in shareholders' 1099-DIV forms in early 2007. Shareholders are advised that the net asset value of a fund with a capital gain distribution will decline on the ex-dividend date to reflect the adjusted value.
What Cohen & Steers leaders will cover in their Jan. 23 earnings call
Cohen & Steers (NYSE: CNS) is set to release its fourth-quarter and full-year 2025 results after market close on January 22, 2026. The company will then host a conference call on January 23, 2026, at 10:00 a.m. ET, featuring CEO Joseph Harvey, interim CFO Michael Donohue, and President & CIO Jon Cheigh, to discuss operating results and present their outlook. The earnings release and presentation will be made available on the company's Investor Relations website, with live access to the call via webcast and telephone.
Cohen & Steers Closed-End Mutual Funds Announce Projected Capital Gain Distributions
Cohen & Steers Capital Management, Inc. has announced the projected long-term capital gain distributions for its closed-end mutual funds for 2007, with amounts varying per share for each fund. These distributions are expected to be paid on January 25, 2008, to shareholders of record as of December 26, 2007. The projections are estimates and subject to change based on market and portfolio activity, and some funds may reclassify distributions for tax purposes at year-end.
Cohen & Steers’ Private Real Estate Reset: What Does Shieh’s Promotion Signal About CNS’s Strategy?
Cohen & Steers (CNS) recently appointed Diana Shieh as COO and Head of Asset Management for its Private Real Estate Group, following a slight decline in December AUM. This promotion, alongside new active ETF launches, indicates the firm's strategy to refine its private real estate platform and broaden product offerings amid changing real asset market conditions. While the company forecasts significant revenue and earnings growth, investors still need to consider the ongoing shift towards lower-fee, passive products.
Cohen & Steers (CNS) Expected to Announce Quarterly Earnings on Thursday
Cohen & Steers (CNS) is anticipated to release its Q4 2025 earnings before market open on Thursday, January 22nd, with analysts forecasting an EPS of $0.81 and revenue of $144.3 million. The company recently surpassed estimates in its previous quarter, reported a 6.4% year-over-year revenue increase, and announced a quarterly dividend of $0.62. Insider activity shows significant buying, with Director Martin Cohen acquiring 12,708 shares, bringing insider ownership to 47.6%.
Cohen & Steers’ Private Real Estate Reset: What Does Shieh’s Promotion Signal About CNS’s Strategy?
Cohen & Steers (CNS) recently appointed Diana Shieh as COO and Head of Asset Management for its Private Real Estate Group, following a modest decline in assets under management (AUM). This move signals the firm's strategic efforts to refine its private real estate platform and broaden its product offerings to navigate shifting real asset market conditions and investor preferences for income and diversification. The firm aims for significant revenue and earnings growth by 2028, with a projected fair value of US$71.67, indicating a slight upside from its current price.
Cohen & Steers, Inc. to Release Fourth Quarter and Full Year 2025 Results on January 22, 2026
Cohen & Steers, Inc. (NYSE: CNS) announced it will release its fourth quarter and full year 2025 financial results after market close on January 22, 2026. The company will host a conference call on January 23, 2026, at 10:00 a.m. ET to discuss these results and provide an outlook, led by CEO Joseph Harvey, interim CFO Michael Donohue, and President and CIO Jon Cheigh.
Cohen & Steers, Inc. to Release Fourth Quarter and Full Year 2025 Results on January 22, 2026
Cohen & Steers, Inc. announced that it will release its fourth-quarter and full-year 2025 results after the market closes on Thursday, January 22, 2026. The company will host a conference call on Friday, January 23, 2026, at 10:00 a.m. ET to discuss the operating results and outlook, with webcast and telephone access available for investors and analysts. Cohen & Steers specializes in real assets and alternative income investments, with offices globally.
Cohen & Steers (CNS) Reports Decrease in Assets Under Management
Cohen & Steers (CNS) reported a $1.4 billion decrease in assets under management (AUM) in December 2025, primarily due to market depreciation, totaling $90.5 billion. Despite this, the firm maintains strong financial health with robust operating margins and a high Altman Z-Score. Valuation metrics suggest potential undervaluation, with the stock trading near historical lows.
Cohen & Steers (CNS) Valuation Check After New Private Real Estate Leadership Appointment
Cohen & Steers (CNS) has appointed Diana Shieh as COO and Head of Asset Management for its Private Real Estate Group, drawing investor attention. The stock is currently trading at $68.04, showing an 8.79% gain over 30 days but a 16.99% decline over one year. Simply Wall St assesses the company as 5.1% undervalued with a fair value of $71.67, driven by strategic expansion and product diversification.
Cohen & Steers names Diana Shieh as private real estate COO
Cohen & Steers, Inc. (NYSE:CNS) has appointed Diana Shieh as Chief Operating Officer and Head of Asset Management for its Private Real Estate Group. Shieh, who brings over 20 years of real estate investment and operational experience, will oversee strategic asset management and align operations across key functions. This appointment is part of ongoing strategic changes at the firm, which recently reported $90.6 billion in assets under management and declared a quarterly dividend.
Cohen & Steers names Diana Shieh as private real estate COO
Cohen & Steers, Inc. (NYSE:CNS) has appointed Diana Shieh as the Chief Operating Officer and Head of Asset Management for its Private Real Estate Group. Shieh brings over two decades of real estate investment and operational experience, previously managing multi-billion dollar portfolios at Oxford Properties Group and Madison International Realty. In her new role, she will be responsible for strategic asset management and aligning operations to enhance scalability within the firm's private real estate division.
