Cohen & Steers Inc CNS

74.20 (0.95) (1.26%) as of 25 Sep
Market cap
$3.9B
P/E
22.7×
Growth Flags show if company had growth for consecutive years,
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 17.18
Total sells 2.48
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy 1 3 — — — — — — — — — —
Sell — — — — 1 — — 1 1 1 — —
Insider Ownership 46.12%

Capital & Financial Ratios

Market Cap 3,860.00
Revenue 583.89
Net Income 169.12
Free Cash Flow 68.38
Net Debt (612.20)
Current Ratio 12.46
Debt/Equity 0.00
P/E ratio 22.69
P/S ratio 6.55
P/B ratio 5.85
Past 5Y EPS Growth 1.27%
This Y EPS Growth 12.78%
Next Y EPS Growth 13.34%
Next 5Y EPS Growth 13.10%
in millions of $

Dividends

Payout Ratio 0.77
Annual Dividend Rate 2.28
Annual Dividend Yield 3.43%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 2.68
0.67
0.67
0.67
2025 2.48
0.62
0.62
0.62
0.62
2024 2.36
0.59
0.59
0.59
0.59
2023 2.28
0.57
0.57
0.57
0.57
2022 2.20
0.55
0.55
0.55
0.55
2021 1.35
0.45
0.45
0.45
1.25
2020 1.17
0.39
0.39
0.39
1.00
2019 1.44
0.36
0.36
0.36
0.36
2018 1.32
0.33
0.33
0.33
0.33
2017 0.84
0.28
0.28
0.28
1.00
2016 0.78
0.26
0.26
0.26
0.50
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 187 518 582 612
Receivables 74 76 82 84
Inventory — — — —
Other — — — —
261 593 662 697
2023 2024 2025 Q'26
Payables 10 11 9 10
ST’ Debt — — — —
Other — — — —
82 86 91 56
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 5.40% 5.40% (0.64%)
Cash Flow 0.00% 0.00% 0.00%
Earnings 9.03% 14.88% (3.60%)
Book Value 10.18% 28.52% 21.39%

Revenue

Mar Jun Sep Dec Year
’26 146 153 — — —
’25 134 136 142 144 556
’24 123 122 133 140 517
’23 126 121 124 119 490
’22 154 147 140 125 567
’21 126 144 154 160 584
’20 106 94 111 116 428
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (51) 67 — — —
’25 (109) (68) 55 1 (120)
’24 5 31 26 35 97
’23 (15) 54 75 59 172
’22 (106) 58 52 58 62
’21 9 81 81 72 243
’20 (6) 61 32 2 89
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (51) 66 — — —
’25 (110) (70) 53 1 (126)
’24 1 27 24 33 85
’23 (20) 38 49 48 115
’22 (107) 57 51 57 57
’21 8 81 80 71 240
’20 (6) 60 31 1 87
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.82 0.95 — — —
’25 0.77 0.72 0.81 0.68 2.97
’24 0.68 0.63 0.77 0.89 2.97
’23 0.71 0.64 0.65 0.60 2.60
’22 0.85 1.06 0.90 0.66 3.47
’21 1.00 0.95 1.05 1.30 4.31
’20 0.42 0.59 0.66 (0.09) 1.57
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2.7
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
26.72 33.19 32.95 33.16 33.52 62.43 52.34 50.05 64.13 58.39

Analyst estimates 2026–2028

Powerpack
Low Price
43.83 47.82 47.83 68.23 78.82 101.22 94.40 78.87 110.67 93.22
High Price
287 303 328 328 347 354 388 405 411 424
Employees
1 1 1 1 1 2 1 1 1 1
Revenue/Emp
351 379 381 411 428 584 567 490 517 556
Revenue
100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00%
Gross Margin
143 160 144 188 93 282 197 180 210 205
EBT
40.80% 42.36% 37.73% 45.65% 21.84% 48.29% 34.73% 36.81% 40.50% 36.80%
EBT Margin
93 92 110 147 75 226 149 137 163 157
Net Income
8 15 15 15 16 16 17 18 16 18
Depreciation
7.65 8.17 8.14 8.69 8.94 12.08 11.62 9.93 10.26 10.87
Revenue/Sh
2.02 1.98 2.43 2.85 1.60 4.38 3.51 2.62 3.00 2.99
Earnings/Sh
2.50 1.39 1.55 2.99 1.87 5.03 1.26 3.49 1.92 (2.35)
Cash Flow/Sh
(0.22) (0.07) (0.07) (0.06) (0.05) (0.06) (0.09) (1.16) (0.23) (0.12)
Capex/Sh
2.28 1.32 1.48 2.93 1.81 4.97 1.18 2.33 1.69 (2.47)
Free CF/Sh
5.78 5.94 4.76 4.52 3.65 5.28 7.00 7.83 10.34 11.94
Book Value/Sh
46 46 47 47 48 48 49 49 50 51
Shares
16.76 23.95 14.07 22.02 46.15 21.22 18.90 29.21 30.78 21.00
PE Ratio
4.43 5.83 4.21 7.22 8.31 7.66 5.69 7.68 9.00 5.78
PS Ratio
5.85 8.02 7.21 13.88 20.38 17.52 9.45 9.73 8.93 5.26
PB Ratio
3.77 5.04 3.38 7.08 8.29 7.38 5.50 7.59 8.27 4.99
EV/Sales
12.64 31.27 18.64 20.97 40.90 17.94 54.27 32.32 50.35 (21.95)
EV/FCF
115 64 73 141 89 243 62 172 97 (120)
Op' Cash Flow
(10) (3) (3) (3) (3) (3) (4) (57) (12) (6)
Capex
105 61 69 139 87 240 57 115 85 (126)
FCF
228 291 252 84 39 159 221 179 506 571
Working Cap'
— — 54 43 35 25 139 — — —
Total Debt
(231) (302) (318) (101) (41) (184) (247) (187) (518) (582)
Net Debt
266 276 223 214 174 255 342 386 521 611
Sh' Equity
29.09% 24.72% 25.56% 30.48% 20.40% 50.26% 29.34% 18.31% 19.53% 18.14%
ROA
245.53% 0.00% 0.00% 89.08% 44.67% 229.82% 143.29% 51.72% 3,494.44% 381.66%
ROIC
37.35% 33.97% 45.72% 61.70% 39.48% 98.46% 57.32% 35.46% 33.33% 27.06%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Cohen & Steers Inc (CNS) key facts

  • Cohen & Steers Inc (CNS) is an Asset Management company in the Financial sector, listed on the New York Stock Exchange.
  • Cohen & Steers Inc’s revenue for fiscal 2025 (year ended December 2025) was $556.1 million, up 7.48% from fiscal 2024.
  • As of September 25, 2026, CNS traded at $74.20, a market capitalization of $3.9 billion.
  • Cohen & Steers Inc pays an annual dividend of $2.28 per share, a yield of 3.43%, with a payout ratio of 76.7%.
  • Return on equity was 27.1% and debt-to-equity 0.00.

Source: company filings (standardised) and stockrow calculations.

Cohen & Steers Inc (CNS) Latest News

News by impact score

Fine-tune

22 Sep

3

Cohen & Steers (CNS) reported Q2 revenue of $152.7 million, up 12.2% year over year and above estimates by 1.1%. Despite the top-line beat, the stock fell 8.2% and trades around $74.41. The broader custody-bank group beat earnings estimates by 3.2% on average and held prices relatively flat. CNS is an investment manager focused on real estate securities, infrastructure, real assets, and preferred securities for institutional and individual investors. Growth is supported by rising assets under custody, demand for data analytics, and blockchain-driven settlement improvements; challenges include fee pressure from large clients, heavy technology investments, and competition from fintech entrants. The market backdrop is mixed amid macro concerns, AI shifts, and geopolitics, with emphasis on identifying winners with solid fundamentals. Revenue beat but stock fell, signaling muted near-term sentiment despite solid topline.

21 Aug

3

Cohen & Steers acquires Royal Plaza as fair value questions return. Property acquisition introduces moderate effects on portfolio positioning and valuation perceptions without fundamentally shifting company trajectory.

12 Aug

4

Cohen & Steers Inc launches Real Assets Active ETF (CSRA). New ETF launch represents major product expansion in core asset management business.

29 Jul

4

Cohen & Steers Closed-end Opportunity Fund, Inc. announces changes to its investment policy and strategy. Policy and strategy shifts at the closed-end fund directly affect asset allocation, returns, and investor positioning for CNS.

3

Cohen & Steers Inc posts stronger earnings and appoints new marketing leadership, prompting questions on whether these factors alter its investment case. Stronger earnings and new marketing leadership may moderately influence Cohen & Steers financial performance and competitive positioning without fundamentally shifting its trajectory.

17 Jul

4

Cohen & Steers Inc reported strong net inflows and assets under management growth in its Q2 2026 earnings call. Strong net inflows and AUM expansion signal major positive shifts in financial performance and investor sentiment.

4 transcript

Cohen & Steers Inc reported Q2 2026 results in its earnings call, covering revenue, assets under management, net income, and management outlook on operations and market conditions. Quarterly earnings and guidance directly shape near-term valuation and investor positioning for the asset manager.

3 transcript

Cohen & Steers Inc held its Q2 earnings call, covering financial results, assets under management, revenue trends and management commentary on business outlook. Q2 earnings call supplies performance metrics and forward guidance that can move investor sentiment and near-term stock trading.

3

Cohen & Steers exceeded second-quarter forecasts, driven by higher inflows and increased assets under management. Quarterly earnings beat with AUM growth supports near-term financial performance and investor sentiment.

16 Jul

3

Cohen & Steers Inc posted Q2 CY2026 sales above analyst estimates. Quarterly sales beat provides positive revenue signal but remains a routine earnings update without altering long-term strategy.

3

Cohen & Steers Inc reported its financial results for the second quarter of 2026. Standard quarterly results release supplies updated financial metrics that can shift near-term investor views but rarely redefine company strategy.

20 May

3

Cohen & Steers forms strategic partnership with J.P. Morgan to expand access to its Short Duration Hybrid Credit SICAV Strategy. Partnership with J.P. Morgan widens distribution of Cohen & Steers credit strategy and may lift assets under management.

29 Apr

4

Cohen & Steers Inc undergoes leadership shift, spotlighting governance issues and valuation concerns amid investor scrutiny. Leadership changes highlight governance weaknesses and valuation risks, poised to significantly sway investor sentiment and company trajectory.

23 Apr

3

Cohen & Steers Inc spotlights five must-read analyst questions from its Q1 earnings call, highlighting key investor concerns on performance, strategy, and market outlook. Key analyst questions from Q1 earnings call probe financial results and strategic direction, likely influencing investor sentiment moderately.

21 Apr

4 transcript

Cohen & Steers Inc. (CNS) Q4 2025 earnings call transcript covers quarterly financial results, management discussion, and future outlook. Q4 earnings transcript discloses financial performance and guidance pivotal to investor decisions and stock trajectory.

20 Apr

3

Cohen & Steers (CNS) sees stronger inflows and assets under management (AUM) momentum, prompting debate on whether investors should adjust positions. Stronger inflows and AUM momentum boost CNS revenue potential and market sentiment moderately without game-changing shifts.

18 Apr

4

Cohen & Steers Inc (CNS) Q1 2026 earnings call highlights navigating growth amidst market challenges. Q1 2026 earnings highlights outline growth navigation in challenging markets, signaling major strategic impacts on future performance and investor sentiment.

17 Apr

4 transcript

Cohen & Steers (CNS) released Q1 2026 earnings call transcript detailing first-quarter financial results, management insights, and future guidance. Q1 2026 earnings transcript discloses financial performance and strategic outlook that significantly affect CNS stock trajectory and investor sentiment.

4

Cohen & Steers Inc. released highlights from its Q1 earnings call, covering financial results, asset management performance, and outlook. Q1 earnings call highlights detail financial performance, AUM growth, and strategic outlook, significantly influencing investor sentiment and stock trajectory.

4

Cohen & Steers, Inc. Q1 2026 earnings call summarized financial results, assets under management, revenue, net income, and outlook amid real estate and preferred securities markets. Q1 2026 earnings summary details financial metrics, AUM trends, and guidance that could significantly sway investor sentiment and CNS stock trajectory.

3

Cohen & Steers Inc (CNS) Q1 results highlight robust real asset inflows and ETF expansion countering margin pressure. Real asset flows and ETF growth offset margin pressure, providing moderate support to financial performance amid competitive pressures.

16 Apr

4

Cohen & Steers (NYSE:CNS) exceeded Q1 CY2026 expectations. Exceeding quarterly expectations boosts financial performance and investor sentiment significantly.

3

Cohen & Steers Inc. reported first quarter 2026 results, highlighting key financial metrics and performance updates. Quarterly earnings results influence financial performance and short-term investor sentiment but represent routine reporting.

14 Apr

3

Analysts preview Cohen & Steers Inc (CNS) Q1 earnings, highlighting expected revenue from management fees, AUM growth amid market volatility, EPS projections, and potential beats or misses influencing stock performance. Q1 earnings expectations directly influence investor sentiment and short-term financial performance outlook.

11 Mar

4

Cohen & Steers announces plan to convert the Cohen & Steers Future of Energy Fund to an ETF. Converting the fund to an ETF is a major strategic move to tap into the booming ETF market, potentially increasing AUM and enhancing competitiveness.

28 Feb

3

Cohen & Steers Inc. (CNS) raised its quarterly dividend, signaling a strategic shift toward prioritizing capital returns to shareholders amid strong cash flows and financial performance. Dividend hike demonstrates confidence in sustained earnings and commitment to shareholders, moderately enhancing investor sentiment and valuation.

12 Feb

3

Cohen & Steers Inc (CNS) reported its Q4 earnings, revealing mixed results that have led analysts to debate whether to buy, sell, or hold the stock. The company's performance showed some strengths, but also highlighted areas of concern that could affect future growth. Investors are weighing the implications of these results on CNS's market position and overall strategy moving forward. Mixed Q4 earnings results indicate a moderately noticeable influence on future performance and market sentiment.

11 Feb

4

Cohen & Steers Inc (CNS) is experiencing a surge in ETF conversions from mutual funds, reaching record highs. This trend reflects a growing preference among investors for the tax efficiency and lower costs associated with ETFs. As more mutual funds transition to ETFs, CNS is positioned to benefit from this shift, potentially enhancing its market presence and financial performance in the investment management sector. The significant increase in ETF conversions indicates a major shift in investor preferences that could enhance CNS's market position and financial performance.

9 Feb

3

Cohen & Steers Inc (CNS) reported preliminary assets under management (AUM) of $70.5 billion for January 2026, reflecting a decrease from $71.2 billion in December 2025. The firm experienced net outflows of $0.7 billion during the month, attributed to market conditions and client reallocations. Despite the outflows, CNS remains focused on its investment strategies and client relationships. The decrease in AUM and net outflows indicate potential challenges in attracting new investments, which may moderately influence financial performance.

6 Feb

3

Cohen & Steers Inc (CNS) is compared with FHI to determine which stock presents a better value option. The analysis considers various financial metrics, market conditions, and growth potential of both companies. Investors are encouraged to evaluate the strengths and weaknesses of each stock to make informed decisions. The comparison of value options may influence investor sentiment and decision-making but is not expected to significantly alter the overall trajectory of CNS.

stockrow.com/CNS · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com