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CNCNS

Cohen & Steers, Inc.

$CNS·$3.6B·Asset Management·Financial Services
$68.98+3.9%YTD+6.1%1Y-1.0%
Price updated 23m ago·X counts updated 4d ago
CNCNS
$CNSCohen & Steers, Inc.
$68.98+3.90%124 posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $CNS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

124X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $CNS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 87% of tracked names.

Neutral sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-11

The $CNS cashtag is a crypto memecoin (0% snipers/bundlers per scanners, 2 holders framed as authentic, bubble-map DYOR angle) — not Cohen & Steers equity. Sample is community-shill from a single account cluster; no equity signal.

Read what X is saying about $CNS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CNS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

REIT-and-infrastructure asset manager with Q2 revenue +17% YoY, 40% operating margin, 31% ROE and shares up 17% YTD.

Cohen & Steers manages equity portfolios anchored in listed real estate, infrastructure and preferreds for institutional and intermediary clients, so revenue scales with AUM and the realized-REIT market cycle.

  • Q2 FY26 revenue $166.9M, +17.2% YoY with 40.1% operating margin; prior four quarters: +2.2%, -0.6%, +4.9%, +17.2% — four-quarter revenue acceleration
  • TTM: 28x earnings, 7.6x sales, 31% ROE, 66% gross margin, 32% operating margin, FCF yield -0.3%, debt-to-equity 0.24 — scaled asset-manager economics
  • 2026 estimates: $617M revenue, $3.49 EPS; 2027 $690M, $3.95 EPS — modeling 12% revenue and 13% EPS growth
  • YTD +17%, trailing-12m +13% at $73.12 against a $3.8B market cap
  • The closed-end-fund family (RFI, FOF, UTF, RQI) is a steady AUM anchor driving fee-base stability

The operating line accelerated in Q2 as REIT and infrastructure sentiment improved, and the asset-manager economics show through — margins expanding, fees compounding. The multiple at 28x TTM is extended but matches a mid-cycle asset-manager accelerating on recent AUM flow.

Differs from X sentimentThe $CNS cashtag on X is dominated by a crypto memecoin thread — the attention is about a tokenholder community, not about Cohen & Steers as an equity. The fundamental Q2 operating step-up is independent of that chatter.

What to watch: Oct 15 Q3 earnings and AUM-flow commentary — whether REIT-ETF demand continues lifting the fee base above the Q2 trajectory or decelerates as the comp lap tightens.

On the calendar: 2026-10-15 Q3 earnings

ticker confusion crypto

Read the AI verdict on $CNS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Asset manager specializing in real estate, infrastructure, and alternatives for pension funds and institutional clients.

Industry overviewAI analysisGenerated by AI from underlying data

Where Asset Management sits in its cycle right now — and what that implies for $CNS.

Asset Management · Financial Services

No material change from last week — yield-seeking institutional capital continues flowing into private credit and infrastructure alternatives.

What this means for $CNS

Partial — Asset manager specializing in real estate, infrastructure, and alternatives for pension funds and institutional clients.

Top industry ETF

$IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
-1.4%YTD
+1.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
27.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
50.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
32.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
7.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
30.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
66.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 16, 2026$0.85$0.85-0.6%
Q1 2026Apr 16, 2026$0.79$0.81-2.5%
Q4 2025Jan 22, 2026$0.81$0.810.0%
Q3 2025Oct 16, 2025$0.81$0.78+4.5%
Next earningsThu, Oct 15·consensus EPS $0.89

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$166.9M+17.2%88.3%40.1%$0.96—
Q1 FY26$146.7M+4.9%85.3%34.9%$0.82$-51.4M
Q4 FY25$143.8M-0.6%82.1%28.0%$0.68$55.7M
Q3 FY25$141.7M+2.2%48.1%34.5%$0.81$52.6M

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$616.9M$612.8M – $621.0M$3.43$3.32 – $3.531
FY27$689.9M$685.3M – $694.5M$3.81$3.70 – $3.921
FY28$669.7M$665.3M – $674.2M$4.27$4.23 – $4.311

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.28%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-14.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-7.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 27.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.225-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 20Elena DulikChief Accounting Officer, SVP1.1K sh$91KSellJun 16Daniel NoonanPresident4.4K sh$337KSellMay 26Jon CheighPresident10.5K sh$753K
+ 35 other (31 awards · 3 gifts · 1 inkind) in window

See when $CNS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 93
AI summary

Cohen & Steers newly appointed CFO Amit Muni filed a Form 3 initial ownership statement on June 8, 2026 (his effective appointment date), disclosing no securities beneficially owned at the time. Standard initial Section 16(a) disclosure for the new CFO of the liquid real assets investment management firm.

8-KOfficer or director changeMay 218-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Cohen & Steers appointed Amit Muni as Executive Vice President and CFO effective June 8, 2026, succeeding Interim CFO Michael Donohue. Muni, age 57, brings asset management CFO experience from CI Financial and WisdomTree plus earlier roles at the International Securities Exchange and PricewaterhouseCoopers, strengthening financial leadership at the liquid real assets investment manager.

8-KShareholder voteMay 48-K — Item 5.07: Shareholder vote
+ 60 other (52 13Gs · 2 13Fs · 2 N-PXs · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Celltrion to Present New Analyses of ZYMFENTRA® (infliximab-dyyb) in Crohn's Disease and Ulcerative Colitis at ACG 2026gurufocus.com·4d ago4 CNS Drug Stocks Worth Watching This World Mental Health Dayzacks.com·6d agoCohen & Steers Announces Preliminary Assets Under Management and Net Flows for September 2026prnewswire.com·7d agoCohen & Steers, Inc. to Release Third Quarter 2026 Results on October 15, 2026prnewswire.com·8d agoElite Pharmaceuticals vs. Aytu: Which CNS Stock Is the Better Buy?zacks.com·8d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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