TickerTalks
Browse all tickers →
TickerTalks›$CNS
CNCNS

Cohen & Steers, Inc.

$CNS·$4.4B·Asset Management·Financial Services
$84.65+4.4%YTD+35.3%1Y+12.0%
Mentions · last 7 days
2026-07-11: 5 posts2026-07-12: 13 posts2026-07-13: 10 posts2026-07-14: 1 posts2026-07-15: 10 posts2026-07-16: 24 posts2026-07-17: 8 posts72
Price updated 10h ago·X counts updated 10h ago
CNCNS
$CNSCohen & Steers, Inc.
$84.65+4.42%72 posts
AI analysisFundamentalsVoices on X
Loading…

What it does

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

Cohen & Steers, Inc. operates as a publicly traded holding company specializing in asset management. Through its various operating units, the firm delivers financial services to institutional investors, such as pension funds, university endowments, and charitable foundations. Its subsidiaries are tasked with managing bespoke client portfolios across equities, fixed income, multi-asset strategies, and commodities. Additionally, these subsidiaries develop and oversee a diverse range of investment vehicles, including mutual funds (focused on equity, fixed income, balanced, and multi-asset classes) and hedge funds. The company's global investment strategy, implemented via its affiliated entities, involves allocating capital in public equity, fixed income, and commodity markets. For its equity and fixed income allocations, the firm's affiliates specifically target businesses within the real estate industry (including REITs), infrastructure, and natural energy resources. Preferred securities also constitute a part of its fixed income portfolios. Established in 1986, Cohen & Steers, Inc. maintains its primary base in New York, with international branch offices in London (UK), Central (Hong Kong), Tokyo (Japan), and Seattle (Washington).

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 — AI infrastructure (data centers, power, logistics) and Bitcoin treasury strategies, both of which require patient institutional capital that private market..

Top industry ETF

$IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
+4.7%YTD
+8.6%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 $0.95

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$615.1M$609.3M – $620.9M$3.54$3.52 – $3.561
FY27$687.6M$681.1M – $694.1M$3.87$3.80 – $3.931
FY28$605.7M$599.9M – $611.4M$3.63$3.59 – $3.671

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.1.7×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.99%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.+13.3%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.+25.1%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 today1.9% 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.

Insider activity

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

Recent transactions

SellJun 16Daniel NoonanPresident4.4K sh$337KSellMay 26Jon CheighPresident10.5K sh$753KSellFeb 12Francis C PoliGC, Secretary, EVP10.0K sh$657KSellFeb 11Francis C PoliGC, Secretary, EVP9.7K sh$636K
+ 42 other (35 awards · 4 inkinds · 3 gifts) 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.

Recent news

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

Cohen & Steers Q2: Rally Reflects Improving Real Estate Flows (Downgrade)seekingalpha.com·18h agoCohen & Steers, Inc. (CNS) Q2 2026 Earnings Call Transcriptseekingalpha.com·18h agoCohen & Steers Q2 Earnings Call Highlightsmarketbeat.com·20h agoCOHEN & STEERS REPORTS RESULTS FOR SECOND QUARTER 2026prnewswire.com·2d agoCohen & Steers Quality Income Realty Fund, Inc. Announces Preliminary Results of Transferable Rights Offeringprnewswire.com·2d ago

More in Asset Management

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$OWL$BX$BN$APO$FSK$ARES$KKR$ASST
Voices on X · last 7 days

No standout posts about $CNS on X in the last 7 days.

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.

PrivacyTermsSupport