Cohen & Steers, Inc.
$80.67-2.5%YTD+34.4%1Y+13.0%
Mentions · last 7 days
20%
Price updated 10h ago·X counts updated 7d ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $CNS, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
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
Equity market strength is driving AUM growth through market appreciation more than net flows; fee compression continues in passive products while alternatives and private markets hold pricing. Rising markets mask organic flow dynamics — the structural story is the shift toward private asset exposure.
What this means for $CNS
Partial — REIT cash flows tied to occupancy, rent growth, and cap rate environment; Cohen & Steers, Inc.
Top industry ETF
$IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
+5.0%YTD
+13.1%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
FYRevenueRangeEPSRangeAnalysts
FY26$617.3M$610.0M – $624.7M$3.45$3.38 – $3.521
FY27$689.9M$681.7M – $698.1M$3.89$3.85 – $3.921
FY28$605.7M$598.5M – $612.9M$3.63$3.57 – $3.691
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.0.9×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.79%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.-0.1%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.+15.3%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 today0.8% 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.
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
8-KOfficer or director changeMay 218-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary
8-KShareholder voteMay 48-K — Item 5.07: Shareholder vote
+ 64 other (53 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.
Cohen & Steers and Trademark Acquire Oak Hill Plaza Shopping Center in Austin, TexasCohen & Steers Infrastructure Fund, Inc. (UTF) Notification of Sources of Distribution Under Section 19(a)Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF) Notification of Sources of Distribution Under Section 19(a)Cohen & Steers Quality Income Realty Fund, Inc. (RQI) Notification of Sources of Distribution Under Section 19(a)Cohen & Steers Total Return Realty Fund, Inc. (RFI) Notification of Sources of Distribution Under Section 19(a)
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