# Cohen & Steers, Inc. (CNS)

> Source: Nexqual · https://nexqual.com/CNS · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Cohen & Steers, Inc. (CNS), nexqual.com/CNS" · informational, not investment advice.

**Price:** USD 72.07 (+2.58% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 70.26 · day 69.47–72.11 · 52w 58.39–86.56 · market cap $3.71B · NYQ

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $584M, net income $168M (28.8% margin) (SEC filings).
- Valuation: P/E 22.0x (avg 27.1x at the last 3 fiscal year-ends).
- 1 of 80 tracked superinvestors hold CNS (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Analysts: Hold (mean 3.33 on a 1–5 scale) (3 analysts), mean target USD 71.67 (range 53–82).
- Total return with dividends: 1Y +5.7% vs S&P 500 +14.9%; 5Y -7.4% vs S&P 500 +80.3%.
- Next earnings: 2026-10-15, EPS estimate USD 0.81, revenue estimate $155M.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $584M | $567M | $490M | $517M | $556M | $584M |
| Operating income | $260M | $216M | $164M | $173M | $178M | $192M |
| Net income | $211M | $171M | $129M | $151M | $153M | $168M |
| EPS (diluted) | $4.31 | $3.47 | $2.60 | $2.97 | $2.97 | — |
| Free cash flow | $240M | $57.5M | $115M | $85.0M | -$126M | — |
| Operating margin | 44.6% | 38.1% | 33.6% | 33.4% | 32.0% | 32.9% |
| Net margin | 36.2% | 30.2% | 26.4% | 29.2% | 27.6% | 28.8% |
| Revenue growth | +36.6% | -2.9% | -13.6% | +5.7% | +7.5% | — |
| Cash + short-term investments | $184M | $247M | $187M | $183M | $145M | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/E 22.0x · P/S 6.3x · P/B 6.3x · Earnings yield 4.54% · Dividend yield (paid, TTM) 3.58% · Buyback yield (TTM) 0.52%
P/E at fiscal year-ends: Dec 2025 21.1x, Dec 2024 31.1x, Dec 2023 29.1x.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold CNS. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| First Eagle Investment | First Eagle Investment Management | <0.01% | $21K | Added +345.9% |

## Analysts
Consensus Hold (mean 3.33 on a 1–5 scale), 3 analysts; mean target USD 71.67 (low 53, high 82).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-09 | Evercore ISI Group | Target raised | Outperform | $88 → $89 |
| 2026-08-10 | Evercore ISI Group | Target raised | Outperform | $84 → $88 |
| 2026-07-10 | Evercore ISI Group | Target raised | Outperform | $82 → $84 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +5.7% | -7.4% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +5.8% | -1.5% |
| Volatility (annualized) | 27.2% | 30.4% |
| Max drawdown | -22.5% (Aug 2026→Oct 2026) | -46.0% (Nov 2021→Oct 2023) |

## Peers (Asset Management)
BXSL (Blackstone Secured Lending Fund) USD 23.91 +2.31% · VCTR (Victory Capital Holdings, Inc. ) USD 107.39 -0.20% · PDI (PIMCO Dynamic Income Fund) USD 14.3 +1.20% · AMG (Affiliated Managers Group, Inc.) USD 395.53 +0.48% · SEIC (SEI Investments Company) USD 104.5 -3.62% · IVZ (Invesco Ltd) USD 28.79 -1.57%

## More
Full page: https://nexqual.com/CNS · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-12-31) | $0.81 | $0.95 | -15.2% | $154.8M | 1 |
| Next quarter (ends 2027-03-31) | $0.80 | $0.96 | -16.7% | $153.0M | 1 |
| Current fiscal year (ends 2026-12-31) | $3.52 | $3.52 | +0.0% | $612.5M | 2 |
| Next fiscal year (ends 2027-12-31) | $3.74 | $3.87 | -3.5% | $646.4M | 3 |