Cohen & Steers, Inc. (CNS) Q3 2026 Earnings Call Transcript
Cohen & Steers, Inc. ( CNS ) Q3 2026 Earnings Call October 16, 2026 10:00 AM EDT Company Participants Brian Meta Amit Muni - Chief Financial Officer John Cheigh - President & Chief Investment Officer Joseph Harvey - CEO & Director Conference Call Participants John Dunn - Evercore ISI Institutional Equities, Research Division Ivory Gao - BofA Securities, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by. Welcome to the Cohen & Steers Third Quarter 2026 Earnings Call.
Cohen & Steers Q3 Earnings Call Highlights
Cohen & Steers NYSE: CNS reported third-quarter adjusted earnings per share of $0.89, up from $0.85 in the prior quarter, as higher average assets under management and controlled expenses helped lift profitability. The investment manager recorded its fifth consecutive quarter of organic growth and its strongest net inflow period since the fourth quarter of 2021.
4 CNS Drug Stocks Worth Watching This World Mental Health Day
AXSM, NBIX, ALKS and ACAD are advancing CNS treatments for mental health disorders, with growing product sales, pipeline progress and new growth opportunities.
Elite Pharmaceuticals vs. Aytu: Which CNS Stock Is the Better Buy?
ELTP and AYTU have different CNS portfolios, growth drivers and valuations, but which pharmaceutical stock looks better positioned? Let's dive in.
Cohen & Steers: Downgrade To Hold As Higher Interest Rates Cap Share Price Growth
Cohen & Steers is downgraded from Buy to Hold due to limited catalysts in a high interest rate environment and premium valuation. Nearly half of CNS' AUM is in US real estate, making the stock sensitive to rising rates and recent fund underperformance. Despite strong net inflows, robust cash flow, and a 3.6% yield, CNS trades at a 90% forward P/E premium to the financial sector median.
Corero spikes 10% on $3.9 million UK telecom and NeoCloud deals
Shares in Corero Network Security PLC (AIM:CNS, OTCQB:DDOSF) rose 10% to 8p after itech vendor secured a combined $3.9 million in new agreements to deploy its sovereign cybersecurity defences across the UK telecommunications sector and the global NeoCloud sector. At the heart of the operational update is a pivotal five-year contract worth $3.4 million with a leading UK-based tier 1 fixed and mobile telecommunications provider.
AMG or CNS: Which Is the Better Value Stock Right Now?
Investors with an interest in Financial - Investment Management stocks have likely encountered both Affiliated Managers Group (AMG) and Cohen & Steers Inc (CNS). But which of these two stocks offers value investors a better bang for their buck right now?
Cohen & Steers Q2: Rally Reflects Improving Real Estate Flows (Downgrade)
Cohen & Steers, Inc. is now rated Hold after a strong rally closed the prior valuation gap. CNS's Q2 saw net inflows of $1.3B and AUM rise to $100.1B, signaling renewed interest in public real estate. Operating margin expanded to 36.3% on revenue growth, with scope to reach 37% in H2 if markets remain stable.
Cohen & Steers, Inc. (CNS) Q2 2026 Earnings Call Transcript
Cohen & Steers, Inc. (CNS) Q2 2026 Earnings Call Transcript
Cohen & Steers Q2 Earnings Call Highlights
Cohen & Steers NYSE: CNS reported higher second-quarter 2026 adjusted earnings and assets under management, as executives pointed to improving demand for real estate, infrastructure, preferred securities and broader real assets strategies.
Cohen & Steers: Diversification From Mag 7
Cohen & Steers, Inc. (CNS) is rated BUY, driven by strong fund inflows, accelerating REIT performance, and a 37% forward P/E discount versus historical peaks. Cohen & Steers' AUM reached $93 billion in Q1 2026, with 86% of AUM outperforming benchmarks over one year and 98% over three years. REITs, comprising 48% of AUM, are benefiting from sector rotation, improved property fundamentals, and have delivered double-digit YTD returns.
Monthly Income Funds From Cohen & Steers (June Update)
Cohen & Steers, Inc. offers institutional-quality closed-end funds focused on real assets and alternative income, with a recent real estate sell-off creating attractive entry points. Fund sectors include real estate, preferred securities, infrastructure, utilities, and fixed income. C&S's expertise in alternatives, active management, and reliable monthly distributions make their CEFs excellent tools for diversification and steady income.
