Cohen & Steers is upgraded to 'Buy' as the valuation now reflects improving fundamentals and a favorable 2026 outlook. Despite weak REIT demand, CNS maintains strong fund performance, with 95% of funds beating benchmarks across all major timeframes. The company's pristine balance sheet—$403 million in cash, no debt—and a 3.6% yield support dividend security and potential for a special payout.
Cohen & Steers, Inc. (CNS) Q4 2025 Earnings Call Transcript
I upgrade Cohen & Steers, Inc.'s rating from Hold to Buy, considering its product innovation and strategic hires. The recent ETF launches build on its earlier offerings which were very successful, and that positions CNS for additional inflows. Key leadership additions in private real estate and Japan should translate into new growth opportunities for the company.
Active investors have an advantage in the REIT sector. Individual REITs often get mispriced, resulting in opportunities to earn alpha-rich returns. We highlight a clear example of that.
Alto Neuroscience, Inc. is positioned as a precision medicine innovator in CNS disorders, with major clinical readouts expected in 2026. ANRO's pipeline targets high unmet needs in depression, bipolar disorder, and schizophrenia, leveraging biomarkers to optimize drug efficacy and patient selection. The company has a strong cash runway into 2028, experienced leadership, and potential for significant upside if upcoming trials are successful.
Investors with an interest in Financial - Investment Management stocks have likely encountered both AllianceBernstein (AB) and Cohen & Steers Inc (CNS). But which of these two companies is the best option for those looking for undervalued stocks?
Investors with an interest in Financial - Investment Management stocks have likely encountered both AllianceBernstein (AB) and Cohen & Steers Inc (CNS). But which of these two stocks is more attractive to value investors?
Cohen & Steers has dipped around 24% year-to-date as interest rates remained high and investor appetite for real estate and preferred equity fell. The asset manager has grown its base dividend by a healthy 9.8% CAGR over the last five years and is currently paying out a 3.5% dividend yield. Pending Fed rate cuts should help spark more investor enthusiasm for REITs and help narrow existing preferreds' discounts.
Investors looking for stocks in the Financial - Investment Management sector might want to consider either AllianceBernstein (AB) or Cohen & Steers Inc (CNS). But which of these two stocks presents investors with the better value opportunity right now?
Cohen & Steers, Inc. offers high yield income funds paying monthly income yielding over 8%. Fund sectors include real estate, preferred securities, infrastructure, utilities, and fixed income. CNS's expertise in alternatives, active management, and reliable monthly distributions make their CEFs excellent tools for diversification and steady income.
Investors looking for stocks in the Financial - Investment Management sector might want to consider either AllianceBernstein (AB) or Cohen & Steers Inc (CNS). But which of these two companies is the best option for those looking for undervalued stocks?
Cohen & Steers, Inc. (NYSE:CNS ) Q2 2025 Earnings Conference Call July 18, 2025 10:00 AM ET Company Participants Brian William Heller - Senior VP & Corporate Counsel Jon Young Cheigh - President & Chief Investment Officer Joseph Martin Harvey - CEO & Director Raja Adnan Dakkuri - Executive VP & CFO Conference Call Participants John Joseph Dunn - Evercore ISI Institutional Equities, Research Division Rodrigo Beisbier Ferreira - BofA Securities, Research Division Operator Ladies and gentlemen, thank you for standing by. Welcome to the Cohen & Steers Second Quarter 2025 Earnings Conference Call.