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CNS
Cohen & Steers·Asset Management·United States
Cohen & Steers, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to institutional investors, including pension funds, endowments, and...
1 Total1 External0 In-site
CNSCohen & Steers
2026-01-25🏦 Financial ServicesLong
Externalby Tensor Trader · Substack
Quarterly Update: Cohen & Steers (CNS)
The "Real Asset Recovery" thesis remains intact. Q4 2025 results show a return of inflows, with $1.2 billion in net inflows. This is a leading indicator for future AUM growth and margin expansion as interest rates are expected to decrease in 2026. Despite missing EPS and revenue estimates, the firm has strong liquidity with zero long-term debt and a 3.8% dividend yield. The recommendation is to accumulate shares on any post-earnings dip.