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Cohen & Steers (CNS) Releases Q4 2025 Earnings: Revenue Up, EPS Miss and Strong Operating Cash Flow

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Cohen & Steers Inc (CNS) reported fourth-quarter 2025 revenue of $143.8 million, up 2.9% year-over-year but slightly below the consensus estimate of $144.6 million.

  • Revenue: $143.8 million (+2.9% YoY)
  • Gross profit: $62.1 million (-8.1% YoY)
  • Operating profit: $40.3 million (-18.3% YoY)
  • Net income attributable to common shareholders: $34.9 million (-23.9% YoY)
  • Profitability metrics declined across the income statement, with gross, operating and net income all down year-over-year, and diluted earnings per share of $0.68 falling short of the estimate of $0.82.

  • Diluted EPS: $0.68 (estimate $0.82)
  • Cash flow and the balance sheet showed mixed signals, with stronger operating cash generation but lower liquidity on the balance sheet.

  • Cash from operating activities: $55.1 million (+58.2% YoY)
  • Purchases of property, plant and equipment: $(2.5 million) (+48.3% YoY)
  • Cash and cash equivalents: $98.1 million (-46.4% YoY)
  • Total liabilities: $222.4 million (-6.4% YoY)
  • Overall, Cohen & Steers (CNS) delivered top-line growth but saw margin pressure and lower net income, while operating cash flow strengthened materially.

    Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

    Cohen & Steers Inc Insider Trading Activity

    CNS Insider Trades

    Cohen & Steers Inc insiders have traded $CNS stock on the open market 24 times in the past 6 months. Of those trades, 24 have been purchases and 0 have been sales.

    Here’s a breakdown of recent trading of $CNS stock by insiders over the last 6 months:

    • ROBERT HAMILTON STEERS (Executive Chairman) has made 20 purchases buying 166,427 shares for an estimated $11,201,967 and 0 sales.
    • MARTIN COHEN has made 4 purchases buying 100,000 shares for an estimated $5,982,411 and 0 sales.

    To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

    Cohen & Steers Inc Hedge Fund Activity

    We have seen 130 institutional investors add shares of Cohen & Steers Inc stock to their portfolio, and 138 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • CONGRESS ASSET MANAGEMENT CO removed 638,651 shares (-99.1%) from their portfolio in Q4 2025, for an estimated $40,094,509
    • VICTORY CAPITAL MANAGEMENT INC removed 404,083 shares (-40.1%) from their portfolio in Q3 2025, for an estimated $26,511,885
    • WASATCH ADVISORS LP removed 382,105 shares (-15.5%) from their portfolio in Q3 2025, for an estimated $25,069,909
    • INVESCO LTD. removed 335,668 shares (-72.5%) from their portfolio in Q3 2025, for an estimated $22,023,177
    • METLIFE INVESTMENT MANAGEMENT, LLC added 233,482 shares (+1424.3%) to their portfolio in Q3 2025, for an estimated $15,318,754
    • MORGAN STANLEY removed 215,999 shares (-19.4%) from their portfolio in Q3 2025, for an estimated $14,171,694
    • RAYMOND JAMES FINANCIAL INC removed 211,946 shares (-48.7%) from their portfolio in Q3 2025, for an estimated $13,905,777

    To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

    Cohen & Steers Inc Congressional Stock Trading

    Members of Congress have traded $CNS stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

    Here’s a breakdown of recent trading of $CNS stock by members of Congress over the last 6 months:

    To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

    Cohen & Steers Inc Analyst Ratings

    Wall Street analysts have issued reports on $CNS in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

    Here are some recent analyst ratings:

    • Evercore ISI Group issued a "Outperform" rating on 10/09/2025
    • B of A Securities issued a "Underperform" rating on 10/02/2025

    To track analyst ratings and price targets for Cohen & Steers Inc, check out Quiver Quantitative's $CNS forecast page.

    Cohen & Steers Inc Price Targets

    Multiple analysts have issued price targets for $CNS recently. We have seen 2 analysts offer price targets for $CNS in the last 6 months, with a median target of $72.5.

    Here are some recent targets:

    • John Dunn from Evercore ISI Group set a target price of $77.0 on 10/20/2025
    • Craig Siegenthaler from B of A Securities set a target price of $68.0 on 10/02/2025

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