Cohen & Steers, Inc.

NYSE:CNS Stock Report

Market Cap: US$3.6b

Cohen & Steers Future Growth

Future criteria checks 2/6

Cohen & Steers is forecast to grow earnings and revenue by 13.7% and 1.7% per annum respectively. EPS is expected to grow by 12.1% per annum. Return on equity is forecast to be 34.5% in 3 years.

Key information

13.7%

Earnings growth rate

12.10%

EPS growth rate

Capital Markets earnings growth11.6%
Revenue growth rate1.7%
Future return on equity34.48%
Analyst coverage

Low

Last updated29 Apr 2026

Recent future growth updates

Recent updates

Narrative Update May 28

CNS: CFO Transition And Income Fund Expansion Will Shape Balanced Return Outlook

Analysts have trimmed their price target on Cohen & Steers slightly, from about $66.33 to $66.00. This reflects small adjustments to fair value estimates, discount rate assumptions and the expected future P/E multiple.
Narrative Update Apr 27

CNS: Higher Dividend And Adjusted Assumptions Will Shape Balanced Return Expectations

Analysts have nudged their price target for Cohen & Steers slightly lower, trimming it by around $0.33 as they factor in a modestly higher discount rate, a softer outlook for revenue growth and a slightly lower future P/E, partly offset by a firmer profit margin assumption. What's in the News The Board of Directors declared a first quarter 2026 cash dividend of $0.67 per share of common stock.
New Narrative Apr 18

Real Asset Tailwinds Will Prove Insufficient Against Inflation And Interest Rate Shifts

Catalysts About Cohen & Steers Cohen & Steers is an asset manager focused on listed and private real assets, including real estate, infrastructure, natural resource equities and preferred securities. What are the underlying business or industry changes driving this perspective?
Narrative Update Apr 07

CNS: Higher Dividend And Adjusted Assumptions Will Shape Future Upside Potential

Analysts have trimmed their price target for Cohen & Steers from about $72.00 to roughly $66.67, citing updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News The Board of Directors declared a first quarter 2026 cash dividend of $0.67 per share of common stock for Cohen & Steers, compared with $0.62 per share in the prior quarter (Key Developments).
New Narrative Apr 04

Real Assets And Active ETFs Will Support A Stronger Long Term Outcome

Catalysts About Cohen & Steers Cohen & Steers is a global asset manager focused on listed and private real assets, natural resource equities, preferred securities and active ETFs. What are the underlying business or industry changes driving this perspective? The one but unfunded institutional pipeline stands at US$1.72b across 20 mandates, with recent quarters showing awards that fund quickly.
Narrative Update Mar 24

CNS: Higher Dividend And Stable Fundamentals Will Support Attractive Future Upside

Analysts have maintained their $72.00 price target for Cohen & Steers, citing only minor adjustments in inputs such as the discount rate, long term revenue growth, profit margin and future P/E assumptions as the basis for this unchanged view. What's in the News The Board of Directors declared a first quarter 2026 cash dividend of $0.67 per share of common stock.
Narrative Update Mar 07

CNS: ETF Expansion And Dividend Increase Will Support Balanced Future Return Potential

Analysts have kept their $72.00 price target for Cohen & Steers unchanged, citing broadly consistent assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News The Board of Directors declared a first quarter 2026 cash dividend of $0.67 per share of common stock, compared with $0.62 per share for the prior quarter.
Narrative Update Feb 21

CNS: Expanded Active ETF Platform Will Support Balanced Future Return Potential

Analysts have held their price target for Cohen & Steers steady at $72.00, pointing to only minor tweaks in assumptions, such as a slightly lower discount rate and a modestly adjusted forward P/E, as the basis for keeping their view unchanged. What's in the News Cohen & Steers expanded its actively managed ETF lineup with the launch of the Cohen & Steers Infrastructure Opportunities Active ETF and the Cohen & Steers Short Duration Preferred and Income Active ETF, both now trading on NYSE Arca (Key Developments).
Narrative Update Feb 05

CNS: Expanded Active ETF Suite Will Support Strong Future Return Potential

Analysts have slightly reduced their price target for Cohen & Steers, trimming it from about $72.33 to $72.00 to reflect updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Cohen & Steers launched the Cohen & Steers Infrastructure Opportunities Active ETF (ticker: CSIO), an actively managed ETF focused on infrastructure, which began trading on NYSE Arca.
Narrative Update Jan 22

CNS: Expanded Active ETF Launches Will Support Steady Future Return Potential

Analysts have adjusted their price target range for Cohen & Steers slightly higher, reflecting modest tweaks to fair value estimates to about $72.33, a marginally lower discount rate, and a small uplift in assumed future P/E multiples. What's in the News Cohen & Steers launched two actively managed ETFs, the Cohen & Steers Infrastructure Opportunities Active ETF (CSIO) and the Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD), which began trading on NYSE Arca.
Seeking Alpha Jan 15

Cohen & Steers: Focus On Latest Products And New Appointments (Rating Upgrade)

Summary 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. Read the full article on Seeking Alpha
Narrative Update Jan 08

CNS: Expanded Active ETF Suite Will Support Steady Future Return Potential

Analysts kept their fair value estimate for Cohen & Steers steady at about $71.67, with only small adjustments to inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions, reinforcing a broadly unchanged price target view. What's in the News Cohen & Steers expanded its lineup of actively managed ETFs with two new funds, the Cohen & Steers Infrastructure Opportunities Active ETF (ticker: CSIO) and the Cohen & Steers Short Duration Preferred and Income Active ETF (ticker: CSSD).
Narrative Update Dec 25

CNS: Expanded Active ETF Lineup Will Support Attractive Future Returns

Analysts have modestly raised their price target on Cohen & Steers to approximately 71.67 dollars. This reflects slightly lower perceived risk and a marginally improved long term earnings outlook.
Narrative Update Dec 10

CNS: Cityline At Tenley Acquisition Will Support Attractive Future Returns

Narrative Update Analysts have modestly reduced their price target on Cohen & Steers by approximately 1 percent, to about 72 dollars per share. This reflects slightly higher perceived risk and a somewhat lower valuation multiple, despite broadly unchanged growth and margin expectations.
Narrative Update Oct 18

Active ETFs And Global Distribution Will Drive Enduring Market Success

Analysts have revised their price target for Cohen & Steers downward by $2.00 to $72.33. They cite moderating estimates for revenue growth and profit margins, despite a slight reduction in discount rate assumptions and an increase in projected future price-to-earnings ratios.
Analysis Article Apr 23

Need To Know: This Analyst Just Made A Substantial Cut To Their Cohen & Steers, Inc. (NYSE:CNS) Estimates

One thing we could say about the covering analyst on Cohen & Steers, Inc. ( NYSE:CNS ) - they aren't optimistic, having...
Analysis Article Apr 04

Why We're Not Concerned About Cohen & Steers, Inc.'s (NYSE:CNS) Share Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...
Analysis Article Feb 26

Cohen & Steers (NYSE:CNS) Is Paying Out A Larger Dividend Than Last Year

The board of Cohen & Steers, Inc. ( NYSE:CNS ) has announced that it will be paying its dividend of $0.62 on the 13th...
Seeking Alpha Feb 19

Trumpflation Positions Cohen & Steers Poorly Due To Real Estate And Preferred Focus

Summary Cohen & Steers (CNS) faces AUM declines due to asset depreciation in REITs and preferred shares amid persistent inflation affecting bond markets. This could be a portent for incoming outflows or inflow deceleration. At any rate, the macro changes don't favour long-duration asset ETFs that CNS focuses on. Despite positive net inflows, revenue growth was offset by rising expenses, resulting in flat EPS. Management still expects 6-7% G&A growth in 2025, and we aren't sure there'll be the positive beta effect in their markets to be able to keep revenues ahead of that. Read the full article on Seeking Alpha
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New Narrative Oct 20

Dynamic Wealth Strategies Propel Growth Amid Market Challenges

The focus on active ETFs and cross-channel RIA coverage could boost fund inflows and market reach, enhancing revenue growth.
Analysis Article Oct 17

Some Shareholders Feeling Restless Over Cohen & Steers, Inc.'s (NYSE:CNS) P/E Ratio

Cohen & Steers, Inc.'s ( NYSE:CNS ) price-to-earnings (or "P/E") ratio of 40x might make it look like a strong sell...
Seeking Alpha Jul 18

Cohen & Steers: Still Bullish After Assessing Q2 Results And AUM Figures

Summary CNS is still deserving of a Buy rating based on my analysis of the company's Q2 2024 financial and operating metrics. Cohen & Steers' actual revenue and non-GAAP adjusted EPS for the second quarter were largely consistent with the Wall Street analysts' expectations. There's the potential for CNS' AUM for the U.S. real estate strategy to grow, assuming rate cuts materialize. Read the full article on Seeking Alpha
Analysis Article Jul 16

Cohen & Steers, Inc.'s (NYSE:CNS) Shares May Have Run Too Fast Too Soon

With a price-to-earnings (or "P/E") ratio of 30.3x Cohen & Steers, Inc. ( NYSE:CNS ) may be sending very bearish...

Earnings and Revenue Growth Forecasts

NYSE:CNS - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20285522191942021
12/31/20276031941751812
12/31/20265771791601672
3/31/2026567156-68-63N/A
12/31/2025556153-126-120N/A
9/30/2025552164-94-87N/A
6/30/2025544162-122-116N/A
3/31/2025529157-26-17N/A
12/31/20245171518597N/A
9/30/2024497135100120N/A
6/30/2024487128124169N/A
3/31/2024486128135192N/A
12/31/2023490129115172N/A
9/30/2023496132124171N/A
6/30/2023512144126149N/A
3/31/2023539164145153N/A
12/31/20225671715762N/A
9/30/20226012037276N/A
6/30/2022615210101104N/A
3/31/2022612205125128N/A
12/31/2021584211240243N/A
9/30/2021541143171173N/A
6/30/2021498123122124N/A
3/31/2021447105102104N/A
12/31/2020428778789N/A
9/30/2020421118152155N/A
6/30/2020415120148151N/A
3/31/2020422123163165N/A
12/31/2019411135N/A141N/A
9/30/2019395123N/A107N/A
6/30/2019388120N/A112N/A
3/31/2019381119N/A72N/A
12/31/2018381114N/A73N/A
9/30/2018387109N/A93N/A
6/30/2018385103N/A92N/A
3/31/201838397N/A37N/A
12/31/201737992N/A64N/A
9/30/201736998N/A65N/A
6/30/201736697N/A63N/A
3/31/201736098N/A116N/A
12/31/201635193N/A115N/A
9/30/201634279N/A82N/A
6/30/201632768N/A84N/A
3/31/201632562N/A87N/A
12/31/201532965N/A90N/A
9/30/201532968N/A104N/A
6/30/201533074N/A88N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: CNS's forecast earnings growth (13.7% per year) is above the savings rate (3.5%).

Earnings vs Market: CNS's earnings (13.7% per year) are forecast to grow slower than the US market (17% per year).

High Growth Earnings: CNS's earnings are forecast to grow, but not significantly.

Revenue vs Market: CNS's revenue (1.7% per year) is forecast to grow slower than the US market (11.9% per year).

High Growth Revenue: CNS's revenue (1.7% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: CNS's Return on Equity is forecast to be high in 3 years time (34.5%)


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/31 17:32
End of Day Share Price 2026/05/29 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Cohen & Steers, Inc. is covered by 7 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Craig SiegenthalerBofA Global Research
Michael CarrierDeutsche Bank
Glenn SchorrEvercore ISI