Higher Q2 Revenue and Earnings Might Change The Case For Investing In Cohen & Steers (CNS)

• Cohen & Steers reported second quarter 2025 earnings, with revenue reaching US$136.13 million and net income rising to US$36.85 million, both higher than the same period of 2024.
• This marks consecutive growth in both revenue and earnings for the company's second quarter and first half, reflecting ongoing improvements in its core asset management business.
• We'll examine how Cohen & Steers' higher quarterly revenue and earnings influence its outlook for asset management expansion and profitability.

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Cohen & Steers Investment Narrative Recap

Being a Cohen & Steers shareholder comes down to believing in the firm’s ability to capitalize on growing investor demand for real assets and listed infrastructure, while effectively managing through periods of economic uncertainty. The recent Q2 2025 results, with higher revenue and net income, support this outlook by reinforcing asset growth as a near-term catalyst, though they do not materially alter the biggest current risk, a substantially reduced institutional advisory unfunded pipeline that could impact future growth potential.

Among the latest announcements, the June launch of a real estate investment strategy in partnership with IDR Investment Management is especially relevant, as it complements the firm’s core strengths in real assets and may support inflows, tying directly to the catalysts highlighted by improving earnings and revenue in the quarter. Investors will likely keep an eye on how such initiatives translate to sustained asset management fee growth amid evolving competitive and economic conditions.

However, in contrast to these recent positives, investors should also keep in mind the sharp drop in unfunded pipeline commitments, a factor that could ...

Read the full narrative on Cohen & Steers (it's free!)

Cohen & Steers' narrative projects $658.3 million revenue and $289.3 million earnings by 2028. This requires 7.6% yearly revenue growth and a $132.3 million increase in earnings from the current $157.0 million.

Uncover how Cohen & Steers' forecasts yield a $80.51 fair value, a 9% upside to its current price.

Exploring Other Perspectives

One Simply Wall St Community member estimates Cohen & Steers’ fair value at US$80.51. While consensus sees catalysts in rising real asset demand, the range of perspectives shows many ways to view future performance.

Explore another fair value estimate on Cohen & Steers - why the stock might be worth just $80.51!

Build Your Own Cohen & Steers Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Cohen & Steers research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Cohen & Steers research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Cohen & Steers' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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