EFG Asset Management North America Corp. Trims Stake in Cohen & Steers Inc $CNS

EFG Asset Management North America Corp. lowered its position in Cohen & Steers Inc (NYSE:CNS) by 49.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 29,582 shares of the asset manager’s stock after selling 28,452 shares during the quarter. EFG Asset Management North America Corp.’s holdings in Cohen & Steers were worth $1,942,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the business. JPMorgan Chase & Co. raised its holdings in shares of Cohen & Steers by 21.1% in the 2nd quarter. JPMorgan Chase & Co. now owns 130,719 shares of the asset manager’s stock valued at $9,850,000 after acquiring an additional 22,786 shares in the last quarter. Bourgeon Capital Management LLC bought a new position in shares of Cohen & Steers in the third quarter worth approximately $9,554,000. Envestnet Portfolio Solutions Inc. raised its stake in Cohen & Steers by 92.3% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 10,784 shares of the asset manager’s stock valued at $813,000 after purchasing an additional 5,175 shares in the last quarter. Edgestream Partners L.P. lifted its position in Cohen & Steers by 316.7% during the second quarter. Edgestream Partners L.P. now owns 81,839 shares of the asset manager’s stock valued at $6,167,000 after purchasing an additional 62,201 shares during the last quarter. Finally, Congress Asset Management Co. grew its stake in Cohen & Steers by 1.6% in the 3rd quarter. Congress Asset Management Co. now owns 644,560 shares of the asset manager’s stock worth $42,290,000 after buying an additional 9,942 shares in the last quarter. Institutional investors own 51.47% of the company’s stock.

Cohen & Steers Trading Down 0.2%

Shares of NYSE:CNS opened at $65.15 on Wednesday. The stock has a market capitalization of $3.32 billion, a P/E ratio of 21.86, a price-to-earnings-growth ratio of 1.93 and a beta of 1.29. The stock’s 50-day moving average price is $64.26 and its 200-day moving average price is $68.40. Cohen & Steers Inc has a 12-month low of $58.39 and a 12-month high of $91.07.

Cohen & Steers (NYSE:CNS) last issued its earnings results on Thursday, January 22nd. The asset manager reported $0.81 earnings per share for the quarter, meeting the consensus estimate of $0.81. The company had revenue of $143.79 million during the quarter, compared to analysts’ expectations of $144.30 million. Cohen & Steers had a return on equity of 29.37% and a net margin of 27.55%.Cohen & Steers’s quarterly revenue was up 2.9% compared to the same quarter last year. During the same period in the prior year, the business posted $0.78 EPS.

Cohen & Steers Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, November 20th. Investors of record on Monday, November 10th were paid a $0.62 dividend. This represents a $2.48 annualized dividend and a dividend yield of 3.8%. The ex-dividend date of this dividend was Monday, November 10th. Cohen & Steers’s payout ratio is presently 83.22%.

Key Headlines Impacting Cohen & Steers

Here are the key news stories impacting Cohen & Steers this week:

• Positive Sentiment: Analyst upgrade argues CNS is attractively valued as investor demand for income-focused strategies returns; upgrade could support upside as yield-focused flows resume. Cohen & Steers: Cheap Enough To Buy As Income Comes Back Into Focus (Upgrade)
• Positive Sentiment: Positive coverage on the Cohen & Steers Closed‑End Opportunity Fund (FOF) highlights resilience and income potential in 2026, which could help AUM and fee revenue for the firm’s product suite. ‘Stayin’ Alive’ In 2026 With The Cohen & Steers Closed-End Opportunity Fund
• Neutral Sentiment: Full Q4 2025 earnings call transcript is available; the quarter showed EPS roughly in line with estimates but management commentary and detail in the call will be watched for guidance and margin commentary. Cohen & Steers, Inc. (NYSE:CNS) Q4 2025 earnings call transcript
• Neutral Sentiment: Cohen & Steers Closed‑End Opportunity Fund (FOF) filed a Section 19(a) disclosure about the sources of its Jan. 30 distribution (routine disclosure for shareholders). Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF) Notification of Sources of Distribution Under Section 19(a)
• Neutral Sentiment: Cohen & Steers REIT & Preferred & Income Fund (RNP) filed its Section 19(a) distribution-source notice for the Jan. 30 payment. Cohen & Steers REIT and Preferred and Income Fund, Inc. (RNP) Notification of Sources of Distribution Under Section 19(a)
• Neutral Sentiment: Cohen & Steers Infrastructure Fund (UTF) filed a Section 19(a) notice detailing the source of its upcoming distribution. Cohen & Steers Infrastructure Fund, Inc. (UTF) Notification of Sources of Distribution Under Section 19(a)
• Neutral Sentiment: Cohen & Steers Quality Income Realty Fund (RQI) posted its Section 19(a) disclosure for the Jan. 30 distribution. Cohen & Steers Quality Income Realty Fund, Inc. (RQI) Notification of Sources of Distribution Under Section 19(a)
• Neutral Sentiment: Cohen & Steers Total Return Realty Fund (RFI) filed its Section 19(a) distribution-source notice ahead of the Jan. 30 payout. Cohen & Steers Total Return Realty Fund, Inc. (RFI) Notification of Sources of Distribution Under Section 19(a)
• Negative Sentiment: Independent coverage flags margin compression as the key concern from Q4 — even with net inflows and product expansion, margin pressure could reduce profitability and weigh on CNS valuation near term. CNS Q4 deep dive: Margin compression overshadows net inflows and product expansion

Analyst Ratings Changes

Several research firms have recently weighed in on CNS. Evercore ISI raised their price objective on shares of Cohen & Steers from $74.00 to $77.00 and gave the company an “outperform” rating in a research report on Monday, October 20th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Cohen & Steers in a research note on Wednesday, January 21st. Bank of America increased their price objective on Cohen & Steers from $66.00 to $68.00 and gave the company an “underperform” rating in a research report on Thursday, October 2nd. Finally, Zacks Research cut Cohen & Steers from a “hold” rating to a “strong sell” rating in a report on Thursday, January 15th. One investment analyst has rated the stock with a Buy rating, one has assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Reduce” and a consensus price target of $72.50.

Insider Activity at Cohen & Steers

In other news, Director Martin Cohen purchased 50,000 shares of the stock in a transaction that occurred on Tuesday, November 18th. The stock was bought at an average cost of $59.69 per share, for a total transaction of $2,984,500.00. Following the acquisition, the director directly owned 899,205 shares of the company’s stock, valued at $53,673,546.45. This represents a 5.89% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Insiders have acquired 100,000 shares of company stock valued at $5,982,368 over the last quarter. 45.60% of the stock is owned by insiders.

Cohen & Steers Profile

Cohen & Steers, Inc is a publicly traded investment management firm specializing in real estate securities and alternative income strategies. Founded in 1986 by Martin Cohen and Robert Steers, the company has built a reputation for expertise in listed real estate investment trusts (REITs) and related equities. Headquartered in New York City, Cohen & Steers applies a research-driven approach to identify value and income opportunities across global property markets.

The firm offers a diverse range of investment products, including mutual funds, closed-end funds, and exchange-traded funds (ETFs).