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Upturn AI SWOT - About
Cohen & Steers Inc (CNS)

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Upturn Advisory Summary
10/24/2025: CNS (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $74.33
1 Year Target Price $74.33
| 1 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 17.09% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.64B USD | Price to earnings Ratio 22.36 | 1Y Target Price 74.33 |
Price to earnings Ratio 22.36 | 1Y Target Price 74.33 | ||
Volume (30-day avg) 2 | Beta 1.35 | 52 Weeks Range 64.29 - 105.62 | Updated Date 10/24/2025 |
52 Weeks Range 64.29 - 105.62 | Updated Date 10/24/2025 | ||
Dividends yield (FY) 3.46% | Basic EPS (TTM) 3.19 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-10-16 | When After Market | Estimate 0.78 | Actual 0.81 |
Profitability
Profit Margin 29.73% | Operating Margin (TTM) 34.51% |
Management Effectiveness
Return on Assets (TTM) 14.88% | Return on Equity (TTM) 32.55% |
Valuation
Trailing PE 22.36 | Forward PE 18.66 | Enterprise Value 3231837532 | Price to Sales(TTM) 6.59 |
Enterprise Value 3231837532 | Price to Sales(TTM) 6.59 | ||
Enterprise Value to Revenue 5.71 | Enterprise Value to EBITDA 14.96 | Shares Outstanding 50996660 | Shares Floating 27555535 |
Shares Outstanding 50996660 | Shares Floating 27555535 | ||
Percent Insiders 46.08 | Percent Institutions 60.33 |
Upturn AI SWOT
Cohen & Steers Inc

Company Overview
History and Background
Cohen & Steers Inc. was founded in 1986 by Martin Cohen and Robert Steers. It specializes in real estate and infrastructure asset management. Over time, it has expanded its investment offerings to include other alternative asset classes.
Core Business Areas
- Real Estate Securities: Investment strategies focused on publicly traded real estate securities (REITs) globally.
- Infrastructure: Investment strategies focused on publicly traded infrastructure companies globally.
- Preferred Securities: Investment strategies focused on preferred securities.
- Multi-Asset Solutions: Offers multi-asset solutions combining real estate, infrastructure, and other asset classes.
Leadership and Structure
Robert Steers is the CEO. The company has a structured investment team approach, with portfolio managers and analysts specializing in specific sectors and regions.
Top Products and Market Share
Key Offerings
- Real Estate Securities Funds: Mutual funds and separate accounts investing in REITs. Competitors include Vanguard, Fidelity, and BlackRock. No precise publically traded data available on market share. The actively managed REIT fund market is fragmented.
- Infrastructure Funds: Mutual funds and separate accounts investing in infrastructure companies. Competitors include Brookfield, Macquarie, and First Trust. No precise publically traded data available on market share. The actively managed Infrastructure fund market is fragmented.
- Preferred Securities Funds: Mutual funds and separate accounts investing in preferred securities. Competitors include Flaherty & Crumrine, Nuveen, and Invesco. No precise publically traded data available on market share. The actively managed Preferred Securities fund market is fragmented.
Market Dynamics
Industry Overview
The asset management industry is highly competitive, with increasing demand for specialized investment strategies like real estate and infrastructure. The shift towards ESG investing and demand for alternative assets is reshaping the industry.
Positioning
Cohen & Steers is a specialist in real estate, infrastructure, and other alternative asset classes, differentiating it from generalist asset managers. Its expertise in these niche areas is a competitive advantage.
Total Addressable Market (TAM)
The total addressable market for global REITs and infrastructure investments is substantial and growing. Estimates vary, but can be in the trillions of USD. Cohen & Steers is positioned to capture a portion of this TAM with its specialized offerings.
Upturn SWOT Analysis
Strengths
- Specialized expertise in real estate and infrastructure
- Strong brand recognition in niche investment areas
- Experienced investment team
- Global investment capabilities
- Long track record
Weaknesses
- Concentration in specific asset classes (real estate, infrastructure, preferreds)
- Vulnerability to sector-specific downturns
- AUM can be sensitive to market fluctuations
- Reliance on key personnel
Opportunities
- Growing demand for alternative investments
- Expansion into new asset classes within the real assets space
- Increasing adoption of ESG investing
- Geographic expansion into emerging markets
- Acquisitions of smaller asset managers
Threats
- Increased competition from larger asset managers
- Economic downturn impacting real estate and infrastructure sectors
- Changes in interest rates affecting REITs and preferred securities
- Regulatory changes impacting the asset management industry
- Market volatility
Competitors and Market Share
Key Competitors
- BlackRock (BLK)
- Brookfield Asset Management (BAM)
- Nuveen (TIAA)
Competitive Landscape
Cohen & Steers's competitive advantage lies in its specialized expertise. However, it faces competition from larger asset managers with broader product offerings.
Growth Trajectory and Initiatives
Historical Growth: Cohen & Steers has grown organically and through acquisitions. Growth rates have varied depending on market conditions and investor demand.
Future Projections: Future growth is expected to be driven by continued demand for alternative investments, expansion into new markets, and acquisitions. Analyst estimates vary.
Recent Initiatives: Recent initiatives may include launching new investment products, expanding into new geographies, or making acquisitions.
Summary
Cohen & Steers is a specialist asset manager with a strong reputation in real estate and infrastructure. Its concentration in niche areas provides both strengths and weaknesses. Growth prospects depend on the demand for alternative investments and effective execution of strategic initiatives, while maintaining its focus on key business areas is very important.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Analyst Reports
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not investment advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Cohen & Steers Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2004-08-13 | CEO & Director Mr. Joseph Martin Harvey | ||
Sector Financial Services | Industry Asset Management | Full time employees 411 | Website https://www.cohenandsteers.com |
Full time employees 411 | Website https://www.cohenandsteers.com | ||
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 foundations. It manages separate client-focused equity, fixed income, multi-asset, and commodity portfolios through its subsidiaries. The firm launches and manages equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. Through its subsidiaries, it also launches and manages hedge funds. The firm invests in public equity, fixed income, and commodity markets across the globe through its subsidiaries. Through its subsidiaries, it invests in companies operating in the real estate sector, including real estate investment trusts, infrastructure sector, and natural energy resources sector for its equity and fixed income investments. The firm also invests in preferred securities for its fixed income investments through its subsidiaries. The firm is a leading global investment manager specializing in real assets and alternative income, including real estate, preferred securities, infrastructure, resource equities, commodities, as well as multi-strategy solutions. Cohen & Steers, Inc. was founded in 1986 and is based in New York.

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