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Upturn AI Summary - About
Cohen & Steers Inc(CNS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CNS
11/05/2026: CNS (1-star) is currently NOT-A-BUY. Pass it for now.
Cohen & Steers Inc is a specialized global investment manager focused on real assets, including real estate, infrastructure, and preferred securities. Its primary strength lies in a long-standing track record of active management that consistently attracts institutional and intermediary capital. The company's growth story centers on the increasing demand for inflation-protected, income-generating investments. However, it faces risks from the ongoing shift toward low-cost passive ETFs and sensitivity to interest rate cycles. The stock is best suited for income-oriented investors seeking exposure to real assets, though stakeholders should monitor AUM trends and competitive fee pressures.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers moderate, market-dependent growth rather than explosive, disruptive innovation potential. |
| Momentum investor | Mixed fit | Stock performance often mirrors the cyclicality of real estate and infrastructure markets. |
| Value investor | Strong fit | The company often trades at valuations that reflect stable, predictable cash flows from management fees. |
| Dividend investor | Strong fit | The company provides a reliable dividend yield supported by a solid cash-generative business model. |
| Low-risk investor | Mixed fit | While established, the firm's equity is subject to market volatility and cyclical industry pressures. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Equity prices fluctuate significantly based on market sentiment toward real estate and interest rate trends. |
| Valuation risk | Medium | The stock's valuation is sensitive to shifts in the company's growth outlook and fee margins. |
| Competition risk (passive management) | High | The growth of low-cost passive ETFs creates persistent pressure on active management fees. |
| Business quality | Strong | The firm benefits from high operating margins and a reputation as a leader in real asset management. |
| Dividend income | Low | The dividend is generally considered stable and well-covered by earnings. |
| Execution risk | Medium | Success depends on the consistent performance of specialized investment strategies to retain AUM. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 19.75% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/05/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.89B USD | Price to earnings Ratio 23.3 | 1Y Target Price 69.33 |
Price to earnings Ratio 23.3 | 1Y Target Price 69.33 | ||
Volume (30-day avg) 332.1K shares | Beta 1.18 | 52 Weeks Range 56.80 - 86.56 | Updated Date 11/05/2026 |
52 Weeks Range 56.80 - 86.56 | Updated Date 11/05/2026 | ||
Dividends yield (FY) 3.60% | Basic EPS (TTM) 3.25 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Investment Advisory Fees | Management fees earned on mutual funds, institutional accounts, and sub-advised portfolios. | The company earns money primarily by collecting a percentage fee on the total assets it manages for clients. |
| Distribution and Service Fees | Fees collected for providing distribution and administrative services to investment products. | A smaller portion of revenue comes from fees related to the marketing and administration of investment funds. |
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 2026-10-15 | When After Market | Estimate 0.87 | Actual 0.89 |
Profitability
Profit Margin 28.16% | Operating Margin (TTM) 32.44% |
Management Effectiveness
Return on Assets (TTM) 13.63% | Return on Equity (TTM) 25.35% |
Valuation
Trailing PE 23.3 | Forward PE 18.42 | Enterprise Value 3.63B | Price to Sales(TTM) 6.49 |
Enterprise Value 3.63B | Price to Sales(TTM) 6.49 | ||
Enterprise Value to Revenue 5.84 | Enterprise Value to EBITDA 15.88 | Shares Outstanding 51.43M | Shares Floating 27.70M |
Shares Outstanding 51.43M | Shares Floating 27.70M | ||
Percent Insiders 45.82 | Percent Institutions 57.94 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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