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Upturn AI SWOT - About
CNS 
Cohen & Steers Inc (CNS)
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Upturn Advisory Summary
06/30/2025: CNS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
2 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $82.5
1 Year Target Price $82.5
| 1 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 17.05% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.98B USD | Price to earnings Ratio 25.53 | 1Y Target Price 82.5 |
Price to earnings Ratio 25.53 | 1Y Target Price 82.5 | ||
Volume (30-day avg) 2 | Beta 1.32 | 52 Weeks Range 68.46 - 108.40 | Updated Date 06/29/2025 |
52 Weeks Range 68.46 - 108.40 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 3.18% | Basic EPS (TTM) 3.06 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 29.68% | Operating Margin (TTM) 34.07% |
Management Effectiveness
Return on Assets (TTM) 14.72% | Return on Equity (TTM) 30.76% |
Valuation
Trailing PE 25.53 | Forward PE 25.45 | Enterprise Value 3909818953 | Price to Sales(TTM) 7.52 |
Enterprise Value 3909818953 | Price to Sales(TTM) 7.52 | ||
Enterprise Value to Revenue 7.11 | Enterprise Value to EBITDA 18.62 | Shares Outstanding 50979200 | Shares Floating 27547097 |
Shares Outstanding 50979200 | Shares Floating 27547097 | ||
Percent Insiders 46.03 | Percent Institutions 60.14 |
Analyst Ratings
Rating 2 | Target Price 82.5 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Cohen & Steers Inc
Company Overview
History and Background
Cohen & Steers was founded in 1986. It specializes in real estate and other alternative asset classes. The company has grown from a niche player to a global investment manager.
Core Business Areas
- Real Assets: Focuses on investments in real estate, infrastructure, and natural resources.
- Liquid Alternative Credit: Offers strategies that invest in alternative credit and income-oriented securities.
- Multi-Asset Solutions: Provides customized multi-asset portfolios tailored to specific client needs.
Leadership and Structure
Robert Steers is the CEO. The company is structured with various investment teams dedicated to specific asset classes.
Top Products and Market Share
Key Offerings
- Real Estate Securities Strategies: Invests in publicly traded real estate companies (REITs). Market share is difficult to pinpoint precisely, but Cohen & Steers is a major player in this space. Competitors include LaSalle Investment Management and Brookfield Asset Management.
- Infrastructure Strategies: Invests in companies involved in infrastructure development and management. Market share is significant within specialized infrastructure funds. Competitors include Macquarie Asset Management and BlackRock Infrastructure.
Market Dynamics
Industry Overview
The asset management industry is highly competitive, with increasing demand for specialized investment strategies and alternative assets. Regulatory changes and technological advancements are also shaping the industry.
Positioning
Cohen & Steers is positioned as a specialist in real assets and alternative income, offering expertise and niche investment solutions. Its competitive advantage lies in its deep understanding of these sectors and its long track record.
Total Addressable Market (TAM)
The TAM for real assets and alternative investments is substantial, estimated in the trillions of dollars globally. Cohen & Steers is well-positioned to capture a portion of this market through its specialized expertise.
Upturn SWOT Analysis
Strengths
- Specialized expertise in real assets
- Strong track record
- Global presence
- Experienced management team
Weaknesses
- Concentration in niche asset classes makes them very susceptible to fluctuations in these sectors
- Dependence on specific market cycles
- Higher fees compared to passive investments
- Susceptible to interest rate changes due to the nature of its key assets.
Opportunities
- Growing demand for alternative investments
- Expansion into new geographies
- Development of new investment products
- Acquisitions of complementary businesses
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Fluctuations in real estate and commodity markets
- Rising interest rates impacting real estate valuations
Competitors and Market Share
Key Competitors
- BLK
- LAZ
- BN
Competitive Landscape
Cohen & Steers competes with larger asset managers and smaller niche players. Its competitive advantage lies in its specialized expertise and strong track record.
Major Acquisitions
Acatis Investment Kapitalverwaltung S.A.
- Year: 2020
- Acquisition Price (USD millions): 103
- Strategic Rationale: Expanded Cohen & Steers' European presence and capabilities in liquid alternative credit.
Growth Trajectory and Initiatives
Historical Growth: Cohen & Steers has experienced moderate growth in assets under management (AUM) over the past decade, driven by both organic growth and acquisitions.
Future Projections: Analysts project continued growth in AUM and earnings, supported by favorable trends in real assets and alternative investments.
Recent Initiatives: The company has focused on expanding its product offerings, enhancing its technology platform, and strengthening its distribution capabilities.
Summary
Cohen & Steers is a strong company with specialized expertise in real assets and alternative investments. The company benefits from a solid track record, experienced management, and a growing demand for its niche products. It needs to look out for economic downturns, interest rate hikes and growing competition.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Reports
- Analyst Estimates
- FactSet
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change.
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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