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Upturn AI SWOT - About
CNS 
Cohen & Steers Inc (CNS)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
09/16/2025: 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
Very few follow this stock; limited insights, higher-risk early investing.
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  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.65B USD | Price to earnings Ratio 22.76 | 1Y Target Price 74.33 |
Price to earnings Ratio 22.76 | 1Y Target Price 74.33 | ||
Volume (30-day avg) 2 | Beta 1.39 | 52 Weeks Range 67.88 - 107.48 | Updated Date 09/15/2025 |
52 Weeks Range 67.88 - 107.48 | Updated Date 09/15/2025 | ||
Dividends yield (FY) 3.38% | Basic EPS (TTM) 3.09 |
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 29.82% | Operating Margin (TTM) 31.83% |
Management Effectiveness
Return on Assets (TTM) 14.88% | Return on Equity (TTM) 32.55% |
Valuation
Trailing PE 22.76 | Forward PE 20.53 | Enterprise Value 3562805856 | Price to Sales(TTM) 6.72 |
Enterprise Value 3562805856 | Price to Sales(TTM) 6.72 | ||
Enterprise Value to Revenue 6.3 | Enterprise Value to EBITDA 16.49 | Shares Outstanding 50996700 | Shares Floating 27579504 |
Shares Outstanding 50996700 | Shares Floating 27579504 | ||
Percent Insiders 46.02 | Percent Institutions 60.33 |
Upturn AI SWOT
Cohen & Steers Inc
Company Overview
History and Background
Founded in 1986, Cohen & Steers Inc. specializes in real assets and alternative investment management. Initially focused on REITs, it expanded into other real asset classes like infrastructure, natural resources, and commodities.
Core Business Areas
- Real Assets: Investing in listed real estate, infrastructure, natural resources and commodities strategies globally.
- Alternative Investment Solutions: Provides a range of alternative investment solutions, including private real estate and other specialized strategies, available through various investment vehicles.
Leadership and Structure
Robert Steers is the CEO. The firm has a team of portfolio managers and research analysts organized by asset class and geography. It operates with a partnership structure.
Top Products and Market Share
Key Offerings
- Cohen & Steers Realty Shares (CSRSX): A real estate mutual fund. Market share data is dispersed among many similar funds. Competitors include Vanguard Real Estate Index Fund (VGSLX) and Fidelity Real Estate Index Fund (FSRNX).
- Cohen & Steers Infrastructure Fund (UTF): Closed end fund focused on infrastructure. Market share is dispersed among similar infrastructure funds and ETFs. Competitors include Brookfield Infrastructure Partners (BIP) and Macquarie Infrastructure Corporation (MIC).
Market Dynamics
Industry Overview
The asset management industry is highly competitive, facing pressures from passive investing and fee compression. Real assets are seeing increasing investor interest for inflation protection and diversification.
Positioning
Cohen & Steers is a specialist in real asset investment management, differentiating itself through deep expertise and a focused product line. The company benefits from the increasing demand for infrastructure and inflation hedged asset classes.
Total Addressable Market (TAM)
The TAM for real asset investments is estimated to be in the trillions of dollars, encompassing global real estate, infrastructure, and natural resources. Cohen & Steers captures a small but significant part of this TAM through its specialized strategies.
Upturn SWOT Analysis
Strengths
- Specialized expertise in real assets
- Strong brand recognition within its niche
- Experienced management team
- Diversified product offerings within real assets
- Long track record of performance
Weaknesses
- Concentration in a specific asset class makes it vulnerable to sector-specific downturns
- Smaller size compared to larger asset managers can limit economies of scale
- Dependence on key personnel
- Higher expense ratios than some passive alternatives
Opportunities
- Growing demand for real asset investments for inflation protection
- Expansion into new real asset classes and geographies
- Partnerships with larger institutions
- Increasing allocations from sovereign wealth funds and pension plans to real assets
Threats
- Economic downturns can negatively impact real asset values
- Increased competition from other asset managers
- Rising interest rates can dampen demand for real estate
- Regulatory changes impacting real asset investments
Competitors and Market Share
Key Competitors
- PGIM
- N/A
Competitive Landscape
Cohen & Steers competes with larger asset managers and specialized real asset firms. It differentiates itself through its deep expertise and focused product line. Key competitive advantages include its long track record and strong brand recognition.
Major Acquisitions
N/A
- Year: 0
- Acquisition Price (USD millions): 0
- Strategic Rationale: N/A
Growth Trajectory and Initiatives
Historical Growth: Cohen & Steers has grown through a combination of organic growth and acquisitions, capitalizing on the increasing interest in real assets.
Future Projections: Requires analyst consensus data. Placeholder: Analysts project continued growth in assets under management driven by demand for real asset strategies. Revenue growth is projected in the mid-single digits.
Recent Initiatives: Cohen & Steers has focused on expanding its private real estate offerings and developing new infrastructure investment strategies.
Summary
Cohen & Steers is a specialized asset manager with expertise in real assets. The company benefits from the increasing demand for inflation-protected investments and has a strong brand within its niche. However, it faces competition from larger asset managers and is vulnerable to sector-specific downturns. Expanding into new real asset classes and geographies presents growth opportunities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Yahoo Finance
- Analyst Reports (Placeholder)
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data and market share information are subject to change. Actual market share percentages were not directly available and are instead estimates that reflect general competitive positioning. N/A indicates that the information was not readily available or the figure is not the biggest player for competitive reasons.
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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