Cohen & Steers, Inc. (CNS)
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
$79.91+1.16%
Close 2026-09-04 · 1-day change
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
QuarterlyIQ Insights · CNS
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 39.6% |
| Our one-year growth estimate | diamond | 13.4% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 26.2 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 35 industry peers
CNS — earnings miss
Dated 2026-04-16
of this Current Report on Form 8-K, including Exhibit 99.1 and Exhibit 99.2, is being furnished and, as a result, such information shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the Exchange Act), or otherwise subject to the liabilities of that section, nor shall such information be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth…
Why it matters: Strong revenue growth would show that the company's expansion efforts are working. It would also support management's goal of increasing revenue growth.
Supportive ifQ2 revenue grew more than 8% from last year. This shows strong demand and a good strategy.
Worry ifQ2 revenue growth is less than 5% from last year. This points to problems in execution.
Why it matters: His leadership could drive financial strategy and growth. This may affect overall performance.
Supportive ifThe company shared good news about its money situation and plans in Q3.
Worry ifThere was no clear improvement in financial performance or strategy in Q3.
Why it matters: The financial sector is showing signs of easing growth. This could impact Cohen & Steers' performance.
Worry ifCohen & Steers' revenue growth drops below the sector median of 15%.
Less concerning ifCohen & Steers maintains or exceeds the sector median revenue growth.
Why it matters: A dividend increase would show that the company cares about its shareholders. This can help the stock perform better.
Supportive ifAnnouncement of a dividend increase from $0.67 per share.
Worry ifNo increase in dividend per share from the current $0.67.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$103 on $10,000 · ±1.0% | How much price usually moves either way. |
| Bad day | $255 loss on $10,000 · 2.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,758 loss on $10,000 · 17.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Higher operating income shows good cost management and helps support growth goals.
Supportive ifQ2 operating income is more than $52 million.
Worry ifQ2 operating income is less than $48 million.
Why it matters: Keeping dividend growth shows a commitment to giving value back to shareholders.
Supportive ifDividend per share increases to above $0.70.
Worry ifDividend per share remains at $0.67 or lower.
Why it matters: This would signal a slowdown in the company's growth strategy. It could impact investor confidence.
Worry ifQ3 revenue growth reported below 10% year over year.
Less concerning ifQ3 revenue growth remains above 10% year over year.
Why it matters: Amit Muni's leadership could enhance financial strategy and investor relations. This may drive growth.
Supportive ifAmit Muni starts as CFO and outlines new financial strategies.
Worry ifThere are no major changes in financial plans or investor relations since he started.
Why it matters: This may show problems with how well the company runs. It could hurt profits.
Worry ifQ3 operating income grew less than 5% compared to last year.
Less concerning ifQ3 operating income growth exceeds 5% year over year.