Investment management firm Cohen & Steers (NYSE:CNS) met Wall Streets revenue expectations in Q4 CY2025, with sales up 2.9% year on year to $143.8 million. Its non-GAAP profit of $0.81 per share was in line with analysts’ consensus estimates.
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Cohen & Steers (CNS) Q4 CY2025 Highlights:
- Revenue: $143.8 million vs analyst estimates of $143.2 million (2.9% year-on-year growth, in line)
- Pre-tax Profit: $42.29 million (29.4% margin)
- Adjusted EPS: $0.81 vs analyst estimates of $0.81 (in line)
- Market Capitalization: $3.54 billion
Company Overview
Founded in 1986 as a pioneer in real estate investment trusts (REITs), Cohen & Steers (NYSE:CNS) is an investment manager specializing in real estate securities, infrastructure, real assets, and preferred securities for institutional and individual investors.
Revenue Growth
A company’s long-term performance is an indicator of its overall quality. Any business can experience short-term success, but top-performing ones enjoy sustained growth for years. Regrettably, Cohen & Steers’s revenue grew at a tepid 5.4% compounded annual growth rate over the last five years. This fell short of our benchmark for the financials sector and is a rough starting point for our analysis.
Long-term growth is the most important, but within financials, a half-decade historical view may miss recent interest rate changes and market returns. Cohen & Steers’s annualized revenue growth of 6.6% over the last two years is above its five-year trend, but we were still disappointed by the results. 
Note: Quarters not shown were determined to be outliers, impacted by outsized investment gains/losses that are not indicative of the recurring fundamentals of the business.
This quarter, Cohen & Steers grew its revenue by 2.9% year on year, and its $143.8 million of revenue was in line with Wall Street’s estimates.
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Key Takeaways from Cohen & Steers’s Q4 Results
We struggled to find many positives in these results. Zooming out, we think this was a mixed quarter. The stock remained flat at $68.78 immediately following the results.
Is Cohen & Steers an attractive investment opportunity right now? If you’re making that decision, you should consider the bigger picture of valuation, business qualities, as well as the latest earnings. We cover that in our actionable full research report which you can read here (it’s free).
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