Company Analysis

Cohen & Steers Inc. (CNS)

NYSE: CNS · Investment Advice · New York, NY · filing with the SEC since 2004
Grade5.1
◀ Past 6.4● Present 4.8▶ Future 4.3

The grade of Cohen & Steers Inc.

Nine metrics read from its own filings, by tense
Headline grade
5.1/10
◀ Past6.430% of the headline
● Present4.840% of the headline
▶ Future4.330% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

6.4/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
7.2/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 22% of this tense · 72nd percentile among 48 sector filers · read for itself

From the record

Cohen & Steers Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
5.7/10

What has it actually done, year after year?

+5.2% a year over 10 filed years; profitable in 10 of 10.

weight 45% of this tense · 57th percentile among 42 sector filers · read for its customers

From the record

Cohen & Steers Inc.'s 10 filed years say what it did: revenue went from $351 million in fiscal 2016 to $556 million in fiscal 2025, up 5.2% a year; it rose in 7 of 9 years; the deepest fall was 16% from fiscal 2021 to fiscal 2023; net income was positive in 10 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span5.2%bottom 35% of its family
  • the share of years revenue rosetop 37% of its family
  • the share of filed years with a profittop 25% of its family
  • the deepest fall from a revenue peak16.1%top 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
6.7/10

How has it treated the people who own it?

Share count grew 1.5% a year. 100% of cash flow returned. Insiders: 6 sales, 24 purchases.

weight 33% of this tense · 67th percentile among 36 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, Cohen & Steers Inc.'s diluted share count grew about 1.5% a year, and dividends and buybacks returned about 100% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 6 sales and 24 purchases of their own stock on the open market in the year to 2026-10-02, buying about $17 million (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 47% of its family
  • cash returned against operating cash flowtop 14% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

4.8/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
7.0/10

Is it financially healthy right now?

ROE 27%: 27¢ of profit per shareholder dollar. Leverage 36%: owes 36¢ per asset dollar.

weight 22% of this tense · 70th percentile among 44 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Cohen & Steers Inc. earned about 27 cents of profit for every dollar of shareholders' money. Leverage: it owed about 36 cents per dollar of assets, and net share issuance: its share count grew 1.2% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 19% of its family
  • return on equitytop 21% of its family
  • the share count against the year beforebottom 49% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
4.2/10

How strong is its position in its industry?

bottom 42% of 43 in its family; net margin 27.6%.

weight 45% of this tense · 42nd percentile among 43 sector filers · read for its customers

From the record

Cohen & Steers Inc.'s standing among 43 graded names in its industry family: revenue of $556 million in fiscal 2025 ranks in the bottom 33% by size; a net margin of 27.6% ranks in the top 27%; revenue growth of -0.6% a year over the last 3 filed years ranks in the bottom 20% (its annual reports).

What it rests on

  • revenue against the family$556Mbottom 33% of its family
  • net margin27.6%top 27% of its family
  • three-year revenue growth-0.6%bottom 20% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
4.2/10

What are the people in charge doing?

bottom 42% of 34 in its family for leadership; chief executive since 2022.

weight 33% of this tense · 42nd percentile among 34 sector filers · read for its shareholders

From the record

Cohen & Steers Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Harvey, Joseph M (Chief Executive Officer, as filed), filing under that title since 2022-03-18, 4.7 years (bottom 33% of its family); the 18 officers and directors filing in the last fifteen months have been on the record a median of 8.7 years (top 38%); 9 officer or director changes were reported on Form 8-K since 2023-11-13, against the 18 people in charge now (bottom 30%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge9 in three years among 18 peoplebottom 30% of its family
  • the median years the people in charge have filed8.7 yearstop 38% of its family
  • the chief executive's years on the record4.7 yearsbottom 33% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.3/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
4.4/10

How much room does it have to grow?

bottom 44% of 42 in its family for room to expand.

weight 33% of this tense · 44th percentile among 42 sector filers · read for itself

From the record

Cohen & Steers Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $145 million against no long-term debt tagged leaves 16.6% of its assets as net cash, top 23% of its family; cash from operations less capital spending is -22.7% of revenue (bottom 10%) (its annual report).

What it rests on

  • cash less debt against assets16.6%top 23% of its family
  • cash from operations less capital spending against revenue-22.7%bottom 10% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
4.2/10

What could actually drive growth from here?

bottom 42% of 41 in its family for growth drivers.

weight 33% of this tense · 42nd percentile among 41 sector filers · read for its customers

From the record

Cohen & Steers Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew -0.6% a year over the last three filed years against 5.2% over all 10, slowing (bottom 28% of its family); the newest year grew 7.5% (bottom 45%); capital spending grew 12.3% a year (top 49%) (its annual reports). Cohen & Steers Inc. reported 4 product lines in fiscal 2025: Open End Investment Funds at $320 million (57%), Institutional Accounts at $133 million (24%), Closed End Investment Funds at $103 million (19%), and 1 more; 3 of 4 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-5.9 points a yearbottom 28% of its family
  • the newest year's revenue growth7.5%bottom 45% of its family
  • three-year growth of capital spending12.3%top 49% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
4.5/10

Did its newest year beat what its own record pointed to?

bottom 45% of 41 in its family for expectations against reality.

weight 33% of this tense · 45th percentile among 41 sector filers · read for its shareholders

From the record

Cohen & Steers Inc.'s newest year against its own record: revenue of $556 million in fiscal 2025 came in 12.5% above the $494 million its prior three years' pace pointed to (top 19% of its family); net income of $153 million against a prior three-year average of $150 million (bottom 23%); a net margin of 27.6% against 28.6% before (bottom 30%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace12.5%top 19% of its family
  • net income against the prior three years' average+2%bottom 23% of its family
  • net margin against its prior average-1.0 pointsbottom 30% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton CNS · research, not advice