Added to YB: 2025-12-17
Pitch date: 2025-12-15
CNS [bullish]
Cohen & Steers, Inc.
+6.43%
current return
Author Info
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Company Info
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.
Market Cap
$3.4B
Pitch Price
$62.80
Price Target
88.00 (+32%)
Dividend
3.72%
EV/EBITDA
17.30
P/E
22.44
EV/Sales
5.89
Sector
Capital Markets
Category
turnaround
Cohen & Steers (CNS): Position for the Real Asset Recovery
CNS: Premier real assets manager (REITs, infrastructure) positioned for recovery as Fed cuts rates to 3.5-3.75%. Net inflows returned after 9qtrs outflows, AUM stabilizing at $90.9B. 90%+ of AUM beats benchmarks 3-5yr. 4% dividend yield, ~$88 price target (+40% upside) on 18-20x P/E expansion as real assets rebound.
Read full article (5 min)