Teacher Retirement System of Texas Acquires 59,761 Shares of Cohen & Steers Inc $CNS

Teacher Retirement System of Texas increased its holdings in shares of Cohen & Steers Inc (NYSE:CNS) by 529.9% during the third quarter, Holdings Channel.com reports. The firm owned 71,038 shares of the asset manager’s stock after buying an additional 59,761 shares during the period. Teacher Retirement System of Texas’ holdings in Cohen & Steers were worth $4,661,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. JPMorgan Chase & Co. boosted its position in Cohen & Steers by 21.1% during the 2nd quarter. JPMorgan Chase & Co. now owns 130,719 shares of the asset manager’s stock valued at $9,850,000 after acquiring an additional 22,786 shares in the last quarter. Bourgeon Capital Management LLC purchased a new stake in shares of Cohen & Steers during the 3rd quarter worth $9,554,000. Envestnet Portfolio Solutions Inc. boosted its position in Cohen & Steers by 92.3% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 10,784 shares of the asset manager’s stock valued at $813,000 after purchasing an additional 5,175 shares in the last quarter. Edgestream Partners L.P. boosted its position in Cohen & Steers by 316.7% during the second quarter. Edgestream Partners L.P. now owns 81,839 shares of the asset manager’s stock valued at $6,167,000 after purchasing an additional 62,201 shares in the last quarter. Finally, Congress Asset Management Co. grew its stake in Cohen & Steers by 1.6% in the third quarter. Congress Asset Management Co. now owns 644,560 shares of the asset manager’s stock valued at $42,290,000 after purchasing an additional 9,942 shares during the last quarter. 51.47% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, Director Martin Cohen purchased 12,708 shares of the company’s stock in a transaction on Thursday, November 20th. The shares were acquired at an average price of $60.83 per share, for a total transaction of $773,027.64. Following the purchase, the director owned 949,205 shares in the company, valued at $57,740,140.15. This trade represents a 1.36% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. In the last quarter, insiders bought 100,000 shares of company stock worth $5,982,368. 45.60% of the stock is currently owned by insiders.

Cohen & Steers News Roundup

Here are the key news stories impacting Cohen & Steers this week:

• Positive Sentiment: Analyst upgrade argues CNS is attractively valued as investor demand for income-focused strategies returns; upgrade could support upside as yield-focused flows resume. Cohen & Steers: Cheap Enough To Buy As Income Comes Back Into Focus (Upgrade)
• Positive Sentiment: Positive coverage on the Cohen & Steers Closed‑End Opportunity Fund (FOF) highlights resilience and income potential in 2026, which could help AUM and fee revenue for the firm’s product suite. ‘Stayin’ Alive’ In 2026 With The Cohen & Steers Closed-End Opportunity Fund
• Neutral Sentiment: Full Q4 2025 earnings call transcript is available; the quarter showed EPS roughly in line with estimates but management commentary and detail in the call will be watched for guidance and margin commentary. Cohen & Steers, Inc. (NYSE:CNS) Q4 2025 earnings call transcript
• Neutral Sentiment: Cohen & Steers Closed‑End Opportunity Fund (FOF) filed a Section 19(a) disclosure about the sources of its Jan. 30 distribution (routine disclosure for shareholders). Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF) Notification of Sources of Distribution Under Section 19(a)
• Neutral Sentiment: Cohen & Steers REIT & Preferred & Income Fund (RNP) filed its Section 19(a) distribution-source notice for the Jan. 30 payment. Cohen & Steers REIT and Preferred and Income Fund, Inc. (RNP) Notification of Sources of Distribution Under Section 19(a)
• Neutral Sentiment: Cohen & Steers Infrastructure Fund (UTF) filed a Section 19(a) notice detailing the source of its upcoming distribution. Cohen & Steers Infrastructure Fund, Inc. (UTF) Notification of Sources of Distribution Under Section 19(a)
• Neutral Sentiment: Cohen & Steers Quality Income Realty Fund (RQI) posted its Section 19(a) disclosure for the Jan. 30 distribution. Cohen & Steers Quality Income Realty Fund, Inc. (RQI) Notification of Sources of Distribution Under Section 19(a)
• Neutral Sentiment: Cohen & Steers Total Return Realty Fund (RFI) filed its Section 19(a) distribution-source notice ahead of the Jan. 30 payout. Cohen & Steers Total Return Realty Fund, Inc. (RFI) Notification of Sources of Distribution Under Section 19(a)
• Negative Sentiment: Independent coverage flags margin compression as the key concern from Q4 — even with net inflows and product expansion, margin pressure could reduce profitability and weigh on CNS valuation near term. CNS Q4 deep dive: Margin compression overshadows net inflows and product expansion

Cohen & Steers Stock Down 0.2%

CNS stock opened at $65.15 on Wednesday. The stock has a market capitalization of $3.32 billion, a PE ratio of 21.86, a price-to-earnings-growth ratio of 1.93 and a beta of 1.29. Cohen & Steers Inc has a 52 week low of $58.39 and a 52 week high of $91.07. The firm has a 50 day moving average of $64.26 and a 200 day moving average of $68.40.

Cohen & Steers (NYSE:CNS) last posted its quarterly earnings results on Thursday, January 22nd. The asset manager reported $0.81 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.81. The business had revenue of $143.79 million during the quarter, compared to analysts’ expectations of $144.30 million. Cohen & Steers had a net margin of 27.55% and a return on equity of 29.37%. The business’s quarterly revenue was up 2.9% on a year-over-year basis. During the same quarter last year, the company posted $0.78 earnings per share.

Cohen & Steers Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, November 20th. Shareholders of record on Monday, November 10th were given a dividend of $0.62 per share. The ex-dividend date of this dividend was Monday, November 10th. This represents a $2.48 dividend on an annualized basis and a yield of 3.8%. Cohen & Steers’s payout ratio is currently 83.22%.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the stock. Evercore ISI raised their price target on shares of Cohen & Steers from $74.00 to $77.00 and gave the company an “outperform” rating in a report on Monday, October 20th. Weiss Ratings reissued a “hold (c)” rating on shares of Cohen & Steers in a research report on Wednesday, January 21st. Zacks Research lowered shares of Cohen & Steers from a “hold” rating to a “strong sell” rating in a report on Thursday, January 15th. Finally, Bank of America upped their price target on Cohen & Steers from $66.00 to $68.00 and gave the stock an “underperform” rating in a research report on Thursday, October 2nd. One research analyst has rated the stock with a Buy rating, one has issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Reduce” and an average price target of $72.50.

About Cohen & Steers

Cohen & Steers, Inc is a publicly traded investment management firm specializing in real estate securities and alternative income strategies. Founded in 1986 by Martin Cohen and Robert Steers, the company has built a reputation for expertise in listed real estate investment trusts (REITs) and related equities. Headquartered in New York City, Cohen & Steers applies a research-driven approach to identify value and income opportunities across global property markets.

The firm offers a diverse range of investment products, including mutual funds, closed-end funds, and exchange-traded funds (ETFs).