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Cohn & Steers Earnings Calls
| Release date | Jul 16, 2026 |
| EPS estimate | $0.86 |
| EPS actual | $0.85 |
| EPS Surprise | -0.585% |
| Revenue estimate | 149.453M |
| Revenue actual | 151.837M |
| Revenue Surprise | 1.60% |
| Release date | Apr 16, 2026 |
| EPS estimate | $0.81 |
| EPS actual | $0.790 |
| EPS Surprise | -2.47% |
| Revenue estimate | 143.56M |
| Revenue actual | 144.264M |
| Revenue Surprise | 0.490% |
| Release date | Jan 22, 2026 |
| EPS estimate | $0.81 |
| EPS actual | $0.81 |
| Revenue estimate | 143.131M |
| Revenue actual | 143.794M |
| Revenue Surprise | 0.463% |
| Release date | Oct 16, 2025 |
| EPS estimate | $0.775 |
| EPS actual | $0.81 |
| EPS Surprise | 4.52% |
| Revenue estimate | 138.637M |
| Revenue actual | 141.72M |
| Revenue Surprise | 2.22% |
Last 4 Quarters for Cohn & Steers
Below you can see how CNS performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Oct 16, 2025 |
| Price on release | $65.80 |
| EPS estimate | $0.775 |
| EPS actual | $0.81 |
| EPS surprise | 4.52% |
| Date | Price |
|---|---|
| Oct 10, 2025 | $66.15 |
| Oct 13, 2025 | $66.68 |
| Oct 14, 2025 | $67.04 |
| Oct 15, 2025 | $66.55 |
| Oct 16, 2025 | $65.80 |
| Oct 17, 2025 | $69.62 |
| Oct 20, 2025 | $70.64 |
| Oct 21, 2025 | $70.74 |
| Oct 22, 2025 | $68.84 |
| 4 days before | -0.529% |
| 4 days after | 4.62% |
| On release day | 5.81% |
| Change in period | 4.07% |
| Release date | Jan 22, 2026 |
| Price on release | $68.78 |
| EPS estimate | $0.81 |
| EPS actual | $0.81 |
| Date | Price |
|---|---|
| Jan 15, 2026 | $69.63 |
| Jan 16, 2026 | $70.42 |
| Jan 20, 2026 | $68.68 |
| Jan 21, 2026 | $69.36 |
| Jan 22, 2026 | $68.78 |
| Jan 23, 2026 | $65.91 |
| Jan 26, 2026 | $65.25 |
| Jan 27, 2026 | $65.09 |
| Jan 28, 2026 | $63.95 |
| 4 days before | -1.22% |
| 4 days after | -7.02% |
| On release day | -4.17% |
| Change in period | -8.16% |
| Release date | Apr 16, 2026 |
| Price on release | $64.64 |
| EPS estimate | $0.81 |
| EPS actual | $0.790 |
| EPS surprise | -2.47% |
| Date | Price |
|---|---|
| Apr 10, 2026 | $63.16 |
| Apr 13, 2026 | $64.51 |
| Apr 14, 2026 | $66.28 |
| Apr 15, 2026 | $66.21 |
| Apr 16, 2026 | $64.64 |
| Apr 17, 2026 | $66.67 |
| Apr 20, 2026 | $68.25 |
| Apr 21, 2026 | $68.85 |
| Apr 22, 2026 | $68.32 |
| 4 days before | 2.34% |
| 4 days after | 5.69% |
| On release day | 3.14% |
| Change in period | 8.17% |
| Release date | Jul 16, 2026 |
| Price on release | $81.07 |
| EPS estimate | $0.86 |
| EPS actual | $0.85 |
| EPS surprise | -0.585% |
| Date | Price |
|---|---|
| Jul 10, 2026 | $77.40 |
| Jul 13, 2026 | $76.57 |
| Jul 14, 2026 | $77.07 |
| Jul 15, 2026 | $78.87 |
| Jul 16, 2026 | $81.07 |
| Jul 17, 2026 | $84.65 |
| Jul 20, 2026 | $82.50 |
| Jul 21, 2026 | $80.79 |
| Jul 22, 2026 | $80.42 |
| 4 days before | 4.74% |
| 4 days after | -0.80% |
| On release day | 4.42% |
| Change in period | 3.90% |
Cohn & Steers Earnings Call Transcript Summary of Q2 2026
Cohen & Steers reported a strong quarter: adjusted EPS of $0.85 (up from $0.79 QoQ), net income of $44 million, revenue of $152 million, and an operating margin of 36.3%. Assets under management rose ~8% to just over $100 billion. The firm generated $1.3 billion of net inflows (one of the strongest quarters in recent history) led by U.S. real estate ($833 million), preferred securities, global listed infrastructure, and multi-strategy real assets. The institutional won/unfunded pipeline is robust at $1.6 billion, with broad strategy and geographic diversification. Investment performance remains strong over longer horizons (3- and 5-year outperformance), though one-year U.S. REIT performance lagged due to cell-tower positioning. Product and distribution initiatives advanced: active ETFs surpassed $1 billion AUM (largest ETF: U.S. Real Estate at $450 million), SICAVs reached $2 billion, the non-traded REIT continues to outperform since inception, and the firm completed a $154 million rights offering for a closed-end fund. Liquidity is healthy with $219 million in U.S. Treasuries and ~$136 million of liquid seed investments. Expense guidance remains intact (comp & benefits ~40% of revenues; mid-single-digit G&A growth; pro forma tax rate ~25-26%). Management emphasized the favorable macro backdrop for real assets, a multi-year REIT recovery, and opportunities from global infrastructure and real assets amid higher inflation and capital investment cycles.
