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CNS Transcript
Cohen & Steers, Inc. (CNS) Q4 2025 Earnings Call Transcript
Positive1-23
The earnings call highlights strong financial performance with revenue and operating income growth, a decreased compensation ratio, and increased liquidity. The Q&A session reveals positive sentiment from analysts, with management addressing growth in private real estate and active ETFs, indicating potential for future growth. Despite slight AUM decline, net inflows remain strong. The company's strategic initiatives and optimistic outlook on real estate and ETFs further support a positive sentiment. Considering the market cap, the stock price is likely to react positively, within the 2% to 8% range.
Cohen & Steers, Inc. (CNS) Q3 2025 Earnings Call Transcript
Positive10-17
The earnings call reveals strong financial performance with increased EPS, revenue, operating margin, and AUM, alongside stable expenses and improved liquidity. The Q&A section highlights positive sentiment towards U.S. REITs and real asset strategies, with expectations of strong future performance. The market cap suggests moderate sensitivity to these positive developments. Despite some management ambiguity on long-term comp ratio guidance, the overall outlook is optimistic, leading to a positive stock price prediction of 2% to 8% over the next two weeks.
Cohen & Steers, Inc. (CNS) Q2 2025 Earnings Call Transcript
Unknown7-18
The earnings call revealed several concerning factors: a slight EPS decline, net outflows, and a drop in operating margin. While there are positive aspects like revenue growth and liquidity increase, the Q&A highlighted uncertainties in wealth management and strategic execution risks. The net outflows and competition pressures further indicate challenges. Given the market cap of $3.57 billion, these factors suggest a negative sentiment, likely resulting in a stock price decrease of -2% to -8% over the next two weeks.
Cohen & Steers, Inc. (NYSE:CNS) Q1 2025 Earnings Call Transcript
Unknown4-18
The earnings call presents mixed signals: while the company reports strong performance in certain segments like CNS REIT and AUM growth, EPS and operating margins have declined. The Q&A reveals concerns about market volatility and vague responses on key issues, which could worry investors. The launch of new ETFs and a focus on innovation are positives, but the decrease in net inflows and unfunded pipeline are negatives. Given the mid-cap status of the company, the stock price is likely to remain stable, resulting in a neutral sentiment.
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