Should I Buy CNS? CNS 2026 Analysis

Should You Buy Cohen & Steers Inc (CNS) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Hold

Latest Price

62.710

1 Day change

1.05%

52 Week Range

89.030

Analysis Updated At

2026/02/04

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Not a good buy right now: the primary trend is still bearish (bearish MA stack + expanding negative MACD), so the path of least resistance remains down.
Oversold (RSI_6 ~16.6) could produce a short-term bounce, but without a confirmed reversal signal this is more of a falling-knife setup than a high-confidence entry.
Insider buying is a meaningful positive, but it’s currently outweighed by weakening latest-quarter fundamentals and a negative/underperform Street stance.
For an impatient buyer seeking an immediate entry, I would not buy CNS at this price; I would stand aside until at least a stabilization/reclaim of nearby resistance levels.

Technical Analysis

Trend: Bearish. Moving averages are stacked bearishly (SMA_200 > SMA_20 > SMA_5), confirming downside momentum.
Momentum: MACD histogram -0.774 and negatively expanding → selling pressure is still increasing, not basing yet.
Mean-reversion setup: RSI_6 at 16.612 indicates deeply oversold conditions, which often precede a reflex rally, but does not by itself confirm a bottom.
Key levels: Price 60.86 is below Pivot 65.443 and just under S1 61.576; next support is S2 59.186. A break below ~59.19 increases downside risk; a recovery back above ~61.58 then ~65.44 would improve the technical picture.
Intellectia Proprietary Trading Signals: Intellectia Proprietary Trading Signals
- AI Stock Picker: No signal on given stock today.
- SwingMax: No signal on given stock today.

Options Data

Bullish

Open Interest Put-Call Ratio

Neutral

Option Volume Put-Call Ratio

Positioning/Sentiment: Open interest put/call ratio at 0.19 is call-heavy (bullish skew in outstanding positioning), while the volume put/call ratio is 1.0 (today’s flow is balanced).
Activity: Option volume vs 30-day average is elevated (3.64x), suggesting heightened attention; however, absolute volume shown is very small, so interpret as “relative spike off a low base.”
Volatility: IV (32.67) below historical vol (36.53) with IV percentile 44 and very low IV rank (5.27) → options are not pricing an extreme event; sentiment is not panic-bearish despite the oversold tape.

Technical Summary

Sell

Buy

Positive Catalysts

- Insiders are buying aggressively: reported insider buying amount up ~403.74% over the last month (often supportive near lows).
- Technical mean-reversion potential: extremely oversold RSI can spark a quick bounce if selling pressure fades.
- Call-heavy open interest (low OI put/call) can align with a rebound narrative if price stabilizes above support.

Neutral/Negative Catalysts

- Technicals remain decisively bearish: bearish MA stack plus expanding negative MACD indicates the downtrend is still intact.
- No near-term news catalysts in the past week to re-rate the stock or change sentiment.
- Hedge funds neutral with no significant trend over the last quarter (no strong external sponsorship signal).
- Politicians / influential figures: no provided evidence of recent buying/selling activity.
- Congress trading (last 90 days): no recent congress trading data available (no signal from that channel).

Financial Performance

Latest quarter: 2025/Q4 showed deceleration/decline.
Revenue: $115.885M, down -5.55% YoY.
Net income: $34.879M, down -23.88% YoY.
EPS: $0.68, down -23.60% YoY.
Overall: earnings and profitability are contracting faster than revenue, which is a fundamental headwind and helps explain the bearish technical trend.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Recent Street action: BofA lowered price target to $63 from $71 (2025-12-10) and maintained an Underperform rating.
Implication: even after the target cut, the new PT ($63) is only modestly above the current price (~$60.86), suggesting limited upside expected by that analyst.
Wall Street pros vs cons (from provided data):
- Pros: PT still above spot; insider buying trend supports a valuation/long-term confidence narrative.
- Cons: Underperform rating and target cut signal deteriorating expectations; preference shifted toward alternative asset managers vs this group, indicating weaker relative appeal.

2 Analyst Rating

Wall Street analysts forecast CNS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CNS is 70 USD with a low forecast of 63 USD and a high forecast of 77 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

1 Buy

0 Hold

1 Sell

Hold

Current: 62.060

Low

Averages

High

Current: 62.060

Low

Averages

High

BofA

Underperform

downgrade

$71 -> $63

AI Analysis

2025-12-10

Reason

BofA

Price Target

$71 -> $63

AI Analysis

2025-12-10

downgrade

Underperform

Reason

BofA lowered the firm's price target on Cohen & Steers to $63 from $71 and keeps an Underperform rating on the shares. Looking ahead to 2026, the firm now favors the alternative asset managers to online brokers due to what it sees as a better valuation and positioning setup combined with a stronger macro backdrop, the analyst tells investors in a note on the brokers, asset managers and exchanges group.

BofA

Underperform

maintain

$68 -> $71

2025-10-21

Reason

BofA

Price Target

$68 -> $71

2025-10-21

maintain

Underperform

Reason

BofA raised the firm's price target on Cohen & Steers to $71 from $68 and keeps an Underperform rating on the shares. C&S reported better-than-expected Q3 results, including an EPS beat, and management raised the 2025 G&A growth guidance to 9%, announced $500M-$600M of pending redemptions and a $1.8B unfunded pipeline on the earnings call, the analyst tells investors. While flows appear to be improving, redemptions remain elevated and high-interest rates will continue to be a headwind, says the analyst, who maintains an Underperform rating due to challenges in real estate.

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CNS Should I Buy

CNS Should I Buy

Should You Buy Cohen & Steers Inc (CNS) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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