NYSE$CNS

Cohen & Steers Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Cohen & Steers reported Q3 2025, revenue of $141.7M, net income of $41.6M, diluted EPS of $0.81.

For Q3 2025, Cohen & Steers reported revenue of $141.7M, net income of $41.6M, diluted EPS was $0.81. Management discusses operating trends, capital, and sector risks in the quarterly filing.

  • Revenue $141.7M.
  • Net income $41.6M.
  • Diluted EPS $0.81.
  • Cohen & Steers MD&A highlights liquidity, capital, and core trends.
  • Segment and macro factors shape year-over-year comparisons.

Headline financials

Total Revenue

$142M

Previous: $133M+6.4%
EPS (adj)

$0.81

Previous: $0.77+5.2%
Operating margin

34.5%

No prior period
Operating margin (Adj.)

36.1%

No prior period
Assets under management

$90.9B

No prior period
Average AUM

$89.7B

No prior period
Net inflows

$233M

No prior period
Employee compensation

$56.1M

No prior period
G&A expense

$15.2M

No prior period
Capital Expenditures

-$5.7M

Previous: -$9.97M+42.9%
Net Income

$41.7M

Previous: $39.7M+5.2%
Operating Income

$50.9M

Previous: $44.9M+13.4%

Revenue & EPS history

Cohen & Steers · Revenue · Quarterly

$142M

Q3 2025+6.4%vs Q3 2024
Beat estimate in 4 of 12 quarters(33%)
ActualEstimate

Forward guidance

Asset managers focus on AUM flows, fee rates, and market levels.

Tailwinds

  • Net inflows and performance fees.
  • Product mix and institutional wins.
  • Operating leverage on AUM growth.

Headwinds

  • Market drawdowns on AUM and fees.
  • Fee compression in core strategies.
  • Competition for institutional mandates.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-0.2%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+3.0%

Avg return

30 days after

42%

28 / 66 earnings

Positive

+11.6%

Q4 2019

Best reaction

-11.7%

Q2 2012

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.7%+5.7%+10.4%
Q4 2025-4.2%-7.0%-2.4%
Q3 2025+5.8%+4.6%-1.6%
Q2 2025-2.2%-4.3%-6.6%
Q1 2025+0.5%+0.6%+12.1%
Q4 2024+3.0%+4.0%-0.4%
Q3 2024+7.3%+6.8%+2.3%
Q2 2024+1.3%+0.4%+4.5%
Q1 2024-2.2%+2.6%+8.4%
Q4 2023+2.3%+4.9%+4.5%
Q3 2023-6.1%-8.3%+3.2%
Q2 2023+0.7%+1.9%-2.1%
Q1 2023-0.8%+0.8%-8.4%
Q4 2022-5.5%-2.2%-1.7%
Q3 2022-3.2%-0.3%+12.3%
Q2 2022-0.5%+0.0%+9.6%
Q1 2022-1.8%-3.8%-15.2%
Q4 2021-1.1%+0.9%-2.4%
Q3 2021+2.0%+4.1%+9.7%
Q2 2021+1.1%+3.5%+9.3%
Q1 2021-0.2%+2.1%+8.1%
Q4 2020-4.7%-5.9%-10.8%
Q3 2020-1.2%-2.1%+18.4%
Q2 2020-6.0%-5.2%-9.3%
Q1 2020+5.1%+18.6%+36.5%
Q4 2019+11.6%+11.5%+16.9%
Q3 2019+6.7%+11.1%+14.1%
Q2 2019+0.9%-1.4%+0.9%
Q1 2019+2.8%+2.6%+7.0%
Q4 2018+0.2%+3.0%+11.0%
Q3 2018+1.1%+0.2%-3.1%
Q2 2018-2.2%-8.4%-3.4%
Q1 2018-0.6%-0.9%+1.4%
Q4 2017-2.0%-5.9%-6.2%
Q3 2017+5.2%+1.4%+7.1%
Q2 2017-0.6%-0.8%-6.4%
Q1 2017+0.3%+0.7%-3.6%
Q4 2016+3.4%+5.7%+4.9%
Q3 2016+0.2%-1.3%-8.7%
Q2 2016-1.8%-1.1%-1.5%
Q1 2016-1.8%
Q4 2015-1.4%
Q3 2015+1.8%
Q2 2015-0.6%
Q1 2015-1.0%
Q4 2014-2.6%
Q3 2014+5.0%
Q2 2014+1.7%
Q1 2014-3.8%
Q4 2013-2.6%
Q3 2013+7.4%
Q2 2013-3.1%
Q1 2013-3.9%
Q4 2012+2.7%
Q3 2012-5.5%
Q2 2012-11.7%
Q1 2012+0.4%
Q4 2009+2.9%
Q4 2011+2.9%
Q3 2010-3.8%
Q3 2011-3.8%
Q2 2011-0.1%
Q2 2010-0.1%
Q1 2010-1.5%
Q1 2011-1.5%
Q4 2010-1.5%

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