Cohen & Steers Plunges 4.43% on Earnings Miss

Cohen & Steers' stock price fell to its lowest level since April 2025 today, with an intraday decline of 4.43%.

The strategy of purchasing Cohen & Steers (CNS) shares after they reached a recent low and holding for 1 week yielded moderate returns over the past five years, with an average annualized return of approximately 5%. However, this was below the S&P 500's return over the same period, indicating that while the strategy provided positive returns, it may not have kept pace with broader market gains.

Cohen & Steers' second-quarter earnings report for 2025 had a significant impact on its stock price. The company's earnings per share (EPS) of $0.73 missed the forecast by 3.95%, which contributed to a decline in its stock price. Despite this, revenue exceeded expectations, reaching $136.13 million.

Analysts have noted that the miss in EPS was primarily due to higher-than-expected operating expenses, which offset the positive revenue growth. The company's management attributed the increased expenses to investments in technology and talent, aimed at enhancing its long-term competitive position. However, investors seemed to focus more on the short-term earnings miss, leading to the stock price decline.

Looking ahead, Cohen & Steers' management remains optimistic about the company's prospects. They highlighted the strong demand for their investment products and services, particularly in the real estate and infrastructure sectors. The company is also exploring new opportunities in emerging markets, which could drive future growth. Despite the recent setback, Cohen & Steers' long-term strategy appears to be on track, and the company is well-positioned to capitalize on market trends.