Cohen & Steers Reports Strong Growth Trajectory with Year-End Results

Cohen, Steers US19247A1007

The asset manager Cohen & Steers has released data confirming a positive performance trend for its 2025 fiscal year. Key metrics, including assets under management and quarterly revenue, support this growth narrative, which the firm aims to extend into the new year alongside strategic initiatives in its ETF and institutional segments.

A significant indicator of the firm's health is its assets under management (AUM), which reached $90.5 billion as of December 31, 2025. The fourth quarter proved particularly robust for net inflows. Of the $1.5 billion in net new capital received for the full year, a substantial $1.28 billion arrived in the final three-month period. Investor capital was primarily directed toward specialized strategies, including US real estate investment trusts (REITs), global infrastructure assets, and advisory mandates.

Financial Performance Highlights Operational Strength

The company's financial results for the period underscore its operational momentum. Fourth-quarter 2025 revenue came in at $143.8 million, marking a 2% increase over the previous quarter. For the full year, revenue climbed 6.9% to $554 million, up from $518 million in the prior year.

Profitability metrics also showed improvement. The adjusted earnings per share (EPS) for 2025 rose to $3.09, compared to $2.93 a year earlier. Furthermore, the operating income for Q4 increased by 3%, reaching $52.4 million. The firm maintained disciplined cost management, with its compensation-to-revenue ratio holding steady at 39% in the final quarter.

Strategic Moves and Upcoming Shareholder Events

Concurrent with its financial reporting, Cohen & Steers announced an update to its management equity structure. General Counsel Francis C. Poli was granted 11,524 Restricted Stock Units as part of a performance-based incentive plan. Strategically, the company continues to emphasize the expansion of its active ETF lineup and the growth of its institutional business.

For shareholders, attention now turns to February 10, 2026. This date is the ex-dividend day for determining eligibility for monthly distributions from several of the firm's closed-end funds. Notable payouts include the Infrastructure Fund at $0.155 per share and the Quality Income Realty Fund at $0.090 per share.

The company enters the current quarter with demonstrated investment performance, as approximately 95% of its AUM outperformed respective benchmarks on a one-year basis at the end of 2025.

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