Cohen & Steers Inc (NYSE:CNS) Misses Q2 2025 Earnings and Revenue Estimates

Cohen & Steers Inc (NYSE:CNS) reported its second-quarter 2025 earnings, missing analyst expectations on both revenue and earnings per share (EPS). The investment manager, which specializes in real assets and alternative income strategies, posted revenue of $136.13 million, falling short of the estimated $137.75 million. Similarly, EPS came in at $0.73, below the consensus estimate of $0.76.

Key Earnings Highlights

• Revenue: $136.13M (actual) vs. $137.75M (estimated) – a 1.2% miss
• EPS: $0.73 (actual) vs. $0.76 (estimated) – a 4.3% miss
• After-Hours Reaction: Shares declined ~0.49% following the earnings release.
• Recent Performance: The stock has been relatively flat over the past week (-2.6%) and month (+2.1%).

Market Reaction & Outlook

The slight after-hours dip suggests investor disappointment, though the muted movement indicates the miss was not severe enough to trigger a sharp sell-off. Analysts had expected stronger performance, particularly given the firm’s focus on real assets, which have seen mixed demand in the current economic climate.

Looking ahead, analysts project:

• Q3 2025 Estimates: Revenue of $140.77M and EPS of $0.78
• Full-Year 2025 Estimates: Revenue of $552.41M and EPS of $3.08

The company did not provide explicit forward guidance in the press release, leaving investors to rely on analyst projections. The lack of a bullish outlook may have contributed to the subdued market reaction.

Press Release Summary

The earnings release reiterated Cohen & Steers’ position as a specialist in liquid real assets, including real estate securities, infrastructure, and preferred securities. The firm manages open-end funds, institutional accounts, and closed-end funds, serving both wealth and institutional channels.

For more detailed earnings data and future estimates, see Cohen & Steers Earnings & Estimates.

Disclaimer: This article is not investment advice. Investors should conduct their own research or consult a financial professional before making decisions.