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Dec 31, 2025
Cohen & Steers Q4 2025 Earnings Report
Cohen & Steers reported stable earnings and increased inflows in Q4 2025.
Key Takeaways
Cohen & Steers delivered steady EPS and net income in Q4 2025, supported by $1.2B in net inflows and disciplined cost control. AUM remained resilient at $90.5B.
Net inflows grew to $1.2B, up from $233M in Q3.
EPS held steady at $0.81, showing consistent profitability.
AUM slightly decreased to $90.5B from $90.9B, with higher average AUM.
Operating margin improved to 36.4% adjusted, indicating cost discipline.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Management did not issue formal forward guidance, but results reflect momentum in inflows and stable operations heading into FY2026.
Positive Outlook
- Strong net inflows across all channels
- Stable adjusted EPS and net income
- Improved operating margin versus prior quarter
- Growth in average AUM
- Balanced revenue composition from diverse funds
Challenges Ahead
- Slight decrease in ending AUM from Q3
- Flat EPS growth quarter-over-quarter
- Higher GAAP expenses driven by fund-related and launch costs
- Decline in GAAP operating margin from previous year
- Revenue growth remains modest sequentially
Historical Earnings Impact
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Avg. Return Before/After Earnings
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