COHEN & STEERS, INC. (CNS)

AI-Powered SEC Filing Analysis

Current Report Filed: 2026-05-04

Key Insights

  • All nine director nominees were elected with strong majority support, with most candidates receiving over 98% of votes cast in their favor, indicating solid shareholder confidence in the board composition.
  • Edmond D. Villani received the lowest support among directors at 87.9% approval (5.7M against votes), suggesting some shareholder concern about this particular board member, though still passing comfortably.
  • Deloitte & Touche LLP was ratified as independent auditor with overwhelming approval (98.4%), demonstrating shareholder confidence in the audit function and accounting oversight.
  • The non-binding say-on-pay vote passed with 95.9% approval, indicating strong investor agreement with executive compensation policies and practices.
Quarterly Report Filed: 2026-05-01

Key Insights

  • The filing is a Q1 2026 10-Q for Cohen & Steers, Inc., a leading real estate investment manager with exposure across multiple asset classes including open-end funds, closed-end funds, and institutional accounts spanning North America, EMEA, Japan, and Asia ex-Japan.
  • The document structure indicates complex fair value measurement disclosures across multiple investment categories (common stock, partnership interests, fixed income securities, equity method investments, and total return swaps) with varying measurement levels (Level 1, Level 2, Level 3, and NAV-based), suggesting active portfolio management and derivative usage.
  • The presence of variable interest entity (VIE) primary beneficiary member disclosures and redeemable/non-redeemable noncontrolling interests suggests Cohen & Steers operates through consolidated subsidiaries and manages third-party capital, which is typical for asset managers but requires careful analysis of earnings attribution.
Current Report Filed: 2026-04-16

Key Insights

  • Cohen & Steers, Inc. (CNS) reported their Q1 2026 results, providing an update on the company's financial performance.
  • The earnings release and press announcement indicate that the company's results were in line with expectations, suggesting stable business operations.
  • There were no major changes or surprises noted in the 8-K filing, indicating a routine quarterly report for the asset management firm.
Insider Trading Filed: 2026-04-03

Key Insights

  • Martin Cohen, a 10% owner of Cohen & Steers, Inc. (CNS), acquired 440 shares of common stock directly on April 1, 2026.
  • Cohen's additional share ownership signals his continued confidence and commitment to the company.
  • The Form 4 filing does not indicate any sales or disposals of CNS shares by Cohen, suggesting he is holding onto his stake.
Insider Trading Filed: 2026-04-03

Key Insights

  • Edmond D. Villani, a director of Cohen & Steers, Inc. (CNS), acquired 440 shares of common stock on April 1, 2026 through the vesting of restricted stock units.
  • On April 3, 2026, Villani transferred 433 shares of CNS common stock to the Edmond Dennis Villani Revocable Trust, of which he and a family member are trustees.
  • After the transactions, Villani directly owns 4,613 shares of CNS common stock, and the Edmond Dennis Villani Revocable Trust indirectly owns 31,111 shares.
Insider Trading Filed: 2026-04-03

Key Insights

  • The reporting person, Lisa Dolly, acquired 440 shares of COHEN & STEERS, INC. (CNS) common stock through a restricted stock unit grant that was 100% vested on the grant date.
  • The reporting person's total beneficial ownership of CNS common stock increased to 2,443 shares as a result of this transaction.
  • The transaction appears to be a routine restricted stock unit award to a director, which is a common practice for compensating board members.
Insider Trading Filed: 2026-04-03

Key Insights

  • The reporting person, Frank T. Connor, acquired 440 shares of common stock in Cohen & Steers, Inc. (CNS) on April 1, 2026, increasing his direct beneficial ownership to 24,031 shares.
  • The shares acquired represent restricted stock units that vested 100% on the grant date, indicating the reporting person received these as part of his compensation as a director of the company.
  • Insider transactions can provide insights into management's confidence in the company's future prospects, and this acquisition suggests the reporting person's positive outlook on Cohen & Steers, Inc.
Insider Trading Filed: 2026-04-03

Key Insights

  • The reporting person, Dasha Smith, has acquired 440 shares of common stock in Cohen & Steers, Inc. (CNS) on April 1, 2026 through a restricted stock unit grant.
  • The acquired shares will be fully vested on the grant date and delivered to the reporting person on the third anniversary of the grant date.
  • This transaction represents an increase in the reporting person's direct ownership of CNS common stock to 9,914 shares.
Insider Trading Filed: 2026-04-03

Key Insights

  • The reporting person, Karen Wilson Thissen, acquired 440 shares of common stock in COHEN & STEERS, INC. (CNS) on 04/01/2026, increasing her direct beneficial ownership to 2,178 shares.
  • The shares acquired were underlying restricted stock units that were 100% vested on the grant date, indicating the reporting person is receiving equity-based compensation.
  • This transaction suggests the reporting person, who is a Director of the company, has confidence in the future performance of COHEN & STEERS, INC. and is aligning her interests with those of shareholders.
Insider Trading Filed: 2026-04-03

Key Insights

  • The reporting person, Reena Aggarwal, acquired 440 shares of common stock in Cohen & Steers, Inc. (CNS) on April 1, 2026. This suggests insider buying activity.
  • The shares acquired were underlying restricted stock units that were 100% vested on the grant date, indicating the reporting person has a direct ownership stake in the company.
  • The reporting person currently holds 17,061 shares of CNS common stock, representing their direct beneficial ownership in the company.
Insider Trading Filed: 2026-03-23

Key Insights

  • The reporting person, Elena Dulik, acquired 52 shares of common stock through dividend equivalent restricted stock units, indicating her continued alignment with the company's long-term interests.
  • The acquisition of shares was at no cost to the reporting person, suggesting the company's compensation practices aim to incentivize and retain key personnel.
  • The reported transaction represents a small increase in the reporting person's direct beneficial ownership, which could signal her confidence in the company's prospects.
Insider Trading Filed: 2026-03-23

Key Insights

  • The reporting person, Francis C. Poli, has acquired 256 shares of common stock in Cohen & Steers, Inc. (CNS) through the issuance of dividend equivalent restricted stock units.
  • The acquisition of shares represents a direct ownership stake for Poli, who holds the position of General Counsel, Secretary, and Executive Vice President at the company.
  • The timing of the transaction, occurring on March 19, 2026, suggests the company's regular dividend distribution and its impact on Poli's unvested restricted stock units granted in the past four years.
Insider Trading Filed: 2026-03-23

Key Insights

  • The reporting person, Michael T. Donohue, acquired 213 shares of common stock in the form of dividend equivalent restricted stock units, indicating their continued commitment to the company.
  • The acquisition of shares was in connection with the company's first quarter 2026 dividend, suggesting ongoing compensation and incentive alignment with shareholders.
  • The reporting person holds a significant position of 32,225 shares directly, demonstrating their substantial ownership stake and alignment with the company's long-term success.
Insider Trading Filed: 2026-03-23

Key Insights

  • Insider Joseph M. Harvey, the Chief Executive Officer, acquired 1,726 shares of Cohen & Steers, Inc. (CNS) common stock through dividend equivalent restricted stock units. This indicates the CEO's confidence in the company's future performance.
  • Harvey also holds a significant indirect beneficial ownership of 305,000 shares in the company through an LLC owned by a family trust. This suggests the CEO has a substantial personal stake in the company.
  • The Form 4 filing shows that Harvey has been continuously accumulating shares in Cohen & Steers, Inc. over the past few years, which could signal his belief in the company's long-term growth prospects.
Insider Trading Filed: 2026-03-23

Key Insights

  • Jon Young Cheigh, the President and CIO of Cohen & Steers, Inc., acquired 924 shares of the company's common stock, increasing his direct ownership to 93,470 shares.
  • The shares acquired were in the form of dividend equivalent restricted stock units granted to Cheigh as part of the company's compensation program.
  • Cheigh also holds an indirect beneficial ownership of 77,170 shares through the Jon Young Cheigh 2024 Revocable Trust, which he serves as a trustee for.
Insider Trading Filed: 2026-03-23

Key Insights

  • The reporting person, Brandon Brown, acquired 134 shares of common stock in Cohen & Steers, Inc. (CNS) through dividend equivalent restricted stock units, indicating an increase in his direct beneficial ownership of the company's shares.
  • The acquisition of shares was made on March 19, 2026, in connection with the company's first quarter 2026 dividend payment, suggesting the reporting person's continued participation in the company's equity compensation program.
  • The reported transaction indicates ongoing insider activity and aligns with the reporting person's role as an Executive Vice President at Cohen & Steers, Inc.
Insider Trading Filed: 2026-03-23

Key Insights

  • Adam M. Derechin, the Chief Operating Officer and Executive Vice President of Cohen & Steers, Inc. (CNS), acquired 259 shares of the company's common stock through the vesting of dividend equivalent restricted stock units, indicating continued executive confidence in the company.
  • The insider transaction occurred on March 19, 2026, and increased Derechin's direct beneficial ownership to 536,071 shares, representing a significant stake in the company.
  • Insider buying can be a positive signal for investors, as it suggests the executive believes the company's stock is undervalued or has strong growth potential.
Insider Trading Filed: 2026-03-23

Key Insights

  • Daniel Noonan, the Executive Vice President, has directly acquired 354 shares of COHEN & STEERS, INC. (CNS) common stock, indicating potential confidence in the company's performance.
  • Noonan also holds an indirect beneficial ownership of 895 shares through the Daniel A. Noonan Revocable Trust, suggesting he may have a long-term investment interest in the company.
  • The acquisition of dividend equivalent restricted stock units is in line with the company's compensation practices, providing additional incentive for key executives to drive long-term value.
Annual Report Filed: 2026-02-27

Key Insights

  • The company's total revenue increased by 8% year-over-year in 2025, driven by growth in the Investment Advice and Financial Service segments.
  • Operating margins improved by 2 percentage points in 2025 compared to the prior year, indicating effective cost management strategies.
  • The company provided guidance for 2026 that indicates continued revenue and earnings growth, which could be positive for investors.
Insider Trading Filed: 2026-02-12

Key Insights

  • The reporting person, Francis C. Poli, who is the General Counsel, Secretary, and Executive Vice President of Cohen & Steers, Inc. (CNS), has sold a total of 19,696 shares of the company's common stock over the past two trading days.
  • The shares were sold at weighted average prices of $65.24 and $65.73, indicating that the insider was able to obtain favorable pricing for the transactions.
  • The reported transactions have reduced Poli's direct beneficial ownership in CNS from 70,675 shares to 55,675 shares, a decrease of approximately 21% of his previously held position.

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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.