• Cohen & Steers, Inc. reported past fourth-quarter 2025 results, with revenue rising to US$143.8 million from US$139.78 million a year earlier, while net income declined to US$34.88 million from US$45.82 million and diluted EPS from continuing operations eased to US$0.68 from US$0.89.
• This combination of higher revenue but lower profitability highlights shifting cost or business mix pressures that may be important for understanding the firm’s earnings quality.
• We will now examine how this mix of revenue growth and weaker earnings shapes Cohen & Steers’ investment narrative for investors.

Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 31 best rare earth metal stocks of the very few that mine this essential strategic resource.

What Is Cohen & Steers' Investment Narrative?

For someone considering Cohen & Steers, the core belief is that its specialist positioning in listed real assets and income strategies can still justify a premium multiple, even after a tough year for returns. The latest Q4 2025 results, with revenue edging higher but earnings and margins slipping, slightly sharpen the near term focus on cost discipline and fee sensitivity rather than changing the story outright. Short term catalysts still center on market performance driving assets under management, dividend sustainability and whether earnings can re-accelerate after this softer quarter. At the same time, the mix of weaker profitability and a dividend that is not well covered by free cash flow keeps execution and payout risk more front of mind than before. Recent share price moves suggest the news has not radically reset expectations, but it does make the quality of future earnings more important to watch.

However, there is a key earnings and dividend risk here that investors should not ignore. Cohen & Steers' share price has been on the slide but might be up to 31% below fair value. Find out if it's a bargain.

Exploring Other Perspectives

The Simply Wall St Community currently provides 1 fair value view for Cohen & Steers, clustering around US$72.33 per share, which shows how a single set of expectations can anchor some investors. Set against the recent quarter’s weaker profitability, this highlights why others may be more cautious about near term earnings resilience and the sustainability of the current premium.

Explore another fair value estimate on Cohen & Steers - why the stock might be worth as much as 13% more than the current price!

Build Your Own Cohen & Steers Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Cohen & Steers research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Cohen & Steers research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Cohen & Steers' overall financial health at a glance.

Want Some Alternatives?

Our daily scans reveal stocks with breakout potential. Don't miss this chance:

• Uncover the next big thing with financially sound penny stocks that balance risk and reward.
• Outshine the giants: these 24 early-stage AI stocks could fund your retirement.
• Explore 22 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.