Cohen & Steers: A Beneficiary Of Challenges In Private Markets

Cohen & Steers, Inc. remains a Buy, with public real estate focus and strong fund performance positioning it for renewed inflows as macro headwinds abate. CNS reported Q1 EPS of $0.79 on $144M revenue, with AUM at $93.1B and net inflows more than doubling year-over-year. Shares offer a 4.1% dividend yield, backed by a robust balance sheet and $200M in cash and treasuries, ensuring payout security.