Highest-materiality recent filing
Cohen & Steers Q2 EPS $0.95; AUM hits $100.1B with $1.3B net inflows
Diluted EPS $0.95 GAAP ($0.85 adjusted); revenue $152.7M, up 5% QoQ and 12% YoY.
Cohen & Steers appoints Amit Muni as CFO effective June 8, 2026
Amit Muni named EVP and CFO, succeeding interim CFO Michael Donohue who becomes Controller.
Cohen & Steers shareholders elect all nine director nominees, ratify auditor, approve say-on-pay
All nine board nominees elected; Edmond D. Villani received 41.2M for vs 5.7M against, highest opposition.
Cohen & Steers Q1 GAAP EPS $0.82; AUM $93.1B, net inflows $497M
Diluted EPS $0.82 GAAP, $0.79 as adjusted; operating margin 34.4% GAAP, 35.1% as adjusted.
Cohen & Steers Q4 adj. EPS $0.81, rev $143.8M; FY adj. EPS $3.09, AUM $90.5B
Q4 diluted EPS $0.68 GAAP ($0.81 adj.); FY 2025 diluted EPS $2.97 GAAP ($3.09 adj.).
Cohen & Steers Q3 EPS $0.81; revenue up 4.1% QoQ to $141.7M
Diluted EPS $0.81 (GAAP and adjusted), up from $0.72 in Q2 2025.
Cohen & Steers CFO Raja Dakkuri resigns effective Oct 17; Michael Donohue named interim CFO
CFO Raja Dakkuri resigns effective Oct 17, 2025 for another opportunity; no disagreement with company.
Cohen & Steers amends $100M credit facility, extends maturity to 2029
Amended $100M senior unsecured revolver; maturity extended from Jan 2028 to Aug 15, 2029.
Cohen & Steers Q2 2025 EPS $0.72 ($0.73 adj); net outflows $131M; AUM $88.9B
Diluted EPS $0.72 GAAP, $0.73 adjusted; net income $36.8M, down 7.4% from Q1.
Cohen & Steers shareholders elect all nine director nominees, ratify auditor, approve say-on-pay
All nine director nominees elected with majority support; highest votes for Joseph M. Harvey (46.6M for), lowest for Edmond D. Villani (42.5M for, 4.2M against).
Cohen & Steers Q1 GAAP EPS $0.77, adjusted $0.75; revenue $134.5M down 3.8% QoQ
Diluted EPS $0.77 GAAP ($0.75 adj); net income $39.8M, down 13.2% from Q4.
Cohen & Steers Head of Global Distribution Daniel Charles to retire; search underway
Daniel Charles, EVP and Head of Global Distribution, will retire after nearly 6 years at the firm.
Cohen & Steers Q4 EPS $0.89 GAAP, $0.78 adjusted; revenue $139.8M, AUM $85.8B
Q4 diluted EPS $0.89 (GAAP) vs $0.60 in Q4 2023; adjusted EPS $0.78.
Cohen & Steers appoints Jon Cheigh as President; Harvey remains CEO
Jon Cheigh named President effective Jan 1, 2025; also continues as CIO.
Cohen & Steers appoints Karen Wilson Thissen, General Mills GC, to board
Appointed Karen Wilson Thissen as director effective November 7, 2024; board expands to 11.
Cohen & Steers Q3 2024 EPS $0.77, revenue $133.2M; AUM rises to $91.8B
GAAP diluted EPS $0.77 (up 23.3% from Q2), adjusted EPS also $0.77.
Cohen & Steers appoints former Pershing CEO Lisa Dolly to board
Lisa Dolly appointed as director effective August 16, 2024; board size increases to ten.
Cohen & Steers Q2 GAAP EPS $0.63; adjusted EPS $0.68; AUM $80.7B
GAAP diluted EPS $0.63, adjusted EPS $0.68; operating margin 31.5% (34.9% adj).
Cohen & Steers appoints Raja Dakkuri as CFO, succeeding retiring Matthew Stadler
Raja Dakkuri appointed Executive Vice President and Chief Financial Officer, effective June 24, 2024.
Director Peter L. Rhein to retire from Cohen & Steers Board by 2025 Annual Meeting
Peter L. Rhein notified his retirement from the Board, effective no later than the 2025 Annual Meeting.
Shareholders elect all nine directors, ratify auditor, approve executive pay at AGM
Nine director nominees elected with over 41M votes for each; highest against was 4.4M for Reena Aggarwal.
Cohen & Steers raises $70M gross via ATM offering of 1.0M shares at $69.60, terminates program
Sold 1,007,057 shares at average price $69.60; gross proceeds ~$70M, net ~$68.4M after commissions.
Cohen & Steers enters $100M ATM equity offering program with BofA Securities
ATM Sales Agreement with BofA Securities allows sale of up to $100M of common stock from time to time.
Cohen & Steers Q1 adjusted EPS $0.70, revenue up 3% QoQ; net outflows $2.0B
Diluted EPS $0.68 GAAP ($0.70 adjusted); revenue $122.7M (+3% QoQ).
Cohen & Steers Q4 GAAP EPS $0.60, revenue $119.2M; AUM $83.1B, net outflows $935M
Diluted EPS $0.60 GAAP, $0.67 adjusted; full year EPS $2.60 GAAP, $2.84 adjusted.
Cohen & Steers CFO Stadler to retire; RSUs vest, prorated bonus eligible for FY2024
Matthew Stadler to retire as EVP and CFO after 19 years at Cohen & Steers.
Cohen & Steers Q3 EPS $0.65/$0.70 adj.; AUM $75.2B; CFO Stadler to retire in 2024
GAAP diluted EPS $0.65, adjusted $0.70; operating margin 33.0% (35.5% adjusted).
Cohen & Steers promotes Jason Yablon to Head of Listed Real Estate, effective Jan 1, 2024
Jason Yablon promoted from Head of U.S. Real Estate to Head of Listed Real Estate, overseeing global listed real estate investments.
Cohen & Steers Q2 GAAP EPS $0.64, adjusted $0.70; revenue down 4.3% QoQ to $120.6M
Diluted GAAP EPS $0.64; as adjusted EPS $0.70, down 10% and 7.7% QoQ, respectively.
Cohen & Steers shareholders elect all nine directors, approve say-on-pay at annual meeting
All nine director nominees elected with between 40.4M and 44.5M votes for each.
Cohen & Steers Q1 2023: diluted EPS $0.71 ($0.76 adj); AUM $79.9B; net outflows $497M
Revenue of $126.1M, up 0.6% from Q4 2022; GAAP diluted EPS $0.71, as adjusted $0.76.
Q4 GAAP diluted EPS $0.66 vs $0.90 in Q3; adjusted EPS $0.79 vs $0.92.
Cohen & Steers enters $100M senior unsecured revolving credit facility maturing Jan 2026
Revolving credit facility for $100M with Bank of America as administrative agent, sole lead arranger and bookrunner.
Cohen & Steers Q3 2022 GAAP EPS $0.90, adjusted $0.92; AUM falls 9.9% to $79.2B
Q3 2022 GAAP diluted EPS $0.90 vs $1.06 in Q2 2022; adjusted EPS $0.92 vs $0.96.
Cohen & Steers Q2 GAAP EPS $1.06, AUM falls 14% to $87.9B on $717M outflows
Diluted EPS GAAP $1.06, as adjusted $0.96; operating margin 41.4% GAAP, 43.3% as adjusted.
Shareholders approve Stock Incentive Plan extension to 2032 with 3M new shares
Approved Amended Stock Incentive Plan: extends to May 5, 2032, adds 3,000,000 shares.
Cohen & Steers Q1 GAAP EPS $0.85; adjusted $1.04; AUM $102.1B
Diluted GAAP EPS $0.85 vs $1.00 a year ago; adjusted EPS $1.04 vs $0.79.
Cohen & Steers Q4 GAAP EPS $1.30, adj. $1.24; AUM $106.6B, net inflows $1.8B
Q4 2021 GAAP diluted EPS $1.30 vs ($0.09) in Q4 2020; adjusted EPS $1.24 vs $0.76.
Cohen & Steers names Joseph Harvey as CEO; Robert Steers becomes Executive Chairman
Joseph M. Harvey appointed CEO effective March 1, 2022, succeeding Robert H. Steers.
Cohen & Steers Q3 2021 EPS $1.05, revenue $154.2M; AUM $97.3B, net inflows $1.3B
Diluted EPS $1.05 (GAAP); adjusted $1.06; net income $51.5M.
Cohen & Steers Q2 2021 EPS $0.95; AUM rises to $96.2B on $2.6B inflows
GAAP diluted EPS $0.95, adjusted $0.94; revenue $144.3M, up 14.7% QoQ.
On May 21, 2026, Cohen & Steers, Inc. (the “Company”) announced the appointment of Amit Muni as Executive Vice President and Chief Financial Officer of the Company, effective June 8, 2026.
On March 10, 2025, Daniel Charles provided notice to Cohen & Steers, Inc. (the “Company”) of his decision to retire from his positions as Executive Vice President and Head of Global Distribution, after nearly 6 years of service to the Company and a 37-year career in the asset management industry.
On November 7, 2024, the Board of Directors (the “Board”) of Cohen & Steers, Inc. (the “Company”) appointed Karen Wilson Thissen as a director of the Company and as a member of the Board’s Audit Committee, Compensation Committee, and Nominating and Corporate Governance Committee, effective immediately.
On August 16, 2024, the Board of Directors (the “Board”) of Cohen & Steers, Inc. (the “Company”) appointed Lisa Dolly as a director of the Company and as a member of the Board’s Audit Committee, Compensation Committee, and Nominating and Corporate Governance Committee, effective immediately.
On June 24, 2024, Cohen & Steers, Inc. (the “Company”) announced the appointment of Raja Dakkuri as Executive Vice President and Chief Financial Officer of the Company, effective on such date.
As previously reported by the Company, Mr. Stadler notified the Company on October 17, 2023 of his intention to retire as Chief Financial Officer during 2024, upon the appointment of his successor. Mr. Stadler has agreed to continue with the Company in the position of Executive Vice President to assist with the transition.
On June 17, 2024, Peter L. Rhein notified Cohen & Steers, Inc. (the “Company”) of his decision to retire from the Company’s Board of Directors (the “Board”), effective no later than the Company’s 2025 Annual Meeting of Shareholders.
Matthew S. Stadler provided notice to the Company of his intention to retire from his positions as Executive Vice President and Chief Financial Officer of the Company
On October 17, 2023, Matthew S. Stadler provided notice to the Company of his intention to retire from his positions as Executive Vice President and Chief Financial Officer of the Company, after nearly 19 years of service to the Company and a 43 year career in the financial services industry.
Jon Cheigh, the Company’s Executive Vice President and Chief Investment Officer, will relinquish his role as Head of Global Real Estate in connection with the promotion of a new Head of Listed Real Estate, effective January 1, 2024.
Jon Cheigh, the Company’s Executive Vice President and Chief Investment Officer, will relinquish his role as Head of Global Real Estate in connection with the promotion of a new Head of Listed Real Estate, effective January 1, 2024.
Joseph M. Harvey, the Company’s current President and a member of its board of directors (the “Board”), will be appointed Chief Executive Officer of the Company, as successor to Robert H. Steers.
Max materiality 0.85 · Median 0.65 · Most common event earnings