COHEN & STEERS, INC. — fact timeline

Amit Muni was appointed as Executive Vice President and Chief Financial Officer at COHEN & STEERS, INC..

“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.”

COHEN & STEERS, INC. reported the quarter ended March 31, 2026 results: revenue $145,639, net income $42,368, EPS $0.82.

“31, 2026. Financial Highlights (in thousands, except percentages and per share data) Three Months Ended March 31, 2026 December 31, 2025 $ Change % Change U.S. GAAP Revenue $ 145,639 $ 143,803 $ 1,836 1.3 % Expenses $ 95,517 $ 103,493 $ (7,976) (7.7 %) Operating income $ 50,122 $ 40,310 $ 9,812 24.3 % Net income attributable to common stockholders $ 42,368 $”

COHEN & STEERS, INC. incurred revolving credit of $100 million senior unsecured revolving credit facility with Bank of America, N.A., as administrative agent, sole lead arranger and sole bookrunner, State Street Bank and Trust Company, as syndication agent, and the other lending institutions from time to time party thereto at Term SOFR plus an applicable rate as determined according to a performance prici maturing August 15, 2029.

“On August 15, 2025, Cohen & Steers, Inc. (the “Company”) entered into a First Amendment to Credit Agreement (the “First Amendment”) which amends that certain Credit Agreement, dated as of January 20, 2023 (the “Credit Agreement” and the Credit Agreement as amended by the First Amendment, the “Amended Credit Agreement”), providing for a $100 million senior unsecured revolving credit facility maturing on August 15, 2029, with Bank of America, N.A., as administrative agent, sole lead arranger and sole bookrunner, State Street Bank and Trust Company, as syndication agent, and the other lending institutions from time to time party thereto.”

Daniel Charles departed as Executive Vice President and Head of Global Distribution at COHEN & STEERS, INC..

“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.”

Karen Wilson Thissen was appointed as Director at COHEN & STEERS, INC..

“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.”

Lisa Dolly was appointed as director at COHEN & STEERS, INC..

“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.”

Matthew S. Stadler retired as Chief Financial Officer at COHEN & STEERS, INC..

“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.”

Raja Dakkuri was appointed as Executive Vice President and Chief Financial Officer at COHEN & STEERS, INC..

“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.”

Peter L. Rhein retired as Director at COHEN & STEERS, INC..

“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.”