Source-grounded facts extracted from COHEN & STEERS, INC.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
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. shareholders approved Approval, in a non-binding advisory vote, of the compensation of the Company's named executive officers at the 2026-04-30 meeting.
“(iii) Approval, in a non-binding advisory vote, of the compensation of the Company’s named executive officers: Aggregate Votes For Against Abstain Broker Non-Votes 45,066,021 1,877,729 26,704 1,818,454”
COHEN & STEERS, INC. shareholders approved Ratification of appointment of Deloitte & Touche LLP as independent registered public accounting firm for fiscal year ending December 31, 2026 at the 2026-04-30 meeting.
“(ii) Ratification of appointment of Deloitte & Touche LLP: Aggregate Votes For Against Abstain 48,387,578 400,443 887”
COHEN & STEERS, INC. shareholders approved Election of nine director nominees to serve until the 2027 Annual Meeting at the 2026-04-30 meeting.
“Set forth below are the final voting results with respect to each matter submitted to a vote of the shareholders. (i) Election of director nominees: Aggregate Votes Nominees For Against Abstain Broker Non-Votes Martin Cohen 46,212,771 709,675 48,008 1,818,454 Robert H. Steers 46,593,528 328,944 47,982 1,818,454 Joseph M. Harvey 46,680,454 242,018 47,982 1,818,454 Reena Aggarwal 44,977,450 1,935,250 57,754 1,818,454 Frank T. Connor 45,389,630 1,522,923 57,901 1,818,454 Lisa Dolly 45,965,643 943,161 61,650 1,818,454 Dasha Smith 45,826,444 1,082,361 61,649 1,818,454 Karen Wilson Thissen 45,965,660 943,144 61,650 1,818,454 Edmond D. Villani 41,225,181 5,687,100 58,173 1,818,454”
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.”
COHEN & STEERS, INC. shareholders approved Approval, in a non-binding advisory vote, of the compensation of the named executive officers at the 2024-05-02 meeting.
“(iii) Approval, in a non-binding advisory vote, of the compensation of the Company’s named executive officers: Aggregate Votes For Against Abstain Broker Non-Votes 42,591,157 2,888,184 47,425 1,885,981”
COHEN & STEERS, INC. shareholders approved Ratification of appointment of Deloitte & Touche LLP as independent registered public accounting firm at the 2024-05-02 meeting.
“(ii) Ratification of appointment of Deloitte & Touche LLP: Aggregate Votes For Against Abstain 46,854,889 549,072 8,786”
COHEN & STEERS, INC. shareholders approved Election of nine director nominees at the 2024-05-02 meeting.
“(i) Election of director nominees: Aggregate Votes Nominees For Against Abstain Broker Non-Votes Martin Cohen 44,708,821 807,940 10,005 1,885,981 Robert H. Steers 44,709,356 807,435 9,975 1,885,981 Joseph M. Harvey 45,289,862 226,899 10,005 1,885,981 Reena Aggarwal 41,112,336 4,404,778 9,652 1,885,981 Frank T. Connor 44,495,882 1,020,984 9,900 1,885,981 Peter L. Rhein 43,664,248 1,852,618 9,900 1,885,981 Richard P. Simon 43,663,712 1,853,154 9,900 1,885,981 Dasha Smith 44,437,004 1,080,108 9,654 1,885,981 Edmond D. Villani 43,791,312 1,725,554 9,900 1,885,981”
COHEN & STEERS, INC. terminated ATM Equity Offering Sales Agreement with BofA Securities, Inc. valued at up to $100,000,000 (effective 2024-04-22).
“On April 22, 2024, the Company delivered written notice to BofA Securities that it was terminating the Sales Agreement, effective April 22, 2024, pursuant to Section 9(a) of the Sales Agreement.”
COHEN & STEERS, INC. entered into ATM Equity Offering Sales Agreement with BofA Securities, Inc. valued at $100,000,000 (effective 2024-04-22).
“On April 22, 2024, Cohen & Steers, Inc. (the “Company”) entered into an ATM Equity Offering Sales Agreement (the “Sales Agreement”) with BofA Securities, Inc. (“BofA Securities”), pursuant to which the Company may offer and sell, from time to time, shares of its common stock, par value $0.01 per share (the “Shares”) having an aggregate offering price of up to $100,000,000 through BofA Securities, acting as its agent, or directly to BofA Securities, acting as principal.”
COHEN & STEERS, INC. reported the quarter ended March 31, 2024 results: revenue $122,710, net income $34,004, EPS $0.68.
“31, 2024. Financial Highlights (in thousands, except percentages and per share data) Three Months Ended March 31, 2024 December 31, 2023 $ Change % Change U.S. GAAP Revenue $ 122,710 $ 119,188 $ 3,522 3.0 % Expenses $ 82,445 $ 81,322 $ 1,123 1.4 % Operating income $ 40,265 $ 37,866 $ 2,399 6.3 % Non-operating income (loss) (1) $ 5,037 $ 16,651 $ (11,614) (69.7”
COHEN & STEERS, INC. reported the fourth quarter and year ended December 31, 2023 results: revenue $119,188, net income $29,817, EPS $0.60.
“percentages and per share data) Three Months Ended Years Ended December 31, 2023 September 30, 2023 December 31, 2022 December 31, 2023 December 31, 2022 U.S. GAAP Revenue $ 119,188 $ 123,737 $ 125,335 $ 489,637 $ 566,906 Expenses $ 81,322 $ 82,866 $ 78,563 $ 325,160 $ 350,968 Operating income $ 37,866 $ 40,871 $ 46,772 $ 164,477 $ 215,938 Non-operating”
Matthew S. Stadler departed as Executive Vice President and Chief Financial Officer at COHEN & STEERS, INC..
“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”
COHEN & STEERS, INC. reported financial results for the quarter ended September 30, 2023.
“On October 18, 2023, Cohen & Steers, Inc. (the Company) reported, among other things, the Company’s results for the quarter ended September 30, 2023. Copies of the press release announcing the availability of the Company’s results and the full earnings release are attached hereto as Exhibit 99.1 and Exhibit 99.2, respectively.”
Matthew S. Stadler departed as Executive Vice President and Chief Financial Officer at COHEN & STEERS, INC..
“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.”
Jason Yablon was appointed as Head of Listed Real Estate at COHEN & STEERS, INC..
“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 changed role as Head of Global Real Estate at COHEN & STEERS, INC..
“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.”
COHEN & STEERS, INC. reported quarter ended June 30, 2023 results: revenue $120,630, net income $31,778, EPS $0.64.
“Three Months Ended June 30, 2023 March 31, 2023 $ Change % Change U.S. GAAP Revenue $ 120,630 $ 126,082 $ (5,452) (4.3 %) Expenses $ 79,789 $ 81,183 $ (1,394) (1.7 %) Operating income $ 40,841 $ 44,899 $ (4,058) (9.0 %) Non-operating income (loss) (1) $ 2,650 $ 1,632 $ 1,018 62.4 % Net income attributable to common stockholders $ 31,778 $ 35,314 $ (3,536) (10.0 %) Diluted earnings per share $ 0.64 $ 0.71 $ (0.07) (10.1 %)”
COHEN & STEERS, INC. shareholders approved Recommendation, in a non-binding advisory vote, of whether a shareholder vote to approve the compensation of the Company’s named executive officers should occur every one, two or three years at the 2023-05-04 meeting.
“Recommendation, in a non-binding advisory vote, of whether a shareholder vote to approve the compensation of the Company’s named executive officers should occur every one, two or three years: Aggregate Votes 1 Year 2 Years 3 Years Abstain 43,915,797 886 782,239 17,886”
COHEN & STEERS, INC. shareholders approved Approval, in a non-binding advisory vote, of the compensation of the Company’s named executive officers at the 2023-05-04 meeting.
“Approval, in a non-binding advisory vote, of the compensation of the Company’s named executive officers: Aggregate Votes For Against Abstain Broker Non-Votes 39,165,996 5,531,424 19,388 1,891,970”
COHEN & STEERS, INC. shareholders approved Ratification of appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2023 at the 2023-05-04 meeting.
“Ratification of appointment of Deloitte & Touche LLP: Aggregate Votes For Against Abstain 46,257,506 344,535 6,737”
COHEN & STEERS, INC. shareholders approved Election of director nominees at the 2023-05-04 meeting.
“Election of director nominees: Aggregate Votes Nominees For Against Abstain Broker Non-Votes Martin Cohen 43,828,187 879,238 9,383 1,891,970 Robert H. Steers 43,840,845 866,551 9,412 1,891,970 Joseph M. Harvey 44,488,629 219,267 8,912 1,891,970 Reena Aggarwal 40,388,409 4,319,576 8,823 1,891,970 Frank T. Connor 44,300,244 407,637 8,927 1,891,970 Peter L. Rhein 43,574,439 1,097,415 44,954 1,891,970 Richard P. Simon 43,549,640 1,122,214 44,954 1,891,970 Dasha Smith 44,133,295 574,734 8,779 1,891,970 Edmond D. Villani 43,611,099 1,096,824 8,885 1,891,970”
COHEN & STEERS, INC. reported the quarter ended March 31, 2023 results: revenue $126,082, net income $35,314, EPS $0.71.
“31, 2023. Financial Highlights (in thousands, except percentages and per share data) Three Months Ended March 31, 2023 December 31, 2022 $ Change % Change U.S. GAAP Revenue $ 126,082 $ 125,335 $ 747 0.6 % Expenses $ 81,183 $ 78,563 $ 2,620 3.3 % Operating income $ 44,899 $ 46,772 $ (1,873) (4.0 %) Non-operating income (loss) (1) $ 1,632 $ 2,825 $ (1,193) (42.2”
COHEN & STEERS, INC. reported the year ended December 31, 2022 results: revenue $566,906, net income $171,042, EPS $3.47.
“data) Three Months Ended Year Ended December 31, 2022 September 30, 2022 December 31, 2021 December 31, 2022 December 31, 2021 U.S. GAAP Revenue $ 125,335 $ 139,951 $ 159,629 $ 566,906 $ 583,832 Expenses $ 78,563 $ 82,770 $ 79,123 $ 350,968 $ 323,460 Operating income $ 46,772 $ 57,181 $ 80,506 $ 215,938 $ 260,372 Non-operating income (loss) (1) $ 2,825 $ (1,974)”
COHEN & STEERS, INC. reported the fourth quarter ended December 31, 2022 results: revenue $125,335, net income $32,498, EPS $0.66.
“percentages and per share data) Three Months Ended Year Ended December 31, 2022 September 30, 2022 December 31, 2021 December 31, 2022 December 31, 2021 U.S. GAAP Revenue $ 125,335 $ 139,951 $ 159,629 $ 566,906 $ 583,832 Expenses $ 78,563 $ 82,770 $ 79,123 $ 350,968 $ 323,460 Operating income $ 46,772 $ 57,181 $ 80,506 $ 215,938 $ 260,372 Non-operating”
COHEN & STEERS, INC. incurred revolving credit of $100 million with Bank of America, N.A., as administrative agent at Term SOFR plus an applicable rate maturing January 20, 2026.
“On January 20, 2023, Cohen & Steers, Inc. (the “Company”) entered into a Credit Agreement (the “Credit Agreement”) providing for a $100 million senior unsecured revolving credit facility maturing on January 20, 2026, with Bank of America, N.A., as administrative agent, sole lead arranger and sole bookrunner”
COHEN & STEERS, INC. entered into Credit Agreement with Bank of America, N.A. valued at $100 million senior unsecured revolving credit facility maturing on January 20, 2026 (effective 2023-01-20).
“On January 20, 2023, Cohen & Steers, Inc. (the “Company”) entered into a Credit Agreement (the “Credit Agreement”) providing for a $100 million senior unsecured revolving credit facility maturing on January 20, 2026, 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.”
Robert H. Steers changed role as Executive Chairman at COHEN & STEERS, INC..
“Mr. Steers will assume the role of Executive Chairman of the Company at that time and continue as a member of the Board.”
Joseph M. Harvey was appointed as Chief Executive Officer at COHEN & STEERS, INC..
“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.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.