• EN

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    The Bull Case For Cohen & Steers (CNS) Could Change Following Its Active ETF Expansion - Learn Why

    Simply Wall St·12/23/2025 06:18:32
    Listen to the news
    • Earlier this month, Cohen & Steers, Inc. expanded its actively managed ETF lineup by launching the Cohen & Steers Infrastructure Opportunities Active ETF (CSIO) and the Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD), which began trading on NYSE Arca.
    • By adding infrastructure and short-duration preferred income ETFs to its existing real assets platform, the firm is signaling a stronger push to package its real estate and alternative income expertise in lower-cost, tax-efficient, exchange-traded formats.
    • We’ll now examine how this active ETF expansion, especially the new infrastructure strategy, could influence Cohen & Steers’ existing investment narrative.

    This technology could replace computers: discover 28 stocks that are working to make quantum computing a reality.

    Cohen & Steers Investment Narrative Recap

    To own Cohen & Steers, you need to believe in long term demand for listed real assets and the firm’s ability to defend active management fees despite structural pressure. The latest ETF launches slightly support the near term catalyst of product diversification, but they also reinforce the key risk that higher distribution and product buildout costs could weigh on margins if asset flows do not keep pace.

    The December launch of CSIO and CSSD is most directly connected to Cohen & Steers’ ongoing buildout of its active ETF platform, following the three active ETFs introduced in February 2025. Together, these products extend its real assets and income toolkit into lower cost, exchange traded wrappers, which ties directly into the catalyst around product breadth potentially helping to offset institutional outflows and fee pressure.

    Yet, while this expansion may help, investors should be aware that rising expenses tied to new ETFs...

    Read the full narrative on Cohen & Steers (it's free!)

    Cohen & Steers' narrative projects $704.3 million revenue and $318.2 million earnings by 2028.

    Uncover how Cohen & Steers' forecasts yield a $71.67 fair value, a 13% upside to its current price.

    Exploring Other Perspectives

    CNS 1-Year Stock Price Chart
    CNS 1-Year Stock Price Chart

    The Simply Wall St Community’s single fair value estimate for Cohen & Steers sits at US$71.67, highlighting one clear reference point rather than a broad range of views. You may want to compare that with concerns about rising operating expenses and margin pressure, which could influence how comfortably the business can absorb further product expansion and slower regional growth.

    Explore another fair value estimate on Cohen & Steers - why the stock might be worth just $71.67!

    Build Your Own Cohen & Steers Narrative

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

    No Opportunity In Cohen & Steers?

    These stocks are moving-our analysis flagged them today. Act fast before the price catches up:

    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.