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    Will Cohen & Steers’ New Active ETFs Reshape Its Real Assets Strategy and Fee Mix (CNS)?

    Simply Wall St·12/14/2025 02:34:15
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    • Cohen & Steers, Inc. recently expanded its active ETF lineup by launching the Cohen & Steers Infrastructure Opportunities Active ETF (CSIO) and the Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD), both now trading on NYSE Arca and targeting infrastructure and preferred securities exposure.
    • This move broadens the firm’s specialist real assets and alternative income platform, giving investors additional actively managed ETF options that combine Cohen & Steers’ asset-class expertise with ETF features such as tax efficiency, lower costs, transparency and intraday liquidity.
    • We’ll now explore how this expansion of Cohen & Steers’ active ETF suite could influence its investment narrative and future growth expectations.

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    Cohen & Steers Investment Narrative Recap

    To own Cohen & Steers, you need to believe in sustained demand for listed real assets and active management, despite fee pressure and competition from passive products. The latest ETF launches modestly support the near term catalyst of product diversification, but also reinforce the key risk of higher expenses and margin pressure as the firm builds out its platform.

    The February 2025 launch of three active ETFs in real estate, preferreds, and natural resources is especially relevant here, as it marked the start of Cohen & Steers’ current ETF build out. Together with CSIO and CSSD, this growing ETF family directly feeds the diversification catalyst, while testing whether investor interest is strong enough to offset structural shifts toward passive and any continued institutional outflows.

    Yet, behind this product expansion, investors should also be aware of the rising cost base linked to...

    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. This requires 9.0% yearly revenue growth and about a $156.1 million earnings increase from $162.1 million today.

    Uncover how Cohen & Steers' forecasts yield a $71.67 fair value, a 15% upside to its current price.

    Exploring Other Perspectives

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

    Simply Wall St Community members currently cluster around a single fair value estimate of US$71.67 for Cohen & Steers, showing how one viewpoint can dominate. You should weigh this against concerns that higher operating expenses tied to ETF and distribution build outs may pressure margins and shape how the business performs over time.

    Explore another fair value estimate on Cohen & Steers - why the stock might be worth as much as 15% more than the current price!

    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.

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    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.