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Cohen & Steers Inc SEC Filings

CNS NYSE

Welcome to our dedicated page for Cohen & Steers SEC filings (Ticker: CNS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Locating AUM shifts, fee margin details and REIT exposure inside Cohen & Steers� 300-page disclosures can feel like searching for a needle in a footnote. If you have ever asked, “How do I read the Cohen & Steers annual report 10-K simplified?� or “Where are the Cohen & Steers insider trading Form 4 transactions listed in real time?�, you already know how complex an asset-manager filing can be.

Stock Titan solves that problem. Our AI instantly turns every new Cohen & Steers quarterly earnings report 10-Q filing, 8-K event notice or Cohen & Steers proxy statement executive compensation into plain-English insights. Need to monitor Cohen & Steers Form 4 insider transactions real-time? Want a concise Cohen & Steers earnings report filing analysis that flags AUM growth, fee rate changes and segment performance across liquid real assets? Our platform answers those questions while the document is still hitting EDGAR.

Here is what you can expect the moment CNS files:

  • AI-powered summaries that explain complex sections—perfect for understanding Cohen & Steers SEC documents with AI.
  • AGÕæÈ˹ٷ½-time alerts on executive stock transactions, so you never miss Cohen & Steers executive stock transactions Form 4.
  • Line-by-line highlights of 10-K risk factors tied to property cycles, infrastructure regulation and preferred-security credit risk.
  • Easy navigation to 8-K items—material fund launches or AUM updates—so Cohen & Steers 8-K material events explained becomes a single click.

Whether you track insider sentiment before allocating capital, compare quarter-over-quarter AUM growth, or dissect fee income trends, our AI lets you move from data to decision faster. Make informed portfolio calls without sifting through hundreds of pages—everything you need from Cohen & Steers SEC filings explained simply is right here.

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On 31 Jul 2025, Cohen & Steers, Inc. (CNS) Executive Vice President Daniel P. Charles filed Form 4 disclosing the acquisition of 7,469 restricted stock units (RSUs) at $0 cost. The equity represents the mandatory deferred portion of his FY25 incentive bonus, prorated through his retirement date of 31 Jul 2025. Any cash dividends paid on CNS common shares will be credited as additional RSUs. The award vests annually over four years, while dividend-equivalent RSUs vest in year four. After the grant, Charles� direct holdings rise to 56,678 common shares.

No open-market transactions or derivative security movements were reported, implying no immediate cash outlay or liquidity signal. Although the extra shares increase insider alignment, the executive’s departure limits future operational influence. Overall, the filing is routine and carries minimal financial impact for shareholders beyond modest dilution associated with share issuance.

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Cohen & Steers (CNS) posted solid YoY growth for Q2-25. Revenue rose 11.8% to $136.1 million, driven by a 12.2% jump in advisory fees as average AUM climbed 9.6% to $87.2 billion. Operating expenses grew 11.4%, yet operating income still advanced 12.8% to $43.3 million, lifting the operating margin to 31.8% (Q2-24: 31.5%). Net income attributable to common stockholders increased 16.0% to $36.8 million, or $0.72 diluted EPS, vs. $0.63 a year ago.

Assets under management reached a record $88.9 billion, up 10.2% YoY, supported by $4.4 billion of market appreciation that offset modest net outflows of $0.13 billion. Open-end funds grew 14.7% to $43.0 billion; institutional accounts rose 6.7% to $34.4 billion; closed-end funds increased 5.0% to $11.6 billion. Cash & equivalents dipped to $95.4 million (-48% YTD) as operating cash flow was a negative $176.6 million, largely from seed investments and working-capital swings. Shareholder returns continued: $64.8 million in dividends YTD ($0.62/share quarterly) and $26.6 million of buybacks. Balance-sheet leverage remains low with no borrowings under the $100 million credit facility and equity of $541 million vs. liabilities of $209 million.

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SEC Form 4 filed for First Guaranty Bancshares, Inc. (FGBI) discloses that director Edgar R. Smith III markedly increased his ownership on 30 June 2025.

  • Open-market purchase: 30,865 common shares acquired at $8.10 (Code P).
  • Debt-for-equity exchange: 1,981,506 new shares issued at $7.57 in exchange for a $15 million floating-rate subordinated note under an Exchange Agreement dated 16 June 2025.
  • Note amendments: 88,482 shares issued at $8.00 to Smith & Tate Investments, LLC pursuant to amendments to an existing promissory note and a subordinated note.

Following these transactions, Smith reports 2,852,467 shares held directly. Indirectly, he controls additional positions through several LLCs, including Smith & Hood Holding Company, LLC (1,062,817 shares) and three other investment entities, taking total reported beneficial ownership well above three million shares.

The filing signals a net addition of roughly 2.1 million shares, replacing interest-bearing debt with equity and reflecting continued insider confidence. Because the new shares were issued below recent market purchases ($7.57 vs. $8.10), the company reduces debt at a valuation apparently acceptable to both parties while the director deepens alignment with common shareholders.

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Arhaus, Inc. (NASDAQ: ARHS) filed an 8-K announcing a board change. On 27 June 2025 the Board appointed Samir Desai—currently EVP & Chief Digital and Technology Officer at Abercrombie & Fitch—as an independent Class III director. His initial term runs until the 2027 annual meeting, after which he is expected to stand for re-election. Desai will sit on the Board’s Technology Committee, bringing extensive omnichannel retail and IT leadership experience from Abercrombie & Fitch, Equinox Group and Intertex Apparel Group. To accommodate the appointment, the Board’s size rises from ten to eleven directors. Compensation will mirror that of Arhaus’s other non-employee directors and no related-party transactions were reported. Exhibit 104 (Inline XBRL cover page) accompanies the filing.

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Schedule 13G highlights: Individual investor William George Brumder II has filed a passive ownership report on New Horizon Aircraft Ltd. (CUSIP 64550A107). As of 13 June 2025 he beneficially owns 2,750,000 Class A Ordinary Shares, including 461,788 shares underlying exchange-traded warrants that are exercisable at $11.50 per share and expire on 12 January 2029. Based on 31,846,935 ordinary shares outstanding, the holding represents approximately 8.6 % of the company. All voting and dispositive power is held solely by Mr. Brumder; no group status is claimed. The filing is made under Rule 13d-1(c), signalling that the stake is held for investment purposes only and not to influence control. No other persons share beneficial ownership, and no additional material transactions or contingent arrangements are disclosed.

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Schedule 13G highlights: Individual investor William George Brumder II has filed a passive ownership report on New Horizon Aircraft Ltd. (CUSIP 64550A107). As of 13 June 2025 he beneficially owns 2,750,000 Class A Ordinary Shares, including 461,788 shares underlying exchange-traded warrants that are exercisable at $11.50 per share and expire on 12 January 2029. Based on 31,846,935 ordinary shares outstanding, the holding represents approximately 8.6 % of the company. All voting and dispositive power is held solely by Mr. Brumder; no group status is claimed. The filing is made under Rule 13d-1(c), signalling that the stake is held for investment purposes only and not to influence control. No other persons share beneficial ownership, and no additional material transactions or contingent arrangements are disclosed.

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UnitedHealth Group (UNH) â€� Form 4 insider transaction.

CEO and Director Stephen J. Hemsley reported the acquisition of 198 deferred stock units on 07/01/2025 as part of his regular quarterly board compensation. These units are immediately vested but must be held until he leaves the Board, and the filing shows $0 purchase price (non-cash grant).

Following the award, Hemsley’s beneficial ownership stands at:

  • 374,605.942 shares held directly
  • 349.7176 shares held through the company 401(k)
  • 735,115 shares held via family trusts

No derivative securities were reported, and there were no sales or open-market purchases. The filing appears to be routine compensation-related and does not indicate any change in strategic outlook or financial performance for UnitedHealth Group.

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UnitedHealth Group (UNH) â€� Form 4 insider transaction.

CEO and Director Stephen J. Hemsley reported the acquisition of 198 deferred stock units on 07/01/2025 as part of his regular quarterly board compensation. These units are immediately vested but must be held until he leaves the Board, and the filing shows $0 purchase price (non-cash grant).

Following the award, Hemsley’s beneficial ownership stands at:

  • 374,605.942 shares held directly
  • 349.7176 shares held through the company 401(k)
  • 735,115 shares held via family trusts

No derivative securities were reported, and there were no sales or open-market purchases. The filing appears to be routine compensation-related and does not indicate any change in strategic outlook or financial performance for UnitedHealth Group.

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MGIC Investment Corp. (MTG) � Form 4 insider transaction

President & COO Salvatore A. Miosi disclosed the sale of 30,000 shares of common stock on 01-Jul-2025 at a weighted-average price of $28.152 per share, generating roughly $0.84 million in proceeds. The disposition was executed under a Rule 10b5-1 trading plan adopted on 06-Mar-2025, indicating the sale was pre-scheduled and not necessarily driven by near-term information.

After the transaction, Miosi directly owns 279,401.361 shares and indirectly controls 384,844 shares via a family trust, maintaining a sizable equity stake. No derivative security activity was reported, and the filing contains no references to earnings, major corporate events, or strategic changes.

The filing primarily records a routine adjustment to the executive’s equity exposure; in isolation, it is unlikely to materially affect the company’s fundamental outlook.

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FAQ

What is the current stock price of Cohen & Steers (CNS)?

The current stock price of Cohen & Steers (CNS) is $72.21 as of August 1, 2025.

What is the market cap of Cohen & Steers (CNS)?

The market cap of Cohen & Steers (CNS) is approximately 3.8B.

What does Cohen & Steers specialize in?

Cohen & Steers specializes in liquid real assets, including real estate securities, infrastructure, commodities, and alternative income solutions.

How does Cohen & Steers generate revenue?

The company generates revenue primarily through management fees tied to assets under management, distributed across institutional accounts, open-end funds, and closed-end funds.

Who are Cohen & Steers' main clients?

Its clients include institutional investors, financial intermediaries, and individual investors seeking income and diversification through real asset investments.

What differentiates Cohen & Steers from competitors?

Cohen & Steers stands out for its specialized expertise in real assets, global presence, and tailored investment strategies designed to meet diverse client needs.

What are liquid real assets?

Liquid real assets are tangible, income-generating investments like real estate, infrastructure, and commodities that offer stability and inflation protection.

Where is Cohen & Steers headquartered?

Cohen & Steers is headquartered in New York City, with additional offices in London, Dublin, Hong Kong, Tokyo, and Singapore.

What are the company's primary distribution channels?

Cohen & Steers distributes its investment products through institutional accounts, open-end funds, and closed-end funds.

What challenges does Cohen & Steers face?

Challenges include market volatility, regulatory changes, and competition from passive investment products.

What opportunities exist for Cohen & Steers?

The company is well-positioned to benefit from trends like urbanization, infrastructure development, and the growing demand for income-generating investments.

What are preferred securities?

Preferred securities are hybrid financial instruments that provide higher yields than common equity while offering features of both stocks and bonds.
Cohen & Steers Inc

NYSE:CNS

CNS Rankings

CNS Stock Data

3.76B
27.43M
46.43%
59.41%
3.52%
Asset Management
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United States
NEW YORK