Here's What Supporting Cohen & Steers (CNS)

Aristotle Capital Boston, LLC, an investment advisor, released its fourth-quarter investor letter for “Small Cap Equity Fund”. A copy of the letter can be downloaded here. U.S. small-cap equities reported modest gains in the fourth quarter of 2025. The quarter started as a continuation of the post-Liberation Day risk-on market environment, while it ended on a strong note, driven by a positive macroeconomic backdrop. Attractive valuations, earnings recovery, broadening of the market, and a shift from mega-cap stocks supported small caps in the quarter. The Aristotle Small Cap Equity Fund (Class I-2) returned 1.96% in Q4 2025, trailing the 2.19% total return of the Russell 2000 Index. Security selection supported overall performance, while allocation effects detracted from performance. Please review the Strategy’s top five holdings to gain insights into their key selections for 2025.

In its fourth-quarter 2025 investor letter, Aristotle Small Cap Equity Fund highlighted Cohen & Steers, Inc. (NYSE:CNS) as a recent addition to its portfolio. Cohen & Steers, Inc. (NYSE:CNS) is a leading asset management holding company. On February 13, 2026, Cohen & Steers, Inc. (NYSE:CNS) stock closed at $66.66 per share. One-month return of Cohen & Steers, Inc. (NYSE:CNS) was -5.34%, and its shares are down 21.82% over the past twelve months. Cohen & Steers, Inc. (NYSE:CNS) has a market capitalization of $3.4 billion.

Aristotle Small Cap Equity Fund stated the following regarding Cohen & Steers, Inc. (NYSE:CNS) in its fourth quarter 2025 investor letter:

"Cohen & Steers, Inc. (NYSE:CNS) is a real estate-focused investment management firm with products targeting both institutional and retail investors. The move higher in interest rates over the past several years combined with strong equity market performance led to a period of anemic new business flows for the company. With interest rates moving lower and equity market valuations near all-time highs, the company has begun to see improved new business activity, which should allow them to begin to grow earnings again. The company also maintains solid cash and cash equivalent levels that position it to potentially take advantage of acquisition or share repurchase opportunities."

Cohen & Steers, Inc. (NYSE:CNS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 27 hedge fund portfolios held Cohen & Steers, Inc. (NYSE:CNS) at the end of the third quarter, up from 23 in the previous quarter. While we acknowledge the potential of Cohen & Steers, Inc. (NYSE:CNS) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Cohen & Steers, Inc. (NYSE:CNS) and shared a bullish thesis on the company. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.