Here’s What Supporting Cohen & Steers (CNS)

Core Insights - U.S. small-cap equities experienced modest gains in Q4 2025, supported by attractive valuations, earnings recovery, and a shift from mega-cap stocks [1] - The Aristotle Small Cap Equity Fund (Class I-2) returned 1.96% in Q4 2025, slightly trailing the Russell 2000 Index's return of 2.19% [1] - Security selection positively impacted overall performance, while allocation effects detracted from it [1] Company Focus: Cohen & Steers, Inc. (NYSE:CNS) - Cohen & Steers, Inc. is a leading asset management holding company with a market capitalization of $3.4 billion [2] - The stock closed at $66.66 per share on February 13, 2026, with a one-month return of -5.34% and a twelve-month decline of 21.82% [2] - The company has seen an improvement in new business activity due to lower interest rates and high equity market valuations, which may lead to earnings growth [3] - Cohen & Steers maintains solid cash levels, positioning it for potential acquisitions or share repurchases [3] Hedge Fund Interest - Cohen & Steers, Inc. was held by 27 hedge fund portfolios at the end of Q3 2025, an increase from 23 in the previous quarter [5] - Despite its potential, the company is not among the 30 most popular stocks among hedge funds, with some analysts suggesting that certain AI stocks may offer better upside potential [5]