Analysts at Brightstone Capital have upgraded Cohen & Steers from Hold to Buy following the firm’s successful launch of three new real asset ETFs in the past six months. The latest offerings build on the performance of the infrastructure income ETF introduced in March 2025, which attracted $750 million of net inflows within its first quarter. With industry‐wide real asset ETF flows up 18% year‐to‐date, Cohen & Steers is well positioned to capture additional investor demand for yield and diversification, analysts note.

Cohen & Steers strengthened its management team with two key hires in January 2026. Jennifer Nakamura joins as Head of Japan Real Estate, bringing over 20 years of regional experience at Nomura Asset Management, while Robert Langford assumes the role of Global Head of Private Real Estate after leading a $4 billion European office portfolio at BlackRock. Management expects these appointments to accelerate business development in Asia and expand the firm’s private real estate advisory platform, which grew assets under management by 12% in 2025.

The firm will report fourth quarter and full year 2025 financial results after markets close on Thursday, January 22, 2026. An earnings presentation will be posted on the company’s website under Investor Relations–Earnings Archive. The following day at 10:00 a.m. ET, CEO Joseph Harvey, Interim CFO Michael Donohue and President & CIO Jon Cheigh will host a conference call to discuss operating results and outlook. Dial-in details: U.S. 800-715-9871, international +1-646-307-1963, passcode 8494569. A replay will be available for two weeks at U.S. 800-770-2030 or +1-609-800-9909 (passcode 8494569), and the webcast will remain archived online for one month.