Is Cohen Steers Stock a Good Investment?
Cohen Steers Investment Advice | PTA |
- Examine Cohen Steers' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Cohen Steers' leadership team and their track record. Good management can help Cohen Steers navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Cohen Steers' business and its evolving consumer preferences.
- Compare Cohen Steers' performance and market position to its competitors. Analyze how Cohen Steers is positioned in terms of product offerings, innovation, and market share.
- Check if Cohen Steers pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Cohen Steers' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Cohen Steers Tax Advantaged stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Cohen Steers Tax Advantaged is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Small | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Cohen Steers Stock
Researching Cohen Steers' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 20.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 0.92. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Cohen Steers Tax last dividend was issued on the 14th of November 2023. The entity had 10:1 split on the 30th of July 2015.
To determine if Cohen Steers is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Cohen Steers' research are outlined below:
| Cohen Steers Tax is unlikely to experience financial distress in the next 2 years | |
| Cohen Steers Tax has a strong financial position based on the latest SEC filings | |
| Latest headline from gurufocus.com: Cohen Steers Closed-End Funds Declare Distributions for April, May and June 2025 |
Cohen Steers' market capitalization trends
The company currently falls under 'Mid-Cap' category with a total capitalization of 1.08 B.Market Cap |
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Cohen Steers' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.12 | 0.13 | |
| Return On Capital Employed | (0.36) | (0.34) | |
| Return On Assets | 0.12 | 0.13 | |
| Return On Equity | 0.19 | 0.20 |
Determining Cohen Steers' profitability involves analyzing its financial statements and using various financial metrics to determine if Cohen Steers is a good buy. For example, gross profit margin measures Cohen Steers' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Cohen Steers' profitability and make more informed investment decisions.
Please note, the presentation of Cohen Steers' financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Cohen Steers' management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Cohen Steers' management manipulating its earnings.
Evaluate Cohen Steers' management efficiency
At present, Cohen Steers' Return On Tangible Assets are projected to increase slightly based on the last few years of reporting. The current year's Return On Assets is expected to grow to 0.13, whereas Return On Capital Employed is projected to grow to (0.34). At present, Cohen Steers' Other Assets are projected to increase significantly based on the last few years of reporting. The current year's Return On Tangible Assets is expected to grow to 0.13, whereas Total Assets are forecasted to decline to about 1.4 B. Cohen Steers' management efficiency ratios could be used to measure how well Cohen Steers manages its routine affairs as well as how well it operates its assets and liabilities.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 26.08 | 25.53 | |
| Tangible Book Value Per Share | 26.08 | 25.53 | |
| Enterprise Value Over EBITDA | 43.66 | 45.84 | |
| Price Book Value Ratio | 1.02 | 0.99 | |
| Enterprise Value Multiple | 43.66 | 45.84 | |
| Price Fair Value | 1.02 | 0.99 | |
| Enterprise Value | 1.2 B | 1.7 B |
Understanding the operational decisions made by Cohen Steers management offers insights into its financial robustness. This evaluation is crucial for assessing the stock's investment potential.
Basic technical analysis of Cohen Stock
As of the 28th of March, Cohen Steers shows the Downside Deviation of 0.6668, mean deviation of 0.4985, and Risk Adjusted Performance of 0.0231. In respect to fundamental indicators, the technical analysis model gives you tools to check existing technical drivers of Cohen Steers, as well as the relationship between them.Cohen Steers' insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Cohen Steers insiders, such as employees or executives, is commonly permitted as long as it does not rely on Cohen Steers' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Cohen Steers insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Understand Cohen Steers' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Cohen Steers' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0231 | |||
| Market Risk Adjusted Performance | 0.0414 | |||
| Mean Deviation | 0.4985 | |||
| Semi Deviation | 0.6083 | |||
| Downside Deviation | 0.6668 | |||
| Coefficient Of Variation | 3200.28 | |||
| Standard Deviation | 0.6436 | |||
| Variance | 0.4143 | |||
| Information Ratio | 0.0558 | |||
| Jensen Alpha | 0.0184 | |||
| Total Risk Alpha | 0.0301 | |||
| Sortino Ratio | 0.0539 | |||
| Treynor Ratio | 0.0314 | |||
| Maximum Drawdown | 3.29 | |||
| Value At Risk | (1.07) | |||
| Potential Upside | 1.2 | |||
| Downside Variance | 0.4446 | |||
| Semi Variance | 0.37 | |||
| Expected Short fall | (0.53) | |||
| Skewness | (0.03) | |||
| Kurtosis | 0.3049 |
| Risk Adjusted Performance | 0.0231 | |||
| Market Risk Adjusted Performance | 0.0414 | |||
| Mean Deviation | 0.4985 | |||
| Semi Deviation | 0.6083 | |||
| Downside Deviation | 0.6668 | |||
| Coefficient Of Variation | 3200.28 | |||
| Standard Deviation | 0.6436 | |||
| Variance | 0.4143 | |||
| Information Ratio | 0.0558 | |||
| Jensen Alpha | 0.0184 | |||
| Total Risk Alpha | 0.0301 | |||
| Sortino Ratio | 0.0539 | |||
| Treynor Ratio | 0.0314 | |||
| Maximum Drawdown | 3.29 | |||
| Value At Risk | (1.07) | |||
| Potential Upside | 1.2 | |||
| Downside Variance | 0.4446 | |||
| Semi Variance | 0.37 | |||
| Expected Short fall | (0.53) | |||
| Skewness | (0.03) | |||
| Kurtosis | 0.3049 |
Consider Cohen Steers' intraday indicators
Cohen Steers intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Cohen Steers stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 1925.74 | |||
| Daily Balance Of Power | (0.17) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 19.46 | |||
| Day Typical Price | 19.44 | |||
| Price Action Indicator | (0.09) | |||
| Period Momentum Indicator | (0.06) | |||
| Relative Strength Index | 50.77 |
Cohen Steers Corporate Filings
| 27th of March 2025 Other Reports | ViewVerify | |
| 5th of March 2025 Other Reports | ViewVerify | |
| 28th of February 2025 Other Reports | ViewVerify | |
| 14th of January 2025 Other Reports | ViewVerify |
Cohen Stock media impact
Far too much social signal, news, headlines, and media speculation about Cohen Steers that are available to investors today. That information is available publicly through Cohen media outlets and privately through word of mouth or via Cohen internal channels. However, regardless of the origin, that massive amount of Cohen data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Cohen Steers news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Cohen Steers relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Cohen Steers' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Cohen Steers alpha.
Cohen Steers Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Cohen Steers can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Cohen Steers Corporate Management
| CFA CFA | Pres CEO | Profile | |
| Albert Laskaj | Treasurer | Profile | |
| Dana DeVivo | Chief Sec | Profile | |
| James Giallanza | Chief Officer | Profile | |
| Lisa Phelan | Chief Officer | Profile | |
| Jerry Dorost | VP | Profile |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Cohen Steers Tax Advantaged. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate. For information on how to trade Cohen Stock refer to our How to Trade Cohen Stock guide.You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Cohen Steers. If investors know Cohen will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Cohen Steers listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share 4.36 |
The market value of Cohen Steers Tax is measured differently than its book value, which is the value of Cohen that is recorded on the company's balance sheet. Investors also form their own opinion of Cohen Steers' value that differs from its market value or its book value, called intrinsic value, which is Cohen Steers' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Cohen Steers' market value can be influenced by many factors that don't directly affect Cohen Steers' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Cohen Steers' value and its price, as these two are different measures arrived at by various means. Investors typically determine if Cohen Steers is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Cohen Steers' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.