Cohen & Steers vs T. Rowe Price: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Cohen & Steers Inc (CNS)

Q3 202615 Jul – 28 Sep 2026

▲2▼1

Cohen & Steers hits record $100B AUM, buys two shopping centers, but performance lags

Record AUM and strong Q2 earnings Q2 net income jumped to $49.3 million ($0.95/share) from $36.8 million, revenue rose 12% to $152.7 million, and assets under management hit a record $100.1 billion on $1.3 billion of net inflows. This shows the core business is growing and profitable, which supports the stock price.
This is the fundamental earnings result that anchors the period and shows the company's growth trajectory.
Private real estate fund expands with two shopping center deals Cohen & Steers' Real Estate Opportunities Fund acquired Royal Plaza in Virginia and Oak Hill Plaza in Austin, both grocery-anchored centers with high occupancy. These deals grow the firm's private real estate business and fee-earning assets, which can lift future revenue.
These acquisitions are new, concrete investments that expand the firm's private real estate platform and signal growth.
August AUM slips on market depreciation despite net inflows August assets under management fell $1.5 billion to $101.0 billion because market values dropped $1.9 billion, but clients still added $528 million in net new money. The inflows show demand for Cohen & Steers' strategies, while market swings can move AUM and fees up or down.
This is the latest AUM update, showing both resilient client demand and the drag from market moves.
Weak performance record and cost pressures weigh on outlook Only 41% of assets beat their benchmarks over the past year, hurt by cell tower holdings in the US REIT strategy. Operating expenses rose 3% to $97 million, and clients keep favoring cheaper passive products. Poor performance can lead to client withdrawals and slower growth.
This is the main counterweight: lagging performance and fee pressure could undermine future inflows and revenue.

August 202615 Jul – 28 Sep 2026

▲2▼1

Cohen & Steers hits record $100B AUM, buys two shopping centers, but performance lags

Record AUM and strong Q2 earnings Q2 net income jumped to $49.3 million ($0.95/share) from $36.8 million, revenue rose 12% to $152.7 million, and assets under management hit a record $100.1 billion on $1.3 billion of net inflows. This shows the core business is growing and profitable, which supports the stock price.
This is the fundamental earnings result that anchors the period and shows the company's growth trajectory.
Private real estate fund expands with two shopping center deals Cohen & Steers' Real Estate Opportunities Fund acquired Royal Plaza in Virginia and Oak Hill Plaza in Austin, both grocery-anchored centers with high occupancy. These deals grow the firm's private real estate business and fee-earning assets, which can lift future revenue.
These acquisitions are new, concrete investments that expand the firm's private real estate platform and signal growth.
August AUM slips on market depreciation despite net inflows August assets under management fell $1.5 billion to $101.0 billion because market values dropped $1.9 billion, but clients still added $528 million in net new money. The inflows show demand for Cohen & Steers' strategies, while market swings can move AUM and fees up or down.
This is the latest AUM update, showing both resilient client demand and the drag from market moves.
Weak performance record and cost pressures weigh on outlook Only 41% of assets beat their benchmarks over the past year, hurt by cell tower holdings in the US REIT strategy. Operating expenses rose 3% to $97 million, and clients keep favoring cheaper passive products. Poor performance can lead to client withdrawals and slower growth.
This is the main counterweight: lagging performance and fee pressure could undermine future inflows and revenue.

Latest15 Jul – 28 Sep 2026

▲2▼1

Cohen & Steers hits record $100B AUM, buys two shopping centers, but performance lags

Record AUM and strong Q2 earnings Q2 net income jumped to $49.3 million ($0.95/share) from $36.8 million, revenue rose 12% to $152.7 million, and assets under management hit a record $100.1 billion on $1.3 billion of net inflows. This shows the core business is growing and profitable, which supports the stock price.
This is the fundamental earnings result that anchors the period and shows the company's growth trajectory.
Private real estate fund expands with two shopping center deals Cohen & Steers' Real Estate Opportunities Fund acquired Royal Plaza in Virginia and Oak Hill Plaza in Austin, both grocery-anchored centers with high occupancy. These deals grow the firm's private real estate business and fee-earning assets, which can lift future revenue.
These acquisitions are new, concrete investments that expand the firm's private real estate platform and signal growth.
August AUM slips on market depreciation despite net inflows August assets under management fell $1.5 billion to $101.0 billion because market values dropped $1.9 billion, but clients still added $528 million in net new money. The inflows show demand for Cohen & Steers' strategies, while market swings can move AUM and fees up or down.
This is the latest AUM update, showing both resilient client demand and the drag from market moves.
Weak performance record and cost pressures weigh on outlook Only 41% of assets beat their benchmarks over the past year, hurt by cell tower holdings in the US REIT strategy. Operating expenses rose 3% to $97 million, and clients keep favoring cheaper passive products. Poor performance can lead to client withdrawals and slower growth.
This is the main counterweight: lagging performance and fee pressure could undermine future inflows and revenue.

T. Rowe Price Group Inc (TROW)

Q3 202616 Jul – 29 Jul 2026

▲2

T. Rowe Price expands into crypto and private markets with new funds

Crypto ETF launch T. Rowe Price launched its first actively managed multi-token crypto ETF (TKNZ) on NYSE Arca, holding Bitcoin, Ethereum, and others. This opens a new fee stream and attracts fresh investor money, pushing TROW's price up as it shows innovation beyond traditional funds.
This is a new product launch that directly expands TROW's offerings and potential revenue.
Private markets interval fund T. Rowe Price partnered with Goldman Sachs to launch a private markets interval fund for retail investors, with a low minimum. This broadens TROW's reach into alternative investments and taps new client segments, supporting future fee growth and a higher stock price.
This is a new partnership and product that expands TROW's addressable market.

July 202616 Jul – 29 Jul 2026

▲2

T. Rowe Price expands into crypto and private markets with new funds

Crypto ETF launch T. Rowe Price launched its first actively managed multi-token crypto ETF (TKNZ) on NYSE Arca, holding Bitcoin, Ethereum, and others. This opens a new fee stream and attracts fresh investor money, pushing TROW's price up as it shows innovation beyond traditional funds.
This is a new product launch that directly expands TROW's offerings and potential revenue.
Private markets interval fund T. Rowe Price partnered with Goldman Sachs to launch a private markets interval fund for retail investors, with a low minimum. This broadens TROW's reach into alternative investments and taps new client segments, supporting future fee growth and a higher stock price.
This is a new partnership and product that expands TROW's addressable market.

Latest16 Jul – 29 Jul 2026

▲2

T. Rowe Price expands into crypto and private markets with new funds

Crypto ETF launch T. Rowe Price launched its first actively managed multi-token crypto ETF (TKNZ) on NYSE Arca, holding Bitcoin, Ethereum, and others. This opens a new fee stream and attracts fresh investor money, pushing TROW's price up as it shows innovation beyond traditional funds.
This is a new product launch that directly expands TROW's offerings and potential revenue.
Private markets interval fund T. Rowe Price partnered with Goldman Sachs to launch a private markets interval fund for retail investors, with a low minimum. This broadens TROW's reach into alternative investments and taps new client segments, supporting future fee growth and a higher stock price.
This is a new partnership and product that expands TROW's addressable market.