Every material Form 8-K Cohen & Steers filed with the SEC in 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Cohen & Steers appointed Chief Investment Officer Jon Cheigh as its President, effective January 1, 2025. CEO Joseph Harvey, who has served as President since 2003, will remain Chief Executive Officer and a board member, and Mr. Cheigh will keep his CIO role and focus mainly on the investment department.
Jon Cheigh, Executive Vice President and Chief Investment Officer, becomes President effective January 1, 2025
Joseph Harvey succeeds as President after serving in that role since 2003 and remains CEO and a Board member
Mr. Cheigh joined the firm in 2005 and became Chief Investment Officer in 2019
Cohen & Steers appointed Karen Wilson Thissen, General Counsel and Secretary of General Mills, Inc., as an independent director effective immediately, increasing the Board to 11 directors. She also joined the Audit, Compensation, and Nominating and Corporate Governance Committees. The filing contains no financial results or guidance, so the change is a board governance update.
Appointed by the Board on November 7, 2024; announced in a press release dated November 8, 2024
Board size increased to 11 directors upon her appointment
Serves on Audit, Compensation, and Nominating and Corporate Governance Committees
Previously spent 17 years at Ameriprise Financial, Inc., most recently as Executive Vice President and General Counsel from 2017 to 2022
Cohen & Steers reported results for the quarter ended September 30, 2024, with revenue of $133.2 million, up 9.4% from the prior quarter, and U.S. GAAP diluted earnings per share of $0.77, up from $0.63. Ending assets under management rose 13.7% to $91.8 billion, helped by $1.3 billion of net inflows, which points to higher fee-earning assets for shareholders.
Revenue of $133.2 million, up 9.4% from $121.7 million in the second quarter of 2024 and up 7.7% from $123.7 million a year earlier
Diluted EPS of $0.77 on a U.S. GAAP basis versus $0.63 in the second quarter; as adjusted, $0.77 versus $0.68
Ending AUM of $91.8 billion, up 13.7% from $80.7 billion at June 30, 2024, including net inflows of $1.3 billion
Operating margin of 33.7% on a U.S. GAAP basis versus 31.5% in the second quarter; 35.7% as adjusted
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Cohen & Steers filing is on SEC EDGAR ↗. 8-K briefs of other companies →