Track market-moving stories before they get noisy

In this episode of Motley Fool Hidden Gems Investing, Motley Fool retirement expert Robert Brokamp looks at some investing rules of thumb that may be overly cautious, causing you to work longer than necessary. He also discusses:

A study that finds that financial mistakes can be a predictor of dementiaSaving more for retirement not only boosts your portfolio but lowers the amount you need to have saved before you retire because you learn to live on less.The father of the so-called “4% rule,” who says it’s 5.5% for someone retiring today.Money management tools that not only track your spending but help you plan for retirement.To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy.

A full transcript is below.

This podcast was recorded on May 30, 2026.

Robert Brokamp: Is your retirement plan too safe? And how financial mistakes could be a sign of cognitive decline. That and more on this Saturday Personal Finance Edition of The Motley Fool Hidden Gems Investing Podcast. I'm Robert Brokamp, and for today's main segment, I'm going to discuss a few assumptions about retirement planning that might be too cautious.

But first some recent headlines that caught my eye, I'll start with a segment from NPR's Planet Money with the title, How your bank account might predict dementia. It started with the story of Sandra Baliban, who hadn't been in close contact with her father for a while. When she visited him, his house was a mess, and amidst the clutter were credit card statements showing purchases of scammy-seeming health products and online subscriptions. Her father couldn't explain them. He had also lost the $1-$2 million he had in his retirement accounts. When Sandra reviewed his brokerage statements, they didn't make sense. She described them as an extremely erratic pattern of investments. He also hadn't paid his taxes in years. The segment then brought in Lauren Nicholas, who is a professor of geriatrics at the University of Colorado, and she contributed to a study, which found that wealth begins to decline about six years before a dementia diagnosis due to impaired financial decision-making. As Nicholas said in the interview, "Dementia is one of the diseases where you lose a lot of cognitive capabilities over time, that are unfortunately closely tied to our ability to manage our own money. We actually see some of the earliest signs show up in financial portfolios and checkbooks."

On last week's show, we talked about estate planning with Attorney Jill Mastroianni, the host of the Death Readiness Podcast. But as we discussed, estate planning isn't just about death. It's also the planning and legal documents you need when you or someone you love is no longer able to handle their own affairs. If you have older relatives, discuss with them in a very loving, gentle way what's their plan for if and when they're no longer able to take care of themselves financially or otherwise. They look for signs of money-related mistakes that could be an indication of cognitive decline, things like new spending patterns, bills and taxes not getting paid or being doubly paid, calls or letters from companies or charities you've never heard of, evidence of falling for get-rich-quick scams, declining credit score, even basic math mistakes. If you're getting up there in years, have a plan for how your family will be able to step in and protect you and your financial legacy.

Next up, CNBC recently highlighted an article by Fran Walsh, who is the co-founder of Opulus, a fee-only financial planning firm in Pennsylvania. The article highlighted how saving more for retirement can move up your retirement date in an underappreciated way. Of course, saving more will accelerate the growth of your portfolio. That's obvious. But to save more, you have to spend less. When you learn to live on less, you've lowered the cost of your retirement because you won't need as much income each year. Here's an illustration from Walsh's article, Let's say you have two households, both of which are 35-years-old, earn $250,000 a year, and their portfolios grow 8% annually. Household A saves 10% a year or $25,000 and spends $225,000. Household B saves 30% or $75,000 and lives on $175,000. As a quick back-of-the-envelope, ask about how much they need to retire. Walsh uses the rule of thumb that multiplies annual income needs by 25, because that’s the inverse of the old 4% rule for how much you can withdraw from your portfolio in retirement. According to this math, household A needs $5.6 million to retire, whereas household B needs $4.3 million. Household B is saving much more for a smaller goal and will be able to retire at age 57. Household A, on the other hand, won't be able to retire until age 73.

To me, this is the real magic of the FIRE movement. FIRE, standing for financial independence retire early. These are people who have cut their spending significantly in order to save 30-50% or more of their incomes and retire well before their 60s. I know that many people may not be comfortable with the sacrifices these FIRE folks make, but I also believe that many Americans can cut their spending without a huge drop off in satisfaction, especially if it means they can retire sooner. Now I will point out that the rule of 25 usually overstates how much someone needs before they can retire for a couple of reasons. First, it doesn't factor in Social Security. The second reason brings us to the number of the week, which is 5.5%. That’s how much a retiree could withdraw in their first year of a 30-year retirement, according to Bill Bengen, the father of the original 4% rule. He came up with that rule back in 1994, but it's gradually ratcheted up over the years, including in a book published last year. As he explained when he was a guest on this show in August, 4.7% is the historical worst-case scenario. As he said on the show and has repeated in more recent interviews and LinkedIn posts, he'd recommend 5.5% based on today's market valuations and inflation levels. Instead of needing 25 times your annual retirement needs, you may need just 18.2 times that amount. Again, that doesn't factor in Social Security, so most people retiring around their mid-60s won't need nearly that much. Such overly conservative assumptions could result in people working longer than they needed to or spending less in retirement than they could, which is our next topic of conversation, when Motley Fool Hidden Gems Investing continues.

Determining when you can retire and how much you can spend in retirement requires a tool that can do the math, factoring in several important variables and assumptions. One key assumption is how long you'll live, since that will dictate how long you need your money to last. Most retirement experts recommend that you plan to live until your 90s, with 95 being the most common age. As I hinted at in the previous segment, most of the research about safe withdrawal rates in retirement assumes a 30-year retirement, so someone who retires at age 65 will live to 95. It's a prudent assumption. There's just one problem: You probably won't live that long. Using the longevity Illustrator from the Society of Actuaries, I calculated the odds that members of a 65-year-old, married, retired, heterosexual couple will live to age 95 based on their health status and assuming they don't smoke. For a female in poor health, she has a 13% chance of making it to 95, average health 22%, excellent health, 30%. For a male in poor health, it's 7% chance of making it to 95, average health, 14%, excellent health 21%. Now with married couples, it actually increases the odds that at least one of them will make it to an older age. If both spouses are in poor health, there's a 19% chance that one of them will make it to 95, average health 32%, excellent health 44%. Those are not high probabilities. But for those in excellent health, the odds that at least one spouse will live to 95 is close to a coin flip, so using age 95 in retirement calculations could be reasonable.

But how many older Americans are actually in excellent health? Not many, according to a report from Health Youth Services that questioned whether people should plan to live to age 95. According to the report, 95% of retirees in their 60s or older have at least one chronic health condition that will reduce their life expectancy. The reduction will depend on the condition, so ranging 1-2 years in the case of high blood pressure, to five years in the case of obesity, to 6-8 years if someone has cancer. When you input a life expectancy of 95 into a retirement calculator, the result will be that you have to work longer and/or spend less in retirement than if you assumed a shorter lifespan. Which life expectancy should you choose? I think it's helpful to think through a range of possible scenarios and ask yourself how they make you feel. What would be your plan B if things don't turn out as well as you hope?

Let's just consider two scenarios. As I go through them, think about which you'd prefer. Scenario 1, you plan to live to 95 and you spend accordingly in retirement. This may mean you have to work a bit longer. It also limits the lifestyle you can enjoy in retirement, the trips you can take, the amount you can dine out, the adventures you can have. You actually end up dying at age 82 and leave a large bequest to your heirs. To some degree, that inheritance represents all the experiences you could have had but didn't because you played it safe. Now, here’s scenario 2: you plan to live to age 85, and that’s the life expectancy of a 65-year-old woman in average health. This allows you to retire sooner and spend more in retirement; you travel, you dine out, you enjoy all the adventures you envision for your retirement while still in good enough health and shape to do them. However, because you end up living to age 93 and have spent a good deal of your life savings, your last several years are pretty lean. You're living mostly on Social Security, maybe a little bit of savings, maybe a reverse mortgage on your home. There's not much of a cushion to pay for long-term care expenses, and the bequest that your heirs eventually get is pretty modest.

The degree to which those two scenarios seem more or less appealing to you comes down to your risk tolerance for the possibility of outliving your money. Type of researcher Moshe Malewski calls this your longevity risk aversion, which he defined as "Different people might have different attitudes towards the fear of living longer than anticipated and possibly depleting their financial resources. Some might respond to this economic risk by spending less early on in retirement, where others might be willing to take their chances and enjoy a higher standard of living while they're still able to do so." In a recent article on advisorperspectives.com, William Bernstein and Edward McQuarrie explain it as the fear of being the richest person in the graveyard, RPIG versus the fear of running out or FORO.

They propose that it could be quantified, calling it Omega, which, of course, is the last letter of the Greek alphabet, and it scales between zero and one. Someone with a lower number fears leaving money unspent, whereas someone with a higher number worries about depleting their savings. I think it's best explained by a couple of paragraphs, and their article, "Omega determines the spending path that optimizes utility during retirement." I'll just add to here that utility is the economic turn for satisfaction and pleasure and things like that. "Low Omega retirees who perceive themselves to have enough money spent freely, especially today, right now. The low Omega retiree does seek to steal the title of Bill Perkins best seller, to Die With Zero. The higher Omega retiree, on the other hand, fears that vengeful market gods or personal misfortune might send them spiraling down a white-knuckle toboggan ride towards cat food and worse. The calendar always reads 1929. Dying with zero is a guess and a hope, a wish, not a plan. At high Omega, today's spending matters less than money kept in hand. Utility flows from having surplus funds that will never be spent."

As you hear all that, what's your Omega? You're likely somewhere in between the two extremes. You want to enjoy the retirement that you worked decades for, but you also don't want to spend your last years pinching pennies and perhaps becoming a burden to your family. Finding that balance starts first with determining how much you'll spend in retirement and how much it'll change over the course of your retirement, and this is an important point. Most retirement calculators, most financial planners, and most of the research on safe withdrawal rates in retirement all assume that a retiree’s expenses go up every year along with inflation. But the evidence is clear that this isn't what happens for most retirees. Their highest spending years tend to be the first decade, and they're not spending nearly as much once they reach their late 70s and 80s, in many cases, because their health prevents them from doing too much. This is another way that many retirement plans are likely playing it too safe, and why low Omega retirees, those willing to spend money while they can, may be onto something.

It's also important to distinguish between essential and discretionary expenses so that you know the bare minimum income you need each year in retirement and how much you can cut back during bear markets. Being willing to pay back withdrawals after your portfolio has lost value adds another half percent to 1% to the initial safe withdrawal rate in the first year of retirement. Under the category of discretionary expenses, have what you call your adventure fund. That's the amount that pays for the trips, excursions, the fun times. It can be adjusted year by year, depending on your portfolio’s performance, unexpected non-fund expenses, and other factors. This makes these expenses more intentional and puts them in the context of your overall plan. Here's another suggestion. Create a reserve fund worth, I don't know, 10% or so of your portfolio when you retire. It's an emergency fund to be left alone unless your other savings run too low. It could also be used later in life to pay for long-term care. With such a fund, you'll feel more comfortable enjoying the other 90% of your savings.

Finally, as stated at the beginning of this segment, using a tool is the best way to quantify the consequences and trade-offs of your choices. You'll find plenty of free tools on the Internet, my favorite being the CalcXML retirement planning module, but I also think it's worth the money to pay for access to a more sophisticated tool, some of the most popular being MaxiFi, Projection Lab, and Boldin, and I'll once again disclose that Motley Fool Ventures, a sister company of The Motley Fool has an investment in Boldin. With such a tool, you'll be able to incorporate your own longevity risk aversion and spending assumptions and see how they affect when and how you can retire. It's time to get it done, Fools, and next week will be our next installment of our 2026 financial planning challenge. As you may recall, we began the year recommending that you find a way to track your spending and net worth, perhaps using a tool such as Monarch Money, Quicken, Empower, Tiller, YNAB, or just spreadsheets. Knowing that information will be crucial in determining how much your expenses will be in retirement, which is a key variable when using a retirement calculator. Also, some of these tools actually have retirement calculators built into them. Come up with a way to monitor your finances if you haven't done so already. If you're already on board, dig around the services used to see if they offer any retirement planning tools. And while you're in there, see if there's one expense you can reduce or eliminate and immediately have that money automatically sent to your IRA or 401(k), and that my Foolish friends, is the show.

Thanks for spending part of your weekend with us, and thanks to Bart Shannon, the engineer for this episode. My goodness, what a talented guy he is. As always, people on the program may have interest in the investments they talk about, and The Motley Fool may have formal recommendations for or against; don't buy or sell investments based solely on what you hear. All personal finance content follows Motley Fool editorial standards and is not approved by advertisers. Advertisements are sponsored content and provided for informational purposes only. To see our full advertising disclosure, please check out our show notes. I'm Robert Brokamp. Fool on, everybody.

ST. PAUL, Minn.--(BUSINESS WIRE)--Comcast is connecting more than 5,500 new homes and businesses in two Wisconsin counties – Manitowoc and St. Croix – to multi-gigabit, symmetrical Internet from America’s smartest and most reliable converged network. Once complete, Comcast’s Xfinity will bring Internet, mobile, entertainment, and smart home services into one simple, seamless solution – giving customers more speed, savings, and control over their connected lives. These Wisconsin communities will join 65 million homes and businesses nationwide with access to a network that fuels innovation, productivity, and everyday connection.

“Comcast’s investment in Wisconsin reflects our commitment to bringing world-class connectivity to communities that need it most,” said Kalyn Hove, Regional Senior Vice President, Comcast Midwest. “By expanding our network across Manitowoc and St. Croix counties, we will be helping more families and businesses access the high-speed, reliable Internet they need to work, learn, and operate in today’s digital economy. And by combining that with Xfinity Mobile, we will be delivering a more connected experience overall – one that keeps people seamlessly connected at home and on the go.”

Construction is underway across both counties and the network expansion project will span nearly 300 miles. First customers are anticipated to become serviceable by the end of 2026, with construction expected to be completed by the end of 2027.

In Manitowoc County, communities included in the network expansion are Cato Township, Centerville Township, Liberty Township, Manitowoc Rapids Township, Manitowoc Township, Meeme Township, and Newton Township, where construction will focus on select underserved areas within each community.

In St. Croix County, Comcast will fully build out the communities of Baldwin and Woodville, while also expanding service to select underserved areas of Hudson Township, Somerset Township, and St. Joseph Township.

Residents in the Manitowoc area interested in learning more can visit the Xfinity store at 1614 Washington St., Manitowoc, WI, 54220. Residents in St. Croix County are encouraged to visit Xfinity stores in Woodbury or Stillwater, Minnesota. Residents can also visit Xfinity.com/MyTown and enter their address for construction timelines and service availability updates.

Xfinity Will Bring Full Suite of Residential Services to New Communities
Comcast will bring its full suite of residential Xfinity services to more than 5,500 new residents in Manitowoc and St. Croix counties, including high-speed Internet, streaming, mobile, voice, and home security – delivering reliable, connected experiences for today’s consumers at home or on the go.

Xfinity Internet: Speed, Reliability, and Coverage. With multi-gig speeds, 99.9% reliability, and powerful WiFi that reaches every corner of the home, Xfinity powers streaming, gaming, and video calls – simply and seamlessly. Xfinity Mobile: Most Reliable Network. Fraction of the Cost. Xfinity Mobile delivers reliable, lightning-fast speeds – up to 1 Gig – at home and on the go. Xfinity TV: All Entertainment. One Powerful Platform. Xfinity brings together live TV, streaming, sports, and on-demand content in one easy-to-use experience. With the award-winning Xfinity Voice Remote, finding a show, channel, or game is fast, easy, and frustration-free. Xfinity Home: Smart Security Made Simple. Xfinity Home combines advanced security and smart home automation in one easy-to-use platform. With flexible options for self or professional monitoring, it delivers peace of mind and control. Comcast Business Will Bring Technology Solutions for Businesses of Any Size
Comcast Business will deliver powerful, secure, and always-on connectivity tailored to meet the needs of businesses—whether small startups or growing enterprises. With fast, reliable Internet and advanced networking solutions like SD-WAN, cloud connectivity, and unified communications, Comcast Business helps organizations stay connected, protected, and ready to scale.

For businesses on the move, Comcast Business Mobile offers fast, dependable 5G, flexible data plans, and access to over 23 million WiFi hotspots nationwide. With features like 4K streaming, advanced spam call blocking, and twice-a-year phone upgrades, it’s a mobile solution designed to keep teams productive – wherever business takes them.

What It Means for Manitowoc and St. Croix Counties
Comcast’s commitment to communities goes beyond building the network and aims to increase economic mobility for the local community and its residents. That’s why Comcast created Internet Essentials, a broadband adoption program that offers eligible households low-cost, high-speed Internet and affordable computers.

About Comcast Corporation
Comcast Corporation (Nasdaq: CMCSA) is a global media and technology company. From the connectivity and platforms we provide, to the content and experiences we create, our businesses reach hundreds of millions of customers, viewers, and guests worldwide. We deliver world-class broadband, wireless, and video through Xfinity, Comcast Business, and Sky; produce, distribute, and stream leading entertainment, sports, and news through brands including NBC, Telemundo, Universal, Peacock, and Sky; and bring incredible theme parks and attractions to life through Universal Destinations & Experiences. Visit www.comcastcorporation.com for more information.

Comcast (CMCSA) and Fox (FOXA) are entering the FIFA World Cup with a bigger sports-media opportunity than the tournament offered four years ago. The event is r

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PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation will host a conference call with the financial community to discuss financial results for the second quarter on Thursday, July 23, 2026, at 8:30 a.m. Eastern Time (ET). Comcast will issue a press release reporting its results earlier that morning.

The conference call will be broadcast live on Comcast’s Investor Relations website at www.cmcsa.com. A replay of the call will be available starting at 11:30 a.m. ET on Thursday, July 23, 2026, on the Investor Relations website.

To automatically receive Comcast financial news by email, please visit our Investor Relations website and subscribe to Email Alerts.

About Comcast Corporation

Comcast Corporation (Nasdaq: CMCSA) is a global media and technology company. From the connectivity and platforms we provide, to the content and experiences we create, our businesses reach hundreds of millions of customers, viewers, and guests worldwide. We deliver world-class broadband, wireless, and video through Xfinity, Comcast Business, and Sky; produce, distribute, and stream leading entertainment, sports, and news through brands including NBC, Telemundo, Universal, Peacock, and Sky; and bring incredible theme parks and attractions to life through Universal Destinations & Experiences. Visit www.comcastcorporation.com for more information.

More News From Comcast Corporation

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Comcast Corporation will host a conference call with the financial community to discuss financial results for the second quarter on Thursday, July 23, 2026, at

Comcast Business, the nation's largest provider of connectivity to small businesses, today announced the nationwide availability of SecurityEdge™ Preferred,

Versant Media Group is a Comcast spin-off trading at a deep value, with resilient cash flow from live news, sports, and digital assets. Despite linear TV decline, VSNT's diversified revenue streams—including Fandango, GolfNow, and content licensing—support a stable free cash flow profile. Capital returns are underway: $100M buybacks completed, another $100M authorized, and a $1.50 annualized dividend, enhancing per-share value.

Comcast (CMCSA - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Over the past month, shares of this cable provider have returned -4.8%, compared to the Zacks S&P 500 composite's -0.2% change. During this period, the Zacks Cable Television industry, which Comcast falls in, has lost 4.8%. The key question now is: What could be the stock's future direction?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

Comcast is expected to post earnings of $0.98 per share for the current quarter, representing a year-over-year change of -21.6%. Over the last 30 days, the Zacks Consensus Estimate has changed -1.8%.

The consensus earnings estimate of $3.53 for the current fiscal year indicates a year-over-year change of -18.1%. This estimate has changed -1.3% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $3.79 indicates a change of +7.3% from what Comcast is expected to report a year ago. Over the past month, the estimate has changed -0.8%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Comcast.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

In the case of Comcast, the consensus sales estimate of $29.32 billion for the current quarter points to a year-over-year change of -3.3%. The $122.01 billion and $120.22 billion estimates for the current and next fiscal years indicate changes of -1.4% and -1.5%, respectively.

Last Reported Results and Surprise HistoryComcast reported revenues of $31.46 billion in the last reported quarter, representing a year-over-year change of +5.3%. EPS of $0.79 for the same period compares with $1.09 a year ago.

Compared to the Zacks Consensus Estimate of $30.6 billion, the reported revenues represent a surprise of +2.8%. The EPS surprise was +8.22%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Comcast is graded A on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Comcast. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

, /PRNewswire/ -- Cohen & Steers, Inc. (NYSE: CNS), today announced it is partnering with J.P. Morgan to provide access to the Cohen & Steers SICAV Short Duration Hybrid Credit & Income Fund for investors outside the United States across J.P. Morgan's global wealth management platform, offering their clients a cash alternative.

The Cohen & Steers SICAV Short Duration Hybrid Credit & Income Fund seeks to provide investors with high current income as the primary objective, and capital preservation as a secondary objective, through investments in global hybrid credit securities, while targeting a weighted average duration of less than three years. Hybrid credit securities offer investment opportunities with higher yields than similarly rated bonds. By targeting low duration securities, the Fund seeks to reduce portfolio interest-rate sensitivity.

Elaine Zaharis‑Nikas, Head of Fixed Income & Preferred Securities at Cohen & Steers, said: "Hybrid credit continues to stand out as a compelling source of high‑quality income, particularly for investors seeking resilience in a shifting rate environment. Our short‑duration approach is designed to help investors harvest attractive yields while mitigating interest‑rate sensitivity, and we are excited to bring this capability to more investors through our partnership with J.P. Morgan."

David Conway, Head of International Wholesale Distribution at Cohen & Steers, said:
"We are pleased to partner with one of the world's largest and most highly regarded banks and asset management organizations. As pioneers in hybrid credit strategies, today's announcement highlights the broader industry shift towards greater diversification within fixed income portfolio allocations."

About Cohen & Steers. Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, including listed and private real estate, preferred securities, infrastructure, resource equities, commodities, as well as multi-strategy solutions. Founded in 1986, the firm is headquartered in New York City, with offices in London, Dublin, Hong Kong, Tokyo and Singapore.

This is a marketing communication. Please refer to the prospectus of the Cohen & Steers SICAV and to the relevant KIID/KID before making any final investment decisions. These documents are available free of charge on the Cohen & Steers website.

About Cohen & Steers SICAV Funds. The Funds are sub-funds of Cohen & Steers SICAV, a Luxembourg-domiciled undertaking for collective investment in transferrable securities (UCITS). Shares of the Funds are only offered pursuant to the current prospectus and the sales of shares of the Funds may be restricted in certain jurisdictions. The Funds have not been and will not be registered under the U.S. Securities Act of 1933, as amended, or under any applicable securities laws of any state or other jurisdiction of the United States. The Funds are not registered under the U.S. Investment Company Act of 1940. Shares may not be offered or sold, directly or indirectly in the United States or to U.S. persons, as more fully described in the Funds' prospectus. This document does not constitute an offer to sell or the solicitation of an offer to buy any securities in the United States. Please see the prospectus for additional information including important risk considerations, potential loss of capital, and details about fees and expenses. Past performance is no guarantee of future results.

Potential Risks: Investment risk including possible loss of entire amount invested. Increased credit risk due to subordination to all other types of corporate debt. Default risk because the issuer experiences a decline in its financial status. Contingent Convertible Securities ("CoCos") are typically subject to greater levels of credit and liquidity risk. Call risk can cause the sub-fund to invest in lower yielding securities. Increases in interest rates may cause process to fall. Foreign security risk due to currency fluctuations, lower liquidity, political and economic uncertainties and differences in accounting standards. Subject to liquidity risk.

Website: https://www.cohenandsteers.com
Symbol:NYSE: CNS

SOURCE Cohen & Steers, Inc.

, /PRNewswire/ -- Cohen & Steers, Inc. (NYSE: CNS) today announced that Amit Muni has been appointed as Executive Vice President and Chief Financial Officer, effective June 8, 2026. Mr. Muni will lead the firm's financial operations, financial strategy and investor relations. He will join the firm's Executive Committee and report to Joseph Harvey, Chief Executive Officer.

Mr. Muni succeeds Michael Donohue, who has been serving as Interim Chief Financial Officer since October 17, 2025. Mr. Donohue will remain Interim Chief Financial Officer until June 8, 2026, after which time he will continue in his role as Controller.

Joseph Harvey, Chief Executive Officer, said:
"Amit brings more than two decades of leadership across public markets, asset and wealth management, and capital markets, with a strong track record of driving strategic growth, executing M&A and financing initiatives, and engaging with the investor community. His experience will be valuable in advancing our strategy as we continue to expand our global real assets platform, grow in the wealth channel, build our private markets capabilities and deliver long-term value for shareholders.

I also want to recognize and thank Mike Donohue for his dedicated leadership as interim CFO, successfully managing and improving the finance department and helping lead Cohen & Steers through a return to organic growth while implementing growth initiatives."

Mr. Muni joins the firm from CI Financial Corp., where he served as Chief Financial Officer of the $550+ billion AUM Canadian-based wealth and asset management firm. Prior to joining CI Financial Corp. in 2021, he was Chief Financial Officer at WisdomTree, Inc. Mr. Muni's experience also includes senior finance and accounting roles at the International Securities Exchange (ISE), Instinet Group, PricewaterhouseCoopers and National Securities Clearing Corporation.

About Cohen & Steers. Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, including listed and private real estate, preferred securities, infrastructure, resource equities, commodities, as well as multi-strategy solutions. Founded in 1986, the firm is headquartered in New York City, with offices in London, Dublin, Hong Kong, Tokyo and Singapore.

Website: https://www.cohenandsteers.com
Symbol:NYSE: CNS

Forward-Looking Statements
This press release and other statements that Cohen & Steers may make may contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which reflect the Company's current views with respect to, among other things, the Company's operations and financial performance. You can identify these forward-looking statements by the use of words such as "outlook," "believes," "expects," "potential," "may," "will," "should," "seeks," "predicts," "intends," "plans," "estimates," "anticipates" or the negative versions of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these forward-looking statements. The Company undertakes no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise.

SOURCE Cohen & Steers, Inc.

, /PRNewswire/ -- This press release provides shareholders of Cohen & Steers Total Return Realty Fund, Inc. (NYSE: RFI) (the "Fund") with information regarding the sources of the distribution to be paid on May 29, 2026 and cumulative distributions paid fiscal year-to-date.

In December 2011, the Fund implemented a managed distribution policy in accordance with exemptive relief issued by the Securities and Exchange Commission. The managed distribution policy seeks to deliver the Fund's long-term total return potential through regular monthly distributions declared at a fixed rate per common share. The policy gives the Fund greater flexibility to realize long-term capital gains throughout the year and to distribute those gains on a regular monthly basis to shareholders. The Board of Directors of the Fund may amend, terminate or suspend the managed distribution policy at any time, which could have an adverse effect on the market price of the Fund's shares. 

The Fund's monthly distributions may include long-term capital gains, short-term capital gains, net investment income and/or return of capital for federal income tax purposes. Return of capital includes distributions paid by the Fund in excess of its net investment income and net realized capital gains and such excess is distributed from the Fund's assets. A return of capital is not taxable; rather, it reduces a shareholder's tax basis in his or her shares of the Fund. In addition, distributions from the Fund's investments in real estate investment trusts (REITs) may later be characterized as capital gains and/or a return of capital, depending on the character of the dividends reported to the Fund after year-end by REITs held by the Fund. The amount of monthly distributions may vary depending on a number of factors, including changes in portfolio and market conditions.

At the time of each monthly distribution, information will be posted to cohenandsteers.com and mailed to shareholders in a concurrent notice. However, this information may change at the end of the year because the final tax characteristics of the Fund's distributions cannot be determined with certainty until after the end of the calendar year. Final tax characteristics of all of the Fund's distributions will be provided on Form 1099-DIV, which is mailed after the close of the calendar year.

The following table sets forth the estimated amounts of the current distribution and the cumulative distributions paid this fiscal year-to-date from the sources indicated. All amounts are expressed per common share.

DISTRIBUTION ESTIMATES

May 2026

YEAR-TO-DATE (YTD)

May 31, 2026*

Source

Per Share Amount

% of Current Distribution

Per Share Amount

% of 2026 Distributions

Net Investment Income

$0.0282

35.25 %

$0.1098

27.45 %

Net Realized Short-Term Capital Gains

$0.0000

0.00 %

$0.0000

0.00 %

Net Realized Long-Term Capital Gains

$0.0000

0.00 %

$0.0000

0.00 %

Return of Capital (or other Capital Source)

$0.0518

64.75 %

$0.2902

72.55 %

Total Current Distribution

$0.0800

100.00 %

$0.4000

100.00 %

You should not draw any conclusions about the Fund's investment performance from the amount of this distribution or from the terms of the Fund's managed distribution policy. The Fund estimates that it has distributed more than its income and capital gains; therefore, a portion of your distribution may be a return of capital. A return of capital may occur, for example, when some or all of the money that you invested in the Fund is paid back to you. A return of capital distribution does not necessarily reflect the Fund's investment performance and should not be confused with 'yield' or 'income'. The amounts and sources of distributions reported in this Notice are only estimates, are likely to change over time, and are not being provided for tax reporting purposes. The actual amounts and sources of the amounts for accounting and tax reporting purposes will depend upon the Fund's investment experience during the remainder of its fiscal year and may be subject to changes based on tax regulations. The amounts and sources of distributions year-to-date may be subject to additional adjustments.

*THE FUND WILL SEND YOU A FORM 1099-DIV FOR THE CALENDAR YEAR THAT WILL TELL YOU HOW TO REPORT THESE DISTRIBUTIONS FOR FEDERAL INCOME TAX PURPOSES.

The Fund's Year-to-date Cumulative Total Return for fiscal year 2026 (January 1, 2026 through April 30, 2026) is set forth below. Shareholders should take note of the relationship between the Year-to-date Cumulative Total Return with the Fund's Cumulative Distribution Rate for 2026. In addition, the Fund's Average Annual Total Return for the five-year period ending April 30, 2026 is set forth below. Shareholders should note the relationship between the Average Annual Total Return with the Fund's Current Annualized Distribution Rate for 2026. The performance and distribution rate information disclosed in the table is based on the Fund's net asset value per share (NAV). The Fund's NAV is calculated as the total market value of all the securities and other assets held by the Fund minus the total liabilities, divided by the total number of shares outstanding. While NAV performance may be indicative of the Fund's investment performance, it does not measure the value of a shareholder's individual investment in the Fund. The value of a shareholder's investment in the Fund is determined by the Fund's market price, which is based on the supply and demand for the Fund's shares in the open market. 

Fund Performance and Distribution Rate Information:

Year-to-date January 1, 2026 to April 30, 2026

Year-to-date Cumulative Total Return1

11.19 %

Cumulative Distribution Rate2

3.36 %

Five-year period ending April 30, 2026

Average Annual Total Return3

4.39 %

Current Annualized Distribution Rate4

8.06 %

1.

Year-to-date Cumulative Total Return is the percentage change in the Fund's NAV over the year-to-date time period including distributions paid and assuming reinvestment of those distributions.

2.

Cumulative Distribution Rate for the Fund's current fiscal period (January 1, 2026 through May 31, 2026) measured on the dollar value of distributions in the year-to-date period as a percentage of the Fund's NAV as of April 30, 2026.

3.

Average Annual Total Return represents the compound average of the Annual NAV Total Returns of the Fund for the five-year period ending April 30, 2026. Annual NAV Total Return is the percentage change in the Fund's NAV over a year including distributions paid and assuming reinvestment of those distributions.

4.

The Current Annualized Distribution Rate is the current fiscal period's distribution rate annualized as a percentage of the Fund's NAV as of April 30, 2026.

Investors should consider the investment objectives, risks, charges and expense of the Fund carefully before investing. You can obtain the Fund's most recent periodic reports, when available, and other regulatory filings by contacting your financial advisor or visiting cohenandsteers.com. These reports and other filings can be found on the Securities and Exchange Commission's EDGAR Database. You should read these reports and other filings carefully before investing.

Shareholders should not use the information provided here in preparing their tax returns. Shareholders will receive a Form 1099-DIV for the calendar year indicating how to report Fund distributions for federal income tax purposes.

About Cohen & Steers. Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, including listed and private real estate, preferred securities, infrastructure, resource equities, commodities, as well as multi-strategy solutions. Founded in 1986, the firm is headquartered in New York City, with offices in London, Dublin, Hong Kong, Tokyo and Singapore.  

Forward-Looking Statements

This press release and other statements that Cohen & Steers may make may contain forward looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, which reflect the company's current views with respect to, among other things, its operations and financial performance. You can identify these forward-looking statements by the use of words such as "outlook," "believes," "expects," "potential," "continues," "may," "will," "should," "seeks," "approximately," "predicts," "intends," "plans," "estimates," "anticipates," or the negative versions of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties.

Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. The company undertakes no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise.

Website: https://www.cohenandsteers.com
Symbol: (NYSE: CNS)

SOURCE Cohen & Steers Total Return Realty Fund, Inc.

, /PRNewswire/ -- This press release provides shareholders of Cohen & Steers Closed-End Opportunity Fund, Inc. (NYSE: FOF) (the "Fund") with information regarding the sources of the distribution to be paid on May 29, 2026 and cumulative distributions paid fiscal year-to-date.

In December 2021, the Fund implemented a managed distribution policy in accordance with exemptive relief issued by the Securities and Exchange Commission. The managed distribution policy seeks to deliver the Fund's long-term total return potential through regular monthly distributions declared at a fixed rate per common share. The policy gives the Fund greater flexibility to realize long-term capital gains throughout the year and to distribute those gains on a regular monthly basis to shareholders. The Board of Directors of the Fund may amend, terminate or suspend the managed distribution policy at any time, which could have an adverse effect on the market price of the Fund's shares. 

The Fund's monthly distributions may include long-term capital gains, short-term capital gains, net investment income and/or return of capital for federal income tax purposes. Return of capital includes distributions paid by the Fund in excess of its net investment income and net realized capital gains and such excess is distributed from the Fund's assets. A return of capital is not taxable; rather, it reduces a shareholder's tax basis in his or her shares of the Fund. The amount of monthly distributions may vary depending on a number of factors, including changes in portfolio and market conditions.

At the time of each monthly distribution, information will be posted to cohenandsteers.com and mailed to shareholders in a concurrent notice. However, this information may change at the end of the year because the final tax characteristics of the Fund's distributions cannot be determined with certainty until after the end of the calendar year. Final tax characteristics of all of the Fund's distributions will be provided on Form 1099-DIV, which is mailed after the close of the calendar year.

The following table sets forth the estimated amounts of the current distribution and the cumulative distributions paid this fiscal year-to-date from the sources indicated. All amounts are expressed per common share.

DISTRIBUTION ESTIMATES

May 2026

YEAR-TO-DATE (YTD)
May 31, 2026*

Source

Per Share
Amount

% of Current
Distribution

Per Share
Amount

% of 2026
Distributions

Net Investment Income

$0.0334

38.39 %

$0.1978

45.47 %

Net Realized Short-Term Capital Gains

$0.0000

0.00 %

$0.0000

0.00 %

Net Realized Long-Term Capital Gains

$0.0536

61.61 %

$0.2372

54.53 %

Return of Capital (or other Capital Source)

$0.0000

0.00 %

$0.0000

0.00 %

Total Current Distribution

$0.0870

100.00 %

$0.4350

100.00 %

You should not draw any conclusions about the Fund's investment performance from the amount of this distribution or from the terms of the Fund's managed distribution policy. The amounts and sources of distributions reported in this Notice are only estimates, are likely to change over time, and are not being provided for tax reporting purposes. The actual amounts and sources of the amounts for accounting and tax reporting purposes will depend upon the Fund's investment experience during the remainder of its fiscal year and may be subject to changes based on tax regulations. The amounts and sources of distributions year-to-date may be subject to additional adjustments.

*THE FUND WILL SEND YOU A FORM 1099-DIV FOR THE CALENDAR YEAR THAT WILL TELL YOU HOW TO REPORT THESE DISTRIBUTIONS FOR FEDERAL INCOME TAX PURPOSES.

The Fund's Year-to-date Cumulative Total Return for fiscal year 2026 (January 1, 2026 through April 30, 2026) is set forth below. Shareholders should take note of the relationship between the Year-to-date Cumulative Total Return with the Fund's Cumulative Distribution Rate for 2026. In addition, the Fund's Average Annual Total Return for the five-year period ending April 30, 2026 is set forth below. Shareholders should note the relationship between the Average Annual Total Return with the Fund's Current Annualized Distribution Rate for 2026. The performance and distribution rate information disclosed in the table is based on the Fund's net asset value per share (NAV). The Fund's NAV is calculated as the total market value of all the securities and other assets held by the Fund minus the total liabilities, divided by the total number of shares outstanding. While NAV performance may be indicative of the Fund's investment performance, it does not measure the value of a shareholder's individual investment in the Fund. The value of a shareholder's investment in the Fund is determined by the Fund's market price, which is based on the supply and demand for the Fund's shares in the open market. 

Fund Performance and Distribution Rate Information:

Year-to-date January 1, 2026 to April 30, 2026

Year-to-date Cumulative Total Return1

6.22 %

Cumulative Distribution Rate2

3.18 %

Five-year period ending April 30, 2026

Average Annual Total Return3

8.80 %

Current Annualized Distribution Rate4

7.64 %

1.

Year-to-date Cumulative Total Return is the percentage change in the Fund's NAV over the year-to-date time period including distributions paid and assuming reinvestment of those distributions.

2.

Cumulative Distribution Rate for the Fund's current fiscal period (January 1, 2026 through May 31, 2026) measured on the dollar value of distributions in the year-to-date period as a percentage of the Fund's NAV as of April 30, 2026.

3.

Average Annual Total Return represents the compound average of the Annual NAV Total Returns of the Fund for the five-year period ending April 30, 2026. Annual NAV Total Return is the percentage change in the Fund's NAV over a year including distributions paid and assuming reinvestment of those distributions.

4.

The Current Annualized Distribution Rate is the current fiscal period's distribution rate annualized as a percentage of the Fund's NAV as of April 30, 2026.

Investors should consider the investment objectives, risks, charges and expense of the Fund carefully before investing. You can obtain the Fund's most recent periodic reports, when available, and other regulatory filings by contacting your financial advisor or visiting cohenandsteers.com. These reports and other filings can be found on the Securities and Exchange Commission's EDGAR Database. You should read these reports and other filings carefully before investing.

Shareholders should not use the information provided here in preparing their tax returns. Shareholders will receive a Form 1099-DIV for the calendar year indicating how to report Fund distributions for federal income tax purposes.

About Cohen & Steers. Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, including listed and private real estate, preferred securities, infrastructure, resource equities, commodities, as well as multi-strategy solutions. Founded in 1986, the firm is headquartered in New York City, with offices in London, Dublin, Hong Kong, Tokyo and Singapore.  

Forward-Looking Statements
This press release and other statements that Cohen & Steers may make may contain forward looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, which reflect the company's current views with respect to, among other things, its operations and financial performance. You can identify these forward-looking statements by the use of words such as "outlook," "believes," "expects," "potential," "continues," "may," "will," "should," "seeks," "approximately," "predicts," "intends," "plans," "estimates," "anticipates," or the negative versions of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties.

Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. The company undertakes no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise.

Website: https://www.cohenandsteers.com
Symbol: (NYSE: CNS)

SOURCE Cohen & Steers Closed-End Opportunity Fund, Inc.

, /PRNewswire/ -- Cohen & Steers, Inc. (NYSE: CNS) today announced that three funds of the Cohen & Steers SICAV – the Global Listed Infrastructure Fund, the Global Real Estate Securities Fund, and the Diversified Real Assets Fund (the "funds") – have received approval under Section 65 of the Collective Investment Schemes Control Act (CISCA) from South Africa's Financial Sector Conduct Authority (FSCA).

The Section 65 approval permits the funds to be marketed and distributed to eligible investors in South Africa, subject to applicable regulatory requirements.

Sean Cooney, Head of U.K. Wealth, said:
"We continue to see strong client interest from South African investors seeking broader diversification, inflation protection, and alternative sources of return within their global allocations. We are pleased to offer direct access to several of our key real asset strategies, helping investors build stronger, more resilient global portfolios."

David Conway, Head of International Wholesale Distribution, said:
"As a specialist in real assets, we are excited to register our fund offerings in South Africa. Over the past five years, we have grown our SICAV (UCITS) assets by more than 500%, with our funds now available across the UK, EMEA, and Asia. Expanding into South Africa represents a natural progression of our international strategic growth plan, further strengthening our client partnerships and increasing assets under management".

About Cohen & Steers. Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, including listed and private real estate, preferred securities, infrastructure, resource equities, commodities, as well as multi-strategy solutions. Founded in 1986, the firm is headquartered in New York City, with offices in London, Dublin, Hong Kong, Tokyo and Singapore.

Collective Investment Schemes in Securities (CIS) should be considered as medium to long-term investments. The value may go up as well as down and past performance is not necessarily a guide to future performance. CISs are traded at the ruling price and can engage in scrip lending and borrowing. A schedule of fees, charges and maximum commissions is available on request from the Manager. A CIS may be closed to new investors in order for it to be managed more efficiently in accordance with its mandate. Performance has been calculated using net NAV to NAV numbers with income reinvested. There is no guarantee in respect of capital or returns in a portfolio. Representative Office: Prescient Management Company (RF) (Pty) Ltd is registered and approved under the Collective Investment Schemes Control Act (No.45 of 2002). For any additional information such as fund prices, fees, brochures, minimum disclosure documents and application forms please go to cohenandsteers.com.

This is a marketing communication. Please refer to the prospectus of the Cohen & Steers SICAV and to the relevant KIID/KID before making any final investment decisions. These documents are available free of charge on the Cohen & Steers website.

Website: https://www.cohenandsteers.com
Symbol:NYSE: CNS

, /PRNewswire/ -- Cohen & Steers Income Opportunities REIT, Inc. ("CNSREIT") announced today its acquisition of Oracle Crossings, a 266,000‑square‑foot, grocery‑anchored open‑air shopping center located in the Oro Valley submarket of Tucson, Arizona. The acquisition was completed through CNSREIT's programmatic joint venture with Phillips Edison & Company (NASDAQ: PECO – "PECO"), a publicly traded owner and operator of grocery‑anchored U.S. shopping centers.

Oracle Crossings is 96% leased and anchored by Sprouts Farmers Market and HomeGoods. The center benefits from a highly visible location at the intersection of Oracle Road and Magee Road, which sees 66,000 vehicles per day. The center attracts more than 2.1 million annual visitors.

The property sits within Oro Valley, which is adjacent to Tucson's most affluent and fastest‑growing suburbs. The broader Tucson metro area has experienced 1.2% annual population growth and 3.7% annual median household income growth over the past three years—both above U.S. averages—supported by a diversified economic base including the University of Arizona, Raytheon, Davis‑Monthan Air Force Base, and Banner Health.

James S. Corl, Chief Executive Officer of CNSREIT and Head of the Private Real Estate Group at Cohen & Steers, said:
"Oracle Crossings is exactly the type of necessity‑anchored, high‑quality retail asset we seek to own in CNSREIT. Tenants demonstrate strong performance, and the property's location in one of Tucson's most affluent and supply‑constrained submarkets provides a compelling foundation for durable income and long‑term growth. Open‑air shopping centers continue to benefit from limited new supply, strong tenant balance sheets, and resilient consumer demand—conditions that we believe position Oracle Crossings as a highly attractive addition to our portfolio."

CNSREIT is acquiring high-quality properties that seek to generate attractive income potential alongside best-in-class operators and has a current focus on well-anchored, necessity-driven shopping centers. Open-air shopping centers are at their highest occupancy level of the past 16 years at 95.7%1, according to real estate analytics provider CoStar Group.

About CNSREIT. Cohen & Steers Income Opportunities REIT, Inc. is a perpetual-life, non-listed REIT formed to invest primarily in high quality, income-focused, stabilized properties within the United States. CNSREIT is externally managed by Cohen & Steers Capital Management, Inc., a subsidiary of Cohen & Steers, Inc.

About Cohen & Steers. Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, including listed and private real estate, preferred securities, infrastructure, resource equities, commodities, as well as multi-strategy solutions. Founded in 1986, the firm is headquartered in New York City, with offices in London, Dublin, Hong Kong, Tokyo and Singapore.

About Phillips Edison & Company.
Phillips Edison & Company, Inc. ("PECO") is one of the nation's largest owners and operators of high-quality, grocery-anchored neighborhood shopping centers. Founded in 1991, PECO has generated strong results through its vertically-integrated operating platform and national footprint of well-occupied shopping centers. PECO's centers feature a mix of national and regional retailers providing necessity-based goods and services in fundamentally strong markets throughout the United States. PECO's top grocery anchors include Kroger, Publix, Albertsons and Ahold Delhaize. As of March 31, 2026, PECO managed 326 shopping centers, including 299 wholly-owned centers comprising 33.7 million square feet across 31 states and 27 shopping centers owned in three institutional joint ventures. PECO is focused on creating great omni-channel, grocery-anchored shopping experiences and improving communities, one neighborhood shopping center at a time. Learn more at www.phillipsedison.com.

Forward-Looking Statements
This press release contains forward looking statements within the meaning of the federal securities laws. These forward-looking statements can be identified by the use of forward-looking terminology such as "may," "will," "expect," "intend," "anticipate," "estimate," "believe," "continue," "identified" or other similar words or the negatives thereof. These may include CNSREIT's financial projections and estimates and their underlying assumptions, statements about plans, objectives and expectations with respect to future operations, statements with respect to acquisitions, statements regarding future performance and statements regarding identified but not yet closed acquisitions. Such forward-looking statements are inherently uncertain and there are or may be important factors that could cause actual outcomes or results to differ materially from those indicated in such statements. CNSREIT believes these factors also include but are not limited to those described under the section entitled "Risk Factors" in the prospectus, as amended and supplemented from time to time, filed with the Securities and Exchange Commission (the "SEC"), which is accessible on the SEC's website at www.sec.gov. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this document. Except as otherwise required by federal securities laws, CNSREIT undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future developments or otherwise.

1 Source: CoStar

SOURCE Cohen & Steers Income Opportunities REIT, Inc.

Johnson and Johnson late-breaking results show nipocalimab significantly reduced systemic lupus erythematosus (SLE) disease activity in a Phase 2

Access the segment here

HOUSTON, TX / ACCESS Newswire / June 8, 2026 / CNS Pharmaceuticals, Inc. (NASDAQ:CNSP) ("CNS" or the "Company"), a biotechnology company focused on building a pipeline of innovative therapies addressing significant unmet medical needs, today announced that it participated in a Virtual Investor "What This Means" Segment.

Steve O'Loughlin, Chief Financial Officer of CNS Pharmaceuticals, discussed the Company's recently completed oversubscribed $22.5 million financing in the virtual segment, addressing the factors that enabled the successful capital raise following its strategic reset and acquisition-focused transformation. The conversation explored investor reception to the Company's evolving strategy, the significance of participation from leading healthcare-focused institutional investors and how the strengthened balance sheet enhances CNS Pharmaceuticals' ability to pursue potential transformational opportunities. Mr. O'Loughlin also discussed the importance of institutional support and the Company's long-term vision for creating shareholder value as it advances its next phase of growth.

The Virtual Investor "What This Means" segment is available for on-demand viewing here.

About CNS Pharmaceuticals, Inc.
CNS Pharmaceuticals is a biotechnology company focused on developing innovative therapies for serious diseases. With an experienced executive team and a focus on high-value therapeutic opportunities, the Company is working to build a differentiated portfolio of assets addressing significant unmet medical needs. CNS is committed to advancing novel treatments that have the potential to improve patient outcomes while creating long-term value for patients and shareholders.

For more information, please visit www.CNSPharma.com, and connect with the Company on X and LinkedIn.

Forward-Looking Statements
Some of the statements in this press release are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, Section 21E of the Securities Exchange Act of 1934 and the Private Securities Litigation Reform Act of 1995, which involve risks and uncertainties. Forward-looking statements in this release include, without limitation, statements regarding the Company's strategic transformation and pipeline development plans, the anticipated use of proceeds from the Company's recent $22.5 million financing, the Company's ability to identify and advance new therapeutic assets, expectations regarding the Company's ability to create long-term shareholder value, and key milestones related to the execution of the Company's strategy. These statements relate to future events, future expectations, plans and prospects. Although CNS believes the expectations reflected in such forward-looking statements are reasonable as of the date made, expectations may prove to have been materially different from the results expressed or implied by such forward-looking statements. CNS has attempted to identify forward-looking statements by terminology including "believes," "estimates," "anticipates," "expects," "plans," "projects," "intends," "potential," "may," "could," "might," "will," "should," "approximately" or other words that convey uncertainty of future events or outcomes to identify these forward-looking statements. These statements are only predictions and involve known and unknown risks, uncertainties and other factors, including market and other conditions and those discussed under Item 1A. "Risk Factors" in CNS's most recently filed Form 10-K filed with the SEC and updated from time to time in its Form 10-Q filings and in its other public filings with the SEC. Any forward-looking statements contained in this press release speak only as of its date. CNS undertakes no obligation to update any forward-looking statements contained in this press release to reflect events or circumstances occurring after its date or to reflect the occurrence of unanticipated events, except as required by law.

CONTACTS:

Investor Relations Contact
JTC Team, LLC
Jenene Thomas
908.824.0775
[email protected]

Business Development Contact
CNS Pharmaceuticals, Inc.
Dylan Wenke, Chief Business Officer
[email protected]

SOURCE: CNS Pharmaceuticals, Inc.

, /PRNewswire/ -- Cohen & Steers Quality Income Realty Fund, Inc. (NYSE: RQI) (the "Fund") announced today that its Board of Directors has approved the terms of the issuance of transferable rights ("Rights") to the holders of the Fund's common stock (par value $0.001 per share), as of the record date, June 18, 2026 (the "Record Date"). Holders of these Rights will be entitled to subscribe for additional shares of common stock (the "Offer"). The Offer to acquire additional shares of common stock will be made only by means of a prospectus supplement and accompanying prospectus, and this announcement does not constitute an offer to sell, or a solicitation of an offer to buy, any of the Fund's securities.

Cohen & Steers Capital Management, Inc. (the "Advisor") believes that incremental investments in key sectors within listed and private real estate can potentially support the distribution rate and enhance portfolio performance for all common stockholders.

Mathew Kirschner, Portfolio Manager, U.S. Real Estate at Cohen & Steers, said:
"We believe listed and private real estate are attractively valued compared with stocks and bonds, reflecting the idea that real estate has repriced and is in the early stages of a new cycle. Powerful themes—a retail renaissance, digital transformation, and aging populations—are converging with limited supply to create compelling investment opportunities across real estate. This rights offering provides investors with the potential to capitalize on these opportunities."

A portion of the proceeds from the Offer may be allocated to investments in private commercial real estate but will typically not exceed 10% of the Fund's managed assets.  Additionally, the Offer provides potential to invest in new opportunities without the need to sell existing portfolio positions, which may reduce taxable events for common stockholders. It also creates potential for increased liquidity and trading volume of the Fund's shares of common stock as well as providing common stockholders an opportunity to buy new common shares below market price. Importantly, the Advisor (and not the Fund) will pay all offering expenses, including the solicitation and dealer manager fees, in support of the Offer.

Certain key terms of the Offer are as follows:

Common stockholders on the Record Date ("Record Date Stockholders") will receive one transferable Right for each share of common stock owned. Three Rights are required to purchase one newly issued share of common stock at the Subscription Price (defined below). The Fund will not issue fractional shares, so Record Date Stockholders holding fewer than three Rights will be entitled to subscribe for one full share of common stock. The Subscription Price will be determined by the Fund upon the expiration of the Offer, which is currently expected to be July 15, 2026, unless the Fund extends the Offer (the "Expiration Date"). The Subscription Price will be based upon a formula equal to the higher of 92.5% of the average market price on Expiration Date and the four preceding trading days on the NYSE or 90% of the average of net asset value on Expiration Date and the four preceding trading days (the "Subscription Price"). Record Date Stockholders who fully exercise all Rights initially issued to them will be permitted to subscribe for additional shares of common stock that were not subscribed for by other Record Date Stockholders at the Subscription Price ("over-subscription privilege"). Investors who are not Record Date Stockholders, but who otherwise acquire Rights, are not entitled to subscribe for any additional shares of common stock. Over-subscription shares may only be acquired if there are unexercised Rights.  If sufficient shares of common stock are not available to honor all over-subscription requests, unsubscribed shares of common stock will be allocated pro rata among those Record Date Stockholders who over-subscribe based on the number of shares of common stock they owned on the Record Date. The Rights are expected to trade "when issued" on the NYSE beginning on June 17, 2026, and the Fund's shares of common stock are expected to trade "ex-Rights" on the NYSE beginning on June 18, 2026. The Rights are expected to begin trading for normal settlement on the NYSE (NYSE: RQI RT) on or about June 22, 2026. The Offer is expected to expire at 5:00 PM Eastern Time on July 15, 2026, unless extended. The definitive terms of the Offer will be made through a prospectus supplement and accompanying prospectus. The final terms of the Offer may be different from those set out above. All offering expenses, including sales commissions, will be borne by the Advisor and not the Fund or any of the Fund's common stockholders. The Fund expects to maintain its current distribution level following the Offer. The Fund has declared a monthly distribution of $0.090 per share of common stock payable on June 30, 2026, with a record date of June 9, 2026, and a monthly distribution of $0.090 per share of common stock payable on July 31, 2026, with a record date of July 6, 2026. Any shares of common stock issued as a result of the Offer will not be record date shares for the Fund's monthly distribution to be paid on June 30, 2026 or July 31, 2026, and will not be entitled to receive such distribution.

The Fund expects to mail subscription certificates evidencing the Rights and a copy of the prospectus supplement and accompanying prospectus for the Offer to Record Date Stockholders within the United States shortly following the Record Date. Inquiries regarding the Offer should be directed to the Information Agent, Georgeson LLC at 888 812-7762.

Record Date Stockholders who hold shares of common stock through a broker, custodian or trust company can most likely act electronically and should contact such entity to understand their procedure to exercise or sell their Rights as each firm may have different procedures. Please review the offering materials carefully and ensure any decisions are made within the subscription period, and according to your broker's, custodian, or trust company's specific closing date, which may be earlier than Expiration Date.

Record Date Stockholders who do not hold shares of common stock through a broker, custodian, or trust company should forward their instructions to either exercise or sell their Rights by completing the subscription certificate and delivering it to the subscription agent for the Offer, together with their payment, at one of the locations indicated on the subscription certificate or in the prospectus supplement.

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About Cohen & Steers Quality Income Realty Fund, Inc. The Fund is a diversified, closed-end management investment company registered under the Investment Company Act of 1940, as amended. The primary investment objective of the Fund is to seek high current income through investment in real estate securities. The secondary investment objective is capital appreciation. Real estate securities include common stocks, preferred stocks and other equity and debt securities issued by real estate companies, including real estate investment trusts (REITs) and similar REIT-like entities.

About Cohen & Steers. Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, including listed and private real estate, preferred securities, infrastructure, resource equities, commodities, as well as multi-strategy solutions. Founded in 1986, the firm is headquartered in New York City, with offices in London, Dublin, Hong Kong, Tokyo, and Singapore.

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SOURCE Cohen & Steers, Inc.

June 11, 2026 07:00 ET  | Source: Relmada Therapeutics

Dr. Quirk brings more than 20 years of neuroscience drug discovery and development experience to lead Relmada’s sepranolone program, building on his tenure as Chief Scientific Officer at Sage Therapeutics. CORAL GABLES, Fla., June 11, 2026 (GLOBE NEWSWIRE) -- Relmada Therapeutics, Inc. (Nasdaq: RLMD, “Relmada” or the “Company”), a clinical-stage biotechnology company advancing innovative therapies for oncology and central nervous system disorders, today announced the appointment of Michael Quirk, PhD, as Senior Advisor – Sepranolone Program. Dr. Quirk’s deep expertise in CNS translational science, neuroactive steroid biology, and clinical development will be instrumental in advancing sepranolone, Relmada’s GABAA receptor modulator program targeting Prader-Willi Syndrome and other CNS indications.

“We are very pleased to welcome Mike to the Relmada team. His distinguished career in CNS drug discovery and development, including his leadership of research and scientific strategy at Sage Therapeutics, gives him a unique and highly relevant perspective on neuroactive steroid biology that we believe will be invaluable to the sepranolone program,” said Sergio Traversa, Chief Executive Officer of Relmada Therapeutics.

“Sepranolone's mechanism of action – selectively antagonizing the effects of allopregnanolone at GABA-A receptors without broadly disrupting GABAergic signaling – represents a precise and elegant approach to modulating neural circuits that are dysregulated in compulsivity-related disorders like Prader-Willi syndrome,” said Dr. Quirk, Senior Advisor – Sepranolone Program. “I believe sepranolone has the potential to be a genuinely differentiated medicine for patients who currently have very limited options. I am excited to join the Relmada team and contribute to advancing this program toward clinical proof-of-concept.”

About Michael Quirk, PhD

Michael Quirk is a trained neurophysiologist and translational scientist with 20 years of diverse biopharmaceutical industry experience. Most recently, Mike served as Chief Scientific Officer and interim Head of R&D at Sage Therapeutics (Sage) where he worked on the first medicines approved for the treatment of Postpartum Depression and helped to build a portfolio targeting a range of brain health conditions with a specific interest in indications at the intersection of neuroscience and women’s health.

Prior to joining Sage in 2014, Mike was a Director within the Neuroscience Innovative Medicine group at AstraZeneca working on a variety of programs within psychiatry and neurology.

Mike holds both an S.B. degree in Cognitive Science and a Ph.D. in Systems Neuroscience from the Massachusetts Institute of Technology and completed his post-doctoral training at Cold Spring Harbor Laboratory in New York studying neural mechanisms of decision-making and goal-directed behavior.

About Sepranolone and GABA Modulation

Sepranolone, a synthetic isoallopregnanolone, selectively modulates GABAA receptors by antagonizing allopregnanolone (ALLO), without disrupting GABA signaling. It targets disorders linked to excess GABAergic activity such as Prader-Willi syndrome, Tourette syndrome, and obsessive-compulsive disorder (OCD). More than 335 patients have been treated with sepranolone in clinical trials to date, with an excellent safety profile.

About Prader-Willi Syndrome (PWS)

PWS is a rare genetic disorder caused by chromosomal deletions on chromosome 15, leading to neurodevelopmental and behavioral complications. Global prevalence is estimated to be 350,000-400,000 patients. Current treatments address symptoms but do not modify the underlying neurobehavioral pathology.

About Relmada Therapeutics, Inc.

Relmada Therapeutics is a clinical-stage biotechnology company focused on developing transformative therapies for oncology and central nervous system conditions. Its lead candidates, NDV-01 and sepranolone, are advancing through mid-stage clinical development with the potential to address significant unmet needs.

For more information, visit www.relmada.com

Forward-Looking Statements:

The Private Securities Litigation Reform Act of 1995 provides a safe harbor for forward-looking statements made by us or on our behalf. This press release contains statements which constitute “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Any statement that is not historical in nature is a forward-looking statement and may be identified by the use of words and phrases such as “if”, “may”, “expects”, “anticipates”, “believes”, “will”, “will likely result”, “will continue”, “plans to”, “potential”, “promising”, and similar expressions. These statements are based on management’s current expectations and beliefs and are subject to a number of risks, uncertainties and assumptions that could cause actual results to differ materially from those described in the forward-looking statements, including potential for Relmada’s product candidates to fail to progress, potential for Phase 2 NDV-01 data to fail to continue to deliver positive results supporting further development, potential for clinical trials to fail to deliver statistically and/or clinically significant evidence of efficacy and/or safety, failure of interim or top-line results to accurately reflect the complete results of the trial, failure of planned or ongoing preclinical and clinical studies to demonstrate expected results, potential failure to continue to secure FDA agreement on the regulatory path for NDV-01 and/or sepranolone, or that future NDV-01 and/or sepranolone clinical results will be acceptable to the FDA, failure to secure adequate NDV-01 and/or sepranolone drug supply, failure of pending patent applications to result in issued patents, or issued patents being challenged and invalidated by third parties or not providing us with any competitive advantages, the Company’s cash runway and sufficiency of the Company’s cash resources and uncertainties inherent in estimating the Company’s cash runway, future expenses and other financial results, including its ability to fund future operations, including clinical trials, and the other risk factors described under the heading “Risk Factors” set forth in the Company’s reports filed with the SEC from time to time. No forward-looking statement can be guaranteed, and actual results may differ materially from those projected. Relmada undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events, or otherwise. Readers are cautioned that it is not possible to predict or identify all the risks, uncertainties and other factors that may affect future results and that the risks described herein are not a complete list.

Investor Contact:
Brian Ritchie
LifeSci Advisors
[email protected]

Media Inquiries:
Corporate Communications
[email protected]

Key Takeaways Analog Devices posted 30% revenue growth, driven by AI infrastructure and data center demand.TXN's data center revenues surged 90% year over year in first-quarter 2026.Texas Instruments' manufacturing scale and power solutions strengthen its AI data center position. Analog Devices (ADI - Free Report) and Texas Instruments (TXN - Free Report) are two prominent players in the AI semiconductor space, offering solutions that are crucial for AI data centers and high performance computing. Both companies have been key beneficiaries of the artificial intelligence (AI) boom, which has driven strong demand for its analog and embedded chips used across data centers, industrial customers and automotive markets.

As the demand for analog and embedded chips supporting AI and high-performance computing is likely to remain strong, ADI and TXN are well-positioned to capitalize on this opportunity. However, from an investment point of view, one stock offers a more favorable outlook than the other right now. Let’s break down their fundamentals, growth prospects, market challenges and valuation to determine which stock offers a more compelling investment case.

The Case for ADI StockAnalog Devices started fiscal 2026 with strong momentum, posting revenues of $3.16 billion, up 30% year over year, and delivering growth across all end markets. Industrial and communications led the quarter as AI infrastructure, data center buildouts and cyclical improvement continued to support demand.

ADI’s industrial revenues rose 38% year over year, communications climbed 63%, consumer increased 27% and automotive advanced 8%. The strength in automated test equipment and data center applications is driving ADI’s top line. while electro-optical interfaces, precision power management, protection and monitoring continued to benefit from the shift from 800G toward 1.6T networks.

ADI’s data center business has been growing in double digits year over year for the past four quarters. The company expects AI-driven advancements, including the development of more capable and content-rich humanoid robots, to create significant long-term growth opportunities and further strengthen ADI’s position in the robotics market.

Adoption of higher-voltage architectures, mainly 48V and 54V, and vertical power is expanding its serviceable market, while DC power control and multiphase controllers enable efficient GPU and CPU power regulation. Optical connectivity is another tailwind as AI networking shifts toward optical circuit switching. ADI’s precision control and monitoring solutions help improve bandwidth density and reduce cost per bit.

For the second quarter of fiscal 2026, ADI expects revenues of $3.5 billion (+/- $100 million) and adjusted EPS of $2.88. The consensus estimate for earnings is pegged at $2.96 per share, indicating year-over year growth of 44.4%. Estimates for second-quarter fiscal 2026 earnings have remained unchanged for the past 60 days.

Image Source: Zacks Investment Research

The Case for TXN StockTexas Instruments is seeing rising momentum in the data center market, which has become an important growth driver for the company. During its first-quarter earnings call, management stated that revenue growth was led by industrial and data center demand. This is a positive sign because data centers are expanding rapidly as cloud computing, AI and enterprise workloads continue to grow.

Texas Instruments does not compete directly in high-end AI graphics processors. Instead, it supplies analog and embedded chips that are essential for data center infrastructure. These chips help manage power delivery, battery backup systems, cooling equipment, motor controls, signal conversion and server connectivity. As modern data centers become larger and more power-intensive, the need for efficient power management solutions increases.

In 2025, Texas Instruments’ data center business reached an annual run rate of about $1.2 billion, growing more than 50% year over year. In the first quarter of 2026, revenues from the data center end market surged 90% year over year and 25% sequentially. As cloud and AI workloads continue to rise, Texas Instruments’ strong portfolio and manufacturing scale position it well to benefit from sustained demand for efficient, high-performance power solutions in data center infrastructure.

TXN calls for second-quarter 2026 revenues in the range of $5.00-$5.40 billion. The Zacks Consensus Estimate for revenues is pegged at $5.22 billion, indicating year-over year growth of 17.4%. The company expects earnings per share between $1.77 and $2.05. The Zacks Consensus Estimate for earnings is pegged at $1.92, indicating year-over year growth of 36%. Estimates for second-quarter 2026 earnings have been revised upward in the past 30 days.

Image Source: Zacks Investment Research

Stock Price Performance and Valuation of ADI & TXNYear to date, TXN shares have gained 75.7% compared with the surge of 46.8% in ADI shares.

YTD Price Performance
Image Source: Zacks Investment Research

ADI is trading at a forward sales multiple of 13.31X, above its median of 10.48X over the past year. TXN’s forward sales multiple sits at 12.90X, significantly above its median of 9.17X over the past year.

Forward 12-Month (P/S) Valuation Chart
Image Source: Zacks Investment Research

Conclusion: ADI vs. TXNWhile both Analog Devices and Texas Instruments are benefiting from the AI-driven expansion in data centers, industrial automation and high-performance computing, TXN currently appears to be the better investment choice. Texas Instruments is demonstrating stronger momentum in AI infrastructure-related demand, particularly in data centers, where revenues surged 90% year over year in the first quarter of 2026. TXN also benefits from its unmatched manufacturing scale and internal production capabilities, which provide better supply chain control, cost efficiencies and long-term margin advantages. Given these factors, we suggest TXN to be a better buy than ADI right now.

While TXN sports a Zacks Rank #1 (Strong Buy), ADI carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here. 

On May 26, 2026, we present a DCF analysis for Analog Devices Inc (ADI), a company that has shown remarkable price performance over the past year, with a 90.2%

Key Takeaways ADI posted record revenues and earnings, fueled by AI-driven growth in data center demand.ADI's communications revenues jumped 79% as data centers made up more than 75% of the segment.ADI is expanding AI power capabilities through its Empower Semiconductor acquisition. Analog Devices (ADI - Free Report) is benefiting from AI-related demand with revenues reaching a record $3.62 billion, up 37% year over year, and earnings rose to a record $3.09. The growth was supported by record demand and disciplined execution with year-over-year growth across all end markets, led by Industrial and Communications.

ADI’s Communications revenues were up 79% year over year, where the data center business accounted for more than 75% of that segment. Data center revenues grew more than 90% year over year, driven by both optical and power portfolios, which suggests ADI is benefiting from the full stack of AI infrastructure needs rather than a single product category.

Management said the business is on a steep growth trajectory and that confidence in continued growth into fiscal 2027 is increasing. As AI systems are pushing higher power density, faster data movement, and greater system complexity, ADI’s analog, mixed-signal, power and optical offerings are getting a boost.

ADI’s hybrid manufacturing model, supply-chain flexibility and long R&D cycle are helping it capture this demand surge. Given these factors, ADI is able to improve profitability. ADI’s gross margin expanded to 73% on an adjusted basis, expanding 360 basis points (bps) year over year, while adjusted operating margin reached 49%, expanding 780 bps.

ADI is also widening its AI power platform through the acquisition of Empower Semiconductor. Empower Semiconductor’s integrated voltage regulator and silicon capacitor technology as a way to reduce power footprint and improve response for volatile AI workloads, reinforcing ADI’s push from board-level power delivery toward chip-level power management.

How Competitors Fare Against ADIBroadcom (AVGO - Free Report) is a leader in the domain of custom silicon solutions for data centers. Broadcom’s advanced 3.5D XDSiP packaging platform is critical to ensure the performance and efficiency of custom AI XPUs. Broadcom’s Semiconductor segment, which accounts for its custom silicon solutions, has experienced massive growth in the past several quarters.

Advanced Micro Devices (AMD - Free Report) is another established player in the custom silicon solutions and AI accelerator market. AMD offers semi-custom SoCs and Instinct Accelerators to power data centers. Moreover, Advanced Micro Devices’ reconfigurable Alveo Adaptable Accelerator Cards are critical for compute-intensive applications in data centers.

Seeing the growth of AI-data centers and allied networking required to run the AI workload, companies in this space, including Analog Devices, Advanced Micro Devices and Broadcom, have sufficient growth opportunities.

ADI’s Price Performance, Valuation and EstimatesShares of ADI have gained 46.4% year to date compared with the Semiconductor - Analog and Mixed industry’s growth of 62.8%.

ADI YTD Performance Chart
Image Source: Zacks Investment Research

From a valuation standpoint, ADI trades at a forward price-to-sales ratio of 12.68X, higher than the industry’s average of 10.69X.

ADI Forward 12-Month (P/S) Valuation Chart
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for ADI’s fiscal 2026 and 2027 earnings implies year-over-year growth of 29.8% and 11.8%, respectively. The consensus estimate for fiscal 2026 and 2027 has been revised upward in the past seven days.

Image Source: Zacks Investment Research

ADI currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Key Takeaways ADI's industrial revenues jumped 56% year over year, driven by automation and defense demand.ADI said data center and ATE businesses hit record highs amid rising AI infrastructure demand.ADI sees long-term growth from robotics, electrification and intelligent connected systems. Analog Devices’ (ADI - Free Report) industrial segment continued its strong momentum in the second quarter of fiscal 2026, generating robust growth driven by automation, aerospace and defense, electronic test and measurement, healthcare and energy-related demand. Industrial revenues represented 50% of total company revenues in the quarter and increased 56% year over year and 20% sequentially, making it ADI’s largest and most profitable business segment.

ADI’s Industrial business is benefiting from its customers increasing the semiconductor content across next-generation systems. ADI reported that industrial businesses collectively grew more than 40% in the first half of fiscal 2026, supported by lean channel inventories and improving demand conditions across key end markets. One of the major growth drivers remains automatic test equipment (ATE), where AI infrastructure investments and rising semiconductor complexity continue to boost demand.

ADI is benefiting from increasing investments in digital factories, advanced manufacturing and robotics. ADI’s sensing, signal chain, power management and connectivity solutions are being used across semiconductor fabs, biopharma facilities, data centers and industrial manufacturing environments. The company also highlighted expanding opportunities in robotics and humanoid systems, which are increasing its long-term opportunity pipeline. The aerospace and defense business reached a new revenue high in the second quarter.

Energy infrastructure modernization is also driving demand for ADI’s technologies. Increasing electrification, renewable energy integration and AI-driven power consumption are creating pressure on legacy electrical grids, resulting in rising demand for ADI’s monitoring, metering, connectivity and power management solutions. Looking ahead, ADI remains optimistic about sustained growth opportunities across industrial automation, AI infrastructure, electrification, healthcare and defense markets as semiconductor content continues to rise across increasingly intelligent and connected systems.

How Competitors Fare Against Analog DevicesAnalog Devices competes with Texas Instruments (TXN - Free Report) and STMicroelectronics (STM - Free Report) in the Industrial segment. Texas Instruments competes with ADI in industrial signal chains, precision sensing and power management, especially in PLCs, factory automation and motor control. STMicroelectronics competes in industrial MCUs, motor drivers, sensors and automation systems.

In the robotics space, STMicroelectronics provides sensors, motor control ICs and power management for cobots, AMRs and humanoid robots. In automation, Texas Instruments provides low-power precision analog and sensing for medical imaging, patient monitoring and diagnostics.

Both STMicroelectronics and Texas Instruments compete with ADI in the aerospace and defense business through their radiation-hardened analog and mixed-signal ICs, secure communications and avionics systems.

ADI’s Price Performance, Valuation and EstimatesShares of ADI have gained 53.7% year to date compared with the Semiconductor - Analog and Mixed industry’s growth of 69.5%.

ADI YTD Performance Chart
Image Source: Zacks Investment Research

From a valuation standpoint, ADI trades at a forward price-to-sales ratio of 13.30X, higher than the industry’s average of 10.98X.

ADI Forward 12-Month (P/S) Valuation Chart
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for ADI’s fiscal 2026 and 2027 earnings implies year-over-year growth of 59.3% and 14.5%, respectively. The consensus estimate for fiscal 2026 and 2027 has been revised upward in the past seven days.

Image Source: Zacks Investment Research

ADI currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.

While many investors like to look for momentum in stocks, this can be very tough to define. There is a lot of debate surrounding which metrics are the best to focus on and which are poor quality indicators of future performance. The Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.

Below, we take a look at Analog Devices (ADI - Free Report) , a company that currently holds a Momentum Style Score of A. We also talk about price change and earnings estimate revisions, two of the main aspects of the Momentum Style Score.

It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Analog Devices currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.

You can see the current list of Zacks #1 Rank Stocks here >>>

Set to Beat the Market?Let's discuss some of the components of the Momentum Style Score for ADI that show why this semiconductor maker shows promise as a solid momentum pick.

Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It's also helpful to compare a security to its industry; this can show investors the best companies in a particular area.

For ADI, shares are up 4.23% over the past week while the Zacks Semiconductor - Analog and Mixed industry is up 0.68% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 5.3% compares favorably with the industry's 9.27% performance as well.

While any stock can see its price increase, it takes a real winner to consistently beat the market. That is why looking at longer term price metrics -- such as performance over the past three months or year -- can be useful as well. Shares of Analog Devices have increased 37.11% over the past quarter, and have gained 100.31% in the last year. On the other hand, the S&P 500 has only moved 11.07% and 27.78%, respectively.

Investors should also take note of ADI's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now ADI is averaging 4,740,620 shares for the last 20 days..

Earnings OutlookThe Zacks Momentum Style Score encompasses many things, including estimate revisions and a stock's price movement. Investors should note that earnings estimates are also significant to the Zacks Rank, and a nice path here can be promising. We have recently been noticing this with ADI.

Over the past two months, 11 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost ADI's consensus estimate, increasing from $11.37 to $12.41 in the past 60 days. Looking at the next fiscal year, 9 estimates have moved upwards while there have been no downward revisions in the same time period.

Bottom LineTaking into account all of these elements, it should come as no surprise that ADI is a #2 (Buy) stock with a Momentum Score of A. If you've been searching for a fresh pick that's set to rise in the near-term, make sure to keep Analog Devices on your short list.

Key Takeaways Global semiconductor sales reached $110.5 billion in April, up 11% sequentially and 93.9% year over year.WSTS forecasts the semiconductor market will grow 90% this year to reach $1.51 trillion.AI, automotive, IoT and 6G demand continue to fuel semiconductor sales momentum. Investors have lately been rotating out of tech stocks and taking refuge in defensive assets, as a surge in oil prices owing to the continued tensions in the Middle East has raised fears of inflation rising further. However, the enthusiasm surrounding artificial intelligence has continued to help AI-focused companies.

High demand for AI chips has been boosting semiconductor stocks, which have primarily been responsible for the broader market rally over the past three years. Given this scenario, it would be ideal to invest in semiconductor stocks, such as Analog Devices (ADI - Free Report) , NXP Semiconductors (NXPI - Free Report) , Microchip Technology (MCHP - Free Report) , Texas Instruments (TXN - Free Report) and ASML Holding N.V. (ASML - Free Report) , which have great potential for growth this year.

Semiconductor Revenues Surging SteadilyGlobal semiconductor sales totaled $110.5 billion in April, jumping 11% sequentially from March’s total of $99.5 billion, the Semiconductor Industry Association (SIA) reported. Year over year, semiconductor sales soared 93.9% $56.9 billion in April 2025. 

“Global semiconductor sales increased on a month-to-month basis for the 14th consecutive month in April, and the global market continues to notch robust year-to-year growth driven by sales into the Asia-Pacific region, the Americas, and China,” John Neuffer, SIA president and CEO, said.

The robust jump in April follows a stellar first quarter when semiconductor sales totaled $298.5 billion, increasing 25% sequentially.

Semiconductors have become a key part of nearly every modern and developing technology, from IoT and 6G to artificial intelligence. Growing demand from the automotive sector has also helped boost chip sales. Meanwhile, the fast-growing AI market — which is still in its early stages — is prompting major technology companies to invest billions of dollars in development and infrastructure.

With big tech firms continuing to spend aggressively on AI infrastructure, investor confidence in semiconductor companies has remained strong.

The SIA also backed the World Semiconductor Trade Statistics’ (“WSTS”) Spring 2026 global semiconductor sales forecast. The WSTS projects the global semiconductor market to grow 90% this year, reaching $1.51 trillion.

5 Semiconductor Stocks With UpsideAnalog DevicesAnalog Devices is an original equipment manufacturer of semiconductor devices, specifically analog, mixed-signal and digital signal processing (“DSP”) integrated circuits. ADI’s product line comprises amplifiers and comparators; analog to digital converters; digital to analog converters; video encoders and decoders; embedded processing products and DSPs; MEMS and temperature sensors; RF/IF components and converters; power and thermal management ICs, audio/video converters, amplifiers, CODECs, filters and processors. Analog Devices also offers analog, digital and RF switches and multiplexers; analog microcontrollers; clock and timing products.

Analog Devices’ expected earnings growth rate for the current year is 59.3%. The Zacks Consensus Estimate for current-year earnings has improved 0.1% over the past 60 days. ADI currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

NXP SemiconductorsNXP Semiconductors provides high-performance, mixed-signal and standard product solutions that leverage its RF, analog, power management, interface, security and digital processing expertise. NXPI seems well-positioned to capitalize on the level 2-5 automotive market. Additionally, NXP Semiconductors is the leader in general-purpose microcontrollers and application processors in industrial and IoT markets.

NXP Semiconductors’ expected earnings growth rate for the current year is 25.1%. The Zacks Consensus Estimate for current-year earnings has improved 5.7% over the past 60 days. NXPI carries a Zacks Rank #2 at present.

Microchip TechnologyMicrochip Technology has been consistently benefiting from its strength in the analog and microcontroller businesses. MCHP’s dominance in 8, 16, and 32-bit PIC microcontrollers remains a major driver of top-line and bookings growth. Microchip Technology has acquired notable companies like Tektronix, Microsemi and Atmel to add strength to its product offerings.

Microchip Technology’s expected earnings growth rate for the current year is 84.2%. The Zacks Consensus Estimate for current-year earnings has improved 18% over the past 60 days. MCHP currently has a Zacks Rank #1.

Texas InstrumentsTexas Instruments is an original equipment manufacturer of analog, mixed-signal and digital signal-processing integrated circuits. TXN has manufacturing and design facilities, including wafer fabrication and assembly/test operations in North America, Asia and Europe. Management strategy has been to build assets that would be fully utilized through their lifetimes and outsource any excess demand in peak situations to outside foundries.

Texas Instruments’ expected earnings growth rate for the current year is 40.6%. The Zacks Consensus Estimate for current-year earnings has improved 20.6% over the past 60 days. Currently, TXN carries a Zacks Rank #2.

Key Takeaways ADI communications revenues grew 79% year over year, led by data center strength.ADI expects communications to be its fastest sequential grower, supported by AI demand.ADI sees record bookings and data center growth boosting a higher-margin business segment. Analog Devices’ (ADI - Free Report) communications segment is growing strongly throughout 2025 and 2026. In fiscal second-quarter 2026, the segment posted revenues of $554.7 million, with revenues increasing 22% sequentially and 79% year over year to represent 15% of total company revenues.

The segment’s growth was led by the data center business, which now accounts for more than 75% of communications revenues and grew over 90% year over year, supported by strength in both optical and power portfolios. Wireless also remained healthy, rising more than 35% year over year.

Analog Devices' communications business serves the growing demand for high-speed, reliable connectivity across wireless infrastructure and data center applications. The segment is positioned to address increasing requirements for advanced communications technologies driven by expanding network traffic, cloud computing, artificial intelligence (AI) and machine learning workloads.

The data center market represents another key area of focus, benefiting from the rapid adoption of AI, machine learning and hyperscale computing architectures. These trends are driving demand for advanced power delivery systems, thermal management technologies and high-speed connectivity solutions capable of supporting increasingly complex computing workloads and cloud infrastructure. To address these requirements, the company offers a portfolio that includes power management technologies, optical and high-speed connectivity solutions, and energy optimization products designed to improve the performance and efficiency of next-generation data centers.

ADI experienced record bookings across its B2B markets. The management reported that the demand signals remain constructive, supporting expectations for continued strong growth in the third quarter and beyond. Communications, including data center, is an above-corporate-average-margin business, which can lift profitability as it scales. For the third quarter, management expects Communications to be its fastest sequential grower, up low- to mid-teens at the midpoint, reinforcing the momentum in AI connectivity.

How Competitors Fare Against Analog DevicesAnalog Devices competes with Texas Instruments (TXN - Free Report) and Broadcom (AVGO - Free Report) in the Communications segment. Texas Instruments competes with ADI in analog/mixed-signal, RF front-ends, power amp/driver ICs, ADCs/DACs in infrastructure and wireless systems.

Broadcom is strong in networking, data center, broadband, Wi-Fi, Ethernet PHYs and switches. In the communications segment, Broadcom mainly competes with its high-speed connectivity, optical / wireline networking equipment and cable or broadband IC portfolio.

Despite strong competition from Texas Instruments and Broadcom, Analog Devices has enough scope to grow in the communications space as new 5G technology is being introduced.

ADI’s Price Performance, Valuation and EstimatesShares of ADI have gained 68.6% in the past 12 months compared with the Semiconductor - Analog and Mixed industry’s growth of 77.7%.

ADI 12-Month Performance Chart
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From a valuation standpoint, ADI trades at a forward price-to-sales ratio of 12.18X, higher than the industry’s average of 10.30X.

ADI Forward 12-Month (P/S) Valuation Chart
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The Zacks Consensus Estimate for ADI’s fiscal 2026 and 2027 earnings implies year-over-year growth of 59% and 14%, respectively. The consensus estimate for fiscal 2025 and 2026 has remained unchanged in the past 30 days.

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ADI currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.