Cohen & CO INC

Market Movers (8-K)

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Cohen & Company Inc. announced robust second quarter 2026 financial results, driven by strong investment banking and trading revenues, leading to a significant increase in net income and the declaration of a quarterly dividend.
Better than expected
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Cohen & Company Inc. reports on the successful completion of Columbus Circle Capital Corp. III's initial public offering, where its subsidiary acted as lead underwriter.
Capital raise
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Cohen & Company Inc. reports that its SPAC, Columbus Circle Capital Corp. II, has entered into a definitive agreement to merge with Elroy Air, a developer of autonomous heavy-cargo drones.
Capital raise
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Cohen & Company Inc. updated its operating subsidiary's LLC agreement to allow for the issuance of Long-Term Incentive Plan Units, designed as profits interests for tax purposes.
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Cohen & Company Inc. announced robust financial results for the fourth quarter and full year 2025, driven by significant revenue growth and increased profitability, alongside dividend declarations.
Better than expected
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Cohen & Company Inc.'s operating subsidiary, Cohen & Company, LLC, announced that its sponsored SPAC, Columbus Circle Capital Corp. II, successfully completed its $230 million initial public offering.
Capital raise

Quarterly Earnings (10-Q)

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Cohen & Company Inc. announced a significant increase in revenues and net income for the second quarter of 2026, driven by robust performance in its Capital Markets segment.
Better than expected
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Cohen & Company Inc. reported a significant increase in Q1 2026 revenue and net income, driven by strong performance in its Capital Markets segment.
Capital raise
Better than expected
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Cohen & Company Inc. announced a significant revenue surge and improved earnings per share for the nine months ended September 30, 2025, driven by strong new issue and advisory activity, despite substantial losses in principal transactions.
Better than expected
Capital raise
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Cohen & Company Inc. announced a significant financial turnaround for the first half of 2025, driven by robust new issue and advisory revenue and improved principal transactions.
Capital raise
Better than expected
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Cohen & Company Inc. announces its Q1 2025 financial results, highlighting a strategic move to sell its CDO management contracts to Hildene Capital Management.
Worse than expected
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Cohen & Company Inc. experienced a significant increase in new issue and advisory revenue, but faced losses in principal transactions, resulting in a mixed financial performance for the third quarter of 2024.
Worse than expected

Annual Reports (10-K)

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Cohen & Company Inc. announced a significant surge in 2025 revenues and a return to profitability, driven by robust investment banking and trading activities, despite challenges in equity method investments.
Better than expected
Capital raise
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Cohen & Company Inc.'s 2024 10-K filing reveals a financial services firm specializing in capital markets and asset management, navigating a complex market environment with strategic investments and revenue diversification.
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Cohen & Company Inc.'s 10-K filing outlines its share structure, financial obligations, and business segments, including capital markets, asset management, and principal investing.

Insider Trading (Form 4)

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Daniel G Cohen, Executive Chairman, a Director and 10% owner of Cohen & Co Inc., reported a transaction in 17,600 shares of common stock on July 17, 2026.
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COLUMBUS CIRCLE 3 SPONSOR Corp LLC and 2 others reported changes in beneficial ownership of Cohen & Co Inc. common stock on July 10, 2026.
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Daniel G. Cohen, Executive Chairman and 10% owner of Cohen & Co Inc., acquired 8,000 shares of common stock.
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Daniel G. Cohen, Executive Chairman of Cohen & Co Inc., reported gifting 20,000 shares of common stock.
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Joseph W. Pooler Jr., EVP, CFO, and Treasurer of Cohen & Co Inc., reported selling 6,818 shares of common stock across two transactions in March 2026.
Worse than expected
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Cohen & Co Inc.'s EVP, CFO, and Treasurer, Joseph W. Pooler Jr., received a grant of 160,000 restricted LTIP Units under the company's long-term incentive plan.

Proxy Statements (Def-14A)

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Cohen & Company Inc. has issued its definitive proxy statement for the 2026 Annual Meeting of Stockholders to be held on June 3, 2026.
Capital raise
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Cohen & Company Inc. is holding its annual meeting on June 4, 2025, seeking stockholder votes on director elections, an amendment to the long-term incentive plan, executive compensation, and auditor ratification.
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Cohen & Company is asking stockholders to approve an amendment to its long-term incentive plan to increase the number of shares available for issuance.
Better than expected
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Cohen & Company Inc. announces its 2024 Annual Meeting of Stockholders to be held on June 5, 2024, outlining key proposals for voting, including the election of directors and ratification of the company's independent auditor.
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Cohen & Company Inc. will hold its annual stockholders meeting online on June 5, 2024, to elect directors and ratify the appointment of its independent accounting firm.

Schedule 13D - Activist Investments

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Lester R. Brafman's beneficial ownership in Cohen & Co Inc. is set to increase to 15.51% as 40,000 restricted shares become unrestricted on January 31, 2026.
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Daniel G. Cohen has increased his beneficial ownership in Cohen & Co Inc. to 70.02% of the common stock, primarily through newly convertible restricted LLC units.