Cohen & Company Inc. COHN FINANCIAL
Company Overview
Cohen & Company Inc. is a publicly owned investment manager. The firm primarily provides its services to individuals and institutions. It manages separate client-focused fixed income portfolios. Institutional Financial Markets, Inc. also manages funds and collateralized debt obligations for its clients. It invests in the fixed income and alternative investment markets across the globe. The firm's fixed income investments include U.S. trust preferred securities, European hybrid capital securities, Asian commercial real estate debt, mortgage backed securities, and asset backed securities. The firm was formerly known as Institutional Financial Markets, Inc. Cohen & Company Inc. was founded in 1999 and is based in Philadelphia, Pennsylvania with additional offices in New York City; Boca Raton, Florida; Chicago, Illinois; Bethesda, Maryland; Boston, Massachusetts; Paris, France; and London, United Kingdom.
Why Investors Should Care
Generates a return on equity of 45.5%, reflecting efficient use of shareholder capital.
Trades at a P/E of 2.4, below the sector median of 12.9.
Operating margin of 16.3% supports profitability.
Offers a dividend yield of 8.95%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $275.56M (+246.2% YoY); net profit $14.43M.
- Trailing 12 Months Year-on-year growth — revenue +16.8%, earnings +15.8%.
- 5-Year Trend Long-term compounding — revenue CAGR 7.7%, profit CAGR 0.3%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 7.70% |
| 1 Year: | 16.80% |
Compounded Profit Growth
| 5 Years: | 0.32% |
| 1 Year: | 15.80% |
Stock Price Performance
| 1 Year: | +8.92% |
| 6 Months: | -28.72% |
| 3 Months: | +0.92% |
| 1 Month: | +1.27% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMABelow
- RSI (14)42.74 · Neutral
P/E of 2.37 is below the sector median of 12.89 — relatively cheaper than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Strong return on equity of 45.5%.
- Attractive dividend yield of 8.95%.
- Generates positive free cash flow.
CONS
- Trading 59.4% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | COHN Cohen & Company Inc. FINANCIAL | 11.17 | 2.37 | $36.07M | 8.95% | - | 45.54% | 7.70% | 0.32% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 353.51 | 15.15 | $939.70B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 505.83 | 12.72 | $712.23B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 368.64 | 31.35 | $628.20B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 570.89 | 31.44 | $496.37B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.39 | 14.41 | $436.28B | 2.04% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 757,791.00 | 12.71 | $370.14B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 106.26 | 15.18 | $363.70B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 216.24 | 17.48 | $339.62B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Mar 2014 | Jun 2014 | Sep 2014 | Mar 2015 | Jun 2015 | Sep 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Dec 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.75M | - | - | 1.69M | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Income | -1.69M | -1.66M | -583.00K | 281.00K | 511.00K | 558.00K | 1.26M | 2.21M | 2.65M | 2.59M | 1.73M | 989.00K | 2.10M | -360.00K | 1.38M | 356.00K | 2.29M | -68.00K | 518.00K | -443.00K | -9.45M | 7.93M | 6.07M | 70.44M | -9.07M | -19.12M | -19.88M | -8.16M | 2.85M | -7.48M | 7.00M | -4.10M | -3.38M | -6.37M | 7.22M | 107.00K | 7.50M | 21.76M | 5.13M | 12.41M |
| Net Income | -2.10M | -2.12M | -1.25M | -558.00K | -345.00K | -533.00K | 199.00K | 830.00K | 1.04M | 672.00K | 426.00K | -547.00K | 1.51M | -1.47M | 80.00K | -651.00K | -418.00K | -1.20M | -410.00K | -1.22M | -3.10M | 901.00K | 1.66M | 9.36M | 1.73M | -3.43M | -7.61M | -1.86M | -919.00K | -2.64M | -6.60M | -423.00K | 2.02M | -2.35M | 2.15M | 329.00K | 1.41M | 4.59M | 1.49M | 3.57M |
| Diluted EPS | -0.14 | -0.14 | -0.08 | -0.04 | -0.02 | -0.03 | 0.01 | 0.07 | 0.87 | 0.52 | 0.35 | -0.45 | 0.90 | -1.26 | 0.07 | -0.57 | -0.37 | -1.06 | -0.36 | -1.06 | -2.70 | 0.69 | 1.19 | 6.98 | 1.21 | -3.46 | -5.46 | -1.53 | -0.64 | -1.77 | -4.34 | -0.28 | 1.28 | -1.47 | 1.31 | 0.19 | 0.81 | 2.58 | 0.42 | 0.94 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 84.09M | 125.55M | 100.33M | 95.24M | 57.52M | 55.75M | 46.16M | 55.35M | 47.54M | 49.39M | 49.67M | 130.11M | 146.37M | 44.39M | 82.98M | 79.60M | 275.56M |
| Operating Income | -11.11M | 8.74M | -18.16M | 295.00K | -21.10M | 288.00K | -1.66M | 8.59M | 7.40M | 3.66M | 4.04M | 42.33M | 39.59M | -27.96M | 6.86M | -8.02M | 59.41M |
| Net Income | -11.71M | 7.59M | -9.39M | -968.00K | -13.32M | -2.58M | -4.08M | 2.27M | 2.06M | -2.46M | -2.05M | 14.21M | 11.81M | -13.39M | -5.11M | -129.00K | 14.43M |
| Diluted EPS | -1.21 | 0.73 | -0.88 | -0.09 | -1.08 | -0.17 | -2.76 | 1.85 | 1.60 | -2.14 | -1.81 | 7.66 | 7.83 | -9.43 | -3.38 | -0.08 | 4.35 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 306.75M | 420.59M | 341.00M | 217.05M | 342.52M | 308.42M | 561.27M | 2.04B | 8.12B | 8.00B | 6.15B | 3.66B | 887.05M | 772.76M | 971.15M | 700.59M |
| Total Equity | - | - | 64.36M | 56.97M | 56.98M | 51.49M | 48.23M | 39.76M | 38.78M | 39.87M | 35.77M | 33.32M | 43.91M | 61.94M | 46.74M | 41.68M | 41.73M | 51.08M |
| Cash & Equivalents | 31.97M | 69.69M | 43.95M | 18.22M | 14.50M | 13.16M | 12.25M | 14.12M | 15.22M | 22.93M | 14.11M | 8.30M | 42.00M | 50.57M | 29.10M | 10.65M | 19.59M | 56.76M |
| Long Term Debt | - | - | - | - | 25.85M | 29.67M | 27.94M | 28.54M | 29.52M | 44.18M | 43.54M | 48.86M | 47.10M | 43.39M | 29.02M | 29.72M | 34.90M | 32.90M |
| Total Liabilities | - | - | 217.24M | 329.16M | 264.38M | 155.87M | 286.02M | 262.24M | 514.51M | 1.99B | 8.07B | 7.95B | 6.05B | 3.50B | 793.03M | 680.96M | 880.87M | 597.50M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 7.33M | -34.81M | -6.30M | 14.75M | -8.23M | 4.11M | -4.15M | -8.73M | -11.92M | -7.00M | -15.46M | 41.44M | 18.32M | -23.49M | -39.66M | 9.47M | 27.35M |
| Investing Cash Flow | 93.96M | 26.16M | -6.70M | 9.11M | 2.94M | 464.00K | 11.87M | 7.95M | -3.90M | 2.16M | 3.73M | -11.95M | -22.53M | 13.80M | 38.12M | 16.51M | 26.21M |
| Financing Cash Flow | -64.02M | -17.07M | -12.80M | -27.72M | 4.03M | -5.29M | -5.62M | 2.27M | 23.12M | -3.72M | 5.94M | 3.79M | 13.16M | -11.50M | -17.11M | -16.72M | -17.30M |
| Capital Expenditure | -691.00K | -939.00K | -470.00K | -193.00K | -849.00K | -184.00K | -149.00K | -223.00K | -143.00K | -1.00M | -101.00K | -217.00K | -1.03M | -573.00K | -373.00K | -1.25M | -1.25M |
| Free Cash Flow | 6.64M | -35.75M | -6.77M | 14.55M | -9.08M | 3.93M | -4.30M | -8.95M | -12.06M | -8.00M | -15.56M | 41.22M | 17.29M | -24.06M | -40.03M | 8.23M | 26.10M |
| Share Buybacks | - | - | 1.49M | - | - | 384.00K | 4.00M | 2.33M | 572.00K | 769.00K | 299.00K | 2.14M | 857.00K | 0 | 0 | - | - |
Ratios (Annual)
Figures in %.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Margin % | -13.2% | 7.0% | -18.1% | 0.3% | -36.7% | 0.5% | -3.6% | 15.5% | 15.6% | 7.4% | 8.1% | 32.5% | 27.1% | -63.0% | 8.3% | -10.1% | 21.6% |
| Net Margin % | -13.9% | 6.0% | -9.4% | -1.0% | -23.2% | -4.6% | -8.8% | 4.1% | 4.3% | -5.0% | -4.1% | 10.9% | 8.1% | -30.2% | -6.2% | -0.2% | 5.2% |
| ROE % | - | 11.8% | -16.5% | -1.7% | -25.9% | -5.4% | -10.3% | 5.8% | 5.2% | -6.9% | -6.2% | 32.4% | 19.1% | -28.6% | -12.3% | -0.3% | 28.3% |
| ROCE % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 0.97% | 31.34K | $313.45K |
| 2 | Vanguard Capital Management LLC | 0.91% | 29.52K | $295.21K |
| 3 | Two Sigma Investments, LP | 0.82% | 26.54K | $265.38K |
| 4 | Bridgeway Capital Management, LLC | 0.53% | 17.04K | $170.44K |
| 5 | Geode Capital Management, LLC | 0.42% | 13.43K | $134.33K |
| 6 | Dimensional Fund Advisors LP | 0.40% | 12.87K | $128.73K |
| 7 | Vanguard Fiduciary Trust Co | 0.33% | 10.72K | $107.18K |
| 8 | Citadel Advisors Llc | 0.32% | 10.28K | $102.78K |
| 9 | Spire Wealth Management | 0.06% | 2.00K | $20.00K |
| 10 | Wells Fargo & Company | 0.04% | 1.40K | $14.01K |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for COHN
A cargo drone flew with no pilot aboard in Louisiana, carrying medical supplies and food. - Stock Titan
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Cohen & Company Q2 revenue rises to $69.5 million - Quiver Quantitative
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COHN - Finviz
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Cohen & Company Sets Release Date for Second Quarter 2026 Financial Results - finance.yahoo.com
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Stock market would flounder if traders stripped out AI and energy trades – IBM’s Gary Cohn - Seeking Alpha
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COHN — Frequently Asked Questions
What is the current share price of Cohen & Company Inc. (COHN)?
As of 2026-09-19 21:16 PDT, Cohen & Company Inc. (COHN) trades at $11.17 on NYSE American. Its 52-week range is $7.78 to $27.53.
What is the market capitalisation of COHN?
Cohen & Company Inc. (COHN) has a market capitalisation of $36.07M on NYSE American.
What is the P/E ratio of COHN?
COHN trades at a trailing price-to-earnings (P/E) ratio of 2.37. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 0.46.
Does COHN pay a dividend?
Cohen & Company Inc. (COHN) currently offers a dividend yield of 8.95%.
What is the return on equity (ROE) of COHN?
COHN has a return on equity (ROE) of 45.54%.
Is COHN a good stock to buy?
This page provides a data-driven analysis of Cohen & Company Inc. (COHN), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.