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Cohen & Company Inc (COHN)
XASE:COHN
Earnings Data
Report Date
Apr 30, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.19Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented strong operational and financial momentum: materially higher full-year revenue (+246% YoY), substantial CCM deal activity and market leadership in SPAC/de‑SPAC transactions, improved profitability and adjusted pretax income, and meaningful shareholder returns via dividends. Offsetting items include elevated compensation and one-time expenses tied to founder shares and SPAC sponsor accounting, losses from equity affiliates, sequential volatility in investment banking revenue, and concentration risk in the SPAC business. On balance, the highlights — including large YoY growth, improved profitability, and market leadership — outweigh the lowlights, though the results carry some volatility and concentration-related risk.Company Guidance
Record Full-Year Revenue and Large YoY Growth
Total revenue for fiscal 2025 was $275,600,000, an increase of 246% from 2024.
Strong Adjusted Pretax Income and Margin
Adjusted pretax income for full year 2025 was $41,400,000, representing 15% of total revenue.
Significant Contribution from Cohen & Company Capital Markets (CCM)
CCM closed $43,000,000,000 in transactions in 2025 and generated approximately $180.2M in revenue for the year (reported as a 370% increase from 2024); CCM represented 67% of company revenue for the full year.
Return to Quarterly Profitability and Improved Quarterly Metrics
Net income attributable to shareholders in the quarter was $8,100,000 (or $1.48 per diluted share), versus a net loss of $2,000,000 in the prior-year quarter. Adjusted pretax income for the quarter was $18,300,000 compared with an adjusted pretax loss of $7,700,000 in the prior-year quarter.
Investment Banking and New Issue Revenue Growth YoY
Investment banking and new issue revenue was $55,000,000 in the fourth quarter and $8,200,000 in the prior-year quarter, reflecting strong year-over-year growth driven largely by SPAC M&A and SPAC IPO activity.
Growth in Trading and Asset Management Revenue
Net trading revenue for the quarter was $13,800,000 (up $300,000 sequentially and up $4,900,000 YoY). Asset management revenue for the quarter was $2,700,000 (up $700,000 sequentially and $600,000 YoY).
Material Principal Transaction Gain from SPAC Business Combination
Fourth quarter principal transactions and other revenue was +$31,500,000, primarily due to the Columbus Circle Capital Corp I / ProCap Financial business combination which produced a $33,000,000 markup event in the quarter.
Shareholder Returns and Capital Allocation
Board declared a recurring quarterly dividend of $0.25 per share and a special dividend of $0.70 per share payable April 3, 2026; these are in addition to a $2.00 per share special dividend announced in December 2025 and paid in January 2026.
Balance Sheet and Equity Improvement
Total equity at year-end was $103,100,000 (up from $90,300,000 a year earlier). Enterprise equity excluding non-convertible non-controlling interest increased to $102,600,000 from $78,800,000, a $23,800,000 increase year-over-year.
Revenue Per Employee and Headcount Growth
Revenue per employee finished 2025 at $2,300,000. Company headcount increased to 126 (from 113 a year earlier). Investment bank headcount was 28 at year-end with anticipated growth of ~5 in 2026.
COHN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
COHN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 06, 2026 | $14.53 | $19.80 | +36.23% |
Nov 04, 2025 | $8.59 | $9.46 | +10.11% |
Jul 31, 2025 | $10.00 | $10.46 | +4.57% |
May 01, 2025 | $7.48 | $7.65 | +2.25% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Cohen & Company Inc (COHN) report earnings?
Cohen & Company Inc (COHN) is schdueled to report earning on Apr 30, 2026, TBA (Confirmed).
What is Cohen & Company Inc (COHN) earnings time?
Cohen & Company Inc (COHN) earnings time is at Apr 30, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is COHN EPS forecast?
Currently, no data Available