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PRESS-RELEASE ·Filed Aug 3, 2026

COHN

Cohen & Company Inc.
BULLISH
Impact 6/10
Horizondays Processed2mo ago WireGlobeNewswire
Press release · Earnings
Actionable Insight ▲ Bullish

Monitor the conference call for guidance and pipeline commentary, and watch for any insider selling following the beat.

DirectionBullish
Confidencemedium
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
COHN ▼ -35.90% at T+60d
LONG call ✗ call lost -35.90% · α vs SPY -37.68% · entry $14.47 → $9.28
Entry = T+0 close
Aug 3, 2026
via day close
T+1d
-13.48%
call -13.48% · α -15.28%
$12.52
settled 3mo ago
T+5d
-19.42%
call -19.42% · α -21.45%
$11.66
settled 3mo ago
T+20d
-22.67%
call -22.67% · α -23.91%
$11.19
settled 8w ago
T+60d
-35.90%
call -35.90% · α -37.68%
$9.28
settled 14h ago

Price Chart

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Executive Summary

Cohen & Company reported Q2 2026 GAAP EPS of $0.94, beating the $0.42 consensus by 123.8%. Revenue of $69.5M was 72.5% above the $40.3M estimate, driven by strong investment banking and new issue revenue of $54.1M. The board declared a $0.25 quarterly dividend.

Key Financial Metrics

EPS
$0.94
est $0.42 · +123.8%
Revenue
$69.5M
est $40.3M · +72.5% · +16.1% YoY
Rating
strong beat

Key Facts

  • GAAP EPS of $0.94 beat consensus of $0.42 by 123.8%
  • Revenue of $69.5M beat consensus of $40.3M by 72.5%
  • Investment banking and new issue revenue surged to $54.1M, up 22.5% QoQ and 22.5% YoY
  • Board declared a quarterly dividend of $0.25 per share
  • Total equity increased to $109.3M from $103.1M at year-end 2025
  • Adjusted pre-tax income was $10.1M, or $1.62 per diluted share

Financial Impact

EPS beat of $0.52 (123.8%) on consensus of $0.42; revenue beat of $29.2M (72.5%) on consensus of $40.3M

epsrevenueinvestment banking revenuedividend

Risk Factors

  • Small market cap ($33M) makes stock volatile and susceptible to large swings
  • Quarterly results are inherently volatile for a boutique investment bank focused on SPACs
  • Loss from equity method affiliates of $3.0M, primarily from Columbus Circle Capital Corp II

Market Snapshot

Exchange
NYSE
Sector
Security Brokers, Dealers & Flotation Companies

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3337441
10 reports for COHN
Performance horizon
25% Hit rate @ T+60 1 of 4 directional calls Went positive at some point 2 of 4 best @ T+60▲ +2.13%Jun 3, 2026
Filters
Rows
Reports for COHN — sortable, filterable
TypeNow
Aug 31, 2026
8w ago
8-K
NEUTRAL ★ 4/10
$11.23awaiting T+60—$9.34 (−16.83%)
Aug 3, 2026
12w ago
8-K
BULLISH ★ 6/10
$14.47 $9.28▼ −35.90%▼ −37.68%$9.34 (−35.45%)
Aug 3, 2026
12w ago
Press Release
BULLISH ★ 6/10
$14.47 $9.28▼ −35.90%▼ −37.68%$9.34 (−35.45%)
Jun 30, 2026
17w ago
8-K
NEUTRAL ★ 3/10
$13.59 $10.11▼ −25.64%▼ −28.52%$9.34 (−31.27%)
Jun 22, 2026
18w ago
8-K
NEUTRAL ★ 3/10
$12.06 $10.00▼ −17.08%▼ −20.33%$9.34 (−22.55%)
Jun 3, 2026
20w ago
EFFECT
BEARISH ★ 6/10
$11.29 $11.05▲ +2.13%▲ +4.62%$9.34 (+17.27%)
May 18, 2026
23w ago
S-3
BEARISH ★ 6/10
$11.00 $11.97▼ −8.82%▼ −2.53%$9.34 (+15.09%)
May 1, 2026
25w ago
Press Release
NEUTRAL ★ 5/10
$18.42 $13.62▼ −26.09%▼ −29.16%$9.34 (−49.29%)
Mar 6, 2026
33w ago
Press Release
BULLISH ★ 8/10
$18.70 $11.54▼ −38.30%▼ −51.08%$9.34 (−50.06%)
Mar 4, 2026
33w ago
Press Release
NEUTRAL ★ 2/10
$13.72 $11.54▼ −15.91%▼ −27.21%$9.34 (−31.95%)
Showing 10 of 10

US Market Status

Market Closed — Opens Thu (11h 46m)

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Report published Aug 3, 2026