Highest-materiality recent filing
Cohen & Company Q2 net income $3.6M ($0.94/diluted); revenue $69.5M; declares $0.25 dividend
Q2 2026 revenue $69.5M, up 16% from $57.9M prior quarter and 16% from $59.9M prior year quarter.
Cohen & Company subsidiary leads $230M SPAC IPO for Columbus Circle Capital Corp. III
CCM acted as lead underwriter for SPAC Columbus Circle Capital Corp. III IPO of 23M units at $10/unit, gross proceeds $230M.
Cohen & Co. SPAC Columbus Circle II signs deal to acquire drone developer Elroy Air
SPAC Columbus Circle Capital Corp. II (CMIIU) entered a definitive agreement to acquire Elroy Air, an autonomous heavy-cargo drone developer.
Cohen & Co Securities extends $15M loan facility to June 2028; raises net worth covenant to $80M
Revolving credit facility with Byline Bank extended from June 18, 2026 to June 18, 2028; total commitment remains $15M.
Cohen & Co. shareholders approve LTIP share increase from 2.5M to 4.5M plus evergreen
All five director nominees (Daniel G. Cohen, G. Steven Dawson, Jack J. DiMaio Jr., Jack Haraburda, Diana Louise Liberto) elected.
Cohen & Company posts investor presentation on website; no material new disclosures
Presentation posted May 27, 2026, on company website; dated May 26, 2026.
Cohen & Co posts Q1 net income $1.5M ($0.42/diluted), revenue $57.9M; declares $0.25 dividend
Net income attributable to Cohen & Company Inc. was $1.5M, or $0.42 per diluted share, vs $8.1M in Q4 2025 and $0.3M in Q1 2025.
Full year revenue $275.6M, up 246% YoY; net income attributable $14.4M ($4.35 diluted EPS) vs loss of $0.1M in 2024.
Cohen & Co. amends operating agreement to permit LTIP profits interests for equity compensation
Second Amended and Restated LLC Agreement permits issuance of LTIP Units as profits interests for U.S. federal tax purposes.
Cohen & Co. enters ATM equity distribution agreement for up to $75M common stock
Agreement with Northland Capital Markets and Cohen Securities as sales agents for at-the-market offerings.
Cohen & Company's SPAC Columbus Circle Capital Corp. II closes $230M IPO
SPAC sold 23M units at $10.00/unit for $230M gross proceeds; includes full exercise of over-allotment.
Cohen & Co declares special $2.00/share cash dividend payable Jan 22, 2026
Special cash dividend of $2.00 per share declared by Board of Directors.
Business combination between SPAC Columbus Circle Capital Corp I and ProCap BTC closed Dec 5, 2025.
Cohen & Company reports Q3 2025 revenue of $84.2M, net income $4.6M, declares $0.25 dividend
Revenue of $84.2M vs $31.7M in Q3 2024; new issue and advisory revenue surged to $228.0M from $21.4M.
Final closing on Sept 5, 2025, transferred Alesco III, IV, and VI CDO agreements for $2,022,403 after purchase price reductions.
Cohen & Company Q2 2025 net income $1.4M ($0.81/dil share); revenue $59.9M vs $10.8M a year ago
Revenue of $59.9M up from $10.8M in Q2 2024; new issue & advisory from CCM $37.4M vs $6.5M prior year.
Cohen & Co subsidiary completes sale of CDO management agreements for two funds for $837k
Closed sale of all rights under CDO Agreements for Alesco Preferred Funding V, Ltd. and VIII, Ltd.
Cohen & Co. affiliate SPAC signs $751.5M bitcoin-focused business combination with ProCap
Columbus Circle Capital I (CCCMU) entered definitive agreement to combine with ProCap Financial and ProCap BTC.
Cohen & Co subsidiary extends $15M loan maturity to June 2026, reduces net capital covenant to $30M
J.V.B. Financial Group, LLC (Cohen & Co subsidiary) amended credit facility with Byline Bank.
Cohen & Company stockholders approve all proposals at 2025 annual meeting
Directors elected: Daniel G. Cohen, G. Steven Dawson, Jack J. DiMaio Jr., Jack Haraburda, Diana Louise Liberto.
Cohen & Company's SPAC IPO of Columbus Circle raises $250M
Columbus Circle Capital Corp. I (NASDAQ: CCCMU) sold 25M units at $10/unit for $250M gross proceeds.
Cohen & Co Q1 net income $329k; revenue $28.7M; declares $0.25 dividend
Net income attributable to Cohen & Co Inc. was $329k ($0.19/dil) vs loss of $1.95M in Q4 2024 and income $2.02M in Q1 2024.
Cohen & Co. sells management rights for five Alesco CDOs to Hildene affiliate for $3.5M
Cohen & Co. subsidiary agrees to sell collateral management agreements for five Alesco Preferred Funding CDOs.
Cohen & Company Q4 2024 net loss of $1.95M ($1.21/sh), revenue falls to $18.5M
Q4 net loss attributable to Cohen & Company of $1.95M ($1.21 diluted EPS) vs Q3 income $2.15M ($1.31) and Q4 2023 income $4.55M ($2.97).
Cohen & Co. posts Q3 net income of $2.2M vs year-ago loss; revenue jumps 85% YoY
Net income $2.2M ($1.31 diluted EPS) vs net loss of $0.4M ($0.28 loss) in Q3 2023.
Cohen & Co redeems $7.7M board-affiliated investment with cash and note at 12%
Paid $2,572,963 cash and issued $5,145,927 senior promissory note at 12% interest to JKD Capital Partners I LTD.
Cohen & Co Q2 2024 net loss $2.3M; declares $0.25 dividend
Net loss of $2.3M ($1.47 per diluted share) vs $2.0M income in Q1 and $6.6M loss in Q2 2023.
J.V.B. Financial Group extends $15M revolving credit facility maturity to June 18, 2025
Second Amendment extends maturity and borrowing termination date of $15M loan from June 18, 2024 to June 18, 2025.
Cohen & Co shareholders elect all five directors at 2024 annual meeting
All five nominees (Daniel Cohen, G. Steven Dawson, Jack DiMaio, Jack Haraburda, Diana Liberto) elected with over 3.1M votes each.
Cohen & Company reports Q1 2024 net income of $2M, revenue surges to $18.6M
Net income attributable to Cohen & Company Inc. of $2.0M ($1.28 diluted EPS) vs loss of $2.6M ($1.77 loss) a year ago.
Cohen & Company Q4 net income $4.5M ($2.97/diluted share); declares $0.25 quarterly dividend
Q4 net income attributable to Cohen & Company of $4.5M, vs net loss of $0.4M in Q3 2023 and net loss of $3.0M in Q4 2022.
Cohen & Company amends junior subordinated notes to replace LIBOR with SOFR
Supplemental Indenture changes benchmark from LIBOR to SOFR on $28.995M notes, effective July 1, 2023.
Operating subsidiary Cohen & Company, LLC amended $4.5M senior promissory note held by JKD Capital Partners I LTD (owned by director Jack DiMaio).
Cohen & Co. adopts NOL poison pill triggered at 4.95% ownership
Section 382 Rights Agreement executed Jan 2, 2024 with Computershare as rights agent.
Cohen & Co subsidiary extends $15M loan maturity to June 2024
Loan maturity and borrowing termination date extended to June 18, 2024, from December 21, 2023.
Cohen & Company Q3 net loss $0.4M; records $6.8M investment write-down; maintains dividend
Net loss attributable to Cohen of $0.4M ($0.28 per diluted share) for Q3 2023, vs. $6.6M loss in Q2 2023 and $0.9M loss in Q3 2022.
Cohen & Co. enters $75M ATM equity distribution agreement with Northland Capital Markets
Up to $75M of common stock may be sold at-the-market through Northland Capital Markets under the new agreement.
Cohen & Co Q2 net loss $6.6M ($4.34/share); revenue $22.6M improves on principal transactions
Net loss attributable to Cohen & Co of $6.6M, or $4.34 per diluted share, vs loss of $2.6M ($1.77) in Q1 2023 and $1.9M ($1.53) in Q2 2022.
Cohen & Co amends loan with Byline Bank: commitment cut to $15M, net worth covenant lowered to $70M
Broker-dealer subsidiary J.V.B. Financial Group entered Third Amended and Restated Loan Agreement; loan commitment reduced from $25M to $15M.
Cohen & Co. stockholders elect all director nominees and ratify Grant Thornton as auditor
Five directors elected: Daniel G. Cohen, G. Steven Dawson, Jack J. DiMaio Jr., Jack Haraburda, Diana Louise Liberto.
Cohen & Co Q1 net loss narrows to $2.6M; revenue $8.8M; dividend $0.25/share
Net loss attributable to Cohen & Co Inc. $2.6M ($1.77/diluted share) vs $7.6M loss a year ago.
Cohen & Co posts Q4 net loss of $3.0M ($2.10/sh); revenue down 54% YoY
Net loss attributable to Cohen & Company Inc. of $3.0M, or $2.10 per diluted share, vs net income of $4.2M in Q4 2021.
Cohen & Co amends $25M revolver with Byline Bank, extends maturity to Dec 2024, switches to SOFR
$25M revolving credit line for subsidiary J.V.B. Financial Group; maturity extended to Dec 21, 2024.
INSU Acquisition Corp. III to liquidate; Cohen & Co expects $960K loan loss in Q4 2022
INSU Acquisition Corp. III will dissolve and liquidate by Dec 22, 2022; redeeming Class A shares at ~$10.09/share.
Cohen & Company reports Q3 2022 adjusted pre-tax income of $2.2M; declares $0.25 dividend
Net loss attributable to Cohen of $0.9M ($0.64 diluted loss); adjusted pre-tax income $2.2M ($0.41 diluted).
Cohen & Co. Q2 net loss $1.9M; revenues $9.2M; declares $0.25 dividend
Net loss attributable to Cohen & Co. of $1.9M ($1.53/diluted share) vs net income of $1.7M in Q2 2021.
Cohen & Co shareholders approve 700,000 share increase to LTIP plan, reelect directors
Shareholders approved Amendment No. 2 to 2020 LTIP, increasing authorized shares from 1.2M to 1.9M.
Daniel G. Cohen becomes Executive Chairman of Cohen & Company Inc. and its operating LLC, effective May 24, 2022.
Cohen & Co reports Q1 net loss $7.6M, adjusted pre-tax loss $18.6M; corrects prior release
Net loss $7.6M ($5.46/diluted share) vs Q4 2021 net income $4.2M ($2.43/share).
Cohen & Company Q1 net loss $7.6M; revenue negative $0.7M on SPAC mark-to-market losses
Net loss attributable to Cohen & Company Inc. of $7.6M ($5.46 diluted EPS) vs net income $9.4M ($6.98) in Q1 2021.
to provide that, effective as of the Effective Date, (i) Mr. Cohen will serve as the Executive Chairman of the Company’s Board of Directors and the Executive Chairman of the Operating LLC’s Board of Managers;
Max materiality 0.85 · Median 0.60 · Most common event earnings