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Cohen & Co Inc. (COHN) Stock Fundamental Analysis & AI Rating 2026

COHN NYSE Security Brokers, Dealers & Flotation Companies MD CIK: 0001270436
Updated This Month • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
Combined AI Rating
HOLD
68% Confidence
STRONG AGREEMENT
HOLD
62% Conf
HOLD
74% Conf

📊 COHN Key Takeaways

Revenue: $275.6M
Net Margin: 5.2%
Free Cash Flow: $26.1M
Current Ratio: N/A
Debt/Equity: 0.64x
EPS: $4.35
AI Rating: HOLD with 62% confidence
Cohen & Co Inc. (COHN) receives a HOLD rating with 68% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $275.6M, net profit margin of 5.2%, and return on equity (ROE) of 28.3%, Cohen & Co Inc. demonstrates mixed fundamentals in the Finance sector. Below is our complete COHN stock analysis for 2026.

Is Cohen & Co Inc. (COHN) a Good Investment?

Claude

Cohen & Co demonstrates strong revenue growth (+611.4% YoY) and solid operating profitability with a 21.6% operating margin, but significant concerns around margin compression (net income declined 64% YoY despite massive revenue growth) and weak interest coverage (1.7x) limit conviction. The company shows reasonable free cash flow generation and acceptable leverage, but the disconnect between revenue growth and net income decline suggests operational or cost structure challenges requiring clarification.

ChatGPT

Cohen & Co. shows strong top-line expansion, solid operating profitability, and positive free cash flow generation, which indicates the core business had meaningful momentum in the latest period. However, the sharp decline in net income despite revenue growth, thin net margins, and weak interest coverage suggest that earnings quality and balance-sheet resilience are not strong enough to support a more aggressive rating.

Why Buy Cohen & Co Inc. Stock? COHN Key Strengths

Claude
  • + Exceptional revenue growth of 611.4% YoY indicates strong market demand and business expansion
  • + Strong operating margin of 21.6% demonstrates operational efficiency at the core business level
  • + Healthy free cash flow generation of $26.1M (9.5% FCF margin) provides financial flexibility
  • + Solid ROE of 28.3% indicates efficient use of shareholder capital
  • + Moderate leverage with debt-to-equity ratio of 0.64x suggests conservative capital structure
ChatGPT
  • + Revenue grew 611.4% year over year, indicating a major expansion in business activity
  • + Operating margin of 21.6% and ROE of 28.3% reflect strong core profitability relative to equity
  • + Positive operating cash flow of $27.35M and free cash flow of $26.10M support financial flexibility

COHN Stock Risks: Cohen & Co Inc. Investment Risks

Claude
  • ! Net income declined 64% YoY despite 611.4% revenue growth, indicating severe margin compression and potential cost control issues
  • ! Weak interest coverage ratio of 1.7x provides minimal debt service cushion and limits financial flexibility
  • ! ROA of only 2.1% is concerning given $700.6M in total assets, suggesting inefficient asset utilization or asset quality concerns
  • ! Elevated insider activity (10 Form 4 filings in 90 days) may indicate opportunistic selling or leadership transitions
  • ! High leverage in a broker-dealer sector (liabilities of $597.5M vs equity of $51.1M) increases sensitivity to market dislocations
ChatGPT
  • ! Net income fell 64.0% year over year, showing that revenue growth did not translate into stronger bottom-line results
  • ! Interest coverage of 1.7x indicates limited cushion to service financing costs if operating conditions weaken
  • ! Net margin of 5.2% and ROA of 2.1% suggest modest overall earnings efficiency relative to the asset base

Key Metrics to Watch

Claude
  • * Net margin trajectory and reconciliation of revenue growth vs. net income decline drivers
  • * Interest coverage ratio sustainability and debt service capacity
  • * Asset composition and ROA improvement as company scales
  • * Operating cash flow consistency and working capital management
  • * Insider transaction patterns and any leadership changes
ChatGPT
  • * Net income and net margin conversion versus revenue growth
  • * Interest coverage and operating cash flow sustainability

Cohen & Co Inc. (COHN) Financial Metrics & Key Ratios

Revenue
$275.6M
Net Income
$14.4M
EPS (Diluted)
$4.35
Free Cash Flow
$26.1M
Total Assets
$700.6M
Cash Position
$56.8M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

COHN Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 21.6%
Net Margin 5.2%
ROE 28.3%
ROA 2.1%
FCF Margin 9.5%

COHN vs Finance Sector: How Cohen & Co Inc. Compares

How Cohen & Co Inc. compares to Finance sector averages

Net Margin
COHN 5.2%
vs
Sector Avg 25.0%
COHN Sector
ROE
COHN 28.3%
vs
Sector Avg 12.0%
COHN Sector
Current Ratio
COHN 0.0x
vs
Sector Avg 1.2x
COHN Sector
Debt/Equity
COHN 0.6x
vs
Sector Avg 2.0x
COHN Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Cohen & Co Inc. Stock Overvalued? COHN Valuation Analysis 2026

Based on fundamental analysis, Cohen & Co Inc. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
28.3%
Sector avg: 12%
Net Profit Margin
5.2%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.64x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Cohen & Co Inc. Balance Sheet: COHN Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.64x
Debt/Assets
85.3%
Interest Coverage
1.69x
Long-term Debt
$32.9M

COHN Revenue & Earnings Growth: 5-Year Financial Trend

COHN 5-year financial data: Year 2021: Revenue $146.4M, Net Income -$2.1M, EPS $-1.81. Year 2022: Revenue $146.4M, Net Income $14.2M, EPS $7.66. Year 2023: Revenue $146.4M, Net Income $11.8M, EPS $7.83. Year 2024: Revenue $83.0M, Net Income -$13.4M, EPS $-9.43. Year 2025: Revenue $275.6M, Net Income -$5.1M, EPS $-3.38.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Cohen & Co Inc.'s revenue has grown significantly by 88% over the 5-year period, indicating strong business expansion. The most recent EPS of $-3.38 indicates the company is currently unprofitable.

COHN Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
9.5%
Free cash flow / Revenue

COHN Quarterly Earnings & Performance

Quarterly financial performance data for Cohen & Co Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $31.7M $1.8M $1.12
Q2 2025 $10.8M -$326.0K $-0.20
Q1 2025 $18.6M $329.0K $0.19
Q3 2024 $17.1M -$423.0K $-0.28
Q2 2024 $10.8M -$326.0K $-0.20
Q1 2024 $8.8M $2.0M $1.28
Q3 2023 $17.1M -$423.0K $-0.28
Q2 2023 $8.5M -$1.9M $-1.53

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Cohen & Co Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$27.4M
Cash generated from operations
Capital Expenditures
$1.3M
Investment in assets
Dividends Paid
$2.1M
Returned to shareholders

COHN SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Cohen & Co Inc. (CIK: 0001270436)

📋 Recent SEC Filings

Date Form Document Action
Apr 16, 2026 DEF 14A tm261428-5_def14a.htm View →
Mar 31, 2026 4 xslF345X06/tm2610124-1_4seq1.xml View →
Mar 23, 2026 4 xslF345X06/tm269582-1_4seq1.xml View →
Mar 6, 2026 4 xslF345X05/tm267923-3_4seq1.xml View →
Mar 6, 2026 4 xslF345X05/tm267923-2_4seq1.xml View →

Frequently Asked Questions about COHN

What is the AI rating for COHN?

Cohen & Co Inc. (COHN) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 68% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are COHN's key strengths?

Claude: Exceptional revenue growth of 611.4% YoY indicates strong market demand and business expansion. Strong operating margin of 21.6% demonstrates operational efficiency at the core business level. ChatGPT: Revenue grew 611.4% year over year, indicating a major expansion in business activity. Operating margin of 21.6% and ROE of 28.3% reflect strong core profitability relative to equity.

What are the risks of investing in COHN?

Claude: Net income declined 64% YoY despite 611.4% revenue growth, indicating severe margin compression and potential cost control issues. Weak interest coverage ratio of 1.7x provides minimal debt service cushion and limits financial flexibility. ChatGPT: Net income fell 64.0% year over year, showing that revenue growth did not translate into stronger bottom-line results. Interest coverage of 1.7x indicates limited cushion to service financing costs if operating conditions weaken.

What is COHN's revenue and growth?

Cohen & Co Inc. reported revenue of $275.6M.

Does COHN pay dividends?

Cohen & Co Inc. pays dividends, with $2.1M distributed to shareholders in the trailing twelve months.

Where can I find COHN SEC filings?

Official SEC filings for Cohen & Co Inc. (CIK: 0001270436) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is COHN's EPS?

Cohen & Co Inc. has a diluted EPS of $4.35.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is COHN a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Cohen & Co Inc. has a HOLD rating with 68% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is COHN stock overvalued or undervalued?

Valuation metrics for COHN: ROE of 28.3% (sector avg: 12%), net margin of 5.2% (sector avg: 25%). Higher ROE suggests strong returns relative to peers.

Should I buy COHN stock in 2026?

Our dual AI analysis gives Cohen & Co Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is COHN's free cash flow?

Cohen & Co Inc.'s operating cash flow is $27.4M, with capital expenditures of $1.3M. FCF margin is 9.5%.

How does COHN compare to other Finance stocks?

Vs Finance sector averages: Net margin 5.2% (avg: 25%), ROE 28.3% (avg: 12%), current ratio N/A (avg: 1.2).

Why is COHN's return on equity (ROE) so high?

Cohen & Co Inc. has a return on equity of 28.3%, significantly above the Finance sector average of 12%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 5.2% net margin.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 22, 2026 | Data as of: 2025-12-31 | Powered by Claude AI