COHN — Cohen & Company Inc

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates COHN Bullish with a Setup Score of 57, net conviction 33, actionability 97. How the Setup Score works →

Total Setup Score57
Directional BiasBullish
Net Conviction33
Actionability97 (in range)

Key signals behind this score

About Cohen & Company Inc

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. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$11.00
Market Cap$36.8M
Float2.0M
Shares Outstanding3.2M
P/E (Forward)8.15
P/E (TTM)2.42
Price/Sales (TTM)0.12
Profit Margin5.75%
Operating Margin (TTM)16.28%
Revenue (TTM)$309M
Earnings Growth (YoY)15.80%
Dividend Rate1.0%

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $130M $14.2M $70.2M $39.8M
2021 $146M $11.8M $61.3M $78.1M
2022 $44.4M -$13.4M -$5.9M -$48.3M
2023 $83.0M -$5.1M $30.9M $23.0M
2024 $79.6M -$129,000 $23.2M $2.6M
2025 $278M $14.4M $261M $46.1M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $84.2M $4.6M
Dec 2025 $103M $8.1M
Mar 2026 $57.9M $1.5M
Jun 2026 $69.5M $7.9M

Ownership & Float

Insider Ownership20.3%
Institutional Ownership6.5%
Short Float0.9%
% of All Funds Holding0.16%
Number of Funds Holding14

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$12.71Near-term / short-term trend
Weekly40-Week SMA$15.76Medium-term trend
Weekly80-Week SMA$12.86Cyclical trend (business cycle)
Weekly200-Week SMA$9.93Secular trend (multi-year)
Monthly10-Month SMA$15.95Near-term monthly trend
Monthly20-Month SMA$12.90Medium-term monthly trend
Monthly40-Month SMA$10.26Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$22.30 resistance 1.40x 2 months ago
$23.50 resistance 3.32x 6 months ago
$9.90 support 3.20x 8 months ago

Historical Earnings Reactions (90 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.19% 0.00% 38.89% 16.00% -23.12%
1 Day -0.17% -0.57% 34.44% 37.60% -21.95%
1 Week -1.00% -0.89% 42.22% 59.01% -34.39%
2 Weeks -2.29% -1.29% 46.67% 48.77% -43.00%
1 Month -1.53% -2.93% 44.94% 98.06% -41.18%

Next earnings: October 22, 2026 (57 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan7.7%68.2%22
Feb0.7%36.4%22
Mar-4.7%45.5%22
Apr4.6%47.8%23
May-5.9%34.8%23
Jun4.0%34.8%23
Jul1.5%47.8%23
Aug7.5%50.0%22
Sep-3.9%36.4%22
Oct-4.5%40.9%22
Nov-0.1%40.9%22
Dec-2.0%50.0%22

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.35% 39.8% 1057
Tuesday -0.01% 43.9% 1159
Wednesday 0.28% 42.7% 1159
Thursday 0.07% 42.4% 1138
Friday 0.17% 43.4% 1130

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 6.5%

Insider Transactions — Smart Summary

Total insider ownership: 20.3%

12-Month Insider Activity Summary

Total Filings3
Net Value-$218,788.722
Net Shares Change249,387
% of Float12.8%
C-Suite Filings2
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
COLUMBUS CIRCLE 3 SPONSOR Corp LLC +$2.6M 1 1 buy
Pooler Joseph W. Jr. EVP, CFO and Treasurer -$218,788.722 2 2 sell

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-08-07 Pooler Joseph W. Jr. EVP, CFO and Treasurer -$102,966.583 Transaction at $11.71, now -6.0%
2026-07-13 COLUMBUS CIRCLE 3 SPONSOR Corp LLC +$2.6M Transaction at $10.00, now +10.0%
2026-03-23 Pooler Joseph W. Jr. EVP, CFO and Treasurer -$115,822.139 Transaction at $16.99, now -35.2%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Cohen & Company Inc (COHN) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for COHN on Trend Edge →