Cohen & Company Inc is classed by the SEC under Security Brokers, Dealers & Flotation Companies (industry code 6211), based in Philadelphia, PA. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $276 million and a profit of $14 million (its filed statements).
Brokerage businessSecurity Brokers, Dealers & Flotation CompaniesPhiladelphia, PAfilings since 20039 of 9 filed
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a brokerage business: prior from its industry code (SEC 6211, Security Brokers, Dealers & Flotation Companies); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 5.8 out of ten, 9 of 9 metrics filed: past 4.9 out of ten, present 5.4 out of ten, future 7.1 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 6.7 out of ten. No warning events in its filings since 2017. 67th percentile among 30 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 2.9 out of ten. +19.5% a year over 10 filed years; profitable in 5 of 10. 29th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 4.2 out of ten. Share count grew 61.5% a year. 63% of cash flow returned. Insiders: 4 sales, 0 purchases. 42nd percentile among 26 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Financial health (present): 4.4 out of ten. ROE 28%: 28¢ of profit per shareholder dollar. Leverage 93%: owes 93¢ per asset dollar. 44th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 4.5 out of ten. bottom 45% of 29 in its family; net margin 5.2%. 45th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 8.8 out of ten. top 12% of 18 in its family for leadership; chief executive since 2019. 88th percentile among 18 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
Room to expand (future): 3.6 out of ten. bottom 36% of 29 in its family for room to expand. 36th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 8.7 out of ten. top 13% of 29 in its family for growth drivers. 87th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 8.9 out of ten. top 11% of 25 in its family for expectations against reality. 89th percentile among 25 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-03-06 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-03 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-03 (on EDGAR). Newest filing: Form 8-K, 2026-08-31. Filings on record since 2003. Read from EDGAR 2026-10-12.
Where the revenue comes from
By geography: United States 96%, Outside the United States 4%. As tagged in its annual report (Form 10-K, filed 2026-03-06).
Who runs it
Brafman, Lester Raymond (Chief Executive Officer); Cohen, Daniel G (Executive Chairman); Pooler, Joseph W. Jr. (EVP, CFO and Treasurer); Listman, Douglas (Chief Accounting Officer); Dimaio, Jack J. Jr. (director); Dawson, G Steven (director); Haraburda, Jack (director); Liberto, Diana Louise (director). 8 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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