Cohen & Company (COHN) Q2 FY26 earnings call

Cohen & Company delivered a robust second quarter, primarily fueled by strong performance in its Capital Markets division, particularly in SPAC and de-SPAC transactions. The company continues to leverage its expertise in this niche, with significant milestones achieved in its sponsored SPACs. Management expressed confidence in future earnings potential and its commitment to stockholder value through its dividend policy, with no significant macro headwinds impacting deal pacing.