| Date | Company Name | Action | Current
Price | Price
Target | Rating | Impact on
Share Price |
|---|
| 11/20/2024 | FNMA Fannie Mae | Downgrade | $3.00 | $2.00 ➝ $3.00 | Outperform ➝ Market Perform | N/A |
| 11/20/2024 | FMCC Federal Home Loan Mortgage | Downgrade | $3.00 | $2.50 ➝ $4.00 | Outperform ➝ Market Perform | N/A |
| 11/20/2024 | OCSL Oaktree Specialty Lending | Lower Price Target | $16.00 | $18.00 ➝ $17.00 | Market Perform ➝ Market Perform | N/A |
| 11/18/2024 | MBI MBIA | Upgrade | $7.00 | $6.50 ➝ $9.00 | Market Perform ➝ Outperform | N/A |
| 11/18/2024 | AGO Assured Guaranty | Boost Price Target | $91.00 | $92.00 ➝ $105.00 | Outperform ➝ Outperform | N/A |
| 11/18/2024 | CIX CI Financial | Boost Price Target | C$24.00 | C$21.00 ➝ C$28.00 | | N/A |
| 11/14/2024 | RSKD Riskified | Lower Price Target | $4.00 | $5.50 ➝ $5.25 | Market Perform ➝ Market Perform | N/A |
| 11/14/2024 | RKT Rocket Companies | Lower Price Target | $14.00 | $20.00 ➝ $16.00 | Market Perform ➝ Market Perform | N/A |
| 11/14/2024 | PTMN Portman Ridge Finance | Lower Price Target | $17.00 | $19.00 ➝ $18.00 | Market Perform ➝ Market Perform | N/A |
| 11/14/2024 | FIHL Fidelis Insurance | Boost Price Target | $20.00 | $25.00 ➝ $26.00 | Outperform ➝ Outperform | N/A |
| 11/13/2024 | AGESY ageas SA/NV | Downgrade | $51.00 | | Moderate Buy ➝ Hold | N/A |
| 11/12/2024 | HMN Horace Mann Educators | Downgrade | $40.00 | $39.00 ➝ $44.00 | Outperform ➝ Market Perform | N/A |
| 11/12/2024 | RNR RenaissanceRe | Lower Price Target | $264.00 | $316.00 ➝ $310.00 | Outperform ➝ Outperform | N/A |
| 11/12/2024 | ONIT Onity Group | Boost Price Target | $30.00 | $40.00 ➝ $45.00 | Outperform ➝ Outperform | N/A |
| 11/12/2024 | JLL Jones Lang LaSalle | Boost Price Target | $256.00 | $280.00 ➝ $292.00 | Market Perform ➝ Market Perform | N/A |
| 11/12/2024 | GPMT Granite Point Mortgage Trust | Boost Price Target | $3.00 | $2.75 ➝ $3.00 | Underperform ➝ Underperform | N/A |
| 11/12/2024 | CMTG Claros Mortgage Trust | Boost Price Target | $6.00 | $6.75 ➝ $7.25 | Underperform ➝ Underperform | N/A |
| 11/12/2024 | AIZ Assurant | Boost Price Target | $221.00 | $194.00 ➝ $212.00 | Market Perform ➝ Market Perform | N/A |
| 11/12/2024 | AIG American International Group | Lower Price Target | $75.00 | $88.00 ➝ $87.00 | Outperform ➝ Outperform | N/A |
| 11/8/2024 | CNA CNA Financial | Boost Price Target | $49.00 | $54.00 ➝ $55.00 | Market Perform ➝ Market Perform | N/A |
| 11/8/2024 | CG The Carlyle Group | Boost Price Target | $51.00 | $51.00 ➝ $55.00 | Market Perform ➝ Market Perform | N/A |
| 11/8/2024 | SQ Block | Boost Price Target | $90.00 | $71.00 ➝ $80.00 | Market Perform ➝ Market Perform | N/A |
| 11/8/2024 | PRTH Priority Technology | Reiterated Rating | $9.00 | $5.00 ➝ $9.00 | Market Perform ➝ Market Perform | N/A |
| 11/8/2024 | PLMR Palomar | Boost Price Target | $108.00 | $117.00 ➝ $120.00 | Outperform ➝ Outperform | N/A |
| 11/8/2024 | NEWT NewtekOne | Reiterated Rating | $14.00 | $13.00 ➝ $15.00 | Market Perform ➝ Market Perform | N/A |
| 11/8/2024 | CPAY Corpay | Boost Price Target | $369.00 | $380.00 ➝ $400.00 | Outperform ➝ Outperform | N/A |
| 11/7/2024 | TPVG TriplePoint Venture Growth BDC | Upgrade | $8.00 | $8.00 ➝ $7.50 | Underperform ➝ Market Perform | N/A |
| 11/7/2024 | LMND Lemonade | Downgrade | $47.00 | $18.00 ➝ $21.00 | Market Perform ➝ Underperform | N/A |
| 11/7/2024 | ACT Enact | Boost Price Target | $34.00 | $43.00 | Buy | N/A |
| 11/7/2024 | HLNE Hamilton Lane | Boost Price Target | $194.00 | $181.00 ➝ $215.00 | Market Perform ➝ Market Perform | N/A |
| 11/7/2024 | BLND Blend Labs | Boost Price Target | $5.00 | $3.25 ➝ $3.85 | Market Perform ➝ Market Perform | N/A |
| 11/7/2024 | AVDX AvidXchange | Boost Price Target | $11.00 | $9.00 ➝ $10.00 | Market Perform ➝ Market Perform | N/A |
| 11/7/2024 | TSLX Sixth Street Specialty Lending | Lower Price Target | $20.00 | $23.00 ➝ $21.50 | Outperform ➝ Outperform | N/A |
| 11/7/2024 | THG The Hanover Insurance Group | Boost Price Target | $162.00 | $164.00 ➝ $170.00 | Market Perform ➝ Market Perform | N/A |
| 11/7/2024 | SSB SouthState | Reiterated Rating | $105.00 | $115.00 ➝ $120.00 | Outperform ➝ Outperform | N/A |
| 11/7/2024 | MKTX MarketAxess | Boost Price Target | $265.00 | $270.00 ➝ $276.00 | Market Perform ➝ Market Perform | N/A |
| 11/7/2024 | JKHY Jack Henry & Associates | Boost Price Target | $171.00 | $180.00 ➝ $190.00 | Market Perform ➝ Market Perform | N/A |
| 11/7/2024 | IBTX Independent Bank Group | Boost Price Target | $63.00 | $69.00 ➝ $72.00 | Outperform ➝ Outperform | N/A |
| 11/6/2024 | DBRG DigitalBridge Group | Downgrade | $12.00 | $17.75 ➝ $14.00 | Outperform ➝ Market Perform | N/A |
| 11/6/2024 | PAYO Payoneer Global | Boost Price Target | $11.00 | $9.00 ➝ $12.00 | Outperform ➝ Outperform | N/A |
| 11/6/2024 | OPAD Offerpad Solutions | Lower Price Target | $4.00 | $3.75 ➝ $3.15 | Market Perform ➝ Market Perform | N/A |
| 11/6/2024 | INVH Invitation Homes | Lower Price Target | $34.00 | $37.00 ➝ $35.00 | Market Perform ➝ Market Perform | N/A |
| 11/6/2024 | AXS AXIS Capital | Boost Price Target | $87.00 | $94.00 ➝ $96.00 | Outperform ➝ Outperform | N/A |
| 11/6/2024 | APO Apollo Global Management | Boost Price Target | $163.00 | $159.00 ➝ $168.00 | Outperform ➝ Outperform | N/A |
| 11/6/2024 | AMH American Homes 4 Rent | Lower Price Target | $38.00 | $39.00 ➝ $38.00 | Market Perform ➝ Market Perform | N/A |
| 11/6/2024 | ALL Allstate | Boost Price Target | $197.00 | $222.00 ➝ $225.00 | Outperform ➝ Outperform | N/A |
| 11/5/2024 | BEN Franklin Resources | Reiterated Rating | $22.00 | $20.00 ➝ $19.00 | Underperform ➝ Underperform | Low |
| 11/5/2024 | BAM Brookfield Asset Management | Boost Price Target | $55.00 | $44.00 ➝ $49.00 | Underperform ➝ Underperform | Medium |
| 11/5/2024 | WTW Willis Towers Watson Public | Boost Price Target | $309.00 | $352.00 ➝ $359.00 | Outperform ➝ Outperform | Low |
| 11/5/2024 | ROOT Root | Reiterated Rating | $105.00 | $82.00 ➝ $90.00 | Outperform ➝ Outperform | Low |
| 11/5/2024 | MTH Meritage Homes | Lower Price Target | $178.00 | $210.00 ➝ $198.00 | Market Perform ➝ Market Perform | Low |
| 11/5/2024 | MQ Marqeta | Lower Price Target | $4.00 | $6.00 ➝ $5.00 | Market Perform ➝ Market Perform | High |
| 11/5/2024 | FIS Fidelity National Information Services | Boost Price Target | $86.00 | $97.00 ➝ $102.00 | Outperform ➝ Outperform | High |
| 11/4/2024 | NWG NatWest Group | Upgrade | $10.00 | | Hold ➝ Moderate Buy | N/A |
| 11/4/2024 | CUBI Customers Bancorp | Downgrade | $54.00 | $57.00 ➝ $52.00 | Outperform ➝ Market Perform | Medium |
| 11/1/2024 | TREE LendingTree | Boost Price Target | $43.00 | $71.00 ➝ $73.00 | Outperform ➝ Outperform | High |
| 11/1/2024 | LAZ Lazard | Boost Price Target | $55.00 | $59.00 ➝ $65.00 | Outperform ➝ Outperform | Low |
| 11/1/2024 | EVBN Evans Bancorp | Boost Price Target | $43.00 | $42.32 ➝ $45.50 | Market Perform ➝ Market Perform | N/A |
| 11/1/2024 | CB Chubb | Boost Price Target | $283.00 | $305.00 ➝ $320.00 | Outperform ➝ Outperform | Medium |
| 11/1/2024 | AX Axos Financial | Boost Price Target | $80.00 | $72.00 ➝ $74.00 | Market Perform ➝ Market Perform | Medium |
| 10/31/2024 | RF Regions Financial | Upgrade | $26.00 | $27.00 ➝ $28.00 | Market Perform ➝ Outperform | Medium |
| 10/29/2024 | BOH Bank of Hawaii | Boost Price Target | $76.00 | $67.00 ➝ $74.00 | Market Perform ➝ Market Perform | Low |
| 10/29/2024 | BHRB Burke & Herbert Financial Services | Lower Price Target | $68.00 | $73.00 ➝ $72.00 | Market Perform ➝ Market Perform | Low |
| 10/29/2024 | AON AON | Boost Price Target | $380.00 | $385.00 ➝ $415.00 | Outperform ➝ Outperform | Low |
| 10/29/2024 | AMP Ameriprise Financial | Boost Price Target | $561.00 | $475.00 ➝ $510.00 | Market Perform ➝ Market Perform | Low |
| 10/29/2024 | MPB Mid Penn Bancorp | Boost Price Target | $31.00 | $34.00 ➝ $37.00 | Outperform ➝ Outperform | Low |
| 10/29/2024 | HTBI HomeTrust Bancshares | Reiterated Rating | $37.00 | $38.00 ➝ $39.00 | Outperform ➝ Outperform | Low |
| 10/29/2024 | HIG The Hartford Financial Services Group | Boost Price Target | $118.00 | $133.00 ➝ $135.00 | Outperform ➝ Outperform | Low |
| 10/29/2024 | GL Globe Life | Boost Price Target | $109.00 | $120.00 ➝ $125.00 | Outperform ➝ Outperform | Low |
| 10/29/2024 | CINF Cincinnati Financial | Boost Price Target | $152.00 | $152.00 ➝ $156.00 | Outperform ➝ Outperform | Low |
| 10/29/2024 | CCB Coastal Financial | Boost Price Target | $75.00 | $70.00 ➝ $75.00 | Outperform ➝ Outperform | High |
| 10/29/2024 | CBRE CBRE Group | Boost Price Target | $132.00 | $125.00 ➝ $138.00 | Market Perform ➝ Market Perform | Low |
| 10/29/2024 | BOW Bowhead Specialty | Boost Price Target | $35.00 | $30.00 ➝ $33.00 | Market Perform ➝ Market Perform | Low |
| 10/29/2024 | WSFS WSFS Financial | Reiterated Rating | $57.00 | $58.00 ➝ $54.00 | Market Perform ➝ Market Perform | Low |
| 10/29/2024 | MYFW First Western Financial | Lower Price Target | $21.00 | $24.00 ➝ $23.00 | Outperform ➝ Outperform | High |
| 10/24/2024 | VBTX Veritex | Downgrade | $29.00 | | Outperform ➝ Market Perform | Low |
| 10/22/2024 | ZION Zions Bancorporation, National Association | Boost Price Target | $59.00 | $53.00 ➝ $56.00 | Market Perform ➝ Market Perform | Medium |
| 10/22/2024 | WRB W. R. Berkley | Lower Price Target | $61.00 | $59.00 ➝ $58.00 | Market Perform ➝ Market Perform | Low |
| 10/22/2024 | TRV Travelers Companies | Boost Price Target | $257.00 | $245.00 ➝ $273.00 | Market Perform ➝ Market Perform | Low |
| 10/22/2024 | MMC Marsh & McLennan Companies | Boost Price Target | $222.00 | $209.00 ➝ $212.00 | Underperform ➝ Underperform | Low |
| 10/22/2024 | MCBS MetroCity Bankshares | Boost Price Target | $33.00 | $32.00 ➝ $34.00 | Market Perform ➝ Market Perform | Medium |
| 10/22/2024 | BCBP BCB Bancorp | Boost Price Target | $13.00 | $13.25 ➝ $13.50 | Market Perform ➝ Market Perform | Low |
| 10/21/2024 | INDB Independent Bank | Boost Price Target | $71.00 | $62.00 ➝ $65.00 | Market Perform ➝ Market Perform | Medium |
| 10/21/2024 | WAFD WaFd | Reiterated Rating | $36.00 | $40.00 ➝ $40.00 | Outperform ➝ Market Perform | High |
| 10/16/2024 | SCHW Charles Schwab | Boost Price Target | $80.00 | $76.00 ➝ $81.00 | Outperform ➝ Outperform | Low |
| 10/16/2024 | PGR Progressive | Boost Price Target | $257.00 | $280.00 ➝ $290.00 | Outperform ➝ Outperform | Medium |
| 10/16/2024 | PNC The PNC Financial Services Group | Boost Price Target | $204.00 | $180.00 ➝ $182.00 | Underperform ➝ Underperform | Medium |
| 10/16/2024 | GS The Goldman Sachs Group | Boost Price Target | $581.00 | $555.00 ➝ $570.00 | Outperform ➝ Outperform | Low |
| 10/16/2024 | FBK FB Financial | Boost Price Target | $54.00 | $48.00 ➝ $50.00 | Market Perform ➝ Market Perform | High |
| 10/16/2024 | BAC Bank of America | Boost Price Target | $46.00 | $48.00 ➝ $50.00 | Outperform ➝ Outperform | Low |
| 10/16/2024 | TFC Truist Financial | Boost Price Target | $46.00 | $48.00 ➝ $49.00 | Overweight ➝ Overweight | Low |
| 10/16/2024 | BWFG Bankwell Financial Group | Reiterated Rating | $32.00 | $34.00 ➝ $34.00 | Outperform ➝ Outperform | Low |
| 10/15/2024 | APPF AppFolio | Downgrade | $231.00 | $255.00 ➝ $193.00 | Market Perform ➝ Underperform | High |
| 10/15/2024 | SCHW Charles Schwab | Lower Price Target | $80.00 | $80.00 ➝ $76.00 | Overweight ➝ Overweight | High |
| 10/10/2024 | LC LendingClub | Upgrade | $15.00 | $11.50 ➝ $15.00 | Market Perform ➝ Outperform | High |
| 10/10/2024 | AMP Ameriprise Financial | Upgrade | $561.00 | | Hold ➝ Strong-Buy | Low |
| 10/3/2024 | RGA Reinsurance Group of America | Upgrade | $227.00 | | Moderate Buy ➝ Strong-Buy | High |
| 10/2/2024 | BOH Bank of Hawaii | Upgrade | $76.00 | $60.00 ➝ $67.00 | Underperform ➝ Market Perform | High |
| 10/2/2024 | CVBF CVB Financial | Upgrade | $23.00 | $20.00 ➝ $22.00 | Market Perform ➝ Outperform | High |
| 10/2/2024 | HAFC Hanmi Financial | Upgrade | $25.00 | $20.00 ➝ $22.00 | Market Perform ➝ Outperform | High |
