| Date | Company Name | Action | Current
Price | Price
Target | Rating | Impact on
Share Price |
|---|
| 12/20/2024 | ARES Ares Management | Upgrade | $176.00 | $166.00 ➝ $202.00 | Market Perform ➝ Outperform | N/A |
| 12/20/2024 | EVR Evercore | Upgrade | $276.00 | $269.00 ➝ $339.00 | Market Perform ➝ Outperform | N/A |
| 12/20/2024 | MC Moelis & Company | Upgrade | $74.00 | $71.00 ➝ $86.00 | Market Perform ➝ Outperform | N/A |
| 12/20/2024 | TW Tradeweb Markets | Upgrade | $133.00 | $143.00 ➝ $150.00 | Market Perform ➝ Outperform | N/A |
| 12/20/2024 | LAZ Lazard | Downgrade | $52.00 | $65.00 ➝ $57.00 | Outperform ➝ Market Perform | N/A |
| 12/20/2024 | BAM Brookfield Asset Management | Boost Price Target | $54.00 | $49.00 ➝ $57.00 | Underperform ➝ Underperform | N/A |
| 12/20/2024 | APO Apollo Global Management | Boost Price Target | $171.00 | $168.00 ➝ $196.00 | Outperform ➝ Outperform | N/A |
| 12/20/2024 | HLI Houlihan Lokey | Boost Price Target | $174.00 | $171.00 ➝ $172.00 | Market Perform ➝ Market Perform | N/A |
| 12/20/2024 | COIN Coinbase Global | Boost Price Target | $279.00 | $165.00 ➝ $275.00 | Market Perform ➝ Market Perform | N/A |
| 12/20/2024 | CME CME Group | Boost Price Target | $239.00 | $237.00 ➝ $260.00 | Market Perform ➝ Market Perform | N/A |
| 12/20/2024 | CBOE Cboe Global Markets | Boost Price Target | $192.00 | $217.00 ➝ $220.00 | Market Perform ➝ Market Perform | N/A |
| 12/20/2024 | BX Blackstone | Boost Price Target | $171.00 | $169.00 ➝ $175.00 | Market Perform ➝ Market Perform | N/A |
| 12/20/2024 | IBKR Interactive Brokers Group | Boost Price Target | $176.00 | $152.00 ➝ $190.00 | Market Perform ➝ Market Perform | N/A |
| 12/20/2024 | HOOD Robinhood Markets | Boost Price Target | $38.00 | $24.00 ➝ $38.00 | Market Perform ➝ Market Perform | N/A |
| 12/20/2024 | HLNE Hamilton Lane | Lower Price Target | $151.00 | $215.00 ➝ $167.00 | Market Perform ➝ Market Perform | N/A |
| 12/20/2024 | SCHW Charles Schwab | Boost Price Target | $74.00 | $81.00 ➝ $93.00 | Outperform ➝ Outperform | N/A |
| 12/20/2024 | RJF Raymond James | Boost Price Target | $155.00 | $143.00 ➝ $170.00 | Market Perform ➝ Market Perform | N/A |
| 12/20/2024 | PJT PJT Partners | Boost Price Target | $155.00 | $151.00 ➝ $159.00 | Market Perform ➝ Market Perform | N/A |
| 12/20/2024 | OWL Blue Owl Capital | Boost Price Target | $23.00 | $22.00 ➝ $26.00 | Market Perform ➝ Market Perform | N/A |
| 12/20/2024 | NDAQ Nasdaq | Boost Price Target | $78.00 | $86.00 ➝ $91.00 | Outperform ➝ Outperform | N/A |
| 12/20/2024 | MKTX MarketAxess | Lower Price Target | $230.00 | $276.00 ➝ $255.00 | Market Perform ➝ Market Perform | N/A |
| 12/20/2024 | LPLA LPL Financial | Boost Price Target | $328.00 | $325.00 ➝ $390.00 | Outperform ➝ Outperform | N/A |
| 12/20/2024 | LEN Lennar | Lower Price Target | $138.00 | $210.00 ➝ $170.00 | Outperform ➝ Outperform | N/A |
| 12/20/2024 | KKR KKR & Co. Inc. | Boost Price Target | $148.00 | $163.00 ➝ $170.00 | Outperform ➝ Outperform | N/A |
| 12/20/2024 | IVZ Invesco | Lower Price Target | $17.00 | $19.00 ➝ $18.00 | Market Perform ➝ Market Perform | N/A |
| 12/20/2024 | TROW T. Rowe Price Group | Boost Price Target | $116.00 | $114.00 ➝ $116.00 | Market Perform ➝ Market Perform | N/A |
| 12/20/2024 | TPG TPG | Boost Price Target | $65.00 | $62.00 ➝ $70.00 | Market Perform ➝ Market Perform | N/A |
| 12/20/2024 | SEIC SEI Investments | Boost Price Target | $83.00 | $76.00 ➝ $86.00 | Market Perform ➝ Market Perform | N/A |
| 12/19/2024 | FHN First Horizon | Boost Price Target | $20.00 | $23.00 ➝ $24.00 | Market Perform ➝ Market Perform | N/A |
| 12/17/2024 | MOFG MidWestOne Financial Group | Upgrade | $30.00 | $34.00 ➝ $39.00 | Market Perform ➝ Outperform | N/A |
| 12/12/2024 | HTGC Hercules Capital | Upgrade | $19.00 | $19.50 ➝ $21.50 | Market Perform ➝ Outperform | N/A |
| 12/12/2024 | OBDC Blue Owl Capital | Reiterated Rating | $15.00 | $15.50 ➝ $14.00 | Market Perform ➝ Underperform | N/A |
| 12/12/2024 | INDB Independent Bank | Boost Price Target | $66.00 | $77.00 ➝ $82.00 | Market Perform ➝ Market Perform | N/A |
| 12/12/2024 | CCB Coastal Financial | Boost Price Target | $81.00 | $92.00 ➝ $96.00 | Outperform ➝ Outperform | N/A |
| 12/11/2024 | MAX MediaAlpha | Lower Price Target | $11.00 | $26.00 ➝ $22.00 | Outperform ➝ Outperform | N/A |
| 12/11/2024 | AJG Arthur J. Gallagher & Co. | Boost Price Target | $283.00 | $260.00 ➝ $292.00 | Underperform ➝ Underperform | N/A |
| 12/10/2024 | GPMT Granite Point Mortgage Trust | Upgrade | $3.00 | $3.00 ➝ $3.25 | Underperform ➝ Market Perform | N/A |
| 12/10/2024 | DHI D.R. Horton | Downgrade | $140.00 | $200.00 ➝ $183.00 | Outperform ➝ Market Perform | N/A |
| 12/10/2024 | TOL Toll Brothers | Downgrade | $125.00 | $168.00 ➝ $164.00 | Outperform ➝ Market Perform | N/A |
| 12/10/2024 | FAF First American Financial | Reiterated Rating | $63.00 | $80.00 ➝ $80.00 | Outperform ➝ Market Perform | N/A |
| 12/10/2024 | MTG MGIC Investment | Reiterated Rating | $24.00 | $29.00 ➝ $29.00 | Outperform ➝ Market Perform | N/A |
| 12/10/2024 | RKT Rocket Companies | Reiterated Rating | $12.00 | $16.00 ➝ $11.50 | Market Perform ➝ Underperform | N/A |
| 12/10/2024 | JLL Jones Lang LaSalle | Upgrade | $253.00 | $292.00 ➝ $325.00 | Market Perform ➝ Outperform | N/A |
| 12/10/2024 | VOYA Voya Financial | Lower Price Target | $67.00 | $95.00 ➝ $92.00 | Outperform ➝ Outperform | N/A |
| 12/10/2024 | UWMC UWM | Lower Price Target | $6.00 | $9.00 ➝ $7.00 | Market Perform ➝ Market Perform | N/A |
| 12/10/2024 | STC Stewart Information Services | Boost Price Target | $70.00 | $79.00 ➝ $84.00 | Market Perform ➝ Market Perform | N/A |
| 12/10/2024 | PFSI PennyMac Financial Services | Lower Price Target | $102.00 | $112.00 ➝ $111.00 | Market Perform ➝ Market Perform | N/A |
| 12/10/2024 | NMIH NMI | Boost Price Target | $37.00 | $43.00 ➝ $44.00 | Market Perform ➝ Market Perform | N/A |
| 12/10/2024 | FNF Fidelity National Financial | Boost Price Target | $56.00 | $63.00 ➝ $64.00 | Market Perform ➝ Market Perform | N/A |
| 12/10/2024 | ESNT Essent Group | Boost Price Target | $53.00 | $73.00 ➝ $75.00 | Outperform ➝ Outperform | N/A |
| 12/10/2024 | ACT Enact | Boost Price Target | $33.00 | $42.00 ➝ $43.00 | Outperform ➝ Outperform | N/A |
| 12/9/2024 | EQH Equitable | Upgrade | $47.00 | $54.00 ➝ $58.00 | Market Perform ➝ Outperform | N/A |
| 12/9/2024 | FOUR Shift4 Payments | Downgrade | $104.00 | $112.00 ➝ $112.00 | Outperform ➝ Market Perform | N/A |
| 12/9/2024 | PAYO Payoneer Global | Downgrade | $10.00 | $12.00 ➝ $12.00 | Outperform ➝ Market Perform | N/A |
| 12/9/2024 | SLM SLM | Reiterated Rating | $28.00 | $27.00 ➝ $30.00 | Outperform ➝ Market Perform | N/A |
| 12/9/2024 | ALLY Ally Financial | Boost Price Target | $35.00 | $44.00 ➝ $56.00 | Outperform ➝ Outperform | N/A |
| 12/9/2024 | AXP American Express | Boost Price Target | $299.00 | $325.00 ➝ $350.00 | Outperform ➝ Outperform | N/A |
| 12/9/2024 | AVDX AvidXchange | Boost Price Target | $11.00 | $10.00 ➝ $12.00 | Market Perform ➝ Market Perform | N/A |
| 12/9/2024 | BILL BILL | Boost Price Target | $90.00 | $75.00 ➝ $100.00 | Market Perform ➝ Market Perform | N/A |
| 12/9/2024 | BFH Bread Financial | Boost Price Target | $63.00 | $67.00 ➝ $88.00 | Outperform ➝ Outperform | N/A |
| 12/9/2024 | V Visa | Boost Price Target | $318.00 | $335.00 ➝ $360.00 | Outperform ➝ Outperform | N/A |
| 12/9/2024 | TOST Toast | Boost Price Target | $38.00 | $29.00 ➝ $40.00 | Market Perform ➝ Market Perform | N/A |
| 12/9/2024 | SYF Synchrony Financial | Boost Price Target | $65.00 | $62.00 ➝ $82.00 | Outperform ➝ Outperform | N/A |
| 12/9/2024 | SQ Block | Boost Price Target | $90.00 | $80.00 ➝ $105.00 | Market Perform ➝ Market Perform | N/A |
| 12/9/2024 | PYPL PayPal | Boost Price Target | $87.00 | $92.00 ➝ $104.00 | Outperform ➝ Outperform | N/A |
| 12/9/2024 | NYAX Nayax | Boost Price Target | $27.00 | $28.00 ➝ $30.00 | Market Perform ➝ Market Perform | N/A |
| 12/9/2024 | MA Mastercard | Boost Price Target | $528.00 | $580.00 ➝ $618.00 | Outperform ➝ Outperform | N/A |
| 12/9/2024 | GPN Global Payments | Boost Price Target | $112.00 | $130.00 ➝ $140.00 | Outperform ➝ Outperform | N/A |
| 12/9/2024 | FI Fiserv | Boost Price Target | $206.00 | $225.00 ➝ $238.00 | Outperform ➝ Outperform | N/A |
| 12/9/2024 | DFS Discover Financial Services | Boost Price Target | $173.00 | $170.00 ➝ $232.00 | Outperform ➝ Outperform | N/A |
| 12/9/2024 | CPAY Corpay | Boost Price Target | $344.00 | $400.00 ➝ $425.00 | Outperform ➝ Outperform | N/A |
| 12/9/2024 | COF Capital One Financial | Boost Price Target | $179.00 | $185.00 ➝ $232.00 | Outperform ➝ Outperform | N/A |
| 12/9/2024 | WU Western Union | Lower Price Target | $11.00 | $13.00 ➝ $12.00 | Market Perform ➝ Market Perform | N/A |
| 12/6/2024 | PLMR Palomar | Boost Price Target | $105.00 | $120.00 ➝ $136.00 | Outperform ➝ Outperform | N/A |
| 12/4/2024 | BRKL Brookline Bancorp | Upgrade | $12.00 | $12.00 ➝ $14.50 | Market Perform ➝ Outperform | N/A |
| 12/4/2024 | FCNCA First Citizens BancShares | Downgrade | $2,131.00 | $2,100.00 ➝ $2,500.00 | Outperform ➝ Market Perform | N/A |
| 12/4/2024 | WTW Willis Towers Watson Public | Boost Price Target | $318.00 | $359.00 ➝ $378.00 | Outperform ➝ Outperform | N/A |
| 12/4/2024 | TWFG TWFG | Boost Price Target | $29.00 | $28.00 ➝ $33.00 | Market Perform ➝ Market Perform | N/A |
| 12/4/2024 | PNFP Pinnacle Financial Partners | Reiterated Rating | $112.00 | $115.00 ➝ $135.00 | Outperform ➝ Market Perform | N/A |
| 12/4/2024 | HAFC Hanmi Financial | Reiterated Rating | $24.00 | $24.00 ➝ $29.00 | Outperform ➝ Market Perform | N/A |
| 12/4/2024 | SHBI Shore Bancshares | Upgrade | $16.00 | $16.00 ➝ $20.00 | Market Perform ➝ Outperform | N/A |
| 12/4/2024 | AX Axos Financial | Boost Price Target | $72.00 | $74.00 ➝ $91.00 | Market Perform ➝ Market Perform | N/A |
| 12/4/2024 | ASB Associated Banc | Boost Price Target | $24.00 | $25.00 ➝ $28.00 | Market Perform ➝ Market Perform | N/A |
| 12/4/2024 | AMTB Amerant Bancorp | Boost Price Target | $22.00 | $24.00 ➝ $28.00 | Market Perform ➝ Market Perform | N/A |
| 12/4/2024 | AMAL Amalgamated Financial | Boost Price Target | $34.00 | $41.00 ➝ $45.00 | Outperform ➝ Outperform | N/A |
| 12/4/2024 | ALRS Alerus Financial | Boost Price Target | $20.00 | $22.00 ➝ $23.00 | Market Perform ➝ Market Perform | N/A |
| 12/4/2024 | ABCB Ameris Bancorp | Boost Price Target | $63.00 | $70.00 ➝ $80.00 | Outperform ➝ Outperform | N/A |
| 12/4/2024 | BANR Banner | Boost Price Target | $66.00 | $69.00 ➝ $81.00 | Market Perform ➝ Market Perform | N/A |
| 12/4/2024 | BANF BancFirst | Boost Price Target | $119.00 | $117.00 ➝ $135.00 | Market Perform ➝ Market Perform | N/A |
| 12/4/2024 | BANC Banc of California | Boost Price Target | $15.00 | $17.50 ➝ $20.00 | Outperform ➝ Outperform | N/A |
| 12/4/2024 | BHLB Berkshire Hills Bancorp | Boost Price Target | $29.00 | $29.00 ➝ $32.00 | Market Perform ➝ Market Perform | N/A |
| 12/4/2024 | BHB Bar Harbor Bankshares | Boost Price Target | $32.00 | $30.00 ➝ $34.00 | Market Perform ➝ Market Perform | N/A |
| 12/4/2024 | BKU BankUnited | Boost Price Target | $38.00 | $38.00 ➝ $45.00 | Market Perform ➝ Market Perform | N/A |
| 12/4/2024 | BHRB Burke & Herbert Financial Services | Boost Price Target | $64.00 | $72.00 ➝ $79.00 | Market Perform ➝ Market Perform | N/A |
| 12/4/2024 | CATY Cathay General Bancorp | Boost Price Target | $47.00 | $45.00 ➝ $56.00 | Market Perform ➝ Market Perform | N/A |
| 12/4/2024 | CASH Pathward Financial | Boost Price Target | $74.00 | $76.00 ➝ $90.00 | Market Perform ➝ Market Perform | N/A |
| 12/4/2024 | CADE Cadence Bank | Boost Price Target | $34.00 | $38.00 ➝ $45.00 | Outperform ➝ Outperform | N/A |
| 12/4/2024 | CAC Camden National | Boost Price Target | $43.00 | $43.00 ➝ $48.00 | Market Perform ➝ Market Perform | N/A |
| 12/4/2024 | BY Byline Bancorp | Boost Price Target | $29.00 | $29.00 ➝ $33.00 | Market Perform ➝ Market Perform | N/A |
| 12/4/2024 | BWFG Bankwell Financial Group | Boost Price Target | $32.00 | $36.00 ➝ $40.00 | Outperform ➝ Outperform | N/A |
