Ratings by Keefe, Bruyette & Woods (Alex Bond)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/24/2026 | Lazard | LAZ | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/23/2026 | SEI Investments | SEIC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2026 | BlackRock | BLK | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2026 | T. Rowe Price | TROW | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/10/2026 | SEI Investments | SEIC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2026 | Perella Weinberg Partners | PWP | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2026 | PJT Partners | PJT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2026 | Moelis | MC | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/10/2026 | Lazard | LAZ | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/10/2026 | Hamilton Lane Inc. | HLNE | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2026 | Houlihan Lokey | HLI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2026 | Evercore Partners | EVR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2026 | BlackRock | BLK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2026 | Hamilton Lane Inc. | HLNE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2026 | Houlihan Lokey | HLI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2026 | Perella Weinberg Partners | PWP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2026 | Lazard | LAZ | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/1/2026 | T. Rowe Price | TROW | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/30/2026 | Moelis | MC | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/30/2026 | Evercore Partners | EVR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2026 | PJT Partners | PJT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2026 | SEI Investments | SEIC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2026 | BlackRock | BLK | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2026 | T. Rowe Price | TROW | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/8/2026 | SEI Investments | SEIC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2026 | Moelis | MC | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/8/2026 | Hamilton Lane Inc. | HLNE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2026 | Houlihan Lokey | HLI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2026 | Evercore Partners | EVR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2026 | BlackRock | BLK | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2026 | Lazard | LAZ | Downgrade | Market Perform (Outperform) |
41.51 (42.99) |
3.57% | Details | |
| 4/8/2026 | Perella Weinberg Partners | PWP | Upgrade | Outperform (Market Perform) |
17.72 (16.17) |
-8.75% | Details | |
| 4/8/2026 | PJT Partners | PJT | Upgrade | Outperform (Market Perform) |
140.14 (168.82) |
20.47% | Details | |
| 2/9/2026 | Perella Weinberg Partners | PWP | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/5/2026 | T. Rowe Price | TROW | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/5/2026 | Evercore Partners | EVR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2026 | PJT Partners | PJT | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/30/2026 | Lazard | LAZ | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | Houlihan Lokey | HLI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2026 | BlackRock | BLK | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2026 | SEI Investments | SEIC | Maintain | (N/A) |
|
Details | ||
| 1/8/2026 | PJT Partners | PJT | Maintain | (N/A) |
|
Details | ||
| 1/8/2026 | Lazard | LAZ | Maintain | (N/A) |
|
Details | ||
| 1/8/2026 | Hamilton Lane Inc. | HLNE | Maintain | (N/A) |
|
Details | ||
| 1/8/2026 | Houlihan Lokey | HLI | Maintain | (N/A) |
|
Details | ||
| 1/8/2026 | Evercore Partners | EVR | Maintain | (N/A) |
|
Details | ||
| 12/16/2025 | SEI Investments | SEIC | Upgrade | Outperform (Market Perform) |
81.99 (101.52) |
23.82% | Details | |
| 12/16/2025 | Moelis | MC | Downgrade | Market Perform (Outperform) |
69.41 (67.78) |
-2.35% | Details | |
| 11/10/2025 | Perella Weinberg Partners | PWP | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/5/2025 | PJT Partners | PJT | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/5/2025 | Hamilton Lane Inc. | HLNE | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2025 | Houlihan Lokey | HLI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2025 | Moelis | MC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2025 | Evercore Partners | EVR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2025 | Evercore Partners | EVR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2025 | Lazard | LAZ | Maintain | Outperform (N/A) |
|
Details | ||
| 8/25/2025 | Lazard | LAZ | Upgrade | Outperform (Market Perform) |
55.99 (42.99) |
-23.22% | Details | |
| 7/25/2025 | Lazard | LAZ | Maintain | Market Perform (N/A) |
|
Details |
