Ratings by Wolfe Research (Bill Carcache)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/22/2025 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 10/20/2025 | Huntington Bancshares | HBAN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2025 | M&T Bank | MTB | Maintain | Outperform (N/A) |
|
Details | ||
| 7/3/2025 | PNC Financial | PNC | Downgrade | Peerperform (Outperform) |
192.52 (206.12) |
7.06% | Details | |
| 7/3/2025 | Huntington Bancshares | HBAN | Upgrade | Outperform (Peerperform) |
17.18 (16.31) |
-5.06% | Details | |
| 4/3/2025 | U.S. Bancorp | USB | Upgrade | Outperform (Peerperform) |
41.77 (52.37) |
25.38% | Details | |
| 1/24/2025 | American Express | AXP | Maintain | Peerperform (N/A) |
|
Details | ||
| 12/5/2024 | Prosperity Bancshares | PB | Downgrade | Peerperform (Outperform) |
83.38 (68.65) |
-17.67% | Details | |
| 12/5/2024 | Ally Financial | ALLY | Downgrade | Peerperform (Outperform) |
38.84 (38.07) |
-1.98% | Details | |
| 10/4/2024 | M&T Bank | MTB | Upgrade | Outperform (Peerperform) |
173.22 (210.46) |
21.5% | Details | |
| 8/9/2024 | Truist Financial | TFC | Upgrade | Peerperform (Underperform) |
41.10 (46.49) |
13.11% | Details | |
| 7/22/2024 | Truist Financial | TFC | Maintain | Underperform (N/A) |
|
Details | ||
| 5/31/2024 | Fifth Third Bancorp | FITB | Upgrade | Outperform (Peerperform) |
36.26 (47.30) |
30.45% | Details | |
| 4/4/2024 | Truist Financial | TFC | Maintain | Underperform (N/A) |
|
Details | ||
| 4/4/2024 | Regions Financial | RF | Maintain | Outperform (N/A) |
|
Details | ||
| 4/4/2024 | PNC Financial | PNC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/4/2024 | Bread Financial Holdings | BFH | Upgrade | Outperform (Peerperform) |
34.99 (72.21) |
106.37% | Details | |
| 4/4/2024 | Synchrony Financial | SYF | Upgrade | Outperform (Underperform) |
41.00 (80.36) |
96% | Details | |
| 4/4/2024 | Capital One Financial | COF | Upgrade | Outperform (Peerperform) |
144.41 (230.68) |
59.74% | Details | |
| 2/21/2024 | Discover Financial | DFS | Downgrade | Peerperform (Outperform) |
110.49 (200.05) |
81.06% | Details | |
| 2/15/2024 | Discover Financial | DFS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2024 | Capital One Financial | COF | Upgrade | Peerperform (Underperform) |
132.55 (187.71) |
41.61% | Details | |
| 1/22/2024 | Regions Financial | RF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2024 | PNC Financial | PNC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2023 | Ally Financial | ALLY | Upgrade | Outperform (Peerperform) |
27.90 (38.07) |
36.45% | Details | |
| 10/23/2023 | Citizens Financial Group | CFG | Upgrade | Peerperform (Underperform) |
24.88 (58.04) |
133.28% | Details | |
| 10/23/2023 | Huntington Bancshares | HBAN | Upgrade | Peerperform (Underperform) |
10.03 (17.18) |
71.29% | Details | |
| 10/4/2023 | KeyCorp | KEY | Upgrade | Peerperform (Underperform) |
10.45 (19.86) |
90.05% | Details | |
| 8/24/2023 | Discover Financial | DFS | Upgrade | Outperform (Peerperform) |
88.31 (200.05) |
126.53% | Details | |
| 8/24/2023 | Ally Financial | ALLY | Downgrade | Peerperform (Outperform) |
26.01 (38.07) |
46.37% | Details | |
| 7/26/2023 | Prosperity Bancshares | PB | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2023 | Synchrony Financial | SYF | Maintain | Underperform (N/A) |
|
Details | ||
| 7/19/2023 | PNC Financial | PNC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2023 | Comerica | CMA | Downgrade | Peerperform (Outperform) |
42.50 (88.67) |
108.64% | Details | |
| 5/3/2023 | Prosperity Bancshares | PB | Upgrade | Outperform (Underperform) |
61.33 (68.65) |
11.94% | Details | |
| 3/23/2023 | First Republic Bank | FRC | Maintain | Peerperform (N/A) |
|
Details | ||
| 3/23/2023 | M&T Bank | MTB | Downgrade | Peerperform (Outperform) |
127.55 (173.22) |
35.81% | Details | |
| 3/13/2023 | First Republic Bank | FRC | Downgrade | Peerperform (Outperform) |
96.01 (3.51) |
-96.34% | Details | |
| 3/10/2023 | SVB Financial | SIVB | Downgrade | Peerperform (Outperform) |
267.83 (106.04) |
-60.41% | Details | |
| 2/28/2023 | Ally Financial | ALLY | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2023 | Capital One Financial | COF | Maintain | Underperform (N/A) |
|
Details | ||
| 12/1/2022 | Citizens Financial Group | CFG | Maintain | Underperform (N/A) |
|
Details | ||
| 12/1/2022 | Comerica | CMA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2022 | Capital One Financial | COF | Maintain | Underperform (N/A) |
|
Details | ||
| 12/1/2022 | Huntington Bancshares | HBAN | Maintain | Underperform (N/A) |
|
Details | ||
| 12/1/2022 | KeyCorp | KEY | Maintain | Underperform (N/A) |
|
Details | ||
| 12/1/2022 | Prosperity Bancshares | PB | Maintain | Underperform (N/A) |
|
Details | ||
| 12/1/2022 | PNC Financial | PNC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2022 | SVB Financial | SIVB | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2022 | Synchrony Financial | SYF | Maintain | Underperform (N/A) |
|
Details | ||
| 12/1/2022 | U.S. Bancorp | USB | Downgrade | Peerperform (Outperform) |
44.59 (41.77) |
-6.32% | Details | |
| 12/1/2022 | Regions Financial | RF | Upgrade | Outperform (Peerperform) |
22.91 (27.04) |
18.03% | Details | |
| 11/10/2022 | Huntington Bancshares | HBAN | Maintain | Underperform (N/A) |
|
Details | ||
| 11/3/2022 | Zions Bancorp | ZION | Downgrade | Peerperform (Outperform) |
51.61 (55.74) |
8% | Details | |
| 11/3/2022 | Cullen/Frost Bankers | CFR | Downgrade | Outperform (N/A) |
156.53 (135.36) |
-13.52% | Details | |
| 5/26/2022 | Zions Bancorp | ZION | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2022 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2022 | Truist Financial | TFC | Maintain | Underperform (N/A) |
|
Details | ||
| 5/26/2022 | SVB Financial | SIVB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2022 | Regions Financial | RF | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/26/2022 | PNC Financial | PNC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2022 | Prosperity Bancshares | PB | Maintain | Underperform (N/A) |
|
Details | ||
| 5/26/2022 | M&T Bank | MTB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2022 | KeyCorp | KEY | Maintain | Underperform (N/A) |
|
Details | ||
| 5/26/2022 | Huntington Bancshares | HBAN | Downgrade | Underperform (Peerperform) |
13.42 (16.31) |
21.54% | Details | |
| 5/26/2022 | First Republic Bank | FRC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2022 | Fifth Third Bancorp | FITB | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/26/2022 | Cullen/Frost Bankers | CFR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2022 | Comerica | CMA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2022 | Citizens Financial Group | CFG | Maintain | Underperform (N/A) |
|
Details | ||
| 5/12/2022 | Synchrony Financial | SYF | Downgrade | Underperform (Peerperform) |
36.16 (66.67) |
84.38% | Details | |
| 5/12/2022 | Discover Financial | DFS | Downgrade | Peerperform (Outperform) |
105.21 (200.05) |
90.14% | Details | |
| 5/12/2022 | Capital One Financial | COF | Downgrade | Underperform (Peerperform) |
121.03 (187.71) |
55.09% | Details | |
| 5/12/2022 | Bread Financial Holdings | BFH | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/12/2022 | American Express | AXP | Downgrade | Peerperform (Outperform) |
161.83 (370.35) |
128.85% | Details | |
| 4/22/2022 | M&T Bank | MTB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2022 | Zions Bancorp | ZION | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2022 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2022 | Truist Financial | TFC | Maintain | Underperform (N/A) |
|
Details | ||
| 4/7/2022 | Synchrony Financial | SYF | Maintain | Peerperform (N/A) |
|
Details | ||
| 4/7/2022 | SVB Financial | SIVB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2022 | Regions Financial | RF | Downgrade | Peerperform (Outperform) |
21.32 (27.04) |
26.83% | Details | |
| 4/7/2022 | PNC Financial | PNC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2022 | Prosperity Bancshares | PB | Downgrade | Underperform (Peerperform) |
68.25 (68.65) |
0.59% | Details | |
| 4/7/2022 | M&T Bank | MTB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2022 | KeyCorp | KEY | Maintain | Underperform (N/A) |
|
Details | ||
| 4/7/2022 | Huntington Bancshares | HBAN | Maintain | Peerperform (N/A) |
|
Details | ||
| 4/7/2022 | First Republic Bank | FRC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2022 | Fifth Third Bancorp | FITB | Downgrade | Peerperform (Outperform) |
41.23 (36.26) |
-12.05% | Details | |
| 4/7/2022 | Discover Financial | DFS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2022 | Capital One Financial | COF | Maintain | Peerperform (N/A) |
|
Details | ||
| 4/7/2022 | Comerica | CMA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2022 | Cullen/Frost Bankers | CFR | Upgrade | Outperform (Underperform) |
136.56 (135.36) |
-0.88% | Details | |
| 4/7/2022 | Citizens Financial Group | CFG | Maintain | Underperform (N/A) |
|
Details | ||
| 4/7/2022 | Bread Financial Holdings | BFH | Maintain | Peerperform (N/A) |
|
Details | ||
| 3/17/2022 | Synchrony Financial | SYF | Downgrade | Peerperform (Outperform) |
37.67 (66.67) |
76.98% | Details | |
| 3/17/2022 | Capital One Financial | COF | Downgrade | Peerperform (Outperform) |
137.84 (187.71) |
36.18% | Details | |
| 3/16/2022 | Angel Oak Mortgage Inc | AOMR | Maintain | Peerperform (N/A) |
|
Details | ||
| 2/16/2022 | American Express | AXP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2022 | Cullen/Frost Bankers | CFR | Maintain | Underperform (N/A) |
|
Details | ||
| 1/20/2022 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2022 | Citizens Financial Group | CFG | Maintain | Underperform (N/A) |
|
Details | ||
| 12/13/2021 | KeyCorp | KEY | Maintain | Underperform (N/A) |
|
Details | ||
| 11/23/2021 | American Express | AXP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/17/2021 | Huntington Bancshares | HBAN | Downgrade | Peerperform (Outperform) |
16.49 (16.31) |
-1.09% | Details | |
| 11/17/2021 | Zions Bancorp | ZION | Upgrade | Outperform (Peerperform) |
66.44 (55.74) |
-16.1% | Details | |
| 11/9/2021 | Ally Financial | ALLY | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2021 | SVB Financial | SIVB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/21/2021 | M&T Bank | MTB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/5/2021 | Truist Financial | TFC | Downgrade | Underperform (Peerperform) |
60.05 (41.10) |
-31.56% | Details | |
| 10/5/2021 | Comerica | CMA | Upgrade | Outperform (Peerperform) |
82.97 (88.67) |
6.87% | Details | |
| 7/12/2021 | Angel Oak Mortgage Inc | AOMR | New Coverage | Peerperform (N/A) |
17.09 (8.60) |
-49.68% | Details | |
| 7/2/2021 | PNC Financial | PNC | Upgrade | Outperform (Peerperform) |
191.74 (192.52) |
0.41% | Details | |
| 6/4/2021 | American Express | AXP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2021 | Synchrony Financial | SYF | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2021 | Discover Financial | DFS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2021 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2021 | American Express | AXP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2021 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2021 | SVB Financial | SIVB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2021 | First Republic Bank | FRC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2021 | Fifth Third Bancorp | FITB | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2021 | Citizens Financial Group | CFG | Maintain | Underperform (N/A) |
|
Details | ||
| 1/19/2021 | PNC Financial | PNC | Maintain | Underperform (N/A) |
|
Details | ||
| 10/8/2020 | M&T Bank | MTB | Downgrade | Underperform (Peerperform) |
101.65 (210.46) |
107.04% | Details | |
| 7/31/2020 | Zions Bancorp | ZION | New Coverage | Underperform (N/A) |
32.78 (55.74) |
70.04% | Details | |
| 7/31/2020 | U.S. Bancorp | USB | New Coverage | Outperform (N/A) |
36.91 (52.37) |
41.89% | Details | |
| 7/31/2020 | Truist Financial | TFC | New Coverage | Outperform (N/A) |
37.24 (46.49) |
24.84% | Details | |
| 7/31/2020 | Synchrony Financial | SYF | New Coverage | Outperform (N/A) |
22.95 (66.67) |
190.5% | Details | |
| 7/31/2020 | SVB Financial | SIVB | New Coverage | Outperform (N/A) |
225.35 (106.04) |
-52.94% | Details | |
| 7/31/2020 | Regions Financial | RF | New Coverage | Outperform (N/A) |
10.75 (27.04) |
151.53% | Details | |
| 7/31/2020 | PNC Financial | PNC | New Coverage | Underperform (N/A) |
106.27 (191.74) |
80.43% | Details | |
| 7/31/2020 | Prosperity Bancshares | PB | New Coverage | Peerperform (N/A) |
56.47 (68.65) |
21.57% | Details | |
| 7/31/2020 | M&T Bank | MTB | New Coverage | Outperform (N/A) |
105.78 (210.46) |
98.96% | Details | |
| 7/31/2020 | KeyCorp | KEY | New Coverage | Underperform (N/A) |
12.21 (19.86) |
62.65% | Details | |
| 7/31/2020 | Huntington Bancshares | HBAN | New Coverage | Outperform (N/A) |
9.31 (16.31) |
75.19% | Details | |
| 7/31/2020 | First Republic Bank | FRC | New Coverage | Outperform (N/A) |
112.44 (3.51) |
-96.88% | Details | |
| 7/31/2020 | Fifth Third Bancorp | FITB | New Coverage | Outperform (N/A) |
19.69 (47.30) |
140.22% | Details | |
| 7/31/2020 | Discover Financial | DFS | New Coverage | Outperform (N/A) |
50.41 (200.05) |
296.85% | Details | |
| 7/31/2020 | Capital One Financial | COF | New Coverage | Outperform (N/A) |
64.84 (187.71) |
189.5% | Details | |
| 7/31/2020 | Comerica | CMA | New Coverage | Underperform (N/A) |
38.25 (88.67) |
131.82% | Details | |
| 7/31/2020 | Cullen/Frost Bankers | CFR | New Coverage | Underperform (N/A) |
73.60 (135.36) |
83.91% | Details | |
| 7/31/2020 | Citizens Financial Group | CFG | New Coverage | Underperform (N/A) |
24.78 (58.04) |
134.22% | Details | |
| 7/31/2020 | American Express | AXP | New Coverage | Outperform (N/A) |
94.65 (301.00) |
218.01% | Details | |
| 7/31/2020 | Ally Financial | ALLY | New Coverage | Outperform (N/A) |
20.52 (38.07) |
85.53% | Details |
