Ratings by Wells Fargo (Donald Fandetti)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/27/2026 | Rocket Cos Inc. | RKT | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/26/2026 | Starwood Property Trust | STWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/20/2026 | Claros Mortgage Trust Inc | CMTG | Maintain | Underweight (N/A) |
|
Details | ||
| 2/19/2026 | TPG RE Finance Trust | TRTX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2026 | Ares Commercial | ACRE | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/6/2026 | OneMain | OMF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/5/2026 | KKR Real Estate Financial Trust | KREF | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/30/2026 | Annaly Capital Management | NLY | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/30/2026 | PennyMac Financial | PFSI | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/23/2026 | SLM Corp. | SLM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2026 | Synchrony Financial | SYF | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/5/2026 | PennyMac Financial | PFSI | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/5/2026 | OneMain | OMF | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 1/5/2026 | Capital One Financial | COF | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/17/2025 | Synchrony Financial | SYF | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/17/2025 | American Express | AXP | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/17/2025 | Ally Financial | ALLY | Upgrade | Overweight (Equal Weight) |
44.85 (38.07) |
-15.12% | Details | |
| 12/11/2025 | SLM Corp. | SLM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/5/2025 | SLM Corp. | SLM | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/11/2025 | Starwood Property Trust | STWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/5/2025 | Rocket Cos Inc. | RKT | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 10/24/2025 | SLM Corp. | SLM | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/22/2025 | PennyMac Financial | PFSI | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/20/2025 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 10/16/2025 | Synchrony Financial | SYF | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2025 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 9/2/2025 | Ally Financial | ALLY | Upgrade | Equal Weight (Underweight) |
41.05 (38.07) |
-7.26% | Details | |
| 8/25/2025 | SLM Corp. | SLM | New Coverage | Overweight (N/A) |
31.73 (19.09) |
-39.84% | Details | |
| 8/25/2025 | PennyMac Mortgage Investment Trust | PMT | New Coverage | Equal Weight (N/A) |
12.36 (11.89) |
-3.8% | Details | |
| 8/25/2025 | PennyMac Financial | PFSI | New Coverage | Overweight (N/A) |
109.72 (86.20) |
-21.44% | Details | |
| 8/25/2025 | OneMain | OMF | New Coverage | Equal Weight (N/A) |
60.17 (53.41) |
-11.23% | Details | |
| 8/6/2025 | Ares Commercial | ACRE | Maintain | Underweight (Underweight) |
|
Details | ||
| 8/1/2025 | Rocket Cos Inc. | RKT | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 8/1/2025 | MasterCard | MA | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/31/2025 | TPG RE Finance Trust | TRTX | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/25/2025 | Capital One Financial | COF | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/23/2025 | Synchrony Financial | SYF | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/1/2025 | Synchrony Financial | SYF | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/9/2025 | Rocket Cos Inc. | RKT | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/28/2025 | KKR Real Estate Financial Trust | KREF | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/28/2025 | Discover Financial | DFS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/24/2025 | Capital One Financial | COF | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/23/2025 | AGNC Investment Corp | AGNC | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/23/2025 | Synchrony Financial | SYF | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/3/2025 | Synchrony Financial | SYF | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/1/2025 | Capital One Financial | COF | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/25/2025 | Claros Mortgage Trust Inc | CMTG | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/13/2025 | Ares Commercial | ACRE | Maintain | Underweight (N/A) |
|
Details | ||
| 2/4/2025 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/31/2025 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 1/31/2025 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2025 | AGNC Investment Corp | AGNC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/24/2025 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/3/2025 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 1/3/2025 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/3/2025 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/3/2025 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2024 | Synchrony Financial | SYF | Upgrade | Overweight (Equal Weight) |
67.52 (66.67) |
-1.26% | Details | |
| 11/14/2024 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2024 | Guild Holdings Co. | GHLD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/29/2024 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2024 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/17/2024 | Synchrony Financial | SYF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 9/30/2024 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 9/20/2024 | Starwood Property Trust | STWD | Maintain | Overweight (N/A) |
|
Details | ||
| 9/20/2024 | KKR Real Estate Financial Trust | KREF | Maintain | Overweight (N/A) |
|
Details | ||
| 9/20/2024 | AGNC Investment Corp | AGNC | Upgrade | Overweight (Equal Weight) |
10.66 (10.64) |
-0.19% | Details | |
| 9/20/2024 | Annaly Capital Management | NLY | Upgrade | Overweight (Equal Weight) |
20.82 (22.41) |
7.64% | Details | |
| 9/20/2024 | Ares Commercial | ACRE | Downgrade | Underweight (Equal Weight) |
7.66 (5.13) |
-33.03% | Details | |
| 9/20/2024 | Claros Mortgage Trust Inc | CMTG | Downgrade | Underweight (Equal Weight) |
8.32 (2.62) |
-68.51% | Details | |
| 9/20/2024 | Velocity Financial | VEL | Downgrade | Underweight (Overweight) |
19.79 (17.99) |
-9.1% | Details | |
| 8/9/2024 | Guild Holdings Co. | GHLD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/2/2024 | Rocket Cos Inc. | RKT | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/25/2024 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2024 | Synchrony Financial | SYF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/9/2024 | Synchrony Financial | SYF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/9/2024 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/1/2024 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 6/13/2024 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2024 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2024 | Claros Mortgage Trust Inc | CMTG | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/7/2024 | TPG RE Finance Trust | TRTX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2024 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/10/2024 | Synchrony Financial | SYF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/10/2024 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/10/2024 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/10/2024 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2024 | Guild Holdings Co. | GHLD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/6/2024 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2024 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2024 | Ares Commercial | ACRE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/23/2024 | Rocket Cos Inc. | RKT | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/23/2024 | Starwood Property Trust | STWD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/21/2024 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2024 | KKR Real Estate Financial Trust | KREF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2024 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2024 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/5/2024 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/3/2024 | Rocket Cos Inc. | RKT | Downgrade | Equal Weight (Overweight) |
14.48 (14.95) |
3.25% | Details | |
| 12/14/2023 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2023 | Synchrony Financial | SYF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/14/2023 | Rocket Cos Inc. | RKT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2023 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2023 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/14/2023 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2023 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2023 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2023 | Guild Holdings Co. | GHLD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/20/2023 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/11/2023 | Synchrony Financial | SYF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/11/2023 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/11/2023 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2023 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 9/14/2023 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2023 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2023 | KKR Real Estate Financial Trust | KREF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2023 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2023 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 3/31/2023 | Synchrony Financial | SYF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/31/2023 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/31/2023 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 3/14/2023 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 3/10/2023 | Guild Holdings Co. | GHLD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/27/2023 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2023 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/4/2023 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 12/15/2022 | Synchrony Financial | SYF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/15/2022 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/15/2022 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/15/2022 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2022 | Rocket Cos Inc. | RKT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/2/2022 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Rocket Cos Inc. | RKT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Guild Holdings Co. | GHLD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/24/2022 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2022 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2022 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2022 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2022 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2022 | Guild Holdings Co. | GHLD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/13/2022 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/13/2022 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | Synchrony Financial | SYF | Maintain | Equal Weight (Overweight) |
|
Details | ||
| 7/6/2022 | Rocket Cos Inc. | RKT | Upgrade | Overweight (Equal Weight) |
7.61 (14.48) |
90.28% | Details | |
| 4/6/2022 | Synchrony Financial | SYF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/6/2022 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/6/2022 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 3/28/2022 | Guild Holdings Co. | GHLD | New Coverage | Equal Weight (N/A) |
11.04 (20.01) |
81.25% | Details | |
| 2/14/2022 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2022 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2021 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2021 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2021 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2021 | Synchrony Financial | SYF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2021 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/12/2021 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2021 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 6/7/2021 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2021 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2021 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/5/2021 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 3/15/2021 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/11/2021 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 11/19/2020 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2020 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2020 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2020 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2020 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/13/2020 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2020 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2020 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2020 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/8/2020 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2020 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 3/31/2020 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/31/2020 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 3/18/2020 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/31/2020 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2020 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/24/2020 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/30/2019 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2019 | American Express | AXP | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/24/2019 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/10/2019 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2019 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2019 | Synchrony Financial | SYF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/1/2018 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 10/1/2018 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/1/2018 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/1/2018 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/1/2018 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2018 | KKR Real Estate Financial Trust | KREF | Upgrade | Overweight (Equal Weight) |
20.28 (7.18) |
-64.6% | Details |
