Ratings by BMO Capital (James Fotheringham)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/23/2024 | American Express | AXP | Maintain | Underperform (N/A) |
|
Details | ||
| 7/19/2024 | Discover Financial | DFS | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/18/2024 | Synchrony Financial | SYF | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/18/2024 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2024 | Bank of America | BAC | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/17/2024 | Goldman Sachs | GS | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/15/2024 | JPMorgan | JPM | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/15/2024 | Wells Fargo | WFC | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/15/2024 | Citi | C | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/10/2024 | Affirm Holdings Inc. | AFRM | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/8/2024 | Air Lease Corp | AL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2024 | OneMain | OMF | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/26/2024 | Bread Financial Holdings | BFH | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/25/2024 | Synchrony Financial | SYF | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/25/2024 | Enova International | ENVA | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/22/2024 | American Express | AXP | Maintain | Underperform (N/A) |
|
Details | ||
| 4/19/2024 | Discover Financial | DFS | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/19/2024 | Ally Financial | ALLY | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/18/2024 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2024 | Bank of America | BAC | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/16/2024 | Goldman Sachs | GS | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/15/2024 | JPMorgan | JPM | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/15/2024 | Citi | C | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/15/2024 | American Express | AXP | Maintain | Underperform (N/A) |
|
Details | ||
| 2/26/2024 | AerCap Holdings | AER | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2024 | Air Lease Corp | AL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2024 | Affirm Holdings Inc. | AFRM | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/31/2024 | Enova International | ENVA | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/29/2024 | Capital One Financial | COF | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/29/2024 | Bread Financial Holdings | BFH | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/29/2024 | American Express | AXP | Maintain | Underperform (N/A) |
|
Details | ||
| 1/23/2024 | Ally Financial | ALLY | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/22/2024 | Discover Financial | DFS | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/18/2024 | Goldman Sachs | GS | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/17/2024 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2024 | JPMorgan | JPM | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/16/2024 | Bank of America | BAC | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/10/2024 | American Express | AXP | Downgrade | Underperform (Market Perform) |
189.21 (350.58) |
85.29% | Details | |
| 1/10/2024 | Citi | C | Downgrade | Market Perform (Outperform) |
54.01 (140.79) |
160.67% | Details | |
| 1/10/2024 | Goldman Sachs | GS | Downgrade | Market Perform (Outperform) |
388.86 (1055.18) |
171.35% | Details | |
| 1/10/2024 | Ally Financial | ALLY | Downgrade | Market Perform (Outperform) |
34.72 (45.59) |
31.31% | Details | |
| 1/10/2024 | Enova International | ENVA | New Coverage | Market Perform (N/A) |
51.29 (238.09) |
364.2% | Details | |
| 1/10/2024 | Affirm Holdings Inc. | AFRM | New Coverage | Market Perform (N/A) |
45.34 (43.70) |
-3.62% | Details | |
| 1/10/2024 | Capital One Financial | COF | Downgrade | Market Perform (Outperform) |
133.71 (201.52) |
50.71% | Details | |
| 1/10/2024 | Synchrony Financial | SYF | Downgrade | Market Perform (Outperform) |
39.20 (72.44) |
84.8% | Details | |
| 1/10/2024 | Bread Financial Holdings | BFH | New Coverage | Market Perform (N/A) |
33.57 (96.50) |
187.46% | Details | |
| 1/10/2024 | AerCap Holdings | AER | New Coverage | Outperform (N/A) |
73.30 (149.87) |
104.46% | Details | |
| 1/10/2024 | Air Lease Corp | AL | New Coverage | Outperform (N/A) |
40.52 (65.00) |
60.41% | Details | |
| 11/7/2023 | AssetMark Financial Holdings Inc. | AMK | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/3/2023 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2023 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2023 | Regional Management | RM | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/1/2023 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2023 | Credit Acceptance Corp. | CACC | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/27/2023 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2023 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2023 | OneMain | OMF | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/23/2023 | World Acceptance Corp | WRLD | Maintain | Underperform (N/A) |
|
Details | ||
| 10/23/2023 | American Express | AXP | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/20/2023 | Discover Financial | DFS | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/19/2023 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2023 | Ally Financial | ALLY | Maintain | Outperform (N/A) |
|
Details | ||
| 10/18/2023 | Bank of America | BAC | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/16/2023 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2023 | Wells Fargo | WFC | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/16/2023 | JPMorgan | JPM | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/16/2023 | Paysafe | PSFE | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2023 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2023 | Credit Acceptance Corp. | CACC | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/2/2023 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2023 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2023 | World Acceptance Corp | WRLD | Maintain | Underperform (N/A) |
|
Details | ||
| 7/21/2023 | Discover Financial | DFS | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/20/2023 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2023 | Ally Financial | ALLY | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2023 | Bank of America | BAC | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/18/2023 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2023 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2023 | Wells Fargo | WFC | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/10/2023 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2023 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2023 | World Acceptance Corp | WRLD | Maintain | Underperform (N/A) |
|
Details | ||
| 5/8/2023 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2023 | Regional Management | RM | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/5/2023 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2023 | AssetMark Financial Holdings Inc. | AMK | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/3/2023 | T. Rowe Price | TROW | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/3/2023 | Credit Acceptance Corp. | CACC | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/2/2023 | JPMorgan | JPM | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/2/2023 | Franklin Resources | BEN | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/28/2023 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2023 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2023 | Navient Corporation | NAVI | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/26/2023 | OneMain | OMF | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/26/2023 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2023 | Invesco | IVZ | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/21/2023 | American Express | AXP | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/20/2023 | Ally Financial | ALLY | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2023 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2023 | Synchrony Financial | SYF | Maintain | Outperform (N/A) |
|
Details | ||
| 4/19/2023 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/19/2023 | Bank of America | BAC | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/10/2023 | Paysafe | PSFE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2023 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2023 | Focus Financial Partners | FOCS | Upgrade | Outperform (Market Perform) |
50.21 (52.99) |
5.54% | Details | |
| 2/13/2023 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2023 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2023 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2023 | Regional Management | RM | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/8/2023 | OneMain | OMF | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/6/2023 | SLM Corp. | SLM | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/3/2023 | Focus Financial Partners | FOCS | Downgrade | Market Perform (Outperform) |
46.27 (50.21) |
8.52% | Details | |
| 2/1/2023 | Credit Acceptance Corp. | CACC | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/31/2023 | Franklin Resources | BEN | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/30/2023 | American Express | AXP | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/27/2023 | World Acceptance Corp | WRLD | Maintain | Underperform (N/A) |
|
Details | ||
| 1/27/2023 | T. Rowe Price | TROW | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/27/2023 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2023 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2023 | Navient Corporation | NAVI | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/25/2023 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2023 | Invesco | IVZ | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/24/2023 | Synchrony Financial | SYF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2023 | Ally Financial | ALLY | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2023 | Discover Financial | DFS | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/18/2023 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2023 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2022 | Paysafe | PSFE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2022 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2022 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2022 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2022 | AssetMark Financial Holdings Inc. | AMK | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/3/2022 | Regional Management | RM | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/3/2022 | Credit Acceptance Corp. | CACC | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/3/2022 | Franklin Resources | BEN | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/1/2022 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2022 | Navient Corporation | NAVI | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/27/2022 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2022 | Invesco | IVZ | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/26/2022 | Synchrony Financial | SYF | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2022 | Discover Financial | DFS | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/24/2022 | American Express | AXP | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2022 | Ally Financial | ALLY | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2022 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/18/2022 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/18/2022 | Bank of America | BAC | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/17/2022 | Wells Fargo | WFC | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/17/2022 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2022 | JPMorgan | JPM | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/13/2022 | BlackRock | BLK | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/3/2022 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2022 | Credit Acceptance Corp. | CACC | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/2/2022 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2022 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2022 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2022 | Ally Financial | ALLY | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2022 | Bank of America | BAC | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/18/2022 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2022 | Wells Fargo | WFC | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/18/2022 | BlackRock | BLK | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/15/2022 | Morgan Stanley | MS | Maintain | Outperform (Outperform) |
|
Details | ||
| 6/13/2022 | Invesco | IVZ | Downgrade | Market Perform (Outperform) |
18.06 (28.98) |
60.47% | Details | |
| 6/13/2022 | T. Rowe Price | TROW | Downgrade | Market Perform (Outperform) |
121.21 (118.55) |
-2.19% | Details | |
| 6/1/2022 | Franklin Resources | BEN | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/19/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2022 | Regional Management | RM | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/29/2022 | T. Rowe Price | TROW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2022 | Discover Financial | DFS | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/28/2022 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2022 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2022 | Invesco | IVZ | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2022 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2022 | American Express | AXP | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/19/2022 | Bank of America | BAC | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/19/2022 | Synchrony Financial | SYF | Maintain | Outperform (N/A) |
|
Details | ||
| 4/14/2022 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/14/2022 | BlackRock | BLK | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/13/2022 | JPMorgan | JPM | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/3/2022 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2022 | Paysafe | PSFE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2022 | Block Inc. | SQ | Upgrade | Outperform (Market Perform) |
94.99 (86.96) |
-8.45% | Details | |
| 2/25/2022 | Block Inc. | SQ | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/14/2022 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2022 | Regional Management | RM | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/2/2022 | Franklin Resources | BEN | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/2/2022 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2022 | Credit Acceptance Corp. | CACC | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/31/2022 | Synchrony Financial | SYF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2022 | T. Rowe Price | TROW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2022 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2022 | SLM Corp. | SLM | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/28/2022 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2022 | World Acceptance Corp | WRLD | Maintain | Underperform (N/A) |
|
Details | ||
| 1/26/2022 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2022 | American Express | AXP | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/25/2022 | Invesco | IVZ | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2022 | Ally Financial | ALLY | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2022 | Discover Financial | DFS | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/20/2022 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/19/2022 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2022 | BlackRock | BLK | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/3/2022 | PayPal | PYPL | Upgrade | Outperform (Market Perform) |
191.88 (46.32) |
-75.86% | Details | |
| 12/17/2021 | T. Rowe Price | TROW | Upgrade | Outperform (Market Perform) |
193.69 (118.55) |
-38.79% | Details | |
| 12/17/2021 | Franklin Resources | BEN | Downgrade | Market Perform (Outperform) |
34.61 (33.50) |
-3.21% | Details | |
| 12/17/2021 | Invesco | IVZ | Upgrade | Outperform (Market Perform) |
22.90 (28.98) |
26.55% | Details | |
| 12/10/2021 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2021 | Nuvei Corp. | NVEI | Upgrade | Outperform (Market Perform) |
57.97 (33.99) |
-41.37% | Details | |
| 10/28/2021 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2021 | CIT Group | CIT | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/27/2021 | World Acceptance Corp | WRLD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2021 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2021 | Invesco | IVZ | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/25/2021 | SLM Corp. | SLM | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/25/2021 | American Express | AXP | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/22/2021 | OneMain | OMF | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/22/2021 | Discover Financial | DFS | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/22/2021 | Ally Financial | ALLY | Maintain | Outperform (N/A) |
|
Details | ||
| 10/20/2021 | Synchrony Financial | SYF | Maintain | Outperform (N/A) |
|
Details | ||
| 10/20/2021 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/18/2021 | Wells Fargo | WFC | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/18/2021 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2021 | BlackRock | BLK | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/14/2021 | JPMorgan | JPM | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/6/2021 | Global Payments | GPN | Upgrade | Outperform (Market Perform) |
165.44 (76.04) |
-54.04% | Details | |
| 7/30/2021 | PayPal | PYPL | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/30/2021 | T. Rowe Price | TROW | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/30/2021 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2021 | The Carlyle Group LP | CG | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/30/2021 | Credit Acceptance Corp. | CACC | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/20/2021 | Synchrony Financial | SYF | Maintain | Outperform (N/A) |
|
Details | ||
| 7/6/2021 | Santander Consumer USA Holdings Inc. | SC | Downgrade | Market Perform (Outperform) |
36.43 (41.60) |
14.19% | Details | |
| 7/5/2021 | Ally Financial | ALLY | Maintain | Outperform (N/A) |
|
Details | ||
| 6/18/2021 | Paysafe | PSFE | New Coverage | Outperform (N/A) |
11.22 (8.07) |
-28.07% | Details | |
| 6/15/2021 | JPMorgan | JPM | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/9/2021 | Regional Management | RM | Downgrade | Market Perform (Outperform) |
50.48 (43.50) |
-13.83% | Details | |
| 4/30/2021 | The Carlyle Group LP | CG | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 4/19/2021 | Ally Financial | ALLY | Maintain | Outperform (Outperform) |
|
Details | ||
| 4/19/2021 | Discover Financial | DFS | Downgrade | Market Perform (Outperform) |
102.00 (200.05) |
96.13% | Details | |
| 4/19/2021 | OneMain | OMF | Downgrade | Market Perform (Outperform) |
55.21 (59.25) |
7.32% | Details | |
| 4/15/2021 | JPMorgan | JPM | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 4/15/2021 | Wells Fargo | WFC | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 3/29/2021 | Ares Management, L.P. | ARES | Downgrade | Market Perform (Outperform) |
53.97 (121.81) |
125.7% | Details | |
| 3/29/2021 | Franklin Resources | BEN | Upgrade | Outperform (Market Perform) |
29.12 (33.50) |
15.04% | Details | |
| 3/9/2021 | Athene Holding | ATH | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/19/2021 | Focus Financial Partners | FOCS | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/12/2021 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2021 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2021 | CIT Group | CIT | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 1/28/2021 | The Blackstone Group | BX | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 1/22/2021 | Discover Financial | DFS | Maintain | Outperform (Outperform) |
|
Details | ||
| 1/21/2021 | Morgan Stanley | MS | Maintain | Outperform (Outperform) |
|
Details | ||
| 1/18/2021 | Wells Fargo | WFC | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 1/18/2021 | JPMorgan | JPM | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 12/10/2020 | Ally Financial | ALLY | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/29/2020 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2020 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2020 | CIT Group | CIT | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/29/2020 | Regional Management | RM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2020 | World Acceptance Corp | WRLD | Maintain | Underperform (N/A) |
|
Details | ||
| 11/29/2020 | OneMain | OMF | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2020 | Navient Corporation | NAVI | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/29/2020 | SLM Corp. | SLM | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/29/2020 | Credit Acceptance Corp. | CACC | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/29/2020 | Santander Consumer USA Holdings Inc. | SC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2020 | Ally Financial | ALLY | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2020 | Synchrony Financial | SYF | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2020 | Discover Financial | DFS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2020 | American Express | AXP | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/29/2020 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2020 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2020 | Wells Fargo | WFC | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/29/2020 | Bank of America | BAC | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/29/2020 | JPMorgan | JPM | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/11/2020 | CIT Group | CIT | Downgrade | Market Perform (Outperform) |
35.18 (53.50) |
52.08% | Details | |
| 11/10/2020 | Ebix, Inc. | EBIX | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/6/2020 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2020 | Apollo Global Management | APO | Upgrade | Outperform (Market Perform) |
38.89 (120.34) |
209.44% | Details | |
| 10/23/2020 | World Acceptance Corp | WRLD | Maintain | Underperform (N/A) |
|
Details | ||
| 10/23/2020 | SLM Corp. | SLM | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/23/2020 | Discover Financial | DFS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2020 | Goldman Sachs | GS | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/15/2020 | BlackRock | BLK | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 9/25/2020 | Ally Financial | ALLY | Maintain | Outperform (Outperform) |
|
Details | ||
| 7/27/2020 | American Express | AXP | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 7/20/2020 | Ally Financial | ALLY | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2020 | Ally Financial | ALLY | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2020 | BlackRock | BLK | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/17/2020 | Ally Financial | ALLY | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2020 | Wells Fargo | WFC | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/29/2020 | T. Rowe Price | TROW | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/15/2020 | Apollo Global Management | APO | Downgrade | Market Perform (Outperform) |
41.66 (120.34) |
188.86% | Details | |
| 5/15/2020 | Ally Financial | ALLY | Upgrade | Outperform (Market Perform) |
13.98 (45.59) |
226.11% | Details | |
| 5/15/2020 | Discover Financial | DFS | Upgrade | Outperform (Market Perform) |
36.39 (200.05) |
449.74% | Details | |
| 5/15/2020 | Regional Management | RM | Upgrade | Outperform (Market Perform) |
11.30 (50.48) |
346.73% | Details | |
| 5/15/2020 | Goldman Sachs | GS | Upgrade | Outperform (Market Perform) |
171.80 (1055.18) |
514.19% | Details | |
| 5/15/2020 | CIT Group | CIT | Upgrade | Outperform (Market Perform) |
13.33 (53.50) |
301.35% | Details | |
| 5/15/2020 | PayPal | PYPL | Downgrade | Market Perform (Outperform) |
143.73 (191.88) |
33.5% | Details | |
| 5/15/2020 | SLM Corp. | SLM | Downgrade | Market Perform (Outperform) |
7.29 (24.96) |
242.39% | Details | |
| 5/7/2020 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2020 | Ares Management, L.P. | ARES | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/7/2020 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2020 | AssetMark Financial Holdings Inc. | AMK | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/4/2020 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2020 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2020 | The Carlyle Group LP | CG | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/1/2020 | Franklin Resources | BEN | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/27/2020 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2020 | American Express | AXP | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/24/2020 | The Blackstone Group | BX | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/24/2020 | Invesco | IVZ | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/21/2020 | Ally Financial | ALLY | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/16/2020 | Goldman Sachs | GS | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/16/2020 | Bank of America | BAC | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/16/2020 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2020 | JPMorgan | JPM | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/15/2020 | Wells Fargo | WFC | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/26/2020 | Square | SQ | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 3/3/2020 | Ebix, Inc. | EBIX | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/26/2020 | JPMorgan | JPM | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/20/2020 | Ally Financial | ALLY | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/19/2020 | Franklin Resources | BEN | Upgrade | Market Perform (Underperform) |
26.05 (33.50) |
28.6% | Details | |
| 2/19/2020 | Athene Holding | ATH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2020 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2020 | Ares Management, L.P. | ARES | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/13/2020 | Global Payments | GPN | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/12/2020 | OneMain | OMF | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2020 | The Carlyle Group LP | CG | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/31/2020 | Credit Acceptance Corp. | CACC | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/31/2020 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2020 | The Blackstone Group | BX | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/31/2020 | Franklin Resources | BEN | Maintain | Underperform (N/A) |
|
Details | ||
| 1/27/2020 | Synchrony Financial | SYF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2020 | Discover Financial | DFS | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/27/2020 | American Express | AXP | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/27/2020 | Synchrony Financial | SYF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2020 | Discover Financial | DFS | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/27/2020 | American Express | AXP | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/24/2020 | SLM Corp. | SLM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2020 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2020 | BlackRock | BLK | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/16/2020 | Goldman Sachs | GS | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/15/2020 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2020 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2020 | JPMorgan | JPM | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/15/2020 | Wells Fargo | WFC | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/3/2020 | Bank of America | BAC | Downgrade | Market Perform (Outperform) |
35.22 (59.67) |
69.42% | Details | |
| 12/18/2019 | AssetMark Financial Holdings Inc. | AMK | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/13/2019 | Ebix, Inc. | EBIX | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/11/2019 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2019 | Regional Management | RM | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/8/2019 | Square | SQ | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/7/2019 | AssetMark Financial Holdings Inc. | AMK | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/5/2019 | Credit Acceptance Corp. | CACC | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/31/2019 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2019 | Santander Consumer USA Holdings Inc. | SC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2019 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2019 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2019 | SLM Corp. | SLM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2019 | The Blackstone Group | BX | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/24/2019 | Navient Corporation | NAVI | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/24/2019 | Invesco | IVZ | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/23/2019 | Discover Financial | DFS | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/21/2019 | American Express | AXP | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/16/2019 | JPMorgan | JPM | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/16/2019 | BlackRock | BLK | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/16/2019 | Wells Fargo | WFC | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/16/2019 | Goldman Sachs | GS | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/16/2019 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 10/8/2019 | Victory Capital Holdings, Inc. | VCTR | New Coverage | Outperform (N/A) |
14.55 (92.24) |
533.95% | Details | |
| 10/8/2019 | AssetMark Financial Holdings Inc. | AMK | New Coverage | Market Perform (N/A) |
24.04 (35.24) |
46.59% | Details | |
| 10/8/2019 | Ares Management, L.P. | ARES | New Coverage | Market Perform (N/A) |
26.42 (121.81) |
361.05% | Details | |
| 10/8/2019 | Invesco | IVZ | New Coverage | Market Perform (N/A) |
15.89 (28.98) |
82.38% | Details | |
| 10/8/2019 | The Carlyle Group LP | CG | New Coverage | Market Perform (N/A) |
24.80 (44.71) |
80.28% | Details | |
| 10/8/2019 | Franklin Resources | BEN | New Coverage | Underperform (N/A) |
27.38 (26.05) |
-4.86% | Details | |
| 10/8/2019 | T. Rowe Price | TROW | New Coverage | Market Perform (N/A) |
110.98 (118.55) |
6.82% | Details | |
| 10/8/2019 | KKR | KKR | New Coverage | Outperform (N/A) |
25.88 (96.94) |
274.57% | Details | |
| 10/8/2019 | The Blackstone Group | BX | New Coverage | Market Perform (N/A) |
46.93 (123.09) |
162.28% | Details | |
| 10/8/2019 | BlackRock | BLK | New Coverage | Market Perform (N/A) |
427.44 (1036.11) |
142.4% | Details | |
| 10/8/2019 | Victory Capital Holdings, Inc. | VCTR | New Coverage | Outperform (N/A) |
14.55 (92.24) |
533.95% | Details | |
| 10/8/2019 | Apollo Global Management | APO | New Coverage | Outperform (N/A) |
37.59 (120.34) |
220.14% | Details | |
| 8/15/2019 | CIT Group | CIT | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/9/2019 | Ebix, Inc. | EBIX | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/7/2019 | Athene Holding | ATH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2019 | Square | SQ | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/2/2019 | Total System Services | TSS | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/1/2019 | Global Payments | GPN | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/1/2019 | Credit Acceptance Corp. | CACC | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/31/2019 | OneMain | OMF | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2019 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2019 | World Acceptance Corp | WRLD | Maintain | Underperform (N/A) |
|
Details | ||
| 7/26/2019 | SLM Corp. | SLM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2019 | Navient Corporation | NAVI | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/26/2019 | First Data Corporation | FDC | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/25/2019 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2019 | Santander Consumer USA Holdings Inc. | SC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2019 | Discover Financial | DFS | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/24/2019 | CIT Group | CIT | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/22/2019 | Ebix, Inc. | EBIX | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/21/2019 | Synchrony Financial | SYF | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2019 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2019 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2019 | Ally Financial | ALLY | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2019 | Wells Fargo | WFC | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/17/2019 | JPMorgan | JPM | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/17/2019 | Goldman Sachs | GS | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/15/2019 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 7/1/2019 | Santander Consumer USA Holdings Inc. | SC | Maintain | Outperform (N/A) |
|
Details | ||
| 6/18/2019 | Bank of America | BAC | Upgrade | Outperform (Market Perform) |
28.04 (35.22) |
25.61% | Details | |
| 5/30/2019 | Total System Services | TSS | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/29/2019 | Global Payments | GPN | Downgrade | Market Perform (Outperform) |
153.44 (76.04) |
-50.44% | Details | |
| 5/16/2019 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2019 | Ebix, Inc. | EBIX | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/10/2019 | World Acceptance Corp | WRLD | Maintain | Underperform (N/A) |
|
Details | ||
| 5/9/2019 | Athene Holding | ATH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2019 | Square | SQ | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/3/2019 | Worldplay Inc. | WP | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/3/2019 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2019 | First Data Corporation | FDC | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/1/2019 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2019 | Credit Acceptance Corp. | CACC | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/29/2019 | Discover Financial | DFS | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/29/2019 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2019 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2019 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2019 | Total System Services | TSS | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/25/2019 | Navient Corporation | NAVI | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/22/2019 | SLM Corp. | SLM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2019 | Ally Financial | ALLY | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/18/2019 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2019 | Bank of America | BAC | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/16/2019 | Goldman Sachs | GS | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/16/2019 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2019 | Wells Fargo | WFC | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/15/2019 | JPMorgan | JPM | Maintain | Market Perform () |
|
Details | ||
| 4/1/2019 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2019 | Worldplay Inc. | WP | Downgrade | Market Perform (Outperform) |
98.68 (135.00) |
36.81% | Details | |
| 3/5/2019 | Ebix, Inc. | EBIX | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/1/2019 | Square | SQ | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/28/2019 | JPMorgan | JPM | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/28/2019 | Athene Holding | ATH | Upgrade | Outperform (Market Perform) |
44.38 (83.33) |
87.76% | Details | |
| 2/27/2019 | Worldplay Inc. | WP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2019 | Credit Acceptance Corp. | CACC | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/1/2019 | World Acceptance Corp | WRLD | Maintain | Underperform (N/A) |
|
Details | ||
| 2/1/2019 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2019 | Total System Services | TSS | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/31/2019 | Santander Consumer USA Holdings Inc. | SC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2019 | Ally Financial | ALLY | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/25/2019 | SLM Corp. | SLM | Upgrade | Outperform (Market Perform) |
9.49 (24.96) |
163.01% | Details | |
| 1/24/2019 | Synchrony Financial | SYF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2019 | Navient Corporation | NAVI | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/23/2019 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2019 | Goldman Sachs | GS | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/15/2019 | Citi | C | Upgrade | Outperform (Market Perform) |
56.69 (140.79) |
148.35% | Details | |
| 12/12/2018 | Athene Holding | ATH | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/15/2018 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2018 | World Acceptance Corp | WRLD | Maintain | Underperform (N/A) |
|
Details | ||
| 11/2/2018 | Santander Consumer USA Holdings Inc. | SC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2018 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2018 | Credit Acceptance Corp. | CACC | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/1/2018 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2018 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2018 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2018 | Synchrony Financial | SYF | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2018 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2018 | American Express | AXP | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/15/2018 | Wells Fargo | WFC | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/15/2018 | JPMorgan | JPM | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/15/2018 | Citi | C | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/1/2018 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/27/2018 | First Data Corporation | FDC | New Coverage | Market Perform (N/A) |
25.22 (31.69) |
25.65% | Details | |
| 9/27/2018 | Global Payments | GPN | New Coverage | Outperform (N/A) |
127.86 (153.44) |
20.01% | Details | |
| 9/27/2018 | Ebix, Inc. | EBIX | New Coverage | Market Perform (N/A) |
79.35 (1.16) |
-98.54% | Details | |
| 9/27/2018 | Total System Services | TSS | New Coverage | Market Perform (N/A) |
98.78 (133.27) |
34.92% | Details | |
| 9/27/2018 | Square | SQ | New Coverage | Market Perform (N/A) |
95.35 (94.99) |
-0.38% | Details | |
| 9/27/2018 | Worldplay Inc. | WP | New Coverage | Outperform (N/A) |
99.71 (98.68) |
-1.03% | Details | |
| 9/27/2018 | PayPal | PYPL | New Coverage | Outperform (N/A) |
90.04 (46.32) |
-48.56% | Details | |
| 9/27/2018 | MasterCard | MA | New Coverage | Outperform (N/A) |
222.12 (526.74) |
137.14% | Details | |
| 9/27/2018 | Visa | V | New Coverage | Outperform (N/A) |
149.58 (348.97) |
133.3% | Details | |
| 8/14/2018 | Corporate Capital Trust | CCT | Maintain | Market Perform (N/A) |
|
Details |
