Ratings by RBC Capital (Kenneth Lee)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/3/2026 | Blackstone Secured Lending Fund | BXSL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2026 | Cannae Holdings | CNNE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2026 | Safehold | SAFE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2026 | Blue Owl Capital Corp. | OBDC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2026 | Chimera Investment Corp | CIM | Maintain | (N/A) |
|
Details | ||
| 2/10/2026 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2026 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2026 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2026 | OneMain | OMF | Maintain | (N/A) |
|
Details | ||
| 2/6/2026 | Artisan Partners Asset Management | APAM | Maintain | (N/A) |
|
Details | ||
| 2/6/2026 | Acadian Asset Management | AAMI | Maintain | (N/A) |
|
Details | ||
| 2/5/2026 | Annaly Capital Management | NLY | Maintain | (N/A) |
|
Details | ||
| 2/3/2026 | Federated Hermes Inc. | FHI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/2/2026 | Ameriprise Financial | AMP | Maintain | (N/A) |
|
Details | ||
| 1/29/2026 | AGNC Investment Corp | AGNC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2026 | Invesco | IVZ | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2026 | Federated Hermes Inc. | FHI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/21/2026 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2026 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2026 | Acadian Asset Management | AAMI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/21/2026 | Invesco | IVZ | Upgrade | Outperform (Sector Perform) |
27.91 (23.67) |
-15.19% | Details | |
| 12/17/2025 | Blue Owl Technology Finance Corp. | OTF | New Coverage | Sector Perform (N/A) |
13.93 (11.82) |
-15.15% | Details | |
| 12/9/2025 | Chimera Investment Corp | CIM | Downgrade | Sector Perform (Outperform) |
12.83 (13.58) |
5.85% | Details | |
| 12/5/2025 | Blue Owl Technology Finance Corp. | OTF | New Coverage | Sector Perform (N/A) |
14.52 (13.93) |
-4.06% | Details | |
| 11/26/2025 | Blue Owl Capital Corp. | OBDC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/26/2025 | Palmer Square Capital BDC | PSBD | Downgrade | Sector Perform (Outperform) |
12.05 (10.93) |
-9.29% | Details | |
| 11/26/2025 | Morgan Stanley Direct Lending | MSDL | Downgrade | Sector Perform (Outperform) |
17.01 (14.76) |
-13.23% | Details | |
| 11/19/2025 | Kayne Anderson BDC | KBDC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2025 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2025 | Cannae Holdings | CNNE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2025 | Blackstone Secured Lending Fund | BXSL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2025 | Safehold | SAFE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2025 | OneMain | OMF | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2025 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2025 | Invesco | IVZ | Maintain | (N/A) |
|
Details | ||
| 10/30/2025 | Invesco | IVZ | Maintain | (N/A) |
|
Details | ||
| 10/22/2025 | AGNC Investment Corp | AGNC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/10/2025 | Invesco | IVZ | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/10/2025 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 10/10/2025 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 9/29/2025 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 9/17/2025 | OneMain | OMF | Maintain | Outperform (N/A) |
|
Details | ||
| 9/15/2025 | Annaly Capital Management | NLY | Maintain | Outperform (N/A) |
|
Details | ||
| 9/12/2025 | MFA Financial Inc. | MFA | Maintain | Sector Perform (N/A) |
|
Details | ||
| 9/10/2025 | Morgan Stanley Direct Lending | MSDL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/10/2025 | MSC Income Fund Inc | MSIF | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2025 | Blackstone Secured Lending Fund | BXSL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2025 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2025 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2025 | Federated Hermes Inc. | FHI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/1/2025 | Rithm Capital Corp. | RITM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | Artisan Partners Asset Management | APAM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2025 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2025 | Invesco | IVZ | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/10/2025 | Federated Hermes Inc. | FHI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/10/2025 | Cannae Holdings | CNNE | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2025 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2025 | Artisan Partners Asset Management | APAM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2025 | Two Harbors Investment | TWO | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/28/2025 | MFA Financial Inc. | MFA | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/27/2025 | Annaly Capital Management | NLY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2025 | Palmer Square Capital BDC | PSBD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2025 | Morgan Stanley Direct Lending | MSDL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2025 | Safehold | SAFE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2025 | MidCap Financial Investment Corp | MFIC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/13/2025 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2025 | Blackstone Secured Lending Fund | BXSL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2025 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2025 | Federated Hermes Inc. | FHI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/6/2025 | Artisan Partners Asset Management | APAM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2025 | AGNC Investment Corp | AGNC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2025 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2025 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2025 | Invesco | IVZ | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/21/2025 | Federated Hermes Inc. | FHI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/21/2025 | Cannae Holdings | CNNE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2025 | Artisan Partners Asset Management | APAM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2025 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2025 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2025 | Blackstone Secured Lending Fund | BXSL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2025 | Cannae Holdings | CNNE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2025 | MSC Income Fund Inc | MSIF | New Coverage | Outperform (N/A) |
17.37 (12.62) |
-27.35% | Details | |
| 2/13/2025 | Two Harbors Investment | TWO | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/3/2025 | Artisan Partners Asset Management | APAM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2025 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2025 | OneMain | OMF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2025 | Federated Hermes Inc. | FHI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/27/2025 | Annaly Capital Management | NLY | Maintain | Outperform (N/A) |
|
Details | ||
| 12/20/2024 | Rithm Capital Corp. | RITM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2024 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/10/2024 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 12/10/2024 | Federated Hermes Inc. | FHI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 12/10/2024 | Artisan Partners Asset Management | APAM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/10/2024 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 12/10/2024 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 12/10/2024 | Brightsphere Investment | BSIG | Downgrade | Sector Perform (Outperform) |
30.93 (26.34) |
-14.84% | Details | |
| 11/18/2024 | Kayne Anderson BDC | KBDC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2024 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2024 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2024 | Federated Hermes Inc. | FHI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/10/2024 | OneMain | OMF | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2024 | AGNC Investment Corp | AGNC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2024 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2024 | Morgan Stanley Direct Lending | MSDL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2024 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2024 | Invesco | IVZ | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/19/2024 | OneMain | OMF | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2024 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2024 | Invesco | IVZ | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/16/2024 | Federated Hermes Inc. | FHI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/16/2024 | Artisan Partners Asset Management | APAM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/17/2024 | Kayne Anderson BDC | KBDC | New Coverage | Outperform (N/A) |
16.13 (13.65) |
-15.38% | Details | |
| 5/23/2024 | Morgan Stanley Direct Lending | MSDL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2024 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 5/17/2024 | Blue Owl Capital Corp. | OBDC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2024 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2024 | Cannae Holdings | CNNE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2024 | Rithm Capital Corp. | RITM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2024 | Safehold | SAFE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2024 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2024 | Brightsphere Investment | BSIG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2024 | OneMain | OMF | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2024 | Federated Hermes Inc. | FHI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/25/2024 | Invesco | IVZ | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/1/2024 | OneMain | OMF | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2024 | MidCap Financial Investment Corp | MFIC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/20/2024 | Morgan Stanley Direct Lending | MSDL | New Coverage | Outperform (N/A) |
20.55 (17.01) |
-17.23% | Details | |
| 2/15/2024 | Safehold | SAFE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2024 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2024 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2024 | Palmer Square Capital BDC | PSBD | New Coverage | Outperform (N/A) |
16.15 (12.05) |
-25.39% | Details | |
| 2/8/2024 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2024 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2024 | Federated Hermes Inc. | FHI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/29/2024 | Artisan Partners Asset Management | APAM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2024 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2024 | AGNC Investment Corp | AGNC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2024 | Brightsphere Investment | BSIG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2024 | Federated Hermes Inc. | FHI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/22/2024 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2024 | Invesco | IVZ | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/5/2024 | Annaly Capital Management | NLY | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2024 | AGNC Investment Corp | AGNC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2023 | Cannae Holdings | CNNE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2023 | Safehold | SAFE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2023 | Brightsphere Investment | BSIG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2023 | AGNC Investment Corp | AGNC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2023 | Annaly Capital Management | NLY | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2023 | OneMain | OMF | Maintain | Outperform (N/A) |
|
Details | ||
| 10/13/2023 | Cannae Holdings | CNNE | Maintain | Outperform (N/A) |
|
Details | ||
| 8/17/2023 | Federated Hermes Inc. | FHI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/14/2023 | Two Harbors Investment | TWO | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/14/2023 | Safehold | SAFE | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2023 | Blue Owl Capital Corp. | OBDC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2023 | Blackstone Secured Lending Fund | BXSL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2023 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | Brightsphere Investment | BSIG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2023 | MidCap Financial Investment Corp | MFIC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/2/2023 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2023 | OneMain | OMF | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2023 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2023 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2023 | Artisan Partners Asset Management | APAM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2023 | Invesco | IVZ | Maintain | Sector Perform (N/A) |
|
Details | ||
| 6/30/2023 | Safehold | SAFE | New Coverage | Outperform (N/A) |
22.70 (15.40) |
-32.16% | Details | |
| 5/17/2023 | Chimera Investment Corp | CIM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2023 | Cannae Holdings | CNNE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2023 | OneMain | OMF | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2023 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2023 | Annaly Capital Management | NLY | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2023 | Invesco | IVZ | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/27/2023 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2023 | The RMR Group Inc. | RMR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/7/2023 | American Capital Agency | AGNC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/25/2022 | MFA Mortgage | MFA | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/17/2022 | Two Harbors Investment | TWO | Downgrade | Sector Perform (Outperform) |
16.57 (9.26) |
-44.12% | Details | |
| 11/15/2022 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2022 | Blackstone Secured Lending Fund | BXSL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2022 | Cannae Holdings | CNNE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2022 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2022 | Reinsurance Group of America | RGA | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/7/2022 | Brightsphere Investment | BSIG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2022 | Artisan Partners Asset Management | APAM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2022 | Hercules Technology Growth Capital | HTGC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2022 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2022 | Federated Hermes Inc. | FHI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/31/2022 | OneMain | OMF | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2022 | Annaly Capital Management | NLY | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2022 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2022 | American Capital Agency | AGNC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2022 | OneMain | OMF | Maintain | Outperform (N/A) |
|
Details | ||
| 10/5/2022 | Two Harbors Investment | TWO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/5/2022 | MFA Mortgage | MFA | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/5/2022 | Chimera Investment Corp | CIM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/5/2022 | Annaly Capital Management | NLY | Maintain | Outperform (N/A) |
|
Details | ||
| 10/5/2022 | American Capital Agency | AGNC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2022 | Rithm Capital Corp. | RITM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2022 | MFA Mortgage | MFA | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/12/2022 | Blackstone Secured Lending Fund | BXSL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2022 | Two Harbors Investment | TWO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2022 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2022 | Owl Rock | ORCC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2022 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2022 | Reinsurance Group of America | RGA | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/2/2022 | Federated Hermes Inc. | FHI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/1/2022 | OneMain | OMF | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2022 | MFA Mortgage | MFA | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/23/2022 | Chimera Investment Corp | CIM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2022 | The RMR Group Inc. | RMR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/16/2022 | Blackstone Secured Lending Fund | BXSL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2022 | American Capital Agency | AGNC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2022 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2022 | Brightsphere Investment | BSIG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2022 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2022 | Invesco | IVZ | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/3/2022 | OneMain | OMF | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2022 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2022 | Annaly Capital Management | NLY | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2022 | Artisan Partners Asset Management | APAM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2022 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2022 | Blackstone Secured Lending Fund | BXSL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2022 | Chimera Investment Corp | CIM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2022 | Two Harbors Investment | TWO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2022 | Annaly Capital Management | NLY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2022 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2022 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2022 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2022 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2022 | Artisan Partners Asset Management | APAM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2022 | American Capital Agency | AGNC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2022 | Brightsphere Investment | BSIG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2022 | The RMR Group Inc. | RMR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/31/2022 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2022 | Invesco | IVZ | Maintain | Sector Perform (N/A) |
|
Details | ||
| 12/20/2021 | Cannae Holdings | CNNE | New Coverage | Outperform (N/A) |
32.46 (11.59) |
-64.29% | Details | |
| 11/22/2021 | Blackstone Secured Lending Fund | BXSL | New Coverage | Outperform (N/A) |
32.36 (23.82) |
-26.39% | Details | |
| 11/19/2021 | New Residential Investment | NRZ | Maintain | Outperform (N/A) |
|
Details | ||
| 11/17/2021 | Two Harbors Investment | TWO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2021 | American Equity Investment Life Holding | AEL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2021 | Chimera Investment Corp | CIM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2021 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2021 | Reinsurance Group of America | RGA | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/1/2021 | Brightsphere Investment | BSIG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2021 | American Capital Agency | AGNC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2021 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2021 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2021 | Artisan Partners Asset Management | APAM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2021 | Two Harbors Investment | TWO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2021 | Owl Rock | ORCC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2021 | American Equity Investment Life Holding | AEL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2021 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2021 | Brightsphere Investment | BSIG | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2021 | Two Harbors Investment | TWO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2021 | OneMain | OMF | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2021 | MFA Mortgage | MFA | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/18/2021 | Chimera Investment Corp | CIM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2021 | American Capital Agency | AGNC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2021 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2021 | Reinsurance Group of America | RGA | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/5/2021 | Invesco | IVZ | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/3/2021 | OneMain | OMF | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2021 | Hercules Technology Growth Capital | HTGC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2021 | Artisan Partners Asset Management | APAM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2021 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2021 | American Equity Investment Life Holding | AEL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2021 | NRG Energy | NRG | New Coverage | Outperform (N/A) |
35.82 (154.32) |
330.82% | Details | |
| 3/25/2021 | New Residential Investment | NRZ | New Coverage | Outperform (N/A) |
10.76 (10.89) |
1.21% | Details | |
| 3/25/2021 | Hercules Technology Growth Capital | HTGC | New Coverage | Outperform (N/A) |
15.69 (14.86) |
-5.29% | Details | |
| 2/26/2021 | Owl Rock | ORCC | Upgrade | Outperform (Sector Perform) |
13.93 (13.48) |
-3.23% | Details | |
| 2/24/2021 | MFA Mortgage | MFA | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/23/2021 | Two Harbors Investment | TWO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2021 | Chimera Investment Corp | CIM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2021 | American Equity Investment Life Holding | AEL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2021 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2021 | Annaly Capital Management | NLY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2021 | OneMain | OMF | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2021 | Reinsurance Group of America | RGA | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/28/2021 | American Capital Agency | AGNC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/23/2020 | The RMR Group Inc. | RMR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/16/2020 | MFA Mortgage | MFA | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/13/2020 | Two Harbors Investment | TWO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2020 | Owl Rock | ORCC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/11/2020 | Chimera Investment Corp | CIM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2020 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2020 | American Equity Investment Life Holding | AEL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2020 | American Capital Agency | AGNC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2020 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2020 | Invesco | IVZ | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/2/2020 | American Equity Investment Life Holding | AEL | Upgrade | Outperform (Sector Perform) |
21.99 (56.47) |
156.8% | Details | |
| 8/14/2020 | Chimera Investment Corp | CIM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2020 | The RMR Group Inc. | RMR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/11/2020 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2020 | Brightsphere Investment | BSIG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2020 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2020 | American Equity Investment Life Holding | AEL | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/31/2020 | Artisan Partners Asset Management | APAM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2020 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2020 | Invesco | IVZ | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/18/2020 | Chimera Investment Corp | CIM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2020 | Two Harbors Investment | TWO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2020 | The RMR Group Inc. | RMR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/12/2020 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2020 | Two Harbors Investment | TWO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2020 | American Capital Agency | AGNC | Upgrade | Outperform (Sector Perform) |
12.69 (10.64) |
-16.15% | Details | |
| 4/29/2020 | Waddell & Reed | WDR | Maintain | Underperform (N/A) |
|
Details | ||
| 4/24/2020 | Invesco | IVZ | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/25/2020 | MFA Mortgage | MFA | Downgrade | Sector Perform (Outperform) |
2.70 (10.10) |
274.07% | Details | |
| 3/20/2020 | OneMain | OMF | New Coverage | Outperform (N/A) |
14.34 (53.41) |
272.45% | Details | |
| 3/20/2020 | Reinsurance Group of America | RGA | Downgrade | Sector Perform (Outperform) |
72.14 (207.17) |
187.18% | Details | |
| 3/20/2020 | FGL Holdings | FG | Downgrade | Sector Perform (Outperform) |
8.90 (22.82) |
156.4% | Details | |
| 3/20/2020 | American Equity Investment Life Holding | AEL | Downgrade | Sector Perform (Outperform) |
11.57 (56.47) |
388.07% | Details | |
| 2/25/2020 | MFA Mortgage | MFA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2020 | Chimera Investment Corp | CIM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2020 | Owl Rock | ORCC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/20/2020 | Legg Mason | LM | Downgrade | Sector Perform (Outperform) |
50.66 (49.99) |
-1.32% | Details | |
| 2/18/2020 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2020 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2020 | Annaly Capital Management | NLY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2020 | The RMR Group Inc. | RMR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/6/2020 | Artisan Partners Asset Management | APAM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2020 | American Capital Agency | AGNC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/3/2020 | Federated Investors | FII | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/31/2020 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2020 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2020 | Reinsurance Group of America | RGA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2020 | Legg Mason | LM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2020 | Invesco | IVZ | Downgrade | Sector Perform (Outperform) |
17.98 (27.91) |
55.23% | Details | |
| 1/3/2020 | Owl Rock | ORCC | Downgrade | Sector Perform (Outperform) |
17.89 (13.48) |
-24.65% | Details | |
| 1/3/2020 | Ameriprise Financial | AMP | Upgrade | Outperform (Sector Perform) |
166.58 (464.89) |
179.08% | Details | |
| 12/12/2019 | The RMR Group Inc. | RMR | New Coverage | Sector Perform (N/A) |
46.03 (17.11) |
-62.83% | Details | |
| 11/8/2019 | American Equity Investment Life Holding | AEL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2019 | Two Harbors Investment | TWO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2019 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2019 | Brightsphere Investment | BSIG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2019 | American Capital Agency | AGNC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/1/2019 | Reinsurance Group of America | RGA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2019 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2019 | Legg Mason | LM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2019 | Artisan Partners Asset Management | APAM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2019 | Invesco | IVZ | Maintain | Outperform (N/A) |
|
Details | ||
| 10/3/2019 | Chimera Investment Corp | CIM | New Coverage | Outperform (N/A) |
19.66 (12.83) |
-34.74% | Details | |
| 10/3/2019 | MFA Mortgage | MFA | New Coverage | Outperform (N/A) |
7.28 (10.10) |
38.74% | Details | |
| 10/3/2019 | Two Harbors Investment | TWO | New Coverage | Outperform (N/A) |
13.01 (9.26) |
-28.82% | Details | |
| 10/3/2019 | American Capital Agency | AGNC | New Coverage | Sector Perform (N/A) |
15.81 (12.69) |
-19.73% | Details | |
| 10/3/2019 | Annaly Capital Management | NLY | New Coverage | Outperform (N/A) |
8.59 (22.41) |
160.88% | Details | |
| 8/14/2019 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2019 | Owl Rock | ORCC | New Coverage | Outperform (N/A) |
15.90 (13.48) |
-15.22% | Details | |
| 8/7/2019 | American Equity Investment Life Holding | AEL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2019 | Legg Mason | LM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2019 | Brightsphere Investment | BSIG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2019 | Artisan Partners Asset Management | APAM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2019 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2019 | Reinsurance Group of America | RGA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2019 | Ameriprise Financial | AMP | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/25/2019 | Invesco | IVZ | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2019 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2019 | Legg Mason | LM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2019 | Brightsphere Investment | BSIG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2019 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2019 | Waddell & Reed | WDR | Maintain | Underperform (N/A) |
|
Details | ||
| 4/29/2019 | Federated Investors | FII | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/26/2019 | Ameriprise Financial | AMP | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/15/2019 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2019 | Brightsphere Investment | BSIG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2019 | American Equity Investment Life Holding | AEL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2019 | Victory Capital Holdings, Inc. | VCTR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2019 | Waddell & Reed | WDR | Maintain | Underperform (N/A) |
|
Details | ||
| 2/6/2019 | Artisan Partners Asset Management | APAM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2019 | Ameriprise Financial | AMP | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/31/2019 | Invesco | IVZ | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2019 | Reinsurance Group of America | RGA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2018 | Reinsurance Group of America | RGA | Upgrade | Outperform (Sector Perform) |
139.60 (207.17) |
48.4% | Details | |
| 11/9/2018 | FGL Holdings | FG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2018 | American Equity Investment Life Holding | AEL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2018 | Artisan Partners Asset Management | APAM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2018 | Waddell & Reed | WDR | Maintain | Underperform (N/A) |
|
Details | ||
| 10/29/2018 | Federated Investors | FII | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/25/2018 | Legg Mason | LM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2018 | Ameriprise Financial | AMP | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/19/2018 | Invesco | IVZ | Maintain | Outperform (N/A) |
|
Details |
