Ratings by Jefferies (Kyle Joseph)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 11/18/2025 | Gladstone Capital | GLAD | Maintain | Buy (N/A) |
|
Details | ||
| 7/21/2025 | Guild Holdings Co. | GHLD | Downgrade | Hold (Buy) |
19.85 (20.01) |
0.81% | Details | |
| 6/6/2025 | Compass Diversified | CODI | Downgrade | Hold (Buy) |
7.16 (7.16) |
0% | Details | |
| 12/18/2024 | PennyMac Financial | PFSI | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2024 | PROG Holdings | PRG | Maintain | Buy (N/A) |
|
Details | ||
| 4/4/2024 | Conn's Inc. | CONN | Maintain | Buy (N/A) |
|
Details | ||
| 2/1/2024 | Oaktree Specialty Lending Corp | OCSL | Maintain | Buy (Buy) |
|
Details | ||
| 12/7/2023 | Conn's Inc. | CONN | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2023 | Aaron's | AAN | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2023 | UWM Holdings Corp. | UWMC | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2023 | PROG Holdings | PRG | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2023 | Aaron's | AAN | Maintain | Buy (N/A) |
|
Details | ||
| 7/17/2023 | UWM Holdings Corp. | UWMC | Maintain | Buy (N/A) |
|
Details | ||
| 7/17/2023 | Guild Holdings Co. | GHLD | Maintain | Buy (N/A) |
|
Details | ||
| 7/17/2023 | PennyMac Financial | PFSI | New Coverage | Buy (N/A) |
73.63 (86.20) |
17.07% | Details | |
| 7/5/2023 | Trinity Capital Inc. | TRIN | New Coverage | Buy (N/A) |
13.26 (14.91) |
12.44% | Details | |
| 7/5/2023 | Gladstone Capital | GLAD | New Coverage | Buy (N/A) |
9.76 (20.44) |
109.43% | Details | |
| 5/26/2023 | UWM Holdings Corp. | UWMC | Upgrade | Buy (Hold) |
4.89 (4.75) |
-2.86% | Details | |
| 5/19/2023 | PROG Holdings | PRG | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2023 | PROG Holdings | PRG | New Coverage | Buy (N/A) |
24.12 (28.48) |
18.08% | Details | |
| 4/11/2023 | Aaron's | AAN | Maintain | Buy (N/A) |
|
Details | ||
| 3/24/2023 | Conn's Inc. | CONN | Maintain | Buy (N/A) |
|
Details | ||
| 12/23/2022 | Compass Diversified | CODI | New Coverage | Buy (N/A) |
16.72 (7.16) |
-57.18% | Details | |
| 11/30/2022 | Conn's Inc. | CONN | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2022 | Ocwen Financial Corp | OCN | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2022 | PennantPark Investment | PNNT | Maintain | Hold (N/A) |
|
Details | ||
| 10/13/2022 | Oaktree Specialty Lending Corp | OCSL | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2022 | Gladstone Investment Corporation | GAIN | Maintain | Hold (N/A) |
|
Details | ||
| 10/13/2022 | Barings BDC Inc. | BBDC | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2022 | Aaron's | AAN | Maintain | Buy (N/A) |
|
Details | ||
| 9/27/2022 | Guild Holdings Co. | GHLD | New Coverage | Buy (N/A) |
9.55 (19.85) |
107.85% | Details | |
| 7/12/2022 | Aaron's | AAN | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2022 | Conn's Inc. | CONN | Maintain | Buy (N/A) |
|
Details | ||
| 3/30/2022 | Conn's Inc. | CONN | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2022 | Affirm Holdings Inc. | AFRM | Maintain | Hold (N/A) |
|
Details | ||
| 10/26/2021 | Affirm Holdings Inc. | AFRM | Maintain | Hold (N/A) |
|
Details | ||
| 9/2/2021 | Conn's Inc. | CONN | Maintain | Buy (N/A) |
|
Details | ||
| 6/14/2021 | Conn's Inc. | CONN | Maintain | Buy (N/A) |
|
Details | ||
| 6/1/2021 | Conn's Inc. | CONN | Maintain | Buy (N/A) |
|
Details | ||
| 5/27/2021 | Capital Southwest Corp | CSWC | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2021 | Aaron's | AAN | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2021 | Oaktree Specialty Lending Corp | OCSL | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2021 | Gladstone Investment Corporation | GAIN | Maintain | Hold (N/A) |
|
Details | ||
| 4/16/2021 | Compass Diversified | CODI | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2021 | Capital Southwest Corp | CSWC | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2021 | Aaron's | AAN | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2021 | Conn's Inc. | CONN | Maintain | Buy (N/A) |
|
Details | ||
| 1/21/2021 | PennantPark Investment | PNNT | Maintain | Hold (N/A) |
|
Details | ||
| 1/21/2021 | Oaktree Specialty Lending Corp | OCSL | Maintain | Buy (N/A) |
|
Details | ||
| 1/21/2021 | Gladstone Investment Corporation | GAIN | Maintain | Hold (N/A) |
|
Details | ||
| 1/21/2021 | Compass Diversified | CODI | Maintain | Buy (N/A) |
|
Details | ||
| 1/21/2021 | Capitala Finance | CPTA | Maintain | Hold (N/A) |
|
Details | ||
| 1/21/2021 | Capital Southwest Corp | CSWC | Maintain | Buy (N/A) |
|
Details | ||
| 1/21/2021 | Barings BDC Inc. | BBDC | Upgrade | Buy (Hold) |
9.11 (8.23) |
-9.66% | Details | |
| 9/11/2020 | Aaron's | AAN | Maintain | Buy (N/A) |
|
Details | ||
| 9/1/2020 | Conn's Inc. | CONN | Maintain | Buy (N/A) |
|
Details | ||
| 8/18/2020 | America's Car-Mart | CRMT | Maintain | Hold (N/A) |
|
Details | ||
| 8/12/2020 | Aaron's | AAN | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2020 | Oaktree Specialty Lending Corp | OCSL | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2020 | PennantPark Investment | PNNT | Maintain | Hold (N/A) |
|
Details | ||
| 8/6/2020 | Barings BDC Inc. | BBDC | Maintain | Hold (N/A) |
|
Details | ||
| 8/5/2020 | Capitala Finance | CPTA | Maintain | Hold (N/A) |
|
Details | ||
| 7/30/2020 | World Acceptance Corp | WRLD | Maintain | Underperform (N/A) |
|
Details | ||
| 7/30/2020 | Aaron's | AAN | Maintain | Buy (N/A) |
|
Details | ||
| 7/22/2020 | Consumer Portfolio Services | CPSS | Maintain | Buy (N/A) |
|
Details | ||
| 6/10/2020 | Conn's Inc. | CONN | Maintain | Buy (N/A) |
|
Details | ||
| 6/9/2020 | Aaron's | AAN | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2020 | Conn's Inc. | CONN | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2020 | Capital Southwest Corp | CSWC | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2020 | Compass Diversified | CODI | New Coverage | Buy (N/A) |
18.18 (6.33) |
-65.18% | Details | |
| 4/15/2020 | Conn's Inc. | CONN | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2020 | Oaktree Specialty Lending Corp | OCSL | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2020 | Gladstone Investment Corporation | GAIN | Maintain | Hold (N/A) |
|
Details | ||
| 4/15/2020 | Capital Southwest Corp | CSWC | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2020 | Conn's Inc. | CONN | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2019 | Oaktree Specialty Lending Corp | OCSL | New Coverage | Buy (N/A) |
5.08 (11.46) |
125.59% | Details | |
| 10/10/2019 | Capital Southwest Corp | CSWC | New Coverage | Buy (N/A) |
21.48 (22.18) |
3.26% | Details | |
| 8/19/2019 | Aaron's | AAN | Maintain | Buy (N/A) |
|
Details | ||
| 5/29/2019 | Conn's Inc. | CONN | Maintain | Buy (N/A) |
|
Details | ||
| 3/18/2019 | Rent-A-Center | RCII | Maintain | Hold (N/A) |
|
Details | ||
| 2/6/2019 | Gladstone Investment Corporation | GAIN | Maintain | Hold (N/A) |
|
Details | ||
| 8/16/2018 | Conn's Inc. | CONN | New Coverage | Buy (N/A) |
35.40 (0.10) |
-99.72% | Details |

