Ratings by Keefe, Bruyette & Woods (Michael Brown)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 12/20/2024 | Lazard | LAZ | Downgrade | Market Perform (Outperform) |
50.76 (55.99) |
10.3% | Details | |
| 11/6/2024 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2024 | Ares Management, L.P. | ARES | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/2/2024 | The Carlyle Group LP | CG | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/7/2024 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2024 | P10 Inc | PX | Downgrade | Market Perform (Outperform) |
9.10 (10.54) |
15.82% | Details | |
| 1/29/2024 | Lazard | LAZ | New Coverage | Outperform (N/A) |
39.55 (37.81) |
-4.4% | Details | |
| 1/29/2024 | Moelis | MC | New Coverage | Market Perform (N/A) |
55.65 (55.00) |
-1.17% | Details | |
| 1/29/2024 | Evercore Partners | EVR | New Coverage | Market Perform (N/A) |
175.74 (259.12) |
47.45% | Details | |
| 1/29/2024 | Perella Weinberg Partners | PWP | New Coverage | Outperform (N/A) |
11.31 (12.30) |
8.75% | Details | |
| 1/29/2024 | PJT Partners | PJT | New Coverage | Market Perform (N/A) |
96.80 (143.58) |
48.33% | Details | |
| 1/29/2024 | Houlihan Lokey | HLI | New Coverage | Market Perform (N/A) |
122.36 (131.28) |
7.29% | Details | |
| 7/28/2023 | Textainer Group Holdings | TGH | Downgrade | Market Perform (Outperform) |
41.25 (49.99) |
21.19% | Details | |
| 7/13/2023 | Lazard | LAZ | Upgrade | Market Perform (Underperform) |
34.12 (37.81) |
10.81% | Details | |
| 7/10/2023 | Ares Management, L.P. | ARES | Downgrade | Market Perform (Outperform) |
94.88 (121.88) |
28.46% | Details | |
| 7/10/2023 | BlackRock | BLK | Upgrade | Outperform (Market Perform) |
684.10 (1131.50) |
65.4% | Details | |
| 5/23/2023 | Greenhill | GHL | Upgrade | Market Perform (Underperform) |
6.78 (14.99) |
121.09% | Details | |
| 4/12/2023 | Triton International | TRTN | Downgrade | Market Perform (Outperform) |
63.01 (79.55) |
26.25% | Details | |
| 2/10/2023 | Apollo Global Management | APO | Upgrade | Outperform (Market Perform) |
68.40 (115.60) |
69.01% | Details | |
| 1/3/2023 | Apollo Global Management | APO | Downgrade | Market Perform (Outperform) |
63.57 (115.60) |
81.85% | Details | |
| 1/3/2023 | Blue Owl Capital | OWL | Downgrade | Market Perform (Outperform) |
10.67 (9.30) |
-12.84% | Details | |
| 1/3/2023 | The Carlyle Group LP | CG | Downgrade | Market Perform (Outperform) |
30.23 (38.76) |
28.22% | Details | |
| 12/22/2022 | Jefferies Group | JEF | Downgrade | Market Perform (Outperform) |
35.20 (45.69) |
29.8% | Details | |
| 11/3/2022 | Moelis | MC | Downgrade | Underperform (Market Perform) |
43.60 (55.00) |
26.15% | Details | |
| 10/27/2022 | Evercore Partners | EVR | Downgrade | Market Perform (Outperform) |
95.27 (259.12) |
171.98% | Details | |
| 9/26/2022 | Perella Weinberg Partners | PWP | Downgrade | Market Perform (Outperform) |
7.35 (12.30) |
67.35% | Details | |
| 7/13/2022 | Lazard | LAZ | Downgrade | Underperform (Market Perform) |
33.27 (37.81) |
13.65% | Details | |
| 4/28/2022 | Greenhill | GHL | Downgrade | Underperform (Market Perform) |
13.15 (14.99) |
13.99% | Details | |
| 4/6/2022 | Moelis | MC | Downgrade | Market Perform (Outperform) |
46.28 (55.00) |
18.84% | Details | |
| 4/6/2022 | PJT Partners | PJT | Upgrade | Outperform (Market Perform) |
63.06 (143.58) |
127.69% | Details | |
| 2/4/2022 | Lazard | LAZ | Downgrade | Market Perform (Outperform) |
42.94 (37.81) |
-11.95% | Details | |
| 1/20/2022 | Northern Trust | NTRS | Upgrade | Outperform (Market Perform) |
125.84 (170.98) |
35.87% | Details | |
| 1/10/2022 | Northern Trust | NTRS | Upgrade | Outperform (Market Perform) |
129.66 (170.98) |
31.87% | Details | |
| 12/17/2021 | Moelis | MC | Upgrade | Outperform (Market Perform) |
61.89 (55.00) |
-11.13% | Details | |
| 11/16/2021 | PJT Partners | PJT | Downgrade | Market Perform (Outperform) |
83.43 (143.58) |
72.1% | Details | |
| 11/16/2021 | Jefferies Group | JEF | Downgrade | Market Perform (Outperform) |
42.89 (45.69) |
6.53% | Details | |
| 10/29/2021 | Houlihan Lokey | HLI | Upgrade | Market Perform (Underperform) |
99.90 (131.28) |
31.41% | Details | |
| 10/1/2021 | Lazard | LAZ | Upgrade | Outperform (Market Perform) |
46.41 (37.81) |
-18.53% | Details | |
| 7/20/2021 | Perella Weinberg Partners | PWP | New Coverage | Outperform (N/A) |
12.66 (12.30) |
-2.84% | Details | |
| 7/14/2021 | Houlihan Lokey | HLI | Downgrade | Underperform (Market Perform) |
82.27 (131.28) |
59.57% | Details | |
| 7/14/2021 | Greenhill | GHL | Upgrade | Market Perform (Underperform) |
14.74 (14.99) |
1.7% | Details | |
| 6/30/2021 | CAI International | CAI | Downgrade | Market Perform (Outperform) |
55.60 (32.41) |
-41.71% | Details | |
| 4/11/2021 | Evercore Partners | EVR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2021 | PJT Partners | PJT | New Coverage | Outperform (N/A) |
67.05 (143.58) |
114.14% | Details | |
| 1/14/2021 | Lazard | LAZ | Downgrade | Market Perform (Outperform) |
45.05 (37.81) |
-16.07% | Details | |
| 12/1/2020 | Evercore Partners | EVR | Upgrade | Outperform (Market Perform) |
92.20 (259.12) |
181.04% | Details | |
| 11/3/2020 | Greenhill | GHL | Downgrade | Underperform (Market Perform) |
12.93 (14.99) |
15.93% | Details | |
| 10/19/2020 | CAI International | CAI | Upgrade | Outperform (Market Perform) |
28.12 (55.60) |
97.72% | Details | |
| 10/19/2020 | Textainer Group Holdings | TGH | Upgrade | Outperform (Market Perform) |
14.35 (49.99) |
248.36% | Details | |
| 10/9/2020 | Moelis | MC | Downgrade | Market Perform (Outperform) |
37.32 (55.00) |
47.37% | Details | |
| 10/9/2020 | Greenhill | GHL | Upgrade | Market Perform (Underperform) |
12.05 (14.99) |
24.4% | Details | |
| 9/16/2020 | Jefferies Group | JEF | Upgrade | Outperform (Market Perform) |
17.19 (45.69) |
165.79% | Details | |
| 6/15/2020 | CAI International | CAI | Downgrade | Market Perform (Outperform) |
19.37 (32.41) |
67.32% | Details | |
| 5/7/2020 | CAI International | CAI | Upgrade | Outperform (Market Perform) |
15.48 (19.37) |
25.13% | Details | |
| 1/27/2020 | Moelis | MC | Upgrade | Outperform (Market Perform) |
35.30 (55.00) |
55.81% | Details | |
| 1/27/2020 | Lazard | LAZ | Upgrade | Outperform (Market Perform) |
42.39 (37.81) |
-10.8% | Details | |
| 1/27/2020 | Houlihan Lokey | HLI | Downgrade | Market Perform (Outperform) |
52.43 (131.28) |
150.39% | Details | |
| 11/1/2019 | Textainer Group Holdings | TGH | New Coverage | Market Perform (N/A) |
10.46 (49.99) |
377.92% | Details | |
| 9/17/2019 | Jefferies Group | JEF | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/31/2019 | Moelis | MC | Downgrade | Market Perform (Outperform) |
35.88 (35.30) |
-1.62% | Details | |
| 7/11/2019 | Jefferies Group | JEF | New Coverage | Market Perform (N/A) |
21.43 (45.69) |
113.21% | Details | |
| 4/30/2019 | Greenhill | GHL | Downgrade | Underperform (Market Perform) |
23.79 (14.99) |
-36.99% | Details | |
| 2/21/2019 | CAI International | CAI | Downgrade | Market Perform (Outperform) |
25.96 (15.48) |
-40.37% | Details | |
| 1/4/2019 | Greenhill | GHL | New Coverage | Market Perform (N/A) |
25.09 (23.79) |
-5.18% | Details | |
| 1/4/2019 | Houlihan Lokey | HLI | New Coverage | Outperform (N/A) |
37.16 (131.28) |
253.28% | Details | |
| 1/4/2019 | Lazard | LAZ | New Coverage | Market Perform (N/A) |
37.67 (37.81) |
0.37% | Details | |
| 9/7/2018 | CAI International | CAI | Upgrade | Outperform (Market Perform) |
25.50 (25.96) |
1.8% | Details | |
| 9/7/2018 | Triton International | TRTN | Upgrade | Outperform (Market Perform) |
37.00 (79.55) |
115% | Details |


