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 (41.87) |
5.87% | Details | |
| 1/29/2024 | Moelis | MC | New Coverage | Market Perform (N/A) |
55.65 (64.25) |
15.45% | Details | |
| 1/29/2024 | Evercore Partners | EVR | New Coverage | Market Perform (N/A) |
175.74 (283.62) |
61.39% | Details | |
| 1/29/2024 | Perella Weinberg Partners | PWP | New Coverage | Outperform (N/A) |
11.31 (15.17) |
34.13% | Details | |
| 1/29/2024 | PJT Partners | PJT | New Coverage | Market Perform (N/A) |
96.80 (171.74) |
77.42% | Details | |
| 1/29/2024 | Houlihan Lokey | HLI | New Coverage | Market Perform (N/A) |
122.36 (135.97) |
11.12% | 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 (41.87) |
22.71% | Details | |
| 7/10/2023 | Ares Management, L.P. | ARES | Downgrade | Market Perform (Outperform) |
94.88 (130.63) |
37.68% | Details | |
| 7/10/2023 | BlackRock | BLK | Upgrade | Outperform (Market Perform) |
684.10 (1062.40) |
55.3% | 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 (127.91) |
87% | Details | |
| 1/3/2023 | Apollo Global Management | APO | Downgrade | Market Perform (Outperform) |
63.57 (127.91) |
101.21% | Details | |
| 1/3/2023 | Blue Owl Capital | OWL | Downgrade | Market Perform (Outperform) |
10.67 (10.43) |
-2.25% | Details | |
| 1/3/2023 | The Carlyle Group LP | CG | Downgrade | Market Perform (Outperform) |
30.23 (43.07) |
42.47% | Details | |
| 12/22/2022 | Jefferies Group | JEF | Downgrade | Market Perform (Outperform) |
35.20 (53.93) |
53.21% | Details | |
| 11/3/2022 | Moelis | MC | Downgrade | Underperform (Market Perform) |
43.60 (64.25) |
47.36% | Details | |
| 10/27/2022 | Evercore Partners | EVR | Downgrade | Market Perform (Outperform) |
95.27 (283.62) |
197.7% | Details | |
| 9/26/2022 | Perella Weinberg Partners | PWP | Downgrade | Market Perform (Outperform) |
7.35 (15.17) |
106.39% | Details | |
| 7/13/2022 | Lazard | LAZ | Downgrade | Underperform (Market Perform) |
33.27 (41.87) |
25.85% | 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 (64.25) |
38.83% | Details | |
| 4/6/2022 | PJT Partners | PJT | Upgrade | Outperform (Market Perform) |
63.06 (171.74) |
172.34% | Details | |
| 2/4/2022 | Lazard | LAZ | Downgrade | Market Perform (Outperform) |
42.94 (41.87) |
-2.49% | Details | |
| 1/20/2022 | Northern Trust | NTRS | Upgrade | Outperform (Market Perform) |
125.84 (187.19) |
48.75% | Details | |
| 1/10/2022 | Northern Trust | NTRS | Upgrade | Outperform (Market Perform) |
129.66 (187.19) |
44.37% | Details | |
| 12/17/2021 | Moelis | MC | Upgrade | Outperform (Market Perform) |
61.89 (64.25) |
3.81% | Details | |
| 11/16/2021 | PJT Partners | PJT | Downgrade | Market Perform (Outperform) |
83.43 (171.74) |
105.85% | Details | |
| 11/16/2021 | Jefferies Group | JEF | Downgrade | Market Perform (Outperform) |
42.89 (53.93) |
25.74% | Details | |
| 10/29/2021 | Houlihan Lokey | HLI | Upgrade | Market Perform (Underperform) |
99.90 (135.97) |
36.11% | Details | |
| 10/1/2021 | Lazard | LAZ | Upgrade | Outperform (Market Perform) |
46.41 (41.87) |
-9.78% | Details | |
| 7/20/2021 | Perella Weinberg Partners | PWP | New Coverage | Outperform (N/A) |
12.66 (15.17) |
19.83% | Details | |
| 7/14/2021 | Houlihan Lokey | HLI | Downgrade | Underperform (Market Perform) |
82.27 (135.97) |
65.27% | 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 (24.04) |
-56.76% | 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 (171.74) |
156.14% | Details | |
| 1/14/2021 | Lazard | LAZ | Downgrade | Market Perform (Outperform) |
45.05 (41.87) |
-7.06% | Details | |
| 12/1/2020 | Evercore Partners | EVR | Upgrade | Outperform (Market Perform) |
92.20 (283.62) |
207.61% | 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 (64.25) |
72.16% | 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 (53.93) |
213.73% | Details | |
| 6/15/2020 | CAI International | CAI | Downgrade | Market Perform (Outperform) |
19.37 (24.04) |
24.11% | 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 (64.25) |
82.01% | Details | |
| 1/27/2020 | Lazard | LAZ | Upgrade | Outperform (Market Perform) |
42.39 (41.87) |
-1.23% | Details | |
| 1/27/2020 | Houlihan Lokey | HLI | Downgrade | Market Perform (Outperform) |
52.43 (135.97) |
159.34% | 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 (53.93) |
151.66% | 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 (135.97) |
265.9% | Details | |
| 1/4/2019 | Lazard | LAZ | New Coverage | Market Perform (N/A) |
37.67 (41.87) |
11.15% | 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 |

