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 (43.28) |
9.43% | Details | |
| 1/29/2024 | Moelis | MC | New Coverage | Market Perform (N/A) |
55.65 (71.94) |
29.27% | Details | |
| 1/29/2024 | Evercore Partners | EVR | New Coverage | Market Perform (N/A) |
175.74 (355.48) |
102.28% | Details | |
| 1/29/2024 | Perella Weinberg Partners | PWP | New Coverage | Outperform (N/A) |
11.31 (17.22) |
52.25% | Details | |
| 1/29/2024 | PJT Partners | PJT | New Coverage | Market Perform (N/A) |
96.80 (172.02) |
77.71% | Details | |
| 1/29/2024 | Houlihan Lokey | HLI | New Coverage | Market Perform (N/A) |
122.36 (142.45) |
16.42% | 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 (43.28) |
26.85% | Details | |
| 7/10/2023 | Ares Management, L.P. | ARES | Downgrade | Market Perform (Outperform) |
94.88 (121.83) |
28.4% | Details | |
| 7/10/2023 | BlackRock | BLK | Upgrade | Outperform (Market Perform) |
684.10 (1011.21) |
47.82% | 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 (122.17) |
78.61% | Details | |
| 1/3/2023 | Apollo Global Management | APO | Downgrade | Market Perform (Outperform) |
63.57 (122.17) |
92.18% | Details | |
| 1/3/2023 | Blue Owl Capital | OWL | Downgrade | Market Perform (Outperform) |
10.67 (9.49) |
-11.06% | Details | |
| 1/3/2023 | The Carlyle Group LP | CG | Downgrade | Market Perform (Outperform) |
30.23 (44.04) |
45.68% | Details | |
| 12/22/2022 | Jefferies Group | JEF | Downgrade | Market Perform (Outperform) |
35.20 (54.84) |
55.8% | Details | |
| 11/3/2022 | Moelis | MC | Downgrade | Underperform (Market Perform) |
43.60 (71.94) |
65% | Details | |
| 10/27/2022 | Evercore Partners | EVR | Downgrade | Market Perform (Outperform) |
95.27 (355.48) |
273.13% | Details | |
| 9/26/2022 | Perella Weinberg Partners | PWP | Downgrade | Market Perform (Outperform) |
7.35 (17.22) |
134.29% | Details | |
| 7/13/2022 | Lazard | LAZ | Downgrade | Underperform (Market Perform) |
33.27 (43.28) |
30.09% | 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 (71.94) |
55.45% | Details | |
| 4/6/2022 | PJT Partners | PJT | Upgrade | Outperform (Market Perform) |
63.06 (172.02) |
172.79% | Details | |
| 2/4/2022 | Lazard | LAZ | Downgrade | Market Perform (Outperform) |
42.94 (43.28) |
0.79% | Details | |
| 1/20/2022 | Northern Trust | NTRS | Upgrade | Outperform (Market Perform) |
125.84 (181.14) |
43.94% | Details | |
| 1/10/2022 | Northern Trust | NTRS | Upgrade | Outperform (Market Perform) |
129.66 (181.14) |
39.7% | Details | |
| 12/17/2021 | Moelis | MC | Upgrade | Outperform (Market Perform) |
61.89 (71.94) |
16.24% | Details | |
| 11/16/2021 | PJT Partners | PJT | Downgrade | Market Perform (Outperform) |
83.43 (172.02) |
106.18% | Details | |
| 11/16/2021 | Jefferies Group | JEF | Downgrade | Market Perform (Outperform) |
42.89 (54.84) |
27.86% | Details | |
| 10/29/2021 | Houlihan Lokey | HLI | Upgrade | Market Perform (Underperform) |
99.90 (142.45) |
42.59% | Details | |
| 10/1/2021 | Lazard | LAZ | Upgrade | Outperform (Market Perform) |
46.41 (43.28) |
-6.74% | Details | |
| 7/20/2021 | Perella Weinberg Partners | PWP | New Coverage | Outperform (N/A) |
12.66 (17.22) |
36.02% | Details | |
| 7/14/2021 | Houlihan Lokey | HLI | Downgrade | Underperform (Market Perform) |
82.27 (142.45) |
73.15% | 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 (17.81) |
-67.97% | 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 (172.02) |
156.55% | Details | |
| 1/14/2021 | Lazard | LAZ | Downgrade | Market Perform (Outperform) |
45.05 (43.28) |
-3.93% | Details | |
| 12/1/2020 | Evercore Partners | EVR | Upgrade | Outperform (Market Perform) |
92.20 (355.48) |
285.55% | 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 (71.94) |
92.77% | 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 (54.84) |
219.02% | Details | |
| 6/15/2020 | CAI International | CAI | Downgrade | Market Perform (Outperform) |
19.37 (17.81) |
-8.05% | 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 (71.94) |
103.8% | Details | |
| 1/27/2020 | Lazard | LAZ | Upgrade | Outperform (Market Perform) |
42.39 (43.28) |
2.1% | Details | |
| 1/27/2020 | Houlihan Lokey | HLI | Downgrade | Market Perform (Outperform) |
52.43 (142.45) |
171.7% | 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 (54.84) |
155.9% | 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 (142.45) |
283.34% | Details | |
| 1/4/2019 | Lazard | LAZ | New Coverage | Market Perform (N/A) |
37.67 (43.28) |
14.89% | 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 |

