Ratings by BofA Securities (Mihir Bhatia)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/22/2026 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 7/22/2026 | Capital One Financial | COF | Maintain | Buy (N/A) |
|
Details | ||
| 6/10/2026 | Bread Financial Holdings | BFH | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2026 | Enact Holdings Inc | ACT | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2026 | Radian Group | RDN | Upgrade | Buy (Underperform) |
35.91 (38.68) |
7.71% | Details | |
| 4/23/2026 | American Express | AXP | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2026 | Capital One Financial | COF | Maintain | Buy (N/A) |
|
Details | ||
| 4/21/2026 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 4/21/2026 | NMI Holdings | NMIH | Maintain | Buy (N/A) |
|
Details | ||
| 4/21/2026 | Essent Group | ESNT | Maintain | Buy (N/A) |
|
Details | ||
| 4/21/2026 | Enact Holdings Inc | ACT | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2026 | American Express | AXP | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2026 | Corpay | CPAY | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2026 | WEX Inc. | WEX | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2026 | Upstart Holdings Inc | UPST | Maintain | Neutral (N/A) |
|
Details | ||
| 4/13/2026 | SoFi Technologies | SOFI | Maintain | Underperform (N/A) |
|
Details | ||
| 4/13/2026 | SLM Corp. | SLM | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2026 | Navient Corporation | NAVI | Maintain | Underperform (N/A) |
|
Details | ||
| 4/13/2026 | Capital One Financial | COF | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2026 | Rocket Cos Inc. | RKT | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2026 | Navient Corporation | NAVI | Maintain | Underperform (N/A) |
|
Details | ||
| 3/30/2026 | Rocket Cos Inc. | RKT | Maintain | Buy (N/A) |
|
Details | ||
| 3/16/2026 | American Express | AXP | Maintain | Buy (N/A) |
|
Details | ||
| 3/16/2026 | Capital One Financial | COF | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2026 | Bread Financial Holdings | BFH | Maintain | Buy (N/A) |
|
Details | ||
| 3/9/2026 | SLM Corp. | SLM | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2026 | American Express | AXP | Maintain | Buy (N/A) |
|
Details | ||
| 2/20/2026 | Klarna | KLAR | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2026 | OneMain | OMF | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2026 | SoFi Technologies | SOFI | Maintain | Underperform (N/A) |
|
Details | ||
| 12/15/2025 | Capital One Financial | COF | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2025 | LoanDepot Inc | LDI | Maintain | Underperform (N/A) |
|
Details | ||
| 11/18/2025 | Klarna | KLAR | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2025 | OneMain | OMF | Maintain | Buy (N/A) |
|
Details | ||
| 10/22/2025 | WEX Inc. | WEX | Upgrade | Buy (Neutral) |
155.01 (176.15) |
13.64% | Details | |
| 10/6/2025 | Klarna | KLAR | New Coverage | Buy (N/A) |
40.69 (13.57) |
-66.65% | Details | |
| 9/15/2025 | American Express | AXP | Maintain | Buy (N/A) |
|
Details | ||
| 9/10/2025 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 9/10/2025 | Rocket Cos Inc. | RKT | Upgrade | Buy (Neutral) |
20.46 (13.05) |
-36.22% | Details | |
| 8/15/2025 | Capital One Financial | COF | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2025 | SoFi Technologies | SOFI | Maintain | Underperform (N/A) |
|
Details | ||
| 7/15/2025 | American Express | AXP | Maintain | Buy (N/A) |
|
Details | ||
| 6/16/2025 | Capital One Financial | COF | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2025 | Bread Financial Holdings | BFH | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2025 | SoFi Technologies | SOFI | Maintain | Underperform (N/A) |
|
Details | ||
| 4/11/2025 | American Express | AXP | Upgrade | Buy (Neutral) |
246.89 (326.17) |
32.11% | Details | |
| 3/26/2025 | WEX Inc. | WEX | Maintain | Neutral (N/A) |
|
Details | ||
| 3/17/2025 | Capital One Financial | COF | Maintain | Buy (N/A) |
|
Details | ||
| 3/10/2025 | Bread Financial Holdings | BFH | Maintain | Buy (N/A) |
|
Details | ||
| 3/10/2025 | WEX Inc. | WEX | Maintain | Neutral (N/A) |
|
Details | ||
| 3/7/2025 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 3/7/2025 | SoFi Technologies | SOFI | Maintain | Underperform (N/A) |
|
Details | ||
| 2/19/2025 | Capital One Financial | COF | Upgrade | Buy (Neutral) |
202.80 (202.84) |
0.02% | Details | |
| 2/6/2025 | WEX Inc. | WEX | Downgrade | Neutral (Buy) |
186.78 (155.01) |
-17.01% | Details | |
| 1/31/2025 | OneMain | OMF | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2025 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2025 | Corpay | CPAY | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2025 | WEX Inc. | WEX | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2025 | SoFi Technologies | SOFI | Maintain | Underperform (N/A) |
|
Details | ||
| 1/24/2025 | American Express | AXP | Maintain | Neutral (N/A) |
|
Details | ||
| 12/9/2024 | NMI Holdings | NMIH | Maintain | Buy (N/A) |
|
Details | ||
| 12/9/2024 | Essent Group | ESNT | Maintain | Buy (N/A) |
|
Details | ||
| 12/9/2024 | Enact Holdings Inc | ACT | Maintain | Buy (N/A) |
|
Details | ||
| 12/9/2024 | MGIC Investment | MTG | Downgrade | Underperform (Buy) |
25.52 (29.65) |
16.18% | Details | |
| 12/9/2024 | Capital One Financial | COF | Downgrade | Neutral (Buy) |
187.96 (202.80) |
7.9% | Details | |
| 12/9/2024 | SoFi Technologies | SOFI | Downgrade | Underperform (Neutral) |
16.02 (16.46) |
2.75% | Details | |
| 11/15/2024 | Rocket Cos Inc. | RKT | Upgrade | Neutral (Underperform) |
13.66 (13.05) |
-4.47% | Details | |
| 11/13/2024 | Rocket Cos Inc. | RKT | Maintain | Underperform (N/A) |
|
Details | ||
| 10/16/2024 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 8/21/2024 | American Express | AXP | Downgrade | Neutral (Buy) |
253.08 (246.89) |
-2.45% | Details | |
| 8/9/2024 | Synchrony Financial | SYF | Upgrade | Buy (Neutral) |
45.76 (72.90) |
59.31% | Details | |
| 8/9/2024 | Bread Financial Holdings | BFH | Upgrade | Buy (Neutral) |
47.73 (104.31) |
118.54% | Details | |
| 7/26/2024 | Bread Financial Holdings | BFH | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2024 | Capital One Financial | COF | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2024 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 6/11/2024 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2024 | SoFi Technologies | SOFI | Maintain | Neutral (N/A) |
|
Details | ||
| 3/14/2024 | Guild Holdings Co. | GHLD | Maintain | Underperform (N/A) |
|
Details | ||
| 3/14/2024 | LoanDepot Inc | LDI | Maintain | Underperform (N/A) |
|
Details | ||
| 3/11/2024 | American Express | AXP | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2024 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 2/15/2024 | NMI Holdings | NMIH | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2024 | Capital One Financial | COF | Maintain | Buy (N/A) |
|
Details | ||
| 12/6/2023 | Discover Financial | DFS | Upgrade | Buy (Neutral) |
99.08 (200.05) |
101.91% | Details | |
| 12/6/2023 | Capital One Financial | COF | Upgrade | Buy (Neutral) |
115.32 (202.84) |
75.89% | Details | |
| 11/13/2023 | Enact Holdings Inc | ACT | Upgrade | Buy (Neutral) |
27.67 (46.76) |
68.99% | Details | |
| 10/17/2023 | NMI Holdings | NMIH | New Coverage | Buy (N/A) |
27.75 (42.75) |
54.05% | Details | |
| 10/5/2023 | Bread Financial Holdings | BFH | Downgrade | Neutral (Buy) |
31.34 (104.31) |
232.83% | Details | |
| 8/1/2023 | SoFi Technologies | SOFI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/21/2023 | Discover Financial | DFS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2023 | Bread Financial Holdings | BFH | Maintain | Buy (N/A) |
|
Details | ||
| 6/16/2023 | SoFi Technologies | SOFI | Downgrade | Neutral (Buy) |
9.55 (16.46) |
72.36% | Details | |
| 6/15/2023 | OneMain | OMF | New Coverage | Buy (N/A) |
42.16 (59.74) |
41.7% | Details | |
| 6/13/2023 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 6/9/2023 | SoFi Technologies | SOFI | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2023 | Radian Group | RDN | Downgrade | Underperform (Buy) |
24.85 (35.91) |
44.51% | Details | |
| 5/9/2023 | Enact Holdings Inc | ACT | Upgrade | Neutral (Underperform) |
23.85 (46.76) |
96.06% | Details | |
| 4/20/2023 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/11/2023 | Capital One Financial | COF | Maintain | Neutral (N/A) |
|
Details | ||
| 3/15/2023 | Discover Financial | DFS | Upgrade | Neutral (Underperform) |
101.44 (200.05) |
97.21% | Details | |
| 2/13/2023 | Essent Group | ESNT | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2023 | WEX Inc. | WEX | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2023 | FleetCor Technologies | FLT | Upgrade | Buy (Neutral) |
201.01 (303.26) |
50.87% | Details | |
| 1/24/2023 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 12/15/2022 | Radian Group | RDN | Upgrade | Buy (Neutral) |
18.39 (38.68) |
110.33% | Details | |
| 12/13/2022 | Synchrony Financial | SYF | Downgrade | Neutral (Buy) |
35.57 (72.90) |
104.95% | Details | |
| 12/13/2022 | Discover Financial | DFS | Downgrade | Underperform (Buy) |
105.28 (200.05) |
90.02% | Details | |
| 12/2/2022 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 11/28/2022 | SoFi Technologies | SOFI | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2022 | Rocket Cos Inc. | RKT | Maintain | Underperform (N/A) |
|
Details | ||
| 10/20/2022 | WEX Inc. | WEX | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2022 | FleetCor Technologies | FLT | Downgrade | Neutral (Buy) |
167.48 (303.26) |
81.07% | Details | |
| 10/6/2022 | Bread Financial Holdings | BFH | Maintain | Buy (N/A) |
|
Details | ||
| 10/6/2022 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 10/6/2022 | Discover Financial | DFS | Maintain | Buy (N/A) |
|
Details | ||
| 10/6/2022 | American Express | AXP | Maintain | Buy (N/A) |
|
Details | ||
| 9/14/2022 | SoFi Technologies | SOFI | Upgrade | Buy (Neutral) |
5.84 (16.46) |
181.85% | Details | |
| 9/13/2022 | Discover Financial | DFS | Maintain | Buy (N/A) |
|
Details | ||
| 8/18/2022 | Radian Group | RDN | Upgrade | Neutral (Underperform) |
23.32 (38.68) |
65.87% | Details | |
| 8/18/2022 | Enact Holdings Inc | ACT | Downgrade | Underperform (Neutral) |
27.66 (46.76) |
69.05% | Details | |
| 8/18/2022 | MGIC Investment | MTG | Upgrade | Buy (Neutral) |
15.35 (29.65) |
93.16% | Details | |
| 7/20/2022 | Guild Holdings Co. | GHLD | Maintain | Underperform (N/A) |
|
Details | ||
| 7/20/2022 | LoanDepot Inc | LDI | Maintain | Underperform (N/A) |
|
Details | ||
| 7/20/2022 | Rocket Cos Inc. | RKT | Maintain | Underperform (N/A) |
|
Details | ||
| 6/16/2022 | American Express | AXP | Maintain | Buy (N/A) |
|
Details | ||
| 5/17/2022 | American Express | AXP | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2022 | Bread Financial Holdings | BFH | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2022 | SoFi Technologies | SOFI | Maintain | Neutral (N/A) |
|
Details | ||
| 3/2/2022 | SoFi Technologies | SOFI | Downgrade | Neutral (Buy) |
11.20 (16.46) |
46.96% | Details | |
| 2/22/2022 | Home Point Capital Inc. | HMPT | Maintain | Underperform (N/A) |
|
Details | ||
| 2/11/2022 | SoFi Technologies | SOFI | New Coverage | Buy (N/A) |
12.39 (11.20) |
-9.6% | Details | |
| 1/26/2022 | American Express | AXP | Upgrade | Buy (Neutral) |
173.11 (326.17) |
88.42% | Details | |
| 1/19/2022 | Alliance Data Systems | ADS | Maintain | Buy (N/A) |
|
Details | ||
| 11/17/2021 | MGIC Investment | MTG | Downgrade | Neutral (Buy) |
15.37 (29.65) |
92.91% | Details | |
| 11/17/2021 | Radian Group | RDN | Downgrade | Underperform (Buy) |
22.20 (38.68) |
74.23% | Details | |
| 10/13/2021 | WEX Inc. | WEX | Upgrade | Buy (Neutral) |
178.18 (176.15) |
-1.14% | Details | |
| 9/16/2021 | American Express | AXP | Upgrade | Neutral (Underperform) |
161.34 (326.17) |
102.16% | Details | |
| 9/14/2021 | Discover Financial | DFS | Maintain | Buy (N/A) |
|
Details | ||
| 8/31/2021 | Alliance Data Systems | ADS | Upgrade | Buy (Neutral) |
94.63 (56.80) |
-39.98% | Details | |
| 7/27/2021 | American Express | AXP | Maintain | Underperform (N/A) |
|
Details | ||
| 7/8/2021 | American Express | AXP | Maintain | Underperform (N/A) |
|
Details | ||
| 6/16/2021 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2021 | Alliance Data Systems | ADS | Downgrade | Neutral (Buy) |
122.82 (56.80) |
-53.75% | Details | |
| 4/21/2021 | Home Point Capital Inc. | HMPT | Downgrade | Underperform (Buy) |
9.92 (2.32) |
-76.61% | Details | |
| 4/19/2021 | WEX Inc. | WEX | Maintain | Neutral (N/A) |
|
Details | ||
| 4/19/2021 | FleetCor Technologies | FLT | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2021 | Home Point Capital Inc. | HMPT | New Coverage | Buy (N/A) |
11.54 (2.32) |
-79.9% | Details | |
| 2/10/2021 | Alliance Data Systems | ADS | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2021 | WEX Inc. | WEX | Downgrade | Neutral (Buy) |
202.30 (176.15) |
-12.93% | Details | |
| 1/6/2021 | FleetCor Technologies | FLT | Upgrade | Buy (Neutral) |
267.00 (303.26) |
13.58% | Details | |
| 5/27/2020 | Radian Group | RDN | Maintain | Buy (N/A) |
|
Details | ||
| 5/27/2020 | MGIC Investment | MTG | Maintain | Buy (N/A) |
|
Details | ||
| 5/27/2020 | Essent Group | ESNT | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2020 | Radian Group | RDN | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2020 | MGIC Investment | MTG | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2020 | Essent Group | ESNT | Maintain | Buy (N/A) |
|
Details |
