Ratings by Raymond James (Patrick O\'Shaughnessy)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/10/2026 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/7/2026 | Tradeweb Markets | TW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/6/2026 | SEI Investments | SEIC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/6/2026 | Intercontinental Exchange | ICE | Maintain | Strong Buy (N/A) |
|
Details | ||
| 7/2/2026 | CME Group | CME | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2026 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2026 | Broadridge Financial | BR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2026 | Jones Lang LaSalle | JLL | Maintain | Strong Buy (N/A) |
|
Details | ||
| 4/30/2026 | Intercontinental Exchange | ICE | Maintain | Strong Buy (N/A) |
|
Details | ||
| 4/29/2026 | Tradeweb Markets | TW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2026 | CBRE Group | CBRE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2026 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2026 | SEI Investments | SEIC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2026 | CME Group | CME | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2026 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2026 | Coinbase Global Inc. | COIN | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/7/2026 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2026 | Tradeweb Markets | TW | Maintain | Strong Buy (Market Perform) |
|
Details | ||
| 4/6/2026 | Robinhood Markets | HOOD | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/6/2026 | SEI Investments | SEIC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | Intercontinental Exchange | ICE | Maintain | Strong Buy (N/A) |
|
Details | ||
| 3/31/2026 | FactSet Research Systems | FDS | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/25/2026 | Fair Isaac | FICO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2026 | CME Group | CME | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2026 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | CBRE Group | CBRE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | CBRE Group | CBRE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2026 | Broadridge Financial | BR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2026 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2026 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Strong Buy (N/A) |
|
Details | ||
| 1/8/2026 | Coinbase Global Inc. | COIN | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/7/2026 | Tradeweb Markets | TW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2026 | CBOE Holdings | CBOE | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/6/2026 | Intercontinental Exchange | ICE | Maintain | Strong Buy (N/A) |
|
Details | ||
| 1/5/2026 | Charles Schwab Corp. | SCHW | Maintain | Strong Buy (N/A) |
|
Details | ||
| 1/5/2026 | SEI Investments | SEIC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2025 | FactSet Research Systems | FDS | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/17/2025 | Moody's Corp | MCO | Upgrade | Market Perform (Underperform) |
478.51 (495.72) |
3.6% | Details | |
| 10/16/2025 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2025 | Coinbase Global Inc. | COIN | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/14/2025 | Tradeweb Markets | TW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2025 | SEI Investments | SEIC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/13/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 10/13/2025 | Intercontinental Exchange | ICE | Upgrade | Strong Buy (Outperform) |
159.30 (137.67) |
-13.58% | Details | |
| 9/8/2025 | Miami International Holdings | MIAX | New Coverage | Market Perform (N/A) |
34.95 (42.31) |
21.06% | Details | |
| 8/25/2025 | FactSet Research Systems | FDS | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/6/2025 | Jones Lang LaSalle | JLL | Maintain | Strong Buy (N/A) |
|
Details | ||
| 8/5/2025 | Broadridge Financial | BR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2025 | Cushman & Wakefield | CWK | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2025 | CBRE Group | CBRE | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2025 | Moody's Corp | MCO | Maintain | Underperform (N/A) |
|
Details | ||
| 7/18/2025 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2025 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2025 | Robinhood Markets | HOOD | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/9/2025 | Coinbase Global Inc. | COIN | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/9/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 7/8/2025 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/8/2025 | Fair Isaac | FICO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/7/2025 | SEI Investments | SEIC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/7/2025 | CBOE Holdings | CBOE | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/7/2025 | Tradeweb Markets | TW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/7/2025 | MarketAxess | MKTX | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/26/2025 | FactSet Research Systems | FDS | Upgrade | Market Perform (Underperform) |
437.60 (263.11) |
-39.87% | Details | |
| 6/13/2025 | Dun & Bradstreet | DNB | Downgrade | Market Perform (Strong Buy) |
9.06 (9.15) |
0.99% | Details | |
| 5/12/2025 | Robinhood Markets | HOOD | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/8/2025 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/15/2025 | Moody's Corp | MCO | Maintain | Underperform (N/A) |
|
Details | ||
| 4/8/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2025 | Coinbase Global Inc. | COIN | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/3/2025 | Intercontinental Exchange | ICE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/3/2025 | Robinhood Markets | HOOD | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/2/2025 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2025 | SEI Investments | SEIC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2025 | Intercontinental Exchange | ICE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2025 | Cushman & Wakefield | CWK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2025 | Dun & Bradstreet | DNB | Maintain | Strong Buy (N/A) |
|
Details | ||
| 2/19/2025 | Jones Lang LaSalle | JLL | Maintain | Strong Buy (N/A) |
|
Details | ||
| 2/6/2025 | Tradeweb Markets | TW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2025 | Intercontinental Exchange | ICE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2025 | Robinhood Markets | HOOD | New Coverage | Market Perform (N/A) |
51.90 (109.86) |
111.68% | Details | |
| 1/31/2025 | Broadridge Financial | BR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2025 | SEI Investments | SEIC | Upgrade | Outperform (Market Perform) |
84.39 (96.18) |
13.97% | Details | |
| 1/29/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2025 | CBRE Group | CBRE | Downgrade | Outperform (Strong Buy) |
139.44 (138.03) |
-1.01% | Details | |
| 1/21/2025 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2025 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2025 | Fair Isaac | FICO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2025 | Tradeweb Markets | TW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2025 | Broadridge Financial | BR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2025 | Coinbase Global Inc. | COIN | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/6/2025 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2025 | Intercontinental Exchange | ICE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2024 | Coinbase Global Inc. | COIN | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/2/2024 | Envestnet | ENV | Maintain | Outperform (N/A) |
|
Details | ||
| 6/7/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 5/15/2023 | Charles Schwab Corp. | SCHW | Upgrade | Outperform (Market Perform) |
47.73 (102.38) |
114.5% | Details | |
| 2/1/2023 | Moody's Corp | MCO | Downgrade | Market Perform (Outperform) |
322.75 (495.72) |
53.59% | Details | |
| 10/11/2022 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/11/2022 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/11/2022 | AssetMark Financial Holdings Inc. | AMK | Maintain | Strong Buy (N/A) |
|
Details | ||
| 10/6/2022 | IntercontinentalExchange | ICE | Maintain | Strong Buy (N/A) |
|
Details | ||
| 10/4/2022 | Envestnet | ENV | Maintain | Strong Buy (N/A) |
|
Details | ||
| 10/3/2022 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/28/2022 | Broadridge Financial | BR | Maintain | Outperform (N/A) |
|
Details | ||
| 6/9/2022 | Charles Schwab Corp. | SCHW | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/11/2022 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 4/7/2022 | Envestnet | ENV | Maintain | Strong Buy (N/A) |
|
Details | ||
| 11/24/2021 | Cushman & Wakefield | CWK | Maintain | Strong Buy (N/A) |
|
Details | ||
| 11/3/2021 | Jones Lang LaSalle | JLL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2021 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2021 | Broadridge Financial | BR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2021 | Jones Lang LaSalle | JLL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/11/2021 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2020 | IntercontinentalExchange | ICE | Maintain | Strong Buy (N/A) |
|
Details | ||
| 10/23/2020 | Broadridge Financial | BR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/9/2020 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 10/5/2020 | IntercontinentalExchange | ICE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/16/2020 | Cushman & Wakefield | CWK | New Coverage | Outperform (N/A) |
11.85 (13.32) |
12.41% | Details | |
| 7/10/2020 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 7/7/2020 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/7/2020 | Envestnet | ENV | Maintain | Strong Buy (N/A) |
|
Details | ||
| 2/20/2020 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2020 | CBRE Group | CBRE | Downgrade | Outperform (Strong Buy) |
60.84 (138.03) |
126.87% | Details | |
| 1/14/2020 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2020 | Envestnet | ENV | Maintain | Strong Buy (N/A) |
|
Details | ||
| 11/5/2019 | Charles Schwab Corp. | SCHW | Downgrade | Market Perform (Outperform) |
41.78 (102.38) |
145.05% | Details | |
| 8/2/2019 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2019 | CBRE Group | CBRE | Maintain | Strong Buy (N/A) |
|
Details | ||
| 7/31/2019 | Broadridge Financial | BR | Downgrade | Market Perform (Outperform) |
133.73 (151.04) |
12.94% | Details | |
| 7/30/2019 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Strong Buy () |
|
Details | ||
| 7/19/2019 | E*TRADE | ETFC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/5/2019 | IntercontinentalExchange | ICE | Maintain | Outperform (N/A) |
|
Details | ||
| 7/5/2019 | IntercontinentalExchange | ICE | Maintain | Outperform (Outperform) |
|
Details | ||
| 6/25/2019 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 6/25/2019 | TD Ameritrade | AMTD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/25/2019 | E*TRADE | ETFC | Maintain | Outperform (N/A) |
|
Details | ||
| 6/18/2019 | Tradeweb Markets | TW | New Coverage | Market Perform (N/A) |
41.44 (99.68) |
140.54% | Details | |
| 6/11/2019 | CBOE Holdings | CBOE | Downgrade | Market Perform (Outperform) |
104.20 (277.13) |
165.96% | Details | |
| 5/20/2019 | Broadridge Financial | BR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2019 | Newmark Group, Inc. | NMRK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2019 | Envestnet | ENV | Maintain | Strong Buy (N/A) |
|
Details | ||
| 5/1/2019 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Strong Buy (N/A) |
|
Details | ||
| 4/18/2019 | E*TRADE | ETFC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/18/2019 | E*TRADE | ETFC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/9/2019 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2019 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2019 | TD Ameritrade | AMTD | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2019 | E*TRADE | ETFC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/4/2019 | CBOE Holdings | CBOE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2019 | Broadridge Financial | BR | Upgrade | Outperform (Market Perform) |
99.49 (133.73) |
34.42% | Details | |
| 2/27/2019 | CBOE Holdings | CBOE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2019 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Strong Buy (N/A) |
|
Details | ||
| 2/13/2019 | Newmark Group, Inc. | NMRK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2019 | Jones Lang LaSalle | JLL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2019 | IntercontinentalExchange | ICE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2019 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2019 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2019 | CBOE Holdings | CBOE | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2019 | Envestnet | ENV | Maintain | Strong Buy (N/A) |
|
Details | ||
| 1/2/2019 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Strong Buy (Strong Buy) |
|
Details | ||
| 8/20/2018 | Focus Financial Partners | FOCS | New Coverage | Outperform (N/A) |
38.48 (52.99) |
37.71% | Details | |
| 8/20/2018 | CBOE Holdings | CBOE | Upgrade | Outperform (Market Perform) |
95.11 (104.20) |
9.56% | Details |
