Ratings by BMO Capital (Rufus Hone)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/5/2025 | Remitly Global Inc | RELY | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2025 | Corpay | CPAY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2025 | Global Payments | GPN | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/13/2025 | Repay | RPAY | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/12/2025 | Toast Inc. | TOST | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2025 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2025 | International Money Express | IMXI | Downgrade | Market Perform (Outperform) |
10.46 (15.79) |
50.96% | Details | |
| 5/7/2025 | AvidXChange Holdings | AVDX | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/7/2025 | Global Payments | GPN | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/7/2025 | Corpay | CPAY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2025 | Block Inc. | XYZ | Downgrade | Market Perform (Outperform) |
80.00 (66.33) |
-17.09% | Details | |
| 4/24/2025 | Western Union Co. | WU | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/11/2025 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/11/2025 | International Money Express | IMXI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/11/2025 | Remitly Global Inc | RELY | Maintain | Outperform (N/A) |
|
Details | ||
| 4/11/2025 | AvidXChange Holdings | AVDX | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/11/2025 | Corpay | CPAY | Maintain | Outperform (N/A) |
|
Details | ||
| 4/11/2025 | i3 Verticals | IIIV | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/11/2025 | Repay | RPAY | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/11/2025 | Toast Inc. | TOST | Maintain | Outperform (N/A) |
|
Details | ||
| 4/11/2025 | Global Payments | GPN | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/11/2025 | Block Inc. | XYZ | Maintain | Outperform (N/A) |
|
Details | ||
| 4/11/2025 | PayPal | PYPL | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/11/2025 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2025 | Block Inc. | XYZ | Maintain | Outperform (N/A) |
|
Details | ||
| 3/20/2025 | Affirm Holdings Inc. | AFRM | New Coverage | Outperform (N/A) |
43.70 (51.70) |
18.31% | Details | |
| 3/4/2025 | Repay | RPAY | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/28/2025 | International Money Express | IMXI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2025 | AvidXChange Holdings | AVDX | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/24/2025 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2025 | Block Inc. | XYZ | Upgrade | Outperform (Market Perform) |
83.04 (80.00) |
-3.66% | Details | |
| 2/20/2025 | Remitly Global Inc | RELY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2025 | Toast Inc. | TOST | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2025 | i3 Verticals | IIIV | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/6/2025 | Western Union Co. | WU | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/6/2025 | Corpay | CPAY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2025 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2025 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2025 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2025 | Remitly Global Inc | RELY | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2025 | Corpay | CPAY | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2025 | i3 Verticals | IIIV | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/15/2025 | Toast Inc. | TOST | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2025 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2025 | Toast Inc. | TOST | New Coverage | Outperform (N/A) |
36.38 (30.29) |
-16.74% | Details | |
| 12/19/2024 | Remitly Global Inc | RELY | Maintain | Outperform (N/A) |
|
Details | ||
| 12/19/2024 | Global Payments | GPN | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/19/2024 | PayPal | PYPL | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/19/2024 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/19/2024 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 12/13/2024 | Corpay | CPAY | Maintain | Outperform (N/A) |
|
Details | ||
| 11/25/2024 | Block Inc. | SQ | Downgrade | Market Perform (Outperform) |
92.26 (86.96) |
-5.74% | Details | |
| 11/18/2024 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/14/2024 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2024 | International Money Express | IMXI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2024 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2024 | Corpay | CPAY | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2024 | AvidXChange Holdings | AVDX | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/31/2024 | Remitly Global Inc | RELY | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2024 | Global Payments | GPN | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/30/2024 | PayPal | PYPL | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/1/2024 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 9/25/2024 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 9/25/2024 | Global Payments | GPN | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/18/2024 | Remitly Global Inc | RELY | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2024 | PayPal | PYPL | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/6/2024 | Corpay | CPAY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2024 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2024 | i3 Verticals | IIIV | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/8/2024 | International Money Express | IMXI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2024 | Global Payments | GPN | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/2/2024 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2024 | AvidXChange Holdings | AVDX | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/31/2024 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2024 | PayPal | PYPL | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/24/2024 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2024 | AvidXChange Holdings | AVDX | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/17/2024 | Remitly Global Inc | RELY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2024 | Remitly Global Inc | RELY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/17/2024 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2024 | i3 Verticals | IIIV | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/9/2024 | Corpay | CPAY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2024 | International Money Express | IMXI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2024 | Remitly Global Inc | RELY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2024 | Global Payments | GPN | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/1/2024 | PayPal | PYPL | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/24/2024 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2024 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/29/2024 | AvidXChange Holdings | AVDX | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/28/2024 | International Money Express | IMXI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2024 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2024 | Remitly Global Inc | RELY | Upgrade | Outperform (Market Perform) |
18.00 (17.04) |
-5.33% | Details | |
| 2/15/2024 | Global Payments | GPN | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/14/2024 | FleetCor Technologies | FLT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2024 | i3 Verticals | IIIV | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/8/2024 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2024 | PayPal | PYPL | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/7/2024 | Western Union Co. | WU | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/1/2024 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2023 | Western Union Co. | WU | New Coverage | Market Perform (N/A) |
11.66 (9.74) |
-16.47% | Details | |
| 12/5/2023 | Visa | V | New Coverage | Outperform (N/A) |
256.45 (317.36) |
23.75% | Details | |
| 12/5/2023 | Block Inc. | SQ | New Coverage | Outperform (N/A) |
65.04 (92.26) |
41.85% | Details | |
| 12/5/2023 | Remitly Global Inc | RELY | New Coverage | Market Perform (N/A) |
20.93 (17.04) |
-18.59% | Details | |
| 12/5/2023 | Repay | RPAY | New Coverage | Market Perform (N/A) |
7.62 (2.94) |
-61.42% | Details | |
| 12/5/2023 | Nuvei Corp. | NVEI | New Coverage | Outperform (N/A) |
21.19 (33.99) |
60.41% | Details | |
| 12/5/2023 | MasterCard | MA | New Coverage | Outperform (N/A) |
414.36 (522.34) |
26.06% | Details | |
| 12/5/2023 | PayPal | PYPL | New Coverage | Market Perform (N/A) |
59.65 (46.97) |
-21.26% | Details | |
| 12/5/2023 | International Money Express | IMXI | New Coverage | Outperform (N/A) |
20.99 (15.79) |
-24.77% | Details | |
| 12/5/2023 | i3 Verticals | IIIV | New Coverage | Market Perform (N/A) |
19.97 (23.51) |
17.73% | Details | |
| 12/5/2023 | Global Payments | GPN | New Coverage | Market Perform (N/A) |
119.79 (76.40) |
-36.22% | Details | |
| 12/5/2023 | FleetCor Technologies | FLT | New Coverage | Outperform (N/A) |
251.63 (303.26) |
20.52% | Details | |
| 12/5/2023 | Fiserv | FI | New Coverage | Outperform (N/A) |
130.61 (63.80) |
-51.15% | Details | |
| 12/5/2023 | AvidXChange Holdings | AVDX | New Coverage | Market Perform (N/A) |
11.01 (10.00) |
-9.17% | Details | |
| 11/8/2023 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2023 | TPG Inc. | TPG | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/2/2023 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2023 | The Blackstone Group | BX | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/15/2023 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2023 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2023 | Ares Management, L.P. | ARES | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/21/2023 | The Blackstone Group | BX | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/16/2023 | TPG Inc. | TPG | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/5/2023 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2023 | Ares Management, L.P. | ARES | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/16/2023 | TPG Inc. | TPG | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/10/2023 | Ares Management, L.P. | ARES | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/27/2023 | The Blackstone Group | BX | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/4/2023 | The Blackstone Group | BX | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/5/2022 | The Blackstone Group | BX | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/2/2022 | The Blackstone Group | BX | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/22/2022 | The Blackstone Group | BX | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/17/2022 | TPG Inc. | TPG | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/14/2022 | Ares Management, L.P. | ARES | Downgrade | Market Perform (Outperform) |
84.10 (110.01) |
30.81% | Details | |
| 11/11/2022 | TPG Inc. | TPG | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/10/2022 | The Carlyle Group LP | CG | Maintain | Underperform (N/A) |
|
Details | ||
| 10/21/2022 | The Blackstone Group | BX | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/21/2022 | The Blackstone Group | BX | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/20/2022 | The Blackstone Group | BX | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/6/2022 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2022 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2022 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2022 | The Blackstone Group | BX | Maintain | Outperform (N/A) |
|
Details | ||
| 3/28/2022 | TPG Inc. | TPG | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/15/2022 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2022 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2022 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2022 | TPG Inc. | TPG | New Coverage | Market Perform (N/A) |
30.99 (43.07) |
38.98% | Details | |
| 2/4/2022 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2021 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2021 | The Blackstone Group | BX | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/13/2021 | The Carlyle Group LP | CG | Upgrade | Outperform (Market Perform) |
48.81 (48.90) |
0.18% | Details | |
| 7/30/2021 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 6/8/2021 | Ares Management, L.P. | ARES | Upgrade | Outperform (Market Perform) |
56.57 (110.01) |
94.47% | Details |
