Ratings by Morgan Stanley (Ryan Kenny)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 9/8/2026 | Prosperity Bancshares | PB | Downgrade | Underweight (Equalweight) |
72.42 (71.79) |
-0.87% | Details | |
| 9/8/2026 | Bank OZK | OZK | Downgrade | Underweight (Equalweight) |
50.17 (49.26) |
-1.81% | Details | |
| 9/8/2026 | Flagstar Bank | FLG | Upgrade | Overweight (Equalweight) |
13.47 (13.50) |
0.22% | Details | |
| 9/8/2026 | Pinnacle Financial Partners | PNFP | New Coverage | Overweight (N/A) |
95.41 (95.41) |
0% | Details | |
| 9/8/2026 | First Horizon National | FHN | New Coverage | Equalweight (N/A) |
24.96 (24.67) |
-1.16% | Details | |
| 7/30/2026 | Moelis | MC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2026 | Houlihan Lokey | HLI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2026 | Evercore Partners | EVR | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/24/2026 | Lazard | LAZ | Maintain | Underweight (N/A) |
|
Details | ||
| 7/23/2026 | SEI Investments | SEIC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2026 | SEI Investments | SEIC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2026 | Lazard | LAZ | Maintain | Underweight (N/A) |
|
Details | ||
| 7/9/2026 | Houlihan Lokey | HLI | Maintain | Overweight (N/A) |
|
Details | ||
| 6/15/2026 | Lincoln International | LCLN | New Coverage | Equalweight (N/A) |
24.47 (26.90) |
9.93% | Details | |
| 6/9/2026 | Jefferies Group | JEF | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/4/2026 | Lazard | LAZ | Maintain | Underweight (N/A) |
|
Details | ||
| 5/1/2026 | Lazard | LAZ | Maintain | Underweight (N/A) |
|
Details | ||
| 4/29/2026 | Evercore Partners | EVR | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/23/2026 | SEI Investments | SEIC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/9/2026 | Lazard | LAZ | Maintain | Underweight (N/A) |
|
Details | ||
| 4/9/2026 | Moelis | MC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/9/2026 | Houlihan Lokey | HLI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/9/2026 | Evercore Partners | EVR | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/2/2026 | SEI Investments | SEIC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/24/2026 | Jefferies Group | JEF | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/9/2026 | Jefferies Group | JEF | Downgrade | Equalweight (Overweight) |
44.28 (55.72) |
25.84% | Details | |
| 2/5/2026 | Moelis | MC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2026 | Evercore Partners | EVR | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/29/2026 | SEI Investments | SEIC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2026 | Houlihan Lokey | HLI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2026 | SEI Investments | SEIC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2026 | Moelis | MC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2026 | Lazard | LAZ | Maintain | Underweight (N/A) |
|
Details | ||
| 1/6/2026 | Houlihan Lokey | HLI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2026 | Evercore Partners | EVR | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/10/2025 | Lazard | LAZ | Maintain | Underweight (N/A) |
|
Details | ||
| 12/8/2025 | Evercore Partners | EVR | Downgrade | Equalweight (Overweight) |
328.30 (295.67) |
-9.94% | Details | |
| 12/8/2025 | Jefferies Group | JEF | Upgrade | Overweight (Equalweight) |
58.82 (44.28) |
-24.72% | Details | |
| 10/31/2025 | Houlihan Lokey | HLI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2025 | Moelis | MC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2025 | Moelis | MC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2025 | Evercore Partners | EVR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2025 | Evercore Partners | EVR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2025 | Lazard | LAZ | Maintain | Underweight (N/A) |
|
Details | ||
| 10/16/2025 | Jefferies Group | JEF | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/30/2025 | Jefferies Group | JEF | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/19/2025 | SEI Investments | SEIC | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2025 | Moelis | MC | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2025 | Lazard | LAZ | Maintain | Underweight (N/A) |
|
Details | ||
| 9/8/2025 | Jefferies Group | JEF | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/8/2025 | Houlihan Lokey | HLI | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2025 | Evercore Partners | EVR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2025 | Evercore Partners | EVR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2025 | Moelis | MC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2025 | Lazard | LAZ | Maintain | Underweight (N/A) |
|
Details | ||
| 7/24/2025 | SEI Investments | SEIC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2025 | Lazard | LAZ | Maintain | Underweight (N/A) |
|
Details | ||
| 7/1/2025 | SEI Investments | SEIC | Maintain | Overweight (N/A) |
|
Details | ||
| 6/26/2025 | SEI Investments | SEIC | Maintain | Overweight (N/A) |
|
Details | ||
| 6/26/2025 | Jefferies Group | JEF | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/23/2025 | Moelis | MC | Upgrade | Overweight (Underweight) |
56.51 (68.77) |
21.7% | Details | |
| 6/23/2025 | Lazard | LAZ | Maintain | Underweight (N/A) |
|
Details | ||
| 6/23/2025 | Houlihan Lokey | HLI | Maintain | Overweight (N/A) |
|
Details | ||
| 6/23/2025 | Evercore Partners | EVR | Upgrade | Overweight (Equalweight) |
246.83 (328.30) |
33.01% | Details | |
| 6/23/2025 | Jefferies Group | JEF | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/3/2025 | SEI Investments | SEIC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2025 | Houlihan Lokey | HLI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2025 | Moelis | MC | Maintain | Underweight (N/A) |
|
Details | ||
| 4/8/2025 | Houlihan Lokey | HLI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2025 | Jefferies Group | JEF | Downgrade | Equalweight (Overweight) |
43.14 (58.82) |
36.35% | Details | |
| 4/7/2025 | Evercore Partners | EVR | Downgrade | Equalweight (Overweight) |
163.95 (295.67) |
80.34% | Details | |
| 4/7/2025 | Lazard | LAZ | Downgrade | Underweight (Equalweight) |
35.24 (44.05) |
25% | Details | |
| 4/7/2025 | SEI Investments | SEIC | Upgrade | Overweight (Underweight) |
69.29 (108.60) |
56.73% | Details | |
| 3/27/2025 | Jefferies Group | JEF | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2025 | Lazard | LAZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/13/2025 | Jefferies Group | JEF | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2025 | Evercore Partners | EVR | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2025 | Moelis | MC | Downgrade | Underweight (Overweight) |
59.79 (68.77) |
15.02% | Details | |
| 3/13/2025 | Houlihan Lokey | HLI | Upgrade | Overweight (Underweight) |
157.32 (135.39) |
-13.94% | Details | |
| 2/19/2025 | Jefferies Group | JEF | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2025 | Moelis | MC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2025 | Houlihan Lokey | HLI | Maintain | Underweight (N/A) |
|
Details | ||
| 1/8/2025 | Moelis | MC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2025 | Lazard | LAZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/9/2024 | Jefferies Group | JEF | Upgrade | Overweight (Equalweight) |
77.99 (55.72) |
-28.55% | Details | |
| 12/9/2024 | Houlihan Lokey | HLI | Downgrade | Underweight (Equalweight) |
185.30 (135.39) |
-26.93% | Details | |
| 12/9/2024 | Moelis | MC | Upgrade | Overweight (Underweight) |
75.25 (68.77) |
-8.61% | Details | |
| 12/9/2024 | Lazard | LAZ | Downgrade | Equalweight (Overweight) |
55.82 (44.05) |
-21.09% | Details | |
| 10/9/2024 | Evercore Partners | EVR | Maintain | Overweight (N/A) |
|
Details | ||
| 9/26/2024 | Jefferies Group | JEF | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/23/2024 | Moelis | MC | Maintain | Underweight (N/A) |
|
Details | ||
| 9/23/2024 | Lazard | LAZ | Maintain | Overweight (N/A) |
|
Details | ||
| 9/23/2024 | Jefferies Group | JEF | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/23/2024 | Houlihan Lokey | HLI | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/23/2024 | Evercore Partners | EVR | Maintain | Overweight (N/A) |
|
Details | ||
| 9/18/2024 | Houlihan Lokey | HLI | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/25/2024 | Evercore Partners | EVR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2024 | Moelis | MC | Maintain | Underweight (N/A) |
|
Details | ||
| 7/23/2024 | Lazard | LAZ | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2024 | Jefferies Group | JEF | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/23/2024 | Houlihan Lokey | HLI | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/23/2024 | Evercore Partners | EVR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2024 | Evercore Partners | EVR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2024 | Moelis | MC | Maintain | Underweight (N/A) |
|
Details | ||
| 4/25/2024 | Evercore Partners | EVR | Maintain | Overweight (N/A) |
|
Details | ||
| 3/15/2024 | Lazard | LAZ | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2023 | Moelis | MC | Maintain | Underweight (N/A) |
|
Details | ||
| 10/27/2023 | Lazard | LAZ | Maintain | Overweight (N/A) |
|
Details | ||
| 10/12/2023 | Lazard | LAZ | Maintain | Overweight (N/A) |
|
Details | ||
| 9/26/2023 | Lazard | LAZ | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2023 | Lazard | LAZ | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2023 | Houlihan Lokey | HLI | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/12/2023 | Moelis | MC | Maintain | Underweight (N/A) |
|
Details | ||
| 7/12/2023 | Houlihan Lokey | HLI | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/12/2023 | Evercore Partners | EVR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2023 | Lazard | LAZ | Upgrade | Overweight (Equalweight) |
31.75 (44.05) |
38.74% | Details | |
| 7/12/2023 | Jefferies Group | JEF | Upgrade | Equalweight (Underweight) |
32.99 (55.72) |
68.9% | Details | |
| 4/27/2023 | Evercore Partners | EVR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/12/2023 | Lazard | LAZ | Upgrade | Equalweight (Underweight) |
31.27 (44.05) |
40.87% | Details | |
| 4/12/2023 | Evercore Partners | EVR | Upgrade | Overweight (Equalweight) |
115.21 (295.67) |
156.64% | Details | |
| 4/12/2023 | Jefferies Group | JEF | Downgrade | Underweight (Equalweight) |
31.50 (55.72) |
76.89% | Details | |
| 2/15/2023 | Focus Financial Partners | FOCS | Upgrade | Equalweight (Underweight) |
50.01 (52.99) |
5.96% | Details | |
| 11/29/2022 | Focus Financial Partners | FOCS | Maintain | Underweight (N/A) |
|
Details | ||
| 11/4/2022 | Focus Financial Partners | FOCS | Maintain | Underweight (N/A) |
|
Details | ||
| 9/20/2022 | Focus Financial Partners | FOCS | New Coverage | Underweight (N/A) |
35.93 (52.99) |
47.48% | Details | |
| 4/21/2022 | SEI Investments | SEIC | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/28/2022 | SEI Investments | SEIC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/29/2021 | SEI Investments | SEIC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2021 | SEI Investments | SEIC | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 1/28/2021 | SEI Investments | SEIC | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 11/30/2020 | SEI Investments | SEIC | Downgrade | Equalweight (Overweight) |
55.75 (108.60) |
94.8% | Details |
