Ratings by Wolfe Research (Scott Wurtzel)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/3/2026 | Fair Isaac | FICO | Downgrade | Peerperform (Outperform) |
1122.97 (1064.41) |
-5.21% | Details | |
| 7/30/2026 | Fair Isaac | FICO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2026 | CoStar Group | CSGP | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2026 | Mobility Global | MBGL | New Coverage | Outperform (N/A) |
20.11 (19.72) |
-1.94% | Details | |
| 7/1/2026 | FactSet Research Systems | FDS | Maintain | Underperform (N/A) |
|
Details | ||
| 4/23/2026 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/29/2025 | Verisk Analytics | VRSK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/14/2025 | FactSet Research Systems | FDS | Maintain | Underperform (N/A) |
|
Details | ||
| 9/3/2025 | Gartner | IT | New Coverage | Peerperform (N/A) |
250.91 (179.19) |
-28.58% | Details | |
| 9/3/2025 | Clarivate Plc | CLVT | New Coverage | Peerperform (N/A) |
4.19 (1.89) |
-54.89% | Details | |
| 9/3/2025 | CoStar Group | CSGP | New Coverage | Outperform (N/A) |
88.12 (31.35) |
-64.42% | Details | |
| 9/3/2025 | Verisk Analytics | VRSK | New Coverage | Outperform (N/A) |
265.00 (175.62) |
-33.73% | Details | |
| 6/18/2025 | FactSet Research Systems | FDS | Maintain | Underperform (N/A) |
|
Details | ||
| 12/12/2024 | MSCI Inc. | MSCI | Upgrade | Outperform (Peerperform) |
629.61 (550.68) |
-12.54% | Details | |
| 12/12/2024 | Equifax | EFX | Downgrade | Peerperform (Outperform) |
262.74 (176.80) |
-32.71% | Details | |
| 10/10/2024 | First Advantage | FA | Downgrade | Peerperform (Outperform) |
19.74 (20.30) |
2.84% | Details | |
| 10/10/2024 | TransUnion | TRU | Upgrade | Outperform (Peerperform) |
106.15 (78.70) |
-25.86% | Details | |
| 10/10/2024 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/10/2024 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/10/2024 | Fair Isaac | FICO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/10/2024 | Equifax | EFX | Maintain | Outperform (N/A) |
|
Details | ||
| 9/19/2024 | FactSet Research Systems | FDS | Maintain | Underperform (N/A) |
|
Details | ||
| 7/8/2024 | TransUnion | TRU | New Coverage | Peerperform (N/A) |
76.25 (78.70) |
3.21% | Details | |
| 7/8/2024 | Equifax | EFX | New Coverage | Outperform (N/A) |
242.24 (176.80) |
-27.01% | Details | |
| 7/8/2024 | Fair Isaac | FICO | New Coverage | Outperform (N/A) |
1551.55 (1122.97) |
-27.62% | Details | |
| 4/11/2024 | FactSet Research Systems | FDS | New Coverage | Underperform (N/A) |
428.67 (276.76) |
-35.44% | Details | |
| 3/26/2024 | MSCI Inc. | MSCI | New Coverage | Peerperform (N/A) |
551.34 (550.68) |
-0.12% | Details | |
| 2/14/2024 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 9/14/2023 | Moody's Corp | MCO | New Coverage | Outperform (N/A) |
339.21 (477.17) |
40.67% | Details | |
| 9/14/2023 | HireRight Inc. | HRT | New Coverage | Peerperform (N/A) |
8.75 (14.36) |
64.11% | Details | |
| 9/14/2023 | S&P Global | SPGI | New Coverage | Outperform (N/A) |
387.29 (410.53) |
6% | Details | |
| 9/14/2023 | Sterling Check | STER | New Coverage | Peerperform (N/A) |
12.72 (16.74) |
31.6% | Details | |
| 9/14/2023 | First Advantage | FA | New Coverage | Peerperform (N/A) |
13.42 (20.30) |
51.27% | Details |

