Ratings by Evercore ISI (Thomas Gallagher)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/6/2026 | Prudential Financial | PRU | Maintain | In Line (N/A) |
|
Details | ||
| 2/18/2026 | Equitable Holdings Inc | EQH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2026 | Globe Life | GL | Maintain | In Line (N/A) |
|
Details | ||
| 2/18/2026 | CNO Financial Group | CNO | Maintain | Underperform (N/A) |
|
Details | ||
| 2/10/2026 | MetLife | MET | Maintain | In Line (N/A) |
|
Details | ||
| 2/10/2026 | Corebridge Financial | CRBG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2026 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2026 | Prudential Financial | PRU | Maintain | In Line (N/A) |
|
Details | ||
| 1/12/2026 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2026 | Unum Group | UNM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2026 | Reinsurance Group of America | RGA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2026 | Principal Financial Group | PFG | Maintain | In Line (N/A) |
|
Details | ||
| 1/12/2026 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 1/12/2026 | Equitable Holdings Inc | EQH | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2026 | Corebridge Financial | CRBG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2026 | Brighthouse Financial, Inc. | BHF | Maintain | In Line (N/A) |
|
Details | ||
| 1/12/2026 | Ameriprise Financial | AMP | Maintain | In Line (N/A) |
|
Details | ||
| 1/12/2026 | AFLAC | AFL | Maintain | Underperform (N/A) |
|
Details | ||
| 1/12/2026 | Jackson Financial inc. | JXN | Downgrade | Underperform (In Line) |
117.28 (109.45) |
-6.68% | Details | |
| 1/12/2026 | Globe Life | GL | Upgrade | Outperform (Underperform) |
142.47 (142.18) |
-0.2% | Details | |
| 1/6/2026 | Unum Group | UNM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2026 | Reinsurance Group of America | RGA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2026 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2026 | Principal Financial Group | PFG | Maintain | In Line (N/A) |
|
Details | ||
| 1/6/2026 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 1/6/2026 | Equitable Holdings Inc | EQH | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2026 | Corebridge Financial | CRBG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2026 | Ameriprise Financial | AMP | Maintain | In Line (N/A) |
|
Details | ||
| 1/6/2026 | AFLAC | AFL | Maintain | Underperform (N/A) |
|
Details | ||
| 1/6/2026 | Jackson Financial inc. | JXN | Upgrade | In Line (Underperform) |
107.46 (109.45) |
1.85% | Details | |
| 1/6/2026 | Globe Life | GL | Downgrade | In Line (Outperform) |
138.15 (142.18) |
2.92% | Details | |
| 1/6/2026 | MetLife | MET | Downgrade | In Line (Outperform) |
80.32 (71.83) |
-10.57% | Details | |
| 11/4/2025 | Corebridge Financial | CRBG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2025 | AFLAC | AFL | Maintain | Underperform (N/A) |
|
Details | ||
| 8/11/2025 | Equitable Holdings Inc | EQH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | MetLife | MET | Maintain | Outperform (N/A) |
|
Details | ||
| 6/26/2025 | Corebridge Financial | CRBG | Maintain | Outperform (N/A) |
|
Details | ||
| 6/24/2025 | MetLife | MET | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2025 | Globe Life | GL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2025 | Prudential Financial | PRU | Maintain | In Line (N/A) |
|
Details | ||
| 5/8/2025 | Corebridge Financial | CRBG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2025 | Ameriprise Financial | AMP | Maintain | In Line (N/A) |
|
Details | ||
| 4/9/2025 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 3/25/2025 | Equitable Holdings Inc | EQH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2025 | Jackson Financial inc. | JXN | Maintain | Underperform (N/A) |
|
Details | ||
| 1/16/2025 | Prudential Financial | PRU | Maintain | In Line (N/A) |
|
Details | ||
| 1/8/2025 | Globe Life | GL | Upgrade | Outperform (In Line) |
111.20 (138.15) |
24.24% | Details | |
| 12/10/2024 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2024 | AFLAC | AFL | Maintain | Underperform (N/A) |
|
Details | ||
| 11/14/2024 | Unum Group | UNM | Upgrade | Outperform (In Line) |
71.30 (73.52) |
3.11% | Details | |
| 11/14/2024 | Prudential Financial | PRU | Upgrade | In Line (Underperform) |
125.49 (97.12) |
-22.61% | Details | |
| 11/14/2024 | Jackson Financial inc. | JXN | Downgrade | Underperform (In Line) |
109.96 (107.46) |
-2.27% | Details | |
| 9/27/2024 | Globe Life | GL | Maintain | In Line (N/A) |
|
Details | ||
| 9/26/2024 | AFLAC | AFL | Maintain | Underperform (N/A) |
|
Details | ||
| 9/11/2024 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2024 | CNO Financial Group | CNO | Maintain | Underperform (N/A) |
|
Details | ||
| 7/25/2024 | Globe Life | GL | Maintain | In Line (N/A) |
|
Details | ||
| 7/25/2024 | Ameriprise Financial | AMP | Maintain | In Line (N/A) |
|
Details | ||
| 5/16/2024 | Corebridge Financial | CRBG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2024 | Reinsurance Group of America | RGA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2024 | Prudential Financial | PRU | Maintain | Underperform (N/A) |
|
Details | ||
| 4/12/2024 | Globe Life | GL | Maintain | In Line (N/A) |
|
Details | ||
| 3/21/2024 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 3/14/2024 | Globe Life | GL | Maintain | In Line (N/A) |
|
Details | ||
| 2/22/2024 | Jackson Financial inc. | JXN | Maintain | In Line (N/A) |
|
Details | ||
| 2/13/2024 | Brighthouse Financial, Inc. | BHF | Maintain | In Line (N/A) |
|
Details | ||
| 2/13/2024 | Principal Financial Group | PFG | Maintain | In Line (N/A) |
|
Details | ||
| 2/8/2024 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 2/8/2024 | Globe Life | GL | Maintain | In Line (N/A) |
|
Details | ||
| 2/7/2024 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2024 | AFLAC | AFL | Maintain | Underperform (N/A) |
|
Details | ||
| 2/1/2024 | MetLife | MET | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2024 | Unum Group | UNM | Maintain | In Line (N/A) |
|
Details | ||
| 1/23/2024 | Reinsurance Group of America | RGA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2024 | MetLife | MET | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2024 | Jackson Financial inc. | JXN | Maintain | Underperform (N/A) |
|
Details | ||
| 1/23/2024 | Globe Life | GL | Maintain | In Line (N/A) |
|
Details | ||
| 1/23/2024 | Corebridge Financial | CRBG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2024 | Brighthouse Financial, Inc. | BHF | Maintain | In Line (N/A) |
|
Details | ||
| 1/4/2024 | Principal Financial Group | PFG | Upgrade | In Line (Underperform) |
79.11 (92.26) |
16.62% | Details | |
| 1/4/2024 | CNO Financial Group | CNO | Downgrade | Underperform (In Line) |
28.03 (41.54) |
48.2% | Details | |
| 1/4/2024 | AFLAC | AFL | Downgrade | Underperform (In Line) |
83.28 (111.29) |
33.63% | Details | |
| 1/4/2024 | Ameriprise Financial | AMP | Downgrade | In Line (Outperform) |
379.03 (464.89) |
22.65% | Details | |
| 12/15/2023 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 11/15/2023 | Jackson Financial inc. | JXN | Maintain | In Line (N/A) |
|
Details | ||
| 11/14/2023 | AFLAC | AFL | Maintain | In Line (N/A) |
|
Details | ||
| 11/9/2023 | MetLife | MET | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2023 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 11/1/2023 | Unum Group | UNM | Maintain | In Line (N/A) |
|
Details | ||
| 11/1/2023 | AXA Equitable Holdings Inc | EQH | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2023 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2023 | Unum Group | UNM | Maintain | In Line (N/A) |
|
Details | ||
| 9/6/2023 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 9/6/2023 | AXA Equitable Holdings Inc | EQH | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2023 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2023 | AFLAC | AFL | Maintain | In Line (N/A) |
|
Details | ||
| 8/10/2023 | AXA Equitable Holdings Inc | EQH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2023 | Brighthouse Financial, Inc. | BHF | Maintain | In Line (N/A) |
|
Details | ||
| 8/8/2023 | Prudential Financial | PRU | Maintain | Underperform (N/A) |
|
Details | ||
| 8/8/2023 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 8/1/2023 | CNO Financial Group | CNO | Maintain | In Line (N/A) |
|
Details | ||
| 7/5/2023 | American Equity Investment Life Holding | AEL | Maintain | In Line (N/A) |
|
Details | ||
| 6/7/2023 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 5/10/2023 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 5/3/2023 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2023 | Prudential Financial | PRU | Maintain | Underperform (N/A) |
|
Details | ||
| 5/3/2023 | Unum Group | UNM | Maintain | In Line (N/A) |
|
Details | ||
| 4/25/2023 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2023 | Principal Financial Group | PFG | Maintain | Underperform (N/A) |
|
Details | ||
| 3/2/2023 | Principal Financial Group | PFG | Maintain | In Line (N/A) |
|
Details | ||
| 3/1/2023 | Jackson Financial inc. | JXN | Maintain | In Line (N/A) |
|
Details | ||
| 2/24/2023 | Unum Group | UNM | Maintain | In Line (N/A) |
|
Details | ||
| 2/24/2023 | CNO Financial Group | CNO | Maintain | In Line (N/A) |
|
Details | ||
| 2/21/2023 | American Equity Investment Life Holding | AEL | Maintain | In Line (N/A) |
|
Details | ||
| 1/24/2023 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2023 | Reinsurance Group of America | RGA | Upgrade | Outperform (In Line) |
141.33 (207.17) |
46.59% | Details | |
| 12/21/2022 | American Equity Investment Life Holding | AEL | Maintain | In Line (N/A) |
|
Details | ||
| 11/17/2022 | Principal Financial Group | PFG | Downgrade | Underperform (In Line) |
93.33 (92.26) |
-1.15% | Details | |
| 11/16/2022 | AFLAC | AFL | Maintain | In Line (N/A) |
|
Details | ||
| 11/10/2022 | Jackson Financial inc. | JXN | Maintain | In Line (N/A) |
|
Details | ||
| 11/8/2022 | American Equity Investment Life Holding | AEL | Maintain | In Line (N/A) |
|
Details | ||
| 11/8/2022 | Brighthouse Financial, Inc. | BHF | Maintain | In Line (N/A) |
|
Details | ||
| 11/2/2022 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2022 | Manulife Financial Corporation | MFC | New Coverage | In Line (N/A) |
16.42 (33.68) |
105.12% | Details | |
| 10/31/2022 | Sun Life Financial | SLF | New Coverage | Outperform (N/A) |
42.28 (64.87) |
53.43% | Details | |
| 10/26/2022 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2022 | American Equity Investment Life Holding | AEL | Downgrade | In Line (Outperform) |
42.64 (56.47) |
32.43% | Details | |
| 8/9/2022 | Principal Financial Group | PFG | Maintain | In Line (N/A) |
|
Details | ||
| 8/5/2022 | Brighthouse Financial, Inc. | BHF | Maintain | In Line (N/A) |
|
Details | ||
| 8/3/2022 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2022 | Prudential Financial | PRU | Maintain | Underperform (N/A) |
|
Details | ||
| 8/3/2022 | Unum Group | UNM | Maintain | In Line (N/A) |
|
Details | ||
| 8/2/2022 | AFLAC | AFL | Maintain | In Line (N/A) |
|
Details | ||
| 7/27/2022 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 6/15/2022 | Reinsurance Group of America | RGA | Maintain | In Line (N/A) |
|
Details | ||
| 6/15/2022 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 5/11/2022 | Jackson Financial inc. | JXN | Maintain | In Line (N/A) |
|
Details | ||
| 5/6/2022 | Unum Group | UNM | Maintain | In Line (N/A) |
|
Details | ||
| 5/4/2022 | Prudential Financial | PRU | Maintain | Underperform (N/A) |
|
Details | ||
| 5/3/2022 | CNO Financial Group | CNO | Maintain | In Line (N/A) |
|
Details | ||
| 4/26/2022 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2022 | Jackson Financial inc. | JXN | Maintain | In Line (N/A) |
|
Details | ||
| 3/2/2022 | Principal Financial Group | PFG | Maintain | In Line (N/A) |
|
Details | ||
| 2/25/2022 | Unum Group | UNM | Maintain | In Line (N/A) |
|
Details | ||
| 2/7/2022 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 2/7/2022 | Reinsurance Group of America | RGA | Maintain | In Line (N/A) |
|
Details | ||
| 1/5/2022 | Ameriprise Financial | AMP | Upgrade | Outperform (In Line) |
304.26 (464.89) |
52.79% | Details | |
| 1/5/2022 | Prudential Financial | PRU | Downgrade | Underperform (In Line) |
109.92 (97.12) |
-11.64% | Details | |
| 1/5/2022 | Voya Financial | VOYA | Upgrade | Outperform (In Line) |
67.83 (67.71) |
-0.18% | Details | |
| 1/5/2022 | American Equity Investment Life Holding | AEL | Upgrade | Outperform (In Line) |
40.05 (56.47) |
41% | Details | |
| 1/5/2022 | MetLife | MET | Upgrade | Outperform (In Line) |
63.23 (80.32) |
27.03% | Details | |
| 1/5/2022 | Brighthouse Financial, Inc. | BHF | Downgrade | In Line (Outperform) |
53.25 (59.19) |
11.15% | Details | |
| 1/5/2022 | Lincoln National | LNC | Downgrade | In Line (Outperform) |
69.71 (34.04) |
-51.17% | Details | |
| 11/9/2021 | American Equity Investment Life Holding | AEL | Maintain | In Line (N/A) |
|
Details | ||
| 9/9/2021 | Jackson Financial inc. | JXN | New Coverage | In Line (N/A) |
0.00 (109.45) |
0% | Details | |
| 2/23/2021 | Principal Financial Group | PFG | Downgrade | In Line (Outperform) |
55.10 (92.26) |
67.44% | Details | |
| 1/8/2021 | Principal Financial Group | PFG | Upgrade | Outperform (In Line) |
51.74 (92.26) |
78.31% | Details | |
| 1/8/2021 | Principal Financial Group | PFG | Upgrade | In Line (Underperform) |
51.74 (92.26) |
78.31% | Details | |
| 1/8/2021 | Athene Holding | ATH | Downgrade | In Line (Outperform) |
46.01 (83.33) |
81.11% | Details | |
| 1/8/2021 | Voya Financial | VOYA | Downgrade | In Line (Outperform) |
61.01 (67.71) |
10.98% | Details | |
| 1/8/2021 | AFLAC | AFL | Upgrade | In Line (Underperform) |
44.93 (111.29) |
147.7% | Details | |
| 1/8/2021 | Unum Group | UNM | Upgrade | In Line (Underperform) |
23.74 (73.52) |
209.69% | Details | |
| 7/16/2020 | Reinsurance Group of America | RGA | Upgrade | In Line (Underperform) |
72.56 (207.17) |
185.52% | Details | |
| 1/7/2020 | Reinsurance Group of America | RGA | Downgrade | Underperform (In Line) |
161.01 (207.17) |
28.67% | Details | |
| 1/7/2020 | CNO Financial Group | CNO | Downgrade | In Line (Outperform) |
17.83 (41.54) |
132.98% | Details | |
| 1/7/2020 | CNO Financial Group | CNO | Downgrade | In Line (Outperform) |
17.83 (41.54) |
132.98% | Details | |
| 7/16/2019 | MetLife | MET | Downgrade | In Line (Outperform) |
50.92 (63.23) |
24.18% | Details | |
| 7/16/2019 | AFLAC | AFL | Downgrade | Underperform (In Line) |
56.89 (111.29) |
95.62% | Details | |
| 1/9/2019 | CNO Financial Group | CNO | Upgrade | Outperform (In Line) |
15.73 (17.83) |
13.35% | Details | |
| 1/9/2019 | Principal Financial Group | PFG | Downgrade | In Line (Outperform) |
45.63 (92.26) |
102.19% | Details | |
| 11/7/2018 | American International Group | AIG | Downgrade | In Line (Outperform) |
44.13 (54.34) |
23.14% | Details |
