Ratings by Keefe, Bruyette & Woods (Timothy Switzer)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/2/2026 | Coastal Financial Corp | CCB | Maintain | (N/A) |
|
Details | ||
| 1/29/2026 | Provident Financial Services | PFS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2025 | Lending Club | LC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2025 | CNB Financial Corp | CCNE | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/29/2025 | SoFi Technologies | SOFI | Maintain | Underperform (N/A) |
|
Details | ||
| 10/23/2025 | Middlefield Banc | MBCN | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/23/2025 | Lending Club | LC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2025 | SoFi Technologies | SOFI | Maintain | Underperform (N/A) |
|
Details | ||
| 8/5/2025 | SoFi Technologies | SOFI | Maintain | Underperform (N/A) |
|
Details | ||
| 7/30/2025 | Lending Club | LC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2025 | Orrstown Financial Services | ORRF | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2025 | Middlefield Banc | MBCN | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/24/2025 | CNB Financial Corp | CCNE | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/11/2025 | CNB Financial Corp | CCNE | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/11/2025 | Coastal Financial Corp | CCB | Maintain | Outperform (N/A) |
|
Details | ||
| 7/11/2025 | Orrstown Financial Services | ORRF | Maintain | Outperform (N/A) |
|
Details | ||
| 7/11/2025 | Middlefield Banc | MBCN | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/11/2025 | Green Dot | GDOT | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/10/2025 | SoFi Technologies | SOFI | Maintain | Underperform (N/A) |
|
Details | ||
| 7/8/2025 | The Bancorp | TBBK | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/1/2025 | CNB Financial Corp | CCNE | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/12/2025 | The Bancorp | TBBK | Downgrade | Market Perform (Outperform) |
54.32 (52.66) |
-3.06% | Details | |
| 6/10/2025 | Coastal Financial Corp | CCB | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2025 | Orrstown Financial Services | ORRF | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2025 | The Bancorp | TBBK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2025 | Green Dot | GDOT | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/7/2025 | Priority Technology Holdings Inc. | PRTH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2025 | Orrstown Financial Services | ORRF | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2025 | CNB Financial Corp | CCNE | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/28/2025 | Coastal Financial Corp | CCB | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2025 | The Bancorp | TBBK | Maintain | Outperform (N/A) |
|
Details | ||
| 3/18/2025 | Coastal Financial Corp | CCB | Maintain | Outperform (N/A) |
|
Details | ||
| 3/7/2025 | Priority Technoilogy Holdings Inc. | PRTH | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2025 | Coastal Financial Corp | CCB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2025 | Green Dot | GDOT | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/11/2025 | Middlefield Banc | MBCN | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/3/2025 | The Bancorp | TBBK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2025 | Orrstown Financial Services | ORRF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2025 | Lending Club | LC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2025 | Priority Technoilogy Holdings Inc. | PRTH | Upgrade | Outperform (Market Perform) |
8.06 (4.87) |
-39.58% | Details | |
| 1/13/2025 | CNB Financial Corp | CCNE | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/2/2025 | SoFi Technologies | SOFI | Downgrade | Underperform (Market Perform) |
15.40 (18.90) |
22.73% | Details | |
| 12/12/2024 | Coastal Financial Corp | CCB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2024 | SoFi Technologies | SOFI | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/10/2024 | Lending Club | LC | Upgrade | Outperform (Market Perform) |
11.88 (14.67) |
23.48% | Details | |
| 8/15/2024 | Provident Financial Services | PFS | Upgrade | Outperform (Market Perform) |
17.14 (20.92) |
22.05% | Details | |
| 7/24/2024 | Farmers National Banc | FMNB | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/9/2024 | SoFi Technologies | SOFI | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/21/2024 | SoFi Technologies | SOFI | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/5/2024 | SoFi Technologies | SOFI | Upgrade | Market Perform (Underperform) |
7.54 (15.40) |
104.24% | Details | |
| 3/26/2024 | Provident Financial Services | PFS | Maintain | Market Perform (N/A) |
|
Details |
