| Date | Company Name | Action | Current Price | Price Target | Rating |
|---|
| 2/2/2026 | MRSH Marsh | Boost Price Target | $188.00 | $205.00 ➝ $206.00 | Market Perform ➝ Market Perform |
| 2/2/2026 | CCB Coastal Financial | Lower Price Target | $98.00 | $135.00 ➝ $125.00 | Outperform ➝ Outperform |
| 2/2/2026 | PFSI PennyMac Financial Services | Lower Price Target | $93.00 | $143.00 ➝ $115.00 | Market Perform ➝ Market Perform |
| 2/2/2026 | ABCB Ameris Bancorp | Boost Price Target | $80.00 | $82.00 ➝ $88.00 | Outperform ➝ Outperform |
| 2/2/2026 | FBIZ First Business Financial Services | Boost Price Target | $59.00 | $59.00 ➝ $63.00 | Outperform ➝ Outperform |
| 2/2/2026 | BWFG Bankwell Financial Group | Boost Price Target | $49.00 | $53.00 ➝ $55.00 | Outperform ➝ Outperform |
| 2/2/2026 | OBK Origin Bancorp | Boost Price Target | $44.00 | $43.00 ➝ $48.00 | Outperform ➝ Outperform |
| 2/2/2026 | FISI Financial Institutions | Boost Price Target | $34.00 | $35.00 ➝ $38.00 | Outperform ➝ Outperform |
| 2/2/2026 | SBCF Seacoast Banking Corporation of Florida | Boost Price Target | $33.00 | $36.00 ➝ $38.00 | Outperform ➝ Outperform |
| 2/2/2026 | PGC Peapack-Gladstone Financial | Boost Price Target | $33.00 | $35.00 ➝ $40.00 | Outperform ➝ Outperform |
| 2/2/2026 | CPF CPB | Boost Price Target | $33.00 | $34.00 ➝ $36.00 | Market Perform ➝ Market Perform |
| 2/2/2026 | SBSI Southside Bancshares | Boost Price Target | $33.00 | $31.00 ➝ $35.00 | Market Perform ➝ Market Perform |
| 2/2/2026 | CBNK Capital Bancorp | Boost Price Target | $32.00 | $31.00 ➝ $32.00 | Market Perform ➝ Market Perform |
| 2/2/2026 | SHBI Shore Bancshares | Boost Price Target | $19.00 | $18.00 ➝ $20.00 | Outperform ➝ Outperform |
| 2/2/2026 | FLG Flagstar Bank, National Association | Boost Price Target | $14.00 | $13.50 ➝ $14.00 | Market Perform ➝ Market Perform |
| 1/30/2026 | AJG Arthur J. Gallagher & Co. | Lower Price Target | $245.00 | $279.00 ➝ $249.00 | Market Perform ➝ Market Perform |
| 1/30/2026 | PGR Progressive | Lower Price Target | $203.00 | $252.00 ➝ $225.00 | Market Perform ➝ Market Perform |
| 1/30/2026 | APPF AppFolio | Lower Price Target | $195.00 | $311.00 ➝ $290.00 | Outperform ➝ Outperform |
| 1/30/2026 | CFR Cullen/Frost Bankers | Boost Price Target | $139.00 | $150.00 ➝ $160.00 | Outperform ➝ Outperform |
| 1/30/2026 | AX Axos Financial | Boost Price Target | $99.00 | $100.00 ➝ $110.00 | Market Perform ➝ Market Perform |
| 1/30/2026 | LAZ Lazard | Boost Price Target | $54.00 | $59.00 ➝ $62.00 | Outperform ➝ Outperform |
| 1/30/2026 | WASH Washington Trust Bancorp | Boost Price Target | $35.00 | $30.00 ➝ $34.00 | Market Perform ➝ Market Perform |
| 1/30/2026 | FFBC First Financial Bancorp. | Boost Price Target | $29.00 | $31.00 ➝ $32.00 | Market Perform ➝ Market Perform |
| 1/30/2026 | CNOB ConnectOne Bancorp | Boost Price Target | $27.00 | $30.00 ➝ $32.00 | Outperform ➝ Outperform |
| 1/30/2026 | ALRS Alerus Financial | Boost Price Target | $25.00 | $24.00 ➝ $25.00 | Market Perform ➝ Market Perform |
| 1/30/2026 | CIVB Civista Bancshares | Boost Price Target | $25.00 | $27.00 ➝ $28.00 | Outperform ➝ Outperform |
| 1/30/2026 | NLY Annaly Capital Management | Boost Price Target | $23.00 | $23.25 ➝ $25.00 | Outperform ➝ Outperform |
| 1/30/2026 | INBK First Internet Bancorp | Lower Price Target | $23.00 | $25.00 ➝ $23.00 | Market Perform ➝ Market Perform |
| 1/30/2026 | NEWT NewtekOne | Boost Price Target | $13.00 | $13.00 ➝ $14.00 | Market Perform ➝ Market Perform |
| 1/30/2026 | VLY Valley National Bancorp | Boost Price Target | $13.00 | $12.50 ➝ $13.00 | Market Perform ➝ Market Perform |
| 1/29/2026 | PFS Provident Financial Services | Boost Price Target | $23.00 | $23.00 ➝ $25.00 | Outperform ➝ Outperform |
| 1/29/2026 | DX Dynex Capital | Reiterated Rating | $14.00 | | Outperform ➝ Outperform |
| 1/29/2026 | HLI Houlihan Lokey | Lower Price Target | $168.00 | $218.00 ➝ $214.00 | Outperform ➝ Outperform |
| 1/29/2026 | UMBF UMB Financial | Boost Price Target | $128.00 | $133.00 ➝ $141.00 | Outperform ➝ Outperform |
| 1/29/2026 | QCRH QCR | Boost Price Target | $92.00 | $92.00 ➝ $102.00 | Outperform ➝ Outperform |
| 1/29/2026 | BRO Brown & Brown | Upgrade | $71.00 | $80.00 ➝ $73.00 | Underperform ➝ Market Perform |
| 1/29/2026 | WSFS WSFS Financial | Boost Price Target | $66.00 | $63.00 ➝ $70.00 | Market Perform ➝ Market Perform |
| 1/29/2026 | FSBC Five Star Bancorp | Boost Price Target | $40.00 | $40.00 ➝ $41.00 | Market Perform ➝ Market Perform |
| 1/29/2026 | EFSI Eagle Financial Services | Boost Price Target | $38.00 | $42.00 ➝ $43.00 | Outperform ➝ Outperform |
| 1/29/2026 | CBFV CB Financial Services | Lower Price Target | $36.00 | $40.00 ➝ $39.00 | Outperform ➝ Outperform |
| 1/29/2026 | FCF First Commonwealth Financial | Boost Price Target | $18.00 | $19.00 ➝ $20.00 | Market Perform ➝ Market Perform |
| 1/29/2026 | FFIC Flushing Financial | Boost Price Target | $16.00 | $14.50 ➝ $16.80 | Market Perform ➝ Market Perform |
| 1/29/2026 | AGNC AGNC Investment | Reiterated Rating | $11.00 | $11.00 ➝ $12.00 | Outperform ➝ Market Perform |
| 1/29/2026 | CFFN Capitol Federal Financial | Boost Price Target | $8.00 | $6.50 ➝ $7.50 | Market Perform ➝ Market Perform |
| 1/28/2026 | BPOP Popular | Boost Price Target | $137.00 | $146.00 ➝ $155.00 | Outperform ➝ Outperform |
| 1/28/2026 | GABC German American Bancorp | Boost Price Target | $43.00 | $45.00 ➝ $46.00 | Market Perform ➝ Market Perform |
| 1/28/2026 | WAL Western Alliance Bancorporation | Boost Price Target | $90.00 | $98.00 ➝ $101.00 | Outperform ➝ Outperform |
| 1/28/2026 | TFIN Triumph Financial | Boost Price Target | $64.00 | $66.00 ➝ $70.00 | Market Perform ➝ Market Perform |
| 1/28/2026 | CHMG Chemung Financial | Boost Price Target | $62.00 | $60.00 ➝ $64.00 | Market Perform ➝ Market Perform |
| 1/28/2026 | CAC Camden National | Boost Price Target | $49.00 | $45.00 ➝ $47.00 | Market Perform ➝ Market Perform |
| 1/28/2026 | CCBG Capital City Bank Group | Downgrade | $43.00 | $47.00 ➝ $45.00 | Outperform ➝ Market Perform |
| 1/28/2026 | CBC Central Bancompany | Boost Price Target | $25.00 | $26.00 ➝ $27.50 | Market Perform ➝ Market Perform |
| 1/28/2026 | FBP First BanCorp. | Boost Price Target | $22.00 | $24.00 ➝ $24.50 | Market Perform ➝ Market Perform |
| 1/28/2026 | AMTB Amerant Bancorp | Boost Price Target | $22.00 | $21.00 ➝ $23.00 | Market Perform ➝ Market Perform |
| 1/28/2026 | SCGLY Societe Generale Group | Downgrade | $18.00 | | Moderate Buy ➝ Hold |
| 1/28/2026 | HOPE Hope Bancorp | Boost Price Target | $12.00 | $12.00 ➝ $13.00 | Market Perform ➝ Market Perform |
| 1/28/2026 | AGNC AGNC Investment | Downgrade | $11.00 | | Moderate Buy ➝ Hold |
| 1/27/2026 | DHI D.R. Horton | Reiterated Rating | $150.00 | | Reduce ➝ Reduce |
| 1/27/2026 | HUT Hut 8 | Upgrade | C$77.00 | | Moderate Buy |
| 1/27/2026 | BOH Bank of Hawaii | Upgrade | $75.00 | $75.00 ➝ $91.00 | Market Perform ➝ Outperform |
| 1/27/2026 | SMBC Southern Missouri Bancorp | Boost Price Target | $64.00 | $63.00 ➝ $64.00 | Market Perform ➝ Market Perform |
| 1/27/2026 | HUT Hut 8 | Boost Price Target | $56.00 | $55.00 ➝ $75.00 | Outperform ➝ Moderate Buy |
| 1/27/2026 | CORZ Core Scientific | Boost Price Target | $18.00 | $19.00 ➝ $25.00 | Outperform ➝ Moderate Buy |
| 1/27/2026 | CIFR Cipher Mining | Boost Price Target | $16.00 | $13.00 ➝ $22.00 | Outperform ➝ Moderate Buy |
| 1/27/2026 | RIOT Riot Platforms | Boost Price Target | $15.00 | $16.00 ➝ $23.00 | Outperform ➝ Outperform |
| 1/27/2026 | BTDR Bitdeer Technologies Group | Reiterated Rating | $13.00 | $26.50 ➝ $14.00 | Outperform ➝ Market Perform |
| 1/27/2026 | CLSK Cleanspark | Lower Price Target | $11.00 | $18.50 ➝ $18.00 | Outperform ➝ Moderate Buy |
| 1/27/2026 | HIVE HIVE Digital Technologies | Reiterated Rating | $2.00 | $11.00 ➝ $3.50 | Outperform ➝ Market Perform |
| 1/27/2026 | BITF Bitfarms | Reiterated Rating | $2.00 | $2.50 ➝ $3.00 | Outperform ➝ Market Perform |
| 1/26/2026 | GBCI Glacier Bancorp | Reiterated Rating | $51.00 | | Underperform ➝ Underperform |
| 1/26/2026 | STC Stewart Information Services | Upgrade | $68.00 | $81.00 | Market Perform ➝ Outperform |
| 1/26/2026 | WBS Webster Financial | Boost Price Target | $66.00 | $75.00 ➝ $77.00 | Outperform ➝ Outperform |
| 1/26/2026 | TCBK TriCo Bancshares | Boost Price Target | $51.00 | $50.00 ➝ $55.00 | Market Perform ➝ Market Perform |
| 1/26/2026 | UBSI United Bankshares | Boost Price Target | $43.00 | $40.00 ➝ $43.00 | Market Perform ➝ Market Perform |
| 1/26/2026 | TCBX Third Coast Bancshares | Boost Price Target | $42.00 | $43.00 ➝ $45.00 | Market Perform ➝ Market Perform |
| 1/26/2026 | BTDR Bitdeer Technologies Group | Downgrade | $13.00 | | Moderate Buy ➝ Hold |
| 1/26/2026 | BITF Bitfarms | Downgrade | $2.00 | | Moderate Buy ➝ Hold |
| 1/23/2026 | TRV Travelers Companies | Boost Price Target | $286.00 | $317.00 ➝ $320.00 | Outperform ➝ Outperform |
| 1/23/2026 | BANF BancFirst | Boost Price Target | $112.00 | $120.00 ➝ $123.00 | Market Perform ➝ Market Perform |
| 1/23/2026 | EWBC East West Bancorp | Boost Price Target | $115.00 | $131.00 ➝ $135.00 | Outperform ➝ Outperform |
| 1/23/2026 | ESQ Esquire Financial | Boost Price Target | $110.00 | $115.00 ➝ $120.00 | Market Perform ➝ Market Perform |
| 1/23/2026 | CASH Pathward Financial | Upgrade | $91.00 | $100.00 | Market Perform ➝ Outperform |
| 1/23/2026 | GSBC Great Southern Bancorp | Boost Price Target | $62.00 | $61.00 ➝ $63.00 | Market Perform ➝ Market Perform |
| 1/23/2026 | EQBK Equity Bancshares | Boost Price Target | $47.00 | $47.00 ➝ $49.00 | Market Perform ➝ Market Perform |
| 1/23/2026 | OFG OFG Bancorp | Reiterated Rating | $41.00 | $50.00 ➝ $43.00 | Outperform ➝ Market Perform |
| 1/23/2026 | ASB Associated Banc | Boost Price Target | $28.00 | $29.00 ➝ $30.00 | Market Perform ➝ Market Perform |
| 1/23/2026 | BANC Banc of California | Boost Price Target | $20.00 | $22.00 ➝ $23.00 | Outperform ➝ Outperform |
| 1/23/2026 | HBNC Horizon Bancorp (IN) | Boost Price Target | $18.00 | $19.00 ➝ $21.00 | Outperform ➝ Outperform |
| 1/23/2026 | HBAN Huntington Bancshares | Lower Price Target | $18.00 | $20.00 ➝ $19.50 | Market Perform ➝ Market Perform |
| 1/22/2026 | NIC Nicolet Bankshares | Boost Price Target | $148.00 | $165.00 ➝ $170.00 | Outperform ➝ Outperform |
| 1/22/2026 | MCB Metropolitan Bank | Boost Price Target | $95.00 | $90.00 ➝ $105.00 | Outperform ➝ Outperform |
| 1/22/2026 | CFG Citizens Financial Group | Boost Price Target | $65.00 | $68.00 ➝ $70.00 | Outperform ➝ Outperform |
| 1/22/2026 | BKU BankUnited | Boost Price Target | $48.00 | $42.00 ➝ $55.00 | Market Perform ➝ Market Perform |
| 1/22/2026 | DCOM Dime Community Bancshares | Boost Price Target | $35.00 | $34.00 ➝ $40.00 | Outperform ➝ Outperform |
| 1/21/2026 | USB U.S. Bancorp | Boost Price Target | $57.00 | $58.00 ➝ $59.00 | Market Perform ➝ Market Perform |
| 1/21/2026 | BOKF BOK Financial | Boost Price Target | $130.00 | $116.00 ➝ $135.00 | Market Perform ➝ Market Perform |
| 1/21/2026 | HWC Hancock Whitney | Boost Price Target | $70.00 | $70.00 ➝ $72.00 | Market Perform ➝ Market Perform |
| 1/21/2026 | MBWM Mercantile Bank | Boost Price Target | $53.00 | $56.00 ➝ $57.00 | Outperform ➝ Outperform |
| 1/21/2026 | FITB Fifth Third Bancorp | Boost Price Target | $52.00 | $53.00 ➝ $55.00 | Market Perform ➝ Market Perform |
| 1/20/2026 | PNC The PNC Financial Services Group | Boost Price Target | $228.00 | $228.00 ➝ $247.00 | Market Perform ➝ Market Perform |