| Date | Company Name | Action | Current
Price | Price
Target | Rating |
|---|
| 12/19/2025 | BCSF Bain Capital Specialty Finance | Upgrade | $14.00 | $16.00 | Market Perform ➝ Outperform |
| 12/19/2025 | HUT Hut 8 | Boost Price Target | $39.00 | $30.00 ➝ $55.00 | Outperform ➝ Outperform |
| 12/18/2025 | RITM Rithm Capital | Reiterated Rating | $11.00 | | Outperform ➝ Outperform |
| 12/18/2025 | ONIT Onity Group | Reiterated Rating | $46.00 | | Outperform ➝ Outperform |
| 12/18/2025 | AJG Arthur J. Gallagher & Co. | Lower Price Target | $253.00 | $275.00 ➝ $272.00 | Market Perform ➝ Market Perform |
| 12/18/2025 | PMT PennyMac Mortgage Investment Trust | Upgrade | $13.00 | $13.50 | Market Perform ➝ Outperform |
| 12/18/2025 | NMIH NMI | Upgrade | $42.00 | $46.00 ➝ $48.00 | Market Perform ➝ Outperform |
| 12/18/2025 | FAF First American Financial | Boost Price Target | $64.00 | $79.00 ➝ $81.00 | Outperform ➝ Outperform |
| 12/18/2025 | ESNT Essent Group | Boost Price Target | $67.00 | $71.00 ➝ $73.00 | Market Perform ➝ Market Perform |
| 12/18/2025 | DX Dynex Capital | Boost Price Target | $14.00 | $14.00 ➝ $14.50 | Outperform ➝ Outperform |
| 12/18/2025 | AGNC AGNC Investment | Boost Price Target | $11.00 | $10.50 ➝ $11.00 | Outperform ➝ Outperform |
| 12/18/2025 | ACT Enact | Boost Price Target | $41.00 | $42.00 ➝ $43.00 | Market Perform ➝ Market Perform |
| 12/18/2025 | PFSI PennyMac Financial Services | Boost Price Target | $132.00 | $138.00 ➝ $143.00 | Market Perform ➝ Market Perform |
| 12/18/2025 | MTG MGIC Investment | Boost Price Target | $30.00 | $27.00 ➝ $28.00 | Market Perform ➝ Market Perform |
| 12/18/2025 | MITT AG Mortgage Investment Trust | Boost Price Target | $9.00 | $8.50 ➝ $9.00 | Market Perform ➝ Market Perform |
| 12/18/2025 | LEN Lennar | Lower Price Target | $108.00 | $125.00 ➝ $115.00 | Market Perform ➝ Market Perform |
| 12/18/2025 | HOUS Anywhere Real Estate | Boost Price Target | $15.00 | $11.00 ➝ $13.00 | Market Perform ➝ Market Perform |
| 12/18/2025 | FNF Fidelity National Financial | Boost Price Target | $56.00 | $70.00 ➝ $72.00 | Outperform ➝ Outperform |
| 12/18/2025 | FMCC Freddie Mac | Lower Price Target | $10.00 | $11.00 ➝ $9.00 | Underperform ➝ Underperform |
| 12/18/2025 | UWMC UWM | Boost Price Target | $5.00 | $6.50 ➝ $6.75 | Market Perform ➝ Market Perform |
| 12/18/2025 | STC Stewart Information Services | Boost Price Target | $73.00 | $78.00 ➝ $81.00 | Market Perform ➝ Market Perform |
| 12/18/2025 | RKT Rocket Companies | Boost Price Target | $19.00 | $18.00 ➝ $20.00 | Market Perform ➝ Market Perform |
| 12/18/2025 | RDN Radian Group | Boost Price Target | $37.00 | $40.00 ➝ $41.00 | Market Perform ➝ Market Perform |
| 12/18/2025 | PGR Progressive | Boost Price Target | $225.00 | $246.00 ➝ $250.00 | Market Perform ➝ Market Perform |
| 12/17/2025 | FITB Fifth Third Bancorp | Boost Price Target | $48.00 | $50.00 ➝ $53.00 | Market Perform ➝ Market Perform |
| 12/17/2025 | BAC Bank of America | Boost Price Target | $54.00 | $58.00 ➝ $64.00 | Outperform ➝ Outperform |
| 12/17/2025 | GS The Goldman Sachs Group | Boost Price Target | $876.00 | $870.00 ➝ $971.00 | Market Perform ➝ Market Perform |
| 12/17/2025 | HSBC HSBC | Upgrade | $77.00 | | Hold ➝ Moderate Buy |
| 12/17/2025 | RF Regions Financial | Boost Price Target | $27.00 | $30.00 ➝ $31.00 | Outperform ➝ Outperform |
| 12/17/2025 | PWP Perella Weinberg Partners | Boost Price Target | $18.00 | $19.00 ➝ $20.00 | Market Perform ➝ Market Perform |
| 12/17/2025 | PNC The PNC Financial Services Group | Boost Price Target | $210.00 | $215.00 ➝ $228.00 | Market Perform ➝ Market Perform |
| 12/17/2025 | PJT PJT Partners | Boost Price Target | $168.00 | $182.00 ➝ $186.00 | Market Perform ➝ Market Perform |
| 12/17/2025 | NIC Nicolet Bankshares | Boost Price Target | $131.00 | $160.00 ➝ $165.00 | Outperform ➝ Outperform |
| 12/17/2025 | MTB M&T Bank | Boost Price Target | $204.00 | $220.00 ➝ $230.00 | Market Perform ➝ Market Perform |
| 12/17/2025 | MS Morgan Stanley | Boost Price Target | $173.00 | $184.00 ➝ $202.00 | Outperform ➝ Outperform |
| 12/17/2025 | LAZ Lazard | Boost Price Target | $51.00 | $58.00 ➝ $60.00 | Outperform ➝ Outperform |
| 12/17/2025 | KEY KeyCorp | Boost Price Target | $21.00 | $21.00 ➝ $24.00 | Outperform ➝ Outperform |
| 12/17/2025 | JPM JPMorgan Chase & Co. | Boost Price Target | $313.00 | $354.00 ➝ $363.00 | Outperform ➝ Outperform |
| 12/17/2025 | HLNE Hamilton Lane | Boost Price Target | $134.00 | $158.00 ➝ $161.00 | Outperform ➝ Outperform |
| 12/17/2025 | HLI Houlihan Lokey | Lower Price Target | $176.00 | $230.00 ➝ $228.00 | Outperform ➝ Outperform |
| 12/17/2025 | FSUN FirstSun Capital Bancorp | Boost Price Target | $40.00 | $42.00 ➝ $44.00 | Outperform ➝ Outperform |
| 12/17/2025 | FIBK First Interstate BancSystem | Boost Price Target | $36.00 | $37.00 ➝ $39.00 | Outperform ➝ Outperform |
| 12/17/2025 | FHN First Horizon | Boost Price Target | $24.00 | $23.00 ➝ $24.00 | Market Perform ➝ Market Perform |
| 12/17/2025 | EVR Evercore | Boost Price Target | $339.00 | $345.00 ➝ $396.00 | Outperform ➝ Outperform |
| 12/17/2025 | COLB Columbia Banking System | Boost Price Target | $29.00 | $31.00 ➝ $33.00 | Outperform ➝ Outperform |
| 12/17/2025 | CFG Citizens Financial Group | Boost Price Target | $58.00 | $62.00 ➝ $68.00 | Outperform ➝ Outperform |
| 12/17/2025 | C Citigroup | Boost Price Target | $113.00 | $118.00 ➝ $131.00 | Outperform ➝ Outperform |
| 12/17/2025 | WFC Wells Fargo & Company | Boost Price Target | $91.00 | $92.00 ➝ $101.00 | Market Perform ➝ Market Perform |
| 12/17/2025 | USB U.S. Bancorp | Boost Price Target | $54.00 | $53.00 ➝ $58.00 | Market Perform ➝ Market Perform |
| 12/17/2025 | TFC Truist Financial | Boost Price Target | $50.00 | $49.00 ➝ $53.00 | Market Perform ➝ Market Perform |
| 12/16/2025 | WBS Webster Financial | Boost Price Target | $65.00 | $70.00 ➝ $75.00 | Outperform ➝ Outperform |
| 12/16/2025 | SEIC SEI Investments | Upgrade | $84.00 | $93.00 ➝ $97.00 | Market Perform ➝ Outperform |
| 12/16/2025 | MC Moelis & Company | Downgrade | $70.00 | $78.00 ➝ $80.00 | Outperform ➝ Market Perform |
| 12/16/2025 | TROW T. Rowe Price Group | Lower Price Target | $103.00 | $117.00 ➝ $115.00 | Market Perform ➝ Market Perform |
| 12/16/2025 | BLK BlackRock | Lower Price Target | $1,064.00 | $1,390.00 ➝ $1,322.00 | Outperform ➝ Outperform |
| 12/15/2025 | GBCI Glacier Bancorp | Upgrade | $45.00 | $55.00 | Market Perform ➝ Outperform |
| 12/15/2025 | CBRE CBRE Group | Upgrade | $161.00 | $168.00 ➝ $185.00 | Market Perform ➝ Outperform |
| 12/15/2025 | AMH American Homes 4 Rent | Upgrade | $32.00 | $37.00 | Market Perform ➝ Outperform |
| 12/15/2025 | ACRE Ares Commercial Real Estate | Upgrade | $5.00 | $4.75 ➝ $5.50 | Market Perform ➝ Outperform |
| 12/15/2025 | ABR Arbor Realty Trust | Reiterated Rating | $8.00 | $11.00 ➝ $8.50 | Market Perform ➝ Underperform |
| 12/15/2025 | BNPQY BNP Paribas | Upgrade | $47.00 | | Moderate Sell ➝ Hold |
| 12/15/2025 | GBCI Glacier Bancorp | Upgrade | $45.00 | $55.00 | Market Perform ➝ Outperform |
| 12/12/2025 | SPFI South Plains Financial | Boost Price Target | $41.00 | $45.00 ➝ $46.00 | Outperform ➝ Outperform |
| 12/12/2025 | WTW Willis Towers Watson Public | Boost Price Target | $330.00 | $373.00 ➝ $375.00 | Outperform ➝ Outperform |
| 12/11/2025 | TOL Toll Brothers | Lower Price Target | $140.00 | $145.00 ➝ $143.00 | Market Perform ➝ Market Perform |
| 12/10/2025 | C Citigroup | Reiterated Rating | $113.00 | | Outperform ➝ Outperform |
| 12/10/2025 | SLMBP SLM | Reiterated Rating | $76.00 | | Market Perform ➝ Market Perform |
| 12/10/2025 | HIPO Hippo | Boost Price Target | $31.00 | $33.00 ➝ $34.00 | Market Perform ➝ Market Perform |
| 12/10/2025 | SLM SLM | Lower Price Target | $27.00 | $31.00 ➝ $29.00 | Market Perform ➝ Market Perform |
| 12/9/2025 | ALIZY Allianz | Upgrade | $45.00 | | Hold ➝ Moderate Buy |
| 12/8/2025 | MSBI Midland States Bancorp | Boost Price Target | $22.00 | $17.00 ➝ $19.00 | Market Perform ➝ Market Perform |
| 12/8/2025 | JKHY Jack Henry & Associates | Upgrade | $184.00 | $170.00 ➝ $215.00 | Market Perform ➝ Outperform |
| 12/5/2025 | EBC Eastern Bankshares | Reiterated Rating | $19.00 | | Outperform ➝ Outperform |
| 12/5/2025 | SKWD Skyward Specialty Insurance Group | Boost Price Target | $52.00 | $64.00 ➝ $66.00 | Outperform ➝ Outperform |
| 12/4/2025 | NCNO nCino | Boost Price Target | $25.00 | $34.50 ➝ $36.00 | Outperform ➝ Outperform |
| 12/2/2025 | HBNC Horizon Bancorp (IN) | Reiterated Rating | $18.00 | | Outperform ➝ Outperform |
| 12/1/2025 | DE Deere & Company | Reiterated Rating | $475.00 | | Outperform ➝ Outperform |
| 12/1/2025 | BN Brookfield | Reiterated Rating | $45.00 | | Outperform ➝ Outperform |
| 11/26/2025 | FULT Fulton Financial | Boost Price Target | $20.00 | $20.00 ➝ $21.00 | Market Perform ➝ Market Perform |
| 11/26/2025 | PNNT PennantPark Investment | Lower Price Target | $6.00 | $6.25 ➝ $5.50 | Underperform ➝ Underperform |
| 11/25/2025 | LMND Lemonade | Boost Price Target | $83.00 | $35.00 ➝ $40.00 | Underperform ➝ Underperform |
| 11/24/2025 | AXS Axis Capital | Boost Price Target | $108.00 | $119.00 ➝ $121.00 | Outperform ➝ Outperform |
| 11/21/2025 | GBDC Golub Capital BDC | Lower Price Target | $13.00 | $15.50 ➝ $15.00 | Outperform ➝ Outperform |
| 11/20/2025 | NYAX Nayax | Lower Price Target | $46.00 | $50.00 ➝ $47.00 | Market Perform ➝ Market Perform |
| 11/20/2025 | HG Hamilton Insurance Group | Boost Price Target | $28.00 | $28.00 ➝ $30.00 | Outperform ➝ Outperform |
| 11/20/2025 | AIZ Assurant | Boost Price Target | $238.00 | $248.00 ➝ $254.00 | Outperform ➝ Outperform |
| 11/19/2025 | SUNS Sunrise Realty Trust | Lower Price Target | $10.00 | $11.25 ➝ $11.00 | Outperform ➝ Outperform |
| 11/19/2025 | MBI MBIA | Boost Price Target | $8.00 | $8.00 ➝ $8.50 | Outperform ➝ Outperform |
| 11/19/2025 | AGO Assured Guaranty | Boost Price Target | $92.00 | $105.00 ➝ $108.00 | Outperform ➝ Outperform |
| 11/18/2025 | FIGR Figure Technology Solutions | Boost Price Target | $40.00 | $48.50 ➝ $52.00 | Outperform ➝ Outperform |
| 11/18/2025 | AII American Integrity Insurance Group | Boost Price Target | $20.00 | $26.00 ➝ $29.00 | Outperform ➝ Outperform |
| 11/18/2025 | SLRC SLR Investment | Lower Price Target | $16.00 | $17.00 ➝ $16.50 | Market Perform ➝ Market Perform |
| 11/17/2025 | BXMT Blackstone Mortgage Trust | Upgrade | $20.00 | $20.00 ➝ $21.00 | Market Perform ➝ Outperform |
| 11/14/2025 | ISNPY Intesa Sanpaolo | Downgrade | $41.00 | | Moderate Buy ➝ Hold |
| 11/14/2025 | FIHL Fidelis Insurance | Lower Price Target | $19.00 | $24.00 ➝ $23.00 | Outperform ➝ Outperform |
| 11/14/2025 | CCAP Crescent Capital BDC | Lower Price Target | $15.00 | $17.00 ➝ $15.50 | Outperform ➝ Outperform |
| 11/13/2025 | BCSF Bain Capital Specialty Finance | Lower Price Target | $14.00 | $17.00 ➝ $16.00 | Market Perform ➝ Market Perform |
| 11/13/2025 | KBDC Kayne Anderson BDC | Lower Price Target | $16.00 | $16.50 ➝ $16.00 | Outperform ➝ Outperform |
| 11/12/2025 | STWD Starwood Property Trust | Lower Price Target | $18.00 | $22.00 ➝ $21.00 | Outperform ➝ Outperform |
| 11/12/2025 | RC Ready Capital | Lower Price Target | $2.00 | $3.50 ➝ $2.50 | Underperform ➝ Underperform |
