Keefe, Bruyette & Woods Stock Recommendations and Price Targets

This is a list of recent ratings by Keefe, Bruyette & Woods.

DateCompany NameActionCurrent
Price
Price
Target
Rating
6/18/2026
CME
CME Group
Upgrade$246.00 $305.00Market Perform ➝ Outperform
6/18/2026
PGR
Progressive
Boost Price Target$204.00$208.00 ➝ $210.00Market Perform ➝ Market Perform
6/18/2026
AJG
Arthur J. Gallagher & Co.
Boost Price Target$214.00$235.00 ➝ $242.00Market Perform ➝ Market Perform
6/17/2026
LEN
Lennar
Lower Price Target$90.00$86.00 ➝ $85.00Underperform ➝ Underperform
6/16/2026
CCAP
Crescent Capital BDC
Lower Price Target$11.00$15.00 ➝ $13.00Outperform ➝ Outperform
6/15/2026
PAYO
Payoneer Global
Downgrade$7.00Moderate Buy ➝ Hold
6/15/2026
LCLN
Lincoln International
Initiated Coverage$24.00 $26.00Market Perform
6/10/2026
HGTY
Hagerty
Reiterated Rating$11.00Outperform ➝ Outperform
6/10/2026
BFH
Bread Financial
Reiterated Rating$103.00Outperform ➝ Outperform
6/10/2026
RIOT
Riot Platforms
Reiterated Rating$28.00Outperform ➝ Outperform
6/9/2026
LEN
Lennar
Downgrade$90.00$97.00 ➝ $86.00Market Perform ➝ Underperform
6/9/2026
TOL
Toll Brothers
Upgrade$156.00$158.00 ➝ $161.00Market Perform ➝ Outperform
6/8/2026
EBC
Eastern Bankshares
Reiterated Rating$21.00Outperform ➝ Outperform
6/8/2026
TWFG
TWFG
Reiterated Rating$22.00Market Perform ➝ Market Perform
6/8/2026
BXSL
Blackstone Secured Lending Fund
Downgrade$24.00$25.00 ➝ $24.00Outperform ➝ Market Perform
6/8/2026
ALL
Allstate
Downgrade$221.00$266.00 ➝ $242.00Outperform ➝ Market Perform
6/5/2026
UWMC
UWM
Reiterated Rating$2.00Market Perform ➝ Market Perform
6/5/2026
HIVE
HIVE Digital Technologies
Boost Price Target$4.00$3.00 ➝ $5.00Market Perform ➝ Market Perform
6/5/2026
WLTH
Wealthfront
Lower Price Target$8.00$12.00 ➝ $11.00Market Perform ➝ Market Perform
6/4/2026
ESNT
Essent Group
Upgrade$58.00 $73.00Market Perform ➝ Outperform
6/4/2026
HIG
The Hartford Insurance Group
Lower Price Target$128.00$149.00 ➝ $142.00Market Perform ➝ Market Perform
5/26/2026
RYAN
Ryan Specialty
Reiterated Rating$35.00Outperform ➝ Outperform
5/22/2026
PGR
Progressive
Reiterated Rating$204.00Market Perform ➝ Market Perform
5/22/2026
IMAX
IMAX
Reiterated Rating$44.00 $60.00Market Perform ➝ Market Perform
5/22/2026
HLNE
Hamilton Lane
Reiterated Rating$82.00Outperform ➝ Outperform
5/20/2026
BTDR
Bitdeer Technologies Group
Reiterated Rating$18.00Market Perform ➝ Market Perform
5/18/2026
SMRT
SmartRent
Lower Price Target$1.00$2.00 ➝ $1.40Market Perform ➝ Market Perform
5/18/2026
SUNS
Sunrise Realty Trust
Boost Price Target$8.00$7.75 ➝ $8.00Market Perform ➝ Market Perform
5/18/2026
BANR
Banner
Boost Price Target$65.00$73.00 ➝ $75.00Market Perform ➝ Market Perform
5/15/2026
KLAR
Klarna Group
Boost Price Target$19.00$22.00 ➝ $26.00Outperform ➝ Outperform
5/15/2026
PLGO
Fidelis Insurance
Boost Price Target$23.00$26.50 ➝ $28.00Outperform ➝ Outperform
5/13/2026
CSHR
CoinShares
Initiated Coverage$4.00 $9.00Outperform
5/13/2026
CMTG
Claros Mortgage Trust
Lower Price Target$3.00$2.50 ➝ $2.25Underperform ➝ Underperform
5/13/2026
ACRE
Ares Commercial Real Estate
Lower Price Target$5.00$6.00 ➝ $5.50Outperform ➝ Outperform
5/13/2026
GNW
Genworth Financial
Boost Price Target$9.00$10.50 ➝ $11.00Outperform ➝ Outperform
5/13/2026
CLSK
Cleanspark
Boost Price Target$17.00$14.00 ➝ $16.00Outperform ➝ Outperform
5/13/2026
STWD
Starwood Property Trust
Lower Price Target$17.00$20.00 ➝ $19.50Outperform ➝ Outperform
5/13/2026
BOW
Bowhead Specialty
Boost Price Target$27.00$31.00 ➝ $34.00Outperform ➝ Outperform
5/13/2026
LNC
Lincoln National
Boost Price Target$37.00$43.00 ➝ $44.00Outperform ➝ Outperform
5/13/2026
ETOR
eToro Group
Boost Price Target$39.00$35.00 ➝ $38.00Market Perform ➝ Market Perform
5/13/2026
CBSH
Commerce Bancshares
Boost Price Target$55.00$56.00 ➝ $57.00Market Perform ➝ Market Perform
5/13/2026
NYAX
Nayax
Boost Price Target$65.00$60.00 ➝ $75.00Market Perform ➝ Market Perform
5/13/2026
MET
MetLife
Boost Price Target$86.00$87.00 ➝ $98.00Outperform ➝ Outperform
5/13/2026
PRU
Prudential Financial
Boost Price Target$107.00$100.00 ➝ $106.00Market Perform ➝ Market Perform
5/13/2026
JXN
Jackson Financial
Boost Price Target$107.00$120.00 ➝ $125.00Market Perform ➝ Market Perform
5/13/2026
PLMR
Palomar
Lower Price Target$112.00$186.00 ➝ $159.00Outperform ➝ Outperform
5/13/2026
AIZ
Assurant
Boost Price Target$260.00$258.00 ➝ $270.00Outperform ➝ Outperform
5/13/2026
PRI
Primerica
Boost Price Target$281.00$290.00 ➝ $305.00Market Perform ➝ Market Perform
5/12/2026
CSHR
CoinShares
Upgrade$4.00Moderate Buy
5/12/2026
ABR
Arbor Realty Trust
Lower Price Target$5.00$7.50 ➝ $6.50Underperform ➝ Underperform
5/12/2026
OTF
Blue Owl Technology Finance
Lower Price Target$11.00$13.00 ➝ $12.00Market Perform ➝ Market Perform
5/12/2026
RKT
Rocket Companies
Lower Price Target$14.00$22.00 ➝ $21.00Outperform ➝ Outperform
5/12/2026
WULF
TeraWulf
Boost Price Target$29.00$25.00 ➝ $33.00Outperform ➝ Outperform
5/12/2026
AMH
American Homes 4 Rent
Boost Price Target$32.00$35.00 ➝ $36.00Outperform ➝ Outperform
5/12/2026
BILL
BILL
Boost Price Target$32.00$42.00 ➝ $49.00Market Perform ➝ Market Perform
5/12/2026
AGM
Federal Agricultural Mortgage
Boost Price Target$184.00$215.00 ➝ $228.00Outperform ➝ Outperform
5/12/2026
WTW
Willis Towers Watson Public
Lower Price Target$255.00$384.00 ➝ $380.00Outperform ➝ Outperform
5/8/2026
BLND
Blend Labs
Lower Price Target$2.00$2.25 ➝ $1.90Market Perform ➝ Market Perform
5/8/2026
UWMC
UWM
Lower Price Target$2.00$5.00 ➝ $4.50Market Perform ➝ Market Perform
5/8/2026
PMT
PennyMac Mortgage Investment Trust
Reiterated Rating$10.00$13.50 ➝ $12.00Outperform ➝ Market Perform
5/8/2026
NREF
NexPoint Real Estate Finance
Boost Price Target$15.00$14.00 ➝ $15.00Market Perform ➝ Market Perform
5/8/2026
ONIT
Onity Group
Lower Price Target$37.00$60.00 ➝ $58.00Outperform ➝ Outperform
5/8/2026
FOUR
Shift4 Payments
Boost Price Target$39.00$50.00 ➝ $52.00Market Perform ➝ Market Perform
5/8/2026
MIAX
Miami International
Boost Price Target$37.00$40.00 ➝ $48.00Market Perform ➝ Market Perform
5/8/2026
WD
Walker & Dunlop
Boost Price Target$52.00$65.00 ➝ $67.00Outperform ➝ Outperform
5/8/2026
XYZ
Block
Boost Price Target$75.00$85.00 ➝ $90.00Outperform ➝ Outperform
5/8/2026
AIG
American International Group
Boost Price Target$74.00$97.00 ➝ $98.00Outperform ➝ Outperform
5/8/2026
PFSI
PennyMac Financial Services
Lower Price Target$83.00$115.00 ➝ $108.00Outperform ➝ Outperform
5/8/2026
C
Citigroup
Boost Price Target$143.00$140.00 ➝ $153.00Outperform ➝ Outperform
5/7/2026
OPAD
Offerpad Solutions
Lower Price Target$5.00$10.00 ➝ $8.50Market Perform ➝ Market Perform
5/7/2026
PMT
PennyMac Mortgage Investment Trust
Downgrade$10.00Outperform ➝ Market Perform
5/7/2026
TRIN
Trinity Capital
Boost Price Target$17.00$15.00 ➝ $16.00Market Perform ➝ Market Perform
5/7/2026
TSLX
Sixth Street Specialty Lending
Lower Price Target$17.00$21.00 ➝ $18.50Outperform ➝ Outperform
5/7/2026
CIFR
Cipher Mining
Boost Price Target$29.00$23.00 ➝ $27.00Outperform ➝ Outperform
5/7/2026
HIPO
Hippo
Boost Price Target$26.00$30.00 ➝ $32.00Market Perform ➝ Market Perform
5/7/2026
Z
Zillow Group
Lower Price Target$32.00$60.00 ➝ $50.00Market Perform ➝ Market Perform
5/7/2026
SEZL
Sezzle
Boost Price Target$163.00$85.00 ➝ $115.00Outperform ➝ Outperform
5/7/2026
HLI
Houlihan Lokey
Lower Price Target$141.00$177.00 ➝ $172.00Outperform ➝ Outperform
5/7/2026
THG
The Hanover Insurance Group
Boost Price Target$198.00$208.00 ➝ $211.00Outperform ➝ Outperform
5/7/2026
ALL
Allstate
Boost Price Target$221.00$260.00 ➝ $266.00Outperform ➝ Outperform
5/6/2026
MFA
MFA Financial
Lower Price Target$10.00$11.00 ➝ $10.00Market Perform ➝ Market Perform
5/6/2026
SCBFF
Standard Chartered
Upgrade$27.00Moderate Sell ➝ Hold
5/6/2026
CRBG
Corebridge Financial
Boost Price Target$29.00$31.00 ➝ $38.00Outperform ➝ Outperform
5/6/2026
TOWN
Towne Bank
Reiterated Rating$35.00$42.00 ➝ $38.00Outperform ➝ Market Perform
5/6/2026
EQH
Equitable
Boost Price Target$45.00$51.00 ➝ $60.00Outperform ➝ Outperform
5/6/2026
EG
Everest Group
Boost Price Target$336.00$402.00 ➝ $411.00Outperform ➝ Outperform
5/5/2026
CNO
CNO Financial Group
Boost Price Target$51.00$46.00 ➝ $50.00Market Perform ➝ Market Perform
5/5/2026
THFF
First Financial Corporation Indiana
Boost Price Target$73.00$68.00 ➝ $70.00Market Perform ➝ Market Perform
5/5/2026
ACGL
Arch Capital Group
Lower Price Target$91.00$105.00 ➝ $102.00Market Perform ➝ Market Perform
5/4/2026
MCHB
Mechanics Bancorp
Lower Price Target$15.00$16.00 ➝ $15.50Market Perform ➝ Market Perform
5/4/2026
TFSL
TFS Financial
Boost Price Target$16.00$14.00 ➝ $15.00Market Perform ➝ Market Perform
5/4/2026
PWP
Perella Weinberg Partners
Boost Price Target$16.00$21.00 ➝ $23.50Outperform ➝ Outperform
5/4/2026
INVH
Invitation Home
Boost Price Target$28.00$28.00 ➝ $29.00Market Perform ➝ Market Perform
5/4/2026
NMIH
NMI
Lower Price Target$37.00$50.00 ➝ $46.00Outperform ➝ Outperform
5/4/2026
LAZ
Lazard
Boost Price Target$44.00$47.00 ➝ $49.00Market Perform ➝ Market Perform
5/4/2026
DAVE
Dave
Boost Price Target$314.00$295.00 ➝ $330.00Outperform ➝ Outperform
5/4/2026
CBOE
Cboe Global Markets
Boost Price Target$249.00$300.00 ➝ $335.00Market Perform ➝ Market Perform
5/1/2026
MITT
AG Mortgage Investment Trust
Lower Price Target$8.00$9.00 ➝ $8.50Market Perform ➝ Market Perform
5/1/2026
RITM
Rithm Capital
Lower Price Target$9.00$14.00 ➝ $13.00Outperform ➝ Outperform
5/1/2026
NEWT
NewtekOne
Boost Price Target$14.00$12.00 ➝ $13.00Market Perform ➝ Market Perform