| Date | Company Name | Action | Current Price | Price Target | Rating |
|---|
| 5/4/2026 | MCHB Mechanics Bancorp | Lower Price Target | $14.00 | $16.00 ➝ $15.50 | Market Perform ➝ Market Perform |
| 5/4/2026 | TFSL TFS Financial | Boost Price Target | $15.00 | $14.00 ➝ $15.00 | Market Perform ➝ Market Perform |
| 5/4/2026 | PWP Perella Weinberg Partners | Boost Price Target | $19.00 | $21.00 ➝ $23.50 | Outperform ➝ Outperform |
| 5/4/2026 | INVH Invitation Home | Boost Price Target | $29.00 | $28.00 ➝ $29.00 | Market Perform ➝ Market Perform |
| 5/4/2026 | NMIH NMI | Lower Price Target | $37.00 | $50.00 ➝ $46.00 | Outperform ➝ Outperform |
| 5/4/2026 | LAZ Lazard | Boost Price Target | $44.00 | $47.00 ➝ $49.00 | Market Perform ➝ Market Perform |
| 5/4/2026 | DAVE Dave | Boost Price Target | $275.00 | $295.00 ➝ $330.00 | Outperform ➝ Outperform |
| 5/4/2026 | CBOE Cboe Global Markets | Boost Price Target | $338.00 | $300.00 ➝ $335.00 | Market Perform ➝ Market Perform |
| 5/1/2026 | MITT AG Mortgage Investment Trust | Lower Price Target | $8.00 | $9.00 ➝ $8.50 | Market Perform ➝ Market Perform |
| 5/1/2026 | RITM Rithm Capital | Lower Price Target | $10.00 | $14.00 ➝ $13.00 | Outperform ➝ Outperform |
| 5/1/2026 | NEWT NewtekOne | Boost Price Target | $13.00 | $12.00 ➝ $13.00 | Market Perform ➝ Market Perform |
| 5/1/2026 | NMRK Newmark Group | Boost Price Target | $16.00 | $18.00 ➝ $18.50 | Outperform ➝ Outperform |
| 5/1/2026 | DGICA Donegal Group | Lower Price Target | $16.00 | $19.00 ➝ $18.00 | Market Perform ➝ Market Perform |
| 5/1/2026 | JMSB John Marshall Bancorp | Boost Price Target | $21.00 | $23.00 ➝ $24.00 | Outperform ➝ Outperform |
| 5/1/2026 | PFS Provident Financial Services | Boost Price Target | $22.00 | $25.00 ➝ $26.00 | Outperform ➝ Outperform |
| 5/1/2026 | INBK First Internet Bancorp | Boost Price Target | $25.00 | $23.00 ➝ $24.00 | Market Perform ➝ Market Perform |
| 5/1/2026 | ALRS Alerus Financial | Boost Price Target | $27.00 | $25.00 ➝ $27.00 | Market Perform ➝ Market Perform |
| 5/1/2026 | BBT Beacon Financial | Lower Price Target | $28.00 | $36.00 ➝ $33.00 | Outperform ➝ Outperform |
| 5/1/2026 | RYAN Ryan Specialty | Lower Price Target | $30.00 | $49.00 ➝ $42.00 | Outperform ➝ Outperform |
| 5/1/2026 | FIBK First Interstate BancSystem | Reiterated Rating | $35.00 | $38.00 ➝ $37.00 | Outperform ➝ Market Perform |
| 5/1/2026 | FSBC Five Star Bancorp | Boost Price Target | $40.00 | $41.00 ➝ $43.00 | Market Perform ➝ Market Perform |
| 5/1/2026 | FMBH First Mid Bancshares | Boost Price Target | $43.00 | $46.00 ➝ $48.00 | Market Perform ➝ Market Perform |
| 5/1/2026 | WBS Webster Financial | Lower Price Target | $71.00 | $79.00 ➝ $77.50 | Outperform ➝ Outperform |
| 5/1/2026 | CCB Coastal Financial | Lower Price Target | $75.00 | $115.00 ➝ $95.00 | Outperform ➝ Outperform |
| 5/1/2026 | TROW T. Rowe Price Group | Boost Price Target | $102.00 | $95.00 ➝ $107.00 | Market Perform ➝ Market Perform |
| 5/1/2026 | AJG Arthur J. Gallagher & Co. | Lower Price Target | $208.00 | $246.00 ➝ $235.00 | Market Perform ➝ Market Perform |
| 4/30/2026 | FIBK First Interstate BancSystem | Downgrade | $35.00 | | Outperform ➝ Market Perform |
| 4/29/2026 | NWBI Northwest Bancshares | Boost Price Target | $14.00 | $14.00 ➝ $15.00 | Market Perform ➝ Market Perform |
| 4/29/2026 | BMRC Bank of Marin Bancorp | Lower Price Target | $26.00 | $30.00 ➝ $29.00 | Outperform ➝ Outperform |
| 4/29/2026 | CBC Central Bancompany | Boost Price Target | $27.00 | $27.50 ➝ $28.00 | Market Perform ➝ Market Perform |
| 4/29/2026 | CBNK Capital Bancorp | Boost Price Target | $31.00 | $32.00 ➝ $34.00 | Market Perform ➝ Market Perform |
| 4/29/2026 | CSGP CoStar Group | Lower Price Target | $35.00 | $57.00 ➝ $50.00 | Outperform ➝ Outperform |
| 4/29/2026 | GABC German American Bancorp | Boost Price Target | $43.00 | $46.00 ➝ $47.00 | Market Perform ➝ Market Perform |
| 4/29/2026 | CAC Camden National | Boost Price Target | $48.00 | $47.00 ➝ $50.00 | Market Perform ➝ Market Perform |
| 4/29/2026 | BRO Brown & Brown | Lower Price Target | $58.00 | $74.00 ➝ $72.00 | Market Perform ➝ Market Perform |
| 4/29/2026 | HOOD Robinhood Markets | Lower Price Target | $76.00 | $75.00 ➝ $65.00 | Market Perform ➝ Market Perform |
| 4/29/2026 | NBN Northeast Bancorp | Boost Price Target | $125.00 | $120.00 ➝ $128.00 | Market Perform ➝ Market Perform |
| 4/29/2026 | PJT PJT Partners | Boost Price Target | $148.00 | $166.00 ➝ $175.00 | Outperform ➝ Outperform |
| 4/29/2026 | CINF Cincinnati Financial | Boost Price Target | $161.00 | $190.00 ➝ $191.00 | Outperform ➝ Outperform |
| 4/24/2026 | KREF KKR Real Estate Finance Trust | Lower Price Target | $6.00 | $7.00 ➝ $6.00 | Market Perform ➝ Market Perform |
| 4/24/2026 | ASB Associated Banc | Boost Price Target | $28.00 | $30.00 ➝ $31.00 | Market Perform ➝ Market Perform |
| 4/24/2026 | CNOB ConnectOne Bancorp | Boost Price Target | $29.00 | $32.00 ➝ $34.00 | Outperform ➝ Outperform |
| 4/24/2026 | DCOM Dime Community Bancshares | Boost Price Target | $36.00 | $40.00 ➝ $43.00 | Outperform ➝ Outperform |
| 4/24/2026 | LOB Live Oak Bancshares | Lower Price Target | $37.00 | $44.00 ➝ $42.00 | Outperform ➝ Outperform |
| 4/24/2026 | UVSP Univest Corporation of Pennsylvania | Boost Price Target | $38.00 | $37.00 ➝ $40.00 | Market Perform ➝ Market Perform |
| 4/24/2026 | EFSC Enterprise Financial Services | Boost Price Target | $58.00 | $66.00 ➝ $67.00 | Outperform ➝ Outperform |
| 4/24/2026 | STC Stewart Information Services | Boost Price Target | $68.00 | $78.00 ➝ $81.00 | Outperform ➝ Outperform |
| 4/24/2026 | SIGI Selective Insurance Group | Boost Price Target | $82.00 | $84.00 ➝ $88.00 | Market Perform ➝ Market Perform |
| 4/24/2026 | BFH Bread Financial | Boost Price Target | $84.00 | $100.00 ➝ $115.00 | Outperform ➝ Outperform |
| 4/24/2026 | NDAQ Nasdaq | Boost Price Target | $92.00 | $92.00 ➝ $97.00 | Market Perform ➝ Market Perform |
| 4/24/2026 | BPOP Popular | Boost Price Target | $148.00 | $155.00 ➝ $177.00 | Outperform ➝ Outperform |
| 4/24/2026 | CBRE CBRE Group | Boost Price Target | $140.00 | $170.00 ➝ $175.00 | Outperform ➝ Outperform |
| 4/23/2026 | ONB Old National Bancorp | Boost Price Target | $24.00 | $27.00 ➝ $28.00 | Outperform ➝ Outperform |
| 4/23/2026 | FBP First BanCorp. | Boost Price Target | $24.00 | $24.50 ➝ $26.00 | Market Perform ➝ Market Perform |
| 4/23/2026 | NP Neptune Insurance | Boost Price Target | $25.00 | $28.00 ➝ $32.00 | Outperform ➝ Outperform |
| 4/23/2026 | BKU BankUnited | Lower Price Target | $47.00 | $55.00 ➝ $50.00 | Market Perform ➝ Market Perform |
| 4/23/2026 | GSHD Goosehead Insurance | Boost Price Target | $44.00 | $75.00 ➝ $80.00 | Outperform ➝ Outperform |
| 4/23/2026 | CBSH Commerce Bancshares | Boost Price Target | $52.00 | $54.00 ➝ $56.00 | Market Perform ➝ Market Perform |
| 4/23/2026 | CATY Cathay General Bancorp | Boost Price Target | $56.00 | $55.00 ➝ $58.00 | Market Perform ➝ Market Perform |
| 4/23/2026 | FBNC First Bancorp | Boost Price Target | $57.00 | $65.00 ➝ $66.00 | Outperform ➝ Outperform |
| 4/23/2026 | SYBT Stock Yards Bancorp | Boost Price Target | $71.00 | $80.00 ➝ $81.00 | Market Perform ➝ Market Perform |
| 4/23/2026 | WAL Western Alliance Bancorporation | Boost Price Target | $80.00 | $93.00 ➝ $94.00 | Outperform ➝ Outperform |
| 4/23/2026 | MCB Metropolitan Bank | Boost Price Target | $89.00 | $105.00 ➝ $109.00 | Outperform ➝ Outperform |
| 4/23/2026 | SEIC SEI Investments | Boost Price Target | $91.00 | $95.00 ➝ $107.00 | Outperform ➝ Outperform |
| 4/23/2026 | PRU Prudential Financial | Lower Price Target | $98.00 | $104.00 ➝ $100.00 | Market Perform ➝ Market Perform |
| 4/23/2026 | CASH Pathward Financial | Boost Price Target | $87.00 | $100.00 ➝ $108.00 | Outperform ➝ Outperform |
| 4/23/2026 | CB Chubb | Boost Price Target | $327.00 | $373.00 ➝ $374.00 | Outperform ➝ Outperform |
| 4/21/2026 | CCNE CNB Financial | Boost Price Target | $30.00 | $30.00 ➝ $34.00 | Market Perform ➝ Market Perform |
| 4/21/2026 | SMBK SmartFinancial | Boost Price Target | $41.00 | $42.00 ➝ $46.00 | Market Perform ➝ Market Perform |
| 4/21/2026 | CCBG Capital City Bank Group | Boost Price Target | $46.00 | $45.00 ➝ $50.00 | Market Perform ➝ Market Perform |
| 4/21/2026 | BOH Bank of Hawaii | Boost Price Target | $80.00 | $91.00 ➝ $95.00 | Outperform ➝ Outperform |
| 4/20/2026 | FMCC Freddie Mac | Lower Price Target | $8.00 | $9.00 ➝ $8.50 | Underperform ➝ Underperform |
| 4/20/2026 | FNMA Fannie Mae | Lower Price Target | $9.00 | $10.00 ➝ $8.50 | Underperform ➝ Underperform |
| 4/20/2026 | FRST Primis Financial | Initiated Coverage | $14.00 | $17.00 | Outperform |
| 4/20/2026 | NWG NatWest Group | Downgrade | $15.00 | | Moderate Buy ➝ Hold |
| 4/20/2026 | FNB F.N.B. | Boost Price Target | $18.00 | $20.00 ➝ $21.00 | Outperform ➝ Outperform |
| 4/20/2026 | HOMB Home BancShares | Lower Price Target | $27.00 | $32.00 ➝ $30.00 | Market Perform ➝ Market Perform |
| 4/20/2026 | WAFD WaFd | Boost Price Target | $35.00 | $35.00 ➝ $38.00 | Market Perform ➝ Market Perform |
| 4/20/2026 | INDB Independent Bank | Lower Price Target | $77.00 | $96.00 ➝ $94.00 | Outperform ➝ Outperform |
| 4/20/2026 | STT State Street | Boost Price Target | $148.00 | $157.00 ➝ $175.00 | Outperform ➝ Outperform |
| 4/20/2026 | TRV Travelers Companies | Boost Price Target | $304.00 | $340.00 ➝ $342.00 | Outperform ➝ Outperform |
| 4/19/2026 | FRST Primis Financial | Upgrade | $14.00 | | Moderate Buy |
| 4/17/2026 | WABC Westamerica Bancorporation | Boost Price Target | $54.00 | $55.00 ➝ $58.00 | Market Perform ➝ Market Perform |
| 4/17/2026 | CFG Citizens Financial Group | Boost Price Target | $64.00 | $70.00 ➝ $72.00 | Outperform ➝ Outperform |
| 4/17/2026 | GSBC Great Southern Bancorp | Boost Price Target | $69.00 | $63.00 ➝ $65.00 | Market Perform ➝ Market Perform |
| 4/17/2026 | BK BNY | Boost Price Target | $132.00 | $143.00 ➝ $150.00 | Outperform ➝ Outperform |
| 4/17/2026 | MRSH Marsh & McLennan Companies | Boost Price Target | $168.00 | $200.00 ➝ $203.00 | Market Perform ➝ Market Perform |
| 4/17/2026 | MRSH Marsh | Boost Price Target | $168.00 | $200.00 ➝ $203.00 | Market Perform ➝ Market Perform |
| 4/16/2026 | PNNT PennantPark Investment | Lower Price Target | $5.00 | $5.00 ➝ $4.50 | Underperform ➝ Underperform |
| 4/16/2026 | FSK FS KKR Capital | Lower Price Target | $12.00 | $15.00 ➝ $11.00 | Market Perform ➝ Market Perform |
| 4/16/2026 | OBDC Blue Owl Capital | Lower Price Target | $12.00 | $12.50 ➝ $12.00 | Market Perform ➝ Market Perform |
| 4/16/2026 | CCAP Crescent Capital BDC | Lower Price Target | $14.00 | $15.50 ➝ $15.00 | Outperform ➝ Outperform |
| 4/16/2026 | MSDL Morgan Stanley Direct Lending Fund | Lower Price Target | $16.00 | $16.50 ➝ $16.00 | Market Perform ➝ Market Perform |
| 4/16/2026 | HTGC Hercules Capital | Lower Price Target | $16.00 | $19.00 ➝ $18.00 | Outperform ➝ Outperform |
| 4/16/2026 | FDUS Fidus Investment | Lower Price Target | $19.00 | $20.00 ➝ $19.50 | Outperform ➝ Outperform |
| 4/16/2026 | ARCC Ares Capital | Lower Price Target | $19.00 | $22.00 ➝ $21.00 | Outperform ➝ Outperform |
| 4/16/2026 | FHN First Horizon | Boost Price Target | $25.00 | $25.00 ➝ $26.00 | Market Perform ➝ Market Perform |
| 4/16/2026 | BXSL Blackstone Secured Lending Fund | Lower Price Target | $25.00 | $27.00 ➝ $26.00 | Outperform ➝ Outperform |
| 4/16/2026 | BAC Bank of America | Boost Price Target | $52.00 | $63.00 ➝ $64.00 | Outperform ➝ Outperform |
| 4/16/2026 | MS Morgan Stanley | Boost Price Target | $188.00 | $210.00 ➝ $218.00 | Outperform ➝ Outperform |