| Date | Company Name | Action | Current
Price | Price
Target | Rating |
|---|
| 9/16/2026 | GNW Genworth Financial | Lower Price Target | $10.00 | $12.00 ➝ $11.50 | Outperform ➝ Outperform |
| 9/16/2026 | UCB United Community Banks | Boost Price Target | $35.00 | $40.00 ➝ $41.00 | Outperform ➝ Outperform |
| 9/16/2026 | TRMK Trustmark | Boost Price Target | $47.00 | $48.00 ➝ $50.00 | Market Perform ➝ Market Perform |
| 9/15/2026 | CSHR CoinShares | Boost Price Target | $5.00 | $7.00 ➝ $9.00 | Outperform ➝ Outperform |
| 9/14/2026 | RWT Redwood Trust | Lower Price Target | $4.00 | $5.50 ➝ $4.75 | Outperform ➝ Outperform |
| 9/14/2026 | JMSB John Marshall Bancorp | Boost Price Target | $23.00 | $25.00 ➝ $26.00 | Outperform ➝ Outperform |
| 9/13/2026 | HSBC HSBC | Downgrade | $101.00 | | Moderate Buy ➝ Hold |
| 9/10/2026 | SFNC Simmons First National | Upgrade | $23.00 | $25.00 ➝ $26.00 | Market Perform ➝ Outperform |
| 9/9/2026 | IVZ Invesco | Initiated Coverage | $30.00 | $39.00 | Outperform |
| 9/9/2026 | BEN Franklin Resources | Initiated Coverage | $33.00 | $38.00 | Hold |
| 9/8/2026 | CRCL Circle Internet Group | Initiated Coverage | $80.00 | $105.00 | Market Perform |
| 9/4/2026 | SFNC Simmons First National | Boost Price Target | $23.00 | $25.00 ➝ $26.00 | Market Perform ➝ Outperform |
| 9/3/2026 | PFG Principal Financial Group | Reiterated Rating | $117.00 | | Market Perform ➝ Market Perform |
| 9/2/2026 | IBKR Interactive Brokers Group | Reiterated Rating | $87.00 | | Market Perform ➝ Market Perform |
| 9/1/2026 | AON AON | Boost Price Target | $301.00 | $412.00 ➝ $417.00 | Outperform ➝ Outperform |
| 8/31/2026 | RCBC River City Bank | Upgrade | $53.00 | | Moderate Buy |
| 8/31/2026 | TD Toronto-Dominion Bank | Boost Price Target | C$169.00 | C$180.00 ➝ C$187.00 | |
| 8/31/2026 | RY Royal Bank of Canada | Boost Price Target | C$283.00 | C$316.00 ➝ C$324.00 | |
| 8/28/2026 | OSG Octave Specialty Group | Initiated Coverage | $5.00 | $8.00 | Outperform |
| 8/28/2026 | THFF First Financial Corporation Indiana | Boost Price Target | $77.00 | $78.00 ➝ $84.00 | Market Perform ➝ Market Perform |
| 8/28/2026 | TOL Toll Brothers | Boost Price Target | $132.00 | $161.00 ➝ $170.00 | Outperform ➝ Outperform |
| 8/27/2026 | OSG Octave Specialty Group | Upgrade | $5.00 | | Moderate Buy |
| 8/26/2026 | NCNO nCino | Boost Price Target | $22.00 | $24.00 ➝ $25.00 | Outperform ➝ Outperform |
| 8/26/2026 | BNS Bank of Nova Scotia | Boost Price Target | C$130.00 | C$148.00 ➝ C$152.00 | Outperform |
| 8/25/2026 | NTNX Nutanix | Reiterated Rating | $69.00 | | Market Perform ➝ Market Perform |
| 8/21/2026 | HRZN Horizon Technology Finance | Lower Price Target | $5.00 | $5.00 ➝ $4.50 | Market Perform ➝ Market Perform |
| 8/21/2026 | KLAR Klarna Group | Lower Price Target | $14.00 | $26.00 ➝ $21.00 | Outperform ➝ Outperform |
| 8/21/2026 | SCGLY Societe Generale Group | Downgrade | $17.00 | | Hold ➝ Moderate Sell |
| 8/21/2026 | BNS Bank of Nova Scotia | Initiated Coverage | $93.00 | | Outperform |
| 8/21/2026 | CM Canadian Imperial Bank of Commerce | Initiated Coverage | $113.00 | | Market Perform |
| 8/21/2026 | TD Toronto Dominion Bank | Initiated Coverage | $121.00 | | Market Perform |
| 8/21/2026 | BNS Bank of Nova Scotia | Set Price Target | C$130.00 | C$148.00 | Moderate Buy |
| 8/21/2026 | CM Canadian Imperial Bank of Commerce | Set Price Target | C$158.00 | C$186.00 | Hold |
| 8/21/2026 | TD Toronto-Dominion Bank | Set Price Target | C$169.00 | C$180.00 | Hold |
| 8/21/2026 | BMO Bank Of Montreal | Initiated Coverage | $173.00 | | Outperform |
| 8/21/2026 | RY Royal Bank Of Canada | Initiated Coverage | $202.00 | | Market Perform |
| 8/21/2026 | BMO Bank of Montreal | Set Price Target | C$242.00 | C$295.00 | Moderate Buy |
| 8/21/2026 | RY Royal Bank of Canada | Set Price Target | C$283.00 | C$316.00 | Hold |
| 8/20/2026 | BILL BILL | Boost Price Target | $49.00 | $46.00 ➝ $54.00 | Market Perform ➝ Market Perform |
| 8/20/2026 | PGR Progressive | Upgrade | $217.00 | $226.00 ➝ $250.00 | Market Perform ➝ Outperform |
| 8/20/2026 | ALL Allstate | Reiterated Rating | $255.00 | $255.00 ➝ $250.00 | Market Perform ➝ Underperform |
| 8/19/2026 | HTB HomeTrust Bancshares | Reiterated Rating | $47.00 | | Outperform ➝ Outperform |
| 8/19/2026 | ALL Allstate | Downgrade | $255.00 | | Hold ➝ Moderate Sell |
| 8/17/2026 | CLBK Columbia Financial | Initiated Coverage | $11.00 | $14.50 | Outperform |
| 8/17/2026 | BCSF Bain Capital Specialty Finance | Downgrade | $11.00 | $15.00 ➝ $13.00 | Outperform ➝ Market Perform |
| 8/17/2026 | CAIXY CaixaBank | Downgrade | $5.00 | | Hold ➝ Moderate Sell |
| 8/17/2026 | CCAP Crescent Capital BDC | Reiterated Rating | $10.00 | $13.00 ➝ $12.00 | Outperform ➝ Market Perform |
| 8/17/2026 | CLBK Columbia Financial | Initiated Coverage | $11.00 | $14.50 | Outperform |
| 8/14/2026 | PLGO Fidelis Insurance | Lower Price Target | $24.00 | $29.00 ➝ $28.00 | Outperform ➝ Outperform |
| 8/14/2026 | NYAX Nayax | Upgrade | $43.00 | $75.00 | Market Perform ➝ Outperform |
| 8/13/2026 | MBI MBIA | Lower Price Target | $5.00 | $7.50 ➝ $7.00 | Outperform ➝ Outperform |
| 8/13/2026 | RSKD Riskified | Boost Price Target | $6.00 | $5.50 ➝ $6.25 | Market Perform ➝ Market Perform |
| 8/13/2026 | BTDR Bitdeer Technologies Group | Lower Price Target | $11.00 | $14.00 ➝ $10.00 | Market Perform ➝ Market Perform |
| 8/13/2026 | HBT HBT Financial | Reiterated Rating | $36.00 | $38.00 ➝ $41.00 | Outperform ➝ Outperform |
| 8/13/2026 | MRX Marex Group plc Ordinary Shares | Boost Price Target | $72.00 | $80.00 ➝ $90.00 | Outperform ➝ Outperform |
| 8/13/2026 | AGO Assured Guaranty | Lower Price Target | $71.00 | $101.00 ➝ $97.00 | Outperform ➝ Outperform |
| 8/12/2026 | GPMT Granite Point Mortgage Trust | Lower Price Target | $1.00 | $1.50 ➝ $1.25 | Market Perform ➝ Market Perform |
| 8/12/2026 | TWFG TWFG | Boost Price Target | $27.00 | $26.00 ➝ $29.00 | Market Perform ➝ Market Perform |
| 8/12/2026 | ETOR eToro Group | Lower Price Target | $28.00 | $45.00 ➝ $35.00 | Market Perform ➝ Market Perform |
| 8/12/2026 | BBVA Banco Bilbao Viscaya Argentaria | Downgrade | $28.00 | | Moderate Buy ➝ Hold |
| 8/12/2026 | HG Hamilton Insurance Group | Boost Price Target | $35.00 | $39.00 ➝ $40.00 | Outperform ➝ Outperform |
| 8/12/2026 | ONIT Onity Group | Lower Price Target | $34.00 | $58.00 ➝ $55.00 | Outperform ➝ Outperform |
| 8/11/2026 | GNW Genworth Financial | Upgrade | $10.00 | | Moderate Buy ➝ Strong-Buy |
| 8/11/2026 | HGTY Hagerty | Boost Price Target | $14.00 | $15.00 ➝ $16.00 | Outperform ➝ Outperform |
| 8/11/2026 | NREF NexPoint Real Estate Finance | Boost Price Target | $16.00 | $15.00 ➝ $16.00 | Market Perform ➝ Market Perform |
| 8/11/2026 | CRBG Corebridge Financial | Boost Price Target | $35.00 | $40.00 ➝ $43.00 | Outperform ➝ Outperform |
| 8/11/2026 | RDN Radian Group | Lower Price Target | $35.00 | $46.00 ➝ $44.00 | Outperform ➝ Outperform |
| 8/11/2026 | EQH Equitable | Boost Price Target | $54.00 | $62.00 ➝ $67.00 | Outperform ➝ Outperform |
| 8/11/2026 | AIG American International Group | Boost Price Target | $76.00 | $95.00 ➝ $96.00 | Outperform ➝ Outperform |
| 8/11/2026 | MET MetLife | Boost Price Target | $97.00 | $105.00 ➝ $108.00 | Outperform ➝ Outperform |
| 8/11/2026 | VOYA Voya Financial | Boost Price Target | $100.00 | $109.00 ➝ $110.00 | Outperform ➝ Outperform |
| 8/11/2026 | AFL Aflac | Boost Price Target | $117.00 | $120.00 ➝ $125.00 | Market Perform ➝ Market Perform |
| 8/11/2026 | PRU Prudential Financial | Boost Price Target | $117.00 | $113.00 ➝ $123.00 | Market Perform ➝ Market Perform |
| 8/11/2026 | AFG American Financial Group | Boost Price Target | $143.00 | $148.00 ➝ $153.00 | Market Perform ➝ Market Perform |
| 8/11/2026 | MKTX MarketAxess | Reiterated Rating | $163.00 | $150.00 ➝ $167.00 | Outperform ➝ Market Perform |
| 8/11/2026 | PRI Primerica | Boost Price Target | $292.00 | $323.00 ➝ $335.00 | Market Perform ➝ Market Perform |
| 8/10/2026 | PLMR Palomar | Boost Price Target | $141.00 | $166.00 ➝ $167.00 | Outperform ➝ Outperform |
| 8/10/2026 | UWMC UWM | Lower Price Target | $1.00 | $3.75 ➝ $2.75 | Outperform ➝ Outperform |
| 8/10/2026 | BCIC Portman Ridge Finance | Lower Price Target | $7.00 | $9.00 ➝ $7.50 | Market Perform ➝ Market Perform |
| 8/10/2026 | NCDL Nuveen Churchill Direct Lending | Lower Price Target | $12.00 | $15.00 ➝ $13.50 | Market Perform ➝ Market Perform |
| 8/10/2026 | RKT Rocket Companies | Lower Price Target | $13.00 | $20.00 ➝ $19.00 | Outperform ➝ Outperform |
| 8/10/2026 | TSLX Sixth Street Specialty Lending | Boost Price Target | $18.00 | $18.50 ➝ $19.50 | Outperform ➝ Outperform |
| 8/10/2026 | LCLN Lincoln International | Boost Price Target | $26.00 | $24.00 ➝ $25.00 | Market Perform ➝ Market Perform |
| 8/10/2026 | CBFV CB Financial Services | Boost Price Target | $37.00 | $40.00 ➝ $41.00 | Outperform ➝ Outperform |
| 8/10/2026 | ACT Enact | Boost Price Target | $49.00 | $44.00 ➝ $49.00 | Market Perform ➝ Market Perform |
| 8/10/2026 | FNF Fidelity National Financial | Lower Price Target | $43.00 | $64.00 ➝ $61.00 | Outperform ➝ Outperform |
| 8/10/2026 | SKWD Skyward Specialty Insurance Group | Boost Price Target | $57.00 | $72.00 ➝ $75.00 | Outperform ➝ Outperform |
| 8/10/2026 | ESNT Essent Group | Boost Price Target | $68.00 | $74.00 ➝ $78.00 | Outperform ➝ Outperform |
| 8/10/2026 | MKTX MarketAxess | Downgrade | $163.00 | | Moderate Buy ➝ Hold |
| 8/10/2026 | BRK.A Berkshire Hathaway | Boost Price Target | $779,722.00 | $695,000.00 ➝ $735,000.00 | Underperform ➝ Underperform |
| 8/7/2026 | TCPC Blackrock Tcp Capital | Upgrade | $4.00 | $3.50 ➝ $4.00 | Underperform ➝ Market Perform |
| 8/7/2026 | PRTH Priority Technology | Lower Price Target | $6.00 | $7.50 ➝ $6.50 | Market Perform ➝ Market Perform |
| 8/7/2026 | STWD Starwood Property Trust | Lower Price Target | $15.00 | $19.00 ➝ $18.50 | Outperform ➝ Outperform |
| 8/7/2026 | Z Zillow Group | Lower Price Target | $31.00 | $37.00 ➝ $34.00 | Market Perform ➝ Market Perform |
| 8/7/2026 | WD Walker & Dunlop | Lower Price Target | $39.00 | $63.00 ➝ $57.00 | Outperform ➝ Outperform |
| 8/7/2026 | MIAX Miami International | Boost Price Target | $38.00 | $46.00 ➝ $48.00 | Market Perform ➝ Market Perform |
| 8/7/2026 | FISV Fiserv | Lower Price Target | $49.00 | $70.00 ➝ $65.00 | Outperform ➝ Outperform |
| 8/7/2026 | SEZL Sezzle | Lower Price Target | $117.00 | $190.00 ➝ $155.00 | Market Perform ➝ Market Perform |
| 8/7/2026 | AIZ Assurant | Boost Price Target | $284.00 | $310.00 ➝ $325.00 | Outperform ➝ Outperform |
| 8/7/2026 | BLK BlackRock | Downgrade | $1,038.00 | | Moderate Buy ➝ Hold |
