| Date | Company Name | Action | Current
Price | Price
Target | Rating |
|---|
| 10/30/2026 | AJG Arthur J. Gallagher & Co. | Reiterated Rating | $276.00 | | Outperform ➝ Outperform |
| 10/30/2026 | ADAM Adamas Trust | Lower Price Target | $7.00 | $9.25 ➝ $8.50 | Market Perform ➝ Market Perform |
| 10/30/2026 | OWL Blue Owl Capital | Boost Price Target | $10.00 | $9.00 ➝ $10.50 | Market Perform ➝ Market Perform |
| 10/30/2026 | BXMT Blackstone Mortgage Trust | Lower Price Target | $11.00 | $13.00 ➝ $12.00 | Market Perform ➝ Market Perform |
| 10/30/2026 | PWP Perella Weinberg Partners | Reiterated Rating | $15.00 | $19.00 ➝ $20.00 | Outperform ➝ Outperform |
| 10/30/2026 | INBK First Internet Bancorp | Boost Price Target | $26.00 | $27.00 ➝ $29.00 | Market Perform ➝ Market Perform |
| 10/30/2026 | ALRS Alerus Financial | Boost Price Target | $33.00 | $32.00 ➝ $34.00 | Market Perform ➝ Market Perform |
| 10/30/2026 | OZK Bank OZK | Boost Price Target | $51.00 | $52.00 ➝ $54.00 | Market Perform ➝ Market Perform |
| 10/30/2026 | NBTB NBT Bancorp | Reiterated Rating | $52.00 | $58.00 ➝ $55.00 | Market Perform ➝ Market Perform |
| 10/30/2026 | BWFG Bankwell Financial Group | Reiterated Rating | $71.00 | $72.00 ➝ $79.00 | Outperform ➝ Outperform |
| 10/30/2026 | TROW T. Rowe Price Group | Reiterated Rating | $104.00 | $112.00 ➝ $113.00 | Market Perform ➝ Market Perform |
| 10/30/2026 | ARES Ares Management | Boost Price Target | $128.00 | $119.00 ➝ $130.00 | Market Perform ➝ Market Perform |
| 10/30/2026 | ICE Intercontinental Exchange | Boost Price Target | $169.00 | $180.00 ➝ $190.00 | Outperform ➝ Outperform |
| 10/30/2026 | AJG Arthur J. Gallagher & Co. | Boost Price Target | $276.00 | $242.00 ➝ $275.00 | Market Perform ➝ Market Perform |
| 10/30/2026 | MA Mastercard | Boost Price Target | $638.00 | $685.00 ➝ $750.00 | Outperform ➝ Outperform |
| 10/29/2026 | PB Prosperity Bancshares | Reiterated Rating | $72.00 | | Outperform ➝ Outperform |
| 10/29/2026 | ESQ Esquire Financial | Reiterated Rating | $125.00 | | Market Perform ➝ Market Perform |
| 10/29/2026 | CPF CPB | Reiterated Rating | $38.00 | | Market Perform ➝ Market Perform |
| 10/28/2026 | SOFI SoFi Technologies | Boost Price Target | $17.00 | $15.00 ➝ $16.00 | Underperform ➝ Underperform |
| 10/27/2026 | RITM Rithm Capital | Boost Price Target | $9.00 | $12.50 ➝ $13.00 | Outperform ➝ Outperform |
| 10/27/2026 | NBBK NB Bancorp | Lower Price Target | $22.00 | $25.00 ➝ $24.00 | Market Perform ➝ Market Perform |
| 10/27/2026 | HBT HBT Financial | Boost Price Target | $37.00 | $41.00 ➝ $43.00 | Outperform ➝ Outperform |
| 10/27/2026 | LKFN Lakeland Financial | Boost Price Target | $60.00 | $63.00 ➝ $64.00 | Market Perform ➝ Market Perform |
| 10/27/2026 | BOH Bank of Hawaii | Downgrade | $70.00 | $85.00 ➝ $78.00 | Outperform ➝ Market Perform |
| 10/27/2026 | CHCO City | Boost Price Target | $143.00 | $145.00 ➝ $147.00 | Market Perform ➝ Hold |
| 10/23/2026 | BHB Bar Harbor Bankshares | Reiterated Rating | $40.00 | | Market Perform ➝ Market Perform |
| 10/23/2026 | VLY Valley National Bancorp | Upgrade | $14.00 | $17.00 | Market Perform ➝ Outperform |
| 10/22/2026 | DHI D.R. Horton | Lower Price Target | $146.00 | $160.00 ➝ $152.00 | |
| 10/21/2026 | APPF AppFolio | Boost Price Target | $213.00 | $233.00 ➝ $255.00 | Outperform ➝ Outperform |
| 10/21/2026 | RLI RLI | Reiterated Rating | $65.00 | $69.00 ➝ $74.00 | Outperform ➝ Outperform |
| 10/21/2026 | RBB RBB Bancorp | Boost Price Target | $26.00 | $29.00 ➝ $30.00 | Market Perform ➝ Market Perform |
| 10/21/2026 | NP Neptune Insurance | Boost Price Target | $29.00 | $32.00 ➝ $33.00 | Market Perform ➝ Market Perform |
| 10/21/2026 | WASH Washington Trust Bancorp | Boost Price Target | $39.00 | $36.00 ➝ $39.00 | Market Perform ➝ Market Perform |
| 10/21/2026 | DCOM Dime Community Bancshares | Boost Price Target | $42.00 | $47.00 ➝ $49.00 | Outperform ➝ Outperform |
| 10/21/2026 | SMBK SmartFinancial | Boost Price Target | $48.00 | $51.00 ➝ $52.00 | Market Perform ➝ Market Perform |
| 10/21/2026 | MBWM Mercantile Bank | Boost Price Target | $60.00 | $64.00 ➝ $65.00 | Outperform ➝ Outperform |
| 10/21/2026 | HWC Hancock Whitney | Lower Price Target | $72.00 | $80.00 ➝ $79.00 | Market Perform ➝ Market Perform |
| 10/21/2026 | WAL Western Alliance Bancorporation | Lower Price Target | $76.00 | $92.00 ➝ $90.00 | Outperform ➝ Outperform |
| 10/20/2026 | DX Dynex Capital | Reiterated Rating | $11.00 | | Outperform ➝ Outperform |
| 10/20/2026 | TRV Travelers Companies | Boost Price Target | $396.00 | $372.00 ➝ $382.00 | Market Perform ➝ Market Perform |
| 10/19/2026 | SFNC Simmons First National | Lower Price Target | $23.00 | $26.00 ➝ $25.00 | Outperform ➝ Outperform |
| 10/19/2026 | NRIM Northrim BanCorp | Lower Price Target | $24.00 | $30.00 ➝ $29.00 | Market Perform ➝ Market Perform |
| 10/19/2026 | WAFD WaFd | Lower Price Target | $29.00 | $40.00 ➝ $34.00 | Market Perform ➝ Market Perform |
| 10/19/2026 | TFC Truist Financial | Lower Price Target | $49.00 | $55.00 ➝ $54.00 | Market Perform ➝ Market Perform |
| 10/19/2026 | MRSH Marsh & McLennan Companies | Boost Price Target | $201.00 | $186.00 ➝ $201.00 | Market Perform ➝ Market Perform |
| 10/16/2026 | BNY Bank of New York Mellon | Reiterated Rating | $147.00 | | Outperform ➝ Outperform |
| 10/16/2026 | FFIN First Financial Bankshares | Reiterated Rating | $31.00 | $35.00 ➝ $34.00 | Market Perform ➝ Market Perform |
| 10/16/2026 | SCHW Charles Schwab | Reiterated Rating | $88.00 | $109.00 ➝ $111.00 | Outperform ➝ Outperform |
| 10/16/2026 | PRU Prudential Financial | Lower Price Target | $116.00 | $123.00 ➝ $119.00 | Market Perform ➝ Market Perform |
| 10/16/2026 | WABC Westamerica Bancorporation | Boost Price Target | $61.00 | $64.00 ➝ $65.00 | Market Perform ➝ Market Perform |
| 10/16/2026 | PNC The PNC Financial Services Group | Lower Price Target | $228.00 | $260.00 ➝ $250.00 | Market Perform ➝ Market Perform |
| 10/15/2026 | PGR Progressive | Lower Price Target | $231.00 | $252.00 ➝ $246.00 | Outperform ➝ Outperform |
| 10/15/2026 | BHF Brighthouse Financial | Lower Price Target | $44.00 | $57.00 ➝ $55.00 | Market Perform ➝ Market Perform |
| 10/15/2026 | BAC Bank of America | Lower Price Target | $50.00 | $70.00 ➝ $65.00 | Outperform ➝ Outperform |
| 10/15/2026 | STT State Street | Boost Price Target | $170.00 | $220.00 ➝ $230.00 | Outperform ➝ Outperform |
| 10/15/2026 | MS Morgan Stanley | Reiterated Rating | $184.00 | $250.00 ➝ $230.00 | Outperform ➝ Outperform |
| 10/15/2026 | BLK BlackRock | Boost Price Target | $1,148.00 | $1,290.00 ➝ $1,310.00 | Outperform ➝ Outperform |
| 10/14/2026 | FBK FB Financial | Lower Price Target | $54.00 | $65.00 ➝ $64.00 | Outperform ➝ Outperform |
| 10/14/2026 | WFC Wells Fargo & Company | Lower Price Target | $83.00 | $94.00 ➝ $90.00 | Market Perform ➝ Market Perform |
| 10/14/2026 | GS The Goldman Sachs Group | Lower Price Target | $892.00 | $1,130.00 ➝ $1,100.00 | Market Perform ➝ Market Perform |
| 10/14/2026 | JPM JPMorgan Chase & Co. | Reiterated Rating | $337.00 | | Outperform ➝ Outperform |
| 10/14/2026 | C Citigroup | Reiterated Rating | $123.00 | | Outperform ➝ Outperform |
| 10/13/2026 | SCGLY Societe Generale Group | Upgrade | $14.00 | | Moderate Sell ➝ Hold |
| 10/13/2026 | SVKEF Skandinaviska | Upgrade | $21.00 | | Moderate Sell ➝ Hold |
| 10/12/2026 | SOFI SoFi Technologies | Reiterated Rating | $17.00 | | Underperform ➝ Underperform |
| 10/12/2026 | BRO Brown & Brown | Upgrade | $70.00 | $77.00 | Underperform ➝ Outperform |
| 10/12/2026 | ASBH American Savings Bank of Hawaii | Initiated Coverage | $18.00 | $19.00 | Market Perform |
| 10/12/2026 | AII American Integrity Insurance Group | Boost Price Target | $29.00 | $29.00 ➝ $31.00 | Outperform ➝ Outperform |
| 10/12/2026 | BWIN Baldwin Insurance Group | Downgrade | $32.00 | $32.50 | Outperform ➝ Market Perform |
| 10/12/2026 | GSHD Goosehead Insurance | Lower Price Target | $48.00 | $72.00 ➝ $66.00 | Outperform ➝ Outperform |
| 10/12/2026 | AIG American International Group | Lower Price Target | $82.00 | $96.00 ➝ $90.00 | Outperform ➝ Outperform |
| 10/12/2026 | ACGL Arch Capital Group | Lower Price Target | $106.00 | $99.00 ➝ $95.00 | Market Perform ➝ Market Perform |
| 10/12/2026 | HIG The Hartford Insurance Group | Lower Price Target | $133.00 | $144.00 ➝ $137.00 | Market Perform ➝ Market Perform |
| 10/12/2026 | AFG American Financial Group | Lower Price Target | $154.00 | $153.00 ➝ $147.00 | Market Perform ➝ Market Perform |
| 10/12/2026 | CINF Cincinnati Financial | Lower Price Target | $181.00 | $190.00 ➝ $171.00 | Market Perform ➝ Market Perform |
| 10/12/2026 | ALL Allstate | Lower Price Target | $260.00 | $250.00 ➝ $232.00 | Underperform ➝ Underperform |
| 10/12/2026 | AON AON | Lower Price Target | $322.00 | $417.00 ➝ $342.00 | Outperform ➝ Outperform |
| 10/12/2026 | CB Chubb | Lower Price Target | $364.00 | $389.00 ➝ $387.00 | Outperform ➝ Outperform |
| 10/12/2026 | EG Everest Group | Lower Price Target | $412.00 | $414.00 ➝ $407.00 | Outperform ➝ Outperform |
| 10/11/2026 | ASBH American Savings Bank of Hawaii | Upgrade | $18.00 | | Hold |
| 10/9/2026 | CMTG Claros Mortgage Trust | Lower Price Target | $1.00 | $2.15 ➝ $1.75 | Underperform ➝ Underperform |
| 10/9/2026 | RC Ready Capital | Lower Price Target | $1.00 | $1.40 ➝ $1.25 | Underperform ➝ Underperform |
| 10/9/2026 | ABR Arbor Realty Trust | Lower Price Target | $2.00 | $5.00 ➝ $3.00 | Underperform ➝ Underperform |
| 10/9/2026 | ACRE Ares Commercial Real Estate | Lower Price Target | $3.00 | $5.50 ➝ $4.50 | Outperform ➝ Outperform |
| 10/9/2026 | SUNS Sunrise Realty Trust | Lower Price Target | $7.00 | $8.00 ➝ $6.50 | Market Perform ➝ Market Perform |
| 10/9/2026 | KREF KKR Real Estate Finance Trust | Lower Price Target | $5.00 | $7.00 ➝ $6.50 | Market Perform ➝ Market Perform |
| 10/9/2026 | LADR Ladder Capital | Lower Price Target | $9.00 | $10.75 ➝ $10.25 | Outperform ➝ Outperform |
| 10/9/2026 | GNW Genworth Financial | Downgrade | $9.00 | $11.50 ➝ $10.50 | Outperform ➝ Market Perform |
| 10/9/2026 | BXMT Blackstone Mortgage Trust | Lower Price Target | $11.00 | $16.00 ➝ $13.00 | Market Perform ➝ Market Perform |
| 10/9/2026 | NMRK Newmark Group | Lower Price Target | $12.00 | $17.50 ➝ $16.00 | Outperform ➝ Outperform |
| 10/9/2026 | STWD Starwood Property Trust | Lower Price Target | $12.00 | $18.50 ➝ $16.00 | Outperform ➝ Outperform |
| 10/9/2026 | NREF NexPoint Real Estate Finance | Lower Price Target | $15.00 | $16.00 ➝ $15.00 | Market Perform ➝ Market Perform |
| 10/9/2026 | WD Walker & Dunlop | Lower Price Target | $35.00 | $57.00 ➝ $45.00 | Outperform ➝ Outperform |
| 10/9/2026 | LNC Lincoln National | Lower Price Target | $41.00 | $51.00 ➝ $50.00 | Outperform ➝ Outperform |
| 10/9/2026 | BHF Brighthouse Financial | Lower Price Target | $44.00 | $67.00 ➝ $57.00 | Market Perform ➝ Market Perform |
| 10/9/2026 | VOYA Voya Financial | Downgrade | $98.00 | $110.00 ➝ $108.00 | Outperform ➝ Market Perform |
| 10/9/2026 | PFG Principal Financial Group | Lower Price Target | $112.00 | $117.00 ➝ $115.00 | Market Perform ➝ Market Perform |
| 10/9/2026 | AFL Aflac | Lower Price Target | $124.00 | $125.00 ➝ $120.00 | Market Perform ➝ Market Perform |
| 10/9/2026 | CBRE CBRE Group | Lower Price Target | $129.00 | $174.00 ➝ $164.00 | Outperform ➝ Outperform |
| 10/9/2026 | PRI Primerica | Lower Price Target | $281.00 | $335.00 ➝ $330.00 | Market Perform ➝ Market Perform |
