Recent Analyst Stock Rating News
The Best Trading Research Platform
For Retail Investors and Professional Trades Alike.Get Started for Free
Susan Roth Katzke's Stock Ratings
Credit Suisse Analyst
Susan Roth Katzke is an analyst at Credit Suisse. Analyst ratings are quantitative and qualitative analysis of a stock by Wall Street stock rating analysts. Stock ratings consist of expected future growth, current stock valuation and macroeconomic trends. Updated 06/20/2025
Overall Average Return
13.1%
Smart Score
Overall Average Return Percentile
68th
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 07/20/2023 | TFC | Buy Now | Truist Finl | $40.11 | -7.75% | Susan Roth Katzke68% | $40 → $37 | Maintains | Neutral | Get Alert |
| 07/20/2023 | GS | Buy Now | Goldman Sachs Gr | $642.30 | -36.17% | Susan Roth Katzke68% | → $410 | Reiterates | Outperform → Outperform | Get Alert |
| 07/20/2023 | CFG | Buy Now | Citizens Financial Group | $41.71 | -16.09% | Susan Roth Katzke68% | → $35 | Reiterates | Neutral → Neutral | Get Alert |
| 07/20/2023 | USB | Buy Now | U.S. Bancorp | $43.39 | 1.41% | Susan Roth Katzke68% | → $44 | Reiterates | Neutral → Neutral | Get Alert |
| 07/19/2023 | PNC | Buy Now | PNC Finl Servs Gr | $177.39 | -23.9% | Susan Roth Katzke68% | $145 → $135 | Maintains | Neutral | Get Alert |
| 07/17/2023 | C | Buy Now | Citigroup | $78.42 | -36.24% | Susan Roth Katzke68% | → $50 | Reiterates | Neutral → Neutral | Get Alert |
| 07/17/2023 | JPM | Buy Now | JPMorgan Chase | $275.49 | -38.29% | Susan Roth Katzke68% | $160 → $170 | Maintains | Outperform | Get Alert |
| 07/17/2023 | STT | Buy Now | State Street | $99.60 | -19.68% | Susan Roth Katzke68% | → $80 | Reiterates | Neutral → Neutral | Get Alert |
| 06/14/2023 | TFC | Buy Now | Truist Finl | $40.11 | -0.28% | Susan Roth Katzke68% | → $40 | Reiterates | Neutral → Neutral | Get Alert |
| 06/14/2023 | NTRS | Buy Now | Northern Trust | $111.85 | -24.9% | Susan Roth Katzke68% | → $84 | Reiterates | Underperform → Underperform | Get Alert |
| 05/02/2023 | JPM | Buy Now | JPMorgan Chase | $275.49 | -41.92% | Susan Roth Katzke68% | → $160 | Reiterates | → Outperform | Get Alert |
| 04/26/2023 | FRC | Buy Now | First Republic Bank | — | — | Susan Roth Katzke68% | $130 → $11 | Maintains | Neutral | Get Alert |
| 04/21/2023 | TFC | Buy Now | Truist Finl | $40.11 | -0.28% | Susan Roth Katzke68% | $52 → $40 | Maintains | Neutral | Get Alert |
| 04/20/2023 | CFG | Buy Now | Citizens Financial Group | $41.71 | -16.09% | Susan Roth Katzke68% | $44 → $35 | Maintains | Neutral | Get Alert |
| 04/11/2023 | GS | Buy Now | Goldman Sachs Gr | $642.30 | -36.17% | Susan Roth Katzke68% | → $410 | Reiterates | → Outperform | Get Alert |
| 01/26/2023 | USB | Buy Now | U.S. Bancorp | $43.39 | 29.06% | Susan Roth Katzke68% | $54 → $56 | Maintains | Neutral | Get Alert |
| 01/23/2023 | STT | Buy Now | State Street | $99.60 | -15.66% | Susan Roth Katzke68% | $76 → $84 | Maintains | Neutral | Get Alert |
| 01/19/2023 | PNC | Buy Now | PNC Finl Servs Gr | $177.39 | -6.98% | Susan Roth Katzke68% | $170 → $165 | Maintains | Neutral | Get Alert |
| 01/19/2023 | MS | Buy Now | Morgan Stanley | $132.87 | -23.23% | Susan Roth Katzke68% | $97 → $102 | Maintains | Outperform | Get Alert |
| 11/10/2022 | FRC | Buy Now | First Republic Bank | — | — | Susan Roth Katzke68% | $150 → $136 | Maintains | Neutral | Get Alert |
| 10/20/2022 | CFG | Buy Now | Citizens Financial Group | $41.71 | 5.49% | Susan Roth Katzke68% | $42 → $44 | Maintains | Neutral | Get Alert |
| 10/18/2022 | FRC | Buy Now | First Republic Bank | — | — | Susan Roth Katzke68% | $170 → $150 | Maintains | Neutral | Get Alert |
| 09/21/2022 | MS | Buy Now | Morgan Stanley | $132.87 | -27% | Susan Roth Katzke68% | $95 → $97 | Maintains | Outperform | Get Alert |
| 09/15/2022 | C | Buy Now | Citigroup | $78.42 | -31.14% | Susan Roth Katzke68% | $56 → $54 | Maintains | Neutral | Get Alert |
| 07/21/2022 | NTRS | Buy Now | Northern Trust | $111.85 | -11.49% | Susan Roth Katzke68% | $106 → $99 | Maintains | Underperform | Get Alert |
| 07/19/2022 | BAC | Buy Now | Bank of America | $45.55 | -5.6% | Susan Roth Katzke68% | $45 → $43 | Maintains | Outperform | Get Alert |
| 07/19/2022 | USB | Buy Now | U.S. Bancorp | $43.39 | 24.45% | Susan Roth Katzke68% | $57 → $54 | Maintains | Neutral | Get Alert |
| 07/19/2022 | BK | Buy Now | Bank of New York Mellon | $92.22 | -45.78% | Susan Roth Katzke68% | $52 → $50 | Maintains | Outperform | Get Alert |
| 07/18/2022 | PNC | Buy Now | PNC Finl Servs Gr | $177.39 | -4.17% | Susan Roth Katzke68% | $172 → $170 | Maintains | Neutral | Get Alert |
| 07/18/2022 | WFC | Buy Now | Wells Fargo | $75.49 | -27.14% | Susan Roth Katzke68% | $57 → $55 | Maintains | Outperform | Get Alert |
| 07/18/2022 | C | Buy Now | Citigroup | $78.42 | -28.59% | Susan Roth Katzke68% | $58 → $56 | Maintains | Neutral | Get Alert |
| 07/15/2022 | JPM | Buy Now | JPMorgan Chase | $275.49 | -47.37% | Susan Roth Katzke68% | $160 → $145 | Maintains | Outperform | Get Alert |
| 07/05/2022 | MS | Buy Now | Morgan Stanley | $132.87 | -28.5% | Susan Roth Katzke68% | $100 → $95 | Maintains | Outperform | Get Alert |
| 06/27/2022 | BAC | Buy Now | Bank of America | $45.55 | -1.21% | Susan Roth Katzke68% | $46 → $45 | Maintains | Outperform | Get Alert |
| 05/27/2022 | C | Buy Now | Citigroup | $78.42 | -26.04% | Susan Roth Katzke68% | → $58 | Downgrade | Outperform → Neutral | Get Alert |
| 04/18/2022 | STT | Buy Now | State Street | $99.60 | -9.64% | Susan Roth Katzke68% | $106 → $90 | Maintains | Neutral | Get Alert |
| 04/05/2022 | FRC | Buy Now | First Republic Bank | — | — | Susan Roth Katzke68% | → $187 | Upgrade | Underperform → Neutral | Get Alert |
| 03/21/2022 | BK | Buy Now | Bank of New York Mellon | $92.22 | -31.69% | Susan Roth Katzke68% | $66 → $63 | Maintains | Outperform | Get Alert |
| 03/07/2022 | C | Buy Now | Citigroup | $78.42 | -15.84% | Susan Roth Katzke68% | $72 → $66 | Maintains | Outperform | Get Alert |
| 01/24/2022 | TFC | Buy Now | Truist Finl | $40.11 | 57.07% | Susan Roth Katzke68% | $62 → $63 | Maintains | Neutral | Get Alert |
| 01/24/2022 | STT | Buy Now | State Street | $99.60 | 6.43% | Susan Roth Katzke68% | $103 → $106 | Maintains | Neutral | Get Alert |
| 01/24/2022 | C | Buy Now | Citigroup | $78.42 | -8.19% | Susan Roth Katzke68% | $76 → $72 | Maintains | Outperform | Get Alert |
| 01/24/2022 | CFG | Buy Now | Citizens Financial Group | $41.71 | 19.88% | Susan Roth Katzke68% | $48 → $50 | Maintains | Neutral | Get Alert |
| 01/19/2022 | PNC | Buy Now | PNC Finl Servs Gr | $177.39 | 16.69% | Susan Roth Katzke68% | $203 → $207 | Maintains | Neutral | Get Alert |
| 12/10/2021 | C | Buy Now | Citigroup | $78.42 | -3.09% | Susan Roth Katzke68% | $82 → $76 | Maintains | Outperform | Get Alert |
| 10/18/2021 | GS | Buy Now | Goldman Sachs Gr | $642.30 | -26.83% | Susan Roth Katzke68% | $450 → $470 | Maintains | Outperform | Get Alert |
| 10/15/2021 | MS | Buy Now | Morgan Stanley | $132.87 | -15.71% | Susan Roth Katzke68% | $108 → $112 | Maintains | Outperform | Get Alert |
| 09/23/2021 | TFC | Buy Now | Truist Finl | $40.11 | 47.09% | Susan Roth Katzke68% | $58 → $59 | Maintains | Neutral | Get Alert |
| 09/22/2021 | USB | Buy Now | U.S. Bancorp | $43.39 | 40.59% | Susan Roth Katzke68% | $60 → $61 | Maintains | Neutral | Get Alert |
| 08/25/2021 | USB | Buy Now | U.S. Bancorp | $43.39 | 38.28% | Susan Roth Katzke68% | $58 → $60 | Maintains | Neutral | Get Alert |
| 07/22/2021 | NTRS | Buy Now | Northern Trust | $111.85 | -3.44% | Susan Roth Katzke68% | $104 → $108 | Maintains | Underperform | Get Alert |
| 07/19/2021 | WFC | Buy Now | Wells Fargo | $75.49 | -27.14% | Susan Roth Katzke68% | $54 → $55 | Maintains | Outperform | Get Alert |
| 07/19/2021 | STT | Buy Now | State Street | $99.60 | -7.63% | Susan Roth Katzke68% | $90 → $92 | Maintains | Neutral | Get Alert |
| 07/19/2021 | PNC | Buy Now | PNC Finl Servs Gr | $177.39 | 8.24% | Susan Roth Katzke68% | $190 → $192 | Maintains | Neutral | Get Alert |
| 07/19/2021 | C | Buy Now | Citigroup | $78.42 | 4.56% | Susan Roth Katzke68% | $83 → $82 | Maintains | Outperform | Get Alert |
| 07/16/2021 | BAC | Buy Now | Bank of America | $45.55 | 3.18% | Susan Roth Katzke68% | $46 → $47 | Maintains | Outperform | Get Alert |
| 07/16/2021 | BK | Buy Now | Bank of New York Mellon | $92.22 | -39.28% | Susan Roth Katzke68% | $54 → $56 | Maintains | Outperform | Get Alert |
| 07/16/2021 | USB | Buy Now | U.S. Bancorp | $43.39 | 33.67% | Susan Roth Katzke68% | $57 → $58 | Maintains | Neutral | Get Alert |
| 06/23/2021 | STT | Buy Now | State Street | $99.60 | -9.64% | Susan Roth Katzke68% | $86 → $90 | Maintains | Neutral | Get Alert |
| 06/18/2021 | BK | Buy Now | Bank of New York Mellon | $92.22 | -41.44% | Susan Roth Katzke68% | $50 → $54 | Maintains | Outperform | Get Alert |
| 06/16/2021 | C | Buy Now | Citigroup | $78.42 | 5.84% | Susan Roth Katzke68% | $84 → $83 | Maintains | Outperform | Get Alert |
| 06/15/2021 | BAC | Buy Now | Bank of America | $45.55 | 0.99% | Susan Roth Katzke68% | $44 → $46 | Maintains | Outperform | Get Alert |
| 04/20/2021 | WFC | Buy Now | Wells Fargo | $75.49 | -33.77% | Susan Roth Katzke68% | $45 → $50 | Maintains | Outperform | Get Alert |
| 04/19/2021 | PNC | Buy Now | PNC Finl Servs Gr | $177.39 | 0.34% | Susan Roth Katzke68% | $170 → $178 | Maintains | Neutral | Get Alert |
| 04/16/2021 | USB | Buy Now | U.S. Bancorp | $43.39 | 31.37% | Susan Roth Katzke68% | $56 → $57 | Maintains | Neutral | Get Alert |
| 04/15/2021 | FRC | Buy Now | First Republic Bank | — | — | Susan Roth Katzke68% | $157 → $163 | Maintains | Underperform | Get Alert |
| 04/15/2021 | FRC | Buy Now | First Republic Bank | — | — | Susan Roth Katzke68% | → $163 | Maintains | Underperform | Get Alert |
| 04/15/2021 | GS | Buy Now | Goldman Sachs Gr | $642.30 | -37.72% | Susan Roth Katzke68% | $395 → $400 | Maintains | Outperform | Get Alert |
| 03/31/2021 | USB | Buy Now | U.S. Bancorp | $43.39 | 29.06% | Susan Roth Katzke68% | $50 → $56 | Maintains | Neutral | Get Alert |
| 03/29/2021 | NTRS | Buy Now | Northern Trust | $111.85 | -8.81% | Susan Roth Katzke68% | $94 → $102 | Maintains | Underperform | Get Alert |
| 03/22/2021 | JPM | Buy Now | JPMorgan Chase | $275.49 | -40.11% | Susan Roth Katzke68% | $150 → $165 | Maintains | Outperform | Get Alert |
| 01/25/2021 | MS | Buy Now | Morgan Stanley | $132.87 | -36.78% | Susan Roth Katzke68% | $74 → $84 | Maintains | Outperform | Get Alert |
| 01/25/2021 | WFC | Buy Now | Wells Fargo | $75.49 | -47.01% | Susan Roth Katzke68% | $35 → $40 | Upgrade | Neutral → Outperform | Get Alert |
| 01/21/2021 | USB | Buy Now | U.S. Bancorp | $43.39 | 15.23% | Susan Roth Katzke68% | $49 → $50 | Maintains | Neutral | Get Alert |
| 01/21/2021 | CFG | Buy Now | Citizens Financial Group | $41.71 | 0.7% | Susan Roth Katzke68% | $39 → $42 | Maintains | Neutral | Get Alert |
| 01/20/2021 | GS | Buy Now | Goldman Sachs Gr | $642.30 | -46.29% | Susan Roth Katzke68% | $325 → $345 | Maintains | Outperform | Get Alert |
| 01/20/2021 | BAC | Buy Now | Bank of America | $45.55 | -16.58% | Susan Roth Katzke68% | $36 → $38 | Maintains | Outperform | Get Alert |
| 01/20/2021 | STT | Buy Now | State Street | $99.60 | -18.67% | Susan Roth Katzke68% | $78 → $81 | Maintains | Neutral | Get Alert |
| 01/19/2021 | JPM | Buy Now | JPMorgan Chase | $275.49 | -45.55% | Susan Roth Katzke68% | $142 → $150 | Maintains | Outperform | Get Alert |
| 01/15/2021 | FRC | Buy Now | First Republic Bank | — | — | Susan Roth Katzke68% | $126 → $148 | Maintains | Underperform | Get Alert |
| 12/11/2020 | TFC | Buy Now | Truist Finl | $40.11 | 29.64% | Susan Roth Katzke68% | $42 → $52 | Maintains | Neutral | Get Alert |
| 12/11/2020 | WFC | Buy Now | Wells Fargo | $75.49 | -53.64% | Susan Roth Katzke68% | $33 → $35 | Maintains | Neutral | Get Alert |
| 12/11/2020 | FRC | Buy Now | First Republic Bank | — | — | Susan Roth Katzke68% | → $126 | Downgrade | Neutral → Underperform | Get Alert |
| 12/11/2020 | NTRS | Buy Now | Northern Trust | $111.85 | -15.96% | Susan Roth Katzke68% | → $94 | Downgrade | Neutral → Underperform | Get Alert |
| 12/11/2020 | USB | Buy Now | U.S. Bancorp | $43.39 | — | Susan Roth Katzke68% | — | Upgrade | Underperform → Neutral | Get Alert |
| 10/22/2020 | NTRS | Buy Now | Northern Trust | $111.85 | -21.32% | Susan Roth Katzke68% | $87 → $88 | Maintains | Neutral | Get Alert |
| 10/19/2020 | GS | Buy Now | Goldman Sachs Gr | $642.30 | -59.21% | Susan Roth Katzke68% | $255 → $262 | Maintains | Outperform | Get Alert |
| 10/16/2020 | MS | Buy Now | Morgan Stanley | $132.87 | -54.84% | Susan Roth Katzke68% | $58 → $60 | Maintains | Outperform | Get Alert |
| 10/15/2020 | PNC | Buy Now | PNC Finl Servs Gr | $177.39 | -34.04% | Susan Roth Katzke68% | $115 → $117 | Maintains | Neutral | Get Alert |
| 10/14/2020 | C | Buy Now | Citigroup | $78.42 | -17.11% | Susan Roth Katzke68% | $75 → $65 | Maintains | Outperform | Get Alert |
| 10/14/2020 | FRC | Buy Now | First Republic Bank | — | — | Susan Roth Katzke68% | $110 → $117 | Maintains | Neutral | Get Alert |
| 10/14/2020 | JPM | Buy Now | JPMorgan Chase | $275.49 | -54.26% | Susan Roth Katzke68% | $122 → $126 | Maintains | Outperform | Get Alert |
| 08/19/2020 | TFC | Buy Now | Truist Finl | $40.11 | 4.71% | Susan Roth Katzke68% | $42 → $42 | Maintains | Neutral | Get Alert |
| 07/20/2020 | STT | Buy Now | State Street | $99.60 | -31.73% | Susan Roth Katzke68% | $64 → $68 | Maintains | Neutral | Get Alert |
| 07/17/2020 | FRC | Buy Now | First Republic Bank | — | — | Susan Roth Katzke68% | $93 → $110 | Maintains | Neutral | Get Alert |
| 07/17/2020 | MS | Buy Now | Morgan Stanley | $132.87 | -56.35% | Susan Roth Katzke68% | $46 → $58 | Maintains | Outperform | Get Alert |
| 07/16/2020 | GS | Buy Now | Goldman Sachs Gr | $642.30 | -60.3% | Susan Roth Katzke68% | $240 → $255 | Maintains | Outperform | Get Alert |
| 07/08/2020 | WFC | Buy Now | Wells Fargo | $75.49 | -47.01% | Susan Roth Katzke68% | $40 → $40 | Maintains | Neutral | Get Alert |
| 04/21/2020 | WFC | Buy Now | Wells Fargo | $75.49 | -47.01% | Susan Roth Katzke68% | $45 → $40 | Maintains | Neutral | Get Alert |
| 04/20/2020 | STT | Buy Now | State Street | $99.60 | -35.74% | Susan Roth Katzke68% | $65 → $64 | Maintains | Neutral | Get Alert |
| 04/20/2020 | USB | Buy Now | U.S. Bancorp | $43.39 | -5.51% | Susan Roth Katzke68% | $43 → $41 | Maintains | Underperform | Get Alert |
| 04/02/2020 | MS | Buy Now | Morgan Stanley | $132.87 | -65.38% | Susan Roth Katzke68% | $60 → $46 | Maintains | Outperform | Get Alert |
| 03/30/2020 | BAC | Buy Now | Bank of America | $45.55 | -31.94% | Susan Roth Katzke68% | $39 → $31 | Maintains | Outperform | Get Alert |
| 03/30/2020 | BK | Buy Now | Bank of New York Mellon | $92.22 | -52.29% | Susan Roth Katzke68% | $54 → $44 | Maintains | Outperform | Get Alert |
| 01/21/2020 | USB | Buy Now | U.S. Bancorp | $43.39 | 19.84% | Susan Roth Katzke68% | $55 → $52 | Downgrade | Neutral → Underperform | Get Alert |
| 01/21/2020 | BK | Buy Now | Bank of New York Mellon | $92.22 | -41.44% | Susan Roth Katzke68% | → $54 | Upgrade | Neutral → Outperform | Get Alert |
| 01/17/2020 | C | Buy Now | Citigroup | $78.42 | 14.77% | Susan Roth Katzke68% | $88 → $90 | Maintains | Outperform | Get Alert |
| 01/16/2020 | JPM | Buy Now | JPMorgan Chase | $275.49 | -46.64% | Susan Roth Katzke68% | $142 → $147 | Maintains | Outperform | Get Alert |
| 01/16/2020 | BAC | Buy Now | Bank of America | $45.55 | -14.38% | Susan Roth Katzke68% | $38 → $39 | Maintains | Outperform | Get Alert |
| 01/16/2020 | WFC | Buy Now | Wells Fargo | $75.49 | -28.47% | Susan Roth Katzke68% | $55 → $54 | Maintains | Neutral | Get Alert |
| 01/15/2020 | JPM | Buy Now | JPMorgan Chase | $275.49 | -46.64% | Susan Roth Katzke68% | $142 → $147 | Maintains | Outperform | Get Alert |
| 12/16/2019 | TFC | Buy Now | Truist Finl | $40.11 | 37.12% | Susan Roth Katzke68% | → $55 | Initiates | → Neutral | Get Alert |
| 11/26/2019 | C | Buy Now | Citigroup | $78.42 | 5.84% | Susan Roth Katzke68% | $80 → $83 | Maintains | Outperform | Get Alert |
| 11/26/2019 | JPM | Buy Now | JPMorgan Chase | $275.49 | -49.91% | Susan Roth Katzke68% | $135 → $138 | Maintains | Outperform | Get Alert |
| 11/25/2019 | PNC | Buy Now | PNC Finl Servs Gr | $177.39 | -12.62% | Susan Roth Katzke68% | $150 → $155 | Maintains | Neutral | Get Alert |
| 11/18/2019 | FRC | Buy Now | First Republic Bank | — | — | Susan Roth Katzke68% | $102 → $105 | Maintains | Neutral | Get Alert |
| 10/18/2019 | BK | Buy Now | Bank of New York Mellon | $92.22 | -47.95% | Susan Roth Katzke68% | $46 → $48 | Maintains | Neutral | Get Alert |
| 10/04/2019 | WFC | Buy Now | Wells Fargo | $75.49 | -29.79% | Susan Roth Katzke68% | $52 → $53 | Maintains | Neutral | Get Alert |
| 07/18/2019 | FRC | Buy Now | First Republic Bank | — | — | Susan Roth Katzke68% | $105 → $98 | Maintains | Neutral | Get Alert |
| 06/14/2019 | FRC | Buy Now | First Republic Bank | — | — | Susan Roth Katzke68% | → $105 | Initiates | → Neutral | Get Alert |
| 04/15/2019 | JPM | Buy Now | JPMorgan Chase | $275.49 | -52.09% | Susan Roth Katzke68% | $128 → $132 | Maintains | Outperform | Get Alert |
| 12/24/2018 | GS | Buy Now | Goldman Sachs Gr | $642.30 | -61.08% | Susan Roth Katzke68% | $258 → $250 | Maintains | Outperform | Get Alert |
| 12/07/2018 | C | Buy Now | Citigroup | $78.42 | 2.01% | Susan Roth Katzke68% | $88 → $80 | Maintains | Outperform | Get Alert |
| 12/07/2018 | STT | Buy Now | State Street | $99.60 | -19.68% | Susan Roth Katzke68% | $88 → $80 | Maintains | Neutral | Get Alert |
| 12/07/2018 | STI | Buy Now | SunTrust Banks | $3.60 | 1844.44% | Susan Roth Katzke68% | $75 → $70 | Maintains | Neutral | Get Alert |
| 12/07/2018 | PNC | Buy Now | PNC Finl Servs Gr | $177.39 | -17.7% | Susan Roth Katzke68% | $150 → $146 | Maintains | Neutral | Get Alert |
| 12/07/2018 | NTRS | Buy Now | Northern Trust | $111.85 | -6.12% | Susan Roth Katzke68% | $110 → $105 | Maintains | Neutral | Get Alert |
| 12/07/2018 | WFC | Buy Now | Wells Fargo | $75.49 | -20.52% | Susan Roth Katzke68% | $62 → $60 | Maintains | Neutral | Get Alert |
| 12/07/2018 | JPM | Buy Now | JPMorgan Chase | $275.49 | -53.54% | Susan Roth Katzke68% | $130 → $128 | Maintains | Outperform | Get Alert |
| 12/07/2018 | BK | Buy Now | Bank of New York Mellon | $92.22 | -41.44% | Susan Roth Katzke68% | $58 → $54 | Maintains | Neutral | Get Alert |
| 12/07/2018 | MS | Buy Now | Morgan Stanley | $132.87 | -56.35% | Susan Roth Katzke68% | $62 → $58 | Maintains | Outperform | Get Alert |
| 12/07/2018 | BAC | Buy Now | Bank of America | $45.55 | -23.16% | Susan Roth Katzke68% | $36 → $35 | Maintains | Outperform | Get Alert |
| 12/07/2018 | GS | Buy Now | Goldman Sachs Gr | $642.30 | -59.83% | Susan Roth Katzke68% | $280 → $258 | Maintains | Outperform | Get Alert |
| 12/07/2018 | CFG | Buy Now | Citizens Financial Group | $41.71 | 0.7% | Susan Roth Katzke68% | $46 → $42 | Maintains | Neutral | Get Alert |
| 10/22/2018 | STT | Buy Now | State Street | $99.60 | -11.65% | Susan Roth Katzke68% | $103 → $88 | Maintains | Neutral | Get Alert |
| 08/10/2018 | NTRS | Buy Now | Northern Trust | $111.85 | 1.92% | Susan Roth Katzke68% | $112 → $114 | Maintains | Neutral | Get Alert |
| 07/23/2018 | STT | Buy Now | State Street | $99.60 | 3.41% | Susan Roth Katzke68% | $110 → $103 | Maintains | Neutral | Get Alert |
| 04/23/2018 | STI | Buy Now | SunTrust Banks | $3.60 | 1955.56% | Susan Roth Katzke68% | $73 → $74 | Maintains | Neutral | Get Alert |
| 04/20/2018 | BK | Buy Now | Bank of New York Mellon | $92.22 | -37.11% | Susan Roth Katzke68% | $57 → $58 | Maintains | Neutral | Get Alert |
| 04/19/2018 | MS | Buy Now | Morgan Stanley | $132.87 | -53.34% | Susan Roth Katzke68% | $61 → $62 | Maintains | Outperform | Get Alert |
| 04/18/2018 | NTRS | Buy Now | Northern Trust | $111.85 | -4.34% | Susan Roth Katzke68% | $103 → $107 | Maintains | Neutral | Get Alert |
| 04/18/2018 | GS | Buy Now | Goldman Sachs Gr | $642.30 | -56.41% | Susan Roth Katzke68% | $274 → $280 | Maintains | Neutral | Get Alert |
| 03/19/2018 | JPM | Buy Now | JPMorgan Chase | $275.49 | -53.9% | Susan Roth Katzke68% | $125 → $127 | Maintains | Outperform | Get Alert |
| 03/16/2018 | BAC | Buy Now | Bank of America | $45.55 | -20.97% | Susan Roth Katzke68% | $35 → $36 | Maintains | Outperform | Get Alert |
| 03/14/2018 | STI | Buy Now | SunTrust Banks | $3.60 | 1927.78% | Susan Roth Katzke68% | $71 → $73 | Maintains | Neutral | Get Alert |
| 01/25/2018 | NTRS | Buy Now | Northern Trust | $111.85 | -10.59% | Susan Roth Katzke68% | $99 → $100 | Maintains | Neutral | Get Alert |
| 10/16/2017 | PNC | Buy Now | PNC Finl Servs Gr | $177.39 | -22.77% | Susan Roth Katzke68% | $135 → $137 | Maintains | Neutral | Get Alert |
| 10/09/2017 | MS | Buy Now | Morgan Stanley | $132.87 | — | Susan Roth Katzke68% | — | Upgrade | Neutral → Outperform | Get Alert |
| 07/17/2017 | C | Buy Now | Citigroup | $78.42 | -8.19% | Susan Roth Katzke68% | $64 → $72 | Maintains | Outperform | Get Alert |
| 07/17/2017 | PNC | Buy Now | PNC Finl Servs Gr | $177.39 | -28.97% | Susan Roth Katzke68% | $114 → $126 | Maintains | Neutral | Get Alert |
| 07/17/2017 | JPM | Buy Now | JPMorgan Chase | $275.49 | -62.61% | Susan Roth Katzke68% | $102 → $103 | Maintains | Outperform | Get Alert |
| 02/16/2017 | WFC | Buy Now | Wells Fargo | $75.49 | — | Susan Roth Katzke68% | — | Downgrade | Outperform → Neutral | Get Alert |
| 09/08/2016 | CFG | Buy Now | Citizens Financial Group | $41.71 | -37.66% | Susan Roth Katzke68% | $23 → $26 | Maintains | Neutral | Get Alert |
| 03/30/2016 | MS | Buy Now | Morgan Stanley | $132.87 | -81.18% | Susan Roth Katzke68% | $28 → $25 | Maintains | Neutral | Get Alert |
| 03/30/2016 | GS | Buy Now | Goldman Sachs Gr | $642.30 | -71.98% | Susan Roth Katzke68% | $200 → $180 | Maintains | Outperform | Get Alert |
| 02/29/2016 | BK | Buy Now | Bank of New York Mellon | $92.22 | -54.46% | Susan Roth Katzke68% | $46 → $42 | Maintains | Neutral | Get Alert |
| 02/29/2016 | STI | Buy Now | SunTrust Banks | $3.60 | 983.33% | Susan Roth Katzke68% | $41 → $39 | Maintains | Underperform | Get Alert |
| 02/29/2016 | GS | Buy Now | Goldman Sachs Gr | $642.30 | -68.86% | Susan Roth Katzke68% | $215 → $200 | Maintains | Outperform | Get Alert |
| 02/25/2016 | BAC | Buy Now | Bank of America | $45.55 | -60.48% | Susan Roth Katzke68% | $20 → $18 | Maintains | Outperform | Get Alert |
| 02/23/2016 | USB | Buy Now | U.S. Bancorp | $43.39 | 1.41% | Susan Roth Katzke68% | $45 → $44 | Maintains | Neutral | Get Alert |
| 02/16/2016 | PNC | Buy Now | PNC Finl Servs Gr | $177.39 | -49.26% | Susan Roth Katzke68% | $94 → $90 | Maintains | Neutral | Get Alert |
| 01/22/2016 | BK | Buy Now | Bank of New York Mellon | $92.22 | -50.12% | Susan Roth Katzke68% | $34.31 → $46 | Maintains | Neutral | Get Alert |
| 01/19/2016 | WFC | Buy Now | Wells Fargo | $75.49 | -17.87% | Susan Roth Katzke68% | $48.82 → $62 | Maintains | Outperform | Get Alert |
| 01/19/2016 | PNC | Buy Now | PNC Finl Servs Gr | $177.39 | -47.01% | Susan Roth Katzke68% | $86.33 → $94 | Maintains | Neutral | Get Alert |
| 10/14/2015 | CFG | Buy Now | Citizens Financial Group | $41.71 | -37.66% | Susan Roth Katzke68% | $27 → $26 | Maintains | Neutral | Get Alert |
| 09/28/2015 | C | Buy Now | Citigroup | $78.42 | -20.94% | Susan Roth Katzke68% | → $62 | Upgrade | Neutral → Outperform | Get Alert |
| 09/14/2015 | MS | Buy Now | Morgan Stanley | $132.87 | -38.29% | Susan Roth Katzke68% | → $82 | Assumes | → Neutral | Get Alert |
| 01/26/2015 | BK | Buy Now | Bank of New York Mellon | $92.22 | -57.71% | Susan Roth Katzke68% | $38 → $39 | Maintains | Neutral | Get Alert |
| 01/21/2015 | NTRS | Buy Now | Northern Trust | $111.85 | — | Susan Roth Katzke68% | — | Upgrade | Underperform → Neutral | Get Alert |
| 01/08/2015 | BAC | Buy Now | Bank of America | $45.55 | -53.9% | Susan Roth Katzke68% | → $21 | Initiates | → Overweight | Get Alert |
| 01/08/2015 | WFC | Buy Now | Wells Fargo | $75.49 | -13.9% | Susan Roth Katzke68% | → $65 | Initiates | → Overweight | Get Alert |
| 01/08/2015 | JPM | Buy Now | JPMorgan Chase | $275.49 | -72.78% | Susan Roth Katzke68% | → $75 | Initiates | → Outperform | Get Alert |
| 01/05/2015 | MS | Buy Now | Morgan Stanley | $132.87 | -69.14% | Susan Roth Katzke68% | $36 → $41 | Maintains | Neutral | Get Alert |
| 01/05/2015 | GS | Buy Now | Goldman Sachs Gr | $642.30 | -64.97% | Susan Roth Katzke68% | $200 → $225 | Maintains | Outperform | Get Alert |
| 10/03/2014 | MS | Buy Now | Morgan Stanley | $132.87 | -72.91% | Susan Roth Katzke68% | $33 → $36 | Maintains | Neutral | Get Alert |
| 10/03/2014 | GS | Buy Now | Goldman Sachs Gr | $642.30 | -68.86% | Susan Roth Katzke68% | $185 → $200 | Assumes | → Outperform | Get Alert |
| 07/21/2014 | BK | Buy Now | Bank of New York Mellon | $92.22 | -62.05% | Susan Roth Katzke68% | $34 → $35 | Maintains | Neutral | Get Alert |
| 07/17/2014 | PNC | Buy Now | PNC Finl Servs Gr | $177.39 | -48.14% | Susan Roth Katzke68% | $95 → $92 | Maintains | Neutral | Get Alert |
| 01/08/2014 | USB | Buy Now | U.S. Bancorp | $43.39 | 1.41% | Susan Roth Katzke68% | $40 → $44 | Downgrade | Outperform → Neutral | Get Alert |
| 10/01/2013 | C | Buy Now | Citigroup | $78.42 | -17.11% | Susan Roth Katzke68% | $60 → $65 | Maintains | Outperform | Get Alert |
| 08/21/2013 | BAC | Buy Now | Bank of America | $45.55 | -69.26% | Susan Roth Katzke68% | $13 → $14 | Maintains | Neutral | Get Alert |
| 04/16/2013 | C | Buy Now | Citigroup | $78.42 | -32.42% | Susan Roth Katzke68% | $50 → $53 | Maintains | Outperform | Get Alert |
| 04/16/2013 | FRC | Buy Now | First Republic Bank | — | — | Susan Roth Katzke68% | $44 → $42 | Downgrade | Outperform → Neutral | Get Alert |
| 04/02/2013 | MS | Buy Now | Morgan Stanley | $132.87 | -82.69% | Susan Roth Katzke68% | → $23 | Downgrade | Overweight → Neutral | Get Alert |
| 04/02/2013 | STI | Buy Now | SunTrust Banks | $3.60 | 677.78% | Susan Roth Katzke68% | → $28 | Downgrade | Overweight → Neutral | Get Alert |
| 04/02/2013 | GS | Buy Now | Goldman Sachs Gr | $642.30 | -71.98% | Susan Roth Katzke68% | $160 → $180 | Maintains | Outperform | Get Alert |
| 01/22/2013 | STI | Buy Now | SunTrust Banks | $3.60 | 705.56% | Susan Roth Katzke68% | $30 → $29 | Maintains | Outperform | Get Alert |
| 01/09/2013 | C | Buy Now | Citigroup | $78.42 | -36.24% | Susan Roth Katzke68% | $48 → $50 | Maintains | Outperform | Get Alert |
| 01/09/2013 | WFC | Buy Now | Wells Fargo | $75.49 | -49.66% | Susan Roth Katzke68% | $37 → $38 | Maintains | Neutral | Get Alert |
| 01/09/2013 | USB | Buy Now | U.S. Bancorp | $43.39 | -10.12% | Susan Roth Katzke68% | $36 → $39 | Maintains | Outperform | Get Alert |
| 01/09/2013 | JPM | Buy Now | JPMorgan Chase | $275.49 | -80.4% | Susan Roth Katzke68% | $50 → $54 | Maintains | Outperform | Get Alert |
| 01/09/2013 | BAC | Buy Now | Bank of America | $45.55 | -73.66% | Susan Roth Katzke68% | $11 → $12 | Downgrade | Outperform → Neutral | Get Alert |
| 11/20/2012 | FRC | Buy Now | First Republic Bank | — | — | Susan Roth Katzke68% | → $42 | Initiates | → Outperform | Get Alert |
| 09/19/2012 | NTRS | Buy Now | Northern Trust | $111.85 | — | Susan Roth Katzke68% | — | Downgrade | Neutral → Underperform | Get Alert |
| 09/14/2012 | STI | Buy Now | SunTrust Banks | $3.60 | 788.89% | Susan Roth Katzke68% | $27 → $32 | Maintains | Outperform | Get Alert |
| 09/06/2012 | BK | Buy Now | Bank of New York Mellon | $92.22 | -86.99% | Susan Roth Katzke68% | $18 → $12 | — | — | Get Alert |
| 07/23/2012 | STI | Buy Now | SunTrust Banks | $3.60 | 650% | Susan Roth Katzke68% | $26 → $27 | Maintains | Outperform | Get Alert |
| 05/22/2012 | JPM | Buy Now | JPMorgan Chase | $275.49 | -81.85% | Susan Roth Katzke68% | $55 → $50 | Maintains | Outperform | Get Alert |
