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Michael Brown's Stock Ratings
UBS Analyst
Michael Brown is an analyst at UBS. 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 12/15/2025
Updated: Dec 15, 2025
Overall Average Return
10.1%
Smart Score
Overall Average Return Percentile
58th
Number of Ratings
350
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 12/11/2025 | EVR | Buy Now | Evercore | $338.52 | 0.44% | → $340 | Assumes | → Neutral | Get Alert | |
| 12/11/2025 | MC | Buy Now | Moelis | $70.28 | -0.4% | → $70 | Assumes | → Neutral | Get Alert | |
| 12/11/2025 | PJT | Buy Now | PJT Partners | $170.21 | 5.75% | → $180 | Assumes | → Neutral | Get Alert | |
| 12/11/2025 | LAZ | Buy Now | Lazard | $50.90 | 6.09% | → $54 | Assumes | → Neutral | Get Alert | |
| 12/11/2025 | HLI | Buy Now | Houlihan Lokey | $177.10 | 8.98% | → $193 | Assumes | → Neutral | Get Alert | |
| 12/11/2025 | JEF | Buy Now | Jefferies Financial Gr | $61.77 | 23.05% | → $76 | Assumes | → Buy | Get Alert | |
| 12/11/2025 | LPLA | Buy Now | LPL Finl Hldgs | $373.23 | 8.78% | → $406 | Assumes | → Neutral | Get Alert | |
| 12/11/2025 | RJF | Buy Now | Raymond James Finl | $163.69 | 7.52% | → $176 | Assumes | → Neutral | Get Alert | |
| 12/11/2025 | SF | Buy Now | Stifel Financial | $129.10 | 16.19% | → $150 | Assumes | → Buy | Get Alert | |
| 12/11/2025 | SCHW | Buy Now | Charles Schwab | $96.13 | 23.79% | → $119 | Assumes | → Buy | Get Alert | |
| 12/11/2025 | OWL | Buy Now | Blue Owl Capital | $15.87 | 13.46% | → $18 | Assumes | → Neutral | Get Alert | |
| 12/11/2025 | BLK | Buy Now | BlackRock | $1.08K | 8.82% | → $1180 | Assumes | → Neutral | Get Alert | |
| 12/11/2025 | BX | Buy Now | Blackstone | $151.90 | 15.21% | → $175 | Assumes | → Neutral | Get Alert | |
| 12/11/2025 | ARES | Buy Now | Ares Management | $173.95 | 15.55% | → $201 | Assumes | → Neutral | Get Alert | |
| 12/11/2025 | TPG | Buy Now | TPG | $67.06 | 22.29% | → $82 | Assumes | → Buy | Get Alert | |
| 12/11/2025 | CG | Buy Now | Carlyle Group | $57.91 | 27.8% | → $74 | Assumes | → Buy | Get Alert | |
| 12/11/2025 | APO | Buy Now | Apollo Asset Management | $148.03 | 25.65% | → $186 | Assumes | → Buy | Get Alert | |
| 12/11/2025 | KKR | Buy Now | KKR | $135.01 | 30.36% | → $176 | Initiates | → Buy | Get Alert | |
| 11/10/2025 | PWP | Buy Now | Perella Weinberg | $17.57 | 8.17% | $21 → $19 | Maintains | Market Perform | Get Alert | |
| 10/13/2025 | PWP | Buy Now | Perella Weinberg | $17.57 | 19.56% | $24 → $21 | Maintains | Market Perform | Get Alert | |
| 08/04/2025 | PWP | Buy Now | Perella Weinberg | $17.57 | 36.64% | $23 → $24 | Maintains | Market Perform | Get Alert | |
| 07/16/2025 | BLK | Buy Now | BlackRock | $1.08K | 7.9% | $1180 → $1170 | Maintains | Overweight | Get Alert | |
| 07/15/2025 | LAZ | Buy Now | Lazard | $50.90 | 2.16% | $50 → $52 | Maintains | Equal-Weight | Get Alert | |
| 07/14/2025 | PWP | Buy Now | Perella Weinberg | $17.57 | 30.94% | $22 → $23 | Downgrade | Outperform → Market Perform | Get Alert | |
| 07/11/2025 | SCHW | Buy Now | Charles Schwab | $96.13 | 6.11% | $87 → $102 | Maintains | Overweight | Get Alert | |
| 07/11/2025 | SF | Buy Now | Stifel Financial | $129.10 | -3.18% | $102 → $125 | Maintains | Overweight | Get Alert | |
| 07/11/2025 | RJF | Buy Now | Raymond James Finl | $163.69 | -0.42% | $155 → $163 | Maintains | Equal-Weight | Get Alert | |
| 07/11/2025 | MC | Buy Now | Moelis | $70.28 | -8.94% | $50 → $64 | Maintains | Equal-Weight | Get Alert | |
| 07/11/2025 | LAZ | Buy Now | Lazard | $50.90 | -1.77% | $38 → $50 | Maintains | Equal-Weight | Get Alert | |
| 07/11/2025 | LPLA | Buy Now | LPL Finl Hldgs | $373.23 | 12.53% | $402 → $420 | Maintains | Overweight | Get Alert | |
| 07/11/2025 | HLI | Buy Now | Houlihan Lokey | $177.10 | 18.01% | $185 → $209 | Maintains | Overweight | Get Alert | |
| 07/11/2025 | EVR | Buy Now | Evercore | $338.52 | -16.7% | $194 → $282 | Maintains | Equal-Weight | Get Alert | |
| 07/11/2025 | CG | Buy Now | Carlyle Group | $57.91 | 5.34% | $49 → $61 | Maintains | Equal-Weight | Get Alert | |
| 07/11/2025 | TPG | Buy Now | TPG | $67.06 | -7.54% | $58 → $62 | Maintains | Overweight | Get Alert | |
| 07/11/2025 | TROW | Buy Now | T. Rowe Price Group | $104.03 | 3.82% | $98 → $108 | Maintains | Equal-Weight | Get Alert | |
| 07/11/2025 | KKR | Buy Now | KKR | $135.01 | 15.55% | $140 → $156 | Maintains | Overweight | Get Alert | |
| 07/11/2025 | JHG | Buy Now | Janus Henderson Group | $45.40 | -3.08% | $37 → $44 | Maintains | Equal-Weight | Get Alert | |
| 07/11/2025 | HLNE | Buy Now | Hamilton Lane | $129.95 | 24.66% | $161 → $162 | Maintains | Equal-Weight | Get Alert | |
| 07/11/2025 | BEN | Buy Now | Franklin Resources | $23.70 | 9.68% | $21.5 → $26 | Maintains | Equal-Weight | Get Alert | |
| 07/11/2025 | BAM | Buy Now | Brookfield Asset Mgmt | $53.78 | 5.99% | $55 → $57 | Maintains | Underweight | Get Alert | |
| 07/11/2025 | BX | Buy Now | Blackstone | $151.90 | 9.94% | $153 → $167 | Maintains | Equal-Weight | Get Alert | |
| 07/11/2025 | ARES | Buy Now | Ares Management | $173.95 | 16.13% | $189 → $202 | Maintains | Overweight | Get Alert | |
| 07/11/2025 | APO | Buy Now | Apollo Asset Management | $148.03 | 16.86% | $160 → $173 | Maintains | Overweight | Get Alert | |
| 07/11/2025 | IVZ | Buy Now | Invesco | $26.43 | -31.9% | $14.5 → $18 | Upgrade | Underweight → Equal-Weight | Get Alert | |
| 07/03/2025 | BLK | Buy Now | BlackRock | $1.08K | 8.82% | $1105 → $1180 | Maintains | Overweight | Get Alert | |
| 06/04/2025 | BLK | Buy Now | BlackRock | $1.08K | 1.9% | $1035 → $1105 | Maintains | Overweight | Get Alert | |
| 05/30/2025 | HLNE | Buy Now | Hamilton Lane | $129.95 | 23.89% | $166 → $161 | Maintains | Equal-Weight | Get Alert | |
| 05/23/2025 | CG | Buy Now | Carlyle Group | $57.91 | -15.38% | $45 → $49 | Maintains | Equal-Weight | Get Alert | |
| 05/23/2025 | TPG | Buy Now | TPG | $67.06 | -13.5% | $56 → $58 | Maintains | Overweight | Get Alert | |
| 05/23/2025 | KKR | Buy Now | KKR | $135.01 | 3.7% | $136 → $140 | Maintains | Overweight | Get Alert | |
| 05/23/2025 | HLNE | Buy Now | Hamilton Lane | $129.95 | 27.74% | $147 → $166 | Maintains | Equal-Weight | Get Alert | |
| 05/23/2025 | BAM | Buy Now | Brookfield Asset Mgmt | $53.78 | 2.27% | $54 → $55 | Maintains | Underweight | Get Alert | |
| 05/23/2025 | BRDG | Buy Now | Bridge Investment Group | — | — | $10 → $10.5 | Maintains | Equal-Weight | Get Alert | |
| 05/23/2025 | OWL | Buy Now | Blue Owl Capital | $15.87 | 32.37% | $20 → $21 | Maintains | Equal-Weight | Get Alert | |
| 05/23/2025 | BX | Buy Now | Blackstone | $151.90 | 0.73% | $139 → $153 | Maintains | Equal-Weight | Get Alert | |
| 05/23/2025 | ARES | Buy Now | Ares Management | $173.95 | 8.65% | $182 → $189 | Maintains | Overweight | Get Alert | |
| 05/23/2025 | APO | Buy Now | Apollo Global Management | $148.03 | 8.08% | $158 → $160 | Maintains | Overweight | Get Alert | |
| 05/12/2025 | PWP | Buy Now | Perella Weinberg | $17.57 | 25.25% | $24 → $22 | Maintains | Outperform | Get Alert | |
| 05/08/2025 | HLI | Buy Now | Houlihan Lokey | $177.10 | 4.46% | $170 → $185 | Maintains | Overweight | Get Alert | |
| 05/08/2025 | TPG | Buy Now | TPG | $67.06 | -16.49% | $52 → $56 | Maintains | Overweight | Get Alert | |
| 05/07/2025 | BAM | Buy Now | Brookfield Asset Mgmt | $53.78 | 0.41% | $48 → $54 | Maintains | Underweight | Get Alert | |
| 05/06/2025 | ARES | Buy Now | Ares Management | $173.95 | 4.63% | $156 → $182 | Maintains | Overweight | Get Alert | |
| 05/05/2025 | BEN | Buy Now | Franklin Resources | $23.70 | -9.3% | $20 → $21.5 | Maintains | Equal-Weight | Get Alert | |
| 05/02/2025 | OWL | Buy Now | Blue Owl Capital | $15.87 | 26.06% | $19 → $20 | Maintains | Equal-Weight | Get Alert | |
| 05/02/2025 | KKR | Buy Now | KKR | $135.01 | 0.73% | $120 → $136 | Maintains | Overweight | Get Alert | |
| 05/01/2025 | EVR | Buy Now | Evercore | $338.52 | -42.69% | $180 → $194 | Maintains | Equal-Weight | Get Alert | |
| 04/24/2025 | SF | Buy Now | Stifel Financial | $129.10 | -20.99% | $106 → $102 | Maintains | Overweight | Get Alert | |
| 04/24/2025 | MC | Buy Now | Moelis | $70.28 | -28.86% | $55 → $50 | Maintains | Equal-Weight | Get Alert | |
| 04/22/2025 | BX | Buy Now | Blackstone | $151.90 | -8.49% | $141 → $139 | Maintains | Market Perform | Get Alert | |
| 04/14/2025 | BLK | Buy Now | BlackRock | $1.08K | -4.55% | $1065 → $1035 | Maintains | Overweight | Get Alert | |
| 04/08/2025 | CG | Buy Now | Carlyle Group | $57.91 | -22.29% | $39 → $45 | Maintains | Equal-Weight | Get Alert | |
| 04/08/2025 | SCHW | Buy Now | Charles Schwab | $96.13 | -9.5% | $93 → $87 | Maintains | Overweight | Get Alert | |
| 04/08/2025 | SF | Buy Now | Stifel Financial | $129.10 | -17.89% | $135 → $106 | Maintains | Overweight | Get Alert | |
| 04/08/2025 | RJF | Buy Now | Raymond James Finl | $163.69 | -12.64% | $176 → $143 | Maintains | Equal-Weight | Get Alert | |
| 04/08/2025 | MC | Buy Now | Moelis | $70.28 | -21.74% | $63 → $55 | Maintains | Equal-Weight | Get Alert | |
| 04/08/2025 | LPLA | Buy Now | LPL Finl Hldgs | $373.23 | -8.37% | $405 → $342 | Maintains | Overweight | Get Alert | |
| 04/08/2025 | LAZ | Buy Now | Lazard | $50.90 | -25.34% | $44 → $38 | Maintains | Equal-Weight | Get Alert | |
| 04/08/2025 | HLI | Buy Now | Houlihan Lokey | $177.10 | -4.01% | $179 → $170 | Maintains | Overweight | Get Alert | |
| 04/08/2025 | EVR | Buy Now | Evercore | $338.52 | -46.83% | $199 → $180 | Maintains | Equal-Weight | Get Alert | |
| 04/08/2025 | TPG | Buy Now | TPG | $67.06 | -22.45% | $66 → $52 | Maintains | Overweight | Get Alert | |
| 04/08/2025 | TROW | Buy Now | T. Rowe Price Group | $104.03 | -5.79% | $116 → $98 | Maintains | Equal-Weight | Get Alert | |
| 04/08/2025 | KKR | Buy Now | KKR | $135.01 | -11.12% | $141 → $120 | Maintains | Overweight | Get Alert | |
| 04/08/2025 | JHG | Buy Now | Janus Henderson Group | $45.40 | -20.7% | $46 → $36 | Maintains | Equal-Weight | Get Alert | |
| 04/08/2025 | IVZ | Buy Now | Invesco | $26.43 | -45.14% | $19.5 → $14.5 | Maintains | Underweight | Get Alert | |
| 04/08/2025 | HLNE | Buy Now | Hamilton Lane | $129.95 | 13.12% | $152 → $147 | Maintains | Equal-Weight | Get Alert | |
| 04/08/2025 | BEN | Buy Now | Franklin Resources | $23.70 | -15.63% | $24 → $20 | Maintains | Equal-Weight | Get Alert | |
| 04/08/2025 | BAM | Buy Now | Brookfield Asset Mgmt | $53.78 | -10.75% | $50 → $48 | Maintains | Underweight | Get Alert | |
| 04/08/2025 | BRDG | Buy Now | Bridge Investment Group | — | — | $11 → $9 | Maintains | Equal-Weight | Get Alert | |
| 04/08/2025 | OWL | Buy Now | Blue Owl Capital | $15.87 | 19.76% | $22 → $19 | Maintains | Equal-Weight | Get Alert | |
| 04/08/2025 | BX | Buy Now | Blackstone | $151.90 | -8.49% | $160 → $139 | Maintains | Equal-Weight | Get Alert | |
| 04/08/2025 | ARES | Buy Now | Ares Management | $173.95 | -10.32% | $187 → $156 | Maintains | Overweight | Get Alert | |
| 04/08/2025 | APO | Buy Now | Apollo Global Management | $148.03 | -6.1% | $177 → $139 | Maintains | Overweight | Get Alert | |
| 03/20/2025 | TPG | Buy Now | TPG | $67.06 | -1.57% | $78 → $66 | Maintains | Overweight | Get Alert | |
| 03/20/2025 | CG | Buy Now | Carlyle Group | $57.91 | -17.11% | $54 → $48 | Maintains | Equal-Weight | Get Alert | |
| 03/20/2025 | HLNE | Buy Now | Hamilton Lane | $129.95 | 16.97% | $169 → $152 | Maintains | Equal-Weight | Get Alert | |
| 03/20/2025 | BAM | Buy Now | Brookfield Asset Mgmt | $53.78 | -7.03% | $54 → $50 | Maintains | Underweight | Get Alert | |
| 03/20/2025 | BRDG | Buy Now | Bridge Investment Group | — | — | $11.5 → $11 | Maintains | Equal-Weight | Get Alert | |
| 03/20/2025 | OWL | Buy Now | Blue Owl Capital | $15.87 | 38.67% | $24 → $22 | Maintains | Equal-Weight | Get Alert | |
| 03/20/2025 | BX | Buy Now | Blackstone | $151.90 | 5.34% | $180 → $160 | Maintains | Equal-Weight | Get Alert | |
| 03/20/2025 | ARES | Buy Now | Ares Management | $173.95 | 7.5% | $215 → $187 | Maintains | Overweight | Get Alert | |
| 03/20/2025 | APO | Buy Now | Apollo Global Management | $148.03 | 19.57% | $187 → $177 | Maintains | Overweight | Get Alert | |
| 03/20/2025 | KKR | Buy Now | KKR | $135.01 | 4.44% | $150 → $141 | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 03/11/2025 | HLI | Buy Now | Houlihan Lokey | $177.10 | 1.07% | $180 → $179 | Upgrade | Underweight → Overweight | Get Alert | |
| 02/27/2025 | BRDG | Buy Now | Bridge Investment Group | — | — | $10 → $11.5 | Downgrade | Overweight → Equal-Weight | Get Alert | |
| 02/25/2025 | BRDG | Buy Now | Bridge Investment Group | — | — | $8 → $11.5 | Maintains | Hold | Get Alert | |
| 02/13/2025 | BAM | Buy Now | Brookfield Asset Mgmt | $53.78 | 0.41% | $55 → $54 | Maintains | Underweight | Get Alert | |
| 02/12/2025 | CG | Buy Now | Carlyle Group | $57.91 | -6.74% | $56 → $54 | Maintains | Equal-Weight | Get Alert | |
| 02/10/2025 | PWP | Buy Now | Perella Weinberg | $17.57 | 65.1% | $27 → $29 | Maintains | Outperform | Get Alert | |
| 02/06/2025 | MC | Buy Now | Moelis | $70.28 | 18.1% | $77 → $83 | Maintains | Equal-Weight | Get Alert | |
| 02/06/2025 | TROW | Buy Now | T. Rowe Price Gr | $104.03 | 11.51% | $118 → $116 | Maintains | Equal-Weight | Get Alert | |
| 02/06/2025 | ARES | Buy Now | Ares Management | $173.95 | 23.6% | $207 → $215 | Maintains | Overweight | Get Alert | |
| 02/05/2025 | APO | Buy Now | Apollo Global Management | $148.03 | 26.32% | $191 → $187 | Maintains | Overweight | Get Alert | |
| 02/05/2025 | HLNE | Buy Now | Hamilton Lane | $129.95 | 30.05% | $163 → $169 | Maintains | Equal-Weight | Get Alert | |
| 02/05/2025 | KKR | Buy Now | KKR | $135.01 | 11.1% | $151 → $150 | Maintains | Equal-Weight | Get Alert | |
| 02/03/2025 | JHG | Buy Now | Janus Henderson Group | $45.40 | 1.32% | $43 → $46 | Maintains | Equal-Weight | Get Alert | |
| 02/03/2025 | BEN | Buy Now | Franklin Resources | $23.70 | 1.24% | $20.5 → $24 | Maintains | Equal-Weight | Get Alert | |
| 01/31/2025 | BX | Buy Now | Blackstone | $151.90 | 16.53% | $174 → $177 | Maintains | Market Perform | Get Alert | |
| 01/31/2025 | LAZ | Buy Now | Lazard | $50.90 | 8.06% | $51 → $55 | Maintains | Equal-Weight | Get Alert | |
| 01/31/2025 | LPLA | Buy Now | LPL Finl Hldgs | $373.23 | 8.51% | $390 → $405 | Maintains | Overweight | Get Alert | |
| 01/30/2025 | SF | Buy Now | Stifel Financial | $129.10 | 4.57% | $128 → $135 | Maintains | Overweight | Get Alert | |
| 01/30/2025 | RJF | Buy Now | Raymond James Finl | $163.69 | 7.52% | $168 → $176 | Maintains | Equal-Weight | Get Alert | |
| 01/29/2025 | HLI | Buy Now | Houlihan Lokey | $177.10 | 1.64% | $178 → $180 | Maintains | Underweight | Get Alert | |
| 01/29/2025 | IVZ | Buy Now | Invesco | $26.43 | -26.22% | $17 → $19.5 | Maintains | Underweight | Get Alert | |
| 01/22/2025 | SCHW | Buy Now | Charles Schwab | $96.13 | -3.26% | $89 → $93 | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 01/16/2025 | BLK | Buy Now | BlackRock | $1.08K | 8.36% | $1155 → $1175 | Maintains | Overweight | Get Alert | |
| 01/14/2025 | PWP | Buy Now | Perella Weinberg | $17.57 | 53.71% | $28 → $27 | Maintains | Outperform | Get Alert | |
| 01/14/2025 | SCHW | Buy Now | Charles Schwab | $96.13 | -7.42% | $90 → $89 | Maintains | Equal-Weight | Get Alert | |
| 01/14/2025 | SF | Buy Now | Stifel Financial | $129.10 | -0.85% | $130 → $128 | Maintains | Overweight | Get Alert | |
| 01/14/2025 | RJF | Buy Now | Raymond James Finl | $163.69 | 2.63% | $169 → $168 | Maintains | Equal-Weight | Get Alert | |
| 01/14/2025 | MC | Buy Now | Moelis | $70.28 | 9.56% | $78 → $77 | Maintains | Equal-Weight | Get Alert | |
| 01/14/2025 | LAZ | Buy Now | Lazard | $50.90 | 0.2% | $59 → $51 | Maintains | Equal-Weight | Get Alert | |
| 01/14/2025 | HLI | Buy Now | Houlihan Lokey | $177.10 | 0.51% | $180 → $178 | Maintains | Underweight | Get Alert | |
| 01/14/2025 | EVR | Buy Now | Evercore | $338.52 | -9.9% | $318 → $305 | Maintains | Equal-Weight | Get Alert | |
| 01/14/2025 | TPG | Buy Now | TPG | $67.06 | 16.32% | $83 → $78 | Maintains | Overweight | Get Alert | |
| 01/14/2025 | TROW | Buy Now | T. Rowe Price Gr | $104.03 | 13.43% | $124 → $118 | Maintains | Equal-Weight | Get Alert | |
| 01/14/2025 | KKR | Buy Now | KKR | $135.01 | 11.84% | $163 → $151 | Maintains | Equal-Weight | Get Alert | |
| 01/14/2025 | JHG | Buy Now | Janus Henderson Group | $45.40 | -5.29% | $45 → $43 | Maintains | Equal-Weight | Get Alert | |
| 01/14/2025 | IVZ | Buy Now | Invesco | $26.43 | -35.68% | $17.5 → $17 | Maintains | Underweight | Get Alert | |
| 01/14/2025 | HLNE | Buy Now | Hamilton Lane | $129.95 | 25.43% | $194 → $163 | Maintains | Equal-Weight | Get Alert | |
| 01/14/2025 | BEN | Buy Now | Franklin Resources | $23.70 | -13.52% | $22.5 → $20.5 | Maintains | Equal-Weight | Get Alert | |
| 01/14/2025 | BAM | Buy Now | Brookfield Asset Mgmt | $53.78 | 2.27% | $56 → $55 | Maintains | Underweight | Get Alert | |
| 01/14/2025 | BRDG | Buy Now | Bridge Investment Group | — | — | $12 → $10 | Maintains | Overweight | Get Alert | |
| 01/14/2025 | OWL | Buy Now | Blue Owl Cap | $15.87 | 51.28% | $25 → $24 | Maintains | Equal-Weight | Get Alert | |
| 01/14/2025 | BX | Buy Now | Blackstone | $151.90 | 18.5% | $195 → $180 | Maintains | Equal-Weight | Get Alert | |
| 01/14/2025 | ARES | Buy Now | Ares Management | $173.95 | 19% | $212 → $207 | Maintains | Overweight | Get Alert | |
| 01/14/2025 | APO | Buy Now | Apollo Global Management | $148.03 | 29.02% | $197 → $191 | Maintains | Overweight | Get Alert | |
| 01/13/2025 | BX | Buy Now | Blackstone | $151.90 | 14.55% | $175 → $174 | Maintains | Market Perform | Get Alert | |
| 01/07/2025 | BLK | Buy Now | BlackRock | $1.08K | 6.52% | $1200 → $1155 | Maintains | Overweight | Get Alert | |
| 12/20/2024 | TPG | Buy Now | TPG | $67.06 | 4.39% | $62 → $70 | Maintains | Market Perform | Get Alert | |
| 12/20/2024 | BX | Buy Now | Blackstone | $151.90 | 15.21% | $169 → $175 | Maintains | Market Perform | Get Alert | |
| 12/20/2024 | ARES | Buy Now | Ares Management | $173.95 | 16.13% | $166 → $202 | Upgrade | Market Perform → Outperform | Get Alert | |
| 12/12/2024 | SCHW | Buy Now | Charles Schwab | $96.13 | -6.38% | $75 → $90 | Maintains | Equal-Weight | Get Alert | |
| 12/12/2024 | MC | Buy Now | Moelis | $70.28 | 10.98% | $70 → $78 | Maintains | Equal-Weight | Get Alert | |
| 12/12/2024 | LPLA | Buy Now | LPL Finl Hldgs | $373.23 | 4.49% | $310 → $390 | Maintains | Overweight | Get Alert | |
| 12/12/2024 | HLI | Buy Now | Houlihan Lokey | $177.10 | 1.64% | $157 → $180 | Maintains | Underweight | Get Alert | |
| 12/12/2024 | EVR | Buy Now | Evercore | $338.52 | -6.06% | $266 → $318 | Maintains | Equal-Weight | Get Alert | |
| 12/12/2024 | CG | Buy Now | Carlyle Group | $57.91 | -3.29% | $54 → $56 | Maintains | Equal-Weight | Get Alert | |
| 12/12/2024 | TPG | Buy Now | TPG | $67.06 | 23.78% | $68 → $83 | Maintains | Overweight | Get Alert | |
| 12/12/2024 | TROW | Buy Now | T. Rowe Price Gr | $104.03 | 19.2% | $112 → $124 | Maintains | Equal-Weight | Get Alert | |
| 12/12/2024 | KKR | Buy Now | KKR | $135.01 | 20.73% | $152 → $163 | Maintains | Equal-Weight | Get Alert | |
| 12/12/2024 | JHG | Buy Now | Janus Henderson Group | $45.40 | -0.88% | $41 → $45 | Maintains | Equal-Weight | Get Alert | |
| 12/12/2024 | HLNE | Buy Now | Hamilton Lane | $129.95 | 49.29% | $189 → $194 | Maintains | Equal-Weight | Get Alert | |
| 12/12/2024 | BEN | Buy Now | Franklin Resources | $23.70 | -5.08% | $19.5 → $22.5 | Maintains | Equal-Weight | Get Alert | |
| 12/12/2024 | BAM | Buy Now | Brookfield Asset Mgmt | $53.78 | 4.13% | $51 → $56 | Maintains | Underweight | Get Alert | |
| 12/12/2024 | OWL | Buy Now | Blue Owl Cap | $15.87 | 57.58% | $23 → $25 | Maintains | Equal-Weight | Get Alert | |
| 12/12/2024 | APO | Buy Now | Apollo Global Management | $148.03 | 33.08% | $164 → $197 | Maintains | Overweight | Get Alert | |
| 12/12/2024 | ARES | Buy Now | Ares Management | $173.95 | 21.88% | $176 → $212 | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 12/12/2024 | BX | Buy Now | Blackstone | $151.90 | 28.38% | $188 → $195 | Downgrade | Overweight → Equal-Weight | Get Alert | |
| 12/12/2024 | RJF | Buy Now | Raymond James Finl | $163.69 | 3.24% | $152 → $169 | Downgrade | Overweight → Equal-Weight | Get Alert | |
| 11/13/2024 | SF | Buy Now | Stifel Financial | $129.10 | 0.7% | $113 → $130 | Maintains | Overweight | Get Alert | |
| 11/06/2024 | APO | Buy Now | Apollo Global Management | $148.03 | 10.78% | $149 → $164 | Maintains | Overweight | Get Alert | |
| 11/05/2024 | BEN | Buy Now | Franklin Resources | $23.70 | -17.74% | $19 → $19.5 | Maintains | Equal-Weight | Get Alert | |
| 11/05/2024 | BAM | Buy Now | Brookfield Asset Mgmt | $53.78 | -5.17% | $48 → $51 | Maintains | Underweight | Get Alert | |
| 11/05/2024 | TPG | Buy Now | TPG | $67.06 | 1.41% | $67 → $68 | Maintains | Overweight | Get Alert | |
| 11/04/2024 | ARES | Buy Now | Ares Management | $173.95 | 1.18% | $172 → $176 | Maintains | Equal-Weight | Get Alert | |
| 10/25/2024 | KKR | Buy Now | KKR | $135.01 | 12.58% | $139 → $152 | Maintains | Equal-Weight | Get Alert | |
| 10/24/2024 | RJF | Buy Now | Raymond James Finl | $163.69 | -7.14% | $140 → $152 | Maintains | Overweight | Get Alert | |
| 10/24/2024 | SF | Buy Now | Stifel Financial | $129.10 | -12.47% | $108 → $113 | Maintains | Overweight | Get Alert | |
| 10/23/2024 | IVZ | Buy Now | Invesco | $26.43 | -33.79% | $16.5 → $17.5 | Maintains | Underweight | Get Alert | |
| 10/18/2024 | BX | Buy Now | Blackstone | $151.90 | 23.77% | $169 → $188 | Maintains | Overweight | Get Alert | |
| 10/16/2024 | SCHW | Buy Now | Charles Schwab | $96.13 | -21.98% | $70 → $75 | Maintains | Equal-Weight | Get Alert | |
| 10/09/2024 | SF | Buy Now | Stifel Financial | $129.10 | -16.34% | $101 → $108 | Maintains | Overweight | Get Alert | |
| 10/09/2024 | RJF | Buy Now | Raymond James Finl | $163.69 | -14.47% | $138 → $140 | Maintains | Overweight | Get Alert | |
| 10/09/2024 | CG | Buy Now | Carlyle Group | $57.91 | -17.11% | $42 → $48 | Maintains | Equal-Weight | Get Alert | |
| 10/09/2024 | TPG | Buy Now | TPG | $67.06 | -0.08% | $60 → $67 | Maintains | Overweight | Get Alert | |
| 10/09/2024 | TROW | Buy Now | T. Rowe Price Gr | $104.03 | 7.67% | $109 → $112 | Maintains | Equal-Weight | Get Alert | |
| 10/09/2024 | KKR | Buy Now | KKR | $135.01 | 2.96% | $130 → $139 | Maintains | Equal-Weight | Get Alert | |
| 10/09/2024 | JHG | Buy Now | Janus Henderson Group | $45.40 | -16.3% | $37 → $38 | Maintains | Equal-Weight | Get Alert | |
| 10/09/2024 | IVZ | Buy Now | Invesco | $26.43 | -37.57% | $16 → $16.5 | Maintains | Underweight | Get Alert | |
| 10/09/2024 | HLNE | Buy Now | Hamilton Lane | $129.95 | 30.82% | $156 → $170 | Maintains | Equal-Weight | Get Alert | |
| 10/09/2024 | BEN | Buy Now | Franklin Resources | $23.70 | -19.85% | $20 → $19 | Maintains | Equal-Weight | Get Alert | |
| 10/09/2024 | BAM | Buy Now | Brookfield Asset Mgmt | $53.78 | -10.75% | $42 → $48 | Maintains | Underweight | Get Alert | |
| 10/09/2024 | BRDG | Buy Now | Bridge Investment Group | — | — | $11 → $11.5 | Maintains | Overweight | Get Alert | |
| 10/09/2024 | OWL | Buy Now | Blue Owl Cap | $15.87 | 32.37% | $18.5 → $21 | Maintains | Equal-Weight | Get Alert | |
| 10/09/2024 | BX | Buy Now | Blackstone | $151.90 | 11.26% | $163 → $169 | Maintains | Overweight | Get Alert | |
| 10/09/2024 | BLK | Buy Now | BlackRock | $1.08K | -1.32% | $1000 → $1070 | Maintains | Overweight | Get Alert | |
| 10/09/2024 | ARES | Buy Now | Ares Management | $173.95 | -1.12% | $156 → $172 | Maintains | Equal-Weight | Get Alert | |
| 10/09/2024 | APO | Buy Now | Apollo Global Management | $148.03 | 0.65% | $148 → $149 | Maintains | Overweight | Get Alert | |
| 10/09/2024 | LPLA | Buy Now | LPL Finl Hldgs | $373.23 | -23.64% | $235 → $285 | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 10/02/2024 | APO | Buy Now | Apollo Global Management | $148.03 | -0.02% | $132 → $148 | Maintains | Overweight | Get Alert | |
| 09/12/2024 | TROW | Buy Now | T. Rowe Price Gr | $104.03 | 4.78% | → $109 | Initiates | → Equal-Weight | Get Alert | |
| 09/12/2024 | SCHW | Buy Now | Charles Schwab | $96.13 | -27.18% | → $70 | Initiates | → Equal-Weight | Get Alert | |
| 09/12/2024 | OWL | Buy Now | Blue Owl Cap | $15.87 | 16.61% | → $18.5 | Initiates | → Equal-Weight | Get Alert | |
| 09/12/2024 | JHG | Buy Now | Janus Henderson Group | $45.40 | -18.5% | → $37 | Initiates | → Equal-Weight | Get Alert | |
| 09/12/2024 | KKR | Buy Now | KKR | $135.01 | -3.71% | → $130 | Initiates | → Equal-Weight | Get Alert | |
| 09/12/2024 | CG | Buy Now | Carlyle Group | $57.91 | -27.47% | → $42 | Initiates | → Equal-Weight | Get Alert | |
| 09/12/2024 | ARES | Buy Now | Ares Management | $173.95 | -10.32% | → $156 | Initiates | → Equal-Weight | Get Alert | |
| 09/12/2024 | HLNE | Buy Now | Hamilton Lane | $129.95 | 20.05% | → $156 | Initiates | → Equal-Weight | Get Alert | |
| 09/12/2024 | BEN | Buy Now | Franklin Resources | $23.70 | -15.63% | → $20 | Initiates | → Equal-Weight | Get Alert | |
| 09/12/2024 | LAZ | Buy Now | Lazard | $50.90 | 0.2% | → $51 | Initiates | → Equal-Weight | Get Alert | |
| 09/12/2024 | LPLA | Buy Now | LPL Finl Hldgs | $373.23 | -37.04% | → $235 | Initiates | → Equal-Weight | Get Alert | |
| 09/12/2024 | MC | Buy Now | Moelis | $70.28 | -0.4% | → $70 | Initiates | → Equal-Weight | Get Alert | |
| 09/12/2024 | IVZ | Buy Now | Invesco | $26.43 | -39.46% | → $16 | Initiates | → Underweight | Get Alert | |
| 09/12/2024 | EVR | Buy Now | Evercore | $338.52 | -23.79% | → $258 | Initiates | → Equal-Weight | Get Alert | |
| 09/12/2024 | BX | Buy Now | Blackstone | $151.90 | 7.31% | → $163 | Initiates | → Overweight | Get Alert | |
| 09/12/2024 | HLI | Buy Now | Houlihan Lokey | $177.10 | -15.87% | → $149 | Initiates | → Underweight | Get Alert | |
| 09/12/2024 | BLK | Buy Now | BlackRock | $1.08K | -7.78% | → $1000 | Initiates | → Overweight | Get Alert | |
| 09/12/2024 | TPG | Buy Now | TPG | $67.06 | -10.52% | → $60 | Initiates | → Overweight | Get Alert | |
| 09/12/2024 | SF | Buy Now | Stifel Financial | $129.10 | -21.77% | → $101 | Initiates | → Overweight | Get Alert | |
| 09/12/2024 | BAM | Buy Now | Brookfield Asset Mgmt | $53.78 | -21.9% | → $42 | Initiates | → Underweight | Get Alert | |
| 09/12/2024 | APO | Buy Now | Apollo Global Management | $148.03 | -10.83% | → $132 | Initiates | → Overweight | Get Alert | |
| 09/12/2024 | BRDG | Buy Now | Bridge Investment Group | — | — | → $11 | Initiates | → Overweight | Get Alert | |
| 09/12/2024 | RJF | Buy Now | Raymond James Finl | $163.69 | -15.69% | → $138 | Initiates | → Overweight | Get Alert | |
| 07/12/2024 | PJT | Buy Now | PJT Partners | $170.21 | -36.55% | $99 → $108 | Maintains | Market Perform | Get Alert | |
| 07/12/2024 | WT | Buy Now | WisdomTree | $11.84 | -7.09% | $10 → $11 | Maintains | Market Perform | Get Alert | |
| 07/12/2024 | PWP | Buy Now | Perella Weinberg | $17.57 | 8.17% | $18 → $19 | Maintains | Outperform | Get Alert | |
| 07/12/2024 | HLI | Buy Now | Houlihan Lokey | $177.10 | -21.51% | $132 → $139 | Maintains | Market Perform | Get Alert | |
| 07/12/2024 | EVR | Buy Now | Evercore | $338.52 | -35.31% | $193 → $219 | Maintains | Market Perform | Get Alert | |
| 07/12/2024 | BN | Buy Now | Brookfield | $45.29 | -2.85% | $46 → $44 | Maintains | Market Perform | Get Alert | |
| 07/12/2024 | APO | Buy Now | Apollo Global Management | $148.03 | -4.75% | $134 → $141 | Maintains | Outperform | Get Alert | |
| 05/24/2024 | HLNE | Buy Now | Hamilton Lane | $129.95 | 3.89% | $118 → $135 | Maintains | Market Perform | Get Alert | |
| 05/10/2024 | BN | Buy Now | Brookfield | $45.29 | 1.57% | $45 → $46 | Reiterates | Market Perform → Market Perform | Get Alert | |
| 04/05/2024 | BLK | Buy Now | BlackRock | $1.08K | -14.23% | $918 → $930 | Reiterates | Outperform → Outperform | Get Alert | |
| 03/07/2024 | APO | Buy Now | Apollo Global Management | $148.03 | -11.51% | $122 → $131 | Maintains | Outperform | Get Alert | |
| 03/01/2024 | PX | Buy Now | P10 | $10.11 | -1.09% | $12 → $10 | Downgrade | Outperform → Market Perform | Get Alert | |
| 02/14/2024 | TPG | Buy Now | TPG | $67.06 | -28.42% | $42 → $48 | Maintains | Market Perform | Get Alert | |
| 02/07/2024 | PJT | Buy Now | PJT Partners | $170.21 | -41.84% | $101 → $99 | Maintains | Market Perform | Get Alert | |
| 01/29/2024 | HLI | Buy Now | Houlihan Lokey | $177.10 | -28.29% | → $127 | Reinstates | → Market Perform | Get Alert | |
| 01/29/2024 | EVR | Buy Now | Evercore | $338.52 | -42.99% | → $193 | Reinstates | → Market Perform | Get Alert | |
| 01/29/2024 | MC | Buy Now | Moelis | $70.28 | -20.32% | → $56 | Reinstates | → Market Perform | Get Alert | |
| 01/29/2024 | PWP | Buy Now | Perella Weinberg | $17.57 | -8.91% | → $16 | Reinstates | → Outperform | Get Alert | |
| 01/29/2024 | LAZ | Buy Now | Lazard | $50.90 | 0.2% | → $51 | Reinstates | → Outperform | Get Alert | |
| 01/28/2024 | PJT | Buy Now | PJT Partners | $170.21 | -40.66% | → $101 | Initiates | → Market Perform | Get Alert | |
| 01/26/2024 | BX | Buy Now | Blackstone | $151.90 | -16.39% | $123 → $127 | Maintains | Market Perform | Get Alert | |
| 01/22/2024 | STT | Buy Now | State Street | $129.28 | -33.48% | $89 → $86 | Maintains | Market Perform | Get Alert | |
| 12/04/2023 | KKR | Buy Now | KKR & Co | $135.01 | -33.34% | $75 → $90 | Maintains | Outperform | Get Alert | |
| 08/08/2023 | KKR | Buy Now | KKR & Co | $135.01 | -43.71% | $71 → $76 | Maintains | Outperform | Get Alert | |
| 07/28/2023 | TGH | Buy Now | Textainer Gr Hldgs | — | — | $40 → $45 | Downgrade | Outperform → Market Perform | Get Alert | |
| 07/27/2023 | AMG | Buy Now | Affiliated Managers Group | $275.73 | -40.16% | $183 → $165 | Assumes | Outperform → Outperform | Get Alert | |
| 07/26/2023 | IVZ | Buy Now | Invesco | $26.43 | -30% | $19.5 → $18.5 | Maintains | Market Perform | Get Alert | |
| 07/17/2023 | STT | Buy Now | State Street | $129.28 | -43.53% | $84 → $73 | Downgrade | Outperform → Market Perform | Get Alert | |
| 07/10/2023 | ARES | Buy Now | Ares Management | $173.95 | -43.66% | $99 → $98 | Downgrade | Outperform → Market Perform | Get Alert | |
| 07/10/2023 | BLK | Buy Now | BlackRock | $1.08K | -23% | $770 → $835 | Upgrade | Market Perform → Outperform | Get Alert | |
| 05/30/2023 | HLNE | Buy Now | Hamilton Lane | $129.95 | -38.44% | $81 → $80 | Reiterates | Market Perform → Market Perform | Get Alert | |
| 05/26/2023 | HLNE | Buy Now | Hamilton Lane | $129.95 | -38.44% | $81 → $80 | Maintains | Market Perform | Get Alert | |
| 05/11/2023 | WT | Buy Now | WisdomTree | $11.84 | -32.43% | $7 → $8 | Maintains | Market Perform | Get Alert | |
| 05/10/2023 | APO | Buy Now | Apollo Global Management | $148.03 | -42.58% | $84 → $85 | Maintains | Outperform | Get Alert | |
| 05/09/2023 | KKR | Buy Now | KKR & Co | $135.01 | -48.15% | $72 → $70 | Maintains | Outperform | Get Alert | |
| 05/05/2023 | OWL | Buy Now | Blue Owl Cap | $15.87 | -14.91% | $14 → $13.5 | Maintains | Market Perform | Get Alert | |
| 05/05/2023 | CG | Buy Now | Carlyle Group | $57.91 | -41.28% | $40 → $34 | Maintains | Market Perform | Get Alert | |
| 05/04/2023 | APAM | Buy Now | Artisan Partners Asset | $41.67 | -11.21% | $38 → $37 | Maintains | Market Perform | Get Alert | |
| 05/02/2023 | AMG | Buy Now | Affiliated Managers Group | $275.73 | -34.72% | $185 → $180 | Maintains | Outperform | Get Alert | |
| 05/01/2023 | FHI | Buy Now | Federated Hermes | $51.85 | -7.43% | $49 → $48 | Maintains | Outperform | Get Alert | |
| 05/01/2023 | ARES | Buy Now | Ares Management | $173.95 | -43.09% | $93 → $99 | Maintains | Outperform | Get Alert | |
| 04/18/2023 | STT | Buy Now | State Street | $129.28 | -35.02% | $90 → $84 | Maintains | Outperform | Get Alert | |
| 04/18/2023 | HLNE | Buy Now | Hamilton Lane | $129.95 | -37.67% | $85 → $81 | Maintains | Market Perform | Get Alert | |
| 04/18/2023 | TPG | Buy Now | TPG | $67.06 | -44.82% | $38 → $37 | Maintains | Market Perform | Get Alert | |
| 04/18/2023 | BX | Buy Now | Blackstone | $151.90 | -38.12% | $98 → $94 | Maintains | Market Perform | Get Alert | |
| 04/18/2023 | BN | Buy Now | Brookfield | $45.29 | -0.64% | $47 → $45 | Maintains | Outperform | Get Alert | |
| 04/18/2023 | CG | Buy Now | Carlyle Group | $57.91 | -30.92% | $43 → $40 | Maintains | Market Perform | Get Alert | |
| 04/18/2023 | PAX | Buy Now | Patria Investments | $15.88 | 19.61% | $20 → $19 | Maintains | Outperform | Get Alert | |
| 04/18/2023 | PX | Buy Now | P10 | $10.11 | 43.42% | $15 → $14.5 | Maintains | Outperform | Get Alert | |
| 04/18/2023 | APO | Buy Now | Apollo Global Management | $148.03 | -43.26% | $88 → $84 | Maintains | Outperform | Get Alert | |
| 04/18/2023 | BAM | Buy Now | Brookfield Asset Mgmt | $53.78 | -36.78% | $36 → $34 | Downgrade | Market Perform → Underperform | Get Alert | |
| 04/17/2023 | BLK | Buy Now | BlackRock | $1.08K | -28.99% | $763 → $770 | Maintains | Market Perform | Get Alert | |
| 03/07/2023 | PX | Buy Now | P10 | $10.11 | 48.37% | $16 → $15 | Maintains | Outperform | Get Alert | |
| 02/16/2023 | TPG | Buy Now | TPG | $67.06 | -43.33% | $37 → $38 | Maintains | Market Perform | Get Alert | |
| 02/15/2023 | PAX | Buy Now | Patria Investments | $15.88 | 25.9% | $19 → $20 | Maintains | Outperform | Get Alert | |
| 02/15/2023 | TRTN | Buy Now | Triton International | — | — | → $74 | Downgrade | Outperform → Market Perform | Get Alert | |
| 02/10/2023 | APO | Buy Now | Apollo Global Management | $148.03 | -40.55% | $84 → $88 | Upgrade | Market Perform → Outperform | Get Alert | |
| 02/02/2023 | APAM | Buy Now | Artisan Partners Asset | $41.67 | -11.21% | $35 → $37 | Maintains | Market Perform | Get Alert | |
| 01/31/2023 | BEN | Buy Now | Franklin Resources | $23.70 | 13.9% | $26 → $27 | Maintains | Underperform | Get Alert | |
| 01/03/2023 | OWL | Buy Now | Blue Owl Cap | $15.87 | — | — | Downgrade | Outperform → Market Perform | Get Alert | |
| 01/03/2023 | CG | Buy Now | Carlyle Group | $57.91 | -37.83% | → $36 | Downgrade | Outperform → Market Perform | Get Alert | |
| 01/03/2023 | APO | Buy Now | Apollo Global Management | $148.03 | -47.99% | → $77 | Downgrade | Outperform → Market Perform | Get Alert | |
| 12/22/2022 | JEF | Buy Now | Jefferies Financial Gr | $61.77 | -40.1% | $38 → $37 | Downgrade | Outperform → Market Perform | Get Alert | |
| 11/03/2022 | MC | Buy Now | Moelis | $70.28 | -47.35% | $40 → $37 | Downgrade | Market Perform → Underperform | Get Alert | |
| 10/27/2022 | EVR | Buy Now | Evercore | $338.52 | -67.8% | $106 → $109 | Downgrade | Outperform → Market Perform | Get Alert | |
| 09/26/2022 | PWP | Buy Now | Perella Weinberg | $17.57 | — | — | Downgrade | Outperform → Market Perform | Get Alert | |
| 07/13/2022 | LAZ | Buy Now | Lazard | $50.90 | -41.06% | $38 → $30 | Downgrade | Market Perform → Underperform | Get Alert | |
| 06/29/2022 | FHI | Buy Now | Federated Hermes | $51.85 | -22.86% | $32 → $40 | Upgrade | Market Perform → Outperform | Get Alert | |
| 06/29/2022 | BEN | Buy Now | Franklin Resources | $23.70 | -7.19% | $28 → $22 | Downgrade | Market Perform → Underperform | Get Alert | |
| 06/29/2022 | JHG | Buy Now | Janus Henderson Group | $45.40 | -51.54% | $28 → $22 | Downgrade | Market Perform → Underperform | Get Alert | |
| 06/29/2022 | WETF | Buy Now | WisdomTree Inv | — | — | $7.25 → $6 | Downgrade | Outperform → Market Perform | Get Alert | |
| 06/29/2022 | TROW | Buy Now | T. Rowe Price Gr | $104.03 | 2.86% | $122 → $107 | Downgrade | Market Perform → Underperform | Get Alert | |
| 06/29/2022 | VCTR | Buy Now | Victory Capital Holdings | $63.91 | -54.62% | $34 → $29 | Downgrade | Outperform → Market Perform | Get Alert | |
| 06/29/2022 | APAM | Buy Now | Artisan Partners Asset | $41.67 | -8.81% | $36 → $38 | Maintains | Market Perform | Get Alert | |
| 06/29/2022 | BLK | Buy Now | BlackRock | $1.08K | -37.75% | $719 → $675 | Maintains | Market Perform | Get Alert | |
| 06/29/2022 | IVZ | Buy Now | Invesco | $26.43 | -31.9% | $21 → $18 | Maintains | Market Perform | Get Alert | |
| 06/29/2022 | AMG | Buy Now | Affiliated Managers Group | $275.73 | -45.6% | $167 → $150 | Maintains | Outperform | Get Alert | |
| 04/28/2022 | GHL | Buy Now | Greenhill & Co | — | — | → $12 | Downgrade | Market Perform → Underperform | Get Alert | |
| 04/06/2022 | PJT | Buy Now | PJT Partners | $170.21 | -53.59% | → $79 | Upgrade | Market Perform → Outperform | Get Alert | |
| 04/06/2022 | MC | Buy Now | Moelis | $70.28 | -18.9% | → $57 | Downgrade | Outperform → Market Perform | Get Alert | |
| 02/04/2022 | LAZ | Buy Now | Lazard | $50.90 | -3.73% | $52 → $49 | Downgrade | Outperform → Market Perform | Get Alert | |
| 01/11/2022 | NTRS | Buy Now | Northern Trust | $139.42 | 9.02% | $130 → $152 | Upgrade | Market Perform → Outperform | Get Alert | |
| 12/17/2021 | MC | Buy Now | Moelis | $70.28 | 9.56% | → $77 | Upgrade | Market Perform → Outperform | Get Alert | |
| 11/16/2021 | PJT | Buy Now | PJT Partners | $170.21 | -45.95% | → $92 | Downgrade | Outperform → Market Perform | Get Alert | |
| 11/16/2021 | JEF | Buy Now | Jefferies Financial Gr | $61.77 | -25.52% | → $46 | Downgrade | Outperform → Market Perform | Get Alert | |
| 10/01/2021 | LAZ | Buy Now | Lazard | $50.90 | 13.95% | $53 → $58 | Upgrade | Market Perform → Outperform | Get Alert | |
| 07/14/2021 | GHL | Buy Now | Greenhill & Co | — | — | → $15.5 | Upgrade | Underperform → Market Perform | Get Alert | |
| 07/14/2021 | HLI | Buy Now | Houlihan Lokey | $177.10 | -54.83% | → $80 | Downgrade | Market Perform → Underperform | Get Alert | |
| 06/30/2021 | CAI | Buy Now | CAI International | $26.33 | 112.69% | → $56 | Downgrade | Outperform → Market Perform | Get Alert | |
| 06/17/2021 | STT | Buy Now | State Street | $129.28 | -20.32% | $94 → $103 | Maintains | Outperform | Get Alert | |
| 01/14/2021 | LAZ | Buy Now | Lazard | $50.90 | -1.77% | → $50 | Downgrade | Outperform → Market Perform | Get Alert | |
| 12/01/2020 | EVR | Buy Now | Evercore | $338.52 | — | — | Upgrade | Market Perform → Outperform | Get Alert | |
| 11/03/2020 | GHL | Buy Now | Greenhill & Co | — | — | $13 → $11.5 | Downgrade | Market Perform → Underperform | Get Alert | |
| 10/19/2020 | TGH | Buy Now | Textainer Gr Hldgs | — | — | → $18 | Upgrade | Market Perform → Outperform | Get Alert | |
| 10/19/2020 | CAI | Buy Now | CAI International | $26.33 | 25.33% | → $33 | Upgrade | Market Perform → Outperform | Get Alert | |
| 10/09/2020 | MC | Buy Now | Moelis | $70.28 | — | — | Downgrade | Outperform → Market Perform | Get Alert | |
| 10/09/2020 | GHL | Buy Now | Greenhill & Co | — | — | — | Upgrade | Underperform → Market Perform | Get Alert | |
| 05/07/2020 | CAI | Buy Now | CAI International | $26.33 | — | — | Upgrade | Market Perform → Outperform | Get Alert | |
| 01/27/2020 | LAZ | Buy Now | Lazard | $50.90 | -5.7% | $40 → $48 | Upgrade | Market Perform → Outperform | Get Alert | |
| 01/27/2020 | HLI | Buy Now | Houlihan Lokey | $177.10 | -70.07% | $52 → $53 | Downgrade | Outperform → Market Perform | Get Alert | |
| 11/01/2019 | TGH | Buy Now | Textainer Gr Hldgs | — | — | → $11 | Reinstates | → Market Perform | Get Alert | |
| 07/31/2019 | MC | Buy Now | Moelis | $70.28 | -44.51% | $42 → $39 | Downgrade | Outperform → Market Perform | Get Alert | |
| 02/21/2019 | CAI | Buy Now | CAI International | $26.33 | 10.14% | $34 → $29 | Downgrade | Outperform → Market Perform | Get Alert | |
| 09/07/2018 | CAI | Buy Now | CAI International | $26.33 | — | — | Upgrade | Market Perform → Outperform | Get Alert | |
| 10/14/2016 | TROW | Buy Now | T. Rowe Price Gr | $104.03 | — | — | Maintains | Market Perform | Get Alert | |
| 07/27/2016 | TROW | Buy Now | T. Rowe Price Gr | $104.03 | -27.9% | $81 → $75 | Maintains | Market Perform | Get Alert | |
| 02/16/2016 | TGH | Buy Now | Textainer Gr Hldgs | — | — | $11 → $9 | Maintains | Market Perform | Get Alert | |
| 01/15/2016 | TGH | Buy Now | Textainer Gr Hldgs | — | — | → $20 | Assumes | → Market Perform | Get Alert | |
| 01/15/2016 | CAI | Buy Now | CAI International | $26.33 | -46.83% | → $14 | Assumes | → Market Perform | Get Alert | |
| 01/11/2016 | TROW | Buy Now | T. Rowe Price Gr | $104.03 | -29.82% | $77 → $73 | Maintains | Market Perform | Get Alert | |
| 10/07/2015 | MC | Buy Now | Moelis | $70.28 | -51.62% | $36 → $34 | Maintains | Outperform | Get Alert | |
| 10/06/2015 | CAI | Buy Now | CAI International | $26.33 | -46.83% | $22 → $14 | Maintains | Outperform | Get Alert | |
| 09/03/2015 | TROW | Buy Now | T. Rowe Price Gr | $104.03 | -25.02% | $85 → $78 | Maintains | Market Perform | Get Alert | |
| 08/11/2015 | MC | Buy Now | Moelis | $70.28 | -48.78% | $34 → $36 | Upgrade | Market Perform → Outperform | Get Alert | |
| 08/05/2015 | TGH | Buy Now | Textainer Gr Hldgs | — | — | $33 → $18.5 | Maintains | Market Perform | Get Alert | |
| 07/08/2015 | EVR | Buy Now | Evercore | $338.52 | -83.01% | $55 → $57.5 | Maintains | Outperform | Get Alert | |
| 05/01/2015 | MC | Buy Now | Moelis | $70.28 | -51.62% | $35 → $34 | Maintains | Market Perform | Get Alert | |
| 04/23/2015 | TROW | Buy Now | T. Rowe Price Gr | $104.03 | -16.37% | $90 → $87 | Maintains | Market Perform | Get Alert | |
| 04/08/2015 | TROW | Buy Now | T. Rowe Price Gr | $104.03 | -13.48% | $92 → $90 | Maintains | Market Perform | Get Alert | |
| 03/05/2015 | TROW | Buy Now | T. Rowe Price Gr | $104.03 | -11.56% | $84 → $92 | Maintains | Market Perform | Get Alert | |
| 02/19/2015 | TGH | Buy Now | Textainer Gr Hldgs | — | — | $38 → $33 | Maintains | Market Perform | Get Alert | |
| 01/29/2015 | TROW | Buy Now | T. Rowe Price Gr | $104.03 | -19.25% | $88 → $84 | Maintains | Market Perform | Get Alert | |
| 12/09/2014 | TROW | Buy Now | T. Rowe Price Gr | $104.03 | -15.4% | $85 → $88 | Maintains | Market Perform | Get Alert | |
| 10/08/2014 | TROW | Buy Now | T. Rowe Price Gr | $104.03 | -18.29% | $90 → $85 | Maintains | Market Perform | Get Alert | |
| 04/05/2013 | EVR | Buy Now | Evercore | $338.52 | — | — | Downgrade | Outperform → Market Perform | Get Alert | |
| 04/02/2013 | TGH | Buy Now | Textainer Gr Hldgs | — | — | — | Initiates | → Market Perform | Get Alert | |
| 12/14/2012 | EVR | Buy Now | Evercore | $338.52 | — | — | Upgrade | Market Perform → Outperform | Get Alert |
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