Ratings by Keefe, Bruyette & Woods (Alex Bond)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
5/22/2026 Hamilton Lane Inc. HLNE Maintain Outperform
(N/A)
 
 
  Details
5/7/2026 Houlihan Lokey HLI Maintain Outperform
(N/A)
 
 
  Details
5/4/2026 Perella Weinberg Partners PWP Maintain Outperform
(N/A)
 
 
  Details
5/4/2026 Lazard LAZ Maintain Market Perform
(N/A)
 
 
  Details
5/1/2026 T. Rowe Price TROW Maintain Market Perform
(N/A)
 
 
  Details
4/30/2026 Moelis MC Maintain Market Perform
(N/A)
 
 
  Details
4/30/2026 Evercore Partners EVR Maintain Outperform
(N/A)
 
 
  Details
4/29/2026 PJT Partners PJT Maintain Outperform
(N/A)
 
 
  Details
4/23/2026 SEI Investments SEIC Maintain Outperform
(N/A)
 
 
  Details
4/15/2026 BlackRock BLK Maintain Outperform
(N/A)
 
 
  Details
4/8/2026 T. Rowe Price TROW Maintain Market Perform
(N/A)
 
 
  Details
4/8/2026 SEI Investments SEIC Maintain Outperform
(N/A)
 
 
  Details
4/8/2026 Moelis MC Maintain Market Perform
(N/A)
 
 
  Details
4/8/2026 Hamilton Lane Inc. HLNE Maintain Outperform
(N/A)
 
 
  Details
4/8/2026 Houlihan Lokey HLI Maintain Outperform
(N/A)
 
 
  Details
4/8/2026 Evercore Partners EVR Maintain Outperform
(N/A)
 
 
  Details
4/8/2026 BlackRock BLK Maintain Outperform
(N/A)
 
 
  Details
4/8/2026 Lazard LAZ Downgrade Market Perform
(Outperform)
41.51
(47.08)
13.42% Details
4/8/2026 Perella Weinberg Partners PWP Upgrade Outperform
(Market Perform)
17.72
(15.14)
-14.56% Details
4/8/2026 PJT Partners PJT Upgrade Outperform
(Market Perform)
140.14
(154.84)
10.49% Details
2/9/2026 Perella Weinberg Partners PWP Maintain Market Perform
(N/A)
 
 
  Details
2/5/2026 T. Rowe Price TROW Maintain Market Perform
(N/A)
 
 
  Details
2/5/2026 Evercore Partners EVR Maintain Outperform
(N/A)
 
 
  Details
2/4/2026 PJT Partners PJT Maintain Market Perform
(N/A)
 
 
  Details
1/30/2026 Lazard LAZ Maintain Outperform
(N/A)
 
 
  Details
1/29/2026 Houlihan Lokey HLI Maintain Outperform
(N/A)
 
 
  Details
1/16/2026 BlackRock BLK Maintain Outperform
(N/A)
 
 
  Details
1/8/2026 SEI Investments SEIC Maintain
(N/A)
 
 
  Details
1/8/2026 PJT Partners PJT Maintain
(N/A)
 
 
  Details
1/8/2026 Lazard LAZ Maintain
(N/A)
 
 
  Details
1/8/2026 Hamilton Lane Inc. HLNE Maintain
(N/A)
 
 
  Details
1/8/2026 Houlihan Lokey HLI Maintain
(N/A)
 
 
  Details
1/8/2026 Evercore Partners EVR Maintain
(N/A)
 
 
  Details
12/16/2025 SEI Investments SEIC Upgrade Outperform
(Market Perform)
81.99
(87.01)
6.12% Details
12/16/2025 Moelis MC Downgrade Market Perform
(Outperform)
69.41
(67.12)
-3.3% Details
11/10/2025 Perella Weinberg Partners PWP Maintain Market Perform
(N/A)
 
 
  Details
11/5/2025 PJT Partners PJT Maintain Market Perform
(N/A)
 
 
  Details
11/5/2025 Hamilton Lane Inc. HLNE Maintain Outperform
(N/A)
 
 
  Details
10/31/2025 Houlihan Lokey HLI Maintain Outperform
(N/A)
 
 
  Details
10/30/2025 Moelis MC Maintain Outperform
(N/A)
 
 
  Details
10/30/2025 Evercore Partners EVR Maintain Outperform
(N/A)
 
 
  Details
10/30/2025 Evercore Partners EVR Maintain Outperform
(N/A)
 
 
  Details
10/24/2025 Lazard LAZ Maintain Outperform
(N/A)
 
 
  Details
8/25/2025 Lazard LAZ Upgrade Outperform
(Market Perform)
55.99
(47.08)
-15.91% Details
7/25/2025 Lazard LAZ Maintain Market Perform
(N/A)
 
 
  Details