Ratings by Citizens (Brian McKenna)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/10/2026 | Main Street Capital | MAIN | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 8/7/2026 | Blue Owl Technology Finance Corp. | OTF | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 7/9/2026 | The Blackstone Group | BX | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/30/2026 | FTAI Aviation | FTAI | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/24/2026 | The Blackstone Group | BX | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/22/2026 | Sixth Street Specialty Lending | TSLX | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/22/2026 | PennantPark Floating Rate Capital | PFLT | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/22/2026 | Blue Owl Capital | OWL | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/22/2026 | Blue Owl Technology Finance Corp. | OTF | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/22/2026 | Main Street Capital | MAIN | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/22/2026 | Hercules Capital Inc | HTGC | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/22/2026 | The Blackstone Group | BX | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/22/2026 | Ares Management, L.P. | ARES | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/22/2026 | Ares Capital | ARCC | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/9/2026 | Trinity Capital Inc. | TRIN | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/9/2026 | Shutter Rock Capital Corp. | SSSS | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/7/2026 | Hercules Capital Inc | HTGC | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/6/2026 | LPL Financial Holdings | LPLA | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 3/31/2026 | Blue Owl Capital | OWL | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 3/31/2026 | Ares Management, L.P. | ARES | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 3/17/2026 | Blue Owl Capital | OWL | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 3/12/2026 | Shutter Rock Capital Corp. | SSSS | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 3/4/2026 | The Carlyle Group LP | CG | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/9/2026 | TPG Inc. | TPG | Upgrade | Market Outperform (Market Perform) |
53.54 (52.41) |
-2.11% | Details | |
| 2/3/2026 | Capital Southwest Corp | CSWC | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 1/30/2026 | The Blackstone Group | BX | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 1/29/2026 | FTAI Aviation | FTAI | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 1/15/2026 | Blue Owl Technology Finance Corp. | OTF | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 12/8/2025 | Trinity Capital Inc. | TRIN | New Coverage | Market Outperform (N/A) |
14.80 (17.26) |
16.62% | Details | |
| 12/8/2025 | Blue Owl Technology Finance Corp. | OTF | New Coverage | Market Outperform (N/A) |
14.52 (11.62) |
-19.97% | Details | |
| 12/8/2025 | Main Street Capital | MAIN | New Coverage | Market Outperform (N/A) |
59.98 (57.97) |
-3.35% | Details | |
| 12/8/2025 | Carlyle Secured Lending Inc | CGBD | New Coverage | Market Perform (N/A) |
12.94 (11.55) |
-10.74% | Details | |
| 12/3/2025 | Blue Owl Capital Corp. | OBDC | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 12/3/2025 | Blue Owl Capital | OWL | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 11/26/2025 | PennantPark Investment | PNNT | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 11/26/2025 | PennantPark Floating Rate Capital | PFLT | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 11/21/2025 | Blue Owl Capital | OWL | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 11/21/2025 | Blue Owl Capital Corp. | OBDC | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 11/17/2025 | MSC Income Fund Inc | MSIF | Upgrade | Market Outperform (Market Perform) |
12.12 (12.61) |
4.04% | Details | |
| 10/24/2025 | The Blackstone Group | BX | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 10/21/2025 | Blue Owl Capital Corp. | OBDC | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 10/21/2025 | Ares Management, L.P. | ARES | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 10/21/2025 | Blue Owl Capital | OWL | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 10/16/2025 | Morgan Stanley | MS | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 10/9/2025 | Blue Owl Capital | OWL | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 10/9/2025 | Ares Management, L.P. | ARES | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 9/18/2025 | The Carlyle Group LP | CG | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 9/16/2025 | FTAI Infrastructure | FIP | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 8/19/2025 | Blue Owl Capital Corp. | OBDC | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 8/19/2025 | Nuveen Churchill Direct Lending Corp | NCDL | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 8/14/2025 | TPG Inc. | TPG | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 8/14/2025 | The Carlyle Group LP | CG | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 8/6/2025 | Sixth Street Specialty Lending | TSLX | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 8/6/2025 | Ares Management, L.P. | ARES | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 7/17/2025 | Morgan Stanley | MS | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 6/24/2025 | The Carlyle Group LP | CG | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 6/3/2025 | Blue Owl Capital Corp. | OBDC | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 5/8/2025 | Ares Management, L.P. | ARES | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/22/2025 | FTAI Infrastructure | FIP | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/14/2025 | Morgan Stanley | MS | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 4/11/2025 | MSC Income Fund Inc | MSIF | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 4/8/2025 | Blue Owl Capital | OWL | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/8/2025 | Ares Management, L.P. | ARES | Upgrade | Market Outperform (Market Perform) |
118.04 (139.09) |
17.83% | Details | |
| 3/24/2025 | MSC Income Fund Inc | MSIF | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 3/17/2025 | FTAI Infrastructure | FIP | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/24/2025 | MSC Income Fund Inc | MSIF | New Coverage | Market Perform (N/A) |
17.55 (12.61) |
-28.15% | Details | |
| 2/19/2025 | Sixth Street Specialty Lending | TSLX | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/11/2025 | Blue Owl Capital | OWL | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/7/2025 | Blue Owl Capital | OWL | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/4/2025 | Blue Owl Capital Corp. | OBDC | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 11/15/2024 | Blue Owl Capital | OWL | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/9/2024 | Blue Owl Capital | OWL | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/23/2024 | FTAI Infrastructure | FIP | Maintain | Market Outperform (N/A) |
|
Details | ||
| 6/26/2024 | FTAI Infrastructure | FIP | New Coverage | Market Outperform (N/A) |
8.35 (3.38) |
-59.52% | Details | |
| 4/9/2024 | The Carlyle Group LP | CG | Maintain | Market Outperform (N/A) |
|
Details | ||
| 3/6/2024 | TriplePoint Venture Growth | TPVG | Downgrade | Market Perform (Market Outperform) |
10.81 (5.30) |
-50.97% | Details | |
| 3/1/2024 | TCP Capital | TCPC | Downgrade | Market Perform (Market Outperform) |
11.16 (4.08) |
-63.44% | Details | |
| 2/27/2024 | Nuveen Churchill Direct Lending Corp | NCDL | Upgrade | Market Outperform (Market Perform) |
16.47 (12.54) |
-23.86% | Details | |
| 2/23/2024 | Blue Owl Capital Corp. | OBDC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/20/2024 | Nuveen Churchill Direct Lending Corp | NCDL | New Coverage | Market Perform (N/A) |
17.89 (12.54) |
-29.9% | Details | |
| 2/12/2024 | Blue Owl Capital | OWL | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/8/2024 | The Carlyle Group LP | CG | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/10/2023 | Blue Owl Capital Corp. | OBDC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 8/2/2023 | Blue Owl Capital | OWL | Maintain | Market Outperform (N/A) |
|
Details | ||
| 5/5/2023 | The Carlyle Group LP | CG | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/14/2023 | Blue Owl Capital | OWL | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/9/2022 | The Carlyle Group LP | CG | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/11/2022 | Blue Owl Capital | OWL | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/11/2022 | The Carlyle Group LP | CG | Maintain | Market Outperform (N/A) |
|
Details | ||
| 6/8/2022 | TPG Inc. | TPG | New Coverage | Market Perform (N/A) |
28.87 (53.54) |
85.45% | Details | |
| 6/8/2022 | Blue Owl Capital | OWL | New Coverage | Market Outperform (N/A) |
12.82 (11.68) |
-8.89% | Details | |
| 6/8/2022 | The Carlyle Group LP | CG | New Coverage | Market Outperform (N/A) |
39.86 (46.54) |
16.76% | Details | |
| 6/8/2022 | Ares Management, L.P. | ARES | New Coverage | Market Perform (N/A) |
73.37 (139.09) |
89.57% | Details |
