Ratings by Compass Point (David Rochester)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/24/2025 | Bread Financial Holdings | BFH | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2025 | American Express | AXP | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2025 | American Express | AXP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/25/2025 | Bread Financial Holdings | BFH | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2025 | American Express | AXP | Maintain | Neutral (N/A) |
|
Details | ||
| 5/16/2025 | Bread Financial Holdings | BFH | Maintain | Buy (N/A) |
|
Details | ||
| 5/16/2025 | American Express | AXP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/28/2025 | Synchrony Financial | SYF | Downgrade | Neutral (Buy) |
69.86 (73.00) |
4.49% | Details | |
| 1/27/2025 | American Express | AXP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/21/2025 | Bread Financial Holdings | BFH | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2024 | American Express | AXP | Maintain | Neutral (N/A) |
|
Details | ||
| 12/10/2024 | Zions Bancorp | ZION | Maintain | Neutral (N/A) |
|
Details | ||
| 12/10/2024 | Wells Fargo | WFC | Maintain | Neutral (N/A) |
|
Details | ||
| 12/10/2024 | U.S. Bancorp | USB | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2024 | Truist Financial | TFC | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2024 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2024 | Regions Financial | RF | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2024 | PNC Financial | PNC | Maintain | Neutral (N/A) |
|
Details | ||
| 12/10/2024 | Prosperity Bancshares | PB | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2024 | M&T Bank | MTB | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2024 | Flagstar Bank | FLG | Maintain | Neutral (N/A) |
|
Details | ||
| 12/10/2024 | East West Bancorp | EWBC | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2024 | Comerica | CMA | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2024 | Cullen/Frost Bankers | CFR | Maintain | Neutral (N/A) |
|
Details | ||
| 12/10/2024 | Citizens Financial Group | CFG | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2024 | BankUnited | BKU | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2024 | American Express | AXP | Maintain | Neutral (N/A) |
|
Details | ||
| 11/26/2024 | Bread Financial Holdings | BFH | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2024 | Cullen/Frost Bankers | CFR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2024 | East West Bancorp | EWBC | Maintain | Buy (N/A) |
|
Details | ||
| 10/23/2024 | Zions Bancorp | ZION | Maintain | Neutral (N/A) |
|
Details | ||
| 10/16/2024 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 10/15/2024 | Wells Fargo | WFC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/26/2024 | Prosperity Bancshares | PB | Maintain | Buy (N/A) |
|
Details | ||
| 7/26/2024 | Bread Financial Holdings | BFH | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2024 | East West Bancorp | EWBC | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2024 | Zions Bancorp | ZION | Maintain | Neutral (N/A) |
|
Details | ||
| 7/23/2024 | Comerica | CMA | Maintain | Buy (N/A) |
|
Details | ||
| 7/16/2024 | American Express | AXP | New Coverage | Neutral (N/A) |
238.63 (339.90) |
42.44% | Details | |
| 7/16/2024 | Bread Financial Holdings | BFH | New Coverage | Buy (N/A) |
47.45 (108.51) |
128.68% | Details | |
| 7/16/2024 | Synchrony Financial | SYF | New Coverage | Buy (N/A) |
49.11 (79.62) |
62.13% | Details | |
| 5/13/2024 | Truist Financial | TFC | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2024 | M&T Bank | MTB | Maintain | Buy (N/A) |
|
Details | ||
| 4/23/2024 | Truist Financial | TFC | Upgrade | Buy (Neutral) |
38.06 (50.97) |
33.92% | Details | |
| 4/9/2024 | Wells Fargo | WFC | Downgrade | Neutral (Buy) |
57.40 (85.94) |
49.72% | Details | |
| 3/22/2024 | U.S. Bancorp | USB | Upgrade | Buy (Neutral) |
43.46 (62.82) |
44.55% | Details | |
| 3/13/2024 | Wells Fargo | WFC | Maintain | Buy (N/A) |
|
Details | ||
| 3/13/2024 | East West Bancorp | EWBC | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2024 | New York Community Bancorp | NYCB | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2024 | Zions Bancorp | ZION | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2024 | Wells Fargo | WFC | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2024 | PNC Financial | PNC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2024 | M&T Bank | MTB | Maintain | Buy (N/A) |
|
Details | ||
| 2/1/2024 | New York Community Bancorp | NYCB | Downgrade | Neutral (Buy) |
6.47 (10.55) |
63.06% | Details | |
| 1/29/2024 | Cullen/Frost Bankers | CFR | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2024 | East West Bancorp | EWBC | Maintain | Buy (N/A) |
|
Details | ||
| 1/23/2024 | U.S. Bancorp | USB | Maintain | Neutral (N/A) |
|
Details | ||
| 1/16/2024 | Wells Fargo | WFC | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2024 | Zions Bancorp | ZION | Downgrade | Neutral (Buy) |
44.05 (68.29) |
55.03% | Details | |
| 1/8/2024 | Cullen/Frost Bankers | CFR | Downgrade | Neutral (Buy) |
107.56 (164.70) |
53.12% | Details | |
| 12/15/2023 | M&T Bank | MTB | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2023 | Zions Bancorp | ZION | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2023 | Wells Fargo | WFC | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2023 | U.S. Bancorp | USB | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2023 | Truist Financial | TFC | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2023 | Regions Financial | RF | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2023 | PNC Financial | PNC | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2023 | M&T Bank | MTB | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2023 | Cullen/Frost Bankers | CFR | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2023 | Citizens Financial Group | CFG | Maintain | Buy (N/A) |
|
Details | ||
| 7/26/2023 | BankUnited | BKU | Maintain | Buy (N/A) |
|
Details | ||
| 4/26/2023 | BankUnited | BKU | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2023 | Zions Bancorp | ZION | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2023 | Wells Fargo | WFC | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2023 | U.S. Bancorp | USB | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2023 | Truist Financial | TFC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2023 | Regions Financial | RF | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2023 | PNC Financial | PNC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2023 | Prosperity Bancshares | PB | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2023 | New York Community Bancorp | NYCB | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2023 | M&T Bank | MTB | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2023 | First Republic Bank | FRC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2023 | East West Bancorp | EWBC | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2023 | Comerica | CMA | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2023 | Cullen/Frost Bankers | CFR | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2023 | Citizens Financial Group | CFG | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2023 | BankUnited | BKU | Maintain | Buy (N/A) |
|
Details | ||
| 3/16/2023 | Zions Bancorp | ZION | Maintain | Buy (N/A) |
|
Details | ||
| 3/13/2023 | First Republic Bank | FRC | Downgrade | Neutral (Buy) |
81.76 (3.51) |
-95.71% | Details | |
| 3/10/2023 | Signature Bank | SBNY | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2023 | Silvergate Capital Corp. | SI | Downgrade | Sell (Buy) |
5.77 (23.26) |
303.12% | Details | |
| 3/2/2023 | Silvergate Capital Corp. | SI | Downgrade | Neutral (Buy) |
13.53 (23.26) |
71.91% | Details | |
| 1/26/2023 | Prosperity Bancshares | PB | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2023 | Zions Bancorp | ZION | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2023 | U.S. Bancorp | USB | Maintain | Neutral (N/A) |
|
Details | ||
| 1/11/2023 | Truist Financial | TFC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/11/2023 | Signature Bank | SBNY | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2023 | Regions Financial | RF | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2023 | PNC Financial | PNC | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2023 | Prosperity Bancshares | PB | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2023 | New York Community Bancorp | NYCB | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2023 | M&T Bank | MTB | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2023 | First Republic Bank | FRC | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2023 | Comerica | CMA | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2023 | Citizens Financial Group | CFG | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2023 | BankUnited | BKU | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2022 | Silvergate Capital Corp. | SI | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2022 | Signature Bank | SBNY | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2022 | Cullen/Frost Bankers | CFR | Maintain | Buy (N/A) |
|
Details | ||
| 10/21/2022 | East West Bancorp | EWBC | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2022 | Signature Bank | SBNY | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2022 | First Republic Bank | FRC | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2022 | Cullen/Frost Bankers | CFR | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2022 | Zions Bancorp | ZION | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2022 | U.S. Bancorp | USB | Maintain | Neutral (N/A) |
|
Details | ||
| 10/14/2022 | Truist Financial | TFC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/14/2022 | Signature Bank | SBNY | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2022 | Regions Financial | RF | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2022 | PNC Financial | PNC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/14/2022 | Prosperity Bancshares | PB | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2022 | New York Community Bancorp | NYCB | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2022 | M&T Bank | MTB | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2022 | First Republic Bank | FRC | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2022 | Comerica | CMA | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2022 | Citizens Financial Group | CFG | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2022 | BankUnited | BKU | Maintain | Buy (N/A) |
|
Details | ||
| 8/15/2022 | Truist Financial | TFC | Downgrade | Neutral (Buy) |
51.75 (50.97) |
-1.51% | Details | |
| 8/15/2022 | Cullen/Frost Bankers | CFR | Upgrade | Buy (Neutral) |
136.49 (164.70) |
20.67% | Details | |
| 7/20/2022 | Signature Bank | SBNY | Maintain | Buy (N/A) |
|
Details | ||
| 7/13/2022 | Cullen/Frost Bankers | CFR | Upgrade | Neutral (Sell) |
117.16 (164.70) |
40.58% | Details | |
| 6/10/2022 | Signature Bank | SBNY | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2022 | Signature Bank | SBNY | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2022 | Comerica | CMA | Upgrade | Buy (Neutral) |
100.17 (88.67) |
-11.48% | Details | |
| 1/14/2022 | Zions Bancorp | ZION | Upgrade | Buy (Neutral) |
70.06 (68.29) |
-2.53% | Details | |
| 12/21/2021 | Signature Bank | SBNY | Maintain | Buy (N/A) |
|
Details | ||
| 12/21/2021 | Comerica | CMA | Upgrade | Neutral (Sell) |
81.89 (88.67) |
8.28% | Details | |
| 8/31/2021 | Zions Bancorp | ZION | Maintain | Neutral (N/A) |
|
Details | ||
| 8/10/2021 | East West Bancorp | EWBC | Upgrade | Buy (Neutral) |
75.13 (130.40) |
73.57% | Details | |
| 6/8/2021 | First Republic Bank | FRC | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2021 | Wells Fargo | WFC | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2021 | U.S. Bancorp | USB | Maintain | Neutral (N/A) |
|
Details | ||
| 5/18/2021 | Truist Financial | TFC | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2021 | PNC Financial | PNC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/18/2021 | First Republic Bank | FRC | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2021 | East West Bancorp | EWBC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/18/2021 | Comerica | CMA | Maintain | Sell (N/A) |
|
Details | ||
| 5/18/2021 | Citizens Financial Group | CFG | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2021 | BankUnited | BKU | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2021 | Signature Bank | SBNY | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2021 | Comerica | CMA | Maintain | Sell (N/A) |
|
Details | ||
| 2/12/2021 | Citizens Financial Group | CFG | Upgrade | Buy (Neutral) |
39.97 (70.76) |
77.03% | Details | |
| 1/15/2021 | New York Community Bancorp | NYCB | Upgrade | Buy (Neutral) |
11.13 (10.55) |
-5.21% | Details | |
| 12/31/2020 | First Republic Bank | FRC | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2020 | Wells Fargo | WFC | Upgrade | Buy (Neutral) |
22.33 (85.94) |
284.86% | Details | |
| 9/23/2020 | BankUnited | BKU | Upgrade | Buy (Neutral) |
21.59 (46.83) |
116.91% | Details | |
| 4/14/2020 | Zions Bancorp | ZION | New Coverage | Neutral (N/A) |
30.99 (68.29) |
120.36% | Details | |
| 4/14/2020 | Wells Fargo | WFC | New Coverage | Neutral (N/A) |
33.20 (22.33) |
-32.74% | Details | |
| 4/14/2020 | U.S. Bancorp | USB | New Coverage | Neutral (N/A) |
38.05 (62.82) |
65.1% | Details | |
| 4/14/2020 | Truist Financial | TFC | New Coverage | Buy (N/A) |
36.11 (50.97) |
41.15% | Details | |
| 4/14/2020 | Signature Bank | SBNY | New Coverage | Buy (N/A) |
90.23 (0.14) |
-99.84% | Details | |
| 4/14/2020 | Prosperity Bancshares | PB | New Coverage | Buy (N/A) |
54.00 (72.90) |
35% | Details | |
| 4/14/2020 | PNC Financial | PNC | New Coverage | Neutral (N/A) |
105.42 (246.46) |
133.79% | Details | |
| 4/14/2020 | People's United Financial | PBCT | New Coverage | Neutral (N/A) |
12.30 (19.41) |
57.8% | Details | |
| 4/14/2020 | New York Community Bancorp | NYCB | New Coverage | Neutral (N/A) |
10.57 (10.55) |
-0.19% | Details | |
| 4/14/2020 | M&T Bank | MTB | New Coverage | Neutral (N/A) |
114.75 (244.55) |
113.12% | Details | |
| 4/14/2020 | First Republic Bank | FRC | New Coverage | Buy (N/A) |
99.50 (3.51) |
-96.47% | Details | |
| 4/14/2020 | East West Bancorp | EWBC | New Coverage | Neutral (N/A) |
31.11 (75.13) |
141.5% | Details | |
| 4/14/2020 | Cullen/Frost Bankers | CFR | New Coverage | Neutral (N/A) |
70.93 (164.70) |
132.2% | Details | |
| 4/14/2020 | Comerica | CMA | New Coverage | Neutral (N/A) |
34.75 (88.67) |
155.17% | Details | |
| 4/14/2020 | Citizens Financial Group | CFG | New Coverage | Neutral (N/A) |
22.11 (39.97) |
80.78% | Details | |
| 4/14/2020 | BankUnited | BKU | New Coverage | Neutral (N/A) |
21.14 (46.83) |
121.52% | Details |

