Ratings by BMO Capital (Jack Matten)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
5/15/2026 Prudential Financial PRU Maintain
(N/A)
 
 
  Details
5/15/2026 Primerica PRI Maintain
(N/A)
 
 
  Details
5/15/2026 MetLife MET Maintain
(N/A)
 
 
  Details
5/15/2026 Equitable Holdings Inc EQH Maintain
(N/A)
 
 
  Details
5/15/2026 CNO Financial Group CNO Maintain
(N/A)
 
 
  Details
5/15/2026 AFLAC AFL Maintain
(N/A)
 
 
  Details
4/9/2026 MetLife MET Maintain Market Perform
(N/A)
 
 
  Details
4/9/2026 Corebridge Financial CRBG Maintain Outperform
(N/A)
 
 
  Details
2/12/2026 Globe Life GL Maintain Market Perform
(N/A)
 
 
  Details
2/2/2026 Prudential Financial PRU Maintain Underperform
(N/A)
 
 
  Details
1/6/2026 Unum Group UNM Maintain
(N/A)
 
 
  Details
1/6/2026 Prudential Financial PRU Maintain
(N/A)
 
 
  Details
1/6/2026 Principal Financial Group PFG Maintain
(N/A)
 
 
  Details
1/6/2026 Primerica PRI Maintain
(N/A)
 
 
  Details
1/6/2026 MetLife MET Maintain
(N/A)
 
 
  Details
1/6/2026 Globe Life GL Maintain
(N/A)
 
 
  Details
1/6/2026 Equitable Holdings Inc EQH Maintain
(N/A)
 
 
  Details
1/6/2026 Corebridge Financial CRBG Maintain
(N/A)
 
 
  Details
1/6/2026 CNO Financial Group CNO Maintain
(N/A)
 
 
  Details
1/6/2026 AFLAC AFL Maintain
(N/A)
 
 
  Details
12/17/2025 Equitable Holdings Inc EQH Maintain Outperform
(N/A)
 
 
  Details
11/18/2025 Prudential Financial PRU Maintain
(N/A)
 
 
  Details
11/18/2025 Primerica PRI Maintain
(N/A)
 
 
  Details
11/18/2025 MetLife MET Maintain
(N/A)
 
 
  Details
11/18/2025 Equitable Holdings Inc EQH Maintain
(N/A)
 
 
  Details
11/18/2025 Corebridge Financial CRBG Maintain
(N/A)
 
 
  Details
11/18/2025 CNO Financial Group CNO Maintain
(N/A)
 
 
  Details
11/18/2025 AFLAC AFL Maintain
(N/A)
 
 
  Details
9/30/2025 Unum Group UNM Maintain Outperform
(N/A)
 
 
  Details
9/30/2025 Primerica PRI Maintain Outperform
(N/A)
 
 
  Details
9/30/2025 Prudential Financial PRU Maintain Underperform
(N/A)
 
 
  Details
9/30/2025 Principal Financial Group PFG Maintain Market Perform
(N/A)
 
 
  Details
9/30/2025 MetLife MET Maintain Market Perform
(N/A)
 
 
  Details
9/30/2025 Globe Life GL Maintain Market Perform
(N/A)
 
 
  Details
9/30/2025 Corebridge Financial CRBG Maintain Outperform
(N/A)
 
 
  Details
9/30/2025 CNO Financial Group CNO Maintain Market Perform
(N/A)
 
 
  Details
9/30/2025 AFLAC AFL Maintain Market Perform
(N/A)
 
 
  Details
9/23/2025 Primerica PRI Upgrade Outperform
(Market Perform)
272.28
(310.54)
14.05% Details
8/18/2025 Lemonade Inc. LMND Maintain Underperform
(N/A)
 
 
  Details
8/15/2025 Lemonade Inc. LMND Maintain Underperform
(N/A)
 
 
  Details
8/13/2025 Primerica PRI Maintain Market Perform
(N/A)
 
 
  Details
8/13/2025 Equitable Holdings Inc EQH Maintain Outperform
(N/A)
 
 
  Details
8/13/2025 MetLife MET Maintain Market Perform
(N/A)
 
 
  Details
8/13/2025 AFLAC AFL Maintain Market Perform
(N/A)
 
 
  Details
8/5/2025 Principal Financial Group PFG Maintain Market Perform
(N/A)
 
 
  Details
7/30/2025 Globe Life GL Maintain Market Perform
(N/A)
 
 
  Details
7/9/2025 Unum Group UNM Maintain
(N/A)
 
 
  Details
7/9/2025 Prudential Financial PRU Maintain
(N/A)
 
 
  Details
7/9/2025 Primerica PRI Maintain
(N/A)
 
 
  Details
7/9/2025 Principal Financial Group PFG Maintain
(N/A)
 
 
  Details
7/9/2025 Globe Life GL Maintain
(N/A)
 
 
  Details
7/9/2025 Equitable Holdings Inc EQH Maintain
(N/A)
 
 
  Details
7/9/2025 Corebridge Financial CRBG Maintain
(N/A)
 
 
  Details
7/9/2025 CNO Financial Group CNO Maintain
(N/A)
 
 
  Details
7/9/2025 AFLAC AFL Maintain
(N/A)
 
 
  Details
7/1/2025 Lemonade Inc. LMND Maintain Underperform
(N/A)
 
 
  Details
6/27/2025 Corebridge Financial CRBG Maintain Outperform
(N/A)
 
 
  Details
5/20/2025 Unum Group UNM Maintain Outperform
(N/A)
 
 
  Details
5/20/2025 Prudential Financial PRU Maintain Underperform
(N/A)
 
 
  Details
5/20/2025 Primerica PRI Maintain Market Perform
(N/A)
 
 
  Details
5/20/2025 Principal Financial Group PFG Maintain Market Perform
(N/A)
 
 
  Details
5/20/2025 MetLife MET Maintain Market Perform
(N/A)
 
 
  Details
5/20/2025 Globe Life GL Maintain Market Perform
(N/A)
 
 
  Details
5/20/2025 Equitable Holdings Inc EQH Maintain Outperform
(N/A)
 
 
  Details
5/20/2025 Corebridge Financial CRBG Maintain Outperform
(N/A)
 
 
  Details
5/20/2025 CNO Financial Group CNO Maintain Market Perform
(N/A)
 
 
  Details
5/20/2025 AFLAC AFL Maintain Market Perform
(N/A)
 
 
  Details
5/9/2025 CNO Financial Group CNO Maintain Market Perform
(N/A)
 
 
  Details
4/8/2025 Primerica PRI Maintain Market Perform
(N/A)
 
 
  Details
3/3/2025 Unum Group UNM Maintain Outperform
(N/A)
 
 
  Details
2/25/2025 Equitable Holdings Inc EQH Maintain Outperform
(N/A)
 
 
  Details
2/20/2025 Primerica PRI Maintain Market Perform
(N/A)
 
 
  Details
2/20/2025 Principal Financial Group PFG Maintain Market Perform
(N/A)
 
 
  Details
2/20/2025 CNO Financial Group CNO Maintain Market Perform
(N/A)
 
 
  Details
2/20/2025 AFLAC AFL Maintain Market Perform
(N/A)
 
 
  Details
2/13/2025 MetLife MET Maintain Market Perform
(N/A)
 
 
  Details
2/12/2025 Globe Life GL Maintain Market Perform
(N/A)
 
 
  Details
2/12/2025 Equitable Holdings Inc EQH Maintain Outperform
(N/A)
 
 
  Details
2/6/2025 Prudential Financial PRU Maintain Underperform
(N/A)
 
 
  Details
2/6/2025 Unum Group UNM Maintain Outperform
(N/A)
 
 
  Details
1/23/2025 Equitable Holdings Inc EQH New Coverage Outperform
(N/A)
52.83
(48.99)
-7.27% Details
1/23/2025 Corebridge Financial CRBG New Coverage Outperform
(N/A)
32.43
(31.88)
-1.7% Details
1/23/2025 Unum Group UNM New Coverage Outperform
(N/A)
75.45
(89.05)
18.03% Details
1/23/2025 MetLife MET New Coverage Market Perform
(N/A)
86.88
(94.00)
8.2% Details
1/23/2025 CNO Financial Group CNO New Coverage Market Perform
(N/A)
39.28
(53.59)
36.43% Details
1/23/2025 Globe Life GL New Coverage Market Perform
(N/A)
119.55
(184.76)
54.55% Details
1/23/2025 Principal Financial Group PFG New Coverage Market Perform
(N/A)
82.54
(113.95)
38.05% Details
1/23/2025 AFLAC AFL New Coverage Market Perform
(N/A)
106.39
(124.72)
17.23% Details
1/23/2025 Prudential Financial PRU New Coverage Underperform
(N/A)
120.27
(119.07)
-1% Details
1/23/2025 Primerica PRI New Coverage Market Perform
(N/A)
293.53
(272.28)
-7.24% Details
11/20/2024 Lemonade Inc. LMND Maintain Underperform
(N/A)
 
 
  Details
11/11/2024 Lemonade Inc. LMND Maintain Underperform
(N/A)
 
 
  Details
8/12/2024 Lemonade Inc. LMND Maintain Underperform
(N/A)
 
 
  Details