Ratings by Morgan Stanley (Jeff Adelson)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/27/2026 | American Express | AXP | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/24/2026 | Bread Financial Holdings | BFH | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/20/2026 | Bread Financial Holdings | BFH | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/23/2026 | Bread Financial Holdings | BFH | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/21/2026 | Synchrony Financial | SYF | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/20/2026 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2026 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2026 | American Express | AXP | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2026 | Bread Financial Holdings | BFH | Upgrade | Equalweight (Underweight) |
82.64 (111.10) |
34.44% | Details | |
| 1/30/2026 | Bread Financial Holdings | BFH | Maintain | Underweight (N/A) |
|
Details | ||
| 1/28/2026 | Synchrony Financial | SYF | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/20/2026 | Bread Financial Holdings | BFH | Maintain | Underweight (N/A) |
|
Details | ||
| 1/20/2026 | American Express | AXP | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/20/2026 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2025 | Synchrony Financial | SYF | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/16/2025 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2025 | Bread Financial Holdings | BFH | Maintain | Underweight (N/A) |
|
Details | ||
| 12/16/2025 | American Express | AXP | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/16/2025 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2025 | Bread Financial Holdings | BFH | Maintain | Underweight (N/A) |
|
Details | ||
| 10/22/2025 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 9/29/2025 | Synchrony Financial | SYF | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/29/2025 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 9/29/2025 | Bread Financial Holdings | BFH | Maintain | Underweight (N/A) |
|
Details | ||
| 9/29/2025 | American Express | AXP | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/29/2025 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2025 | Bread Financial Holdings | BFH | Maintain | Underweight (N/A) |
|
Details | ||
| 7/10/2025 | Synchrony Financial | SYF | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/10/2025 | Bread Financial Holdings | BFH | Maintain | Underweight (N/A) |
|
Details | ||
| 7/10/2025 | American Express | AXP | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/10/2025 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2025 | Capital One Financial | COF | New Coverage | Overweight (N/A) |
218.03 (221.47) |
1.58% | Details | |
| 6/3/2025 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2025 | Bread Financial Holdings | BFH | Maintain | Underweight (N/A) |
|
Details | ||
| 4/24/2025 | Bread Financial Holdings | BFH | Maintain | Underweight (N/A) |
|
Details | ||
| 4/23/2025 | Synchrony Financial | SYF | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/7/2025 | Bread Financial Holdings | BFH | Downgrade | Underweight (Overweight) |
44.81 (82.64) |
84.42% | Details | |
| 4/7/2025 | Synchrony Financial | SYF | Downgrade | Equalweight (Overweight) |
46.56 (80.58) |
73.07% | Details | |
| 12/19/2024 | American Express | AXP | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/19/2024 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 12/19/2024 | Synchrony Financial | SYF | Upgrade | Overweight (Equalweight) |
63.59 (80.58) |
26.72% | Details | |
| 10/15/2024 | American Express | AXP | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/11/2024 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2024 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2024 | American Express | AXP | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2024 | Synchrony Financial | SYF | New Coverage | Underweight (N/A) |
38.53 (63.59) |
65.04% | Details | |
| 2/8/2024 | Capital One Financial | COF | New Coverage | Equalweight (N/A) |
133.97 (218.03) |
62.75% | Details | |
| 2/8/2024 | American Express | AXP | Downgrade | Equalweight (Overweight) |
205.65 (338.52) |
64.61% | Details | |
| 2/8/2024 | Ally Financial | ALLY | Upgrade | Overweight (Equalweight) |
35.87 (43.63) |
21.63% | Details | |
| 2/8/2024 | Discover Financial | DFS | Upgrade | Overweight (Equalweight) |
105.66 (200.05) |
89.33% | Details |

