Ratings by Keefe, Bruyette & Woods (Michael Perito)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 1/29/2026 | First Commonwealth Financial | FCF | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/26/2025 | ConnectOne Bankcorp | CNOB | Upgrade | Outperform (Market Perform) |
24.10 (32.77) |
35.98% | Details | |
| 1/29/2025 | Axos Financial | AX | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/31/2024 | Axos Financial | AX | Downgrade | Market Perform (Outperform) |
77.61 (90.28) |
16.33% | Details | |
| 7/26/2024 | Esquire Financial Holdings | ESQ | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2024 | Northwest Bancshares, Inc. | NWBI | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/23/2024 | HBT Financial | HBT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/22/2024 | Middlefield Banc | MBCN | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/5/2024 | Axos Financial | AX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2024 | Tompkins Financial | TMP | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/2/2024 | Middlefield Banc | MBCN | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/2/2024 | Axos Financial | AX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2024 | Civista Bancshares | CIVB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2024 | Midland States Bancorp | MSBI | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/24/2024 | Peoples Bancorp | PEBO | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/23/2024 | Northwest Bancshares, Inc. | NWBI | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/3/2024 | SoFi Technologies | SOFI | Downgrade | Underperform (Market Perform) |
9.95 (16.58) |
66.63% | Details | |
| 10/18/2023 | SoFi Technologies | SOFI | Upgrade | Market Perform (Underperform) |
8.25 (16.58) |
100.97% | Details | |
| 10/16/2023 | Priority Technoilogy Holdings Inc. | PRTH | New Coverage | Market Perform (N/A) |
3.14 (6.15) |
95.86% | Details | |
| 8/1/2023 | SoFi Technologies | SOFI | Downgrade | Underperform (Market Perform) |
9.55 (8.25) |
-13.61% | Details | |
| 6/29/2023 | Green Dot | GDOT | New Coverage | Market Perform (N/A) |
18.28 (13.09) |
-28.39% | Details | |
| 3/1/2023 | Silvergate Capital Corp. | SI | Downgrade | Market Perform (Outperform) |
13.88 (18.70) |
34.73% | Details | |
| 10/26/2022 | Peoples Bancorp | PEBO | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/21/2022 | First Internet Bancorp | INBK | Downgrade | Market Perform (Outperform) |
30.82 (26.17) |
-15.09% | Details | |
| 10/18/2022 | Esquire Financial Holdings | ESQ | New Coverage | Outperform (N/A) |
38.42 (115.62) |
200.94% | Details | |
| 7/28/2022 | Meta Financial | CASH | Downgrade | Market Perform (Outperform) |
41.70 (79.90) |
91.61% | Details | |
| 7/11/2022 | Axos Financial | AX | Upgrade | Outperform (Market Perform) |
35.99 (90.28) |
150.85% | Details | |
| 4/21/2022 | First Internet Bancorp | INBK | Maintain | Outperform (N/A) |
|
Details | ||
| 3/29/2022 | Customers Bancorp | CUBI | Upgrade | Outperform (Market Perform) |
54.71 (78.21) |
42.95% | Details | |
| 12/20/2021 | Coastal Financial Corp | CCB | New Coverage | Outperform (N/A) |
42.92 (73.53) |
71.32% | Details | |
| 11/8/2021 | Silvergate Capital Corp. | SI | Downgrade | Market Perform (Outperform) |
215.96 (13.88) |
-93.57% | Details | |
| 10/25/2021 | WSFS Financial | WSFS | Downgrade | Market Perform (Outperform) |
55.47 (75.24) |
35.64% | Details | |
| 7/30/2021 | Bryn Mawr Bank | BMTC | Upgrade | Outperform (Market Perform) |
39.68 (45.01) |
13.43% | Details | |
| 7/29/2021 | Investors Bancorp | ISBC | Upgrade | Outperform (Market Perform) |
13.02 (13.87) |
6.53% | Details | |
| 7/28/2021 | First Commonwealth Financial | FCF | New Coverage | Market Perform (N/A) |
13.41 (19.91) |
48.47% | Details | |
| 7/27/2021 | Northwest Bancshares, Inc. | NWBI | New Coverage | Market Perform (N/A) |
13.46 (14.80) |
9.96% | Details | |
| 7/23/2021 | WSFS Financial | WSFS | Upgrade | Outperform (Market Perform) |
44.60 (75.24) |
68.7% | Details | |
| 7/13/2021 | S&T Bancorp Inc. | STBA | New Coverage | Market Perform (N/A) |
30.53 (47.85) |
56.73% | Details | |
| 3/12/2021 | Bryn Mawr Bank | BMTC | Downgrade | Market Perform (Outperform) |
48.55 (45.01) |
-7.29% | Details | |
| 2/26/2021 | WSFS Financial | WSFS | Downgrade | Market Perform (Outperform) |
54.21 (75.24) |
38.79% | Details | |
| 2/25/2021 | ConnectOne Bankcorp | CNOB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2021 | Valley National Bancorp | VLY | New Coverage | Outperform (N/A) |
11.48 (14.63) |
27.44% | Details | |
| 10/29/2020 | Meta Financial | CASH | Upgrade | Outperform (Market Perform) |
23.96 (84.17) |
251.29% | Details | |
| 4/1/2020 | Midland States Bancorp | MSBI | Downgrade | Market Perform (Outperform) |
17.49 (30.16) |
72.44% | Details | |
| 4/1/2020 | WSFS Financial | WSFS | Upgrade | Outperform (Market Perform) |
24.92 (75.24) |
201.93% | Details | |
| 4/1/2020 | Meta Financial | CASH | Downgrade | Market Perform (Outperform) |
21.72 (84.17) |
287.52% | Details | |
| 4/1/2020 | Bryn Mawr Bank | BMTC | Upgrade | Outperform (Market Perform) |
28.38 (45.01) |
58.6% | Details | |
| 1/31/2020 | Tristate Capital Holdings | TSC | Downgrade | Market Perform (Outperform) |
24.00 (30.58) |
27.42% | Details | |
| 1/28/2020 | Meridian Bank | MRBK | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2020 | Middlefield Banc | MBCN | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/3/2019 | Silvergate Capital Corp. | SI | New Coverage | Market Perform (N/A) |
16.42 (18.70) |
13.89% | Details | |
| 11/5/2019 | HBT Financial | HBT | New Coverage | Outperform (N/A) |
15.97 (30.59) |
91.55% | Details | |
| 10/23/2019 | WSFS Financial | WSFS | Downgrade | Market Perform (Outperform) |
44.21 (24.92) |
-43.63% | Details | |
| 9/13/2019 | Meta Financial | CASH | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2019 | Tompkins Financial | TMP | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/8/2019 | Bank of N.T. Butterfield | NTB | Downgrade | Market Perform (Outperform) |
33.95 (58.81) |
73.23% | Details | |
| 7/8/2019 | Civista Bancshares | CIVB | Downgrade | Market Perform (Outperform) |
22.02 (27.21) |
23.57% | Details | |
| 1/22/2019 | Bryn Mawr Bank | BMTC | Downgrade | Market Perform (Outperform) |
38.00 (28.38) |
-25.32% | Details | |
| 11/6/2018 | Enterprise Financial Services | EFSC | Upgrade | Outperform (Market Perform) |
43.79 (64.19) |
46.59% | Details | |
| 10/24/2018 | Bank of N.T. Butterfield | NTB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/11/2018 | WSFS Financial | WSFS | New Coverage | Outperform (Market Perform) |
48.07 (44.21) |
-8.03% | Details |

