Ratings by JPMorgan (Richard Shane)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/19/2026 | WhiteHorse Finance | WHF | Maintain | Underweight (Underweight) |
|
Details | ||
| 8/19/2026 | FS KKR Group | FSK | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/18/2026 | Starwood Property Trust | STWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/7/2026 | Rocket Cos Inc. | RKT | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/7/2026 | Enact Holdings Inc | ACT | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/5/2026 | Ares Commercial | ACRE | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/31/2026 | Blackstone Mortgage Trust | BXMT | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/31/2026 | NMI Holdings | NMIH | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/30/2026 | OneMain | OMF | Maintain | Underweight (Underweight) |
|
Details | ||
| 7/24/2026 | KKR Real Estate Financial Trust | KREF | Maintain | Underweight (Underweight) |
|
Details | ||
| 7/24/2026 | Annaly Capital Management | NLY | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/22/2026 | AGNC Investment Corp | AGNC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/22/2026 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/17/2026 | Two Harbors Investment | TWO | Maintain | Underweight (N/A) |
|
Details | ||
| 7/17/2026 | Redwood Trust | RWT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/17/2026 | Annaly Capital Management | NLY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/17/2026 | TPG RE Finance Trust | TRTX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/17/2026 | Blackstone Mortgage Trust | BXMT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/17/2026 | Ares Commercial | ACRE | Maintain | Neutral (N/A) |
|
Details | ||
| 7/17/2026 | KKR Real Estate Financial Trust | KREF | Downgrade | Underweight (Neutral) |
7.42 (7.45) |
0.4% | Details | |
| 7/17/2026 | AGNC Investment Corp | AGNC | Downgrade | Neutral (Overweight) |
11.32 (10.60) |
-6.36% | Details | |
| 7/17/2026 | Arbor Realty Trust | ABR | Upgrade | Neutral (Underweight) |
5.05 (4.95) |
-1.98% | Details | |
| 7/13/2026 | Synchrony Financial | SYF | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/13/2026 | Rocket Cos Inc. | RKT | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/13/2026 | Navient Corporation | NAVI | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/13/2026 | SLM Corp. | SLM | Maintain | Underweight (Underweight) |
|
Details | ||
| 7/13/2026 | NMI Holdings | NMIH | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/13/2026 | Essent Group | ESNT | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/13/2026 | Enact Holdings Inc | ACT | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/13/2026 | Capital One Financial | COF | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/13/2026 | American Express | AXP | Upgrade | Overweight (Neutral) |
346.72 (324.19) |
-6.5% | Details | |
| 7/2/2026 | WhiteHorse Finance | WHF | Maintain | Underweight (Underweight) |
|
Details | ||
| 7/2/2026 | SLR Investment | SLRC | Maintain | Underweight (Underweight) |
|
Details | ||
| 7/2/2026 | Sixth Street Specialty Lending | TSLX | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/2/2026 | Palmer Square Capital BDC | PSBD | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/2/2026 | MidCap Financial Investment Corp | MFIC | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/2/2026 | Blackstone Secured Lending Fund | BXSL | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/2/2026 | Ares Capital | ARCC | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/2/2026 | Morgan Stanley Direct Lending | MSDL | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/7/2026 | SLR Investment | SLRC | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/7/2026 | Sixth Street Specialty Lending | TSLX | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/30/2026 | Blackstone Mortgage Trust | BXMT | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/16/2026 | Annaly Capital Management | NLY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2026 | AGNC Investment Corp | AGNC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2026 | TPG RE Finance Trust | TRTX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2026 | Starwood Property Trust | STWD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2026 | KKR Real Estate Financial Trust | KREF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/16/2026 | Ares Commercial | ACRE | Maintain | Neutral (N/A) |
|
Details | ||
| 4/16/2026 | Two Harbors Investment | TWO | Downgrade | Underweight (Neutral) |
11.10 (12.18) |
9.73% | Details | |
| 4/16/2026 | Blackstone Mortgage Trust | BXMT | Upgrade | Overweight (Neutral) |
19.97 (13.81) |
-30.85% | Details | |
| 4/9/2026 | Synchrony Financial | SYF | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/9/2026 | SLM Corp. | SLM | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/9/2026 | Rocket Cos Inc. | RKT | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/9/2026 | Oportun Financial Corp | OPRT | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/9/2026 | OneMain | OMF | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/9/2026 | NMI Holdings | NMIH | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/9/2026 | Navient Corporation | NAVI | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/9/2026 | Essent Group | ESNT | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/9/2026 | American Express | AXP | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/9/2026 | Ally Financial | ALLY | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/9/2026 | Capital One Financial | COF | Upgrade | Overweight (Neutral) |
181.15 (211.34) |
16.67% | Details | |
| 3/13/2026 | SLR Investment | SLRC | Maintain | Underweight (Underweight) |
|
Details | ||
| 3/13/2026 | Sixth Street Specialty Lending | TSLX | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/13/2026 | Runway Grouwth Finance Corp. | RWAY | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/13/2026 | Palmer Square Capital BDC | PSBD | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/13/2026 | Oaktree Specialty Lending Corp | OCSL | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/13/2026 | Morgan Stanley Direct Lending | MSDL | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/13/2026 | MidCap Financial Investment Corp | MFIC | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/13/2026 | FS KKR Group | FSK | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/13/2026 | Carlyle Secured Lending Inc | CGBD | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/13/2026 | Blackstone Secured Lending Fund | BXSL | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/2/2026 | Arbor Realty Trust | ABR | Maintain | Underweight (Underweight) |
|
Details | ||
| 3/2/2026 | Oportun Financial Corp | OPRT | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/27/2026 | Palmer Square Capital BDC | PSBD | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/27/2026 | FS KKR Group | FSK | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/26/2026 | Starwood Property Trust | STWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/26/2026 | Blackstone Secured Lending Fund | BXSL | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/19/2026 | TPG RE Finance Trust | TRTX | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/17/2026 | Sixth Street Specialty Lending | TSLX | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/17/2026 | Essent Group | ESNT | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/12/2026 | Redwood Trust | RWT | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/11/2026 | NMI Holdings | NMIH | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/6/2026 | OneMain | OMF | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/5/2026 | KKR Real Estate Financial Trust | KREF | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/5/2026 | Enact Holdings Inc | ACT | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/4/2026 | Two Harbors Investment | TWO | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/2/2026 | American Express | AXP | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/29/2026 | Navient Corporation | NAVI | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/28/2026 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 1/23/2026 | SLM Corp. | SLM | Maintain | Underweight (Underweight) |
|
Details | ||
| 1/23/2026 | Redwood Trust | RWT | Upgrade | Overweight (Neutral) |
5.63 (4.42) |
-21.49% | Details | |
| 1/12/2026 | Synchrony Financial | SYF | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/12/2026 | NMI Holdings | NMIH | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/12/2026 | Essent Group | ESNT | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/12/2026 | Enact Holdings Inc | ACT | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/12/2026 | Capital One Financial | COF | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/12/2026 | American Express | AXP | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/12/2026 | Ally Financial | ALLY | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/12/2026 | OneMain | OMF | Maintain | Underweight (Neutral) |
|
Details | ||
| 1/12/2026 | Oportun Financial Corp | OPRT | Upgrade | Neutral (Underweight) |
5.32 (7.13) |
34.02% | Details | |
| 1/12/2026 | SLM Corp. | SLM | Downgrade | Underweight (Neutral) |
27.93 (25.77) |
-7.73% | Details | |
| 1/12/2026 | Rocket Cos Inc. | RKT | New Coverage | Neutral (N/A) |
21.24 (13.03) |
-38.65% | Details | |
| 12/4/2025 | Oportun Financial Corp | OPRT | Maintain | Underweight (Underweight) |
|
Details | ||
| 12/4/2025 | Arbor Realty Trust | ABR | Maintain | Underweight (Underweight) |
|
Details | ||
| 12/4/2025 | Blackstone Mortgage Trust | BXMT | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/26/2025 | PennantPark Investment | PNNT | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/7/2025 | Enact Holdings Inc | ACT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/6/2025 | Carlyle Secured Lending Inc | CGBD | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/5/2025 | NMI Holdings | NMIH | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | Navient Corporation | NAVI | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/30/2025 | Navient Corporation | NAVI | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/30/2025 | TPG RE Finance Trust | TRTX | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | TPG RE Finance Trust | TRTX | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | Blackstone Mortgage Trust | BXMT | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/30/2025 | Blackstone Mortgage Trust | BXMT | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/23/2025 | KKR Real Estate Financial Trust | KREF | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/22/2025 | Capital One Financial | COF | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/20/2025 | Blackstone Mortgage Trust | BXMT | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/20/2025 | Two Harbors Investment | TWO | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/20/2025 | Arbor Realty Trust | ABR | Maintain | Underweight (Underweight) |
|
Details | ||
| 10/20/2025 | Annaly Capital Management | NLY | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/20/2025 | Ally Financial | ALLY | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/20/2025 | AGNC Investment Corp | AGNC | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/20/2025 | KKR Real Estate Financial Trust | KREF | Downgrade | Neutral (Overweight) |
8.51 (7.45) |
-12.46% | Details | |
| 10/20/2025 | Apollo Commercial Real Estate Finance | ARI | Upgrade | Overweight (Neutral) |
9.88 (6.81) |
-31.07% | Details | |
| 10/7/2025 | Navient Corporation | NAVI | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/7/2025 | Capital One Financial | COF | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/7/2025 | Ally Financial | ALLY | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/7/2025 | American Express | AXP | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/7/2025 | Essent Group | ESNT | Downgrade | Neutral (Overweight) |
61.32 (68.09) |
11.04% | Details | |
| 10/7/2025 | Oportun Financial Corp | OPRT | Downgrade | Underweight (Neutral) |
5.80 (7.13) |
22.93% | Details | |
| 10/7/2025 | OneMain | OMF | Downgrade | Neutral (Overweight) |
56.19 (61.11) |
8.76% | Details | |
| 10/7/2025 | SLM Corp. | SLM | Downgrade | Neutral (Overweight) |
27.55 (25.77) |
-6.46% | Details | |
| 10/7/2025 | Synchrony Financial | SYF | Downgrade | Neutral (Overweight) |
71.23 (76.62) |
7.57% | Details | |
| 10/1/2025 | WhiteHorse Finance | WHF | Maintain | Underweight (Underweight) |
|
Details | ||
| 10/1/2025 | PennantPark Investment | PNNT | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/1/2025 | FS KKR Group | FSK | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/1/2025 | Sixth Street Specialty Lending | TSLX | Downgrade | Neutral (Overweight) |
22.82 (18.45) |
-19.15% | Details | |
| 10/1/2025 | Carlyle Secured Lending Inc | CGBD | Upgrade | Neutral (Underweight) |
12.96 (11.55) |
-10.88% | Details | |
| 10/1/2025 | Ares Capital | ARCC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/13/2025 | PennantPark Investment | PNNT | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/8/2025 | WhiteHorse Finance | WHF | Maintain | Underweight (Underweight) |
|
Details | ||
| 8/8/2025 | FS KKR Group | FSK | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/7/2025 | Solar Capital | SLRC | Maintain | Underweight (Underweight) |
|
Details | ||
| 8/1/2025 | Enact Holdings Inc | ACT | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/31/2025 | Redwood Trust | RWT | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/31/2025 | Navient Corporation | NAVI | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/23/2025 | Capital One Financial | COF | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/21/2025 | American Express | AXP | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/21/2025 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2025 | Two Harbors Investment | TWO | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/18/2025 | Starwood Property Trust | STWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/18/2025 | Redwood Trust | RWT | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/18/2025 | KKR Real Estate Financial Trust | KREF | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/18/2025 | Blackstone Mortgage Trust | BXMT | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/18/2025 | Arbor Realty Trust | ABR | Maintain | Underweight (Underweight) |
|
Details | ||
| 7/18/2025 | Apollo Commercial Real Estate Finance | ARI | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/18/2025 | Annaly Capital Management | NLY | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/18/2025 | AGNC Investment Corp | AGNC | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/11/2025 | Synchrony Financial | SYF | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/11/2025 | Oportun Financial Corp | OPRT | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/11/2025 | NMI Holdings | NMIH | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/11/2025 | OneMain | OMF | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/11/2025 | Navient Corporation | NAVI | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/11/2025 | Guild Holdings Co. | GHLD | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/11/2025 | Enact Holdings Inc | ACT | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/11/2025 | Capital One Financial | COF | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/11/2025 | American Express | AXP | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/11/2025 | Ally Financial | ALLY | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/11/2025 | SLM Corp. | SLM | Upgrade | Overweight (Neutral) |
33.14 (25.77) |
-22.24% | Details | |
| 6/26/2025 | Capital One Financial | COF | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/14/2025 | PennantPark Investment | PNNT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/14/2025 | WhiteHorse Finance | WHF | Maintain | Underweight (N/A) |
|
Details | ||
| 5/12/2025 | Starwood Property Trust | STWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/12/2025 | Oportun Financial Corp | OPRT | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/12/2025 | Essent Group | ESNT | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/9/2025 | Rocket Cos Inc. | RKT | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/8/2025 | Carlyle Secured Lending Inc | CGBD | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/8/2025 | Guild Holdings Co. | GHLD | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/5/2025 | Arbor Realty Trust | ABR | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/2/2025 | Enact Holdings Inc | ACT | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/30/2025 | Two Harbors Investment | TWO | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/30/2025 | OneMain | OMF | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/28/2025 | Apollo Commercial Real Estate Finance | ARI | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/24/2025 | Solar Capital | SLRC | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/24/2025 | Sixth Street Specialty Lending | TSLX | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/24/2025 | PennantPark Investment | PNNT | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/24/2025 | FS KKR Group | FSK | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/24/2025 | Carlyle Secured Lending Inc | CGBD | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/23/2025 | Capital One Financial | COF | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/21/2025 | American Express | AXP | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/16/2025 | Two Harbors Investment | TWO | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/16/2025 | TPG RE Finance Trust | TRTX | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/16/2025 | Starwood Property Trust | STWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/16/2025 | Redwood Trust | RWT | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/16/2025 | KKR Real Estate Financial Trust | KREF | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/16/2025 | Blackstone Mortgage Trust | BXMT | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/16/2025 | Ares Commercial | ACRE | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/16/2025 | Arbor Realty Trust | ABR | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/16/2025 | Apollo Commercial Real Estate Finance | ARI | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/16/2025 | Annaly Capital Management | NLY | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/16/2025 | AGNC Investment Corp | AGNC | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/8/2025 | Synchrony Financial | SYF | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/8/2025 | SLM Corp. | SLM | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/8/2025 | Oportun Financial Corp | OPRT | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/8/2025 | OneMain | OMF | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/8/2025 | NMI Holdings | NMIH | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/8/2025 | Navient Corporation | NAVI | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/8/2025 | Discover Financial | DFS | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/8/2025 | Ally Financial | ALLY | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/8/2025 | Essent Group | ESNT | Upgrade | Overweight (Neutral) |
54.49 (68.09) |
24.96% | Details | |
| 4/8/2025 | Guild Holdings Co. | GHLD | Upgrade | Neutral (Underweight) |
15.09 (20.01) |
32.6% | Details | |
| 3/10/2025 | WhiteHorse Finance | WHF | Maintain | Underweight (Overweight) |
|
Details | ||
| 3/7/2025 | Guild Holdings Co. | GHLD | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/28/2025 | Rocket Lab USA | RKLB | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/28/2025 | Starwood Property Trust | STWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/28/2025 | Rocket Cos Inc. | RKT | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/27/2025 | Solar Capital | SLRC | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/18/2025 | Sixth Street Specialty Lending | TSLX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/18/2025 | Blackstone Mortgage Trust | BXMT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/12/2025 | PennantPark Investment | PNNT | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/12/2025 | Apollo Commercial Real Estate Finance | ARI | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/7/2025 | NMI Holdings | NMIH | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2025 | WhiteHorse Finance | WHF | Maintain | Underweight (N/A) |
|
Details | ||
| 2/3/2025 | FS KKR Group | FSK | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2025 | TCG BDC, Inc. | CGBD | Maintain | Underweight (N/A) |
|
Details | ||
| 1/31/2025 | Annaly Capital Management | NLY | Maintain | Overweight (N/A) |
|
Details | ||
| 1/31/2025 | Two Harbors Investment | TWO | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2025 | SLM Corp. | slm | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/24/2025 | Discover Financial | dfs | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/23/2025 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 1/21/2025 | TPG RE Finance Trust | TRTX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/21/2025 | Two Harbors Investment | TWO | Maintain | Neutral (N/A) |
|
Details | ||
| 1/21/2025 | Starwood Property Trust | STWD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/21/2025 | Redwood Trust | RWT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/21/2025 | KKR Real Estate Financial Trust | KREF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/21/2025 | Blackstone Mortgage Trust | BXMT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/21/2025 | Ares Commercial | ACRE | Maintain | Neutral (N/A) |
|
Details | ||
| 1/21/2025 | Arbor Realty Trust | ABR | Maintain | Underweight (N/A) |
|
Details | ||
| 1/21/2025 | Annaly Capital Management | NLY | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2025 | Rocket Cos Inc. | RKT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2024 | Redwood Trust | RWT | Downgrade | Neutral (Overweight) |
7.09 (5.63) |
-20.59% | Details | |
| 12/9/2024 | Synchrony Financial | SYF | Upgrade | Overweight (Neutral) |
66.92 (76.62) |
14.49% | Details | |
| 11/8/2024 | WhiteHorse Finance | WHF | Maintain | Underweight (N/A) |
|
Details | ||
| 11/8/2024 | Rocket Cos Inc. | RKT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2024 | Solar Capital | SLRC | Maintain | Underweight (N/A) |
|
Details | ||
| 11/8/2024 | Ares Commercial | ACRE | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2024 | Starwood Property Trust | STWD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2024 | Guild Holdings Co. | GHLD | Maintain | Underweight (N/A) |
|
Details | ||
| 11/4/2024 | Essent Group | ESNT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2024 | Two Harbors Investment | TWO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2024 | Annaly Capital Management | NLY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/17/2024 | Claros Mortgage Trust Inc | CMTG | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2024 | Arbor Realty Trust | ABR | Maintain | Underweight (N/A) |
|
Details | ||
| 10/17/2024 | Annaly Capital Management | NLY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/17/2024 | Ares Commercial | ACRE | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2024 | Apollo Commercial Real Estate Finance | ARI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2024 | Redwood Trust | RWT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/17/2024 | KKR Real Estate Financial Trust | KREF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/17/2024 | TPG RE Finance Trust | TRTX | Upgrade | Overweight (Neutral) |
8.39 (7.68) |
-8.46% | Details | |
| 10/16/2024 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/7/2024 | SLM Corp. | SLM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/7/2024 | OneMain | OMF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2024 | Rocket Cos Inc. | RKT | Maintain | Underweight (N/A) |
|
Details | ||
| 10/7/2024 | NMI Holdings | NMIH | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2024 | Navient Corporation | NAVI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/7/2024 | Guild Holdings Co. | GHLD | Maintain | Underweight (N/A) |
|
Details | ||
| 10/7/2024 | Essent Group | ESNT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/7/2024 | Enact Holdings Inc | ACT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/7/2024 | Capital One Financial | COF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/7/2024 | Ally Financial | ALLY | Upgrade | Overweight (Neutral) |
34.46 (41.85) |
21.45% | Details | |
| 10/7/2024 | American Express | AXP | Downgrade | Neutral (Overweight) |
267.89 (346.72) |
29.43% | Details | |
| 8/12/2024 | Guild Holdings Co. | GHLD | Maintain | Underweight (N/A) |
|
Details | ||
| 8/6/2024 | TCG BDC, Inc. | CGBD | Maintain | Underweight (N/A) |
|
Details | ||
| 8/6/2024 | Rocket Cos Inc. | RKT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2024 | Essent Group | ESNT | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2024 | Rocket Cos Inc. | RKT | Maintain | Underweight (N/A) |
|
Details | ||
| 7/31/2024 | NMI Holdings | NMIH | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2024 | WhiteHorse Finance | WHF | Maintain | Underweight (N/A) |
|
Details | ||
| 7/29/2024 | Solar Capital | SLRC | Downgrade | Underweight (Neutral) |
15.89 (12.65) |
-20.39% | Details | |
| 7/29/2024 | TCG BDC, Inc. | CGBD | Downgrade | Underweight (Neutral) |
18.16 (11.55) |
-36.4% | Details | |
| 7/25/2024 | SLM Corp. | SLM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2024 | Blackstone Mortgage Trust | BXMT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/19/2024 | Discover Financial | DFS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2024 | Ally Financial | ALLY | Maintain | Neutral (N/A) |
|
Details | ||
| 7/17/2024 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 7/16/2024 | KKR Real Estate Financial Trust | KREF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2024 | Arbor Realty Trust | ABR | Maintain | Underweight (N/A) |
|
Details | ||
| 7/16/2024 | Two Harbors Investment | TWO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/16/2024 | Starwood Property Trust | STWD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2024 | Redwood Trust | RWT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2024 | Claros Mortgage Trust Inc | CMTG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/16/2024 | Apollo Commercial Real Estate Finance | ARI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/16/2024 | Annaly Capital Management | NLY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2024 | AGNC Investment Corp | AGNC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/8/2024 | Navient Corporation | NAVI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/8/2024 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 7/8/2024 | Rocket Cos Inc. | RKT | Maintain | Underweight (N/A) |
|
Details | ||
| 7/8/2024 | OneMain | OMF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/8/2024 | NMI Holdings | NMIH | Maintain | Overweight (N/A) |
|
Details | ||
| 7/8/2024 | Guild Holdings Co. | GHLD | Maintain | Underweight (N/A) |
|
Details | ||
| 7/8/2024 | Essent Group | ESNT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/8/2024 | Discover Financial | DFS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/8/2024 | Capital One Financial | COF | Maintain | Neutral (N/A) |
|
Details | ||
| 7/8/2024 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/8/2024 | Ally Financial | ALLY | Upgrade | Neutral (Underweight) |
40.45 (41.85) |
3.46% | Details | |
| 5/10/2024 | Solar Capital | SLRC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2024 | Rocket Cos Inc. | RKT | Maintain | Underweight (N/A) |
|
Details | ||
| 5/1/2024 | OneMain | OMF | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2024 | NMI Holdings | NMIH | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2024 | Capital One Financial | COF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/25/2024 | Navient Corporation | NAVI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/25/2024 | Blackstone Mortgage Trust | BXMT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/25/2024 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/25/2024 | SLM Corp. | SLM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2024 | AGNC Investment Corp | AGNC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/12/2024 | FS KKR Group | FSK | Maintain | Neutral (N/A) |
|
Details | ||
| 4/10/2024 | Ares Commercial | ACRE | Maintain | Neutral (N/A) |
|
Details | ||
| 4/10/2024 | Arbor Realty Trust | ABR | Maintain | Underweight (N/A) |
|
Details | ||
| 4/10/2024 | Starwood Property Trust | STWD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/10/2024 | Apollo Commercial Real Estate Finance | ARI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/10/2024 | Two Harbors Investment | TWO | Maintain | Neutral (N/A) |
|
Details | ||
| 4/3/2024 | NMI Holdings | NMIH | Maintain | Overweight (N/A) |
|
Details | ||
| 4/3/2024 | Essent Group | ESNT | Downgrade | Neutral (Overweight) |
58.87 (68.09) |
15.66% | Details | |
| 4/3/2024 | Enact Holdings Inc | ACT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/3/2024 | Guild Holdings Co. | GHLD | Downgrade | Underweight (Neutral) |
14.77 (20.01) |
35.48% | Details | |
| 4/3/2024 | OneMain | OMF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/3/2024 | SLM Corp. | SLM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/3/2024 | Navient Corporation | NAVI | Upgrade | Neutral (Underweight) |
17.03 (9.28) |
-45.51% | Details | |
| 4/3/2024 | Ally Financial | ALLY | Downgrade | Underweight (Neutral) |
39.59 (40.45) |
2.17% | Details | |
| 4/3/2024 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/3/2024 | Discover Financial | DFS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/3/2024 | Capital One Financial | COF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/3/2024 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2024 | WhiteHorse Finance | WHF | Maintain | Underweight (N/A) |
|
Details | ||
| 2/29/2024 | Solar Capital | SLRC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/28/2024 | FS KKR Group | FSK | Maintain | Neutral (N/A) |
|
Details | ||
| 2/28/2024 | Carlyle Secured Lending | CGBD | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2024 | Rocket Cos Inc. | RKT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2024 | Ares Commercial | ACRE | Maintain | Neutral (N/A) |
|
Details | ||
| 2/23/2024 | Starwood Property Trust | STWD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2024 | Claros Mortgage Trust Inc | CMTG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/15/2024 | NMI Holdings | NMIH | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2024 | Annaly Capital Management | NLY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2024 | OneMain | OMF | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2024 | KKR Real Estate Financial Trust | KREF | Maintain | Overweight (N/A) |
|
Details | ||
| 2/1/2024 | Navient Corporation | NAVI | Maintain | Underweight (N/A) |
|
Details | ||
| 1/29/2024 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2024 | Capital One Financial | COF | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2024 | Starwood Property Trust | STWD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/22/2024 | Two Harbors Investment | TWO | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2024 | Redwood Trust | RWT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/22/2024 | Claros Mortgage Trust Inc | CMTG | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2024 | Apollo Commercial Real Estate Finance | ARI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2024 | Annaly Capital Management | NLY | Maintain | Overweight (N/A) |
|
Details | ||
| 1/22/2024 | Ally Financial | ALLY | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2024 | AGNC Investment Corp | AGNC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2024 | Discover Financial | DFS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2024 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2024 | OneMain | OMF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/4/2024 | Navient Corporation | NAVI | Maintain | Underweight (N/A) |
|
Details | ||
| 1/4/2024 | Guild Holdings Co. | GHLD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2024 | Discover Financial | DFS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2024 | Ally Financial | ALLY | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2024 | Rocket Cos Inc. | RKT | Downgrade | Underweight (Neutral) |
14.28 (21.24) |
48.74% | Details | |
| 1/4/2024 | SLM Corp. | SLM | Downgrade | Neutral (Overweight) |
19.23 (33.14) |
72.33% | Details | |
| 1/4/2024 | American Express | AXP | Upgrade | Overweight (Neutral) |
188.31 (324.19) |
72.16% | Details | |
| 1/4/2024 | Capital One Financial | COF | Downgrade | Neutral (Overweight) |
132.11 (181.15) |
37.12% | Details | |
| 11/3/2023 | Rocket Cos Inc. | RKT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2023 | TPG RE Finance Trust | TRTX | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2023 | Claros Mortgage Trust Inc | CMTG | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2023 | NMI Holdings | NMIH | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2023 | Arbor Realty Trust | ABR | Maintain | Underweight (N/A) |
|
Details | ||
| 10/27/2023 | SLM Corp. | SLM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2023 | Ares Capital | ARCC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2023 | Two Harbors Investment | TWO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2023 | TPG RE Finance Trust | TRTX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2023 | Starwood Property Trust | STWD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2023 | Blackstone Mortgage Trust | BXMT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2023 | Ares Commercial | ACRE | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2023 | Arbor Realty Trust | ABR | Maintain | Underweight (N/A) |
|
Details | ||
| 10/24/2023 | Apollo Commercial Real Estate Finance | ARI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2023 | Annaly Capital Management | NLY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2023 | AGNC Investment Corp | AGNC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2023 | Solar Capital | SLRC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/20/2023 | Discover Financial | DFS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2023 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2023 | SLM Corp. | SLM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/17/2023 | OneMain | OMF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/17/2023 | Navient Corporation | NAVI | Maintain | Underweight (N/A) |
|
Details | ||
| 10/17/2023 | Discover Financial | DFS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2023 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/17/2023 | American Express | AXP | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2023 | Ally Financial | ALLY | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2023 | Guild Holdings Co. | GHLD | Downgrade | Neutral (Overweight) |
11.94 (20.01) |
67.59% | Details | |
| 10/17/2023 | Oportun Financial Corp | OPRT | Downgrade | Neutral (Overweight) |
6.83 (7.13) |
4.39% | Details | |
| 8/11/2023 | PennantPark Investment | PNNT | Maintain | Neutral (N/A) |
|
Details | ||
| 8/10/2023 | Solar Capital | SLRC | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2023 | Essent Group | ESNT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2023 | TPG RE Finance Trust | TRTX | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2023 | Claros Mortgage Trust Inc | CMTG | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2023 | NMI Holdings | NMIH | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2023 | Apollo Commercial Real Estate Finance | ARI | Upgrade | Neutral (Underweight) |
11.80 (6.81) |
-42.29% | Details | |
| 7/31/2023 | Arbor Realty Trust | ABR | Maintain | Underweight (N/A) |
|
Details | ||
| 7/26/2023 | KKR Real Estate Financial Trust | KREF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2023 | TPG Specialty Lending | TSLX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2023 | PennantPark Investment | PNNT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/26/2023 | Ares Capital | ARCC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2023 | Two Harbors Investment | TWO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2023 | American Capital Agency | AGNC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2023 | TPG RE Finance Trust | TRTX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2023 | Starwood Property Trust | STWD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2023 | KKR Real Estate Financial Trust | KREF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2023 | Claros Mortgage Trust Inc | CMTG | Upgrade | Neutral (Underweight) |
12.39 (1.47) |
-88.14% | Details | |
| 7/24/2023 | Blackstone Mortgage Trust | BXMT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2023 | Apollo Commercial Real Estate Finance | ARI | Maintain | Underweight (N/A) |
|
Details | ||
| 7/24/2023 | Ares Commercial | ACRE | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2023 | Arbor Realty Trust | ABR | Downgrade | Underweight (Neutral) |
16.66 (4.95) |
-70.29% | Details | |
| 7/21/2023 | American Express | AXP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/19/2023 | Ally Financial | ALLY | Maintain | Neutral (N/A) |
|
Details | ||
| 6/26/2023 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2023 | Solar Capital | SLRC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/10/2023 | Guild Holdings Co. | GHLD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2023 | WhiteHorse Finance | WHF | Maintain | Underweight (N/A) |
|
Details | ||
| 5/10/2023 | TPG Specialty Lending | TSLX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2023 | FS KKR Group | FSK | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2023 | Arbor Realty Trust | ABR | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2023 | Enact Holdings Inc | ACT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/4/2023 | TPG RE Finance Trust | TRTX | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2023 | Apollo Commercial Real Estate Finance | ARI | Maintain | Underweight (N/A) |
|
Details | ||
| 4/27/2023 | Navient Corporation | NAVI | Maintain | Underweight (N/A) |
|
Details | ||
| 4/27/2023 | Blackstone Mortgage Trust | BXMT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2023 | KKR Real Estate Financial Trust | KREF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2023 | Ares Capital | ARCC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2023 | Redwood Trust | RWT | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/24/2023 | Two Harbors Investment | TWO | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2023 | Annaly Capital Management | NLY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2023 | American Capital Agency | AGNC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2023 | Claros Mortgage Trust Inc | CMTG | Maintain | Underweight (N/A) |
|
Details | ||
| 4/24/2023 | KKR Real Estate Financial Trust | KREF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2023 | Arbor Realty Trust | ABR | Downgrade | Neutral (Overweight) |
10.93 (4.95) |
-54.71% | Details | |
| 4/24/2023 | Starwood Property Trust | STWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/24/2023 | TPG RE Finance Trust | TRTX | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2023 | Blackstone Mortgage Trust | BXMT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2023 | Apollo Commercial Real Estate Finance | ARI | Maintain | Underweight (N/A) |
|
Details | ||
| 4/24/2023 | Ares Commercial | ACRE | Maintain | Neutral (N/A) |
|
Details | ||
| 4/20/2023 | American Express | AXP | Maintain | Neutral (N/A) |
|
Details | ||
| 4/20/2023 | Discover Financial | DFS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/20/2023 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/17/2023 | NMI Holdings | NMIH | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2023 | Essent Group | ESNT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2023 | Enact Holdings Inc | ACT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/17/2023 | Rocket Cos Inc. | RKT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/17/2023 | Guild Holdings Co. | GHLD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2023 | Oportun Financial Corp | OPRT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2023 | OneMain | OMF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2023 | Navient Corporation | NAVI | Maintain | Underweight (N/A) |
|
Details | ||
| 4/17/2023 | Ally Financial | ALLY | Maintain | Neutral (N/A) |
|
Details | ||
| 4/17/2023 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/17/2023 | Discover Financial | DFS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/17/2023 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2023 | American Express | AXP | Maintain | Neutral (N/A) |
|
Details | ||
| 4/17/2023 | SLM Corp. | SLM | Upgrade | Overweight (Neutral) |
13.75 (25.77) |
87.42% | Details | |
| 3/8/2023 | American Capital Agency | AGNC | Upgrade | Overweight (Neutral) |
10.72 (10.60) |
-1.12% | Details | |
| 3/1/2023 | TCG BDC, Inc. | CGBD | Maintain | Neutral (N/A) |
|
Details | ||
| 2/28/2023 | Rocket Cos Inc. | RKT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2023 | TPG RE Finance Trust | TRTX | Maintain | Neutral (N/A) |
|
Details | ||
| 2/21/2023 | TPG Specialty Lending | TSLX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/21/2023 | Claros Mortgage Trust Inc | CMTG | Maintain | Underweight (N/A) |
|
Details | ||
| 2/21/2023 | Arbor Realty Trust | ABR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2023 | NMI Holdings | NMIH | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2023 | OneMain | OMF | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2023 | SLM Corp. | SLM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2023 | Starwood Property Trust | STWD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2023 | KKR Real Estate Financial Trust | KREF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2023 | Claros Mortgage Trust Inc | CMTG | Maintain | Underweight (N/A) |
|
Details | ||
| 1/30/2023 | Blackstone Mortgage Trust | BXMT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2023 | Ares Commercial | ACRE | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2023 | Arbor Realty Trust | ABR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2023 | Redwood Trust | RWT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2023 | Apollo Commercial Real Estate Finance | ARI | Maintain | Underweight (N/A) |
|
Details | ||
| 1/30/2023 | American Express | AXP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2023 | AGNC Investment Corp | AGNC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2023 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2023 | Ally Financial | ALLY | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2023 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2023 | NMI Holdings | NMIH | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2023 | Essent Group | ESNT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2023 | Enact Holdings Inc | ACT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2023 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2023 | American Express | AXP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2023 | Ally Financial | ALLY | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2023 | SLM Corp. | SLM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2023 | Navient Corporation | NAVI | Maintain | Underweight (N/A) |
|
Details | ||
| 1/10/2023 | Guild Holdings Co. | GHLD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2022 | PennantPark Investment | PNNT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/11/2022 | Claros Mortgage Trust Inc | CMTG | Maintain | Underweight (N/A) |
|
Details | ||
| 11/10/2022 | Starwood Property Trust | STWD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2022 | FS KKR Group | FSK | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2022 | Solar Capital | SLRC | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2022 | Rocket Cos Inc. | RKT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2022 | Guild Holdings Co. | GHLD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2022 | TPG RE Finance Trust | TRTX | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2022 | Enact Holdings Inc | ACT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2022 | Annaly Capital Management | NLY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2022 | SLM Corp. | SLM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/26/2022 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2022 | TPG RE Finance Trust | TRTX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2022 | Starwood Property Trust | STWD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | KKR Real Estate Financial Trust | KREF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | Claros Mortgage Trust Inc | CMTG | Maintain | Underweight (N/A) |
|
Details | ||
| 10/24/2022 | Blackstone Mortgage Trust | BXMT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2022 | Ares Commercial | ACRE | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2022 | Arbor Realty Trust | ABR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | Apollo Commercial Real Estate Finance | ARI | Maintain | Underweight (N/A) |
|
Details | ||
| 10/18/2022 | Guild Holdings Co. | GHLD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2022 | Rocket Cos Inc. | RKT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2022 | Enact Holdings Inc | ACT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2022 | Essent Group | ESNT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2022 | Ally Financial | ALLY | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2022 | Oportun Financial Corp | OPRT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2022 | OneMain | OMF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2022 | Discover Financial | DFS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2022 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2022 | American Express | AXP | Maintain | Neutral (N/A) |
|
Details | ||
| 10/13/2022 | Redwood Trust | RWT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/13/2022 | Annaly Capital Management | NLY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/13/2022 | American Capital Agency | AGNC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/7/2022 | Rocket Cos Inc. | RKT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/6/2022 | Arbor Realty Trust | ABR | Maintain | Overweight (N/A) |
|
Details | ||
| 9/6/2022 | Apollo Commercial Real Estate Finance | ARI | Downgrade | Underweight (Neutral) |
11.37 (6.81) |
-40.11% | Details | |
| 9/6/2022 | Annaly Capital Management | NLY | Maintain | Overweight (N/A) |
|
Details | ||
| 9/6/2022 | American Capital Agency | AGNC | Maintain | Neutral (N/A) |
|
Details | ||
| 9/6/2022 | PennantPark Investment | PNNT | Maintain | Neutral (N/A) |
|
Details | ||
| 9/6/2022 | TPG Specialty Lending | TSLX | Maintain | Overweight (N/A) |
|
Details | ||
| 9/6/2022 | WhiteHorse Finance | WHF | Downgrade | Underweight (Neutral) |
14.40 (7.02) |
-51.25% | Details | |
| 9/6/2022 | TCG BDC, Inc. | CGBD | Downgrade | Neutral (Overweight) |
14.11 (11.55) |
-18.14% | Details | |
| 9/6/2022 | Redwood Trust | RWT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/6/2022 | TPG RE Finance Trust | TRTX | Maintain | Neutral (N/A) |
|
Details | ||
| 9/6/2022 | FS KKR Group | FSK | Maintain | Neutral (N/A) |
|
Details | ||
| 9/6/2022 | Claros Mortgage Trust Inc | CMTG | Downgrade | Underweight (Neutral) |
16.70 (1.47) |
-91.2% | Details | |
| 9/6/2022 | Blackstone Mortgage Trust | BXMT | Maintain | Neutral (N/A) |
|
Details | ||
| 9/6/2022 | Rocket Cos Inc. | RKT | Downgrade | Neutral (Overweight) |
7.62 (13.03) |
71% | Details | |
| 9/6/2022 | Ares Commercial | ACRE | Maintain | Neutral (N/A) |
|
Details | ||
| 9/6/2022 | Guild Holdings Co. | GHLD | Maintain | Overweight (N/A) |
|
Details | ||
| 9/6/2022 | Enact Holdings Inc | ACT | Downgrade | Neutral (Overweight) |
24.68 (48.43) |
96.23% | Details | |
| 9/6/2022 | SLM Corp. | SLM | Maintain | Neutral (N/A) |
|
Details | ||
| 9/6/2022 | Navient Corporation | NAVI | Maintain | Underweight (N/A) |
|
Details | ||
| 9/6/2022 | Ally Financial | ALLY | Maintain | Neutral (N/A) |
|
Details | ||
| 9/6/2022 | Oportun Financial Corp | OPRT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/6/2022 | OneMain | OMF | Maintain | Overweight (N/A) |
|
Details | ||
| 9/6/2022 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 9/6/2022 | Discover Financial | DFS | Downgrade | Neutral (Overweight) |
100.04 (200.05) |
99.97% | Details | |
| 9/6/2022 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 9/6/2022 | American Express | AXP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/22/2022 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 5/13/2022 | Redwood Trust | RWT | New Coverage | Overweight (N/A) |
9.61 (4.42) |
-54.01% | Details | |
| 4/28/2022 | Discover Financial | DFS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/27/2022 | Ares Capital | ARCC | Upgrade | Overweight (Neutral) |
19.80 (19.91) |
0.56% | Details | |
| 4/26/2022 | KKR Real Estate Financial Trust | KREF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2022 | TPG RE Finance Trust | TRTX | Maintain | Neutral (N/A) |
|
Details | ||
| 4/25/2022 | Two Harbors Investment | TWO | Maintain | Neutral (N/A) |
|
Details | ||
| 4/25/2022 | Claros Mortgage Trust Inc | CMTG | Downgrade | Neutral (Overweight) |
19.06 (1.47) |
-92.29% | Details | |
| 4/25/2022 | Ares Commercial | ACRE | Maintain | Neutral (N/A) |
|
Details | ||
| 4/25/2022 | Apollo Commercial Real Estate Finance | ARI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/25/2022 | Annaly Capital Management | NLY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2022 | American Capital Agency | AGNC | Downgrade | Neutral (Overweight) |
11.87 (10.60) |
-10.7% | Details | |
| 4/18/2022 | Ally Financial | ALLY | Maintain | Neutral (N/A) |
|
Details | ||
| 4/11/2022 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/11/2022 | SLM Corp. | SLM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/11/2022 | Rocket Cos Inc. | RKT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/11/2022 | Oportun Financial Corp | OPRT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/11/2022 | OneMain | OMF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/11/2022 | NMI Holdings | NMIH | Maintain | Overweight (N/A) |
|
Details | ||
| 4/11/2022 | Navient Corporation | NAVI | Downgrade | Underweight (Neutral) |
16.49 (9.28) |
-43.72% | Details | |
| 4/11/2022 | Guild Holdings Co. | GHLD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/11/2022 | Essent Group | ESNT | Upgrade | Overweight (Neutral) |
40.14 (68.09) |
69.63% | Details | |
| 4/11/2022 | Discover Financial | DFS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/11/2022 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/11/2022 | American Express | AXP | Maintain | Neutral (Overweight) |
|
Details | ||
| 4/11/2022 | Ally Financial | ALLY | Maintain | Neutral (N/A) |
|
Details | ||
| 3/11/2022 | Guild Holdings Co. | GHLD | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2022 | WhiteHorse Finance | WHF | Maintain | Neutral (N/A) |
|
Details | ||
| 3/3/2022 | Solar Capital | SLRC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/25/2022 | Oportun Financial Corp | OPRT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2022 | Rocket Cos Inc. | RKT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2022 | Ares Commercial | ACRE | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2022 | Claros Mortgage Trust Inc | CMTG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2022 | Starwood Property Trust | STWD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2022 | Arbor Realty Trust | ABR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2022 | Apollo Commercial Real Estate Finance | ARI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2022 | Navient Corporation | NAVI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2022 | First Horizon National | FHN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2022 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 1/19/2022 | OneMain | OMF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2022 | Guild Holdings Co. | GHLD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2022 | Discover Financial | DFS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2022 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2022 | SLM Corp. | SLM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/19/2022 | NMI Holdings | NMIH | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2022 | Navient Corporation | NAVI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/19/2022 | Essent Group | ESNT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/19/2022 | Oportun Financial Corp | OPRT | Upgrade | Overweight (Neutral) |
19.27 (7.13) |
-63% | Details | |
| 1/19/2022 | Rocket Cos Inc. | RKT | Upgrade | Overweight (Neutral) |
13.42 (13.03) |
-2.91% | Details | |
| 1/19/2022 | Ally Financial | ALLY | Downgrade | Neutral (Overweight) |
52.64 (41.85) |
-20.5% | Details | |
| 1/19/2022 | Home Point Capital Inc. | HMPT | Downgrade | Underweight (Neutral) |
4.89 (2.32) |
-52.56% | Details | |
| 12/15/2021 | First Horizon National | FHN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/29/2021 | Claros Mortgage Trust Inc | CMTG | New Coverage | Overweight (N/A) |
17.04 (1.47) |
-91.37% | Details | |
| 11/19/2021 | PennantPark Investment | PNNT | Upgrade | Neutral (Underweight) |
6.89 (3.73) |
-45.86% | Details | |
| 11/11/2021 | Guild Holdings Co. | GHLD | Upgrade | Overweight (Neutral) |
13.90 (20.01) |
43.96% | Details | |
| 11/10/2021 | Starwood Property Trust | STWD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2021 | Arbor Realty Trust | ABR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2021 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2021 | Ares Capital | ARCC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/20/2021 | Synchrony Financial | SYF | Maintain | Neutral (Overweight) |
|
Details | ||
| 8/10/2021 | WhiteHorse Finance | WHF | Upgrade | Neutral (Underweight) |
15.85 (7.02) |
-55.71% | Details | |
| 8/5/2021 | Starwood Property Trust | STWD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2021 | Solar Capital | SLRC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/26/2021 | American Capital Agency | AGNC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2021 | KKR Real Estate Financial Trust | KREF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2021 | Apollo Commercial Real Estate Finance | ARI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/26/2021 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2021 | Rocket Cos Inc. | RKT | Maintain | Underweight (N/A) |
|
Details | ||
| 7/19/2021 | Home Point Capital Inc. | HMPT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2021 | First Horizon National | FHN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2021 | Essent Group | ESNT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/19/2021 | Synchrony Financial | SYF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2021 | SLM Corp. | SLM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/19/2021 | Ozon Holdings | OZON | Maintain | Neutral (N/A) |
|
Details | ||
| 7/19/2021 | Oportun Financial Corp | OPRT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/19/2021 | OneMain | OMF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2021 | NMI Holdings | NMIH | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2021 | Navient Corporation | NAVI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/19/2021 | Discover Financial | DFS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2021 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2021 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2021 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2021 | TPG RE Finance Trust | TRTX | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2021 | Rocket Cos Inc. | RKT | Maintain | Underweight (N/A) |
|
Details | ||
| 5/6/2021 | TPG Specialty Lending | TSLX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2021 | Two Harbors Investment | TWO | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2021 | TPG RE Finance Trust | TRTX | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2021 | Starwood Property Trust | STWD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/27/2021 | Ladder Capital | LADR | Maintain | Underweight (N/A) |
|
Details | ||
| 4/27/2021 | KKR Real Estate Financial Trust | KREF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/27/2021 | Granite Point Mortgage Trust | GPMT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2021 | Ares Commercial | ACRE | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2021 | Arbor Realty Trust | ABR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/27/2021 | WhiteHorse Finance | WHF | Downgrade | Underweight (Neutral) |
15.88 (7.02) |
-55.79% | Details | |
| 4/26/2021 | Blackstone Mortgage Trust | BXMT | Downgrade | Neutral (Overweight) |
32.26 (19.97) |
-38.1% | Details | |
| 2/26/2021 | Solar Capital | SLRC | Downgrade | Neutral (Overweight) |
19.21 (12.65) |
-34.15% | Details | |
| 2/23/2021 | Home Point Capital Inc | HMPT | New Coverage | Overweight (N/A) |
12.00 (2.32) |
-80.67% | Details | |
| 2/9/2021 | Granite Point Mortgage Trust | GPMT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2021 | Ladder Capital | LADR | Downgrade | Underweight (Neutral) |
10.44 (9.69) |
-7.18% | Details | |
| 2/9/2021 | KKR Real Estate Financial Trust | KREF | Upgrade | Overweight (Neutral) |
17.97 (7.45) |
-58.54% | Details | |
| 2/9/2021 | Arbor Realty Trust | ABR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2021 | Synchrony Financial | SYF | Upgrade | Overweight (Neutral) |
38.91 (76.62) |
96.92% | Details | |
| 1/19/2021 | Santander Consumer USA Holdings Inc. | SC | Maintain | Underweight (Neutral) |
|
Details | ||
| 1/19/2021 | SLM Corp. | SLM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/19/2021 | Rocket Cos Inc. | RKT | Downgrade | Underweight (Overweight) |
20.16 (13.03) |
-35.37% | Details | |
| 1/19/2021 | Oportun Financial Corp | OPRT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/19/2021 | OneMain | OMF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2021 | NMI Holdings | NMIH | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2021 | Navient Corporation | NAVI | Downgrade | Neutral (Overweight) |
12.11 (9.28) |
-23.37% | Details | |
| 1/19/2021 | Guild Holdings Co. | GHLD | Downgrade | Neutral (Overweight) |
17.00 (20.01) |
17.71% | Details | |
| 1/19/2021 | Essent Group | ESNT | Downgrade | Neutral (Overweight) |
48.47 (68.09) |
40.48% | Details | |
| 1/19/2021 | Discover Financial | DFS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2021 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2021 | American Express | AXP | Upgrade | Overweight (Underweight) |
123.78 (324.19) |
161.91% | Details | |
| 1/19/2021 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 12/10/2020 | Ares Capital | ARCC | Downgrade | Neutral (Overweight) |
17.21 (19.80) |
15.05% | Details | |
| 11/25/2020 | Rocket Cos Inc. | RKT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2020 | Two Harbors Investment | TWO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/20/2020 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/9/2020 | Rocket Cos Inc. | RKT | Upgrade | Overweight (Neutral) |
21.70 (13.03) |
-39.95% | Details | |
| 8/31/2020 | Rocket Cos Inc. | RKT | New Coverage | Neutral (N/A) |
27.10 (13.03) |
-51.92% | Details | |
| 8/3/2020 | WhiteHorse Finance | WHF | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2020 | TPG Specialty Lending | TSLX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2020 | FS KKR Group | FSK | Downgrade | Neutral (Overweight) |
15.89 (12.27) |
-22.78% | Details | |
| 8/3/2020 | FS KKR Capital Corp. | FSKR | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2020 | TCG BDC, Inc. | CGBD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2020 | Ares Capital | ARCC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2020 | KKR Real Estate Financial Trust | KREF | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2020 | Apollo Commercial Real Estate Finance | ARI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2020 | Annaly Capital Management | NLY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2020 | American Capital Agency | AGNC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2020 | Synchrony Financial | SYF | Downgrade | Neutral (Overweight) |
22.69 (76.62) |
237.68% | Details | |
| 7/15/2020 | Santander Consumer USA Holdings Inc. | SC | Downgrade | Underweight (Neutral) |
18.01 (41.60) |
130.98% | Details | |
| 7/15/2020 | SLM Corp. | SLM | Downgrade | Neutral (Overweight) |
6.89 (25.77) |
274.02% | Details | |
| 7/15/2020 | Oportun Financial Corp | OPRT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/15/2020 | OneMain | OMF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2020 | NMI Holdings | NMIH | Upgrade | Overweight (Neutral) |
14.15 (44.27) |
212.86% | Details | |
| 7/15/2020 | Navient Corporation | NAVI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2020 | Essent Group | ESNT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2020 | Discover Financial | DFS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2020 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2020 | American Express | AXP | Downgrade | Underweight (Neutral) |
93.56 (324.19) |
246.5% | Details | |
| 7/15/2020 | Ally Financial | ALLY | Upgrade | Overweight (Neutral) |
20.52 (41.85) |
103.95% | Details | |
| 7/13/2020 | FS KKR Capital Corp. | FSKR | New Coverage | Neutral (N/A) |
12.25 (21.56) |
76% | Details | |
| 2/18/2020 | Essent Group | ESNT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2020 | NMI Holdings | NMIH | Downgrade | Neutral (Overweight) |
35.57 (44.27) |
24.46% | Details | |
| 2/3/2020 | TPG Specialty Lending | TSLX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2020 | TCG BDC, Inc. | CGBD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2020 | FS KKR Group | FSK | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2020 | Apollo Investment | AINV | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2020 | WhiteHorse Finance | WHF | Upgrade | Neutral (Underweight) |
13.95 (7.02) |
-49.68% | Details | |
| 2/3/2020 | Solar Capital | SLRC | Upgrade | Overweight (Neutral) |
20.67 (12.65) |
-38.8% | Details | |
| 1/29/2020 | Arbor Realty Trust | ABR | Upgrade | Neutral (Underweight) |
14.64 (4.95) |
-66.19% | Details | |
| 1/29/2020 | Blackstone Mortgage Trust | BXMT | Upgrade | Overweight (Neutral) |
37.74 (13.81) |
-63.41% | Details | |
| 1/17/2020 | Synchrony Financial | SYF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2020 | Santander Consumer USA Holdings Inc. | SC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/17/2020 | SLM Corp. | SLM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2020 | Oportun Financial Corp | OPRT | Downgrade | Neutral (Overweight) |
22.95 (7.13) |
-68.93% | Details | |
| 1/17/2020 | OneMain | OMF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2020 | Navient Corporation | NAVI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2020 | Essent Group | ESNT | Upgrade | Overweight (Neutral) |
50.64 (68.09) |
34.46% | Details | |
| 1/17/2020 | Discover Financial | DFS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2020 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2020 | American Express | AXP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/17/2020 | Ally Financial | ALLY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/25/2019 | NMI Holdings | NMIH | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2019 | OneMain | OMF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2019 | TPG Specialty Lending | TSLX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2019 | PennantPark Investment | PNNT | Downgrade | Underweight (Neutral) |
6.18 (3.73) |
-39.64% | Details | |
| 10/29/2019 | BlackRock Capital Investment Corporation | BKCC | Maintain | Underweight (N/A) |
|
Details | ||
| 10/29/2019 | Apollo Investment | AINV | Maintain | Neutral (N/A) |
|
Details | ||
| 10/22/2019 | Apollo Commercial Real Estate Finance | ARI | Downgrade | Neutral (Overweight) |
19.03 (6.81) |
-64.21% | Details | |
| 10/21/2019 | Oportun Financial Corp | OPRT | New Coverage | Overweight (N/A) |
16.10 (7.13) |
-55.71% | Details | |
| 10/8/2019 | American Express | AXP | Maintain | Neutral (N/A) |
|
Details | ||
| 10/8/2019 | Synchrony Financial | SYF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2019 | Santander Consumer USA Holdings Inc. | SC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/8/2019 | SLM Corp. | SLM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2019 | OneMain | OMF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2019 | Navient Corporation | NAVI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2019 | Discover Financial | DFS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2019 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2019 | American Express | AXP | Maintain | Neutral (N/A) |
|
Details | ||
| 10/8/2019 | Ally Financial | ALLY | Downgrade | Neutral (Overweight) |
31.80 (41.85) |
31.6% | Details | |
| 7/16/2019 | OneMain | OMF | Upgrade | Overweight (Neutral) |
34.59 (61.11) |
76.67% | Details | |
| 4/25/2019 | Navient Corporation | NAVI | Upgrade | Overweight (Neutral) |
12.43 (9.28) |
-25.34% | Details | |
| 4/22/2019 | Ally Financial | ALLY | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/16/2019 | Santander Consumer USA Holdings Inc. | SC | Upgrade | Neutral (Underweight) |
22.40 (41.60) |
85.71% | Details | |
| 1/25/2019 | SLM Corp. | SLM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2019 | WhiteHorse Finance | WHF | Downgrade | Underweight (Neutral) |
13.78 (7.02) |
-49.06% | Details | |
| 1/16/2019 | PennantPark Investment | PNNT | Downgrade | Neutral (Overweight) |
6.96 (3.73) |
-46.41% | Details | |
| 1/16/2019 | KKR Real Estate Financial Trust | KREF | Upgrade | Neutral (Underweight) |
20.02 (7.45) |
-62.79% | Details | |
| 1/16/2019 | Navient Corporation | NAVI | Upgrade | Neutral (Underweight) |
10.41 (12.43) |
19.4% | Details | |
| 1/16/2019 | Annaly Capital Management | NLY | Upgrade | Overweight (Neutral) |
10.04 (22.62) |
125.3% | Details | |
| 1/16/2019 | OneMain | OMF | Upgrade | Neutral (Underweight) |
27.51 (34.59) |
25.74% | Details | |
| 1/16/2019 | Granite Point Mortgage Trust | GPMT | Downgrade | Neutral (Overweight) |
19.00 (1.01) |
-94.68% | Details | |
| 1/16/2019 | TCG BDC, Inc. | CGBD | Upgrade | Overweight (Neutral) |
14.46 (11.55) |
-20.12% | Details | |
| 1/16/2019 | Apollo Commercial Real Estate Finance | ARI | Upgrade | Overweight (Neutral) |
17.42 (6.81) |
-60.91% | Details | |
| 1/16/2019 | Santander Consumer USA Holdings Inc. | SC | Downgrade | Underweight (Neutral) |
19.22 (22.40) |
16.55% | Details | |
| 12/20/2018 | Ally Financial | ALLY | Upgrade | Overweight (Neutral) |
22.93 (41.85) |
82.51% | Details | |
| 12/20/2018 | American Capital Agency | AGNC | Upgrade | Overweight (Neutral) |
17.76 (10.60) |
-40.32% | Details | |
| 12/11/2018 | NMI Holdings | NMIH | New Coverage | Overweight (N/A) |
18.28 (35.57) |
94.58% | Details | |
| 10/2/2018 | Discover Financial | DFS | Upgrade | Overweight (Neutral) |
76.45 (200.05) |
161.67% | Details | |
| 9/21/2018 | Starwood Property Trust | STWD | New Coverage | Overweight (N/A) |
21.78 (15.53) |
-28.7% | Details |
