Ratings by Keefe, Bruyette & Woods (Sanjay Sakhrani)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/20/2026 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/17/2026 | Nayax | NYAX | Upgrade | Outperform (Market Perform) |
53.49 (46.52) |
-13.03% | Details | |
| 8/14/2026 | Nayax | NYAX | Upgrade | Outperform (Market Perform) |
53.49 (46.52) |
-13.03% | Details | |
| 8/6/2026 | Corpay | CPAY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2026 | Chime Financial | CHYM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2026 | Toast Inc. | TOST | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/5/2026 | Marqeta Inc. | MQ | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/5/2026 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2026 | Western Union Co. | WU | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/31/2026 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2026 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2026 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 6/16/2026 | Payoneer | PAYO | Downgrade | Market Perform (Outperform) |
6.75 (7.11) |
5.33% | Details | |
| 6/10/2026 | Bread Financial Holdings | BFH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2026 | Nayax | NYAX | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/12/2026 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/11/2026 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2026 | Shift4 Payments | FOUR | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/24/2026 | Bread Financial Holdings | BFH | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2026 | Nayax | NYAX | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/27/2026 | Payoneer | PAYO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2026 | Shift4 Payments | FOUR | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/20/2026 | Klarna | KLAR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2026 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/4/2026 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/2/2026 | Western Union Co. | WU | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/2/2026 | Synchrony Financial | SYF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/2/2026 | Pagaya Tech | PGY | Maintain | Outperform (N/A) |
|
Details | ||
| 1/2/2026 | Nayax | NYAX | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/2/2026 | Marqeta Inc. | MQ | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/2/2026 | Klarna | KLAR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/2/2026 | Shift4 Payments | FOUR | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/2/2026 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/2/2026 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/2/2026 | Bread Financial Holdings | BFH | Maintain | Outperform (N/A) |
|
Details | ||
| 12/10/2025 | SLM Corp. | SLM | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/8/2025 | Jack Henry | JKHY | Upgrade | Outperform (Market Perform) |
180.34 (166.20) |
-7.84% | Details | |
| 11/20/2025 | Nayax | NYAX | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/10/2025 | Shift4 Payments | FOUR | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/7/2025 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/29/2025 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/6/2025 | Klarna | KLAR | New Coverage | Outperform (N/A) |
40.74 (14.33) |
-64.83% | Details | |
| 10/1/2025 | Western Union Co. | WU | Maintain | (N/A) |
|
Details | ||
| 10/1/2025 | Toast Inc. | TOST | Maintain | (N/A) |
|
Details | ||
| 10/1/2025 | Marqeta Inc. | MQ | Maintain | (N/A) |
|
Details | ||
| 10/1/2025 | Jack Henry | JKHY | Maintain | (N/A) |
|
Details | ||
| 10/1/2025 | Shift4 Payments | FOUR | Maintain | (N/A) |
|
Details | ||
| 10/1/2025 | Fidelity National Information Services | FIS | Maintain | (N/A) |
|
Details | ||
| 10/1/2025 | Euronet Worldwide | EEFT | Maintain | (N/A) |
|
Details | ||
| 10/1/2025 | Corpay | CPAY | Maintain | (N/A) |
|
Details | ||
| 10/1/2025 | Chime Financial | CHYM | Maintain | (N/A) |
|
Details | ||
| 10/1/2025 | Bill.com Holdings Inc. | BILL | Maintain | (N/A) |
|
Details | ||
| 10/1/2025 | Synchrony Financial | SYF | Maintain | Outperform (N/A) |
|
Details | ||
| 10/1/2025 | SLM Corp. | SLM | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/1/2025 | Navient Corporation | NAVI | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/1/2025 | Bread Financial Holdings | BFH | Maintain | Outperform (N/A) |
|
Details | ||
| 10/1/2025 | American Express | AXP | Maintain | Outperform (N/A) |
|
Details | ||
| 10/1/2025 | Ally Financial | ALLY | Maintain | Outperform (N/A) |
|
Details | ||
| 9/19/2025 | American Express | AXP | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2025 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/12/2025 | Repay | RPAY | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/8/2025 | Block Inc. | XYZ | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | Pagaya Tech | PGY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2025 | Shift4 Payments | FOUR | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/30/2025 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2025 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/9/2025 | Block Inc. | XYZ | Maintain | Outperform (N/A) |
|
Details | ||
| 7/9/2025 | Repay | RPAY | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/9/2025 | Nayax | NYAX | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/9/2025 | Marqeta Inc. | MQ | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/9/2025 | Global Payments | GPN | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/9/2025 | Shift4 Payments | FOUR | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/9/2025 | SLM Corp. | SLM | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/9/2025 | Pagaya Tech | PGY | Maintain | Outperform (N/A) |
|
Details | ||
| 7/9/2025 | Regional Management | RM | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/9/2025 | Navient Corporation | NAVI | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/9/2025 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 7/9/2025 | American Express | AXP | Maintain | Outperform (N/A) |
|
Details | ||
| 7/8/2025 | Chime Financial | CHYM | New Coverage | Outperform (N/A) |
31.32 (32.78) |
4.66% | Details | |
| 6/26/2025 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/17/2025 | American Express | AXP | Maintain | Outperform (N/A) |
|
Details | ||
| 6/11/2025 | Corpay | CPAY | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2025 | Shift4 Payments | FOUR | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/3/2025 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/27/2025 | Corpay | CPAY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2025 | Marqeta Inc. | MQ | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/19/2025 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2025 | Nayax | NYAX | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/13/2025 | Repay | RPAY | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/8/2025 | Marqeta Inc. | MQ | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/8/2025 | Payoneer | PAYO | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/17/2025 | Global Payments | GPN | Downgrade | Market Perform (Outperform) |
84.12 (93.49) |
11.14% | Details | |
| 4/10/2025 | American Express | AXP | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2025 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 3/18/2025 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2025 | Discover Financial | DFS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2025 | Nayax | NYAX | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/5/2025 | Nayax | NYAX | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/28/2025 | Payoneer | PAYO | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/26/2025 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2025 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2025 | Shift4 Payments | FOUR | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/19/2025 | Regional Management | RM | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/7/2025 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/7/2025 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2025 | Corpay | CPAY | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2025 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2025 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2025 | American Express | AXP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2025 | Repay | RPAY | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/6/2025 | Block Inc. | SQ | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/6/2025 | Payoneer | PAYO | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/6/2025 | Nayax | NYAX | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/6/2025 | Marqeta Inc. | MQ | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/6/2025 | Corpay | CPAY | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2025 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/6/2025 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 12/24/2024 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 12/24/2024 | Discover Financial | DFS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2024 | Ally Financial | ALLY | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2024 | Synchrony Financial | SYF | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2024 | Brighthouse Financial, Inc. | BHF | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2024 | Discover Financial | DFS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2024 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2024 | American Express | AXP | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2024 | Nayax | NYAX | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/9/2024 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2024 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2024 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2024 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2024 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2024 | Corpay | CPAY | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2024 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/9/2024 | Shift4 Payments | FOUR | Downgrade | Market Perform (Outperform) |
101.95 (47.93) |
-52.99% | Details | |
| 12/9/2024 | Payoneer | PAYO | Downgrade | Market Perform (Outperform) |
10.79 (7.11) |
-34.11% | Details | |
| 12/9/2024 | SLM Corp. | SLM | Downgrade | Market Perform (Outperform) |
26.27 (26.46) |
0.72% | Details | |
| 12/5/2024 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2024 | Synchrony Financial | SYF | Maintain | Outperform (N/A) |
|
Details | ||
| 6/17/2024 | Pagaya Tech | PGY | New Coverage | Outperform (N/A) |
12.40 (21.68) |
74.84% | Details | |
| 6/13/2024 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2024 | Bread Financial Holdings | BFH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2024 | Bread Financial Holdings | BFH | Upgrade | Outperform (Market Perform) |
38.38 (105.91) |
175.95% | Details | |
| 5/2/2024 | Synchrony Financial | SYF | Upgrade | Outperform (Market Perform) |
43.96 (79.47) |
80.78% | Details | |
| 4/30/2024 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/18/2024 | Discover Financial | DFS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/2/2024 | Nuvei Corp. | NVEI | Downgrade | Market Perform (Outperform) |
31.62 (33.99) |
7.5% | Details | |
| 3/14/2024 | Oportun Financial Corp | OPRT | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/3/2023 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2023 | Bill.com Holdings Inc. | BILL | Downgrade | Market Perform (Outperform) |
115.03 (47.82) |
-58.43% | Details | |
| 3/17/2023 | Bread Financial Holdings | BFH | Downgrade | Market Perform (N/A) |
31.02 (105.91) |
241.42% | Details | |
| 3/17/2023 | Synchrony Financial | SYF | Downgrade | Market Perform (Outperform) |
28.90 (79.47) |
174.98% | Details | |
| 3/14/2023 | Oportun Financial Corp | OPRT | Maintain | Market Perform (Outperform) |
|
Details | ||
| 10/19/2022 | Ally Financial | ALLY | Maintain | Outperform (N/A) |
|
Details | ||
| 9/28/2022 | BTRS Holdings Inc. | BTRS | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/10/2022 | Repay | RPAY | Downgrade | Market Perform (Outperform) |
13.59 (4.01) |
-70.49% | Details | |
| 3/10/2022 | Marqeta Inc. | MQ | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/7/2022 | Bill.com Holdings Inc. | BILL | New Coverage | Outperform (N/A) |
202.29 (47.82) |
-76.36% | Details | |
| 1/7/2022 | BTRS Holdings Inc. | BTRS | New Coverage | Market Perform (N/A) |
7.09 (9.49) |
33.85% | Details | |
| 1/6/2022 | Marqeta Inc. | MQ | New Coverage | Market Perform (N/A) |
15.63 (16.36) |
4.67% | Details | |
| 7/21/2021 | Payoneer | PAYO | New Coverage | Outperform (N/A) |
9.33 (7.11) |
-23.79% | Details | |
| 7/6/2021 | Navient Corporation | NAVI | Downgrade | Market Perform (Outperform) |
19.47 (9.45) |
-51.46% | Details | |
| 12/17/2019 | Repay | RPAY | New Coverage | Outperform (N/A) |
14.96 (4.01) |
-73.2% | Details | |
| 10/21/2019 | Oportun Financial | OPRT | New Coverage | Market Perform (N/A) |
16.10 (7.50) |
-53.42% | Details |
