Ratings by Evercore ISI (Thomas Gallagher)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/13/2026 | Sun Life Financial | SLF | Downgrade | In Line (Outperform) |
80.29 (81.78) |
1.86% | Details | |
| 7/6/2026 | Unum Group | UNM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2026 | CNO Financial Group | CNO | Upgrade | In Line (Underperform) |
46.22 (53.59) |
15.95% | Details | |
| 6/1/2026 | CNO Financial Group | CNO | Upgrade | In Line (Underperform) |
46.22 (46.22) |
0% | Details | |
| 5/12/2026 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 5/11/2026 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2026 | AFLAC | AFL | Maintain | Underperform (N/A) |
|
Details | ||
| 4/24/2026 | Principal Financial Group | PFG | Maintain | In Line (N/A) |
|
Details | ||
| 4/22/2026 | Prudential Financial | PRU | Maintain | In Line (N/A) |
|
Details | ||
| 4/9/2026 | MetLife | MET | Maintain | In Line (N/A) |
|
Details | ||
| 4/9/2026 | Equitable Holdings Inc | EQH | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2026 | Prudential Financial | PRU | Maintain | In Line (N/A) |
|
Details | ||
| 2/18/2026 | Equitable Holdings Inc | EQH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2026 | Globe Life | GL | Maintain | In Line (N/A) |
|
Details | ||
| 2/18/2026 | CNO Financial Group | CNO | Maintain | Underperform (N/A) |
|
Details | ||
| 2/10/2026 | MetLife | MET | Maintain | In Line (N/A) |
|
Details | ||
| 2/10/2026 | Corebridge Financial | CRBG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2026 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2026 | Prudential Financial | PRU | Maintain | In Line (N/A) |
|
Details | ||
| 1/12/2026 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2026 | Unum Group | UNM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2026 | Reinsurance Group of America | RGA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2026 | Principal Financial Group | PFG | Maintain | In Line (N/A) |
|
Details | ||
| 1/12/2026 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 1/12/2026 | Equitable Holdings Inc | EQH | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2026 | Corebridge Financial | CRBG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2026 | Brighthouse Financial, Inc. | BHF | Maintain | In Line (N/A) |
|
Details | ||
| 1/12/2026 | Ameriprise Financial | AMP | Maintain | In Line (N/A) |
|
Details | ||
| 1/12/2026 | AFLAC | AFL | Maintain | Underperform (N/A) |
|
Details | ||
| 1/12/2026 | Jackson Financial inc. | JXN | Downgrade | Underperform (In Line) |
117.28 (125.66) |
7.15% | Details | |
| 1/12/2026 | Globe Life | GL | Upgrade | Outperform (Underperform) |
142.47 (184.76) |
29.68% | Details | |
| 1/6/2026 | Unum Group | UNM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2026 | Reinsurance Group of America | RGA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2026 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2026 | Principal Financial Group | PFG | Maintain | In Line (N/A) |
|
Details | ||
| 1/6/2026 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 1/6/2026 | Equitable Holdings Inc | EQH | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2026 | Corebridge Financial | CRBG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2026 | Ameriprise Financial | AMP | Maintain | In Line (N/A) |
|
Details | ||
| 1/6/2026 | AFLAC | AFL | Maintain | Underperform (N/A) |
|
Details | ||
| 1/6/2026 | Jackson Financial inc. | JXN | Upgrade | In Line (Underperform) |
107.46 (125.66) |
16.94% | Details | |
| 1/6/2026 | Globe Life | GL | Downgrade | In Line (Outperform) |
138.15 (184.76) |
33.74% | Details | |
| 1/6/2026 | MetLife | MET | Downgrade | In Line (Outperform) |
80.32 (94.00) |
17.03% | Details | |
| 11/4/2025 | Corebridge Financial | CRBG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2025 | AFLAC | AFL | Maintain | Underperform (N/A) |
|
Details | ||
| 8/11/2025 | Equitable Holdings Inc | EQH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | MetLife | MET | Maintain | Outperform (N/A) |
|
Details | ||
| 6/26/2025 | Corebridge Financial | CRBG | Maintain | Outperform (N/A) |
|
Details | ||
| 6/24/2025 | MetLife | MET | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2025 | Globe Life | GL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2025 | Prudential Financial | PRU | Maintain | In Line (N/A) |
|
Details | ||
| 5/8/2025 | Corebridge Financial | CRBG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2025 | Ameriprise Financial | AMP | Maintain | In Line (N/A) |
|
Details | ||
| 4/9/2025 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 3/25/2025 | Equitable Holdings Inc | EQH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2025 | Jackson Financial inc. | JXN | Maintain | Underperform (N/A) |
|
Details | ||
| 1/16/2025 | Prudential Financial | PRU | Maintain | In Line (N/A) |
|
Details | ||
| 1/8/2025 | Globe Life | GL | Upgrade | Outperform (In Line) |
111.20 (138.15) |
24.24% | Details | |
| 12/10/2024 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2024 | AFLAC | AFL | Maintain | Underperform (N/A) |
|
Details | ||
| 11/14/2024 | Unum Group | UNM | Upgrade | Outperform (In Line) |
71.30 (89.05) |
24.89% | Details | |
| 11/14/2024 | Prudential Financial | PRU | Upgrade | In Line (Underperform) |
125.49 (119.07) |
-5.12% | Details | |
| 11/14/2024 | Jackson Financial inc. | JXN | Downgrade | Underperform (In Line) |
109.96 (107.46) |
-2.27% | Details | |
| 9/27/2024 | Globe Life | GL | Maintain | In Line (N/A) |
|
Details | ||
| 9/26/2024 | AFLAC | AFL | Maintain | Underperform (N/A) |
|
Details | ||
| 9/11/2024 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2024 | CNO Financial Group | CNO | Maintain | Underperform (N/A) |
|
Details | ||
| 7/25/2024 | Globe Life | GL | Maintain | In Line (N/A) |
|
Details | ||
| 7/25/2024 | Ameriprise Financial | AMP | Maintain | In Line (N/A) |
|
Details | ||
| 5/16/2024 | Corebridge Financial | CRBG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2024 | Reinsurance Group of America | RGA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2024 | Prudential Financial | PRU | Maintain | Underperform (N/A) |
|
Details | ||
| 4/12/2024 | Globe Life | GL | Maintain | In Line (N/A) |
|
Details | ||
| 3/21/2024 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 3/14/2024 | Globe Life | GL | Maintain | In Line (N/A) |
|
Details | ||
| 2/22/2024 | Jackson Financial inc. | JXN | Maintain | In Line (N/A) |
|
Details | ||
| 2/13/2024 | Brighthouse Financial, Inc. | BHF | Maintain | In Line (N/A) |
|
Details | ||
| 2/13/2024 | Principal Financial Group | PFG | Maintain | In Line (N/A) |
|
Details | ||
| 2/8/2024 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 2/8/2024 | Globe Life | GL | Maintain | In Line (N/A) |
|
Details | ||
| 2/7/2024 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2024 | AFLAC | AFL | Maintain | Underperform (N/A) |
|
Details | ||
| 2/1/2024 | MetLife | MET | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2024 | Unum Group | UNM | Maintain | In Line (N/A) |
|
Details | ||
| 1/23/2024 | Reinsurance Group of America | RGA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2024 | MetLife | MET | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2024 | Jackson Financial inc. | JXN | Maintain | Underperform (N/A) |
|
Details | ||
| 1/23/2024 | Globe Life | GL | Maintain | In Line (N/A) |
|
Details | ||
| 1/23/2024 | Corebridge Financial | CRBG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2024 | Brighthouse Financial, Inc. | BHF | Maintain | In Line (N/A) |
|
Details | ||
| 1/4/2024 | Principal Financial Group | PFG | Upgrade | In Line (Underperform) |
79.11 (113.95) |
44.04% | Details | |
| 1/4/2024 | CNO Financial Group | CNO | Downgrade | Underperform (In Line) |
28.03 (46.22) |
64.89% | Details | |
| 1/4/2024 | AFLAC | AFL | Downgrade | Underperform (In Line) |
83.28 (124.72) |
49.76% | Details | |
| 1/4/2024 | Ameriprise Financial | AMP | Downgrade | In Line (Outperform) |
379.03 (527.87) |
39.27% | Details | |
| 12/15/2023 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 11/15/2023 | Jackson Financial inc. | JXN | Maintain | In Line (N/A) |
|
Details | ||
| 11/14/2023 | AFLAC | AFL | Maintain | In Line (N/A) |
|
Details | ||
| 11/9/2023 | MetLife | MET | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2023 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 11/1/2023 | Unum Group | UNM | Maintain | In Line (N/A) |
|
Details | ||
| 11/1/2023 | AXA Equitable Holdings Inc | EQH | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2023 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2023 | Unum Group | UNM | Maintain | In Line (N/A) |
|
Details | ||
| 9/6/2023 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 9/6/2023 | AXA Equitable Holdings Inc | EQH | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2023 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2023 | AFLAC | AFL | Maintain | In Line (N/A) |
|
Details | ||
| 8/10/2023 | AXA Equitable Holdings Inc | EQH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2023 | Brighthouse Financial, Inc. | BHF | Maintain | In Line (N/A) |
|
Details | ||
| 8/8/2023 | Prudential Financial | PRU | Maintain | Underperform (N/A) |
|
Details | ||
| 8/8/2023 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 8/1/2023 | CNO Financial Group | CNO | Maintain | In Line (N/A) |
|
Details | ||
| 7/5/2023 | American Equity Investment Life Holding | AEL | Maintain | In Line (N/A) |
|
Details | ||
| 6/7/2023 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 5/10/2023 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 5/3/2023 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2023 | Prudential Financial | PRU | Maintain | Underperform (N/A) |
|
Details | ||
| 5/3/2023 | Unum Group | UNM | Maintain | In Line (N/A) |
|
Details | ||
| 4/25/2023 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2023 | Principal Financial Group | PFG | Maintain | Underperform (N/A) |
|
Details | ||
| 3/2/2023 | Principal Financial Group | PFG | Maintain | In Line (N/A) |
|
Details | ||
| 3/1/2023 | Jackson Financial inc. | JXN | Maintain | In Line (N/A) |
|
Details | ||
| 2/24/2023 | Unum Group | UNM | Maintain | In Line (N/A) |
|
Details | ||
| 2/24/2023 | CNO Financial Group | CNO | Maintain | In Line (N/A) |
|
Details | ||
| 2/21/2023 | American Equity Investment Life Holding | AEL | Maintain | In Line (N/A) |
|
Details | ||
| 1/24/2023 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2023 | Reinsurance Group of America | RGA | Upgrade | Outperform (In Line) |
141.33 (241.79) |
71.08% | Details | |
| 12/21/2022 | American Equity Investment Life Holding | AEL | Maintain | In Line (N/A) |
|
Details | ||
| 11/17/2022 | Principal Financial Group | PFG | Downgrade | Underperform (In Line) |
93.33 (113.95) |
22.09% | Details | |
| 11/16/2022 | AFLAC | AFL | Maintain | In Line (N/A) |
|
Details | ||
| 11/10/2022 | Jackson Financial inc. | JXN | Maintain | In Line (N/A) |
|
Details | ||
| 11/8/2022 | American Equity Investment Life Holding | AEL | Maintain | In Line (N/A) |
|
Details | ||
| 11/8/2022 | Brighthouse Financial, Inc. | BHF | Maintain | In Line (N/A) |
|
Details | ||
| 11/2/2022 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2022 | Manulife Financial Corporation | MFC | New Coverage | In Line (N/A) |
16.42 (43.39) |
164.25% | Details | |
| 10/31/2022 | Sun Life Financial | SLF | New Coverage | Outperform (N/A) |
42.28 (81.78) |
93.42% | Details | |
| 10/26/2022 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2022 | American Equity Investment Life Holding | AEL | Downgrade | In Line (Outperform) |
42.64 (56.47) |
32.43% | Details | |
| 8/9/2022 | Principal Financial Group | PFG | Maintain | In Line (N/A) |
|
Details | ||
| 8/5/2022 | Brighthouse Financial, Inc. | BHF | Maintain | In Line (N/A) |
|
Details | ||
| 8/3/2022 | Voya Financial | VOYA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2022 | Prudential Financial | PRU | Maintain | Underperform (N/A) |
|
Details | ||
| 8/3/2022 | Unum Group | UNM | Maintain | In Line (N/A) |
|
Details | ||
| 8/2/2022 | AFLAC | AFL | Maintain | In Line (N/A) |
|
Details | ||
| 7/27/2022 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 6/15/2022 | Reinsurance Group of America | RGA | Maintain | In Line (N/A) |
|
Details | ||
| 6/15/2022 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 5/11/2022 | Jackson Financial inc. | JXN | Maintain | In Line (N/A) |
|
Details | ||
| 5/6/2022 | Unum Group | UNM | Maintain | In Line (N/A) |
|
Details | ||
| 5/4/2022 | Prudential Financial | PRU | Maintain | Underperform (N/A) |
|
Details | ||
| 5/3/2022 | CNO Financial Group | CNO | Maintain | In Line (N/A) |
|
Details | ||
| 4/26/2022 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2022 | Jackson Financial inc. | JXN | Maintain | In Line (N/A) |
|
Details | ||
| 3/2/2022 | Principal Financial Group | PFG | Maintain | In Line (N/A) |
|
Details | ||
| 2/25/2022 | Unum Group | UNM | Maintain | In Line (N/A) |
|
Details | ||
| 2/7/2022 | Lincoln National | LNC | Maintain | In Line (N/A) |
|
Details | ||
| 2/7/2022 | Reinsurance Group of America | RGA | Maintain | In Line (N/A) |
|
Details | ||
| 1/5/2022 | Ameriprise Financial | AMP | Upgrade | Outperform (In Line) |
304.26 (527.87) |
73.49% | Details | |
| 1/5/2022 | Prudential Financial | PRU | Downgrade | Underperform (In Line) |
109.92 (119.07) |
8.32% | Details | |
| 1/5/2022 | Voya Financial | VOYA | Upgrade | Outperform (In Line) |
67.83 (99.73) |
47.03% | Details | |
| 1/5/2022 | American Equity Investment Life Holding | AEL | Upgrade | Outperform (In Line) |
40.05 (56.47) |
41% | Details | |
| 1/5/2022 | MetLife | MET | Upgrade | Outperform (In Line) |
63.23 (80.32) |
27.03% | Details | |
| 1/5/2022 | Brighthouse Financial, Inc. | BHF | Downgrade | In Line (Outperform) |
53.25 (65.61) |
23.21% | Details | |
| 1/5/2022 | Lincoln National | LNC | Downgrade | In Line (Outperform) |
69.71 (42.24) |
-39.41% | Details | |
| 11/9/2021 | American Equity Investment Life Holding | AEL | Maintain | In Line (N/A) |
|
Details | ||
| 9/9/2021 | Jackson Financial inc. | JXN | New Coverage | In Line (N/A) |
0.00 (125.66) |
0% | Details | |
| 2/23/2021 | Principal Financial Group | PFG | Downgrade | In Line (Outperform) |
55.10 (113.95) |
106.81% | Details | |
| 1/8/2021 | Principal Financial Group | PFG | Upgrade | Outperform (In Line) |
51.74 (113.95) |
120.24% | Details | |
| 1/8/2021 | Principal Financial Group | PFG | Upgrade | In Line (Underperform) |
51.74 (113.95) |
120.24% | Details | |
| 1/8/2021 | Athene Holding | ATH | Downgrade | In Line (Outperform) |
46.01 (83.33) |
81.11% | Details | |
| 1/8/2021 | Voya Financial | VOYA | Downgrade | In Line (Outperform) |
61.01 (99.73) |
63.47% | Details | |
| 1/8/2021 | AFLAC | AFL | Upgrade | In Line (Underperform) |
44.93 (124.72) |
177.59% | Details | |
| 1/8/2021 | Unum Group | UNM | Upgrade | In Line (Underperform) |
23.74 (89.05) |
275.11% | Details | |
| 7/16/2020 | Reinsurance Group of America | RGA | Upgrade | In Line (Underperform) |
72.56 (241.79) |
233.23% | Details | |
| 1/7/2020 | Reinsurance Group of America | RGA | Downgrade | Underperform (In Line) |
161.01 (241.79) |
50.17% | Details | |
| 1/7/2020 | CNO Financial Group | CNO | Downgrade | In Line (Outperform) |
17.83 (53.59) |
200.56% | Details | |
| 1/7/2020 | CNO Financial Group | CNO | Downgrade | In Line (Outperform) |
17.83 (53.59) |
200.56% | Details | |
| 7/16/2019 | MetLife | MET | Downgrade | In Line (Outperform) |
50.92 (63.23) |
24.18% | Details | |
| 7/16/2019 | AFLAC | AFL | Downgrade | Underperform (In Line) |
56.89 (124.72) |
119.23% | Details | |
| 1/9/2019 | CNO Financial Group | CNO | Upgrade | Outperform (In Line) |
15.73 (17.83) |
13.35% | Details | |
| 1/9/2019 | Principal Financial Group | PFG | Downgrade | In Line (Outperform) |
45.63 (113.95) |
149.73% | Details | |
| 11/7/2018 | American International Group | AIG | Downgrade | In Line (Outperform) |
44.13 (54.34) |
23.14% | Details |
