Ratings by Keefe, Bruyette & Woods (Tim Switzer)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 5/1/2026 | Newtek Business Services | NEWT | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/1/2026 | First Internet Bancorp | INBK | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/1/2026 | First Mid-Illinois Bancshares | FMBH | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/30/2026 | Bank of N.T. Butterfield | NTB | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/29/2026 | Northwest Bancshares, Inc. | NWBI | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/28/2026 | Tompkins Financial | TMP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2026 | Univest Corporation of Pennsylvania | UVSP | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/24/2026 | Live Oak Bancshares | LOB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2026 | ConnectOne Bankcorp | CNOB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2026 | Meta Financial | CASH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2026 | Peoples Bancorp | PEBO | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/11/2026 | Bank of N.T. Butterfield | NTB | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/4/2026 | Tompkins Financial | TMP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2026 | First Mid-Illinois Bancshares | FMBH | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/3/2026 | Univest Corporation of Pennsylvania | UVSP | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/30/2026 | Newtek Business Services | NEWT | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/30/2026 | First Internet Bancorp | INBK | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/30/2026 | ConnectOne Bankcorp | CNOB | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2026 | Civista Bancshares | CIVB | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | CB Financial Services | CBFV | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2026 | Triumph Financial | TFIN | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/23/2026 | Meta Financial | CASH | Upgrade | Outperform (Market Perform) |
79.90 (89.76) |
12.34% | Details | |
| 1/23/2026 | Live Oak Bancshares | LOB | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2026 | Esquire Financial Holdings | ESQ | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/9/2026 | Newtek Business Services | NEWT | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/30/2025 | Bank of N.T. Butterfield | NTB | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/30/2025 | Bank of N.T. Butterfield | NTB | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/27/2025 | Mid Penn Bancorp | MPB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2025 | CB Financial Services | CBFV | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2025 | Univest Corporation of Pennsylvania | UVSP | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/24/2025 | First Internet Bancorp | INBK | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/24/2025 | Civista Bancshares | CIVB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/10/2025 | OceanFirst Financial | OCFC | Upgrade | Outperform (Market Perform) |
18.27 (19.92) |
9.03% | Details | |
| 9/25/2025 | Mid Penn Bancorp | MPB | Maintain | Outperform (N/A) |
|
Details | ||
| 9/11/2025 | First Internet Bancorp | INBK | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/3/2025 | CB Financial Services | CBFV | Maintain | Outperform (N/A) |
|
Details | ||
| 8/20/2025 | Live Oak Bancshares | LOB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2025 | Live Oak Bancshares | LOB | Upgrade | Outperform (Market Perform) |
34.53 (42.48) |
23.02% | Details | |
| 7/28/2025 | First Internet Bancorp | INBK | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/25/2025 | Live Oak Bancshares | LOB | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/25/2025 | Esquire Financial Holdings | ESQ | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2025 | CB Financial Services | CBFV | Upgrade | Outperform (Market Perform) |
28.68 (36.36) |
26.78% | Details | |
| 7/11/2025 | Esquire Financial Holdings | ESQ | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/11/2025 | Meta Financial | CASH | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/11/2025 | Triumph Financial | TFIN | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/11/2025 | Peoples Bancorp | PEBO | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/11/2025 | Bank of N.T. Butterfield | NTB | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/11/2025 | Newtek Business Services | NEWT | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/11/2025 | Live Oak Bancshares | LOB | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/20/2025 | CB Financial Services | CBFV | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/3/2025 | ConnectOne Bankcorp | CNOB | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2025 | Meta Financial | CASH | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/12/2025 | Atlanticus Holdings Corp. | ATLC | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/8/2025 | Newtek Business Services | NEWT | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/23/2025 | Peoples Bancorp | PEBO | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/21/2025 | Triumph Financial | TFIN | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/15/2025 | OceanFirst Financial | OCFC | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/26/2025 | Triumph Financial | TFIN | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/20/2025 | Live Oak Bancshares | LOB | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/17/2025 | Atlanticus Holdings Corp. | ATLC | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/14/2025 | Atlanticus Holdings Corp. | ATLC | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/6/2025 | VersaBank | VBNK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2025 | Triumph Financial | TFIN | Upgrade | Market Perform (Underperform) |
68.97 (53.75) |
-22.07% | Details | |
| 1/27/2025 | Esquire Financial Holdings | ESQ | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/24/2025 | Triumph Financial | TFIN | Maintain | Underperform (N/A) |
|
Details | ||
| 1/10/2025 | Live Oak Bancshares | LOB | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/10/2025 | Meta Financial | CASH | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/13/2024 | VersaBank | VBNK | Maintain | Outperform (N/A) |
|
Details | ||
| 10/2/2024 | Esquire Financial Holdings | ESQ | Downgrade | Market Perform (Outperform) |
65.21 (123.26) |
89.02% | Details | |
| 10/2/2024 | Bank of N.T. Butterfield | NTB | Downgrade | Market Perform (Outperform) |
36.88 (61.37) |
66.4% | Details | |
| 10/2/2024 | Tompkins Financial | TMP | Upgrade | Outperform (Market Perform) |
57.79 (94.04) |
62.73% | Details | |
| 10/2/2024 | First Mid-Illinois Bancshares | FMBH | Downgrade | Market Perform (Outperform) |
38.91 (49.23) |
26.52% | Details | |
| 8/28/2024 | VersaBank | VBNK | New Coverage | Outperform (N/A) |
13.26 (21.15) |
59.5% | Details | |
| 7/19/2024 | Triumph Financial | TFIN | Downgrade | Underperform (Market Perform) |
93.66 (68.97) |
-26.36% | Details | |
| 5/22/2024 | Atlanticus Holdings Corp. | ATLC | New Coverage | Market Perform (N/A) |
24.90 (100.68) |
304.34% | Details | |
| 5/2/2024 | CB Financial Services | CBFV | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/1/2024 | CB Financial Services | CBFV | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/5/2023 | Mid Penn Bancorp | MPB | New Coverage | Outperform (N/A) |
21.71 (35.44) |
63.24% | Details | |
| 9/25/2023 | First Mid-Illinois Bancshares | FMBH | New Coverage | Outperform (N/A) |
26.18 (49.23) |
88.04% | Details | |
| 8/16/2023 | CB Financial Services | CBFV | Downgrade | Market Perform (Outperform) |
22.32 (28.68) |
28.49% | Details | |
| 3/21/2023 | Meridian Bank | MRBK | Maintain | Market Perform (N/A) |
|
Details |
