Ratings by Evercore ISI (Glenn Schorr)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
6/1/2022 Franklin Resources BEN Maintain Underperform
(N/A)
 
 
  Details
5/6/2022 Brightsphere Investment BSIG Maintain In Line
(N/A)
 
 
  Details
4/29/2022 The Carlyle Group LP CG Maintain In Line
(N/A)
 
 
  Details
4/26/2022 Invesco IVZ Maintain In Line
(N/A)
 
 
  Details
4/13/2022 JPMorgan JPM Maintain Outperform
(N/A)
 
 
  Details
4/13/2022 BlackRock BLK Maintain Outperform
(N/A)
 
 
  Details
2/14/2022 Apollo Global Management APO Maintain Outperform
(N/A)
 
 
  Details
2/7/2022 TPG Inc. TPG New Coverage In Line
(N/A)
33.08
(25.77)
-22.1% Details
1/26/2022 Invesco IVZ Maintain In Line
(N/A)
 
 
  Details
1/20/2022 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
1/20/2022 State Street STT Maintain Outperform
(N/A)
 
 
  Details
1/19/2022 Bank of New York Mellon BK Maintain In Line
(N/A)
 
 
  Details
1/19/2022 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
1/17/2022 JPMorgan JPM Maintain Outperform
(N/A)
 
 
  Details
1/17/2022 Citi C Maintain In Line
(N/A)
 
 
  Details
12/16/2021 Blue Owl Capital OWL New Coverage Outperform
(N/A)
14.56
(10.85)
-25.48% Details
10/28/2021 Brightsphere Investment BSIG Maintain In Line
(N/A)
 
 
  Details
10/22/2021 Invesco IVZ Upgrade In Line
(Underperform)
25.00
(17.36)
-30.56% Details
10/22/2021 T. Rowe Price TROW Downgrade In Line
(Outperform)
204.62
(121.50)
-40.62% Details
10/20/2021 Northern Trust NTRS Maintain In Line
(N/A)
 
 
  Details
10/20/2021 Apollo Global Management APO Maintain Outperform
(N/A)
 
 
  Details
10/19/2021 State Street STT Maintain Outperform
(N/A)
 
 
  Details
12/3/2020 Waddell & Reed WDR Upgrade In Line
(Underperform)
16.87
(24.98)
48.07% Details
10/26/2020 Apollo Global Management APO Upgrade Outperform
(In Line)
41.15
(52.00)
26.37% Details
4/7/2020 Bank of New York Mellon BK Upgrade In Line
(Underperform)
35.24
(43.60)
23.72% Details
10/22/2019 Invesco IVZ Downgrade Underperform
(In Line)
16.15
(17.36)
7.49% Details
10/22/2019 Waddell & Reed WDR Downgrade Underperform
(In Line)
15.62
(24.98)
59.92% Details
5/22/2019 Legg Mason LM Upgrade In Line
(Underperform)
35.66
(49.99)
40.19% Details
5/3/2019 Brightsphere Investment BSIG Downgrade In Line
(Outperform)
14.54
(19.28)
32.6% Details
1/31/2019 T. Rowe Price TROW Upgrade Outperform
(In Line)
92.75
(121.50)
31% Details