Ratings by Evercore ISI (Glenn Schorr)
| Date | Company | Symbol | 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 |
