Ratings by Evercore ISI (Thomas Gallagher)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | 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 (81.06) |
2.46% | Details | |
| 1/4/2024 | CNO Financial Group | CNO | Downgrade | Underperform (In Line) |
28.03 (26.45) |
-5.64% | Details | |
| 1/4/2024 | AFLAC | AFL | Downgrade | Underperform (In Line) |
83.28 (83.73) |
0.54% | Details | |
| 1/4/2024 | Ameriprise Financial | AMP | Downgrade | In Line (Outperform) |
379.03 (410.91) |
8.41% | 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 (191.06) |
35.19% | 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 (81.06) |
-13.15% | 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 (23.37) |
42.33% | Details | |
| 10/31/2022 | Sun Life Financial | SLF | New Coverage | Outperform (N/A) |
42.28 (51.32) |
21.38% | 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 (56.21) |
31.82% | 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 (410.91) |
35.05% | Details | |
| 1/5/2022 | Prudential Financial | PRU | Downgrade | Underperform (In Line) |
109.92 (111.18) |
1.15% | Details | |
| 1/5/2022 | Voya Financial | VOYA | Upgrade | Outperform (In Line) |
67.83 (67.94) |
0.16% | Details | |
| 1/5/2022 | American Equity Investment Life Holding | AEL | Upgrade | Outperform (In Line) |
40.05 (56.21) |
40.35% | Details | |
| 1/5/2022 | MetLife | MET | Upgrade | Outperform (In Line) |
63.23 (71.90) |
13.71% | Details | |
| 1/5/2022 | Brighthouse Financial, Inc. | BHF | Downgrade | In Line (Outperform) |
53.25 (49.03) |
-7.92% | Details | |
| 1/5/2022 | Lincoln National | LNC | Downgrade | In Line (Outperform) |
69.71 (27.96) |
-59.89% | 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 (69.58) |
0% | Details | |
| 2/23/2021 | Principal Financial Group | PFG | Downgrade | In Line (Outperform) |
55.10 (81.06) |
47.11% | Details | |
| 1/8/2021 | Principal Financial Group | PFG | Upgrade | Outperform (In Line) |
51.74 (81.06) |
56.67% | Details | |
| 1/8/2021 | Principal Financial Group | PFG | Upgrade | In Line (Underperform) |
51.74 (81.06) |
56.67% | 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 (67.94) |
11.36% | Details | |
| 1/8/2021 | AFLAC | AFL | Upgrade | In Line (Underperform) |
44.93 (83.73) |
86.36% | Details | |
| 1/8/2021 | Unum Group | UNM | Upgrade | In Line (Underperform) |
23.74 (51.36) |
116.34% | Details | |
| 7/16/2020 | Reinsurance Group of America | RGA | Upgrade | In Line (Underperform) |
72.56 (191.06) |
163.31% | Details | |
| 1/7/2020 | Reinsurance Group of America | RGA | Downgrade | Underperform (In Line) |
161.01 (191.06) |
18.66% | Details | |
| 1/7/2020 | CNO Financial Group | CNO | Downgrade | In Line (Outperform) |
17.83 (26.45) |
48.35% | Details | |
| 1/7/2020 | CNO Financial Group | CNO | Downgrade | In Line (Outperform) |
17.83 (26.45) |
48.35% | 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 (83.73) |
47.18% | 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 (81.06) |
77.65% | Details | |
| 11/7/2018 | American International Group | AIG | Downgrade | In Line (Outperform) |
44.13 (54.34) |
23.14% | Details |
