Ratings by Wells Fargo (Donald Fandetti)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 4/24/2024 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/10/2024 | Synchrony Financial | SYF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/10/2024 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/10/2024 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/10/2024 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2024 | Guild Holdings Co. | GHLD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/6/2024 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2024 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2024 | Ares Commercial | ACRE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/23/2024 | Rocket Cos Inc. | RKT | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/23/2024 | Starwood Property Trust | STWD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/21/2024 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2024 | KKR Real Estate Financial Trust | KREF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2024 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2024 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/5/2024 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/3/2024 | Rocket Cos Inc. | RKT | Downgrade | Equal Weight (Overweight) |
14.48 (12.20) |
-15.75% | Details | |
| 12/14/2023 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2023 | Synchrony Financial | SYF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/14/2023 | Rocket Cos Inc. | RKT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2023 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2023 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/14/2023 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2023 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2023 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2023 | Guild Holdings Co. | GHLD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/20/2023 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/11/2023 | Synchrony Financial | SYF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/11/2023 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/11/2023 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2023 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 9/14/2023 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2023 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2023 | KKR Real Estate Financial Trust | KREF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2023 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2023 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 3/31/2023 | Synchrony Financial | SYF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/31/2023 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/31/2023 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 3/14/2023 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 3/10/2023 | Guild Holdings Co. | GHLD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/27/2023 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2023 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/4/2023 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 12/15/2022 | Synchrony Financial | SYF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/15/2022 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/15/2022 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/15/2022 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2022 | Rocket Cos Inc. | RKT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/2/2022 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Rocket Cos Inc. | RKT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Guild Holdings Co. | GHLD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/24/2022 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2022 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2022 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2022 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2022 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2022 | Guild Holdings Co. | GHLD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/13/2022 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/13/2022 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | Synchrony Financial | SYF | Maintain | Equal Weight (Overweight) |
|
Details | ||
| 7/6/2022 | Rocket Cos Inc. | RKT | Upgrade | Overweight (Equal Weight) |
7.61 (14.48) |
90.28% | Details | |
| 4/6/2022 | Synchrony Financial | SYF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/6/2022 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/6/2022 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 3/28/2022 | Guild Holdings Co. | GHLD | New Coverage | Equal Weight (N/A) |
11.04 (13.50) |
22.28% | Details | |
| 2/14/2022 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2022 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2021 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2021 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2021 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2021 | Synchrony Financial | SYF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2021 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/12/2021 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2021 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 6/7/2021 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2021 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2021 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/5/2021 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 3/15/2021 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/11/2021 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 11/19/2020 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2020 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2020 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2020 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2020 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/13/2020 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2020 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2020 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2020 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/8/2020 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2020 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 3/31/2020 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/31/2020 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 3/18/2020 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/31/2020 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2020 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/24/2020 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/30/2019 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2019 | American Express | AXP | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/24/2019 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/10/2019 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2019 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2019 | Synchrony Financial | SYF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/1/2018 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 10/1/2018 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/1/2018 | Discover Financial | DFS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/1/2018 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/1/2018 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2018 | KKR Real Estate Financial Trust | KREF | Upgrade | Overweight (Equal Weight) |
20.28 (9.56) |
-52.86% | Details |
