Ratings by BofA Securities (Mihir Bhatia)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/14/2024 | Guild Holdings Co. | GHLD | Maintain | Underperform (N/A) |
|
Details | ||
| 3/14/2024 | LoanDepot Inc | LDI | Maintain | Underperform (N/A) |
|
Details | ||
| 3/11/2024 | American Express | AXP | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2024 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 2/15/2024 | NMI Holdings | NMIH | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2024 | Capital One Financial | COF | Maintain | Buy (N/A) |
|
Details | ||
| 12/6/2023 | Discover Financial | DFS | Upgrade | Buy (Neutral) |
99.08 (126.20) |
27.37% | Details | |
| 12/6/2023 | Capital One Financial | COF | Upgrade | Buy (Neutral) |
115.32 (145.92) |
26.53% | Details | |
| 11/13/2023 | Enact Holdings Inc | ACT | Upgrade | Buy (Neutral) |
27.67 (29.82) |
7.77% | Details | |
| 10/17/2023 | NMI Holdings | NMIH | New Coverage | Buy (N/A) |
27.75 (30.65) |
10.45% | Details | |
| 10/5/2023 | Bread Financial Holdings | BFH | Downgrade | Neutral (Buy) |
31.34 (36.69) |
17.07% | Details | |
| 8/1/2023 | SoFi Technologies | SOFI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/21/2023 | Discover Financial | DFS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2023 | Bread Financial Holdings | BFH | Maintain | Buy (N/A) |
|
Details | ||
| 6/16/2023 | SoFi Technologies | SOFI | Downgrade | Neutral (Buy) |
9.55 (7.51) |
-21.36% | Details | |
| 6/15/2023 | OneMain | OMF | New Coverage | Buy (N/A) |
42.16 (50.26) |
19.21% | Details | |
| 6/13/2023 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 6/9/2023 | SoFi Technologies | SOFI | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2023 | Radian Group | RDN | Downgrade | Underperform (Buy) |
24.85 (30.12) |
21.21% | Details | |
| 5/9/2023 | Enact Holdings Inc | ACT | Upgrade | Neutral (Underperform) |
23.85 (29.82) |
25.03% | Details | |
| 4/20/2023 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/11/2023 | Capital One Financial | COF | Maintain | Neutral (N/A) |
|
Details | ||
| 3/15/2023 | Discover Financial | DFS | Upgrade | Neutral (Underperform) |
101.44 (126.20) |
24.41% | Details | |
| 2/13/2023 | Essent Group | ESNT | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2023 | WEX Inc. | WEX | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2023 | FleetCor Technologies | FLT | Upgrade | Buy (Neutral) |
201.01 (303.26) |
50.87% | Details | |
| 1/24/2023 | Synchrony Financial | SYF | Maintain | Neutral (N/A) |
|
Details | ||
| 12/15/2022 | Radian Group | RDN | Upgrade | Buy (Neutral) |
18.39 (30.12) |
63.78% | Details | |
| 12/13/2022 | Synchrony Financial | SYF | Downgrade | Neutral (Buy) |
35.57 (44.16) |
24.15% | Details | |
| 12/13/2022 | Discover Financial | DFS | Downgrade | Underperform (Buy) |
105.28 (126.20) |
19.87% | Details | |
| 12/2/2022 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 11/28/2022 | SoFi Technologies | SOFI | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2022 | Rocket Cos Inc. | RKT | Maintain | Underperform (N/A) |
|
Details | ||
| 10/20/2022 | WEX Inc. | WEX | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2022 | FleetCor Technologies | FLT | Downgrade | Neutral (Buy) |
167.48 (303.26) |
81.07% | Details | |
| 10/6/2022 | Bread Financial Holdings | BFH | Maintain | Buy (N/A) |
|
Details | ||
| 10/6/2022 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 10/6/2022 | Discover Financial | DFS | Maintain | Buy (N/A) |
|
Details | ||
| 10/6/2022 | American Express | AXP | Maintain | Buy (N/A) |
|
Details | ||
| 9/14/2022 | SoFi Technologies | SOFI | Upgrade | Buy (Neutral) |
5.84 (7.51) |
28.6% | Details | |
| 9/13/2022 | Discover Financial | DFS | Maintain | Buy (N/A) |
|
Details | ||
| 8/18/2022 | Radian Group | RDN | Upgrade | Neutral (Underperform) |
23.32 (30.12) |
29.16% | Details | |
| 8/18/2022 | Enact Holdings Inc | ACT | Downgrade | Underperform (Neutral) |
27.66 (29.82) |
7.81% | Details | |
| 8/18/2022 | MGIC Investment | MTG | Upgrade | Buy (Neutral) |
15.35 (20.11) |
31.01% | Details | |
| 7/20/2022 | Guild Holdings Co. | GHLD | Maintain | Underperform (N/A) |
|
Details | ||
| 7/20/2022 | LoanDepot Inc | LDI | Maintain | Underperform (N/A) |
|
Details | ||
| 7/20/2022 | Rocket Cos Inc. | RKT | Maintain | Underperform (N/A) |
|
Details | ||
| 6/16/2022 | American Express | AXP | Maintain | Buy (N/A) |
|
Details | ||
| 5/17/2022 | American Express | AXP | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2022 | Bread Financial Holdings | BFH | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2022 | SoFi Technologies | SOFI | Maintain | Neutral (N/A) |
|
Details | ||
| 3/2/2022 | SoFi Technologies | SOFI | Downgrade | Neutral (Buy) |
11.20 (7.51) |
-32.95% | Details | |
| 2/22/2022 | Home Point Capital Inc. | HMPT | Maintain | Underperform (N/A) |
|
Details | ||
| 2/11/2022 | SoFi Technologies | SOFI | New Coverage | Buy (N/A) |
12.39 (11.20) |
-9.6% | Details | |
| 1/26/2022 | American Express | AXP | Upgrade | Buy (Neutral) |
173.11 (237.31) |
37.09% | Details | |
| 1/19/2022 | Alliance Data Systems | ADS | Maintain | Buy (N/A) |
|
Details | ||
| 11/17/2021 | MGIC Investment | MTG | Downgrade | Neutral (Buy) |
15.37 (20.11) |
30.84% | Details | |
| 11/17/2021 | Radian Group | RDN | Downgrade | Underperform (Buy) |
22.20 (30.12) |
35.68% | Details | |
| 10/13/2021 | WEX Inc. | WEX | Upgrade | Buy (Neutral) |
178.18 (215.89) |
21.16% | Details | |
| 9/16/2021 | American Express | AXP | Upgrade | Neutral (Underperform) |
161.34 (237.31) |
47.09% | Details | |
| 9/14/2021 | Discover Financial | DFS | Maintain | Buy (N/A) |
|
Details | ||
| 8/31/2021 | Alliance Data Systems | ADS | Upgrade | Buy (Neutral) |
94.63 (56.80) |
-39.98% | Details | |
| 7/27/2021 | American Express | AXP | Maintain | Underperform (N/A) |
|
Details | ||
| 7/8/2021 | American Express | AXP | Maintain | Underperform (N/A) |
|
Details | ||
| 6/16/2021 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2021 | Alliance Data Systems | ADS | Downgrade | Neutral (Buy) |
122.82 (56.80) |
-53.75% | Details | |
| 4/21/2021 | Home Point Capital Inc. | HMPT | Downgrade | Underperform (Buy) |
9.92 (2.32) |
-76.61% | Details | |
| 4/19/2021 | WEX Inc. | WEX | Maintain | Neutral (N/A) |
|
Details | ||
| 4/19/2021 | FleetCor Technologies | FLT | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2021 | Home Point Capital Inc. | HMPT | New Coverage | Buy (N/A) |
11.54 (2.32) |
-79.9% | Details | |
| 2/10/2021 | Alliance Data Systems | ADS | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2021 | WEX Inc. | WEX | Downgrade | Neutral (Buy) |
202.30 (215.89) |
6.72% | Details | |
| 1/6/2021 | FleetCor Technologies | FLT | Upgrade | Buy (Neutral) |
267.00 (303.26) |
13.58% | Details | |
| 5/27/2020 | Radian Group | RDN | Maintain | Buy (N/A) |
|
Details | ||
| 5/27/2020 | MGIC Investment | MTG | Maintain | Buy (N/A) |
|
Details | ||
| 5/27/2020 | Essent Group | ESNT | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2020 | Radian Group | RDN | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2020 | MGIC Investment | MTG | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2020 | Essent Group | ESNT | Maintain | Buy (N/A) |
|
Details |
