Ratings by Oppenheimer (Owen Lau)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 4/24/2024 | MSCI Inc. | MSCI | Downgrade | Perform (Outperform) |
515.17 (464.65) |
-9.81% | Details | |
| 4/19/2024 | Equifax | EFX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2024 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 4/4/2024 | Coinbase Global Inc. | COIN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/2/2024 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2024 | Clarivate Plc | CLVT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2024 | Coinbase Global Inc. | COIN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2024 | CME Group | CME | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2024 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2024 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2024 | CBOE Holdings | CBOE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2024 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2024 | MSCI Inc. | MSCI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2024 | Coinbase Global Inc. | COIN | Upgrade | Outperform (Perform) |
121.34 (224.37) |
84.91% | Details | |
| 1/8/2024 | MSCI Inc. | MSCI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2024 | Clarivate Plc | CLVT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2024 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2024 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/19/2023 | Equifax | EFX | New Coverage | Outperform (N/A) |
244.60 (225.71) |
-7.72% | Details | |
| 12/19/2023 | TransUnion | TRU | New Coverage | Outperform (N/A) |
68.59 (68.68) |
0.13% | Details | |
| 12/12/2023 | CBOE Holdings | CBOE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2023 | Coinbase Global Inc. | COIN | Maintain | Perform (N/A) |
|
Details | ||
| 11/6/2023 | CBOE Holdings | CBOE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2023 | MSCI Inc. | MSCI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/10/2023 | CME Group | CME | Maintain | Outperform (N/A) |
|
Details | ||
| 10/10/2023 | CBOE Holdings | CBOE | Maintain | Outperform (N/A) |
|
Details | ||
| 10/3/2023 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/3/2023 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2023 | Forge Global Holdings Inc | FRGE | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2023 | CBOE Holdings | CBOE | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2023 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2023 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2023 | MSCI Inc. | MSCI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/12/2023 | CME Group | CME | Maintain | Outperform (N/A) |
|
Details | ||
| 7/12/2023 | CBOE Holdings | CBOE | Maintain | Outperform (N/A) |
|
Details | ||
| 7/5/2023 | MSCI Inc. | MSCI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/5/2023 | Clarivate Plc | CLVT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/29/2023 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 6/29/2023 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/13/2023 | Clarivate Plc | CLVT | New Coverage | Outperform (N/A) |
8.21 (7.11) |
-13.4% | Details | |
| 4/28/2023 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2023 | MSCI Inc. | MSCI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2023 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2023 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2023 | CME Group | CME | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2023 | CBOE Holdings | CBOE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2023 | Coinbase Global Inc. | COIN | Maintain | Perform (N/A) |
|
Details | ||
| 4/4/2023 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/4/2023 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/4/2023 | MSCI Inc. | MSCI | Maintain | Outperform (N/A) |
|
Details | ||
| 3/30/2023 | Coinbase Global Inc. | COIN | Maintain | Perform (N/A) |
|
Details | ||
| 3/23/2023 | Coinbase Global Inc. | COIN | Downgrade | Perform (Outperform) |
83.99 (224.37) |
167.14% | Details | |
| 3/13/2023 | Coinbase Global Inc. | COIN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2023 | Forge Global Holdings Inc | FRGE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2023 | Coinbase Global Inc. | COIN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2023 | Focus Financial Partners | FOCS | Downgrade | Perform (Outperform) |
50.20 (52.99) |
5.56% | Details | |
| 2/10/2023 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2023 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 1/19/2023 | CME Group | CME | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2023 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2023 | Coinbase Global Inc. | COIN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2023 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2023 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2023 | MSCI Inc. | MSCI | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2022 | Forge Global Holdings Inc | FRGE | New Coverage | Outperform (N/A) |
1.38 (1.96) |
42.03% | Details | |
| 11/23/2022 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2022 | CME Group | CME | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2022 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/3/2022 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/3/2022 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/3/2022 | MSCI Inc. | MSCI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2022 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2022 | MSCI Inc. | MSCI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2022 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2022 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2022 | CME Group | CME | Upgrade | Outperform (Perform) |
191.60 (212.59) |
10.96% | Details | |
| 5/11/2022 | Coinbase Global Inc. | COIN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/18/2022 | Coinbase Global Inc. | COIN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/14/2022 | Coinbase Global Inc. | COIN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2022 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/7/2022 | CBOE Holdings | CBOE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2022 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2022 | Coinbase Global Inc. | COIN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2022 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2022 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2022 | CBOE Holdings | CBOE | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2022 | MSCI Inc. | MSCI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2022 | Coinbase Global Inc. | COIN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2022 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2022 | Coinbase Global Inc. | COIN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2021 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2021 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2021 | MSCI Inc. | MSCI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/13/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 10/13/2021 | CBOE Holdings | CBOE | Maintain | Outperform (N/A) |
|
Details | ||
| 10/6/2021 | Coinbase Global Inc. | COIN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/1/2021 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/1/2021 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/1/2021 | MSCI Inc. | MSCI | Maintain | Outperform (N/A) |
|
Details | ||
| 9/16/2021 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 9/7/2021 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2021 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2021 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2021 | MSCI Inc. | MSCI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/14/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 7/14/2021 | CBOE Holdings | CBOE | Maintain | Outperform (N/A) |
|
Details | ||
| 7/7/2021 | Coinbase Global Inc. | COIN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/16/2021 | MSCI Inc. | MSCI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2021 | CBOE Holdings | CBOE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2021 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2021 | MSCI Inc. | MSCI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2021 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2021 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2021 | MSCI Inc. | MSCI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2021 | MSCI Inc. | MSCI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2021 | Triterras | TRIT | Downgrade | Perform (Outperform) |
7.06 (1.64) |
-76.77% | Details | |
| 1/28/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2021 | CME Group | CME | Downgrade | Perform (Outperform) |
197.95 (212.59) |
7.4% | Details | |
| 1/4/2021 | MSCI Inc. | MSCI | Maintain | Outperform (N/A) |
|
Details | ||
| 12/23/2020 | Triterras | TRIT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2020 | Triterras | TRIT | New Coverage | Outperform (N/A) |
12.65 (1.64) |
-87.04% | Details | |
| 10/6/2020 | MSCI Inc. | MSCI | New Coverage | Outperform (N/A) |
348.16 (464.65) |
33.46% | Details | |
| 10/1/2020 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/1/2020 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 9/24/2020 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2020 | IntercontinentalExchange | ICE | Downgrade | Perform (Outperform) |
102.49 (132.57) |
29.35% | Details | |
| 7/29/2020 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/22/2020 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2020 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2020 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2020 | S&P Global | SPGI | New Coverage | Outperform (N/A) |
303.14 (413.28) |
36.33% | Details | |
| 5/19/2020 | Moody's Corp | MCO | New Coverage | Outperform (N/A) |
251.31 (381.21) |
51.69% | Details | |
| 3/24/2020 | The RMR Group Inc. | RMR | Downgrade | Perform (Outperform) |
22.68 (22.98) |
1.32% | Details | |
| 1/29/2020 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 10/23/2019 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 9/17/2019 | CME Group | CME | New Coverage | Outperform (N/A) |
205.80 (212.59) |
3.3% | Details | |
| 9/17/2019 | IntercontinentalExchange | ICE | New Coverage | Outperform (N/A) |
90.83 (132.57) |
45.95% | Details | |
| 9/17/2019 | Nasdaq OMX Group Inc. | NDAQ | New Coverage | Outperform (N/A) |
33.17 (61.50) |
85.41% | Details | |
| 9/17/2019 | CBOE Holdings | CBOE | New Coverage | Outperform (N/A) |
104.20 (179.39) |
72.16% | Details | |
| 7/1/2019 | The RMR Group Inc. | RMR | Upgrade | Outperform (Perform) |
43.96 (22.98) |
-47.73% | Details |
