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Ratings by BMO Capital (James Fotheringham)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
8/3/2022 KKR KKR Maintain Outperform
(N/A)
 
 
  Details
8/3/2022 Credit Acceptance Corp. CACC Maintain Market Perform
(N/A)
 
 
  Details
8/2/2022 Global Payments GPN Maintain Outperform
(N/A)
 
 
  Details
7/29/2022 MasterCard MA Maintain Outperform
(N/A)
 
 
  Details
7/27/2022 Visa V Maintain Outperform
(N/A)
 
 
  Details
7/19/2022 Ally Financial ALLY Maintain Outperform
(N/A)
 
 
  Details
7/19/2022 Bank of America BAC Maintain Market Perform
(N/A)
 
 
  Details
7/18/2022 Citi C Maintain Outperform
(N/A)
 
 
  Details
7/18/2022 Wells Fargo WFC Maintain Market Perform
(N/A)
 
 
  Details
7/18/2022 BlackRock BLK Maintain Market Perform
(N/A)
 
 
  Details
7/15/2022 Morgan Stanley MS Maintain Outperform
(Outperform)
 
 
  Details
6/13/2022 Invesco IVZ Downgrade Market Perform
(Outperform)
18.06
(15.25)
-15.56% Details
6/13/2022 T. Rowe Price TROW Downgrade Market Perform
(Outperform)
121.21
(111.54)
-7.98% Details
6/1/2022 Franklin Resources BEN Maintain Market Perform
(N/A)
 
 
  Details
5/19/2022 Block Inc. SQ Maintain Outperform
(N/A)
 
 
  Details
5/6/2022 Regional Management RM Maintain Market Perform
(N/A)
 
 
  Details
4/29/2022 T. Rowe Price TROW Maintain Outperform
(N/A)
 
 
  Details
4/29/2022 Discover Financial DFS Maintain Market Perform
(N/A)
 
 
  Details
4/28/2022 MasterCard MA Maintain Outperform
(N/A)
 
 
  Details
4/28/2022 PayPal PYPL Maintain Outperform
(N/A)
 
 
  Details
4/27/2022 Invesco IVZ Maintain Outperform
(N/A)
 
 
  Details
4/27/2022 Capital One Financial COF Maintain Outperform
(N/A)
 
 
  Details
4/25/2022 American Express AXP Maintain Market Perform
(N/A)
 
 
  Details
4/19/2022 Bank of America BAC Maintain Market Perform
(N/A)
 
 
  Details
4/19/2022 Synchrony Financial SYF Maintain Outperform
(N/A)
 
 
  Details
4/14/2022 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
4/14/2022 BlackRock BLK Maintain Market Perform
(N/A)
 
 
  Details
4/13/2022 JPMorgan JPM Maintain Market Perform
(N/A)
 
 
  Details
3/3/2022 Citi C Maintain Outperform
(N/A)
 
 
  Details
3/3/2022 Paysafe PSFE Maintain Outperform
(N/A)
 
 
  Details
2/27/2022 Block Inc. SQ Upgrade Outperform
(Market Perform)
94.99
(62.15)
-34.57% Details
2/25/2022 Block Inc. SQ Maintain Market Perform
(N/A)
 
 
  Details
2/14/2022 Victory Capital Holdings, Inc. VCTR Maintain Outperform
(N/A)
 
 
  Details
2/11/2022 Regional Management RM Maintain Market Perform
(N/A)
 
 
  Details
2/2/2022 Franklin Resources BEN Maintain Market Perform
(N/A)
 
 
  Details
2/2/2022 PayPal PYPL Maintain Outperform
(N/A)
 
 
  Details
2/1/2022 Credit Acceptance Corp. CACC Maintain Market Perform
(N/A)
 
 
  Details
1/31/2022 Synchrony Financial SYF Maintain Outperform
(N/A)
 
 
  Details
1/28/2022 T. Rowe Price TROW Maintain Outperform
(N/A)
 
 
  Details
1/28/2022 MasterCard MA Maintain Outperform
(N/A)
 
 
  Details
1/28/2022 SLM Corp. SLM Maintain Market Perform
(N/A)
 
 
  Details
1/28/2022 Visa V Maintain Outperform
(N/A)
 
 
  Details
1/26/2022 World Acceptance Corp WRLD Maintain Underperform
(N/A)
 
 
  Details
1/26/2022 Capital One Financial COF Maintain Outperform
(N/A)
 
 
  Details
1/26/2022 American Express AXP Maintain Market Perform
(N/A)
 
 
  Details
1/25/2022 Invesco IVZ Maintain Outperform
(N/A)
 
 
  Details
1/24/2022 Ally Financial ALLY Maintain Outperform
(N/A)
 
 
  Details
1/21/2022 Discover Financial DFS Maintain Market Perform
(N/A)
 
 
  Details
1/20/2022 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
1/19/2022 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
1/18/2022 BlackRock BLK Maintain Market Perform
(N/A)
 
 
  Details
1/3/2022 PayPal PYPL Upgrade Outperform
(Market Perform)
191.88
(93.83)
-51.1% Details
12/17/2021 T. Rowe Price TROW Upgrade Outperform
(Market Perform)
193.69
(111.54)
-42.41% Details
12/17/2021 Franklin Resources BEN Downgrade Market Perform
(Outperform)
34.61
(23.32)
-32.62% Details
12/17/2021 Invesco IVZ Upgrade Outperform
(Market Perform)
22.90
(15.25)
-33.41% Details
12/10/2021 Focus Financial Partners FOCS Maintain Outperform
(N/A)
 
 
  Details
12/9/2021 Nuvei Corp. NVEI Upgrade Outperform
(Market Perform)
57.97
(29.94)
-48.35% Details
10/28/2021 Visa V Maintain Outperform
(N/A)
 
 
  Details
10/27/2021 CIT Group CIT Maintain Market Perform
(N/A)
 
 
  Details
10/27/2021 World Acceptance Corp WRLD Maintain Outperform
(N/A)
 
 
  Details
10/27/2021 Capital One Financial COF Maintain Outperform
(N/A)
 
 
  Details
10/26/2021 Invesco IVZ Maintain Market Perform
(N/A)
 
 
  Details
10/25/2021 SLM Corp. SLM Maintain Market Perform
(N/A)
 
 
  Details
10/25/2021 American Express AXP Maintain Market Perform
(N/A)
 
 
  Details
10/22/2021 OneMain OMF Maintain Market Perform
(N/A)
 
 
  Details
10/22/2021 Discover Financial DFS Maintain Market Perform
(N/A)
 
 
  Details
10/22/2021 Ally Financial ALLY Maintain Outperform
(N/A)
 
 
  Details
10/20/2021 Synchrony Financial SYF Maintain Outperform
(N/A)
 
 
  Details
10/20/2021 Apollo Global Management APO Maintain Outperform
(N/A)
 
 
  Details
10/18/2021 Wells Fargo WFC Maintain Market Perform
(N/A)
 
 
  Details
10/18/2021 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
10/14/2021 BlackRock BLK Maintain Market Perform
(N/A)
 
 
  Details
10/14/2021 JPMorgan JPM Maintain Market Perform
(N/A)
 
 
  Details
8/6/2021 Global Payments GPN Upgrade Outperform
(Market Perform)
165.44
(117.21)
-29.15% Details
7/30/2021 PayPal PYPL Maintain Market Perform
(N/A)
 
 
  Details
7/30/2021 T. Rowe Price TROW Maintain Market Perform
(N/A)
 
 
  Details
7/30/2021 MasterCard MA Maintain Outperform
(N/A)
 
 
  Details
7/30/2021 The Carlyle Group LP CG Maintain Market Perform
(N/A)
 
 
  Details
7/30/2021 Credit Acceptance Corp. CACC Maintain Market Perform
(N/A)
 
 
  Details
7/20/2021 Synchrony Financial SYF Maintain Outperform
(N/A)
 
 
  Details
7/6/2021 Santander Consumer USA Holdings Inc. SC Downgrade Market Perform
(Outperform)
36.43
(41.60)
14.19% Details
7/5/2021 Ally Financial ALLY Maintain Outperform
(N/A)
 
 
  Details
6/18/2021 Paysafe PSFE New Coverage Outperform
(N/A)
11.22
(1.61)
-85.65% Details
6/15/2021 JPMorgan JPM Maintain Market Perform
(N/A)
 
 
  Details
6/9/2021 Regional Management RM Downgrade Market Perform
(Outperform)
50.48
(29.63)
-41.3% Details
4/30/2021 The Carlyle Group LP CG Maintain Market Perform
(Market Perform)
 
 
  Details
4/19/2021 Ally Financial ALLY Maintain Outperform
(Outperform)
 
 
  Details
4/19/2021 Discover Financial DFS Downgrade Market Perform
(Outperform)
102.00
(96.68)
-5.22% Details
4/19/2021 OneMain OMF Downgrade Market Perform
(Outperform)
55.21
(32.83)
-40.54% Details
4/15/2021 JPMorgan JPM Maintain Market Perform
(Market Perform)
 
 
  Details
4/15/2021 Wells Fargo WFC Maintain Market Perform
(Market Perform)
 
 
  Details
3/29/2021 Ares Management, L.P. ARES Downgrade Market Perform
(Outperform)
53.97
(68.20)
26.37% Details
3/29/2021 Franklin Resources BEN Upgrade Outperform
(Market Perform)
29.12
(23.32)
-19.92% Details
3/9/2021 Athene Holding ATH Maintain Outperform
(Outperform)
 
 
  Details
2/19/2021 Focus Financial Partners FOCS Maintain Outperform
(Outperform)
 
 
  Details
2/12/2021 Ares Management, L.P. ARES Maintain Outperform
(N/A)
 
 
  Details
2/12/2021 Victory Capital Holdings, Inc. VCTR Maintain Outperform
(N/A)
 
 
  Details
1/28/2021 CIT Group CIT Maintain Market Perform
(Market Perform)
 
 
  Details
1/28/2021 The Blackstone Group BX Maintain Market Perform
(Market Perform)
 
 
  Details
1/22/2021 Discover Financial DFS Maintain Outperform
(Outperform)
 
 
  Details
1/21/2021 Morgan Stanley MS Maintain Outperform
(Outperform)
 
 
  Details
1/18/2021 Wells Fargo WFC Maintain Market Perform
(Market Perform)
 
 
  Details
1/18/2021 JPMorgan JPM Maintain Market Perform
(Market Perform)
 
 
  Details
12/10/2020 Ally Financial ALLY Maintain Outperform
(Outperform)
 
 
  Details
11/29/2020 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
11/29/2020 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
11/29/2020 CIT Group CIT Maintain Market Perform
(N/A)
 
 
  Details
11/29/2020 Regional Management RM Maintain Outperform
(N/A)
 
 
  Details
11/29/2020 World Acceptance Corp WRLD Maintain Underperform
(N/A)
 
 
  Details
11/29/2020 OneMain OMF Maintain Outperform
(N/A)
 
 
  Details
11/29/2020 Navient Corporation NAVI Maintain Market Perform
(N/A)
 
 
  Details
11/29/2020 SLM Corp. SLM Maintain Market Perform
(N/A)
 
 
  Details
11/29/2020 Credit Acceptance Corp. CACC Maintain Market Perform
(N/A)
 
 
  Details
11/29/2020 Santander Consumer USA Holdings Inc. SC Maintain Outperform
(N/A)
 
 
  Details
11/29/2020 Ally Financial ALLY Maintain Outperform
(N/A)
 
 
  Details
11/29/2020 Synchrony Financial SYF Maintain Outperform
(N/A)
 
 
  Details
11/29/2020 Discover Financial DFS Maintain Outperform
(N/A)
 
 
  Details
11/29/2020 American Express AXP Maintain Market Perform
(N/A)
 
 
  Details
11/29/2020 Capital One Financial COF Maintain Outperform
(N/A)
 
 
  Details
11/29/2020 Citi C Maintain Outperform
(N/A)
 
 
  Details
11/29/2020 Wells Fargo WFC Maintain Market Perform
(N/A)
 
 
  Details
11/29/2020 Bank of America BAC Maintain Market Perform
(N/A)
 
 
  Details
11/29/2020 JPMorgan JPM Maintain Market Perform
(N/A)
 
 
  Details
11/11/2020 CIT Group CIT Downgrade Market Perform
(Outperform)
35.18
(53.50)
52.08% Details
11/10/2020 Ebix, Inc. EBIX Maintain Market Perform
(N/A)
 
 
  Details
11/6/2020 Victory Capital Holdings, Inc. VCTR Maintain Outperform
(N/A)
 
 
  Details
10/30/2020 Apollo Global Management APO Upgrade Outperform
(Market Perform)
38.89
(51.63)
32.76% Details
10/23/2020 World Acceptance Corp WRLD Maintain Underperform
(N/A)
 
 
  Details
10/23/2020 SLM Corp. SLM Maintain Market Perform
(N/A)
 
 
  Details
10/23/2020 Discover Financial DFS Maintain Outperform
(N/A)
 
 
  Details
10/15/2020 Goldman Sachs GS Maintain Outperform
(Outperform)
 
 
  Details
10/15/2020 BlackRock BLK Maintain Market Perform
(Market Perform)
 
 
  Details
9/25/2020 Ally Financial ALLY Maintain Outperform
(Outperform)
 
 
  Details
7/27/2020 American Express AXP Maintain Market Perform
(Market Perform)
 
 
  Details
7/20/2020 Ally Financial ALLY Maintain Outperform
(N/A)
 
 
  Details
7/20/2020 Ally Financial ALLY Maintain Outperform
(N/A)
 
 
  Details
7/20/2020 BlackRock BLK Maintain Market Perform
(N/A)
 
 
  Details
7/17/2020 Ally Financial ALLY Maintain Outperform
(N/A)
 
 
  Details
7/16/2020 Wells Fargo WFC Maintain Market Perform
(N/A)
 
 
  Details
6/29/2020 T. Rowe Price TROW Maintain Market Perform
(N/A)
 
 
  Details
5/15/2020 Apollo Global Management APO Downgrade Market Perform
(Outperform)
41.66
(51.63)
23.93% Details
5/15/2020 Ally Financial ALLY Upgrade Outperform
(Market Perform)
13.98
(30.69)
119.53% Details
5/15/2020 Discover Financial DFS Upgrade Outperform
(Market Perform)
36.39
(96.68)
165.68% Details
5/15/2020 Regional Management RM Upgrade Outperform
(Market Perform)
11.30
(50.48)
346.73% Details
5/15/2020 Goldman Sachs GS Upgrade Outperform
(Market Perform)
171.80
(309.00)
79.86% Details
5/15/2020 CIT Group CIT Upgrade Outperform
(Market Perform)
13.33
(53.50)
301.35% Details
5/15/2020 PayPal PYPL Downgrade Market Perform
(Outperform)
143.73
(191.88)
33.5% Details
5/15/2020 SLM Corp. SLM Downgrade Market Perform
(Outperform)
7.29
(15.48)
112.35% Details
5/7/2020 PayPal PYPL Maintain Outperform
(N/A)
 
 
  Details
5/7/2020 Ares Management, L.P. ARES Maintain Market Perform
(N/A)
 
 
  Details
5/7/2020 KKR KKR Maintain Outperform
(N/A)
 
 
  Details
5/7/2020 AssetMark Financial Holdings Inc. AMK Maintain Market Perform
(N/A)
 
 
  Details
5/4/2020 Apollo Global Management APO Maintain Outperform
(N/A)
 
 
  Details
5/4/2020 Visa V Maintain Outperform
(N/A)
 
 
  Details
5/1/2020 The Carlyle Group LP CG Maintain Market Perform
(N/A)
 
 
  Details
5/1/2020 Franklin Resources BEN Maintain Market Perform
(N/A)
 
 
  Details
4/27/2020 Capital One Financial COF Maintain Outperform
(N/A)
 
 
  Details
4/27/2020 American Express AXP Maintain Market Perform
(N/A)
 
 
  Details
4/24/2020 The Blackstone Group BX Maintain Market Perform
(N/A)
 
 
  Details
4/24/2020 Invesco IVZ Maintain Market Perform
(N/A)
 
 
  Details
4/21/2020 Ally Financial ALLY Maintain Market Perform
(N/A)
 
 
  Details
4/16/2020 Goldman Sachs GS Maintain Market Perform
(N/A)
 
 
  Details
4/16/2020 Bank of America BAC Maintain Market Perform
(N/A)
 
 
  Details
4/16/2020 Citi C Maintain Outperform
(N/A)
 
 
  Details
4/15/2020 JPMorgan JPM Maintain Market Perform
(N/A)
 
 
  Details
4/15/2020 Wells Fargo WFC Maintain Market Perform
(N/A)
 
 
  Details
3/26/2020 Square SQ Maintain Market Perform
(Market Perform)
 
 
  Details
3/3/2020 Ebix, Inc. EBIX Maintain Market Perform
(N/A)
 
 
  Details
2/26/2020 JPMorgan JPM Maintain Market Perform
(N/A)
 
 
  Details
2/20/2020 Ally Financial ALLY Maintain Market Perform
(N/A)
 
 
  Details
2/19/2020 Franklin Resources BEN Upgrade Market Perform
(Underperform)
26.05
(23.32)
-10.48% Details
2/19/2020 Athene Holding ATH Maintain Outperform
(N/A)
 
 
  Details
2/18/2020 Victory Capital Holdings, Inc. VCTR Maintain Outperform
(N/A)
 
 
  Details
2/18/2020 Ares Management, L.P. ARES Maintain Market Perform
(N/A)
 
 
  Details
2/13/2020 Global Payments GPN Maintain Market Perform
(N/A)
 
 
  Details
2/12/2020 OneMain OMF Maintain Outperform
(N/A)
 
 
  Details
2/6/2020 The Carlyle Group LP CG Maintain Market Perform
(N/A)
 
 
  Details
1/31/2020 Credit Acceptance Corp. CACC Maintain Market Perform
(N/A)
 
 
  Details
1/31/2020 Apollo Global Management APO Maintain Outperform
(N/A)
 
 
  Details
1/31/2020 The Blackstone Group BX Maintain Market Perform
(N/A)
 
 
  Details
1/31/2020 Franklin Resources BEN Maintain Underperform
(N/A)
 
 
  Details
1/27/2020 Synchrony Financial SYF Maintain Outperform
(N/A)
 
 
  Details
1/27/2020 Discover Financial DFS Maintain Market Perform
(N/A)
 
 
  Details
1/27/2020 American Express AXP Maintain Market Perform
(N/A)
 
 
  Details
1/27/2020 Synchrony Financial SYF Maintain Outperform
(N/A)
 
 
  Details
1/27/2020 Discover Financial DFS Maintain Market Perform
(N/A)
 
 
  Details
1/27/2020 American Express AXP Maintain Market Perform
(N/A)
 
 
  Details
1/24/2020 SLM Corp. SLM Maintain Outperform
(N/A)
 
 
  Details
1/22/2020 Capital One Financial COF Maintain Outperform
(N/A)
 
 
  Details
1/16/2020 BlackRock BLK Maintain Market Perform
(N/A)
 
 
  Details
1/16/2020 Goldman Sachs GS Maintain Market Perform
(N/A)
 
 
  Details
1/15/2020 Visa V Maintain Outperform
(N/A)
 
 
  Details
1/15/2020 Citi C Maintain Outperform
(N/A)
 
 
  Details
1/15/2020 JPMorgan JPM Maintain Market Perform
(N/A)
 
 
  Details
1/15/2020 Wells Fargo WFC Maintain Market Perform
(N/A)
 
 
  Details
1/3/2020 Bank of America BAC Downgrade Market Perform
(Outperform)
35.22
(31.92)
-9.37% Details
12/18/2019 AssetMark Financial Holdings Inc. AMK Maintain Market Perform
(N/A)
 
 
  Details
11/13/2019 Ebix, Inc. EBIX Maintain Market Perform
(N/A)
 
 
  Details
11/11/2019 Focus Financial Partners FOCS Maintain Outperform
(N/A)
 
 
  Details
11/8/2019 Regional Management RM Maintain Market Perform
(N/A)
 
 
  Details
11/8/2019 Square SQ Maintain Market Perform
(N/A)
 
 
  Details
11/7/2019 AssetMark Financial Holdings Inc. AMK Maintain Market Perform
(N/A)
 
 
  Details
11/5/2019 Credit Acceptance Corp. CACC Maintain Market Perform
(N/A)
 
 
  Details
10/31/2019 MasterCard MA Maintain Outperform
(N/A)
 
 
  Details
10/31/2019 Santander Consumer USA Holdings Inc. SC Maintain Outperform
(N/A)
 
 
  Details
10/28/2019 Capital One Financial COF Maintain Outperform
(N/A)
 
 
  Details
10/28/2019 Visa V Maintain Outperform
(N/A)
 
 
  Details
10/25/2019 SLM Corp. SLM Maintain Outperform
(N/A)
 
 
  Details
10/24/2019 The Blackstone Group BX Maintain Market Perform
(N/A)
 
 
  Details
10/24/2019 Navient Corporation NAVI Maintain Market Perform
(N/A)
 
 
  Details
10/24/2019 Invesco IVZ Maintain Market Perform
(N/A)
 
 
  Details
10/23/2019 Discover Financial DFS Maintain Market Perform
(N/A)
 
 
  Details
10/21/2019 American Express AXP Maintain Market Perform
(N/A)
 
 
  Details
10/16/2019 JPMorgan JPM Maintain Market Perform
(N/A)
 
 
  Details
10/16/2019 BlackRock BLK Maintain Market Perform
(N/A)
 
 
  Details
10/16/2019 Wells Fargo WFC Maintain Market Perform
(N/A)
 
 
  Details
10/16/2019 Goldman Sachs GS Maintain Market Perform
(N/A)
 
 
  Details
10/16/2019 Citi C Maintain Outperform
(N/A)
 
 
  Details
10/8/2019 Victory Capital Holdings, Inc. VCTR New Coverage Outperform
(N/A)
14.55
(26.05)
79.04% Details
10/8/2019 AssetMark Financial Holdings Inc. AMK New Coverage Market Perform
(N/A)
24.04
(19.00)
-20.97% Details
10/8/2019 Ares Management, L.P. ARES New Coverage Market Perform
(N/A)
26.42
(68.20)
158.14% Details
10/8/2019 Invesco IVZ New Coverage Market Perform
(N/A)
15.89
(15.25)
-4.03% Details
10/8/2019 The Carlyle Group LP CG New Coverage Market Perform
(N/A)
24.80
(28.33)
14.23% Details
10/8/2019 Franklin Resources BEN New Coverage Underperform
(N/A)
27.38
(26.05)
-4.86% Details
10/8/2019 T. Rowe Price TROW New Coverage Market Perform
(N/A)
110.98
(111.54)
0.5% Details
10/8/2019 KKR KKR New Coverage Outperform
(N/A)
25.88
(47.29)
82.73% Details
10/8/2019 The Blackstone Group BX New Coverage Market Perform
(N/A)
46.93
(92.04)
96.12% Details
10/8/2019 BlackRock BLK New Coverage Market Perform
(N/A)
427.44
(583.15)
36.43% Details
10/8/2019 Victory Capital Holdings, Inc. VCTR New Coverage Outperform
(N/A)
14.55
(26.05)
79.04% Details
10/8/2019 Apollo Global Management APO New Coverage Outperform
(N/A)
37.59
(51.63)
37.35% Details
8/15/2019 CIT Group CIT Maintain Market Perform
(N/A)
 
 
  Details
8/9/2019 Ebix, Inc. EBIX Maintain Market Perform
(N/A)
 
 
  Details
8/7/2019 Athene Holding ATH Maintain Outperform
(N/A)
 
 
  Details
8/5/2019 Square SQ Maintain Market Perform
(N/A)
 
 
  Details
8/2/2019 Total System Services TSS Maintain Market Perform
(N/A)
 
 
  Details
8/1/2019 Global Payments GPN Maintain Market Perform
(N/A)
 
 
  Details
8/1/2019 Credit Acceptance Corp. CACC Maintain Market Perform
(N/A)
 
 
  Details
7/31/2019 OneMain OMF Maintain Outperform
(N/A)
 
 
  Details
7/31/2019 MasterCard MA Maintain Outperform
(N/A)
 
 
  Details
7/26/2019 World Acceptance Corp WRLD Maintain Underperform
(N/A)
 
 
  Details
7/26/2019 SLM Corp. SLM Maintain Outperform
(N/A)
 
 
  Details
7/26/2019 Navient Corporation NAVI Maintain Market Perform
(N/A)
 
 
  Details
7/26/2019 First Data Corporation FDC Maintain Market Perform
(N/A)
 
 
  Details
7/25/2019 Visa V Maintain Outperform
(N/A)
 
 
  Details
7/25/2019 Santander Consumer USA Holdings Inc. SC Maintain Outperform
(N/A)
 
 
  Details
7/25/2019 Discover Financial DFS Maintain Market Perform
(N/A)
 
 
  Details
7/24/2019 CIT Group CIT Maintain Market Perform
(N/A)
 
 
  Details
7/22/2019 Ebix, Inc. EBIX Maintain Market Perform
(N/A)
 
 
  Details
7/21/2019 Synchrony Financial SYF Maintain Outperform
(N/A)
 
 
  Details
7/19/2019 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
7/19/2019 Capital One Financial COF Maintain Outperform
(N/A)
 
 
  Details
7/18/2019 Ally Financial ALLY Maintain Outperform
(N/A)
 
 
  Details
7/17/2019 Wells Fargo WFC Maintain Market Perform
(N/A)
 
 
  Details
7/17/2019 JPMorgan JPM Maintain Market Perform
(N/A)
 
 
  Details
7/17/2019 Goldman Sachs GS Maintain Market Perform
(N/A)
 
 
  Details
7/15/2019 Citi C Maintain Outperform
(N/A)
 
 
  Details
7/1/2019 Santander Consumer USA Holdings Inc. SC Maintain Outperform
(N/A)
 
 
  Details
6/18/2019 Bank of America BAC Upgrade Outperform
(Market Perform)
28.04
(35.22)
25.61% Details
5/30/2019 Total System Services TSS Maintain Market Perform
(N/A)
 
 
  Details
5/29/2019 Global Payments GPN Downgrade Market Perform
(Outperform)
153.44
(117.21)
-23.61% Details
5/16/2019 Focus Financial Partners FOCS Maintain Outperform
(N/A)
 
 
  Details
5/13/2019 Ebix, Inc. EBIX Maintain Market Perform
(N/A)
 
 
  Details
5/10/2019 World Acceptance Corp WRLD Maintain Underperform
(N/A)
 
 
  Details
5/9/2019 Athene Holding ATH Maintain Outperform
(N/A)
 
 
  Details
5/3/2019 Square SQ Maintain Market Perform
(N/A)
 
 
  Details
5/3/2019 Worldplay Inc. WP Maintain Market Perform
(N/A)
 
 
  Details
5/3/2019 Global Payments GPN Maintain Outperform
(N/A)
 
 
  Details
5/2/2019 First Data Corporation FDC Maintain Market Perform
(N/A)
 
 
  Details
5/1/2019 MasterCard MA Maintain Outperform
(N/A)
 
 
  Details
5/1/2019 Credit Acceptance Corp. CACC Maintain Market Perform
(N/A)
 
 
  Details
4/29/2019 Discover Financial DFS Maintain Market Perform
(N/A)
 
 
  Details
4/29/2019 Capital One Financial COF Maintain Outperform
(N/A)
 
 
  Details
4/26/2019 Visa V Maintain Outperform
(N/A)
 
 
  Details
4/26/2019 PayPal PYPL Maintain Outperform
(N/A)
 
 
  Details
4/25/2019 Total System Services TSS Maintain Market Perform
(N/A)
 
 
  Details
4/25/2019 Navient Corporation NAVI Maintain Market Perform
(N/A)
 
 
  Details
4/22/2019 SLM Corp. SLM Maintain Outperform
(N/A)
 
 
  Details
4/22/2019 Ally Financial ALLY Maintain Market Perform
(N/A)
 
 
  Details
4/18/2019 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
4/17/2019 Bank of America BAC Maintain Market Perform
(N/A)
 
 
  Details
4/16/2019 Goldman Sachs GS Maintain Market Perform
(N/A)
 
 
  Details
4/16/2019 Citi C Maintain Outperform
(N/A)
 
 
  Details
4/15/2019 Wells Fargo WFC Maintain Market Perform
(N/A)
 
 
  Details
4/15/2019 JPMorgan JPM Maintain Market Perform
()
 
 
  Details
4/1/2019 Capital One Financial COF Maintain Outperform
(N/A)
 
 
  Details
3/19/2019 Worldplay Inc. WP Downgrade Market Perform
(Outperform)
98.68
(135.00)
36.81% Details
3/5/2019 Ebix, Inc. EBIX Maintain Market Perform
(N/A)
 
 
  Details
3/1/2019 Square SQ Maintain Market Perform
(N/A)
 
 
  Details
2/28/2019 JPMorgan JPM Maintain Market Perform
(N/A)
 
 
  Details
2/28/2019 Athene Holding ATH Upgrade Outperform
(Market Perform)
44.38
(83.33)
87.76% Details
2/27/2019 Worldplay Inc. WP Maintain Outperform
(N/A)
 
 
  Details
2/1/2019 Credit Acceptance Corp. CACC Maintain Market Perform
(N/A)
 
 
  Details
2/1/2019 World Acceptance Corp WRLD Maintain Underperform
(N/A)
 
 
  Details
2/1/2019 MasterCard MA Maintain Outperform
(N/A)
 
 
  Details
1/31/2019 Total System Services TSS Maintain Market Perform
(N/A)
 
 
  Details
1/31/2019 Santander Consumer USA Holdings Inc. SC Maintain Outperform
(N/A)
 
 
  Details
1/31/2019 Ally Financial ALLY Maintain Market Perform
(N/A)
 
 
  Details
1/25/2019 SLM Corp. SLM Upgrade Outperform
(Market Perform)
9.49
(15.48)
63.12% Details
1/24/2019 Synchrony Financial SYF Maintain Outperform
(N/A)
 
 
  Details
1/24/2019 Navient Corporation NAVI Maintain Market Perform
(N/A)
 
 
  Details
1/23/2019 Capital One Financial COF Maintain Outperform
(N/A)
 
 
  Details
1/17/2019 Goldman Sachs GS Maintain Market Perform
(N/A)
 
 
  Details
1/15/2019 Citi C Upgrade Outperform
(Market Perform)
56.69
(43.84)
-22.67% Details
12/12/2018 Athene Holding ATH Maintain Market Perform
(N/A)
 
 
  Details
11/15/2018 Focus Financial Partners FOCS Maintain Outperform
(N/A)
 
 
  Details
11/5/2018 World Acceptance Corp WRLD Maintain Underperform
(N/A)
 
 
  Details
11/2/2018 Santander Consumer USA Holdings Inc. SC Maintain Outperform
(N/A)
 
 
  Details
11/1/2018 MasterCard MA Maintain Outperform
(N/A)
 
 
  Details
11/1/2018 Credit Acceptance Corp. CACC Maintain Market Perform
(N/A)
 
 
  Details
11/1/2018 Global Payments GPN Maintain Outperform
(N/A)
 
 
  Details
10/25/2018 Visa V Maintain Outperform
(N/A)
 
 
  Details
10/24/2018 Capital One Financial COF Maintain Outperform
(N/A)
 
 
  Details
10/22/2018 Synchrony Financial SYF Maintain Outperform
(N/A)
 
 
  Details
10/22/2018 PayPal PYPL Maintain Outperform
(N/A)
 
 
  Details
10/22/2018 American Express AXP Maintain Market Perform
(N/A)
 
 
  Details
10/15/2018 Wells Fargo WFC Maintain Market Perform
(N/A)
 
 
  Details
10/15/2018 JPMorgan JPM Maintain Market Perform
(N/A)
 
 
  Details
10/15/2018 Citi C Maintain Market Perform
(N/A)
 
 
  Details
10/1/2018 Focus Financial Partners FOCS Maintain Outperform
(N/A)
 
 
  Details
9/27/2018 First Data Corporation FDC New Coverage Market Perform
(N/A)
25.22
(31.69)
25.65% Details
9/27/2018 Global Payments GPN New Coverage Outperform
(N/A)
127.86
(153.44)
20.01% Details
9/27/2018 Ebix, Inc. EBIX New Coverage Market Perform
(N/A)
79.35
(20.14)
-74.62% Details
9/27/2018 Total System Services TSS New Coverage Market Perform
(N/A)
98.78
(133.27)
34.92% Details
9/27/2018 Square SQ New Coverage Market Perform
(N/A)
95.35
(94.99)
-0.38% Details
9/27/2018 Worldplay Inc. WP New Coverage Outperform
(N/A)
99.71
(98.68)
-1.03% Details
9/27/2018 PayPal PYPL New Coverage Outperform
(N/A)
90.04
(93.83)
4.21% Details
9/27/2018 MasterCard MA New Coverage Outperform
(N/A)
222.12
(304.20)
36.95% Details
9/27/2018 Visa V New Coverage Outperform
(N/A)
149.58
(187.67)
25.46% Details
8/14/2018 Corporate Capital Trust CCT Maintain Market Perform
(N/A)
 
 
  Details