Truist Financial Score: 40
Firm Overview & Performance
Avg Return (Buy)
How much profit would you make?
Calculates the average return of all BUY recommendations after exactly 1 year (or today if newer).
Note: Sell ratings are ignored here to focus on investment potential.
Calculates the average return of all BUY recommendations after exactly 1 year (or today if newer).
Note: Sell ratings are ignored here to focus on investment potential.
+8.1%
1 Year Cap
Win Rate
How often is the direction correct?
Percentage of trades that are currently profitable.
• Buy: Stock price went UP 📈
• Sell: Stock price went DOWN 📉
Percentage of trades that are currently profitable.
• Buy: Stock price went UP 📈
• Sell: Stock price went DOWN 📉
56%
1986 W / 1563 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
81%
1834 W / 424 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
18%
407 W / 1851 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
7%
149 W / 2109 L
High Conviction
The "Brave" Trades (>20% Upside)
Win Rate only for recommendations where the analyst predicted a massive move (>20%).
Shows if they are right when they bet big.
Win Rate only for recommendations where the analyst predicted a massive move (>20%).
Shows if they are right when they bet big.
54%
770 W / 651 L
Long Wins
Success rate for BUY ratings
How often is the analyst right when saying "Buy"?
(Price went UP).
How often is the analyst right when saying "Buy"?
(Price went UP).
56%
1824 W / 1408 L
Short Wins
Success rate for SELL ratings
How often is the analyst right when saying "Sell"?
(Price went DOWN).
How often is the analyst right when saying "Sell"?
(Price went DOWN).
51%
162 W / 155 L
Latest Price Targets
| Date | Stock | Signal | Analyst | Target | Start Price | Best Price (1Y) | Current Price |
|---|---|---|---|---|---|---|---|
| Jun 26, 2026 |
Citigroup Inc
C
|
BUY | - |
$158.00
Est. +11%
|
$142.41 | $145.10 |
$139.93
-1.7%
|
| Jun 26, 2026 |
BlackRock New York Municipal Income Trust
BNY
|
BUY | David Smith |
$160.00
Est. +12%
|
$142.77 | $148.00 |
$146.62
+2.7%
|
| Jun 26, 2026 |
JPMorgan Chase & Co.
JPM
|
BUY | John McDonald |
$344.00
Est. +4%
|
$331.97 | $338.84 |
$334.47
+0.8%
|
| Jun 26, 2026 |
Coca-Cola Co
KO
|
BUY | - |
$88.00
Est. +8%
|
$81.42 | $84.14 |
$84.14
+3.3%
|
| Jun 26, 2026 |
Sun Communities, Inc.
SUI
|
BUY | - |
$138.00
Est. +15%
|
$119.77 | $123.91 |
$123.63
+3.2%
|
| Jun 26, 2026 |
Bank Of America Corp.
BAC
|
BUY | John McDonald |
$64.00
Est. +11%
|
$57.66 | $59.00 |
$58.73
+1.9%
|
| Jun 26, 2026 |
PNC Financial Services Group Inc
PNC
|
BUY | - |
$257.00
Est. +5%
|
$243.70 | $254.00 |
$249.49
+2.4%
|
| Jun 26, 2026 |
Vornado Realty Trust
VNO
|
BUY | - |
$39.00
Est. +1%
|
$38.58 | $40.60 |
$40.58
+5.2%
|
| Jun 26, 2026 |
Highwoods Properties, Inc.
HIW
|
BUY | - |
$30.00
Est. +1%
|
$29.66 | $31.88 |
$31.86
+7.4%
|
| Jun 25, 2026 |
Exelixis Inc
EXEL
|
BUY | Gregory Renza |
$54.00
Est. +2%
|
$52.87 | $56.21 |
$55.85
+5.6%
|
| Jun 25, 2026 |
Fedex Corp
FDX
|
BUY | - |
$365.00
Est. +15%
|
$316.83 | $329.48 |
$313.00
-1.2%
|
| Jun 25, 2026 |
Sila Realty Trust Inc
SILA
|
SELL | - |
$30.00
Est. +1%
|
$30.34 | $30.31 (Low) |
$30.36
-0.1%
|
| Jun 25, 2026 |
Janux Therapeutics Inc
JANX
|
BUY | - |
$26.00
Est. +78%
|
$14.64 | $15.81 |
$15.54
+6.1%
|
| Jun 24, 2026 |
KB Home
KBH
|
SELL | - |
$56.00
Est. +9%
|
$61.27 | $56.04 (Low) |
$61.16
+0.2%
|
| Jun 24, 2026 |
Digital Realty Trust Inc
DLR
|
BUY | - |
$225.00
Est. +16%
|
$194.07 | $197.03 |
$173.30
-10.7%
|
| Jun 24, 2026 |
Keycorp
KEY
|
BUY | - |
$24.00
Est. +4%
|
$23.02 | $23.72 |
$23.02
0.0%
|
| Jun 24, 2026 |
Citizens Financial Group Inc
CFG
|
BUY | - |
$72.00
Est. +4%
|
$68.99 | $72.46 |
$70.98
+2.9%
|
| Jun 23, 2026 |
Macerich Co.
MAC
|
BUY | Michael Lewis |
$26.00
Est. +7%
|
$24.39 | $25.97 |
$25.46
+4.4%
|
| Jun 23, 2026 |
National Storage Affiliates Trust
NSA
|
BUY | - |
$45.00
Est. +1%
|
$44.74 | $46.04 |
$46.04
+2.9%
|
| Jun 23, 2026 |
Simon Property Group, Inc.
SPG
|
SELL | Michael Lewis |
$215.00
Est. +1%
|
$216.62 | $214.19 (Low) |
$226.06
-4.4%
|
| Jun 23, 2026 |
Public Storage.
PSA
|
BUY | Michael Lewis |
$338.00
Est. +6%
|
$320.22 | $329.64 |
$329.64
+2.9%
|
| Jun 22, 2026 |
Accenture plc - Ordinary Shares - Class A
ACN
|
BUY | - |
$150.00
Est. +17%
|
$127.98 | $138.90 |
$137.35
+7.3%
|
| Jun 22, 2026 |
TREX Co., Inc.
TREX
|
BUY | Keith Hughes |
$55.00
Est. +17%
|
$47.13 | $50.34 |
$48.47
+2.8%
|
| Jun 22, 2026 |
Incyte Corp.
INCY
|
BUY | - |
$105.00
Est. +2%
|
$103.21 | $118.69 |
$116.86
+13.2%
|
| Jun 22, 2026 |
Corning, Inc.
GLW
|
BUY | Matthew Niknam |
$205.00
Est. +5%
|
$195.00 | $271.78 |
$196.70
+0.9%
|
| Jun 18, 2026 |
Carmax Inc
KMX
|
BUY | - |
$50.00
Est. +6%
|
$47.35 | $54.51 |
$50.98
+7.7%
|
| Jun 17, 2026 |
Lineage Inc.
LINE
|
BUY | Michael Lewis |
$46.00
Est. +7%
|
$42.83 | $45.10 |
$44.00
+2.7%
|
| Jun 17, 2026 |
CubeSmart
CUBE
|
BUY | Michael Lewis |
$43.00
Est. +4%
|
$41.20 | $41.27 |
$40.98
-0.5%
|
| Jun 17, 2026 |
Assurant Inc
AIZ
|
BUY | - |
$310.00
Est. +19%
|
$260.55 | $279.49 |
$279.48
+7.3%
|
| Jun 17, 2026 |
Extra Space Storage Inc.
EXR
|
BUY | Ki Bin Kim |
$148.00
Est. +3%
|
$143.92 | $149.70 |
$149.29
+3.7%
|
| Jun 17, 2026 |
Guardian Pharmacy Services, Inc.
GRDN
|
BUY | - |
$47.00
Est. +11%
|
$42.42 | $44.00 |
$42.00
-1.0%
|
| Jun 17, 2026 |
SailPoint Technologies Holdings Inc
SAIL
|
BUY | Junaid Siddiqui |
$18.00
Est. +31%
|
$13.71 | $16.03 |
$15.27
+11.4%
|
| Jun 17, 2026 |
Snap Inc - Ordinary Shares - Class A
SNAP
|
BUY | Youssef Squali |
$8.00
Est. +66%
|
$4.83 | $4.87 |
$4.85
+0.4%
|
| Jun 16, 2026 |
Tractor Supply Co.
TSCO
|
BUY | - |
$32.00
Est. +4%
|
$30.88 | $32.64 |
$31.76
+2.8%
|
| Jun 16, 2026 |
Equity Residential Properties Trust
EQR
|
BUY | Michael Lewis |
$72.00
Est. +9%
|
$66.18 | $69.83 |
$69.83
+5.5%
|
| Jun 16, 2026 |
Avalonbay Communities Inc.
AVB
|
BUY | - |
$202.00
Est. +9%
|
$184.48 | $193.96 |
$193.96
+5.1%
|
| Jun 15, 2026 |
Piedmont Office Realty Trust Inc - Ordinary Shares - Class A
PDM
|
BUY | - |
$11.00
Est. +21%
|
$9.10 | $9.71 |
$9.61
+5.6%
|
| Jun 15, 2026 |
Datadog Inc - Ordinary Shares - Class A
DDOG
|
BUY | Miller Jump |
$300.00
Est. +30%
|
$229.90 | $271.26 |
$260.36
+13.2%
|
| Jun 15, 2026 |
BlackRock ETF Trust II - BlackRock Short-Term California Muni Bond ETF
CALY
|
BUY | Gregory Miller |
$19.00
Est. +9%
|
$17.38 | $19.36 |
$18.26
+5.1%
|
| Jun 15, 2026 |
Truist Financial Corporation
TFC
|
BUY | - |
$59.00
Est. +19%
|
$49.78 | $52.07 |
$50.98
+2.4%
|
| Jun 12, 2026 |
National Health Investors, Inc.
NHI
|
BUY | - |
$81.00
Est. +13%
|
$71.82 | $77.98 |
$77.49
+7.9%
|
| Jun 12, 2026 |
Six Flags Entertainment Corp.
FUN
|
BUY | - |
$28.00
Est. +16%
|
$24.19 | $25.95 |
$20.99
-13.2%
|
| Jun 12, 2026 |
Churchill Downs, Inc.
CHDN
|
BUY | Barry Jonas |
$145.00
Est. +67%
|
$86.88 | $93.56 |
$90.91
+4.6%
|
| Jun 12, 2026 |
Albany International Corp. - Ordinary Shares - Class A
AIN
|
SELL | - |
$61.00
Est. +16%
|
$72.38 | $70.25 (Low) |
$73.39
-1.4%
|
| Jun 11, 2026 |
Oxford Industries, Inc.
OXM
|
BUY | - |
$40.00
Est. +11%
|
$36.09 | $39.50 |
$34.88
-3.4%
|
| Jun 11, 2026 |
Camden Property Trust
CPT
|
BUY | Michael Lewis |
$123.00
Est. +6%
|
$115.86 | $117.56 |
$117.25
+1.2%
|
| Jun 11, 2026 |
Sutro Biopharma Inc
STRO
|
BUY | - |
$50.00
Est. +92%
|
$26.09 | $34.01 |
$30.43
+16.6%
|
| Jun 11, 2026 |
Insulet Corporation
PODD
|
BUY | Richard Newitter |
$219.00
Est. +47%
|
$149.19 | $167.68 |
$164.48
+10.2%
|
| Jun 11, 2026 |
Cloudflare Inc - Ordinary Shares - Class A
NET
|
BUY | Junaid Sidd |
$250.00
Est. +12%
|
$222.43 | $252.32 |
$242.14
+8.9%
|
| Jun 10, 2026 |
Global E Online Ltd
GLBE
|
BUY | Matthew Coad |
$39.00
Est. +20%
|
$32.38 | $37.68 |
$36.85
+13.8%
|
Citigroup Inc
C
Jun 26, 2026
Analyst
-
Signal & Target
BUY
$158.00
Start Price
$142.41
Best Price (1Y)
$145.10
Current Price
$139.93
Return
-1.7%
BlackRock New York Municipal Income Trust
BNY
Jun 26, 2026
Analyst
David Smith
Signal & Target
BUY
$160.00
Start Price
$142.77
Best Price (1Y)
$148.00
Current Price
$146.62
Return
+2.7%
JPMorgan Chase & Co.
JPM
Jun 26, 2026
Analyst
John McDonald
Signal & Target
BUY
$344.00
Start Price
$331.97
Best Price (1Y)
$338.84
Current Price
$334.47
Return
+0.8%
Coca-Cola Co
KO
Jun 26, 2026
Analyst
-
Signal & Target
BUY
$88.00
Start Price
$81.42
Best Price (1Y)
$84.14
Current Price
$84.14
Return
+3.3%
Sun Communities, Inc.
SUI
Jun 26, 2026
Analyst
-
Signal & Target
BUY
$138.00
Start Price
$119.77
Best Price (1Y)
$123.91
Current Price
$123.63
Return
+3.2%
Bank Of America Corp.
BAC
Jun 26, 2026
Analyst
John McDonald
Signal & Target
BUY
$64.00
Start Price
$57.66
Best Price (1Y)
$59.00
Current Price
$58.73
Return
+1.9%
PNC Financial Services Group Inc
PNC
Jun 26, 2026
Analyst
-
Signal & Target
BUY
$257.00
Start Price
$243.70
Best Price (1Y)
$254.00
Current Price
$249.49
Return
+2.4%
Vornado Realty Trust
VNO
Jun 26, 2026
Analyst
-
Signal & Target
BUY
$39.00
Start Price
$38.58
Best Price (1Y)
$40.60
Current Price
$40.58
Return
+5.2%
Highwoods Properties, Inc.
HIW
Jun 26, 2026
Analyst
-
Signal & Target
BUY
$30.00
Start Price
$29.66
Best Price (1Y)
$31.88
Current Price
$31.86
Return
+7.4%
Exelixis Inc
EXEL
Jun 25, 2026
Analyst
Gregory Renza
Signal & Target
BUY
$54.00
Start Price
$52.87
Best Price (1Y)
$56.21
Current Price
$55.85
Return
+5.6%
Fedex Corp
FDX
Jun 25, 2026
Analyst
-
Signal & Target
BUY
$365.00
Start Price
$316.83
Best Price (1Y)
$329.48
Current Price
$313.00
Return
-1.2%
Sila Realty Trust Inc
SILA
Jun 25, 2026
Analyst
-
Signal & Target
SELL
$30.00
Start Price
$30.34
Best Price (1Y)
$30.31
Current Price
$30.36
Return
-0.1%
Janux Therapeutics Inc
JANX
Jun 25, 2026
Analyst
-
Signal & Target
BUY
$26.00
Start Price
$14.64
Best Price (1Y)
$15.81
Current Price
$15.54
Return
+6.1%
KB Home
KBH
Jun 24, 2026
Analyst
-
Signal & Target
SELL
$56.00
Start Price
$61.27
Best Price (1Y)
$56.04
Current Price
$61.16
Return
+0.2%
Digital Realty Trust Inc
DLR
Jun 24, 2026
Analyst
-
Signal & Target
BUY
$225.00
Start Price
$194.07
Best Price (1Y)
$197.03
Current Price
$173.30
Return
-10.7%
Keycorp
KEY
Jun 24, 2026
Analyst
-
Signal & Target
BUY
$24.00
Start Price
$23.02
Best Price (1Y)
$23.72
Current Price
$23.02
Return
0.0%
Citizens Financial Group Inc
CFG
Jun 24, 2026
Analyst
-
Signal & Target
BUY
$72.00
Start Price
$68.99
Best Price (1Y)
$72.46
Current Price
$70.98
Return
+2.9%
Macerich Co.
MAC
Jun 23, 2026
Analyst
Michael Lewis
Signal & Target
BUY
$26.00
Start Price
$24.39
Best Price (1Y)
$25.97
Current Price
$25.46
Return
+4.4%
National Storage Affiliates Trust
NSA
Jun 23, 2026
Analyst
-
Signal & Target
BUY
$45.00
Start Price
$44.74
Best Price (1Y)
$46.04
Current Price
$46.04
Return
+2.9%
Simon Property Group, Inc.
SPG
Jun 23, 2026
Analyst
Michael Lewis
Signal & Target
SELL
$215.00
Start Price
$216.62
Best Price (1Y)
$214.19
Current Price
$226.06
Return
-4.4%
Public Storage.
PSA
Jun 23, 2026
Analyst
Michael Lewis
Signal & Target
BUY
$338.00
Start Price
$320.22
Best Price (1Y)
$329.64
Current Price
$329.64
Return
+2.9%
Accenture plc - Ordinary Shares - Class A
ACN
Jun 22, 2026
Analyst
-
Signal & Target
BUY
$150.00
Start Price
$127.98
Best Price (1Y)
$138.90
Current Price
$137.35
Return
+7.3%
TREX Co., Inc.
TREX
Jun 22, 2026
Analyst
Keith Hughes
Signal & Target
BUY
$55.00
Start Price
$47.13
Best Price (1Y)
$50.34
Current Price
$48.47
Return
+2.8%
Incyte Corp.
INCY
Jun 22, 2026
Analyst
-
Signal & Target
BUY
$105.00
Start Price
$103.21
Best Price (1Y)
$118.69
Current Price
$116.86
Return
+13.2%
Corning, Inc.
GLW
Jun 22, 2026
Analyst
Matthew Niknam
Signal & Target
BUY
$205.00
Start Price
$195.00
Best Price (1Y)
$271.78
Current Price
$196.70
Return
+0.9%
Carmax Inc
KMX
Jun 18, 2026
Analyst
-
Signal & Target
BUY
$50.00
Start Price
$47.35
Best Price (1Y)
$54.51
Current Price
$50.98
Return
+7.7%
Lineage Inc.
LINE
Jun 17, 2026
Analyst
Michael Lewis
Signal & Target
BUY
$46.00
Start Price
$42.83
Best Price (1Y)
$45.10
Current Price
$44.00
Return
+2.7%
CubeSmart
CUBE
Jun 17, 2026
Analyst
Michael Lewis
Signal & Target
BUY
$43.00
Start Price
$41.20
Best Price (1Y)
$41.27
Current Price
$40.98
Return
-0.5%
Assurant Inc
AIZ
Jun 17, 2026
Analyst
-
Signal & Target
BUY
$310.00
Start Price
$260.55
Best Price (1Y)
$279.49
Current Price
$279.48
Return
+7.3%
Extra Space Storage Inc.
EXR
Jun 17, 2026
Analyst
Ki Bin Kim
Signal & Target
BUY
$148.00
Start Price
$143.92
Best Price (1Y)
$149.70
Current Price
$149.29
Return
+3.7%
Guardian Pharmacy Services, Inc.
GRDN
Jun 17, 2026
Analyst
-
Signal & Target
BUY
$47.00
Start Price
$42.42
Best Price (1Y)
$44.00
Current Price
$42.00
Return
-1.0%
SailPoint Technologies Holdings Inc
SAIL
Jun 17, 2026
Analyst
Junaid Siddiqui
Signal & Target
BUY
$18.00
Start Price
$13.71
Best Price (1Y)
$16.03
Current Price
$15.27
Return
+11.4%
Snap Inc - Ordinary Shares - Class A
SNAP
Jun 17, 2026
Analyst
Youssef Squali
Signal & Target
BUY
$8.00
Start Price
$4.83
Best Price (1Y)
$4.87
Current Price
$4.85
Return
+0.4%
Tractor Supply Co.
TSCO
Jun 16, 2026
Analyst
-
Signal & Target
BUY
$32.00
Start Price
$30.88
Best Price (1Y)
$32.64
Current Price
$31.76
Return
+2.8%
Equity Residential Properties Trust
EQR
Jun 16, 2026
Analyst
Michael Lewis
Signal & Target
BUY
$72.00
Start Price
$66.18
Best Price (1Y)
$69.83
Current Price
$69.83
Return
+5.5%
Avalonbay Communities Inc.
AVB
Jun 16, 2026
Analyst
-
Signal & Target
BUY
$202.00
Start Price
$184.48
Best Price (1Y)
$193.96
Current Price
$193.96
Return
+5.1%
Analyst
-
Signal & Target
BUY
$11.00
Start Price
$9.10
Best Price (1Y)
$9.71
Current Price
$9.61
Return
+5.6%
Datadog Inc - Ordinary Shares - Class A
DDOG
Jun 15, 2026
Analyst
Miller Jump
Signal & Target
BUY
$300.00
Start Price
$229.90
Best Price (1Y)
$271.26
Current Price
$260.36
Return
+13.2%
Analyst
Gregory Miller
Signal & Target
BUY
$19.00
Start Price
$17.38
Best Price (1Y)
$19.36
Current Price
$18.26
Return
+5.1%
Truist Financial Corporation
TFC
Jun 15, 2026
Analyst
-
Signal & Target
BUY
$59.00
Start Price
$49.78
Best Price (1Y)
$52.07
Current Price
$50.98
Return
+2.4%
National Health Investors, Inc.
NHI
Jun 12, 2026
Analyst
-
Signal & Target
BUY
$81.00
Start Price
$71.82
Best Price (1Y)
$77.98
Current Price
$77.49
Return
+7.9%
Six Flags Entertainment Corp.
FUN
Jun 12, 2026
Analyst
-
Signal & Target
BUY
$28.00
Start Price
$24.19
Best Price (1Y)
$25.95
Current Price
$20.99
Return
-13.2%
Churchill Downs, Inc.
CHDN
Jun 12, 2026
Analyst
Barry Jonas
Signal & Target
BUY
$145.00
Start Price
$86.88
Best Price (1Y)
$93.56
Current Price
$90.91
Return
+4.6%
Analyst
-
Signal & Target
SELL
$61.00
Start Price
$72.38
Best Price (1Y)
$70.25
Current Price
$73.39
Return
-1.4%
Oxford Industries, Inc.
OXM
Jun 11, 2026
Analyst
-
Signal & Target
BUY
$40.00
Start Price
$36.09
Best Price (1Y)
$39.50
Current Price
$34.88
Return
-3.4%
Camden Property Trust
CPT
Jun 11, 2026
Analyst
Michael Lewis
Signal & Target
BUY
$123.00
Start Price
$115.86
Best Price (1Y)
$117.56
Current Price
$117.25
Return
+1.2%
Sutro Biopharma Inc
STRO
Jun 11, 2026
Analyst
-
Signal & Target
BUY
$50.00
Start Price
$26.09
Best Price (1Y)
$34.01
Current Price
$30.43
Return
+16.6%
Insulet Corporation
PODD
Jun 11, 2026
Analyst
Richard Newitter
Signal & Target
BUY
$219.00
Start Price
$149.19
Best Price (1Y)
$167.68
Current Price
$164.48
Return
+10.2%
Cloudflare Inc - Ordinary Shares - Class A
NET
Jun 11, 2026
Analyst
Junaid Sidd
Signal & Target
BUY
$250.00
Start Price
$222.43
Best Price (1Y)
$252.32
Current Price
$242.14
Return
+8.9%
Global E Online Ltd
GLBE
Jun 10, 2026
Analyst
Matthew Coad
Signal & Target
BUY
$39.00
Start Price
$32.38
Best Price (1Y)
$37.68
Current Price
$36.85
Return
+13.8%
Recent Upgrades / Downgrades
| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Jun 24, 2026 |
Citizens Financial Group Inc
CFG
|
Hold | Hold | Hold |
| May 18, 2026 |
Centerpoint Energy Inc.
CNP
|
Hold | Buy | Buy |
| May 18, 2026 |
Public Service Enterprise Group Inc.
PEG
|
Hold | Hold | Hold |
| May 18, 2026 |
Ameren Corp.
AEE
|
Hold | Buy | Buy |
| May 18, 2026 |
Duke Energy Corp.
DUK
|
Hold | Buy | Buy |
| May 18, 2026 |
WEC Energy Group Inc
WEC
|
Hold | Hold | Hold |
| May 01, 2026 |
Truist Financial Corporation
TFC
|
Downgrade | Underperform | Neutral |
| Apr 21, 2026 |
Regions Financial Corp.
RF
|
Hold | Hold | Hold |
| Mar 25, 2026 |
Truist Financial Corporation
TFC
|
Initialise | Overweight | Underperform |
| Mar 24, 2026 |
Royal Caribbean Group
RCL
|
Hold | Hold | Hold |
| Mar 24, 2026 |
Viking Holdings Ltd.
VIK
|
Hold | Hold | Hold |
| Mar 24, 2026 |
Norwegian Cruise Line Holdings Ltd
NCLH
|
Hold | Buy | Buy |
| Feb 17, 2026 |
Truist Financial Corporation
TFC
|
Upgrade | Buy | Overweight |
| Feb 04, 2026 |
Webster Financial Corp.
WBS
|
Downgrade | Buy | Hold |
| Jan 26, 2026 |
Citizens Financial Group Inc
CFG
|
Hold | Hold | Hold |
| Jan 26, 2026 |
Wintrust Financial Corp.
WTFC
|
Hold | Buy | Buy |
| Jan 09, 2026 |
Pinnacle Financial Partners Inc.
PNFP
|
Hold | Buy | Buy |
| Jan 09, 2026 |
Webster Financial Corp.
WBS
|
Hold | Buy | Buy |
| Jan 07, 2026 |
Truist Financial Corporation
TFC
|
Upgrade | Outperform | Buy |
| Jan 06, 2026 |
Truist Financial Corporation
TFC
|
Upgrade | Underweight | Outperform |
| Jan 05, 2026 |
Truist Financial Corporation
TFC
|
Downgrade | Neutral | Underweight |
| Dec 22, 2025 |
Regions Financial Corp.
RF
|
Hold | Hold | Hold |
| Dec 22, 2025 |
Citizens Financial Group Inc
CFG
|
Hold | Hold | Hold |
| Dec 11, 2025 |
Truist Financial Corporation
TFC
|
Downgrade | Buy | Neutral |
| Oct 23, 2025 |
Wintrust Financial Corp.
WTFC
|
Hold | Buy | Buy |
| Oct 21, 2025 |
Truist Financial Corporation
TFC
|
Upgrade | Buy | Buy |
| Oct 17, 2025 |
Pinnacle Financial Partners Inc.
PNFP
|
Hold | Buy | Buy |
| Oct 03, 2025 |
Citizens Financial Group Inc
CFG
|
Hold | Hold | Hold |
| Aug 13, 2025 |
Dollar Tree Inc
DLTR
|
Hold | Buy | Buy |
| Aug 13, 2025 |
Ollies Bargain Outlet Holdings Inc
OLLI
|
Hold | Buy | Buy |
| Aug 13, 2025 |
Home Depot, Inc.
HD
|
Hold | Buy | Buy |
| Aug 13, 2025 |
Five Below Inc
FIVE
|
Hold | Hold | Hold |
| Aug 13, 2025 |
Dollar General Corp.
DG
|
Hold | Hold | Hold |
| Aug 13, 2025 |
Target Corp
TGT
|
Hold | Hold | Hold |
| Jul 15, 2025 |
Overseas Shipholding Group, Inc. - Ordinary Shares - Class A
OSG
|
Initialise | Buy | |
| Jul 15, 2025 |
AMBAC Financial Group Inc.
AMBC
|
Initialise | Buy | |
| Jul 11, 2025 |
Pinnacle Financial Partners Inc.
PNFP
|
Hold | Buy | Buy |
| Jul 11, 2025 |
Webster Financial Corp.
WBS
|
Hold | Buy | Buy |
| Jun 26, 2025 |
Truist Financial Corporation
TFC
|
Upgrade | Hold | Buy |
| May 23, 2025 |
Regions Financial Corp.
RF
|
Hold | Hold | Hold |
| May 14, 2025 |
Truist Financial Corporation
TFC
|
Initialise | Outperform | Hold |
| May 12, 2025 |
UMB Financial Corp.
UMBF
|
Initialise | Negative | Buy |
| May 12, 2025 |
Webster Financial Corp.
WBS
|
Initialise | Buy | |
| May 12, 2025 |
Pinnacle Financial Partners Inc.
PNFP
|
Initialise | Buy | Buy |
| May 12, 2025 |
First Financial Bancorp
FFBC
|
Initialise | Hold | |
| May 06, 2025 |
Autozone Inc.
AZO
|
Hold | Buy | Buy |
| May 06, 2025 |
Home Depot, Inc.
HD
|
Hold | Buy | Buy |
| May 06, 2025 |
Dollar Tree Inc
DLTR
|
Hold | Buy | Buy |
| Mar 21, 2025 |
Citizens Financial Group Inc
CFG
|
Hold | Hold | Hold |
| Mar 05, 2025 |
Truist Financial Corporation
TFC
|
Upgrade | Buy | Outperform |
Action
Hold
From
Hold
To
Hold
Centerpoint Energy Inc.
CNP
May 18
Action
Hold
From
Buy
To
Buy
Action
Hold
From
Hold
To
Hold
Ameren Corp.
AEE
May 18
Action
Hold
From
Buy
To
Buy
Duke Energy Corp.
DUK
May 18
Action
Hold
From
Buy
To
Buy
WEC Energy Group Inc
WEC
May 18
Action
Hold
From
Hold
To
Hold
Action
Downgrade
From
Underperform
To
Neutral
Regions Financial Corp.
RF
Apr 21
Action
Hold
From
Hold
To
Hold
Action
Initialise
From
Overweight
To
Underperform
Royal Caribbean Group
RCL
Mar 24
Action
Hold
From
Hold
To
Hold
Viking Holdings Ltd.
VIK
Mar 24
Action
Hold
From
Hold
To
Hold
Action
Hold
From
Buy
To
Buy
Action
Upgrade
From
Buy
To
Overweight
Webster Financial Corp.
WBS
Feb 04
Action
Downgrade
From
Buy
To
Hold
Action
Hold
From
Hold
To
Hold
Action
Hold
From
Buy
To
Buy
Action
Hold
From
Buy
To
Buy
Webster Financial Corp.
WBS
Jan 09
Action
Hold
From
Buy
To
Buy
Action
Upgrade
From
Outperform
To
Buy
Action
Upgrade
From
Underweight
To
Outperform
Action
Downgrade
From
Neutral
To
Underweight
Regions Financial Corp.
RF
Dec 22
Action
Hold
From
Hold
To
Hold
Action
Hold
From
Hold
To
Hold
Action
Downgrade
From
Buy
To
Neutral
Action
Hold
From
Buy
To
Buy
Action
Upgrade
From
Buy
To
Buy
Action
Hold
From
Buy
To
Buy
Action
Hold
From
Hold
To
Hold
Dollar Tree Inc
DLTR
Aug 13
Action
Hold
From
Buy
To
Buy
Action
Hold
From
Buy
To
Buy
Home Depot, Inc.
HD
Aug 13
Action
Hold
From
Buy
To
Buy
Five Below Inc
FIVE
Aug 13
Action
Hold
From
Hold
To
Hold
Dollar General Corp.
DG
Aug 13
Action
Hold
From
Hold
To
Hold
Target Corp
TGT
Aug 13
Action
Hold
From
Hold
To
Hold
Action
Initialise
From
-
To
Buy
Action
Initialise
From
-
To
Buy
Action
Hold
From
Buy
To
Buy
Webster Financial Corp.
WBS
Jul 11
Action
Hold
From
Buy
To
Buy
Action
Upgrade
From
Hold
To
Buy
Regions Financial Corp.
RF
May 23
Action
Hold
From
Hold
To
Hold
Action
Initialise
From
Outperform
To
Hold
UMB Financial Corp.
UMBF
May 12
Action
Initialise
From
Negative
To
Buy
Webster Financial Corp.
WBS
May 12
Action
Initialise
From
-
To
Buy
Action
Initialise
From
Buy
To
Buy
First Financial Bancorp
FFBC
May 12
Action
Initialise
From
-
To
Hold
Autozone Inc.
AZO
May 06
Action
Hold
From
Buy
To
Buy
Home Depot, Inc.
HD
May 06
Action
Hold
From
Buy
To
Buy
Dollar Tree Inc
DLTR
May 06
Action
Hold
From
Buy
To
Buy
Action
Hold
From
Hold
To
Hold
Action
Upgrade
From
Buy
To
Outperform