Ratings by BofA Securities (Derek Hewett)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/15/2026 | Runway Growth Finance Corp. | RWAY | Downgrade | Underperform (Neutral) |
6.03 (5.39) |
-10.61% | Details | |
| 5/26/2026 | PennyMac Mortgage Investment Trust | PMT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/11/2026 | Blue Owl Capital Corp. | OBDC | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2026 | Apollo Commercial Real Estate Finance | ARI | New Coverage | Neutral (N/A) |
10.99 (10.91) |
-0.73% | Details | |
| 4/30/2026 | Blackstone Mortgage Trust | BXMT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2026 | Annaly Capital Management | NLY | Maintain | Neutral (N/A) |
|
Details | ||
| 3/6/2026 | Starwood Property Trust | STWD | Maintain | Neutral (N/A) |
|
Details | ||
| 11/14/2025 | Bain Capital Specialty Finance | BCSF | Maintain | Neutral (N/A) |
|
Details | ||
| 11/12/2025 | Kayne Anderson BDC | KBDC | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2025 | Carlyle Secured Lending Inc | CGBD | Maintain | Underperform (N/A) |
|
Details | ||
| 10/23/2025 | AGNC Investment Corp | AGNC | Maintain | Neutral (N/A) |
|
Details | ||
| 9/15/2025 | New Mountain Finance | NMFC | Downgrade | Underperform (Buy) |
10.47 (7.16) |
-31.61% | Details | |
| 9/8/2025 | Blue Owl Technology Finance Corp. | OTF | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2025 | Ares Capital | ARCC | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2025 | AGNC Investment Corp | AGNC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/10/2025 | TCG BDC, Inc. | CGBD | Downgrade | Underperform (Buy) |
18.40 (10.72) |
-41.74% | Details | |
| 8/9/2024 | Nuveen Churchill Direct Lending Corp | NCDL | Maintain | Buy (N/A) |
|
Details | ||
| 6/28/2024 | Runway Grouwth Finance Corp. | RWAY | New Coverage | Neutral (N/A) |
11.78 (6.03) |
-48.81% | Details | |
| 6/17/2024 | Kayne Anderson BDC | KBDC | New Coverage | Buy (N/A) |
16.15 (13.75) |
-14.86% | Details | |
| 4/30/2024 | PennyMac Mortgage Investment Trust | PMT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2024 | AGNC Investment Corp | AGNC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/25/2024 | Golub Capital BDC | GBDC | Upgrade | Buy (Neutral) |
15.91 (12.32) |
-22.56% | Details | |
| 3/13/2024 | Ladder Capital | LADR | Maintain | Neutral (N/A) |
|
Details | ||
| 3/7/2024 | Compass Diversified | CODI | Maintain | Buy (N/A) |
|
Details | ||
| 2/20/2024 | Nuveen Churchill Direct Lending Corp | NCDL | New Coverage | Buy (N/A) |
17.70 (12.22) |
-30.96% | Details | |
| 2/20/2024 | TPG Specialty Lending | TSLX | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2024 | Palmer Square Capital BDC | PSBD | New Coverage | Neutral (N/A) |
16.28 (10.72) |
-34.15% | Details | |
| 1/25/2024 | AGNC Investment Corp | AGNC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2024 | PennyMac Mortgage Investment Trust | PMT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2024 | Invesco Mortgage Capital | IVR | Maintain | Underperform (N/A) |
|
Details | ||
| 1/22/2024 | Annaly Capital Management | NLY | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2024 | AGNC Investment Corp | AGNC | Maintain | Neutral (N/A) |
|
Details | ||
| 11/21/2023 | Invesco Mortgage Capital | IVR | Maintain | Underperform (N/A) |
|
Details | ||
| 11/21/2023 | AGNC Investment Corp | AGNC | Maintain | Neutral (N/A) |
|
Details | ||
| 11/21/2023 | Annaly Capital Management | NLY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/6/2023 | TPG Specialty Lending | TSLX | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2023 | AGNC Investment Corp | AGNC | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2023 | Bright Spire Capital | BRSP | Maintain | Neutral (N/A) |
|
Details | ||
| 10/26/2023 | Blackstone Mortgage Trust | BXMT | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2023 | Angel Oak Mortgage Inc | AOMR | Maintain | Underperform (N/A) |
|
Details | ||
| 8/7/2023 | New York Mortgage Trust | NYMT | Maintain | Underperform (N/A) |
|
Details | ||
| 8/7/2023 | Invesco Mortgage Capital | IVR | Maintain | Underperform (N/A) |
|
Details | ||
| 7/26/2023 | American Capital Agency | AGNC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/10/2023 | Golub Capital BDC | GBDC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2023 | Annaly Capital Management | NLY | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2023 | Blackstone Mortgage Trust | BXMT | Maintain | Buy (N/A) |
|
Details | ||
| 12/5/2022 | Angel Oak Mortgage Inc | AOMR | Downgrade | Underperform (Buy) |
6.65 (8.60) |
29.32% | Details | |
| 12/1/2022 | Ellington | EFC | Maintain | Neutral (N/A) |
|
Details | ||
| 11/15/2022 | Barings BDC Inc. | BBDC | Maintain | Buy (N/A) |
|
Details | ||
| 11/14/2022 | Starwood Property Trust | STWD | Maintain | Buy (N/A) |
|
Details | ||
| 11/14/2022 | Crescent BDC | CCAP | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2022 | Ladder Capital | LADR | New Coverage | Neutral (N/A) |
10.62 (10.24) |
-3.58% | Details | |
| 10/31/2022 | Ares Commercial | ACRE | New Coverage | Buy (N/A) |
12.31 (4.55) |
-63.04% | Details | |
| 10/6/2022 | Crescent BDC | CCAP | Maintain | Buy (N/A) |
|
Details | ||
| 8/24/2022 | Bain Capital Specialty Finance | BCSF | Maintain | Neutral (N/A) |
|
Details | ||
| 8/24/2022 | Sixth Street Specialty Lending | TSLX | Maintain | Buy (N/A) |
|
Details | ||
| 8/24/2022 | Owl Rock | ORCC | Maintain | Buy (N/A) |
|
Details | ||
| 8/24/2022 | Ares Capital | ARCC | Maintain | Buy (N/A) |
|
Details | ||
| 8/15/2022 | Golub Capital BDC | GBDC | Maintain | Neutral (N/A) |
|
Details | ||
| 6/8/2022 | Compass Diversified | CODI | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2022 | Apollo Investment | AINV | Maintain | Underperform (N/A) |
|
Details | ||
| 5/17/2022 | Angel Oak Mortgage Inc | AOMR | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2022 | Annaly Capital Management | NLY | Maintain | Neutral (N/A) |
|
Details | ||
| 3/9/2022 | Western Asset Mortgage Capital | WMC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/9/2022 | New York Mortgage Trust | NYMT | Maintain | Underperform (N/A) |
|
Details | ||
| 3/9/2022 | Ellington | EFC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/18/2022 | Bright Spire Capital | BRSP | New Coverage | Neutral (N/A) |
9.09 (6.95) |
-23.54% | Details | |
| 2/14/2022 | American Capital Agency | AGNC | Downgrade | Neutral (Buy) |
14.05 (10.44) |
-25.69% | Details | |
| 2/14/2022 | Annaly Capital Management | NLY | Downgrade | Neutral (Buy) |
7.37 (22.27) |
202.17% | Details | |
| 1/31/2022 | Crescent BDC | CCAP | New Coverage | Buy (N/A) |
17.83 (11.27) |
-36.79% | Details | |
| 8/23/2021 | LoanDepot Inc | LDI | Maintain | Underperform (N/A) |
|
Details | ||
| 8/18/2021 | Compass Diversified | CODI | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2021 | Barings BDC Inc. | BBDC | Maintain | Buy (N/A) |
|
Details | ||
| 7/21/2021 | LoanDepot Inc | LDI | Downgrade | Underperform (Buy) |
11.64 (1.14) |
-90.21% | Details | |
| 7/12/2021 | Angel Oak Mortgage Inc | AOMR | New Coverage | Buy (N/A) |
17.09 (8.60) |
-49.68% | Details | |
| 6/30/2021 | Guild Holdings Co. | GHLD | Maintain | Buy (N/A) |
|
Details | ||
| 6/7/2021 | Invesco Mortgage Capital | IVR | Maintain | Underperform (N/A) |
|
Details | ||
| 5/17/2021 | New York Mortgage Trust | NYMT | Downgrade | Underperform (Neutral) |
4.49 (7.11) |
58.35% | Details | |
| 5/6/2021 | TCP Capital | TCPC | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2021 | Bain Capital Specialty Finance | BCSF | Maintain | Neutral (N/A) |
|
Details | ||
| 2/22/2021 | Ares Capital | ARCC | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2021 | Golub Capital BDC | GBDC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2021 | PennyMac Mortgage Investment Trust | PMT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2021 | American Capital Agency | AGNC | Maintain | Buy (N/A) |
|
Details | ||
| 11/25/2020 | PennyMac Mortgage Investment Trust | PMT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/25/2020 | Invesco Mortgage Capital | IVR | Maintain | Underperform (N/A) |
|
Details | ||
| 11/25/2020 | Ellington | EFC | Maintain | Neutral (N/A) |
|
Details | ||
| 11/25/2020 | New York Mortgage Trust | NYMT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/25/2020 | Annaly Capital Management | NLY | Maintain | Buy (N/A) |
|
Details | ||
| 11/25/2020 | American Capital Agency | AGNC | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2020 | Western Asset Mortgage Capital | WMC | Downgrade | Underperform (Neutral) |
2.29 (9.18) |
300.87% | Details | |
| 6/30/2020 | Invesco Mortgage Capital | IVR | New Coverage | Underperform (N/A) |
3.57 (7.81) |
118.77% | Details | |
| 6/29/2020 | Bain Capital Specialty Finance | BCSF | Downgrade | Neutral (Buy) |
11.44 (12.14) |
6.12% | Details | |
| 5/13/2020 | Golub Capital BDC | GBDC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2020 | Western Asset Mortgage Capital | WMC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2020 | New York Mortgage Trust | NYMT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2020 | Annaly Capital Management | NLY | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2020 | Owl Rock | ORCC | Upgrade | Buy (Neutral) |
13.49 (13.48) |
-0.07% | Details | |
| 2/13/2020 | Blackstone Mortgage Trust | BXMT | Maintain | Neutral (N/A) |
|
Details | ||
| 8/12/2019 | Owl Rock | ORCC | New Coverage | Neutral (N/A) |
15.90 (13.48) |
-15.22% | Details | |
| 2/19/2019 | Compass Diversified | CODI | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2018 | Bain Capital Specialty Finance | BCSF | New Coverage | Buy (N/A) |
18.08 (12.14) |
-32.85% | Details | |
| 11/9/2018 | TPG Specialty Lending | TSLX | Maintain | Buy (N/A) |
|
Details |
