Ratings by Evercore ISI (Glenn Schorr)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 5/1/2026 | TPG Inc. | TPG | Maintain | In Line (N/A) |
|
Details | ||
| 4/30/2026 | T. Rowe Price | TROW | Maintain | In Line (N/A) |
|
Details | ||
| 4/28/2026 | Invesco | IVZ | Maintain | In Line (N/A) |
|
Details | ||
| 4/28/2026 | Invesco | IVZ | Maintain | In Line (N/A) |
|
Details | ||
| 4/22/2026 | Northern Trust | NTRS | Maintain | In Line (N/A) |
|
Details | ||
| 4/21/2026 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2026 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2026 | TPG Inc. | TPG | Maintain | In Line (N/A) |
|
Details | ||
| 4/21/2026 | The Carlyle Group LP | CG | Maintain | In Line (N/A) |
|
Details | ||
| 4/21/2026 | The Blackstone Group | BX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2026 | State Street | STT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2026 | Bank of New York Mellon | BK | Maintain | In Line (N/A) |
|
Details | ||
| 4/16/2026 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2026 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2026 | Citi | C | Maintain | In Line (N/A) |
|
Details | ||
| 4/14/2026 | BlackRock | BLK | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2026 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/10/2026 | BlackRock | BLK | Maintain | Outperform (N/A) |
|
Details | ||
| 4/10/2026 | T. Rowe Price | TROW | Maintain | In Line (N/A) |
|
Details | ||
| 4/10/2026 | Invesco | IVZ | Maintain | In Line (N/A) |
|
Details | ||
| 4/10/2026 | Franklin Resources | BEN | Maintain | Underperform (N/A) |
|
Details | ||
| 4/10/2026 | Acadian Asset Management | AAMI | Maintain | In Line (N/A) |
|
Details | ||
| 4/7/2026 | Franklin Resources | BEN | Maintain | Underperform (N/A) |
|
Details | ||
| 4/2/2026 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2026 | TPG Inc. | TPG | Maintain | In Line (N/A) |
|
Details | ||
| 3/19/2026 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2026 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2026 | The Carlyle Group LP | CG | Maintain | In Line (N/A) |
|
Details | ||
| 3/19/2026 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2026 | The Blackstone Group | BX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2026 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2026 | Franklin Resources | BEN | Maintain | Underperform (N/A) |
|
Details | ||
| 1/23/2026 | Northern Trust | NTRS | Maintain | In Line (N/A) |
|
Details | ||
| 1/22/2026 | TPG Inc. | TPG | Maintain | In Line (N/A) |
|
Details | ||
| 1/22/2026 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2026 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2026 | The Carlyle Group LP | CG | Maintain | In Line (N/A) |
|
Details | ||
| 1/16/2026 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/14/2026 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/14/2026 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/22/2025 | Janus Henderson Group | JHG | Maintain | In Line (N/A) |
|
Details | ||
| 10/31/2025 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2025 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2025 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2025 | BlackRock | BLK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2025 | Franklin Resources | BEN | Maintain | Underperform (N/A) |
|
Details | ||
| 8/1/2025 | Janus Henderson Group | JHG | Maintain | In Line (N/A) |
|
Details | ||
| 7/17/2025 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2025 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2025 | Citi | C | Maintain | In Line (N/A) |
|
Details | ||
| 2/11/2025 | The Carlyle Group LP | CG | Maintain | In Line (N/A) |
|
Details | ||
| 1/17/2025 | TPG Inc. | TPG | Maintain | In Line (N/A) |
|
Details | ||
| 1/17/2025 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2025 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2025 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2025 | Bank of New York Mellon | BK | Maintain | In Line (N/A) |
|
Details | ||
| 1/16/2025 | Citi | C | Maintain | In Line (N/A) |
|
Details | ||
| 1/15/2025 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2025 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2024 | BlackRock | BLK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2024 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2024 | Northern Trust | NTRS | Maintain | In Line (N/A) |
|
Details | ||
| 10/17/2024 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2024 | State Street | STT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2024 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2024 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2024 | Citi | C | Maintain | In Line (N/A) |
|
Details | ||
| 10/14/2024 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2024 | BlackRock | BLK | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2024 | Bank of New York Mellon | BK | Maintain | In Line (N/A) |
|
Details | ||
| 10/11/2024 | BlackRock | BLK | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/8/2024 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/30/2024 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2024 | State Street | STT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2024 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2024 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2024 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2024 | Citi | C | Maintain | In Line (N/A) |
|
Details | ||
| 9/3/2024 | Bank of New York Mellon | BK | Maintain | In Line (N/A) |
|
Details | ||
| 9/3/2024 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2024 | Invesco | IVZ | Maintain | In Line (N/A) |
|
Details | ||
| 7/17/2024 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2024 | State Street | STT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2024 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2024 | BlackRock | BLK | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2024 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2024 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2024 | Citi | C | Maintain | In Line (N/A) |
|
Details | ||
| 7/15/2024 | Bank of New York Mellon | BK | Maintain | In Line (N/A) |
|
Details | ||
| 6/18/2024 | Citi | C | Maintain | In Line (N/A) |
|
Details | ||
| 6/12/2024 | T. Rowe Price | TROW | Maintain | In Line (N/A) |
|
Details | ||
| 4/30/2024 | T. Rowe Price | TROW | Maintain | In Line (N/A) |
|
Details | ||
| 4/24/2024 | Invesco | IVZ | Maintain | In Line (N/A) |
|
Details | ||
| 4/17/2024 | Northern Trust | NTRS | Maintain | In Line (N/A) |
|
Details | ||
| 4/16/2024 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2024 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2024 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2024 | BlackRock | BLK | Maintain | Outperform (N/A) |
|
Details | ||
| 4/4/2024 | Citi | C | Maintain | In Line (N/A) |
|
Details | ||
| 4/4/2024 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2024 | T. Rowe Price | TROW | Maintain | In Line (N/A) |
|
Details | ||
| 3/12/2024 | Invesco | IVZ | Maintain | In Line (N/A) |
|
Details | ||
| 2/14/2024 | TPG Inc. | TPG | Maintain | In Line (N/A) |
|
Details | ||
| 2/9/2024 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2024 | T. Rowe Price | TROW | Maintain | In Line (N/A) |
|
Details | ||
| 2/8/2024 | The Carlyle Group LP | CG | Maintain | In Line (N/A) |
|
Details | ||
| 2/2/2024 | Janus Henderson Group | JHG | Maintain | In Line (N/A) |
|
Details | ||
| 2/1/2024 | Brightsphere Investment | BSIG | Maintain | In Line (N/A) |
|
Details | ||
| 1/30/2024 | Franklin Resources | BEN | Maintain | Underperform (N/A) |
|
Details | ||
| 1/22/2024 | State Street | STT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/19/2024 | Northern Trust | NTRS | Maintain | In Line (N/A) |
|
Details | ||
| 1/17/2024 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2024 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2024 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2024 | Citi | C | Maintain | In Line (N/A) |
|
Details | ||
| 12/4/2023 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2023 | The Carlyle Group LP | CG | Downgrade | In Line (Outperform) |
32.82 (42.83) |
30.5% | Details | |
| 11/8/2023 | TPG Inc. | TPG | Maintain | In Line (N/A) |
|
Details | ||
| 10/24/2023 | Invesco | IVZ | Maintain | In Line (N/A) |
|
Details | ||
| 10/16/2023 | BlackRock | BLK | Maintain | Outperform (N/A) |
|
Details | ||
| 10/5/2023 | Northern Trust | NTRS | Maintain | In Line (N/A) |
|
Details | ||
| 10/5/2023 | Bank of New York Mellon | BK | Maintain | In Line (N/A) |
|
Details | ||
| 10/5/2023 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/5/2023 | Citi | C | Maintain | In Line (N/A) |
|
Details | ||
| 10/5/2023 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/5/2023 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2023 | TPG Inc. | TPG | Maintain | In Line (N/A) |
|
Details | ||
| 7/17/2023 | Citi | C | Maintain | In Line (N/A) |
|
Details | ||
| 5/16/2023 | TPG Inc. | TPG | Maintain | In Line (N/A) |
|
Details | ||
| 5/5/2023 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2023 | Northern Trust | NTRS | Maintain | In Line (N/A) |
|
Details | ||
| 4/19/2023 | Bank of New York Mellon | BK | Maintain | In Line (N/A) |
|
Details | ||
| 4/19/2023 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/19/2023 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2023 | State Street | STT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2023 | Citi | C | Maintain | In Line (N/A) |
|
Details | ||
| 4/17/2023 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2023 | T. Rowe Price | TROW | Maintain | In Line (N/A) |
|
Details | ||
| 4/13/2023 | Janus Henderson Group | JHG | Maintain | In Line (N/A) |
|
Details | ||
| 4/13/2023 | BlackRock | BLK | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2023 | Franklin Resources | BEN | Maintain | Underperform (N/A) |
|
Details | ||
| 3/10/2023 | Invesco | IVZ | Maintain | In Line (N/A) |
|
Details | ||
| 2/16/2023 | TPG Inc. | TPG | Maintain | In Line (N/A) |
|
Details | ||
| 2/14/2023 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2023 | Franklin Resources | BEN | Maintain | Underperform (N/A) |
|
Details | ||
| 1/18/2023 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2023 | Bank of New York Mellon | BK | Maintain | In Line (N/A) |
|
Details | ||
| 12/9/2022 | T. Rowe Price | TROW | Maintain | In Line (N/A) |
|
Details | ||
| 12/9/2022 | Invesco | IVZ | Maintain | In Line (N/A) |
|
Details | ||
| 12/9/2022 | BlackRock | BLK | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2022 | Franklin Resources | BEN | Maintain | Underperform (N/A) |
|
Details | ||
| 10/25/2022 | Invesco | IVZ | Maintain | In Line (N/A) |
|
Details | ||
| 10/18/2022 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/18/2022 | Bank of New York Mellon | BK | Maintain | In Line (N/A) |
|
Details | ||
| 8/10/2022 | TPG Inc. | TPG | Maintain | In Line (N/A) |
|
Details | ||
| 8/5/2022 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2022 | Brightsphere Investment | BSIG | Maintain | In Line (N/A) |
|
Details | ||
| 7/29/2022 | The Carlyle Group LP | CG | Upgrade | Outperform (In Line) |
37.52 (42.83) |
14.15% | Details | |
| 7/15/2022 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2022 | Franklin Resources | BEN | Maintain | Underperform (N/A) |
|
Details | ||
| 5/6/2022 | Brightsphere Investment | BSIG | Maintain | In Line (N/A) |
|
Details | ||
| 4/29/2022 | The Carlyle Group LP | CG | Maintain | In Line (N/A) |
|
Details | ||
| 4/26/2022 | Invesco | IVZ | Maintain | In Line (N/A) |
|
Details | ||
| 4/13/2022 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2022 | BlackRock | BLK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2022 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2022 | TPG Inc. | TPG | New Coverage | In Line (N/A) |
33.08 (41.43) |
25.24% | Details | |
| 1/26/2022 | Invesco | IVZ | Maintain | In Line (N/A) |
|
Details | ||
| 1/20/2022 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2022 | State Street | STT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/19/2022 | Bank of New York Mellon | BK | Maintain | In Line (N/A) |
|
Details | ||
| 1/19/2022 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2022 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2022 | Citi | C | Maintain | In Line (N/A) |
|
Details | ||
| 12/16/2021 | Blue Owl Capital | OWL | New Coverage | Outperform (N/A) |
14.56 (9.04) |
-37.91% | Details | |
| 10/28/2021 | Brightsphere Investment | BSIG | Maintain | In Line (N/A) |
|
Details | ||
| 10/22/2021 | Invesco | IVZ | Upgrade | In Line (Underperform) |
25.00 (27.01) |
8.04% | Details | |
| 10/22/2021 | T. Rowe Price | TROW | Downgrade | In Line (Outperform) |
204.62 (118.55) |
-42.06% | Details | |
| 10/20/2021 | Northern Trust | NTRS | Maintain | In Line (N/A) |
|
Details | ||
| 10/20/2021 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2021 | State Street | STT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2020 | Waddell & Reed | WDR | Upgrade | In Line (Underperform) |
16.87 (24.98) |
48.07% | Details | |
| 10/26/2020 | Apollo Global Management | APO | Upgrade | Outperform (In Line) |
41.15 (118.61) |
188.24% | Details | |
| 4/7/2020 | Bank of New York Mellon | BK | Upgrade | In Line (Underperform) |
35.24 (137.16) |
289.22% | Details | |
| 10/22/2019 | Invesco | IVZ | Downgrade | Underperform (In Line) |
16.15 (27.01) |
67.24% | Details | |
| 10/22/2019 | Waddell & Reed | WDR | Downgrade | Underperform (In Line) |
15.62 (24.98) |
59.92% | Details | |
| 5/22/2019 | Legg Mason | LM | Upgrade | In Line (Underperform) |
35.66 (49.99) |
40.19% | Details | |
| 5/3/2019 | Brightsphere Investment | BSIG | Downgrade | In Line (Outperform) |
14.54 (26.34) |
81.16% | Details | |
| 1/31/2019 | T. Rowe Price | TROW | Upgrade | Outperform (In Line) |
92.75 (118.55) |
27.82% | Details |
