Ratings by BofA Securities (Heather Balsky)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/22/2024 | CoStar Group | CSGP | Maintain | Buy (N/A) |
|
Details | ||
| 7/5/2024 | Equifax | EFX | Maintain | Buy (N/A) |
|
Details | ||
| 7/5/2024 | TransUnion | TRU | Maintain | Buy (N/A) |
|
Details | ||
| 6/20/2024 | TransUnion | TRU | Upgrade | Buy (Neutral) |
71.31 (65.96) |
-7.5% | Details | |
| 5/30/2024 | FactSet Research Systems | FDS | Downgrade | Underperform (Neutral) |
417.68 (218.15) |
-47.77% | Details | |
| 5/7/2024 | UL Solutions Inc | ULS | New Coverage | Buy (N/A) |
36.07 (89.70) |
148.68% | Details | |
| 4/30/2024 | MSCI Inc. | MSCI | Upgrade | Neutral (Underperform) |
476.98 (549.33) |
15.17% | Details | |
| 4/24/2024 | MSCI Inc. | MSCI | Maintain | Underperform (N/A) |
|
Details | ||
| 4/1/2024 | TransUnion | TRU | Upgrade | Neutral (Underperform) |
79.80 (65.96) |
-17.34% | Details | |
| 3/18/2024 | CoStar Group | CSGP | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2024 | Strategic Education | STRA | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2024 | S&P Global | SPGI | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2024 | TransUnion | TRU | Maintain | Underperform (N/A) |
|
Details | ||
| 1/31/2024 | Robert Half | RHI | Maintain | Underperform (N/A) |
|
Details | ||
| 1/31/2024 | MSCI Inc. | MSCI | Maintain | Underperform (N/A) |
|
Details | ||
| 1/8/2024 | Equifax | EFX | Upgrade | Buy (Underperform) |
237.02 (224.44) |
-5.31% | Details | |
| 1/8/2024 | Verisk Analytics | VRSK | Downgrade | Neutral (Buy) |
233.70 (174.76) |
-25.22% | Details | |
| 12/22/2023 | Cintas | CTAS | Maintain | Buy (N/A) |
|
Details | ||
| 11/28/2023 | S&P Global | SPGI | Maintain | Buy (N/A) |
|
Details | ||
| 11/28/2023 | FactSet Research Systems | FDS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/28/2023 | Cintas | CTAS | Maintain | Buy (N/A) |
|
Details | ||
| 11/28/2023 | CoStar Group | CSGP | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2023 | Dun & Bradstreet | DNB | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2023 | MSCI Inc. | MSCI | Maintain | Underperform (N/A) |
|
Details | ||
| 10/26/2023 | ASGN Inc. | ASGN | Maintain | Underperform (N/A) |
|
Details | ||
| 10/25/2023 | TransUnion | TRU | Downgrade | Underperform (Buy) |
64.85 (65.96) |
1.71% | Details | |
| 10/23/2023 | Moody's Corp | MCO | Maintain | Buy (N/A) |
|
Details | ||
| 10/23/2023 | S&P Global | SPGI | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2023 | Equifax | EFX | Maintain | Underperform (N/A) |
|
Details | ||
| 10/10/2023 | Equifax | EFX | Maintain | Underperform (N/A) |
|
Details | ||
| 9/22/2023 | FactSet Research Systems | FDS | Maintain | Neutral (N/A) |
|
Details | ||
| 9/12/2023 | Cintas | CTAS | Upgrade | Buy (Neutral) |
497.85 (203.99) |
-59.03% | Details | |
| 8/18/2023 | Strategic Education | STRA | Upgrade | Buy (Neutral) |
72.65 (77.14) |
6.18% | Details | |
| 8/7/2023 | Clarivate Plc | CLVT | Downgrade | Underperform (Neutral) |
6.84 (1.93) |
-71.78% | Details | |
| 7/31/2023 | MSCI Inc. | MSCI | Maintain | Underperform (N/A) |
|
Details | ||
| 7/31/2023 | TransUnion | TRU | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2023 | Moody's Corp | MCO | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2023 | S&P Global | SPGI | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2023 | ASGN Inc. | ASGN | Maintain | Underperform (N/A) |
|
Details | ||
| 7/27/2023 | Robert Half | RHI | Maintain | Underperform (N/A) |
|
Details | ||
| 7/26/2023 | CoStar Group | CSGP | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2023 | Equifax | EFX | Downgrade | Underperform (Neutral) |
212.35 (152.53) |
-28.17% | Details | |
| 7/18/2023 | CoStar Group | CSGP | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2023 | Equifax | EFX | Maintain | Neutral (N/A) |
|
Details | ||
| 6/15/2023 | MSCI Inc. | MSCI | New Coverage | Underperform (N/A) |
486.20 (581.51) |
19.6% | Details | |
| 6/15/2023 | FactSet Research Systems | FDS | New Coverage | Neutral (N/A) |
410.99 (218.15) |
-46.92% | Details | |
| 6/15/2023 | Moody's Corp | MCO | New Coverage | Buy (N/A) |
340.71 (438.59) |
28.73% | Details | |
| 6/15/2023 | S&P Global | SPGI | New Coverage | Buy (N/A) |
393.09 (400.16) |
1.8% | Details | |
| 5/10/2023 | Clarivate Plc | CLVT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2023 | Strategic Education | STRA | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2023 | Robert Half | RHI | Maintain | Underperform (N/A) |
|
Details | ||
| 4/27/2023 | ASGN Inc. | ASGN | Downgrade | Underperform (Buy) |
74.54 (19.53) |
-73.8% | Details | |
| 4/13/2023 | Strategic Education | STRA | New Coverage | Neutral (N/A) |
94.17 (77.14) |
-18.08% | Details | |
| 3/15/2023 | Clarivate Plc | CLVT | New Coverage | Neutral (N/A) |
10.10 (1.93) |
-80.89% | Details | |
| 2/22/2023 | Alight Solutions | ALIT | Maintain | Buy (N/A) |
|
Details | ||
| 2/15/2023 | TransUnion | TRU | Maintain | Buy (N/A) |
|
Details | ||
| 2/1/2023 | TransUnion | TRU | Upgrade | Buy (Neutral) |
71.75 (65.96) |
-8.07% | Details | |
| 1/27/2023 | Robert Half | RHI | Maintain | Underperform (N/A) |
|
Details | ||
| 1/17/2023 | Dun & Bradstreet | DNB | Upgrade | Buy (Neutral) |
13.08 (9.15) |
-30.05% | Details | |
| 12/21/2022 | Cintas | CTAS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/23/2022 | TransUnion | TRU | Maintain | Neutral (N/A) |
|
Details | ||
| 11/23/2022 | Equifax | EFX | Maintain | Neutral (N/A) |
|
Details | ||
| 11/18/2022 | CoStar Group | CSGP | New Coverage | Buy (N/A) |
80.75 (74.07) |
-8.27% | Details | |
| 6/23/2022 | Robert Half | RHI | Downgrade | Underperform (Buy) |
80.11 (29.33) |
-63.39% | Details | |
| 4/27/2022 | Robert Half | RHI | Upgrade | Buy (Neutral) |
109.36 (29.33) |
-73.18% | Details | |
| 3/14/2022 | Robert Half | RHI | New Coverage | Neutral (N/A) |
112.34 (29.33) |
-73.89% | Details | |
| 10/8/2021 | Tilray | TLRY | Maintain | Buy (N/A) |
|
Details | ||
| 10/4/2021 | Tilray | TLRY | Maintain | Buy (N/A) |
|
Details | ||
| 8/18/2021 | Tilray | TLRY | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2021 | Ralph Lauren | RL | Maintain | Neutral (N/A) |
|
Details | ||
| 5/19/2021 | Tilray | TLRY | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2021 | Levi Strauss & Co. | LEVI | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2020 | Levi Strauss & Co. | LEVI | Upgrade | Buy (Neutral) |
16.50 (23.37) |
41.64% | Details | |
| 11/10/2020 | Ralph Lauren | RL | Downgrade | Neutral (Buy) |
81.74 (407.01) |
397.93% | Details | |
| 7/31/2020 | Hanesbrands | HBI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/15/2020 | Hanesbrands | HBI | Upgrade | Neutral (Underperform) |
12.55 (6.47) |
-48.45% | Details | |
| 7/8/2020 | Levi Strauss & Co. | LEVI | Maintain | Neutral (N/A) |
|
Details | ||
| 6/11/2020 | PVH Corp | PVH | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2020 | Hanesbrands | HBI | Maintain | Underperform (N/A) |
|
Details | ||
| 4/8/2020 | Levi Strauss & Co. | LEVI | Maintain | Neutral (N/A) |
|
Details | ||
| 3/18/2020 | Ralph Lauren | RL | Upgrade | Buy (Neutral) |
73.51 (407.01) |
453.68% | Details | |
| 2/5/2020 | Ralph Lauren | RL | Upgrade | Neutral (Underperform) |
123.68 (73.51) |
-40.56% | Details | |
| 1/10/2020 | PVH Corp | PVH | Maintain | Buy (N/A) |
|
Details | ||
| 12/13/2019 | Hanesbrands | HBI | Downgrade | Underperform (Neutral) |
15.18 (6.47) |
-57.38% | Details | |
| 11/13/2019 | G-III Apparel | GIII | Upgrade | Buy (Neutral) |
28.50 (33.62) |
17.96% | Details | |
| 10/9/2019 | Levi Strauss & Co. | LEVI | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2019 | G-III Apparel | GIII | Downgrade | Neutral (Buy) |
18.86 (28.50) |
51.11% | Details | |
| 8/29/2019 | PVH Corp | PVH | Maintain | Buy (N/A) |
|
Details | ||
| 8/26/2019 | Ralph Lauren | RL | Maintain | Underperform (N/A) |
|
Details | ||
| 8/2/2019 | Hanesbrands | HBI | Maintain | Neutral (N/A) |
|
Details | ||
| 3/22/2019 | PVH Corp | PVH | Maintain | Buy (N/A) |
|
Details | ||
| 3/22/2019 | G-III Apparel | GIII | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2019 | Dillard's Inc. | DDS | Maintain | Underperform (N/A) |
|
Details |

