Ratings by BMO Capital (Jack Matten)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 5/15/2026 | Prudential Financial | PRU | Maintain | (N/A) |
|
Details | ||
| 5/15/2026 | Primerica | PRI | Maintain | (N/A) |
|
Details | ||
| 5/15/2026 | MetLife | MET | Maintain | (N/A) |
|
Details | ||
| 5/15/2026 | Equitable Holdings Inc | EQH | Maintain | (N/A) |
|
Details | ||
| 5/15/2026 | CNO Financial Group | CNO | Maintain | (N/A) |
|
Details | ||
| 5/15/2026 | AFLAC | AFL | Maintain | (N/A) |
|
Details | ||
| 4/9/2026 | MetLife | MET | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/9/2026 | Corebridge Financial | CRBG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | Globe Life | GL | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/2/2026 | Prudential Financial | PRU | Maintain | Underperform (N/A) |
|
Details | ||
| 1/6/2026 | Unum Group | UNM | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Prudential Financial | PRU | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Principal Financial Group | PFG | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Primerica | PRI | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | MetLife | MET | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Globe Life | GL | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Equitable Holdings Inc | EQH | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Corebridge Financial | CRBG | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | CNO Financial Group | CNO | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | AFLAC | AFL | Maintain | (N/A) |
|
Details | ||
| 12/17/2025 | Equitable Holdings Inc | EQH | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2025 | Prudential Financial | PRU | Maintain | (N/A) |
|
Details | ||
| 11/18/2025 | Primerica | PRI | Maintain | (N/A) |
|
Details | ||
| 11/18/2025 | MetLife | MET | Maintain | (N/A) |
|
Details | ||
| 11/18/2025 | Equitable Holdings Inc | EQH | Maintain | (N/A) |
|
Details | ||
| 11/18/2025 | Corebridge Financial | CRBG | Maintain | (N/A) |
|
Details | ||
| 11/18/2025 | CNO Financial Group | CNO | Maintain | (N/A) |
|
Details | ||
| 11/18/2025 | AFLAC | AFL | Maintain | (N/A) |
|
Details | ||
| 9/30/2025 | Unum Group | UNM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/30/2025 | Primerica | PRI | Maintain | Outperform (N/A) |
|
Details | ||
| 9/30/2025 | Prudential Financial | PRU | Maintain | Underperform (N/A) |
|
Details | ||
| 9/30/2025 | Principal Financial Group | PFG | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/30/2025 | MetLife | MET | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/30/2025 | Globe Life | GL | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/30/2025 | Corebridge Financial | CRBG | Maintain | Outperform (N/A) |
|
Details | ||
| 9/30/2025 | CNO Financial Group | CNO | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/30/2025 | AFLAC | AFL | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/23/2025 | Primerica | PRI | Upgrade | Outperform (Market Perform) |
272.28 (280.07) |
2.86% | Details | |
| 8/18/2025 | Lemonade Inc. | LMND | Maintain | Underperform (N/A) |
|
Details | ||
| 8/15/2025 | Lemonade Inc. | LMND | Maintain | Underperform (N/A) |
|
Details | ||
| 8/13/2025 | Primerica | PRI | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/13/2025 | Equitable Holdings Inc | EQH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2025 | MetLife | MET | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/13/2025 | AFLAC | AFL | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/5/2025 | Principal Financial Group | PFG | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/30/2025 | Globe Life | GL | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/9/2025 | Unum Group | UNM | Maintain | (N/A) |
|
Details | ||
| 7/9/2025 | Prudential Financial | PRU | Maintain | (N/A) |
|
Details | ||
| 7/9/2025 | Primerica | PRI | Maintain | (N/A) |
|
Details | ||
| 7/9/2025 | Principal Financial Group | PFG | Maintain | (N/A) |
|
Details | ||
| 7/9/2025 | Globe Life | GL | Maintain | (N/A) |
|
Details | ||
| 7/9/2025 | Equitable Holdings Inc | EQH | Maintain | (N/A) |
|
Details | ||
| 7/9/2025 | Corebridge Financial | CRBG | Maintain | (N/A) |
|
Details | ||
| 7/9/2025 | CNO Financial Group | CNO | Maintain | (N/A) |
|
Details | ||
| 7/9/2025 | AFLAC | AFL | Maintain | (N/A) |
|
Details | ||
| 7/1/2025 | Lemonade Inc. | LMND | Maintain | Underperform (N/A) |
|
Details | ||
| 6/27/2025 | Corebridge Financial | CRBG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2025 | Unum Group | UNM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2025 | Prudential Financial | PRU | Maintain | Underperform (N/A) |
|
Details | ||
| 5/20/2025 | Primerica | PRI | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/20/2025 | Principal Financial Group | PFG | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/20/2025 | MetLife | MET | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/20/2025 | Globe Life | GL | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/20/2025 | Equitable Holdings Inc | EQH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2025 | Corebridge Financial | CRBG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2025 | CNO Financial Group | CNO | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/20/2025 | AFLAC | AFL | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/9/2025 | CNO Financial Group | CNO | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/8/2025 | Primerica | PRI | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/3/2025 | Unum Group | UNM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2025 | Equitable Holdings Inc | EQH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2025 | Primerica | PRI | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/20/2025 | Principal Financial Group | PFG | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/20/2025 | CNO Financial Group | CNO | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/20/2025 | AFLAC | AFL | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/13/2025 | MetLife | MET | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/12/2025 | Globe Life | GL | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/12/2025 | Equitable Holdings Inc | EQH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2025 | Prudential Financial | PRU | Maintain | Underperform (N/A) |
|
Details | ||
| 2/6/2025 | Unum Group | UNM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2025 | Equitable Holdings Inc | EQH | New Coverage | Outperform (N/A) |
52.83 (44.98) |
-14.86% | Details | |
| 1/23/2025 | Corebridge Financial | CRBG | New Coverage | Outperform (N/A) |
32.43 (29.09) |
-10.3% | Details | |
| 1/23/2025 | Unum Group | UNM | New Coverage | Outperform (N/A) |
75.45 (90.58) |
20.05% | Details | |
| 1/23/2025 | MetLife | MET | New Coverage | Market Perform (N/A) |
86.88 (87.56) |
0.78% | Details | |
| 1/23/2025 | CNO Financial Group | CNO | New Coverage | Market Perform (N/A) |
39.28 (51.46) |
31.01% | Details | |
| 1/23/2025 | Globe Life | GL | New Coverage | Market Perform (N/A) |
119.55 (172.05) |
43.91% | Details | |
| 1/23/2025 | Principal Financial Group | PFG | New Coverage | Market Perform (N/A) |
82.54 (111.23) |
34.76% | Details | |
| 1/23/2025 | AFLAC | AFL | New Coverage | Market Perform (N/A) |
106.39 (116.55) |
9.55% | Details | |
| 1/23/2025 | Prudential Financial | PRU | New Coverage | Underperform (N/A) |
120.27 (108.26) |
-9.99% | Details | |
| 1/23/2025 | Primerica | PRI | New Coverage | Market Perform (N/A) |
293.53 (272.28) |
-7.24% | Details | |
| 11/20/2024 | Lemonade Inc. | LMND | Maintain | Underperform (N/A) |
|
Details | ||
| 11/11/2024 | Lemonade Inc. | LMND | Maintain | Underperform (N/A) |
|
Details | ||
| 8/12/2024 | Lemonade Inc. | LMND | Maintain | Underperform (N/A) |
|
Details |

