Ratings by Morgan Stanley (Jeff Adelson)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 4/23/2026 | Bread Financial Holdings | BFH | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/21/2026 | Synchrony Financial | SYF | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/20/2026 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2026 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2026 | American Express | AXP | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2026 | Bread Financial Holdings | BFH | Upgrade | Equalweight (Underweight) |
82.64 (103.68) |
25.46% | Details | |
| 1/30/2026 | Bread Financial Holdings | BFH | Maintain | Underweight (N/A) |
|
Details | ||
| 1/28/2026 | Synchrony Financial | SYF | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/20/2026 | Bread Financial Holdings | BFH | Maintain | Underweight (N/A) |
|
Details | ||
| 1/20/2026 | American Express | AXP | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/20/2026 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2025 | Synchrony Financial | SYF | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/16/2025 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2025 | Bread Financial Holdings | BFH | Maintain | Underweight (N/A) |
|
Details | ||
| 12/16/2025 | American Express | AXP | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/16/2025 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2025 | Bread Financial Holdings | BFH | Maintain | Underweight (N/A) |
|
Details | ||
| 10/22/2025 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 9/29/2025 | Synchrony Financial | SYF | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/29/2025 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 9/29/2025 | Bread Financial Holdings | BFH | Maintain | Underweight (N/A) |
|
Details | ||
| 9/29/2025 | American Express | AXP | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/29/2025 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2025 | Bread Financial Holdings | BFH | Maintain | Underweight (N/A) |
|
Details | ||
| 7/10/2025 | Synchrony Financial | SYF | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/10/2025 | Bread Financial Holdings | BFH | Maintain | Underweight (N/A) |
|
Details | ||
| 7/10/2025 | American Express | AXP | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/10/2025 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2025 | Capital One Financial | COF | New Coverage | Overweight (N/A) |
218.03 (200.70) |
-7.95% | Details | |
| 6/3/2025 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2025 | Bread Financial Holdings | BFH | Maintain | Underweight (N/A) |
|
Details | ||
| 4/24/2025 | Bread Financial Holdings | BFH | Maintain | Underweight (N/A) |
|
Details | ||
| 4/23/2025 | Synchrony Financial | SYF | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/7/2025 | Bread Financial Holdings | BFH | Downgrade | Underweight (Overweight) |
44.81 (82.64) |
84.42% | Details | |
| 4/7/2025 | Synchrony Financial | SYF | Downgrade | Equalweight (Overweight) |
46.56 (75.71) |
62.61% | Details | |
| 12/19/2024 | American Express | AXP | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/19/2024 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 12/19/2024 | Synchrony Financial | SYF | Upgrade | Overweight (Equalweight) |
63.59 (75.71) |
19.06% | Details | |
| 10/15/2024 | American Express | AXP | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/11/2024 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2024 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2024 | American Express | AXP | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2024 | Synchrony Financial | SYF | New Coverage | Underweight (N/A) |
38.53 (63.59) |
65.04% | Details | |
| 2/8/2024 | Capital One Financial | COF | New Coverage | Equalweight (N/A) |
133.97 (218.03) |
62.75% | Details | |
| 2/8/2024 | American Express | AXP | Downgrade | Equalweight (Overweight) |
205.65 (338.07) |
64.39% | Details | |
| 2/8/2024 | Ally Financial | ALLY | Upgrade | Overweight (Equalweight) |
35.87 (45.57) |
27.04% | Details | |
| 2/8/2024 | Discover Financial | DFS | Upgrade | Overweight (Equalweight) |
105.66 (200.05) |
89.33% | Details |

