Ratings by TD Cowen (Moshe Orenbuch)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 5/14/2026 | Klarna | KLAR | Maintain | Hold (N/A) |
|
Details | ||
| 5/11/2026 | Klarna | KLAR | New Coverage | Hold (N/A) |
14.50 (17.75) |
22.41% | Details | |
| 5/8/2026 | Affirm Holdings | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2026 | Credit Acceptance Corp. | CACC | Maintain | Hold (N/A) |
|
Details | ||
| 5/5/2026 | Affirm Holdings | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2026 | SoFi Technologies | SOFI | Maintain | Hold (N/A) |
|
Details | ||
| 4/30/2026 | Navient Corporation | NAVI | Maintain | Sell (N/A) |
|
Details | ||
| 4/29/2026 | AerCap Holdings | AER | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2026 | First Cash Financial | FCFS | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2026 | Enova International | ENVA | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2026 | Bread Financial Holdings | BFH | Maintain | Hold (N/A) |
|
Details | ||
| 4/22/2026 | Capital One Financial | COF | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2026 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2026 | AerCap Holdings | AER | Maintain | Buy (N/A) |
|
Details | ||
| 3/16/2026 | AerCap Holdings | AER | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2026 | OneMain | OMF | Maintain | (N/A) |
|
Details | ||
| 2/6/2026 | First Cash Financial | FCFS | Maintain | (N/A) |
|
Details | ||
| 2/6/2026 | Affirm Holdings Inc. | AFRM | Maintain | (N/A) |
|
Details | ||
| 2/2/2026 | SoFi Technologies | SOFI | Maintain | (N/A) |
|
Details | ||
| 1/30/2026 | Credit Acceptance Corp. | CACC | Maintain | Hold (N/A) |
|
Details | ||
| 1/29/2026 | Bread Financial Holdings | BFH | Maintain | Hold (N/A) |
|
Details | ||
| 1/29/2026 | Navient Corporation | NAVI | Maintain | Sell (N/A) |
|
Details | ||
| 1/28/2026 | Synchrony Financial | SYF | Maintain | (N/A) |
|
Details | ||
| 1/28/2026 | Enova International | ENVA | Maintain | (N/A) |
|
Details | ||
| 1/22/2026 | Ally Financial | ALLY | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2026 | AerCap Holdings | AER | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2026 | Synchrony Financial | SYF | Maintain | (N/A) |
|
Details | ||
| 1/8/2026 | Sezzle Inc | SEZL | Maintain | (N/A) |
|
Details | ||
| 1/8/2026 | OneMain | OMF | Maintain | (N/A) |
|
Details | ||
| 1/8/2026 | Nelnet | NNI | Maintain | (N/A) |
|
Details | ||
| 1/8/2026 | Enova International | ENVA | Maintain | (N/A) |
|
Details | ||
| 1/8/2026 | Capital One Financial | COF | Maintain | (N/A) |
|
Details | ||
| 1/8/2026 | American Express | AXP | Maintain | (N/A) |
|
Details | ||
| 1/8/2026 | Bread Financial Holdings | BFH | Maintain | (N/A) |
|
Details | ||
| 1/8/2026 | Ally Financial | ALLY | Maintain | (N/A) |
|
Details | ||
| 1/8/2026 | Affirm Holdings Inc. | AFRM | Maintain | (N/A) |
|
Details | ||
| 1/8/2026 | Credit Acceptance Corp. | CACC | Downgrade | Hold (Buy) |
465.64 (589.97) |
26.7% | Details | |
| 12/11/2025 | Enova International | ENVA | Maintain | Buy (N/A) |
|
Details | ||
| 12/9/2025 | SLM Corp. | SLM | Maintain | Buy (N/A) |
|
Details | ||
| 12/5/2025 | SLM Corp. | SLM | Maintain | Buy (N/A) |
|
Details | ||
| 11/26/2025 | Capital One Financial | COF | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2025 | Nelnet | NNI | Maintain | Hold (N/A) |
|
Details | ||
| 11/4/2025 | CompoSecure Inc. | CMPO | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2025 | OneMain | OMF | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2025 | First Cash Financial | FCFS | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2025 | Credit Acceptance Corp. | CACC | Maintain | Sell (N/A) |
|
Details | ||
| 10/30/2025 | AerCap Holdings | AER | Maintain | (N/A) |
|
Details | ||
| 10/30/2025 | Navient Corporation | NAVI | Maintain | Sell (N/A) |
|
Details | ||
| 10/29/2025 | SoFi Technologies | SOFI | Maintain | Hold (N/A) |
|
Details | ||
| 10/24/2025 | Bread Financial Holdings | BFH | Maintain | Hold (N/A) |
|
Details | ||
| 10/20/2025 | Ally Financial | ALLY | Upgrade | Buy (Hold) |
39.82 (45.23) |
13.59% | Details | |
| 10/16/2025 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 10/6/2025 | SoFi Technologies | SOFI | Maintain | (N/A) |
|
Details | ||
| 10/6/2025 | Synchrony Financial | SYF | Maintain | (N/A) |
|
Details | ||
| 10/6/2025 | Sezzle Inc | SEZL | Maintain | Hold (N/A) |
|
Details | ||
| 10/6/2025 | SLM Corp. | SLM | Maintain | (N/A) |
|
Details | ||
| 10/6/2025 | OneMain | OMF | Maintain | (N/A) |
|
Details | ||
| 10/6/2025 | First Cash Financial | FCFS | Maintain | (N/A) |
|
Details | ||
| 10/6/2025 | Enova International | ENVA | Maintain | (N/A) |
|
Details | ||
| 10/6/2025 | Capital One Financial | COF | Maintain | (N/A) |
|
Details | ||
| 10/6/2025 | CompoSecure Inc. | CMPO | Maintain | (N/A) |
|
Details | ||
| 10/6/2025 | Credit Acceptance Corp. | CACC | Maintain | (N/A) |
|
Details | ||
| 10/6/2025 | Bread Financial Holdings | BFH | Maintain | (N/A) |
|
Details | ||
| 10/6/2025 | American Express | AXP | Maintain | (N/A) |
|
Details | ||
| 10/6/2025 | Ally Financial | ALLY | Maintain | (N/A) |
|
Details | ||
| 9/3/2025 | Air Lease Corp | AL | Downgrade | Hold (Buy) |
64.06 (65.00) |
1.47% | Details | |
| 8/29/2025 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/18/2025 | SLM Corp. | SLM | Maintain | Buy (N/A) |
|
Details | ||
| 8/18/2025 | First Cash Financial | FCFS | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2025 | AerCap Holdings | AER | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2025 | SoFi Technologies | SOFI | Maintain | Hold (N/A) |
|
Details | ||
| 7/25/2025 | SLM Corp. | SLM | Maintain | Hold (N/A) |
|
Details | ||
| 7/25/2025 | Enova International | ENVA | Maintain | Buy (N/A) |
|
Details | ||
| 7/23/2025 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 7/23/2025 | Capital One Financial | COF | Maintain | Buy (N/A) |
|
Details | ||
| 7/11/2025 | SoFi Technologies | SOFI | New Coverage | Hold (N/A) |
20.97 (17.29) |
-17.55% | Details | |
| 7/8/2025 | Capital One Financial | COF | Upgrade | Buy (Hold) |
220.91 (197.81) |
-10.46% | Details | |
| 6/17/2025 | OneMain | OMF | Maintain | Buy (N/A) |
|
Details | ||
| 5/20/2025 | CompoSecure Inc. | CMPO | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2025 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2025 | Air Lease Corp | AL | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2025 | Discover Financial | DFS | Maintain | Buy (N/A) |
|
Details | ||
| 4/23/2025 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 4/23/2025 | Capital One Financial | COF | Maintain | Hold (N/A) |
|
Details | ||
| 4/8/2025 | Affirm Holdings Inc. | AFRM | New Coverage | Buy (N/A) |
35.75 (71.83) |
100.92% | Details | |
| 4/1/2025 | Upbound Group | UPBD | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2025 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2025 | SLM Corp. | SLM | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2025 | PROG Holdings | PRG | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2025 | OneMain | OMF | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2025 | Nelnet | NNI | Maintain | Hold (N/A) |
|
Details | ||
| 4/1/2025 | Navient Corporation | NAVI | Maintain | Sell (N/A) |
|
Details | ||
| 4/1/2025 | First Cash Financial | FCFS | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2025 | Discover Financial | DFS | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2025 | Capital One Financial | COF | Maintain | Hold (N/A) |
|
Details | ||
| 4/1/2025 | CompoSecure Inc. | CMPO | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2025 | Bread Financial Holdings | BFH | Maintain | Hold (N/A) |
|
Details | ||
| 4/1/2025 | American Express | AXP | Maintain | Hold (N/A) |
|
Details | ||
| 4/1/2025 | Ally Financial | ALLY | Maintain | Hold (N/A) |
|
Details | ||
| 4/1/2025 | Enova International | ENVA | Upgrade | Buy (Hold) |
96.56 (210.99) |
118.51% | Details | |
| 3/20/2025 | Enova International | ENVA | Maintain | Hold (N/A) |
|
Details | ||
| 3/17/2025 | Discover Financial | DFS | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2025 | AerCap Holdings | AER | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2025 | SLM Corp. | SLM | Maintain | (Buy) |
|
Details | ||
| 3/6/2025 | CompoSecure Inc. | CMPO | Maintain | (Buy) |
|
Details | ||
| 3/4/2025 | Nelnet | NNI | Maintain | Hold (N/A) |
|
Details | ||
| 2/19/2025 | PROG Holdings | PRG | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2025 | Bread Financial Holdings | BFH | Maintain | Hold (N/A) |
|
Details | ||
| 1/31/2025 | Credit Acceptance Corp. | CACC | Maintain | Sell (N/A) |
|
Details | ||
| 1/30/2025 | Navient Corporation | NAVI | Maintain | Sell (N/A) |
|
Details | ||
| 1/29/2025 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 1/23/2025 | Ally Financial | ALLY | Maintain | Hold (N/A) |
|
Details | ||
| 1/22/2025 | Capital One Financial | COF | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2025 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2025 | PROG Holdings | PRG | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2025 | Nelnet | NNI | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2025 | Navient Corporation | NAVI | Maintain | Sell (N/A) |
|
Details | ||
| 1/8/2025 | First Cash Financial | FCFS | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2025 | Enova International | ENVA | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2025 | Capital One Financial | COF | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2025 | CompoSecure Inc. | CMPO | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2025 | Credit Acceptance Corp. | CACC | Maintain | Sell (N/A) |
|
Details | ||
| 1/8/2025 | Bread Financial Holdings | BFH | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2025 | American Express | AXP | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2025 | Ally Financial | ALLY | Maintain | Hold (N/A) |
|
Details | ||
| 12/18/2024 | CompoSecure Inc. | CMPO | New Coverage | Buy (N/A) |
16.15 (20.26) |
25.45% | Details | |
| 12/6/2024 | SLM Corp. | SLM | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2024 | Navient Corporation | NAVI | Maintain | Sell (N/A) |
|
Details | ||
| 11/1/2024 | Credit Acceptance Corp. | CACC | Maintain | Sell (N/A) |
|
Details | ||
| 10/22/2024 | Ally Financial | ALLY | Maintain | Hold (N/A) |
|
Details | ||
| 10/21/2024 | American Express | AXP | Maintain | Hold (N/A) |
|
Details | ||
| 10/9/2024 | Air Lease Corp | AL | Maintain | Buy (Buy) |
|
Details | ||
| 9/23/2024 | Ally Financial | ALLY | Maintain | Hold (N/A) |
|
Details | ||
| 9/12/2024 | Navient Corporation | NAVI | Maintain | Sell (N/A) |
|
Details | ||
| 9/11/2024 | Ally Financial | ALLY | Maintain | Hold (N/A) |
|
Details | ||
| 9/11/2024 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2024 | Nelnet | NNI | Maintain | Hold (N/A) |
|
Details | ||
| 8/2/2024 | Air Lease Corp | AL | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2024 | AerCap Holdings | AER | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2024 | Credit Acceptance Corp. | CACC | Maintain | Sell (N/A) |
|
Details | ||
| 7/29/2024 | Air Lease Corp | AL | New Coverage | Buy (N/A) |
49.47 (64.06) |
29.49% | Details | |
| 7/29/2024 | AerCap Holdings | AER | New Coverage | Buy (N/A) |
93.58 (146.41) |
56.45% | Details | |
| 7/26/2024 | Bread Financial Holdings | BFH | Maintain | Hold (N/A) |
|
Details | ||
| 7/24/2024 | Enova International | ENVA | Maintain | Hold (N/A) |
|
Details | ||
| 7/18/2024 | Ally Financial | ALLY | Maintain | Hold (N/A) |
|
Details | ||
| 6/7/2024 | SLM Corp. | SLM | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2024 | SLM Corp. | SLM | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2024 | Capital One Financial | COF | Maintain | Hold (N/A) |
|
Details | ||
| 5/13/2024 | Nelnet | NNI | Maintain | Hold (N/A) |
|
Details | ||
| 5/2/2024 | Credit Acceptance Corp. | CACC | Maintain | Sell (N/A) |
|
Details | ||
| 5/1/2024 | OneMain | OMF | Maintain | Buy (N/A) |
|
Details | ||
| 4/25/2024 | First Cash Financial | FCFS | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2024 | Ally Financial | ALLY | Maintain | Hold (N/A) |
|
Details | ||
| 4/10/2024 | First Cash Financial | FCFS | Upgrade | Buy (Hold) |
125.93 (223.51) |
77.49% | Details | |
| 2/29/2024 | Nelnet | NNI | Maintain | Hold (N/A) |
|
Details | ||
| 2/1/2024 | Navient Corporation | NAVI | Maintain | Sell (N/A) |
|
Details | ||
| 1/29/2024 | American Express | AXP | Maintain | Hold (N/A) |
|
Details | ||
| 1/25/2024 | SLM Corp. | SLM | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2024 | Ally Financial | ALLY | Maintain | Hold (N/A) |
|
Details | ||
| 1/19/2024 | Discover Financial | DFS | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2024 | Navient Corporation | NAVI | Downgrade | Sell (Hold) |
18.23 (7.98) |
-56.23% | Details | |
| 12/15/2023 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 12/13/2023 | SLM Corp. | SLM | Maintain | Buy (N/A) |
|
Details | ||
| 12/7/2023 | OneMain | OMF | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2023 | Nelnet | NNI | New Coverage | Hold (N/A) |
84.81 (129.55) |
52.75% | Details | |
| 11/1/2023 | Ally Financial | ALLY | New Coverage | Hold (N/A) |
24.19 (39.82) |
64.61% | Details | |
| 11/1/2023 | ConocoPhillips | COP | New Coverage | Hold (N/A) |
118.80 (105.61) |
-11.1% | Details | |
| 11/1/2023 | American Express | AXP | New Coverage | Hold (N/A) |
146.03 (337.78) |
131.31% | Details | |
| 11/1/2023 | Bread Financial Holdings | BFH | New Coverage | Hold (N/A) |
27.03 (103.79) |
283.98% | Details | |
| 11/1/2023 | First Cash Financial | FCFS | New Coverage | Hold (N/A) |
108.92 (223.51) |
105.21% | Details | |
| 11/1/2023 | Navient Corporation | NAVI | New Coverage | Hold (N/A) |
15.91 (7.98) |
-49.84% | Details | |
| 11/1/2023 | Enova International | ENVA | New Coverage | Hold (N/A) |
39.88 (210.99) |
429.06% | Details | |
| 11/1/2023 | OneMain | OMF | New Coverage | Buy (N/A) |
35.39 (58.08) |
64.11% | Details | |
| 11/1/2023 | Credit Acceptance Corp. | CACC | New Coverage | Sell (N/A) |
397.06 (465.64) |
17.27% | Details | |
| 11/1/2023 | Synchrony Financial | SYF | New Coverage | Buy (N/A) |
28.08 (75.04) |
167.24% | Details | |
| 11/1/2023 | SLM Corp. | SLM | New Coverage | Buy (N/A) |
13.16 (23.24) |
76.6% | Details | |
| 11/1/2023 | Discover Financial | DFS | New Coverage | Buy (N/A) |
81.14 (200.05) |
146.55% | Details | |
| 4/8/0007 | Alarm.com | ALRM | New Coverage | Buy (N/A) |
50.93 (43.08) |
-15.41% | Details |

