Ratings by Raymond James (Wilma Burdis)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
6/8/2026 Voya Financial VOYA Upgrade Strong Buy
(Market Perform)
83.94
(90.32)
7.6% Details
5/19/2026 Principal Financial Group PFG Downgrade Outperform
(Strong Buy)
102.40
(107.35)
4.83% Details
5/11/2026 Globe Life GL Maintain Strong Buy
(N/A)
 
 
  Details
4/21/2026 WisdomTree Investments WT New Coverage Outperform
(N/A)
18.30
(17.80)
-2.73% Details
4/16/2026 Equitable Holdings Inc EQH Upgrade Strong Buy
(Market Perform)
39.21
(44.25)
12.85% Details
4/13/2026 Blue Owl Capital OWL Maintain Strong Buy
(N/A)
 
 
  Details
3/31/2026 Apollo Global Management APO Maintain Strong Buy
(N/A)
 
 
  Details
3/2/2026 Blue Owl Capital OWL Maintain Strong Buy
(N/A)
 
 
  Details
2/11/2026 Ameriprise Financial AMP Maintain Strong Buy
(N/A)
 
 
  Details
2/9/2026 Blue Owl Capital OWL Maintain Strong Buy
(N/A)
 
 
  Details
2/9/2026 Ares Management, L.P. ARES Upgrade Strong Buy
(Market Perform)
121.87
(118.32)
-2.91% Details
1/7/2026 Blue Owl Capital OWL Maintain Strong Buy
(N/A)
 
 
  Details
12/30/2025 AFLAC AFL Maintain Outperform
(N/A)
 
 
  Details
12/10/2025 Blue Owl Capital OWL Upgrade Strong Buy
(Market Perform)
16.02
(8.71)
-45.63% Details
11/12/2025 Brighthouse Financial, Inc. BHF Downgrade Market Perform
(Strong Buy)
65.91
(63.55)
-3.58% Details
10/17/2025 Reinsurance Group of America RGA Downgrade Underperform
(Market Perform)
188.07
(210.19)
11.76% Details
10/9/2025 LPL Financial Holdings LPLA Upgrade Market Perform
(Underperform)
325.13
(284.75)
-12.42% Details
9/19/2025 Brighthouse Financial, Inc. BHF Maintain Strong Buy
(N/A)
 
 
  Details
8/22/2025 Apollo Global Management APO Maintain Strong Buy
(N/A)
 
 
  Details
7/28/2025 Blue Owl Capital OWL New Coverage Market Perform
(N/A)
20.02
(16.02)
-19.98% Details
7/28/2025 Ares Management, L.P. ARES New Coverage Market Perform
(N/A)
186.22
(121.87)
-34.56% Details
6/26/2025 Corebridge Financial CRBG Maintain Market Perform
(N/A)
 
 
  Details
6/25/2025 Brighthouse Financial, Inc. BHF Maintain Strong Buy
(N/A)
 
 
  Details
5/30/2025 Apollo Global Management APO Maintain Strong Buy
(N/A)
 
 
  Details
5/23/2025 Reinsurance Group of America RGA Downgrade Market Perform
(Strong Buy)
202.89
(188.07)
-7.3% Details
5/15/2025 Horace Mann Educators HMN Maintain Strong Buy
(N/A)
 
 
  Details
4/10/2025 Apollo Global Management APO New Coverage Strong Buy
(N/A)
128.45
(126.50)
-1.52% Details
4/7/2025 Ameriprise Financial AMP Upgrade Strong Buy
(Market Perform)
455.81
(462.16)
1.39% Details
3/24/2025 Corebridge Financial CRBG Maintain Market Perform
(N/A)
 
 
  Details
3/18/2025 Brighthouse Financial, Inc. BHF Upgrade Strong Buy
(Market Perform)
56.95
(65.91)
15.73% Details
3/5/2025 Unum Group UNM Upgrade Strong Buy
(Market Perform)
81.39
(89.80)
10.33% Details
9/13/2024 Voya Financial VOYA Downgrade Market Perform
(Strong Buy)
75.34
(83.94)
11.41% Details
8/6/2024 Horace Mann Educators HMN New Coverage Strong Buy
(N/A)
32.76
(51.14)
56.11% Details
7/30/2024 Corebridge Financial CRBG New Coverage Market Perform
(N/A)
29.73
(28.39)
-4.51% Details
7/9/2024 Principal Financial Group PFG Upgrade Strong Buy
(Market Perform)
78.46
(102.40)
30.51% Details
5/24/2024 Prudential Financial PRU Maintain Market Perform
(N/A)
 
 
  Details
4/4/2024 LPL Financial Holdings LPLA New Coverage Underperform
(N/A)
263.33
(325.13)
23.47% Details
3/21/2024 Ameriprise Financial AMP New Coverage Market Perform
(N/A)
431.13
(455.81)
5.72% Details
2/12/2024 Primerica PRI Downgrade Market Perform
(Strong Buy)
235.93
(284.15)
20.44% Details
2/9/2024 Prudential Financial PRU Downgrade Market Perform
(Strong Buy)
108.61
(106.95)
-1.53% Details
1/25/2024 AlTi Global ALTI Upgrade Strong Buy
(Market Perform)
5.65
(3.23)
-42.83% Details
10/23/2023 Globe Life GL Maintain Strong Buy
(N/A)
 
 
  Details
8/24/2023 Prudential Financial PRU Upgrade Strong Buy
(Market Perform)
90.22
(106.95)
18.54% Details
7/26/2023 Lincoln National LNC New Coverage Market Perform
(N/A)
27.43
(37.27)
35.87% Details
7/12/2023 AlTi Global ALTI Downgrade Market Perform
(Strong Buy)
7.99
(3.23)
-59.57% Details
6/29/2023 CNO Financial Group CNO New Coverage Market Perform
(N/A)
23.14
(52.89)
128.57% Details
6/28/2023 American Equity Investment Life Holding AEL Downgrade Market Perform
(Strong Buy)
45.10
(56.47)
25.21% Details
6/7/2023 Reinsurance Group of America RGA New Coverage Strong Buy
(N/A)
142.70
(202.89)
42.18% Details
5/2/2023 AlTi Global ALTI New Coverage Strong Buy
(N/A)
5.95
(3.23)
-45.71% Details
4/25/2023 Voya Financial VOYA Maintain Strong Buy
(N/A)
 
 
  Details
4/13/2023 Primerica PRI New Coverage Strong Buy
(N/A)
172.14
(284.15)
65.07% Details
3/14/2023 Globe Life GL Maintain Strong Buy
(N/A)
 
 
  Details
2/15/2023 Globe Life GL Maintain Strong Buy
(N/A)
 
 
  Details
12/19/2022 American Equity Investment Life Holding AEL New Coverage Strong Buy
(N/A)
39.13
(56.47)
44.31% Details
11/23/2022 Prudential Financial PRU Downgrade Market Perform
(Strong Buy)
106.98
(106.95)
-0.03% Details
9/22/2022 Globe Life GL New Coverage Strong Buy
(N/A)
103.65
(176.30)
70.09% Details
9/22/2022 Prudential Financial PRU New Coverage Strong Buy
(N/A)
93.02
(106.95)
14.98% Details
9/22/2022 Principal Financial Group PFG New Coverage Market Perform
(N/A)
76.84
(107.35)
39.71% Details
9/22/2022 Voya Financial VOYA New Coverage Strong Buy
(N/A)
62.87
(90.32)
43.66% Details
9/22/2022 Unum Group UNM New Coverage Market Perform
(N/A)
40.38
(81.39)
101.56% Details
9/22/2022 MetLife MET New Coverage Market Perform
(N/A)
65.49
(85.66)
30.8% Details