Ratings by Raymond James (Wilma Burdis)
| Date | Company | Symbol | 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 |
