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Doug Harter Analyst Performance

Equity Research at UBS Group

Doug Harter is a stock analyst at UBS Group in the finance sector, covering 20 publicly traded companies. Over the past year, Doug Harter has issued 36 stock ratings, including buy and hold recommendations. While full access to Doug Harter's proprietary MarketBeat Analyst Ranking is reserved for MarketBeat All Access subscribers, the rating is updated daily to reflect the most recent analyst activity. This profile highlights Doug Harter's coverage history, rating activity, and performance tendencies — helping individual investors make more informed trading decisions.

Analyst Rankings, Coverage, and Performance Statistics

Average Return
00.00% 12-Month ROI
Success Rate
00.00% Profitable Ratings
Total Ratings
43 Last 1 Years
Buy Recommendations
14.29% 6 Buy Ratings
Companies Covered
20 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy14.3%6 ratings
Hold85.7%36 ratings
Sell0.0%0 ratings

Out of 42 total stock ratings issued by Doug Harter at UBS Group, the majority (85.7%) have been Hold recommendations, followed by 14.3% Buy.

Exchange Coverage

ExchangePercentageCount
NYSE
75.0% of companies on NYSE
15 companies
NASDAQ
25.0% of companies on NASDAQ
5 companies

Doug Harter, an analyst at UBS Group, currently covers 20 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector IconSectorPercentage
Finance
20 companies
100.0%

Doug Harter of UBS Group specializes in stock coverage within the Finance sector.

Coverage Industries

IndustryPercentage
FIN - SBIC&COMMRL
8 companies
40.0%
REIT - MTGE TRUST
5 companies
25.0%
FIN - MTG&REL SVS
3 companies
15.0%
FIN - MISC SVCS
1 company
5.0%
FIN - INVEST MGMT
1 company
5.0%
FIN - CONS LOANS
1 company
5.0%
INS - PROP&CASLTY
1 company
5.0%

Doug Harter's Ratings History at UBS Group

Recommendation ROI is the percentage between the price on the Report Date to the price 12 months after the report date.
Available with a MarketBeat All Access Subscription
12-Month ROIUpgrade to All Access to use the All ROI Filter
CompanyReport DateActionReport Date Price12-Month
Price Target
Rating12-Month
Price & ROI
Details
Nuveen Churchill Direct Lending Corp. stock logo
NCDL
Nuveen Churchill Direct Lending
5/18/2026Lower Price Target$13.20$14.75Neutral
Blackstone Secured Lending Fund stock logo
BXSL
Blackstone Secured Lending Fund
5/18/2026Lower Price Target$23.77$24.50Neutral
Dynex Capital, Inc. stock logo
DX
Dynex Capital
4/24/2026Reiterated Rating$13.66$14.50Neutral
Palmer Square Capital BDC Inc. stock logo
PSBD
Palmer Square Capital BDC
4/20/2026Lower Price Target$11.03$11.00Neutral
Nuveen Churchill Direct Lending Corp. stock logo
NCDL
Nuveen Churchill Direct Lending
4/20/2026Boost Price Target$14.63$15.50Neutral
Morgan Stanley Direct Lending Fund stock logo
MSDL
Morgan Stanley Direct Lending Fund
4/20/2026Boost Price Target$15.46$16.25Neutral
Kayne Anderson BDC, Inc. stock logo
KBDC
Kayne Anderson BDC
4/20/2026Boost Price Target$14.73$15.00Neutral
Rithm Capital Corp. stock logo
RITM
Rithm Capital
4/10/2026Lower Price Target$9.90$14.50Buy
Morgan Stanley Direct Lending Fund stock logo
MSDL
Morgan Stanley Direct Lending Fund
3/13/2026Lower Price Target$14.60$16.00Neutral
Kayne Anderson BDC, Inc. stock logo
KBDC
Kayne Anderson BDC
3/13/2026Lower Price Target$13.65$14.50Neutral
Blackstone Secured Lending Fund stock logo
BXSL
Blackstone Secured Lending Fund
3/13/2026Lower Price Target$23.66$24.75Neutral
Ares Capital Corporation stock logo
ARCC
Ares Capital
3/13/2026Lower Price Target$17.85$19.00Neutral
Two Harbors Investments Corp stock logo
TWO
Two Harbors Investments
1/23/2026Downgrade$13.43$14.00Neutral
Angel Oak Mortgage REIT Inc. stock logo
AOMR
Angel Oak Mortgage REIT
11/18/2025Lower Price Target$8.31$9.75Neutral
Trinity Capital Inc. stock logo
TRIN
Trinity Capital
10/14/2025Lower Price Target$14.95$17.00Buy
TriplePoint Venture Growth BDC Corp. stock logo
TPVG
TriplePoint Venture Growth BDC
10/14/2025Lower Price Target$5.39$5.50Neutral
Nuveen Churchill Direct Lending Corp. stock logo
NCDL
Nuveen Churchill Direct Lending
10/14/2025Lower Price Target$13.81$15.00Neutral
Morgan Stanley Direct Lending Fund stock logo
MSDL
Morgan Stanley Direct Lending Fund
10/14/2025Lower Price Target$16.97$18.00Neutral
Kayne Anderson BDC, Inc. stock logo
KBDC
Kayne Anderson BDC
10/14/2025Lower Price Target$13.91$15.00Neutral
Capital Southwest Corporation stock logo
CSWC
Capital Southwest
10/14/2025Lower Price Target$20.20$21.50Neutral
Ares Capital Corporation stock logo
ARCC
Ares Capital
10/14/2025Lower Price Target$19.55$21.00Neutral
Blackstone Secured Lending Fund stock logo
BXSL
Blackstone Secured Lending Fund
10/14/2025Lower Price Target$26.02$28.00Neutral
PennyMac Financial Services, Inc. stock logo
PFSI
PennyMac Financial Services
10/10/2025Boost Price Target$114.59$135.00Neutral
Rocket Companies, Inc. stock logo
RKT
Rocket Companies
10/10/2025Set Price Target$16.25$17.00Neutral
Dynex Capital, Inc. stock logo
DX
Dynex Capital
10/8/2025Set Price Target$12.90$13.25Neutral
Blackstone Secured Lending Fund stock logo
BXSL
Blackstone Secured Lending Fund
9/11/2025Initiated Coverage$28.76$31.00Neutral
MFA Financial, Inc. stock logo
MFA
MFA Financial
9/3/2025Reiterated Rating$10.06Buy
Dynex Capital, Inc. stock logo
DX
Dynex Capital
9/3/2025Boost Price Target$12.47$13.00Neutral
Mr. Cooper Group Inc stock logo
COOP
Mr. Cooper Group
8/5/2025Set Price Target$189.34$176.00
loanDepot, Inc. stock logo
LDI
loanDepot
7/16/2025Boost Price Target$1.50$1.40Neutral
Morgan Stanley Direct Lending Fund stock logo
MSDL
Morgan Stanley Direct Lending Fund
7/16/2025Boost Price Target$19.27$21.00Neutral
Kayne Anderson BDC, Inc. stock logo
KBDC
Kayne Anderson BDC
7/16/2025Boost Price Target$16.03$16.50Neutral
Ares Capital Corporation stock logo
ARCC
Ares Capital
7/16/2025Boost Price Target$22.65$22.50Neutral
Trinity Capital Inc. stock logo
TRIN
Trinity Capital
7/16/2025Boost Price Target$14.63$17.50Buy
Angel Oak Mortgage REIT Inc. stock logo
AOMR
Angel Oak Mortgage REIT
7/10/2025Set Price Target$9.68$10.50Neutral
Dynex Capital, Inc. stock logo
DX
Dynex Capital
7/10/2025Boost Price Target$12.85$12.50Neutral
Angel Oak Mortgage REIT Inc. stock logo
AOMR
Angel Oak Mortgage REIT
5/14/2025Set Price Target$10.06$10.00Neutral
AG Mortgage Investment Trust, Inc. stock logo
MITT
AG Mortgage Investment Trust
5/14/2025Set Price Target$7.27$8.00Buy
Morgan Stanley Direct Lending Fund stock logo
MSDL
Morgan Stanley Direct Lending Fund
4/17/2025Lower Price Target$19.34$20.50Neutral
Kayne Anderson BDC, Inc. stock logo
KBDC
Kayne Anderson BDC
4/17/2025Lower Price Target$15.79$16.00Neutral
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Ares Capital Corporation stock logo
ARCC
Ares Capital
4/17/2025Lower Price Target$20.50$21.00Neutral
Trinity Capital Inc. stock logo
TRIN
Trinity Capital
4/17/2025Lower Price Target$14.38$16.50Buy
NMI Holdings Inc stock logo
NMIH
NMI
2/19/2025Lower Price Target$35.26$41.00Neutral