Kenneth Lee Analyst Performance

Vice President, Senior Equity Analyst, Equity Research at Royal Bank Of Canada

Kenneth Lee is a stock analyst at Royal Bank Of Canada focused in the finance sector, covering 34 publicly traded companies. Over the past year, Kenneth Lee has issued 97 stock ratings, including buy and hold recommendations. While full access to Kenneth Lee'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 Kenneth Lee's coverage history, rating activity, and performance tendencies - helping individual investors make more informed trading decisions.

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Average Return: 00.00% 12-Month ROI
Success Rate: 00.00% Profitable Ratings
Total Ratings: 192 Last 9 Years
Buy Recommendations: 60.73% 116 Buy Ratings
Companies Covered: 34 Unique Companies

Ratings Distribution

Rating	Percentage	Count
Strong Buy	0.0%	0 ratings
Buy	60.7%	116 ratings
Hold	39.3%	75 ratings
Sell	0.0%	0 ratings

Out of 191 total stock ratings issued by Kenneth Lee at Royal Bank Of Canada, the majority (60.7%) have been Buy recommendations, followed by 39.3% Hold.

Best & Worst Calls

Best Call
0000.0%
OMF
Jul 2020
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Worst Call
000.0%
IVZ
Dec 2017
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Exchange Coverage

Exchange	Percentage	Count
NYSE	82.4% of companies on NYSE	28 companies
NASDAQ	17.6% of companies on NASDAQ	6 companies

Kenneth Lee, an analyst at Royal Bank Of Canada, currently covers 34 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector Icon	Sector	Percentage
	Finance 32 companies	94.1%
	Real Estate 1 company	2.9%
	Communication Services 1 company	2.9%

Kenneth Lee of Royal Bank Of Canada specializes in stock coverage within the Finance sector, with additional focus on Real Estate and Communication Services companies.

Coverage Industries

Industry	Percentage
CAPITAL MARKETS 22 companies	64.7%
MORTGAGE REAL ESTATE INVESTMENT TRUSTS (REITS) 6 companies	17.6%
FINANCIAL SERVICES 2 companies	5.9%
CONSUMER FINANCE 1 company	2.9%
SPECIALIZED REITS 1 company	2.9%
INSURANCE 1 company	2.9%
DIVERSIFIED TELECOMMUNICATION SERVICES 1 company	2.9%

Timeframe

Start Date

End Date

Rating

12-Month ROIAll ROI

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Company	Report Date	Action	Report Date Price	12-Month Price Target	Rating
PS Pershing Square	10/5/2026	Boost Price Target	$52.68	$44.00	Sector Perform
MFA MFA Financial	8/20/2026	Reiterated Rating	$9.06	$10.00	Sector Perform
OTF Blue Owl Technology Finance	8/17/2026	Reiterated Rating	$11.39	$12.00	Sector Perform
IVZ Invesco	8/13/2026	Downgrade	$32.17	$39.00	Hold
KBDC Kayne Anderson BDC	8/13/2026	Lower Price Target	$13.56	$15.00	Outperform
FSK FS KKR Capital	8/12/2026	Reiterated Rating	$12.09	$13.00	Sector Perform
MFIC MidCap Financial Investment	8/12/2026	Lower Price Target	$9.66	$10.00	Sector Perform
CNNE Cannae	8/11/2026	Reiterated Rating	$14.93	$16.00	Outperform
VCTR Victory Capital	8/7/2026	Boost Price Target	$107.94	$118.00	Outperform
VOYA Voya Financial	8/6/2026	Boost Price Target	$100.69	$110.00	Outperform
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AAMI Acadian Asset Management	7/31/2026	Boost Price Target	$85.06	$80.00	Sector Perform
OMF OneMain	7/30/2026	Boost Price Target	$61.88	$73.00	Outperform
APAM Artisan Partners Asset Management	7/30/2026	Boost Price Target	$39.88	$45.00	Outperform
IVZ Invesco	7/29/2026	Boost Price Target	$28.17	$35.00	Outperform
TWO Two Harbors Investments	7/27/2026	Boost Price Target	$12.10	$12.00	Sector Perform
VOYA Voya Financial	7/23/2026	Boost Price Target	$96.30	$107.00	Outperform
VCTR Victory Capital	7/23/2026	Boost Price Target	$94.81	$107.00	Outperform
IVZ Invesco	7/23/2026	Boost Price Target	$30.27	$33.00	Outperform
APAM Artisan Partners Asset Management	7/23/2026	Boost Price Target	$38.81	$44.00	Outperform
PS Pershing Square	7/13/2026	Lower Price Target	$33.83	$38.00	Sector Perform
VOYA Voya Financial	7/2/2026	Boost Price Target	$92.71	$100.00	Outperform
FHI Federated Hermes	7/2/2026	Boost Price Target	$55.32	$57.00	Sector Perform
AAMI Acadian Asset Management	7/2/2026	Boost Price Target	$72.27	$72.00	Sector Perform
IVZ Invesco	7/2/2026	Reiterated Rating	$27.48	$31.00	Outperform
IVZ Invesco	6/24/2026	Reiterated Rating	$25.98		Outperform
MSIF MSC Income Fund	6/4/2026	Lower Price Target	$11.96	$15.00	Outperform
MFA MFA Financial	6/3/2026	Lower Price Target	$9.21	$10.00	Sector Perform
CIM Chimera Investment	6/3/2026	Reiterated Rating	$13.26	$14.00	Sector Perform
NLY Annaly Capital Management	6/3/2026	Reiterated Rating	$21.23	$25.00	Outperform
PSBD Palmer Square Capital BDC	5/27/2026	Lower Price Target	$10.74	$11.00	Sector Perform
PS Pershing Square	5/26/2026	Initiated Coverage	$35.50	$40.00	Sector Perform
PS Pershing Square	5/26/2026	Upgrade	$39.08		Hold
AAMI Acadian Asset Management	5/20/2026	Reiterated Rating	$68.15	$66.00	Sector Perform
OTF Blue Owl Technology Finance	5/18/2026	Lower Price Target	$11.18	$12.00	Sector Perform
BXSL Blackstone Secured Lending Fund	5/18/2026	Lower Price Target	$23.77	$26.00	Outperform
MAIN Main Street Capital	5/14/2026	Lower Price Target	$50.40	$58.00	Outperform
VOYA Voya Financial	5/13/2026	Boost Price Target	$80.68	$91.00	Outperform
CNNE Cannae	5/12/2026	Reiterated Rating	$13.35		Outperform
FSK FS KKR Capital	5/12/2026	Reiterated Rating	$10.80	$11.00	Sector Perform
TSLX Sixth Street Specialty Lending	5/7/2026	Lower Price Target	$17.83	$20.00	Outperform
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GBDC Golub Capital BDC	5/7/2026	Lower Price Target	$13.16	$14.00	Outperform
FHI Federated Hermes	5/6/2026	Lower Price Target	$56.40	$54.00	Sector Perform
OMF OneMain	5/4/2026	Lower Price Target	$55.81	$70.00	Outperform
SAFE Safehold	5/1/2026	Downgrade	$14.89	$16.00	Sector Perform
AAMI Acadian Asset Management	5/1/2026	Boost Price Target	$65.51	$66.00	Sector Perform
RITM Rithm Capital	5/1/2026	Lower Price Target	$9.76	$13.00	Outperform
APAM Artisan Partners Asset Management	4/30/2026	Lower Price Target	$37.32	$43.00	Outperform
ARCC Ares Capital	4/29/2026	Lower Price Target	$18.69	$21.00	Outperform
IVZ Invesco	4/21/2026	Reiterated Rating	$24.92	$31.00	Outperform
CNNE Cannae	4/21/2026	Reiterated Rating	$13.19	$17.00	Outperform
APAM Artisan Partners Asset Management	4/21/2026	Reiterated Rating	$37.66	$48.00	Outperform
AAMI Acadian Asset Management	4/21/2026	Reiterated Rating	$66.74	$60.00	Sector Perform
GBDC Golub Capital BDC	4/17/2026	Initiated Coverage	$13.29	$15.00	Outperform
GBDC Golub Capital BDC	4/17/2026	Initiated Coverage	$13.63	$15.00	Outperform
FSK FS KKR Capital	4/6/2026	Lower Price Target	$10.56	$13.00	Sector Perform
PSBD Palmer Square Capital BDC	3/5/2026	Lower Price Target	$11.28	$12.00	Sector Perform
MSDL Morgan Stanley Direct Lending Fund	3/5/2026	Lower Price Target	$15.02	$16.00	Sector Perform
MFIC MidCap Financial Investment	3/5/2026	Lower Price Target	$10.70	$11.00	Sector Perform
MFA MFA Financial	3/5/2026	Boost Price Target	$10.22	$11.00	Sector Perform
BXSL Blackstone Secured Lending Fund	3/3/2026	Lower Price Target	$24.08	$28.00	Outperform
FSK FS KKR Capital	2/27/2026	Lower Price Target	$10.98	$15.00	Sector Perform
ARES Ares Management	2/24/2026	Lower Price Target	$116.84	$173.00	Outperform
CNNE Cannae	2/24/2026	Lower Price Target	$11.76	$16.00	Outperform
OBDC Blue Owl Capital	2/20/2026	Lower Price Target	$11.26	$13.00	Outperform
TSLX Sixth Street Specialty Lending	2/20/2026	Lower Price Target	$18.34	$22.00	Outperform
SAFE Safehold	2/20/2026	Boost Price Target	$15.66	$18.00	Outperform
VCTR Victory Capital	2/10/2026	Boost Price Target	$74.25	$84.00	Outperform
VOYA Voya Financial	2/9/2026	Boost Price Target	$75.87	$87.00	Outperform
ARCC Ares Capital	2/9/2026	Lower Price Target	$19.31	$22.00	Outperform
ARES Ares Management	2/9/2026	Lower Price Target	$132.87	$180.00	Outperform
OMF OneMain	2/6/2026	Boost Price Target	$62.70	$73.00	Outperform
APAM Artisan Partners Asset Management	2/6/2026	Lower Price Target	$45.06	$50.00	Outperform
AAMI Acadian Asset Management	2/6/2026	Boost Price Target	$51.28	$54.00	Sector Perform
NLY Annaly Capital Management	2/5/2026	Boost Price Target	$23.10	$25.00	Outperform
FHI Federated Hermes	2/3/2026	Reiterated Rating	$53.22	$55.00	Sector Perform
AMP Ameriprise Financial	2/2/2026	Reiterated Rating	$531.50	$605.00	Outperform
AGNC AGNC Investment	1/29/2026	Boost Price Target	$11.85	$13.00	Outperform
IVZ Invesco	1/28/2026	Lower Price Target	$27.69	$33.00	Outperform
IVZ Invesco	1/21/2026	Upgrade	$27.90	$35.00	Outperform
MAIN Main Street Capital	12/9/2025	Lower Price Target	$61.90	$66.00	Outperform
MSDL Morgan Stanley Direct Lending Fund	11/26/2025	Reiterated Rating	$17.21	$18.00	Sector Perform
OBDC Blue Owl Capital	11/26/2025	Lower Price Target	$12.87	$14.00	Outperform
MSDL Morgan Stanley Direct Lending Fund	11/26/2025	Downgrade	$17.10	$18.00	Sector Perform
PSBD Palmer Square Capital BDC	11/26/2025	Downgrade	$12.23		Hold
PSBD Palmer Square Capital BDC	11/25/2025	Reiterated Rating	$12.41	$13.00	Sector Perform
KBDC Kayne Anderson BDC	11/19/2025	Lower Price Target	$14.80	$16.00	Outperform
TSLX Sixth Street Specialty Lending	11/19/2025	Lower Price Target	$20.99	$24.00	Outperform
VOYA Voya Financial	11/19/2025	Lower Price Target	$68.51	$85.00	Outperform
FSK FS KKR Capital	11/14/2025	Lower Price Target	$15.51	$17.00	Sector Perform
CNNE Cannae	11/12/2025	Lower Price Target	$15.73	$19.00	Outperform
Elon's next millionaires start October 24? (Ad) SpaceX minted 4,400 millionaires in a single day, and Tesla has turned more than 5,000 employees into millionaires. One welder's $10,000 stock package made him a millionaire on IPO day. Former Wall Street CEO Dylan Jovine says Elon Musk's next venture could outsize everything he's built before. It runs on an obscure AI firm Musk has relied on since 2012, supplying crucial technology to Tesla, Starlink and SpaceX. See Elon's overlooked AI stock before the October 24 deadline
BXSL Blackstone Secured Lending Fund	11/12/2025	Lower Price Target	$26.80	$29.00	Outperform
SAFE Safehold	11/6/2025	Lower Price Target	$13.74	$17.00	Outperform
AMP Ameriprise Financial	11/3/2025	Lower Price Target	$452.27	$550.00	Outperform
OMF OneMain	11/3/2025	Boost Price Target	$60.54	$70.00	Outperform
IVZ Invesco	10/30/2025	Boost Price Target	$23.93	$25.00	Sector Perform
ARCC Ares Capital	10/29/2025	Lower Price Target	$20.57	$23.00	Outperform
AGNC AGNC Investment	10/22/2025	Boost Price Target	$10.20	$11.00	Outperform
ARES Ares Management	9/29/2025	Reiterated Rating	$162.56	$215.00	Outperform
NLY Annaly Capital Management	9/15/2025	Boost Price Target	$22.04	$23.00	Outperform
MSDL Morgan Stanley Direct Lending Fund	9/10/2025	Lower Price Target	$17.89	$19.00	Outperform
BXSL Blackstone Secured Lending Fund	9/4/2025	Lower Price Target	$29.40	$32.00	Outperform
MAIN Main Street Capital	8/28/2025	Boost Price Target	$64.82	$67.00	Outperform
FSK FS KKR Capital	8/26/2025	Lower Price Target	$17.90	$18.00	Sector Perform
MFIC MidCap Financial Investment	8/25/2025	Reiterated Rating	$13.08	$13.00	Sector Perform
VOYA Voya Financial	8/19/2025	Boost Price Target	$74.85	$87.00	Outperform
ARES Ares Management	8/18/2025	Boost Price Target	$188.25	$215.00	Outperform
FHI Federated Hermes	8/14/2025	Boost Price Target	$53.85	$51.00	Sector Perform
AAMI Acadian Asset Management	8/1/2025	Boost Price Target	$39.70	$42.00	Sector Perform
RITM Rithm Capital	8/1/2025	Boost Price Target	$12.03	$14.00	Outperform
APAM Artisan Partners Asset Management	7/31/2025	Boost Price Target	$45.60	$51.00	Outperform
AMP Ameriprise Financial	7/30/2025	Boost Price Target	$524.81	$601.00	Outperform
TWO Two Harbors Investments	5/28/2025	Lower Price Target	$11.12	$12.00	Sector Perform
MFA MFA Financial	5/28/2025	Set Price Target	$9.48	$10.00	Sector Perform
NLY Annaly Capital Management	5/27/2025	Lower Price Target	$18.89	$21.00	Outperform
PSBD Palmer Square Capital BDC	5/22/2025	Lower Price Target	$13.95	$15.00	Outperform
MSDL Morgan Stanley Direct Lending Fund	5/22/2025	Lower Price Target	$19.44	$21.00	Outperform
RITM Rithm Capital	5/20/2025	Reiterated Rating	$11.63	$13.00	Outperform
SAFE Safehold	5/19/2025	Lower Price Target	$15.56	$20.00	Outperform
KBDC Kayne Anderson BDC	5/19/2025	Reiterated Rating	$16.33	$17.00	Outperform
OBDC Blue Owl Capital	5/15/2025	Reiterated Rating	$14.62	$16.00	Outperform
FSK FS KKR Capital	5/15/2025	Lower Price Target	$20.94	$21.00	Sector Perform
CNNE Cannae	5/14/2025	Reiterated Rating	$18.03	$22.00	Outperform
VCTR Victory Capital	5/13/2025	Boost Price Target	$65.31	$75.00	Outperform
FHI Federated Hermes	5/7/2025	Boost Price Target	$42.54	$43.00	Sector Perform
APAM Artisan Partners Asset Management	5/6/2025	Boost Price Target	$39.92	$44.00	Outperform
ARCC Ares Capital	5/6/2025	Lower Price Target	$20.74	$23.00	Outperform
KBDC Kayne Anderson BDC	5/5/2025	Lower Price Target	$15.75	$17.00	Outperform
OBDC Blue Owl Capital	5/5/2025	Lower Price Target	$13.94	$16.00	Outperform
AMP Ameriprise Financial	4/29/2025	Boost Price Target	$468.01	$565.00	Outperform
AGNC AGNC Investment	4/29/2025	Lower Price Target	$9.06	$10.00	Outperform
CIM Chimera Investment	3/14/2025	Upgrade	$13.63		Moderate Buy
MSDL Morgan Stanley Direct Lending Fund	3/4/2025	Reiterated Rating	$20.19	$22.00	Outperform
FSK FS KKR Capital	3/3/2025	Boost Price Target	$23.27	$22.00	Sector Perform
CNNE Cannae	2/26/2025	Lower Price Target	$19.59	$23.00	Outperform
TSLX Sixth Street Specialty Lending	2/26/2025	Boost Price Target	$23.37	$25.00	Outperform
TWO Two Harbors Investments	2/13/2025	Boost Price Target	$13.33	$13.00	Sector Perform
NLY Annaly Capital Management	2/10/2025	Reiterated Rating	$20.62	$22.00	Outperform
AAMI Acadian Asset Management	2/10/2025	Reiterated Rating	$24.96	$27.00	Sector Perform
ARCC Ares Capital	2/7/2025	Boost Price Target	$22.66	$24.00	Outperform
APAM Artisan Partners Asset Management	2/3/2025	Lower Price Target	$43.19	$51.00	Outperform
Elon's next millionaires start October 24? (Ad) SpaceX minted 4,400 millionaires in a single day, and Tesla has turned more than 5,000 employees into millionaires. One welder's $10,000 stock package made him a millionaire on IPO day. Former Wall Street CEO Dylan Jovine says Elon Musk's next venture could outsize everything he's built before. It runs on an obscure AI firm Musk has relied on since 2012, supplying crucial technology to Tesla, Starlink and SpaceX. See Elon's overlooked AI stock before the October 24 deadline
VOYA Voya Financial	2/3/2025	Lower Price Target	$69.78	$85.00	Outperform
AMP Ameriprise Financial	2/3/2025	Reiterated Rating	$533.59	$625.00	Outperform
OMF OneMain	2/3/2025	Boost Price Target	$54.13	$65.00	Outperform
AGNC AGNC Investment	1/30/2025	Reiterated Rating	$9.99	$11.00	Outperform
FHI Federated Hermes	1/28/2025	Lower Price Target	$38.98	$39.00	Sector Perform
NLY Annaly Capital Management	1/27/2025	Boost Price Target	$19.78	$22.00	Outperform
AMP Ameriprise Financial	1/27/2025	Reiterated Rating	$554.17	$625.00	Outperform
IVZ Invesco	1/23/2025	Reiterated Rating	$17.47	$19.00	Sector Perform
OMF OneMain	1/16/2025	Reiterated Rating	$54.48	$62.00	Outperform
KBDC Kayne Anderson BDC	11/18/2024	Boost Price Target	$16.59	$18.00	Outperform

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Kenneth Lee Analyst Performance

Ratings Distribution

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Kenneth Lee Analyst Performance

Analyst Rankings, Coverage, and Performance Statistics

Ratings Distribution

Best & Worst Calls

Exchange Coverage

Coverage Focus

Coverage Industries

Kenneth Lee's Ratings History at Royal Bank Of Canada

Stock Forecasts and Research Tools

Today's Analyst Ratings

Top-Rated Stocks

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Price Forecasts for Popular Stocks

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