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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 91 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.

Analyst Rankings, Coverage, and Performance Statistics

Analyst Ranking
Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating MarketBeat
Average Return
00.00% 12-Month ROI
Success Rate
00.00% Profitable Ratings
Total Ratings
172 Last 8 Years
Buy Recommendations
61.99% 106 Buy Ratings
Companies Covered
34 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy62.0%106 ratings
Hold38.0%65 ratings
Sell0.0%0 ratings

Out of 171 total stock ratings issued by Kenneth Lee at Royal Bank Of Canada, the majority (62.0%) have been Buy recommendations, followed by 38.0% Hold.

Best & Worst Calls

Exchange Coverage

ExchangePercentageCount
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 IconSectorPercentage
Finance
30 companies		88.2%
Financial Services
3 companies		8.8%
Computer and Technology
1 company		2.9%

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

Coverage Industries

IndustryPercentage
FIN - SBIC&COMMRL
9 companies		26.5%
FIN - INVEST MGMT
7 companies		20.6%
REIT - MTGE TRUST
5 companies		14.7%
FIN - MISC SVCS
4 companies		11.8%
INS - LIFE
2 companies		5.9%
INVESTMENT TRUSTS & MUTUAL FUNDS
1 company		2.9%
SECURITY AND COMMODITY BROKERS, DEALERS, EXCHANGES & SERVICES
1 company		2.9%
ASSET MANAGEMENT
1 company		2.9%
FIN - CONS LOANS
1 company		2.9%
REIT - EQTY TRUST - RESID
1 company		2.9%
WIRELESS NATIONAL
1 company		2.9%
INVESTMENT ADVICE
1 company		2.9%

Kenneth Lee's Ratings History at Royal Bank Of Canada

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
Export
CompanyReport DateActionReport Date Price12-Month
Price Target		Rating12-Month
Price & ROI		Details
Victory Capital Holdings, Inc. stock logo
VCTR
Victory Capital
7/23/2026Boost Price Target$94.81$107.00Outperform
Artisan Partners Asset Management Inc. stock logo
APAM
Artisan Partners Asset Management
7/23/2026Boost Price Target$38.81$44.00Outperform
Voya Financial, Inc. stock logo
VOYA
Voya Financial
7/2/2026Boost Price Target$92.71$100.00Outperform
Federated Hermes, Inc. stock logo
FHI
Federated Hermes
7/2/2026Boost Price Target$55.32$57.00Sector Perform
Acadian Asset Management Inc. stock logo
AAMI
Acadian Asset Management
7/2/2026Boost Price Target$72.27$72.00Sector Perform
Invesco Ltd. stock logo
IVZ
Invesco
7/2/2026Reiterated Rating$27.48$31.00Outperform
Invesco Ltd. stock logo
IVZ
Invesco
6/24/2026Reiterated Rating$25.98Outperform
MSC Income Fund stock logo
MSIF
MSC Income Fund
6/4/2026Lower Price Target$11.96$15.00Outperform
MFA Financial, Inc. stock logo
MFA
MFA Financial
6/3/2026Lower Price Target$9.21$10.00Sector Perform
Chimera Investment Corporation stock logo
CIM
Chimera Investment
6/3/2026Reiterated Rating$13.26$14.00Sector Perform
Annaly Capital Management Inc stock logo
NLY
Annaly Capital Management
6/3/2026Reiterated Rating$21.23$25.00Outperform
Palmer Square Capital BDC Inc. stock logo
PSBD
Palmer Square Capital BDC
5/27/2026Lower Price Target$10.74$11.00Sector Perform
Pershing Square Inc. stock logo
PS
Pershing Square
5/26/2026Initiated Coverage$35.50$40.00Sector Perform
Pershing Square Inc. stock logo
PS
Pershing Square
5/26/2026Upgrade$39.08Hold
Acadian Asset Management Inc. stock logo
AAMI
Acadian Asset Management
5/20/2026Reiterated Rating$68.15$66.00Sector Perform
Blue Owl Technology Finance Corp. stock logo
OTF
Blue Owl Technology Finance
5/18/2026Lower Price Target$11.18$12.00Sector Perform
Blackstone Secured Lending Fund stock logo
BXSL
Blackstone Secured Lending Fund
5/18/2026Lower Price Target$23.77$26.00Outperform
Main Street Capital Corporation stock logo
MAIN
Main Street Capital
5/14/2026Lower Price Target$50.40$58.00Outperform
Voya Financial, Inc. stock logo
VOYA
Voya Financial
5/13/2026Boost Price Target$80.68$91.00Outperform
Cannae Holdings, Inc. stock logo
CNNE
Cannae
5/12/2026Reiterated Rating$13.35Outperform
FS KKR Capital Corp. stock logo
FSK
FS KKR Capital
5/12/2026Reiterated Rating$10.80$11.00Sector Perform
Sixth Street Specialty Lending, Inc. stock logo
TSLX
Sixth Street Specialty Lending
5/7/2026Lower Price Target$17.83$20.00Outperform
Golub Capital BDC, Inc. stock logo
GBDC
Golub Capital BDC
5/7/2026Lower Price Target$13.16$14.00Outperform
Federated Hermes, Inc. stock logo
FHI
Federated Hermes
5/6/2026Lower Price Target$56.40$54.00Sector Perform
OneMain Holdings, Inc. stock logo
OMF
OneMain
5/4/2026Lower Price Target$55.81$70.00Outperform
Safehold Inc. stock logo
SAFE
Safehold
5/1/2026Downgrade$14.89$16.00Sector Perform
Acadian Asset Management Inc. stock logo
AAMI
Acadian Asset Management
5/1/2026Boost Price Target$65.51$66.00Sector Perform
Rithm Capital Corp. stock logo
RITM
Rithm Capital
5/1/2026Lower Price Target$9.76$13.00Outperform
Artisan Partners Asset Management Inc. stock logo
APAM
Artisan Partners Asset Management
4/30/2026Lower Price Target$37.32$43.00Outperform
Ares Capital Corporation stock logo
ARCC
Ares Capital
4/29/2026Lower Price Target$18.69$21.00Outperform
Invesco Ltd. stock logo
IVZ
Invesco
4/21/2026Reiterated Rating$24.92$31.00Outperform
Cannae Holdings, Inc. stock logo
CNNE
Cannae
4/21/2026Reiterated Rating$13.19$17.00Outperform
Artisan Partners Asset Management Inc. stock logo
APAM
Artisan Partners Asset Management
4/21/2026Reiterated Rating$37.66$48.00Outperform
Acadian Asset Management Inc. stock logo
AAMI
Acadian Asset Management
4/21/2026Reiterated Rating$66.74$60.00Sector Perform
Golub Capital BDC, Inc. stock logo
GBDC
Golub Capital BDC
4/17/2026Initiated Coverage$13.29$15.00Outperform
Golub Capital BDC, Inc. stock logo
GBDC
Golub Capital BDC
4/17/2026Initiated Coverage$13.63$15.00Outperform
FS KKR Capital Corp. stock logo
FSK
FS KKR Capital
4/6/2026Lower Price Target$10.56$13.00Sector Perform
Palmer Square Capital BDC Inc. stock logo
PSBD
Palmer Square Capital BDC
3/5/2026Lower Price Target$11.28$12.00Sector Perform
Morgan Stanley Direct Lending Fund stock logo
MSDL
Morgan Stanley Direct Lending Fund
3/5/2026Lower Price Target$15.02$16.00Sector Perform
MidCap Financial Investment Corporation stock logo
MFIC
MidCap Financial Investment
3/5/2026Lower Price Target$10.70$11.00Sector Perform
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MFA Financial, Inc. stock logo
MFA
MFA Financial
3/5/2026Boost Price Target$10.22$11.00Sector Perform
Blackstone Secured Lending Fund stock logo
BXSL
Blackstone Secured Lending Fund
3/3/2026Lower Price Target$24.08$28.00Outperform
FS KKR Capital Corp. stock logo
FSK
FS KKR Capital
2/27/2026Lower Price Target$10.98$15.00Sector Perform
Ares Management Corporation stock logo
ARES
Ares Management
2/24/2026Lower Price Target$116.84$173.00Outperform
Cannae Holdings, Inc. stock logo
CNNE
Cannae
2/24/2026Lower Price Target$11.76$16.00Outperform
Blue Owl Capital Corporation stock logo
OBDC
Blue Owl Capital
2/20/2026Lower Price Target$11.26$13.00Outperform
Sixth Street Specialty Lending, Inc. stock logo
TSLX
Sixth Street Specialty Lending
2/20/2026Lower Price Target$18.34$22.00Outperform
Safehold Inc. stock logo
SAFE
Safehold
2/20/2026Boost Price Target$15.66$18.00Outperform
Victory Capital Holdings, Inc. stock logo
VCTR
Victory Capital
2/10/2026Boost Price Target$74.25$84.00Outperform
Voya Financial, Inc. stock logo
VOYA
Voya Financial
2/9/2026Boost Price Target$75.87$87.00Outperform
Ares Capital Corporation stock logo
ARCC
Ares Capital
2/9/2026Lower Price Target$19.31$22.00Outperform
Ares Management Corporation stock logo
ARES
Ares Management
2/9/2026Lower Price Target$132.87$180.00Outperform
OneMain Holdings, Inc. stock logo
OMF
OneMain
2/6/2026Boost Price Target$62.70$73.00Outperform
Artisan Partners Asset Management Inc. stock logo
APAM
Artisan Partners Asset Management
2/6/2026Lower Price Target$45.06$50.00Outperform
Acadian Asset Management Inc. stock logo
AAMI
Acadian Asset Management
2/6/2026Boost Price Target$51.28$54.00Sector Perform
Annaly Capital Management Inc stock logo
NLY
Annaly Capital Management
2/5/2026Boost Price Target$23.10$25.00Outperform
Federated Hermes, Inc. stock logo
FHI
Federated Hermes
2/3/2026Reiterated Rating$53.22$55.00Sector Perform
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
2/2/2026Reiterated Rating$531.50$605.00Outperform
AGNC Investment Corp. stock logo
AGNC
AGNC Investment
1/29/2026Boost Price Target$11.85$13.00Outperform
Invesco Ltd. stock logo
IVZ
Invesco
1/28/2026Lower Price Target$27.69$33.00Outperform
Invesco Ltd. stock logo
IVZ
Invesco
1/21/2026Upgrade$27.90$35.00Outperform
Main Street Capital Corporation stock logo
MAIN
Main Street Capital
12/9/2025Lower Price Target$61.90$66.00Outperform
Morgan Stanley Direct Lending Fund stock logo
MSDL
Morgan Stanley Direct Lending Fund
11/26/2025Reiterated Rating$17.21$18.00Sector Perform
Blue Owl Capital Corporation stock logo
OBDC
Blue Owl Capital
11/26/2025Lower Price Target$12.87$14.00Outperform
Morgan Stanley Direct Lending Fund stock logo
MSDL
Morgan Stanley Direct Lending Fund
11/26/2025Downgrade$17.10$18.00Sector Perform
Palmer Square Capital BDC Inc. stock logo
PSBD
Palmer Square Capital BDC
11/26/2025Downgrade$12.23Hold
Palmer Square Capital BDC Inc. stock logo
PSBD
Palmer Square Capital BDC
11/25/2025Reiterated Rating$12.41$13.00Sector Perform
Kayne Anderson BDC, Inc. stock logo
KBDC
Kayne Anderson BDC
11/19/2025Lower Price Target$14.80$16.00Outperform
Sixth Street Specialty Lending, Inc. stock logo
TSLX
Sixth Street Specialty Lending
11/19/2025Lower Price Target$20.99$24.00Outperform
Voya Financial, Inc. stock logo
VOYA
Voya Financial
11/19/2025Lower Price Target$68.51$85.00Outperform
FS KKR Capital Corp. stock logo
FSK
FS KKR Capital
11/14/2025Lower Price Target$15.51$17.00Sector Perform
Cannae Holdings, Inc. stock logo
CNNE
Cannae
11/12/2025Lower Price Target$15.73$19.00Outperform
Blackstone Secured Lending Fund stock logo
BXSL
Blackstone Secured Lending Fund
11/12/2025Lower Price Target$26.80$29.00Outperform
Safehold Inc. stock logo
SAFE
Safehold
11/6/2025Lower Price Target$13.74$17.00Outperform
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
11/3/2025Lower Price Target$452.27$550.00Outperform
OneMain Holdings, Inc. stock logo
OMF
OneMain
11/3/2025Boost Price Target$60.54$70.00Outperform
Invesco Ltd. stock logo
IVZ
Invesco
10/30/2025Boost Price Target$23.93$25.00Sector Perform
Ares Capital Corporation stock logo
ARCC
Ares Capital
10/29/2025Lower Price Target$20.57$23.00Outperform
AGNC Investment Corp. stock logo
AGNC
AGNC Investment
10/22/2025Boost Price Target$10.20$11.00Outperform
Ares Management Corporation stock logo
ARES
Ares Management
9/29/2025Reiterated Rating$162.56$215.00Outperform
Annaly Capital Management Inc stock logo
NLY
Annaly Capital Management
9/15/2025Boost Price Target$22.04$23.00Outperform
Morgan Stanley Direct Lending Fund stock logo
MSDL
Morgan Stanley Direct Lending Fund
9/10/2025Lower Price Target$17.89$19.00Outperform
Blackstone Secured Lending Fund stock logo
BXSL
Blackstone Secured Lending Fund
9/4/2025Lower Price Target$29.40$32.00Outperform
Main Street Capital Corporation stock logo
MAIN
Main Street Capital
8/28/2025Boost Price Target$64.82$67.00Outperform
FS KKR Capital Corp. stock logo
FSK
FS KKR Capital
8/26/2025Lower Price Target$17.90$18.00Sector Perform
Ares Management Corporation stock logo
ARES
Ares Management
8/18/2025Boost Price Target$188.25$215.00Outperform
Federated Hermes, Inc. stock logo
FHI
Federated Hermes
8/14/2025Boost Price Target$53.85$51.00Sector Perform
Acadian Asset Management Inc. stock logo
AAMI
Acadian Asset Management
8/1/2025Boost Price Target$39.70$42.00Sector Perform
Rithm Capital Corp. stock logo
RITM
Rithm Capital
8/1/2025Boost Price Target$12.03$14.00Outperform
Artisan Partners Asset Management Inc. stock logo
APAM
Artisan Partners Asset Management
7/31/2025Boost Price Target$45.60$51.00Outperform
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Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
7/30/2025Boost Price Target$524.81$601.00Outperform
Two Harbors Investments Corp stock logo
TWO
Two Harbors Investments
5/28/2025Lower Price Target$11.12$12.00Sector Perform
MFA Financial, Inc. stock logo
MFA
MFA Financial
5/28/2025Set Price Target$9.48$10.00Sector Perform
Annaly Capital Management Inc stock logo
NLY
Annaly Capital Management
5/27/2025Lower Price Target$18.89$21.00Outperform
Palmer Square Capital BDC Inc. stock logo
PSBD
Palmer Square Capital BDC
5/22/2025Lower Price Target$13.95$15.00Outperform
Morgan Stanley Direct Lending Fund stock logo
MSDL
Morgan Stanley Direct Lending Fund
5/22/2025Lower Price Target$19.44$21.00Outperform
Rithm Capital Corp. stock logo
RITM
Rithm Capital
5/20/2025Reiterated Rating$11.63$13.00Outperform
Safehold Inc. stock logo
SAFE
Safehold
5/19/2025Lower Price Target$15.56$20.00Outperform
Kayne Anderson BDC, Inc. stock logo
KBDC
Kayne Anderson BDC
5/19/2025Reiterated Rating$16.33$17.00Outperform
Blue Owl Capital Corporation stock logo
OBDC
Blue Owl Capital
5/15/2025Reiterated Rating$14.62$16.00Outperform
FS KKR Capital Corp. stock logo
FSK
FS KKR Capital
5/15/2025Lower Price Target$20.94$21.00Sector Perform
Cannae Holdings, Inc. stock logo
CNNE
Cannae
5/14/2025Reiterated Rating$18.03$22.00Outperform
Victory Capital Holdings, Inc. stock logo
VCTR
Victory Capital
5/13/2025Boost Price Target$65.31$75.00Outperform
Federated Hermes, Inc. stock logo
FHI
Federated Hermes
5/7/2025Boost Price Target$42.54$43.00Sector Perform
Artisan Partners Asset Management Inc. stock logo
APAM
Artisan Partners Asset Management
5/6/2025Boost Price Target$39.92$44.00Outperform
Ares Capital Corporation stock logo
ARCC
Ares Capital
5/6/2025Lower Price Target$20.74$23.00Outperform
Kayne Anderson BDC, Inc. stock logo
KBDC
Kayne Anderson BDC
5/5/2025Lower Price Target$15.75$17.00Outperform
Blue Owl Capital Corporation stock logo
OBDC
Blue Owl Capital
5/5/2025Lower Price Target$13.94$16.00Outperform
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
4/29/2025Boost Price Target$468.01$565.00Outperform
AGNC Investment Corp. stock logo
AGNC
AGNC Investment
4/29/2025Lower Price Target$9.06$10.00Outperform
Chimera Investment Corporation stock logo
CIM
Chimera Investment
3/14/2025Upgrade$13.63Moderate Buy
Morgan Stanley Direct Lending Fund stock logo
MSDL
Morgan Stanley Direct Lending Fund
3/4/2025Reiterated Rating$20.19$22.00Outperform
FS KKR Capital Corp. stock logo
FSK
FS KKR Capital
3/3/2025Boost Price Target$23.27$22.00Sector Perform
Cannae Holdings, Inc. stock logo
CNNE
Cannae
2/26/2025Lower Price Target$19.59$23.00Outperform
Sixth Street Specialty Lending, Inc. stock logo
TSLX
Sixth Street Specialty Lending
2/26/2025Boost Price Target$23.37$25.00Outperform
Two Harbors Investments Corp stock logo
TWO
Two Harbors Investments
2/13/2025Boost Price Target$13.33$13.00Sector Perform
Annaly Capital Management Inc stock logo
NLY
Annaly Capital Management
2/10/2025Reiterated Rating$20.62$22.00Outperform
Acadian Asset Management Inc. stock logo
AAMI
Acadian Asset Management
2/10/2025Reiterated Rating$24.96$27.00Sector Perform
Ares Capital Corporation stock logo
ARCC
Ares Capital
2/7/2025Boost Price Target$22.66$24.00Outperform
Artisan Partners Asset Management Inc. stock logo
APAM
Artisan Partners Asset Management
2/3/2025Lower Price Target$43.19$51.00Outperform
Voya Financial, Inc. stock logo
VOYA
Voya Financial
2/3/2025Lower Price Target$69.78$85.00Outperform
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
2/3/2025Reiterated Rating$533.59$625.00Outperform
OneMain Holdings, Inc. stock logo
OMF
OneMain
2/3/2025Boost Price Target$54.13$65.00Outperform
AGNC Investment Corp. stock logo
AGNC
AGNC Investment
1/30/2025Reiterated Rating$9.99$11.00Outperform
Federated Hermes, Inc. stock logo
FHI
Federated Hermes
1/28/2025Lower Price Target$38.98$39.00Sector Perform
Annaly Capital Management Inc stock logo
NLY
Annaly Capital Management
1/27/2025Boost Price Target$19.78$22.00Outperform
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
1/27/2025Reiterated Rating$554.17$625.00Outperform
Invesco Ltd. stock logo
IVZ
Invesco
1/23/2025Reiterated Rating$17.47$19.00Sector Perform
OneMain Holdings, Inc. stock logo
OMF
OneMain
1/16/2025Reiterated Rating$54.48$62.00Outperform
Kayne Anderson BDC, Inc. stock logo
KBDC
Kayne Anderson BDC
11/18/2024Boost Price Target$16.59$18.00Outperform
Kayne Anderson BDC, Inc. stock logo
KBDC
Kayne Anderson BDC
8/15/2024Reiterated Rating$16.09$17.00Outperform

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