Kenneth Lee Analyst PerformanceVice President, Senior Equity Analyst, Equity Research at Royal Bank Of CanadaKenneth 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 88 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 StatisticsAnalyst RankingSubscribe to MarketBeat All Access for the analyst's recommendation accuracy rating MarketBeatAverage Return00.00% 12-Month ROISuccess Rate00.00% Profitable RatingsTotal Ratings177 Last 9 YearsBuy Recommendations61.93% 109 Buy RatingsCompanies Covered34 Unique Companies Ratings Distribution176RatingsDistribution of strong buy, buy, hold, and sell ratings by Kenneth Lee.RatingPercentageCount Strong Buy0.0%0 ratings Buy61.9%108 ratings Hold38.1%67 ratings Sell0.0%0 ratingsOut of 176 total stock ratings issued by Kenneth Lee at Royal Bank Of Canada, the majority (61.9%) have been Buy recommendations, followed by 38.1% Hold.Best & Worst CallsBest Call0000.0%OMFJul 2020Subscribe to MarketBeat All Access to get analyst recommendation ROI.Worst Call000.0%IVZDec 2017Subscribe to MarketBeat All Access to get analyst recommendation ROI.Exchange CoverageExchangePercentageCountNYSE82.4% of companies on NYSE28 companiesNASDAQ17.6% of companies on NASDAQ6 companiesKenneth Lee, an analyst at Royal Bank Of Canada, currently covers 34 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.Coverage FocusSector IconSectorPercentageFinance32 companies94.1%Real Estate1 company2.9%Communication Services1 company2.9%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 IndustriesIndustryPercentageCAPITAL MARKETS22 companies64.7%MORTGAGE REAL ESTATE INVESTMENT TRUSTS (REITS)6 companies17.6%FINANCIAL SERVICES2 companies5.9%CONSUMER FINANCE1 company2.9%SPECIALIZED REITS1 company2.9%INSURANCE1 company2.9%DIVERSIFIED TELECOMMUNICATION SERVICES1 company2.9% Kenneth Lee's Ratings History at Royal Bank Of Canada Custom Range 1 Month 3 Months 6 Months Year-to-Date 1 Year 2 Years 3 Years 4 Years 5 Years All Time Timeframe Start Date End Date All Ratings Strong Buy Buy Hold Sell Rating 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 Subscription12-Month ROIUpgrade to All Access to use the All ROI Filter Export CompanyReport DateActionReport Date Price12-MonthPrice TargetRating12-MonthPrice & ROIDetailsIVZInvesco8/13/2026Downgrade$32.17$39.00Hold$0.0000.00% ROIFSKFS KKR Capital8/12/2026Reiterated Rating$12.09$13.00Sector Perform$0.0000.00% ROIVOYAVoya Financial8/6/2026Boost Price Target$100.69$110.00Outperform$0.0000.00% ROIOMFOneMain7/30/2026Boost Price Target$61.88$73.00Outperform$0.0000.00% ROIIVZInvesco7/29/2026Boost Price Target$28.17$35.00Outperform$0.0000.00% ROIVCTRVictory Capital7/23/2026Boost Price Target$94.81$107.00Outperform$0.0000.00% ROIAPAMArtisan Partners Asset Management7/23/2026Boost Price Target$38.81$44.00Outperform$0.0000.00% ROIVOYAVoya Financial7/2/2026Boost Price Target$92.71$100.00Outperform$0.0000.00% ROIFHIFederated Hermes7/2/2026Boost Price Target$55.32$57.00Sector Perform$0.0000.00% ROIAAMIAcadian Asset Management7/2/2026Boost Price Target$72.27$72.00Sector Perform$0.0000.00% ROI Get the Latest News and Ratings for Your StocksEnter your email address below to receive the latest headlines and analysts' recommendations for your stocks with our free daily email newsletter. IVZInvesco7/2/2026Reiterated Rating$27.48$31.00Outperform$0.0000.00% ROIIVZInvesco6/24/2026Reiterated Rating$25.98Outperform$0.0000.00% ROIMSIFMSC Income Fund6/4/2026Lower Price Target$11.96$15.00Outperform$0.0000.00% ROIMFAMFA Financial6/3/2026Lower Price Target$9.21$10.00Sector Perform$0.0000.00% ROICIMChimera Investment6/3/2026Reiterated Rating$13.26$14.00Sector Perform$0.0000.00% ROINLYAnnaly Capital Management6/3/2026Reiterated Rating$21.23$25.00Outperform$0.0000.00% ROIPSBDPalmer Square Capital BDC5/27/2026Lower Price Target$10.74$11.00Sector Perform$0.0000.00% ROIPSPershing Square5/26/2026Initiated Coverage$35.50$40.00Sector Perform$0.0000.00% ROIPSPershing Square5/26/2026Upgrade$39.08Hold$0.0000.00% ROIAAMIAcadian Asset Management5/20/2026Reiterated Rating$68.15$66.00Sector Perform$0.0000.00% ROIOTFBlue Owl Technology Finance5/18/2026Lower Price Target$11.18$12.00Sector Perform$0.0000.00% ROIBXSLBlackstone Secured Lending Fund5/18/2026Lower Price Target$23.77$26.00Outperform$0.0000.00% ROIMAINMain Street Capital5/14/2026Lower Price Target$50.40$58.00Outperform$0.0000.00% ROIVOYAVoya Financial5/13/2026Boost Price Target$80.68$91.00Outperform$0.0000.00% ROICNNECannae5/12/2026Reiterated Rating$13.35Outperform$0.0000.00% ROIFSKFS KKR Capital5/12/2026Reiterated Rating$10.80$11.00Sector Perform$0.0000.00% ROITSLXSixth Street Specialty Lending5/7/2026Lower Price Target$17.83$20.00Outperform$0.0000.00% ROIGBDCGolub Capital BDC5/7/2026Lower Price Target$13.16$14.00Outperform$0.0000.00% ROIFHIFederated Hermes5/6/2026Lower Price Target$56.40$54.00Sector Perform$0.0000.00% ROIOMFOneMain5/4/2026Lower Price Target$55.81$70.00Outperform$0.0000.00% ROISAFESafehold5/1/2026Downgrade$14.89$16.00Sector Perform$0.0000.00% ROIAAMIAcadian Asset Management5/1/2026Boost Price Target$65.51$66.00Sector Perform$0.0000.00% ROIRITMRithm Capital5/1/2026Lower Price Target$9.76$13.00Outperform$0.0000.00% ROIAPAMArtisan Partners Asset Management4/30/2026Lower Price Target$37.32$43.00Outperform$0.0000.00% ROIARCCAres Capital4/29/2026Lower Price Target$18.69$21.00Outperform$0.0000.00% ROIIVZInvesco4/21/2026Reiterated Rating$24.92$31.00Outperform$0.0000.00% ROICNNECannae4/21/2026Reiterated Rating$13.19$17.00Outperform$0.0000.00% ROIAPAMArtisan Partners Asset Management4/21/2026Reiterated Rating$37.66$48.00Outperform$0.0000.00% ROIAAMIAcadian Asset Management4/21/2026Reiterated Rating$66.74$60.00Sector Perform$0.0000.00% ROIGBDCGolub Capital BDC4/17/2026Initiated Coverage$13.29$15.00Outperform$0.0000.00% ROITrump's New Dollar (Ad)Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.Watch the free briefing and see the three steps to prepare todayGBDCGolub Capital BDC4/17/2026Initiated Coverage$13.63$15.00Outperform$0.0000.00% ROIFSKFS KKR Capital4/6/2026Lower Price Target$10.56$13.00Sector Perform$0.0000.00% ROIPSBDPalmer Square Capital BDC3/5/2026Lower Price Target$11.28$12.00Sector Perform$0.0000.00% ROIMSDLMorgan Stanley Direct Lending Fund3/5/2026Lower Price Target$15.02$16.00Sector Perform$0.0000.00% ROIMFICMidCap Financial Investment3/5/2026Lower Price Target$10.70$11.00Sector Perform$0.0000.00% ROIMFAMFA Financial3/5/2026Boost Price Target$10.22$11.00Sector Perform$0.0000.00% ROIBXSLBlackstone Secured Lending Fund3/3/2026Lower Price Target$24.08$28.00Outperform$0.0000.00% ROIFSKFS KKR Capital2/27/2026Lower Price Target$10.98$15.00Sector Perform$0.0000.00% ROIARESAres Management2/24/2026Lower Price Target$116.84$173.00Outperform$0.0000.00% ROICNNECannae2/24/2026Lower Price Target$11.76$16.00Outperform$0.0000.00% ROIOBDCBlue Owl Capital2/20/2026Lower Price Target$11.26$13.00Outperform$0.0000.00% ROITSLXSixth Street Specialty Lending2/20/2026Lower Price Target$18.34$22.00Outperform$0.0000.00% ROISAFESafehold2/20/2026Boost Price Target$15.66$18.00Outperform$0.0000.00% ROIVCTRVictory Capital2/10/2026Boost Price Target$74.25$84.00Outperform$0.0000.00% ROIVOYAVoya Financial2/9/2026Boost Price Target$75.87$87.00Outperform$0.0000.00% ROIARCCAres Capital2/9/2026Lower Price Target$19.31$22.00Outperform$0.0000.00% ROIARESAres Management2/9/2026Lower Price Target$132.87$180.00Outperform$0.0000.00% ROIOMFOneMain2/6/2026Boost Price Target$62.70$73.00Outperform$0.0000.00% ROIAPAMArtisan Partners Asset Management2/6/2026Lower Price Target$45.06$50.00Outperform$0.0000.00% ROIAAMIAcadian Asset Management2/6/2026Boost Price Target$51.28$54.00Sector Perform$0.0000.00% ROINLYAnnaly Capital Management2/5/2026Boost Price Target$23.10$25.00Outperform$0.0000.00% ROIFHIFederated Hermes2/3/2026Reiterated Rating$53.22$55.00Sector Perform$0.0000.00% ROIAMPAmeriprise Financial2/2/2026Reiterated Rating$531.50$605.00Outperform$0.0000.00% ROIAGNCAGNC Investment1/29/2026Boost Price Target$11.85$13.00Outperform$0.0000.00% ROIIVZInvesco1/28/2026Lower Price Target$27.69$33.00Outperform$0.0000.00% ROIIVZInvesco1/21/2026Upgrade$27.90$35.00Outperform$0.0000.00% ROIMAINMain Street Capital12/9/2025Lower Price Target$61.90$66.00Outperform$0.0000.00% ROIMSDLMorgan Stanley Direct Lending Fund11/26/2025Reiterated Rating$17.21$18.00Sector Perform$0.0000.00% ROIOBDCBlue Owl Capital11/26/2025Lower Price Target$12.87$14.00Outperform$0.0000.00% ROIMSDLMorgan Stanley Direct Lending Fund11/26/2025Downgrade$17.10$18.00Sector Perform$0.0000.00% ROIPSBDPalmer Square Capital BDC11/26/2025Downgrade$12.23Hold$0.0000.00% ROIPSBDPalmer Square Capital BDC11/25/2025Reiterated Rating$12.41$13.00Sector Perform$0.0000.00% ROIKBDCKayne Anderson BDC11/19/2025Lower Price Target$14.80$16.00Outperform$0.0000.00% ROITSLXSixth Street Specialty Lending11/19/2025Lower Price Target$20.99$24.00Outperform$0.0000.00% ROIVOYAVoya Financial11/19/2025Lower Price Target$68.51$85.00Outperform$0.0000.00% ROIFSKFS KKR Capital11/14/2025Lower Price Target$15.51$17.00Sector Perform$0.0000.00% ROICNNECannae11/12/2025Lower Price Target$15.73$19.00Outperform$0.0000.00% ROIBXSLBlackstone Secured Lending Fund11/12/2025Lower Price Target$26.80$29.00Outperform$0.0000.00% ROISAFESafehold11/6/2025Lower Price Target$13.74$17.00Outperform$0.0000.00% ROIAMPAmeriprise Financial11/3/2025Lower Price Target$452.27$550.00Outperform$0.0000.00% ROIOMFOneMain11/3/2025Boost Price Target$60.54$70.00Outperform$0.0000.00% ROIIVZInvesco10/30/2025Boost Price Target$23.93$25.00Sector Perform$0.0000.00% ROIARCCAres Capital10/29/2025Lower Price Target$20.57$23.00Outperform$0.0000.00% ROIAGNCAGNC Investment10/22/2025Boost Price Target$10.20$11.00Outperform$0.0000.00% ROIARESAres Management9/29/2025Reiterated Rating$162.56$215.00Outperform$0.0000.00% ROINLYAnnaly Capital Management9/15/2025Boost Price Target$22.04$23.00Outperform$0.0000.00% ROIMSDLMorgan Stanley Direct Lending Fund9/10/2025Lower Price Target$17.89$19.00Outperform$0.0000.00% ROIBXSLBlackstone Secured Lending Fund9/4/2025Lower Price Target$29.40$32.00Outperform$0.0000.00% ROIMAINMain Street Capital8/28/2025Boost Price Target$64.82$67.00Outperform$00.0000.00% ROIFSKFS KKR Capital8/26/2025Lower Price Target$17.90$18.00Sector Perform$00.0000.00% ROISmall Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad)A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from collapsing — and billionaire Sam Altman is now an investor. This under-the-radar firm is drawing serious attention from those watching the energy infrastructure space closely.Click here to learn this company's name for free todayARESAres Management8/18/2025Boost Price Target$188.25$215.00Outperform$000.0000.00% ROIFHIFederated Hermes8/14/2025Boost Price Target$53.85$51.00Sector Perform$00.0000.00% ROIAAMIAcadian Asset Management8/1/2025Boost Price Target$39.70$42.00Sector Perform$00.0000.00% ROIRITMRithm Capital8/1/2025Boost Price Target$12.03$14.00Outperform$0.0000.00% ROIAPAMArtisan Partners Asset Management7/31/2025Boost Price Target$45.60$51.00Outperform$00.0000.00% ROIAMPAmeriprise Financial7/30/2025Boost Price Target$524.81$601.00Outperform$000.0000.00% ROITWOTwo Harbors Investments5/28/2025Lower Price Target$11.12$12.00Sector Perform$00.0000.00% ROIMFAMFA Financial5/28/2025Set Price Target$9.48$10.00Sector Perform$0.0000.00% ROINLYAnnaly Capital Management5/27/2025Lower Price Target$18.89$21.00Outperform$00.0000.00% ROIPSBDPalmer Square Capital BDC5/22/2025Lower Price Target$13.95$15.00Outperform$00.0000.00% ROIMSDLMorgan Stanley Direct Lending Fund5/22/2025Lower Price Target$19.44$21.00Outperform$00.0000.00% ROIRITMRithm Capital5/20/2025Reiterated Rating$11.63$13.00Outperform$0.0000.00% ROISAFESafehold5/19/2025Lower Price Target$15.56$20.00Outperform$00.0000.00% ROIKBDCKayne Anderson BDC5/19/2025Reiterated Rating$16.33$17.00Outperform$00.0000.00% ROIOBDCBlue Owl Capital5/15/2025Reiterated Rating$14.62$16.00Outperform$00.0000.00% ROIFSKFS KKR Capital5/15/2025Lower Price Target$20.94$21.00Sector Perform$00.0000.00% ROICNNECannae5/14/2025Reiterated Rating$18.03$22.00Outperform$00.0000.00% ROIVCTRVictory Capital5/13/2025Boost Price Target$65.31$75.00Outperform$00.0000.00% ROIFHIFederated Hermes5/7/2025Boost Price Target$42.54$43.00Sector Perform$00.0000.00% ROIAPAMArtisan Partners Asset Management5/6/2025Boost Price Target$39.92$44.00Outperform$00.0000.00% ROIARCCAres Capital5/6/2025Lower Price Target$20.74$23.00Outperform$00.0000.00% ROIKBDCKayne Anderson BDC5/5/2025Lower Price Target$15.75$17.00Outperform$00.0000.00% ROIOBDCBlue Owl Capital5/5/2025Lower Price Target$13.94$16.00Outperform$00.0000.00% ROIAMPAmeriprise Financial4/29/2025Boost Price Target$468.01$565.00Outperform$000.0000.00% ROIAGNCAGNC Investment4/29/2025Lower Price Target$9.06$10.00Outperform$00.0000.00% ROICIMChimera Investment3/14/2025Upgrade$13.63Moderate Buy$00.0000.00% ROIMSDLMorgan Stanley Direct Lending Fund3/4/2025Reiterated Rating$20.19$22.00Outperform$00.0000.00% ROIFSKFS KKR Capital3/3/2025Boost Price Target$23.27$22.00Sector Perform$00.0000.00% ROICNNECannae2/26/2025Lower Price Target$19.59$23.00Outperform$00.0000.00% ROITSLXSixth Street Specialty Lending2/26/2025Boost Price Target$23.37$25.00Outperform$00.0000.00% ROITWOTwo Harbors Investments2/13/2025Boost Price Target$13.33$13.00Sector Perform$00.0000.00% ROINLYAnnaly Capital Management2/10/2025Reiterated Rating$20.62$22.00Outperform$00.0000.00% ROIAAMIAcadian Asset Management2/10/2025Reiterated Rating$24.96$27.00Sector Perform$00.0000.00% ROIARCCAres Capital2/7/2025Boost Price Target$22.66$24.00Outperform$00.0000.00% ROIAPAMArtisan Partners Asset Management2/3/2025Lower Price Target$43.19$51.00Outperform$00.0000.00% ROIVOYAVoya Financial2/3/2025Lower Price Target$69.78$85.00Outperform$00.0000.00% ROIAMPAmeriprise Financial2/3/2025Reiterated Rating$533.59$625.00Outperform$000.0000.00% ROIOMFOneMain2/3/2025Boost Price Target$54.13$65.00Outperform$00.0000.00% ROIAGNCAGNC Investment1/30/2025Reiterated Rating$9.99$11.00Outperform$00.0000.00% ROIFHIFederated Hermes1/28/2025Lower Price Target$38.98$39.00Sector Perform$00.0000.00% ROINLYAnnaly Capital Management1/27/2025Boost Price Target$19.78$22.00Outperform$00.0000.00% ROIAMPAmeriprise Financial1/27/2025Reiterated Rating$554.17$625.00Outperform$000.0000.00% ROIIVZInvesco1/23/2025Reiterated Rating$17.47$19.00Sector Perform$00.0000.00% ROIOMFOneMain1/16/2025Reiterated Rating$54.48$62.00Outperform$00.0000.00% ROIKBDCKayne Anderson BDC11/18/2024Boost Price Target$16.59$18.00Outperform$00.0000.00% ROI Stock Forecasts and Research Tools Today's Analyst Ratings U.S. Ratings U.K. Ratings Canadian Ratings All Upgrades All Downgrades All Initiations All Price Target Changes Top-Rated Stocks Top Rated Stocks Top-Rated Dividend Stocks Top-Rated Small-Cap Stocks Top-Rated Tech Stocks Most-Upgraded Stocks Most-Downgraded Stocks Lowest-Rated Stocks More Ratings Tools Stock Ratings by Issuer Top-Rated Analysts Top-Rated Brokerages Stock Ratings Screener Free Ratings Newsletter Price Forecasts for Popular Stocks Alphabet (Google) Stock ForecastAmazon Stock ForecastApple Stock ForecastMeta (Facebook) Stock ForecastMicrosoft Stock ForecastNetflix Stock ForecastNvidia Stock ForecastTesla Stock Forecast Top Stock Recommendations by BrokerageCitigroupUBS GroupBarclaysRoyal Bank Of CanadaMorgan StanleyWells Fargo & CompanyJPMorgan Chase 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