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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 28 publicly traded companies. Over the past year, Kenneth Lee has issued 24 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

Average Return
00.00% 12-Month ROI
Success Rate
00.00% Profitable Ratings
Total Ratings
102 Last 8 Years
Buy Recommendations
55.45% 56 Buy Ratings
Companies Covered
28 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy55.4%56 ratings
Hold44.6%45 ratings
Sell0.0%0 ratings

Out of 101 total stock ratings issued by Kenneth Lee at Royal Bank Of Canada, the majority (55.4%) have been Buy recommendations, followed by 44.6% Hold.

Exchange Coverage

ExchangePercentageCount
NYSE
82.1% of companies on NYSE
23 companies
NASDAQ
17.9% of companies on NASDAQ
5 companies

Kenneth Lee, an analyst at Royal Bank Of Canada, currently covers 28 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector IconSectorPercentage
Finance
26 companies
92.9%
Financial Services
1 company
3.6%
Computer and Technology
1 company
3.6%

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 - INVEST MGMT
7 companies
25.0%
FIN - SBIC&COMMRL
7 companies
25.0%
REIT - MTGE TRUST
4 companies
14.3%
FIN - MISC SVCS
3 companies
10.7%
INS - LIFE
2 companies
7.1%
INVESTMENT TRUSTS & MUTUAL FUNDS
1 company
3.6%
REIT - EQTY TRUST - RESID
1 company
3.6%
FIN - CONS LOANS
1 company
3.6%
WIRELESS NATIONAL
1 company
3.6%
INVESTMENT ADVICE
1 company
3.6%

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
CompanyReport DateActionReport Date Price12-Month
Price Target
Rating12-Month
Price & ROI
Details
MSC Income Fund stock logo
MSIF
MSC Income Fund
6/4/2026Lower Price Target$11.96$15.00Outperform
Cannae Holdings, Inc. stock logo
CNNE
Cannae
5/12/2026Reiterated Rating$13.35Outperform
Artisan Partners Asset Management Inc. stock logo
APAM
Artisan Partners Asset Management
4/30/2026Lower Price Target$37.32$43.00Outperform
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
MFA Financial, Inc. stock logo
MFA
MFA Financial
3/5/2026Boost Price Target$10.22$11.00Sector Perform
Acadian Asset Management Inc. stock logo
AAMI
Acadian Asset Management
2/6/2026Boost Price Target$51.28$54.00Sector Perform
Federated Hermes, Inc. stock logo
FHI
Federated Hermes
2/3/2026Reiterated Rating$53.22$55.00Sector Perform
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
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
Invesco Ltd. stock logo
IVZ
Invesco
10/30/2025Boost Price Target$23.93$25.00Sector Perform
FS KKR Capital Corp. stock logo
FSK
FS KKR Capital
8/26/2025Lower Price Target$17.90$18.00Sector Perform
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
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
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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
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