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Brennan Hawken Analyst Performance

Analyst at UBS Group

Brennan Hawken is a stock analyst at UBS Group in the finance sector, covering 37 publicly traded companies. Over the past year, Brennan Hawken has issued 80 stock ratings, including buy and hold recommendations. While full access to Brennan Hawken'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 Brennan Hawken'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
225 Last 11 Years
Buy Recommendations
51.58% 114 Buy Ratings
Companies Covered
37 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy6.8%14 ratings
Buy44.8%99 ratings
Hold42.5%94 ratings
Sell5.9%13 ratings

Out of 221 total stock ratings issued by Brennan Hawken at UBS Group, the majority (44.8%) have been Buy recommendations, followed by 42.5% Hold, 6.8% Strong Buy, and 5.9% Sell.

Exchange Coverage

ExchangePercentageCount
NYSE
78.4% of companies on NYSE
29 companies
NASDAQ
21.6% of companies on NASDAQ
8 companies

Brennan Hawken, an analyst at UBS Group, currently covers 37 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector IconSectorPercentage
Finance
37 companies
100.0%

Brennan Hawken of UBS Group specializes in stock coverage within the Finance sector.

Coverage Industries

IndustryPercentage
CAPITAL MARKETS
32 companies
86.5%
BANKS
5 companies
13.5%

Brennan Hawken'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
0 Results
CompanyReport DateActionReport Date Price12-Month
Price Target
Rating12-Month
Price & ROI
Details
Invesco Ltd. stock logo
IVZ
Invesco
10/13/2026Boost Price Target$29.02$36.00Outperform
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
10/13/2026Lower Price Target$101.24$110.00Market Perform
PJT Partners Inc. stock logo
PJT
PJT Partners
10/6/2026Reiterated Rating$139.17Outperform
PJT Partners Inc. stock logo
PJT
PJT Partners
10/6/2026Set Price Target$140.69$160.00
Northern Trust Corporation stock logo
NTRS
Northern Trust
10/6/2026Lower Price Target$170.67$190.00Outperform
Morgan Stanley stock logo
MS
Morgan Stanley
10/6/2026Lower Price Target$190.20$215.00Outperform
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
10/6/2026Lower Price Target$893.52$970.00Market Perform
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
10/6/2026Lower Price Target$331.98$370.00Outperform
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
10/6/2026Lower Price Target$89.05$105.00Outperform
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
10/6/2026Lower Price Target$495.22$520.00Market Perform
Stifel Financial Corporation stock logo
SF
Stifel Financial
10/6/2026Lower Price Target$70.67$75.00Market Perform
State Street Corporation stock logo
STT
State Street
10/6/2026Lower Price Target$176.43$200.00Outperform
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
10/6/2026Lower Price Target$160.89$170.00Market Perform
Jefferies Financial Group Inc. stock logo
JEF
Jefferies Financial Group
9/29/2026Set Price Target$47.22$50.00
Jefferies Financial Group Inc. stock logo
JEF
Jefferies Financial Group
9/29/2026Lower Price Target$47.15$50.00Market Perform
Jefferies Financial Group Inc. stock logo
JEF
Jefferies Financial Group
9/11/2026Set Price Target$51.96$57.00
Jefferies Financial Group Inc. stock logo
JEF
Jefferies Financial Group
9/11/2026Lower Price Target$54.09$57.00Market Perform
Evercore Inc stock logo
EVR
Evercore
8/26/2026Reiterated Rating$291.70Market Perform
StepStone Group Inc. stock logo
STEP
StepStone Group
8/7/2026Reiterated Rating$49.47$58.00Outperform
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
8/3/2026Boost Price Target$111.75$120.00Market Perform
Ares Management Corporation stock logo
ARES
Ares Management
8/3/2026Boost Price Target$128.31$134.00Market Perform
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
8/3/2026Boost Price Target$353.70$390.00Outperform
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
8/3/2026Boost Price Target$10.33$12.00Outperform
Evercore Inc stock logo
EVR
Evercore
8/3/2026Lower Price Target$321.39$338.00Market Perform
PJT Partners Inc. stock logo
PJT
PJT Partners
8/3/2026Boost Price Target$168.03$194.00Outperform
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
8/3/2026Lower Price Target$125.21$145.00Outperform
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
8/3/2026Boost Price Target$104.30$118.00Outperform
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
7/23/2026Reiterated Rating$164.57$175.00Market Perform
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
7/22/2026Reiterated Rating$93.88$110.00Outperform
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
7/20/2026Downgrade$101.66$105.00Market Perform
Morgan Stanley stock logo
MS
Morgan Stanley
7/17/2026Boost Price Target$218.37$250.00Outperform
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
7/15/2026Boost Price Target$1,145.40$1,190.00Market Perform
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
7/13/2026Set Price Target$81.04$94.00
Carlyle Group Inc. stock logo
CG
Carlyle Group
7/13/2026Reiterated Rating$44.57$52.00Outperform
TPG Inc. stock logo
TPG
TPG
7/13/2026Lower Price Target$42.67$50.00Outperform
StepStone Group Inc. stock logo
STEP
StepStone Group
7/13/2026Lower Price Target$42.96$50.00Outperform
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
7/13/2026Lower Price Target$96.95$112.00Outperform
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
7/13/2026Lower Price Target$9.37$11.00Outperform
Ares Management Corporation stock logo
ARES
Ares Management
7/13/2026Boost Price Target$122.07$128.00Market Perform
LCLN
Lincoln International
6/15/2026Initiated Coverage$24.71$26.00Market Perform
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LCLN
Lincoln International
6/15/2026Upgrade$23.16Hold
Jefferies Financial Group Inc. stock logo
JEF
Jefferies Financial Group
6/8/2026Boost Price Target$58.13$60.00Market Perform
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
5/22/2026Lower Price Target$88.59$102.00Outperform
StepStone Group Inc. stock logo
STEP
StepStone Group
5/21/2026Boost Price Target$53.42$62.00Outperform
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
5/4/2026Boost Price Target$103.08$110.00Market Perform
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
4/24/2026Boost Price Target$464.37$490.00Market Perform
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
4/23/2026Boost Price Target$154.14$165.00Market Perform
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
4/22/2026Boost Price Target$78.22$93.00Outperform
Blackstone Inc. stock logo
BX
Blackstone
4/13/2026Boost Price Target$114.86$132.00Outperform
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
4/10/2026Lower Price Target$92.16$98.00Market Perform
Invesco Ltd. stock logo
IVZ
Invesco
4/10/2026Lower Price Target$23.59$28.00Outperform
Northern Trust Corporation stock logo
NTRS
Northern Trust
4/6/2026Upgrade$142.25$168.00Outperform
Blackstone Inc. stock logo
BX
Blackstone
3/24/2026Lower Price Target$109.31$126.00Outperform
Ares Management Corporation stock logo
ARES
Ares Management
3/24/2026Lower Price Target$107.09$112.00Market Perform
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
3/24/2026Lower Price Target$89.81$106.00Outperform
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
3/24/2026Lower Price Target$98.58$118.00Outperform
Carlyle Group Inc. stock logo
CG
Carlyle Group
3/24/2026Lower Price Target$47.30$58.00Outperform
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
3/24/2026Lower Price Target$8.94$11.00Outperform
TPG Inc. stock logo
TPG
TPG
3/24/2026Lower Price Target$39.69$48.00Outperform
StepStone Group Inc. stock logo
STEP
StepStone Group
3/24/2026Lower Price Target$47.04$58.00Outperform
Jefferies Financial Group Inc. stock logo
JEF
Jefferies Financial Group
3/23/2026Lower Price Target$39.20$42.00Market Perform
Carlyle Group Inc. stock logo
CG
Carlyle Group
3/5/2026Reiterated Rating$51.67$65.00Outperform
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
3/3/2026Reiterated Rating$475.18Market Perform
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
2/12/2026Lower Price Target$93.79$104.00Market Perform
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
2/4/2026Reiterated Rating$922.11$990.00Neutral
Blackstone Inc. stock logo
BX
Blackstone
2/2/2026Lower Price Target$142.50$165.00Outperform
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
1/29/2026Boost Price Target$180.36$211.00Outperform
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
1/21/2026Boost Price Target$71.51$82.00Outperform
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
1/20/2026Boost Price Target$950.64$985.00Market Perform
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
1/13/2026Boost Price Target$107.32$110.00Market Perform
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
1/6/2026Boost Price Target$950.72$980.00Market Perform
BlackRock stock logo
BLK
BlackRock
12/11/2025Initiated Coverage$1,084.43$1,180.00Neutral
Invesco Ltd. stock logo
IVZ
Invesco
12/10/2025Boost Price Target$26.55$30.00Outperform
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
11/25/2025Set Price Target$129.97$136.00Market Perform
Blackstone Inc. stock logo
BX
Blackstone
10/27/2025Lower Price Target$152.32$180.00Outperform
Invesco Ltd. stock logo
IVZ
Invesco
10/24/2025Reiterated Rating$22.97Outperform
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
10/23/2025Boost Price Target$165.90$182.00Market Perform
BlackRock stock logo
BLK
BlackRock
10/21/2025Reiterated Rating$1,130.70Hold
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
10/17/2025Boost Price Target$68.52$84.00Outperform
Jefferies Financial Group Inc. stock logo
JEF
Jefferies Financial Group
10/17/2025Lower Price Target$48.80$55.00Market Perform
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
10/7/2025Boost Price Target$786.96$805.00Neutral
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
10/3/2025Initiated Coverage$126.55$150.00Outperform
Morgan Stanley stock logo
MS
Morgan Stanley
10/3/2025Initiated Coverage$155.28$180.00Outperform
Carlyle Group Inc. stock logo
CG
Carlyle Group
10/3/2025Initiated Coverage$61.72$74.00Outperform
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
10/3/2025Initiated Coverage$779.53$785.00Market Perform
Evercore Inc stock logo
EVR
Evercore
10/3/2025Initiated Coverage$334.23$358.00Market Perform
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
10/3/2025Initiated Coverage$491.33$525.00Market Perform
Bank of New York Mellon Corporation stock logo
BNY
Bank of New York Mellon
10/3/2025Initiated Coverage$106.32$125.00Outperform
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
10/3/2025Initiated Coverage$22.90$26.00Outperform
Moelis & Company stock logo
MC
Moelis & Company
10/3/2025Initiated Coverage$68.85$74.00Market Perform
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Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
10/3/2025Initiated Coverage$16.05$18.00Outperform
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
10/3/2025Initiated Coverage$44.95$52.00Outperform
Lazard, Inc. stock logo
LAZ
Lazard
10/3/2025Initiated Coverage$52.23$56.00Market Perform
Jefferies Financial Group Inc. stock logo
JEF
Jefferies Financial Group
10/3/2025Initiated Coverage$63.07$69.00Market Perform
PJT Partners Inc. stock logo
PJT
PJT Partners
10/3/2025Initiated Coverage$177.24$205.00Outperform
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
10/3/2025Initiated Coverage$101.71$108.00Market Perform
Blackstone Inc. stock logo
BX
Blackstone
10/3/2025Initiated Coverage$166.72$190.00Outperform
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
10/3/2025Initiated Coverage$201.12$230.00Outperform
Stifel Financial Corporation stock logo
SF
Stifel Financial
10/3/2025Initiated Coverage$74.71$80.67Market Perform
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
10/3/2025Initiated Coverage$124.44$148.00Outperform
TPG Inc. stock logo
TPG
TPG
10/3/2025Initiated Coverage$56.37$65.00Outperform
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
10/3/2025Initiated Coverage$92.75$110.00Outperform
Ares Management Corporation stock logo
ARES
Ares Management
10/3/2025Initiated Coverage$150.73$156.00Market Perform
StepStone Group Inc. stock logo
STEP
StepStone Group
10/3/2025Initiated Coverage$64.67$74.00Outperform
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
10/3/2025Initiated Coverage$312.89$365.00Outperform
State Street Corporation stock logo
STT
State Street
10/3/2025Initiated Coverage$115.21$130.00Outperform
Northern Trust Corporation stock logo
NTRS
Northern Trust
10/3/2025Initiated Coverage$133.24$142.00Market Perform
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
10/3/2025Initiated Coverage$166.51$180.00Market Perform
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
10/3/2025Initiated Coverage$70.95$82.00Outperform
Invesco Ltd. stock logo
IVZ
Invesco
10/3/2025Initiated Coverage$23.61$28.00Outperform
Ares Management Corporation stock logo
ARES
Ares Management
10/2/2025Upgrade$152.31Hold
Blackstone Inc. stock logo
BX
Blackstone
10/2/2025Upgrade$168.40Strong-Buy
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
10/2/2025Upgrade$201.24Strong-Buy
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
10/2/2025Upgrade$127.60Strong-Buy
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
10/2/2025Upgrade$70.36Strong-Buy
Invesco Ltd. stock logo
IVZ
Invesco
10/2/2025Upgrade$24.05Strong-Buy
Jefferies Financial Group Inc. stock logo
JEF
Jefferies Financial Group
10/2/2025Upgrade$62.37Hold
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
10/2/2025Upgrade$45.54Strong-Buy
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
10/2/2025Upgrade$127.51Strong-Buy
Lazard, Inc. stock logo
LAZ
Lazard
10/2/2025Upgrade$51.71Hold
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
10/2/2025Upgrade$314.73Strong-Buy
Moelis & Company stock logo
MC
Moelis & Company
10/2/2025Upgrade$68.34Hold
Morgan Stanley stock logo
MS
Morgan Stanley
10/2/2025Upgrade$157.40Strong-Buy
Northern Trust Corporation stock logo
NTRS
Northern Trust
10/2/2025Upgrade$132.40Hold
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
10/2/2025Upgrade$16.25Strong-Buy
PJT Partners Inc. stock logo
PJT
PJT Partners
10/2/2025Upgrade$179.80Strong-Buy
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
10/2/2025Upgrade$166.64Hold
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
10/2/2025Upgrade$94.13Strong-Buy
Stifel Financial Corporation stock logo
SF
Stifel Financial
10/2/2025Upgrade$111.29Hold
StepStone Group Inc. stock logo
STEP
StepStone Group
10/2/2025Upgrade$66.96Strong-Buy
State Street Corporation stock logo
STT
State Street
10/2/2025Upgrade$116.35Strong-Buy
TPG Inc. stock logo
TPG
TPG
10/2/2025Upgrade$58.51Strong-Buy
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
10/2/2025Upgrade$103.28Hold
BlackRock stock logo
BLK
BlackRock
7/8/2025Reiterated Rating$1,077.01$980.00Neutral
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
4/22/2025Boost Price Target$76.20$96.00Buy
BlackRock stock logo
BLK
BlackRock
4/11/2025Lower Price Target$863.75$1,010.00Neutral
Blackstone Inc. stock logo
BX
Blackstone
3/17/2025Upgrade$141.01$180.00Buy
Blackstone Inc. stock logo
BX
Blackstone
2/3/2025Boost Price Target$173.28$180.00Neutral
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
2/3/2025Boost Price Target$21.01$23.00Neutral
Stifel Financial Corporation stock logo
SF
Stifel Financial
2/3/2025Boost Price Target$75.57$80.00Neutral
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Lazard, Inc. stock logo
LAZ
Lazard
2/3/2025Boost Price Target$53.48$54.00Neutral
Invesco Ltd. stock logo
IVZ
Invesco
2/3/2025Boost Price Target$18.61$21.00Neutral
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
1/29/2025Boost Price Target$181.66$230.00Buy
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
1/27/2025Boost Price Target$51.76$66.25Buy
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
1/27/2025Boost Price Target$81.17$95.00Buy
Northern Trust Corporation stock logo
NTRS
Northern Trust
1/27/2025Boost Price Target$110.72$114.00Neutral
BlackRock stock logo
BLK
BlackRock
1/21/2025Boost Price Target$1,014.87$1,045.00Neutral
Bank of New York Mellon Corporation stock logo
BNY
Bank of New York Mellon
1/21/2025Boost Price Target$84.23$94.00Buy
Morgan Stanley stock logo
MS
Morgan Stanley
1/21/2025Boost Price Target$136.17$140.00Neutral