Brennan Hawken Analyst Performance

Analyst at UBS Group

Brennan Hawken is a stock analyst at UBS Group focused in the finance sector, covering 37 publicly traded companies. Over the past year, Brennan Hawken has issued 90 stock ratings, including strong buy, 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 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: 182 Last 10 Years
Buy Recommendations: 50.55% 92 Buy Ratings
Companies Covered: 37 Unique Companies

Ratings Distribution

Rating	Percentage	Count
Strong Buy	8.2%	15 ratings
Buy	42.3%	77 ratings
Hold	42.3%	77 ratings
Sell	7.1%	13 ratings

Out of 182 total stock ratings issued by Brennan Hawken at UBS Group, the majority (42.3%) have been Buy recommendations, followed by 42.3% Hold, 8.2% Strong Buy, and 7.1% Sell.

Best & Worst Calls

Best Call
000.0%
BAC
Mar 2016
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Worst Call
000.0%
STT
Oct 2021
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Exchange Coverage

Exchange	Percentage	Count
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 Icon	Sector	Percentage
	Finance 36 companies	97.3%
	Financial Services 1 company	2.7%

Brennan Hawken of UBS Group specializes in stock coverage within the Finance sector, with additional focus on Financial Services companies.

Coverage Industries

Industry	Percentage
FIN - INVEST MGMT 13 companies	35.1%
FIN - INVEST BKRS 12 companies	32.4%
FIN - MISC SVCS 6 companies	16.2%
BANKS - MJR REGNL 3 companies	8.1%
FIN - INVEST FUND 1 company	2.7%
BANKS - DIVERSIFIED 1 company	2.7%
BANKS - FOREIGN 1 company	2.7%

Timeframe

Start Date

End Date

Rating

12-Month ROIAll ROI

Export

Company	Report Date	Action	Report Date Price	12-Month Price Target	Rating
TROW T. Rowe Price Group	5/4/2026	Boost Price Target	$103.08	$110.00	Market Perform
AMP Ameriprise Financial	4/24/2026	Boost Price Target	$464.37	$490.00	Market Perform
RJF Raymond James Financial	4/23/2026	Boost Price Target	$154.14	$165.00	Market Perform
IBKR Interactive Brokers Group	4/22/2026	Boost Price Target	$78.22	$93.00	Outperform
BX Blackstone	4/13/2026	Boost Price Target	$114.86	$132.00	Outperform
TROW T. Rowe Price Group	4/10/2026	Lower Price Target	$92.16	$98.00	Market Perform
IVZ Invesco	4/10/2026	Lower Price Target	$23.59	$28.00	Outperform
NTRS Northern Trust	4/6/2026	Upgrade	$142.25	$168.00	Outperform
BX Blackstone	3/24/2026	Lower Price Target	$109.31	$126.00	Outperform
ARES Ares Management	3/24/2026	Lower Price Target	$107.09	$112.00	Market Perform
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KKR KKR & Co. Inc.	3/24/2026	Lower Price Target	$89.81	$106.00	Outperform
HLNE Hamilton Lane	3/24/2026	Lower Price Target	$98.58	$118.00	Outperform
CG Carlyle Group	3/24/2026	Lower Price Target	$47.30	$58.00	Outperform
OWL Blue Owl Capital	3/24/2026	Lower Price Target	$8.94	$11.00	Outperform
TPG TPG	3/24/2026	Lower Price Target	$39.69	$48.00	Outperform
STEP StepStone Group	3/24/2026	Lower Price Target	$47.04	$58.00	Outperform
JEF Jefferies Financial Group	3/23/2026	Lower Price Target	$39.20	$42.00	Market Perform
CG Carlyle Group	3/5/2026	Reiterated Rating	$51.67	$65.00	Outperform
AMP Ameriprise Financial	3/3/2026	Reiterated Rating	$475.18		Market Perform
TROW T. Rowe Price Group	2/12/2026	Lower Price Target	$93.79	$104.00	Market Perform
GS The Goldman Sachs Group	2/4/2026	Reiterated Rating	$922.11	$990.00	Neutral
BX Blackstone	2/2/2026	Lower Price Target	$142.50	$165.00	Outperform
HLI Houlihan Lokey	1/29/2026	Boost Price Target	$180.36	$211.00	Outperform
IBKR Interactive Brokers Group	1/21/2026	Boost Price Target	$71.51	$82.00	Outperform
GS The Goldman Sachs Group	1/20/2026	Boost Price Target	$950.64	$985.00	Market Perform
TROW T. Rowe Price Group	1/13/2026	Boost Price Target	$107.32	$110.00	Market Perform
GS The Goldman Sachs Group	1/6/2026	Boost Price Target	$950.72	$980.00	Market Perform
BLK BlackRock	12/11/2025	Initiated Coverage	$1,084.43	$1,180.00	Neutral
IVZ Invesco	12/10/2025	Boost Price Target	$26.55	$30.00	Outperform
APO Apollo Global Management	11/25/2025	Set Price Target	$129.97	$136.00	Market Perform
BX Blackstone	10/27/2025	Lower Price Target	$152.32	$180.00	Outperform
IVZ Invesco	10/24/2025	Reiterated Rating	$22.97		Outperform
RJF Raymond James Financial	10/23/2025	Boost Price Target	$165.90	$182.00	Market Perform
BLK BlackRock	10/21/2025	Reiterated Rating	$1,130.70		Hold
IBKR Interactive Brokers Group	10/17/2025	Boost Price Target	$68.52	$84.00	Outperform
JEF Jefferies Financial Group	10/17/2025	Lower Price Target	$48.80	$55.00	Market Perform
GS The Goldman Sachs Group	10/7/2025	Boost Price Target	$786.96	$805.00	Neutral
HLNE Hamilton Lane	10/3/2025	Initiated Coverage	$126.55	$150.00	Outperform
MS Morgan Stanley	10/3/2025	Initiated Coverage	$155.28	$180.00	Outperform
CG Carlyle Group	10/3/2025	Initiated Coverage	$61.72	$74.00	Outperform

GS The Goldman Sachs Group	10/3/2025	Initiated Coverage	$779.53	$785.00	Market Perform
EVR Evercore	10/3/2025	Initiated Coverage	$334.23	$358.00	Market Perform
AMP Ameriprise Financial	10/3/2025	Initiated Coverage	$491.33	$525.00	Market Perform
BK BNY	10/3/2025	Initiated Coverage	$106.32	$125.00	Outperform
BEN Franklin Resources	10/3/2025	Initiated Coverage	$22.90	$26.00	Outperform
MC Moelis & Company	10/3/2025	Initiated Coverage	$68.85	$74.00	Market Perform
OWL Blue Owl Capital	10/3/2025	Initiated Coverage	$16.05	$18.00	Outperform
JHG Janus Henderson Group	10/3/2025	Initiated Coverage	$44.95	$52.00	Outperform
LAZ Lazard	10/3/2025	Initiated Coverage	$52.23	$56.00	Market Perform
JEF Jefferies Financial Group	10/3/2025	Initiated Coverage	$63.07	$69.00	Market Perform
PJT PJT Partners	10/3/2025	Initiated Coverage	$177.24	$205.00	Outperform
TROW T. Rowe Price Group	10/3/2025	Initiated Coverage	$101.71	$108.00	Market Perform
BX Blackstone	10/3/2025	Initiated Coverage	$166.72	$190.00	Outperform
HLI Houlihan Lokey	10/3/2025	Initiated Coverage	$201.12	$230.00	Outperform
SF Stifel Financial	10/3/2025	Initiated Coverage	$74.71	$80.67	Market Perform
KKR KKR & Co. Inc.	10/3/2025	Initiated Coverage	$124.44	$148.00	Outperform
TPG TPG	10/3/2025	Initiated Coverage	$56.37	$65.00	Outperform
SCHW Charles Schwab	10/3/2025	Initiated Coverage	$92.75	$110.00	Outperform
ARES Ares Management	10/3/2025	Initiated Coverage	$150.73	$156.00	Market Perform
STEP StepStone Group	10/3/2025	Initiated Coverage	$64.67	$74.00	Outperform
LPLA LPL Financial	10/3/2025	Initiated Coverage	$312.89	$365.00	Outperform
STT State Street	10/3/2025	Initiated Coverage	$115.21	$130.00	Outperform
NTRS Northern Trust	10/3/2025	Initiated Coverage	$133.24	$142.00	Market Perform
RJF Raymond James Financial	10/3/2025	Initiated Coverage	$166.51	$180.00	Market Perform
IBKR Interactive Brokers Group	10/3/2025	Initiated Coverage	$70.95	$82.00	Outperform
IVZ Invesco	10/3/2025	Initiated Coverage	$23.61	$28.00	Outperform
ARES Ares Management	10/2/2025	Upgrade	$152.31		Hold
BX Blackstone	10/2/2025	Upgrade	$168.40		Strong-Buy
HLI Houlihan Lokey	10/2/2025	Upgrade	$201.24		Strong-Buy
HLNE Hamilton Lane	10/2/2025	Upgrade	$127.60		Strong-Buy
IBKR Interactive Brokers Group	10/2/2025	Upgrade	$70.36		Strong-Buy
IVZ Invesco	10/2/2025	Upgrade	$24.05		Strong-Buy
JEF Jefferies Financial Group	10/2/2025	Upgrade	$62.37		Hold
JHG Janus Henderson Group	10/2/2025	Upgrade	$45.54		Strong-Buy
KKR KKR & Co. Inc.	10/2/2025	Upgrade	$127.51		Strong-Buy
LAZ Lazard	10/2/2025	Upgrade	$51.71		Hold
LPLA LPL Financial	10/2/2025	Upgrade	$314.73		Strong-Buy
MC Moelis & Company	10/2/2025	Upgrade	$68.34		Hold
MS Morgan Stanley	10/2/2025	Upgrade	$157.40		Strong-Buy
NTRS Northern Trust	10/2/2025	Upgrade	$132.40		Hold
OWL Blue Owl Capital	10/2/2025	Upgrade	$16.25		Strong-Buy
PJT PJT Partners	10/2/2025	Upgrade	$179.80		Strong-Buy
RJF Raymond James Financial	10/2/2025	Upgrade	$166.64		Hold
SCHW Charles Schwab	10/2/2025	Upgrade	$94.13		Strong-Buy
SF Stifel Financial	10/2/2025	Upgrade	$111.29		Hold
STEP StepStone Group	10/2/2025	Upgrade	$66.96		Strong-Buy
STT State Street	10/2/2025	Upgrade	$116.35		Strong-Buy
TPG TPG	10/2/2025	Upgrade	$58.51		Strong-Buy
TROW T. Rowe Price Group	10/2/2025	Upgrade	$103.28		Hold
BLK BlackRock	7/8/2025	Reiterated Rating	$1,077.01	$980.00	Neutral

SCHW Charles Schwab	4/22/2025	Boost Price Target	$76.20	$96.00	Buy
BLK BlackRock	4/11/2025	Lower Price Target	$863.75	$1,010.00	Neutral
BX Blackstone	3/17/2025	Upgrade	$141.01	$180.00	Buy
BRDG Bridge Investment Group	2/26/2025	Boost Price Target	$10.52	$12.00	Neutral
BX Blackstone	2/3/2025	Boost Price Target	$173.28	$180.00	Neutral
BEN Franklin Resources	2/3/2025	Boost Price Target	$21.01	$23.00	Neutral
SF Stifel Financial	2/3/2025	Boost Price Target	$75.57	$80.00	Neutral
LAZ Lazard	2/3/2025	Boost Price Target	$53.48	$54.00	Neutral
IVZ Invesco	2/3/2025	Boost Price Target	$18.61	$21.00	Neutral
HLI Houlihan Lokey	1/29/2025	Boost Price Target	$181.66	$230.00	Buy
IBKR Interactive Brokers Group	1/27/2025	Boost Price Target	$51.76	$66.25	Buy
SCHW Charles Schwab	1/27/2025	Boost Price Target	$81.17	$95.00	Buy
NTRS Northern Trust	1/27/2025	Boost Price Target	$110.72	$114.00	Neutral
BLK BlackRock	1/21/2025	Boost Price Target	$1,014.87	$1,045.00	Neutral
BK BNY	1/21/2025	Boost Price Target	$84.23	$94.00	Buy
MS Morgan Stanley	1/21/2025	Boost Price Target	$136.17	$140.00	Neutral

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