Brennan Hawken Analyst Performance

Senior Equity Research Analyst at BMO Capital Markets

Brennan Hawken is a stock analyst at BMO Capital Markets focused in the finance sector, covering 37 publicly traded companies. Over the past year, Brennan Hawken has issued 74 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: 152 Last 10 Years
Buy Recommendations: 48.68% 74 Buy Ratings
Companies Covered: 37 Unique Companies

Ratings Distribution

Rating	Percentage	Count
Strong Buy	9.9%	15 ratings
Buy	38.8%	59 ratings
Hold	42.8%	65 ratings
Sell	8.6%	13 ratings

Out of 152 total stock ratings issued by Brennan Hawken at BMO Capital Markets, the majority (42.8%) have been Hold recommendations, followed by 38.8% Buy, 9.9% Strong Buy, and 8.6% 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	75.7% of companies on NYSE	28 companies
NASDAQ	24.3% of companies on NASDAQ	9 companies

Brennan Hawken, an analyst at BMO Capital Markets, 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 BMO Capital Markets specializes in stock coverage within the Finance sector, with additional focus on Financial Services companies.

Coverage Industries

Industry	Percentage
FIN - INVEST BKRS 12 companies	32.4%
FIN - INVEST MGMT 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%
FEDERAL SAVINGS INSTITUTIONS 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 to Excel

Company	Report Date	Action	Report Date Price	12-Month Price Target	Rating
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
JEF Jefferies Financial Group	10/17/2025	Lower Price Target	$48.80	$55.00	Market Perform
IBKR Interactive Brokers Group	10/17/2025	Boost Price Target	$68.52	$84.00	Outperform
GS The Goldman Sachs Group	10/7/2025	Boost Price Target	$786.96	$805.00	Neutral
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
HLNE Hamilton Lane	10/3/2025	Initiated Coverage	$126.55	$150.00	Outperform
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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 Bank of New York Mellon	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	$112.07	$121.00	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
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	$113.36	$120.00	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
MS Morgan Stanley	1/21/2025	Boost Price Target	$136.17	$140.00	Neutral
BLK BlackRock	1/21/2025	Boost Price Target	$1,014.87	$1,045.00	Neutral
BK Bank of New York Mellon	1/21/2025	Boost Price Target	$84.23	$94.00	Buy

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