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Brennan Hawken Analyst Performance

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 46 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
124 Last 9 Years
Buy Recommendations
46.77% 58 Buy Ratings
Companies Covered
37 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy46.8%58 ratings
Hold42.7%53 ratings
Sell10.5%13 ratings

Out of 124 total stock ratings issued by Brennan Hawken at BMO Capital Markets, the majority (46.8%) have been Buy recommendations, followed by 42.7% Hold and 10.5% Sell.

Exchange Coverage

ExchangePercentageCount
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 IconSectorPercentage
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

IndustryPercentage
FIN - INVEST MGMT
12 companies
32.4%
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%
FEDERAL SAVINGS INSTITUTIONS
1 company
2.7%
BANKS - DIVERSIFIED
1 company
2.7%
BANKS - FOREIGN
1 company
2.7%

Brennan Hawken's Ratings History at BMO Capital Markets

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
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
The Bank of New York Mellon Corporation stock logo
BK
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
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$112.07$121.00Market 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
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
Bridge Investment Group Holdings Inc. stock logo
BRDG
Bridge Investment Group
2/26/2025Boost Price Target$10.52$12.00Neutral
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$113.36$120.00Neutral
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
The Bank of New York Mellon Corporation stock logo
BK
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