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Benjamin Budish Analyst Performance

Analyst at Loop Capital

Benjamin Budish is a stock analyst at Loop Capital focused in the finance sector, covering 30 publicly traded companies. Over the past year, Benjamin Budish has issued 233 stock ratings, including buy, hold, and sell recommendations. While full access to Benjamin Budish'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 Benjamin Budish'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
347 Last 1 Years
Buy Recommendations
56.50% 187 Buy Ratings
Companies Covered
30 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy56.5%187 ratings
Hold32.6%108 ratings
Sell10.9%36 ratings

Out of 331 total stock ratings issued by Benjamin Budish at Loop Capital, the majority (56.5%) have been Buy recommendations, followed by 32.6% Hold and 10.9% Sell.

Exchange Coverage

ExchangePercentageCount
NASDAQ
50.0% of companies on NASDAQ
15 companies
NYSE
46.7% of companies on NYSE
14 companies
BATS
3.3% of companies on BATS
1 company

Benjamin Budish, an analyst at Loop Capital, currently covers 30 companies listed on NASDAQ, NYSE and BATS, with the majority traded on NASDAQ.

Coverage Focus

Sector IconSectorPercentage
Finance
29 companies
96.7%
Materials
1 company
3.3%

Benjamin Budish of Loop Capital specializes in stock coverage within the Finance sector, with additional focus on Materials companies.

Coverage Industries

IndustryPercentage
CAPITAL MARKETS
29 companies
96.7%
CHEMICALS
1 company
3.3%

Benjamin Budish's Ratings History at Loop Capital

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
MRX
Marex Group plc Ordinary Shares
8/13/2026Boost Price Target$71.13$86.00Overweight
Ridgepost Capital, Inc stock logo
RPC
Ridgepost Capital
8/10/2026Lower Price Target$8.97$11.00Overweight
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
8/10/2026Boost Price Target$162.53$167.00Equal Weight
Victory Capital Holdings, Inc. stock logo
VCTR
Victory Capital
8/7/2026Boost Price Target$106.79$112.00Equal Weight
StepStone Group Inc. stock logo
STEP
StepStone Group
8/7/2026Boost Price Target$50.33$62.00Overweight
Carlyle Group Inc. stock logo
CG
Carlyle Group
8/6/2026Boost Price Target$49.84$64.00Overweight
TPG Inc. stock logo
TPG
TPG
8/5/2026Boost Price Target$48.98$64.00Overweight
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
8/5/2026Boost Price Target$133.03$157.00Overweight
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
8/3/2026Boost Price Target$33.91$36.00Equal Weight
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
8/3/2026Boost Price Target$310.23$354.00Overweight
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
8/3/2026Boost Price Target$33.91$36.00Equal Weight
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
8/3/2026Lower Price Target$111.75$103.00Underweight
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
7/31/2026Lower Price Target$165.51$135.00Underweight
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
7/31/2026Set Price Target$97.80$113.00
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
7/31/2026Boost Price Target$339.17$401.00Overweight
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
7/31/2026Reiterated Rating$156.26$182.00Overweight
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
7/31/2026Lower Price Target$163.58$95.00Underweight
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
7/31/2026Boost Price Target$101.04$135.00Overweight
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
7/31/2026Boost Price Target$10.15$10.00Equal Weight
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
7/31/2026Lower Price Target$97.80$113.00Equal Weight
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
7/30/2026Lower Price Target$89.84$105.00Overweight
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
7/30/2026Set Price Target$89.84$105.00
Invesco Ltd. stock logo
IVZ
Invesco
7/29/2026Boost Price Target$29.41$32.00Equal Weight
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
7/24/2026Reiterated Rating$90.42$111.00Overweight
Blackstone Inc. stock logo
BX
Blackstone
7/24/2026Boost Price Target$124.67$128.00Equal Weight
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
7/23/2026Boost Price Target$164.84$196.00Overweight
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
7/22/2026Set Price Target$94.42$114.00Overweight
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
7/22/2026Boost Price Target$100.05$125.00Overweight
BlackRock stock logo
BLK
BlackRock
7/15/2026Boost Price Target$1,093.93$1,450.00Overweight
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
7/14/2026Boost Price Target$156.72$141.00Underweight
Victory Capital Holdings, Inc. stock logo
VCTR
Victory Capital
7/14/2026Boost Price Target$91.98$95.00Equal Weight
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
7/14/2026Boost Price Target$113.65$108.00Underweight
Invesco Ltd. stock logo
IVZ
Invesco
7/14/2026Boost Price Target$28.37$31.00Equal Weight
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
7/14/2026Boost Price Target$32.86$34.00Equal Weight
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
7/10/2026Boost Price Target$96.12$124.00Overweight
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
7/9/2026Boost Price Target$118.24$132.00Overweight
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
7/9/2026Lower Price Target$133.63$180.00Overweight
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
7/9/2026Boost Price Target$94.53$108.00Overweight
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
7/9/2026Lower Price Target$156.78$99.00Underweight
CME Group Inc. stock logo
CME
CME Group
7/9/2026Lower Price Target$238.30$270.00Equal Weight
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Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
7/9/2026Lower Price Target$262.72$347.00Overweight
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
7/9/2026Lower Price Target$9.20$9.00Equal Weight
Blackstone Inc. stock logo
BX
Blackstone
7/9/2026Lower Price Target$119.24$119.00Equal Weight
BlackRock stock logo
BLK
BlackRock
7/9/2026Boost Price Target$995.71$1,340.00Overweight
Ares Management Corporation stock logo
ARES
Ares Management
7/9/2026Lower Price Target$118.28$139.00Overweight
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
7/9/2026Lower Price Target$98.26$114.00Equal Weight
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
7/9/2026Lower Price Target$102.26$122.00Overweight
Carlyle Group Inc. stock logo
CG
Carlyle Group
7/9/2026Lower Price Target$43.72$57.00Overweight
StepStone Group Inc. stock logo
STEP
StepStone Group
7/9/2026Lower Price Target$42.65$60.00Overweight
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
7/9/2026Boost Price Target$115.89$122.00Overweight
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
7/9/2026Boost Price Target$168.98$192.00Overweight
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
7/9/2026Lower Price Target$85.34$108.00Overweight
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
7/9/2026Lower Price Target$113.53$132.00Equal Weight
MRX
Marex Group plc Ordinary Shares
7/9/2026Boost Price Target$69.20$76.00Overweight
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
7/9/2026Lower Price Target$311.12$394.00Overweight
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
6/22/2026Set Price Target$98.63$109.00
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
6/17/2026Reiterated Rating$169.27Underweight
StepStone Group Inc. stock logo
STEP
StepStone Group
5/21/2026Boost Price Target$52.00$62.00Overweight
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
5/15/2026Boost Price Target$89.47$127.00Overweight
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
5/11/2026Lower Price Target$147.53$170.00Equal Weight
MRX
Marex Group plc Ordinary Shares
5/11/2026Boost Price Target$56.51$60.00Overweight
Victory Capital Holdings, Inc. stock logo
VCTR
Victory Capital
5/8/2026Boost Price Target$83.69$85.00Equal Weight
Ridgepost Capital, Inc stock logo
RPC
Ridgepost Capital
5/8/2026Boost Price Target$8.43$12.00Overweight
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
5/8/2026Lower Price Target$192.96$107.00Underweight
Carlyle Group Inc. stock logo
CG
Carlyle Group
5/8/2026Lower Price Target$49.88$63.00Overweight
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
5/7/2026Boost Price Target$129.59$131.00Overweight
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
5/6/2026Lower Price Target$100.66$122.00Overweight
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
5/4/2026Lower Price Target$135.33$125.00Underweight
TPG Inc. stock logo
TPG
TPG
5/4/2026Boost Price Target$44.22$58.00Overweight
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
5/4/2026Boost Price Target$326.96$382.00Overweight
Ares Management Corporation stock logo
ARES
Ares Management
5/4/2026Boost Price Target$119.26$140.00Overweight
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
5/1/2026Boost Price Target$102.88$89.00Underweight
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
5/1/2026Boost Price Target$334.13$412.00Overweight
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
5/1/2026Reiterated Rating$158.16$201.00Overweight
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
5/1/2026Boost Price Target$9.74$10.00Equal Weight
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
4/30/2026Set Price Target$118.12$118.00
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
4/30/2026Lower Price Target$114.50$118.00Equal Weight
Invesco Ltd. stock logo
IVZ
Invesco
4/29/2026Boost Price Target$25.83$26.00Equal Weight
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
4/29/2026Set Price Target$29.43$31.00Equal Weight
AllianceBernstein Holding L.P. stock logo
AB
AllianceBernstein
4/29/2026Lower Price Target$39.31$39.00Equal Weight
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
4/29/2026Lower Price Target$70.44$82.00Overweight
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
4/29/2026Upgrade$29.45$31.00Hold
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
4/23/2026Reiterated Rating$154.14$182.00Overweight
CME Group Inc. stock logo
CME
CME Group
4/23/2026Lower Price Target$285.71$316.00Equal Weight
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
4/22/2026Boost Price Target$79.62$93.00Overweight
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
4/17/2026Lower Price Target$140.57$128.00Underweight
Victory Capital Holdings, Inc. stock logo
VCTR
Victory Capital
4/17/2026Boost Price Target$72.05$74.00Negative
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
4/17/2026Lower Price Target$95.75$87.00Underweight
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
4/17/2026Boost Price Target$26.52$26.00Underweight
Invesco Ltd. stock logo
IVZ
Invesco
4/17/2026Lower Price Target$24.74$24.00Equal Weight
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AllianceBernstein Holding L.P. stock logo
AB
AllianceBernstein
4/17/2026Lower Price Target$38.98$40.00Equal Weight
BlackRock stock logo
BLK
BlackRock
4/15/2026Boost Price Target$1,054.80$1,310.00Overweight
CME Group Inc. stock logo
CME
CME Group
4/13/2026Lower Price Target$298.11$343.00Equal Weight
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
4/8/2026Downgrade$175.18$140.00Underweight
BlackRock stock logo
BLK
BlackRock
4/8/2026Lower Price Target$956.52$1,290.00Overweight
Blackstone Inc. stock logo
BX
Blackstone
4/8/2026Lower Price Target$112.58$124.00Equal Weight
CME Group Inc. stock logo
CME
CME Group
4/8/2026Boost Price Target$301.98$344.00Equal Weight
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
4/8/2026Boost Price Target$291.22$351.00Overweight
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
4/8/2026Lower Price Target$8.42$9.00Equal Weight
Ares Management Corporation stock logo
ARES
Ares Management
4/8/2026Lower Price Target$101.20$127.00Overweight
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
4/8/2026Lower Price Target$107.03$125.00Overweight
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
4/8/2026Boost Price Target$88.80$116.00Overweight
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
4/8/2026Lower Price Target$310.56$369.00Overweight
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
4/8/2026Boost Price Target$167.88$198.00Overweight
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
4/8/2026Boost Price Target$71.69$85.00Overweight
StepStone Group Inc. stock logo
STEP
StepStone Group
4/8/2026Boost Price Target$49.44$61.00Overweight
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
4/8/2026Lower Price Target$73.05$89.00Overweight
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
4/8/2026Lower Price Target$146.75$174.00Overweight
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
4/8/2026Lower Price Target$127.03$121.00Equal Weight
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
4/8/2026Lower Price Target$95.98$117.00Overweight
Carlyle Group Inc. stock logo
CG
Carlyle Group
4/8/2026Lower Price Target$48.61$67.00Overweight
StepStone Group Inc. stock logo
STEP
StepStone Group
3/2/2026Upgrade$43.14$55.00Overweight
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
3/2/2026Reiterated Rating$10.54$11.00Equal Weight
Blackstone Inc. stock logo
BX
Blackstone
3/2/2026Lower Price Target$113.36$126.00Equal Weight
Ridgepost Capital, Inc stock logo
RPC
Ridgepost Capital
3/2/2026Lower Price Target$7.95$11.00Overweight
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
3/2/2026Lower Price Target$87.22$127.00Overweight
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
3/2/2026Lower Price Target$104.82$131.00Overweight
Carlyle Group Inc. stock logo
CG
Carlyle Group
3/2/2026Lower Price Target$51.49$68.00Overweight
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
2/13/2026Lower Price Target$141.09$148.00Equal Weight
Ridgepost Capital, Inc stock logo
RPC
Ridgepost Capital
2/13/2026Lower Price Target$8.72$11.00Overweight
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
2/11/2026Lower Price Target$77.02$124.00Overweight
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
2/10/2026Lower Price Target$135.31$158.00Overweight
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
2/9/2026Reiterated Rating$140.67$142.00Underweight
Carlyle Group Inc. stock logo
CG
Carlyle Group
2/9/2026Boost Price Target$58.71$71.00Overweight
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
2/9/2026Lower Price Target$162.33$178.00Equal Weight
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
2/9/2026Set Price Target$273.36$317.00
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
2/9/2026Boost Price Target$273.36$317.00Overweight
Victory Capital Holdings, Inc. stock logo
VCTR
Victory Capital
2/6/2026Set Price Target$69.44$69.00
StepStone Group Inc. stock logo
STEP
StepStone Group
2/6/2026Set Price Target$59.17$67.00
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
2/6/2026Set Price Target$167.96$193.00Overweight
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
2/6/2026Lower Price Target$11.60$15.00Overweight
Ares Management Corporation stock logo
ARES
Ares Management
2/6/2026Lower Price Target$121.70$190.00Overweight
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
2/6/2026Lower Price Target$102.13$136.00Overweight
AllianceBernstein Holding L.P. stock logo
AB
AllianceBernstein
2/6/2026Boost Price Target$42.16$41.00Equal Weight
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
2/5/2026Set Price Target$97.07$94.00
CME Group Inc. stock logo
CME
CME Group
2/5/2026Boost Price Target$294.62$312.00Equal Weight
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
1/30/2026Reiterated Rating$98.09$115.00Overweight
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
1/30/2026Lower Price Target$362.71$434.00Overweight
Blackstone Inc. stock logo
BX
Blackstone
1/30/2026Lower Price Target$142.86$164.00Equal Weight
Invesco Ltd. stock logo
IVZ
Invesco
1/28/2026Lower Price Target$27.20$29.00Equal Weight
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TPG Inc. stock logo
TPG
TPG
1/28/2026Initiated Coverage$59.84$78.00Overweight
TPG Inc. stock logo
TPG
TPG
1/28/2026Initiated Coverage$59.37$78.00Overweight
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
1/26/2026Boost Price Target$102.24$126.00Overweight
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
1/22/2026Boost Price Target$101.84$125.00Overweight
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
1/21/2026Set Price Target$71.51$83.00Overweight
BlackRock stock logo
BLK
BlackRock
1/16/2026Boost Price Target$1,157.55$1,350.00Overweight
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
1/15/2026Boost Price Target$169.84$166.00Underweight
Invesco Ltd. stock logo
IVZ
Invesco
1/15/2026Boost Price Target$28.23$30.00Equal Weight
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
1/15/2026Boost Price Target$25.62$25.00Underweight
AllianceBernstein Holding L.P. stock logo
AB
AllianceBernstein
1/15/2026Lower Price Target$39.40$39.00Equal Weight
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
1/15/2026Lower Price Target$107.41$101.00Underweight
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
1/14/2026Set Price Target$266.33$281.00
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
1/9/2026Lower Price Target$15.69$18.00Overweight
Ares Management Corporation stock logo
ARES
Ares Management
1/9/2026Boost Price Target$175.83$222.00Overweight
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
1/9/2026Lower Price Target$146.30$168.00Overweight
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
1/9/2026Lower Price Target$133.92$159.00Overweight
Blackstone Inc. stock logo
BX
Blackstone
1/9/2026Lower Price Target$155.70$171.00Equal Weight
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
1/8/2026Boost Price Target$101.90$120.00Overweight
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
1/8/2026Set Price Target$100.41$115.00Overweight
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
1/8/2026Lower Price Target$173.71$182.00Equal Weight
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
1/8/2026Lower Price Target$359.38$444.00Overweight
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
1/8/2026Set Price Target$162.02$182.00Overweight
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
1/8/2026Set Price Target$71.34$82.00Overweight
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
1/8/2026Lower Price Target$245.93$258.00Equal Weight
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
1/8/2026Set Price Target$255.16$295.00
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
1/8/2026Lower Price Target$255.16$295.00Overweight
BlackRock stock logo
BLK
BlackRock
1/8/2026Lower Price Target$1,075.62$1,300.00Overweight
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
1/8/2026Boost Price Target$103.98$124.00Equal Weight
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
1/8/2026Lower Price Target$115.39$159.00Overweight
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
12/12/2025Lower Price Target$168.60$158.00Underweight
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
12/12/2025Lower Price Target$97.00$111.00Overweight
Carlyle Group Inc. stock logo
CG
Carlyle Group
12/12/2025Boost Price Target$60.18$68.00Overweight
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
12/12/2025Boost Price Target$104.96$102.00Underweight
StepStone Group Inc. stock logo
STEP
StepStone Group
12/12/2025Boost Price Target$65.67$71.00Equal Weight
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
12/12/2025Reiterated Rating$93.85$114.00Overweight
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
12/12/2025Boost Price Target$387.45$453.00Overweight
Invesco Ltd. stock logo
IVZ
Invesco
12/12/2025Boost Price Target$26.99$28.00Equal Weight
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
12/12/2025Reiterated Rating$66.06$81.00Overweight
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
12/12/2025Boost Price Target$23.47$22.00Underweight
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
12/12/2025Lower Price Target$269.02$291.00Equal Weight
CME Group Inc. stock logo
CME
CME Group
12/12/2025Boost Price Target$272.40$304.00Equal Weight
Blackstone Inc. stock logo
BX
Blackstone
12/12/2025Boost Price Target$154.05$172.00Equal Weight
BlackRock stock logo
BLK
BlackRock
12/12/2025Lower Price Target$1,102.61$1,340.00Overweight
Ares Management Corporation stock logo
ARES
Ares Management
12/12/2025Boost Price Target$176.62$218.00Overweight
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
12/12/2025Downgrade$108.01$121.00Equal Weight
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
12/12/2025Boost Price Target$136.79$169.00Overweight
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
12/12/2025Boost Price Target$148.30$172.00Overweight
AllianceBernstein Holding L.P. stock logo
AB
AllianceBernstein
12/12/2025Boost Price Target$40.19$42.00Equal Weight
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
12/12/2025Boost Price Target$119.13$171.00Overweight
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
12/10/2025Set Price Target$250.77$310.00
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Apollo Global Management Inc. stock logo
APO
Apollo Global Management
11/25/2025Boost Price Target$130.07$159.00Overweight
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
11/11/2025Boost Price Target$120.52$154.00Overweight
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
11/10/2025Boost Price Target$169.40$188.00Equal Weight
StepStone Group Inc. stock logo
STEP
StepStone Group
11/7/2025Lower Price Target$58.77$69.00Equal Weight
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
11/6/2025Boost Price Target$131.74$168.00Overweight
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
11/5/2025Boost Price Target$130.40$158.00Overweight
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
11/3/2025Set Price Target$102.53$101.00
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
11/3/2025Set Price Target$246.10$287.00
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
11/3/2025Boost Price Target$245.63$273.00Equal Weight
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
10/31/2025Set Price Target$104.15$132.00
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
10/31/2025Lower Price Target$104.15$132.00Overweight
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
10/31/2025Boost Price Target$338.49$420.00Overweight
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
10/31/2025Set Price Target$148.39$183.00Overweight
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
10/31/2025Lower Price Target$328.51$357.00Equal Weight
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
10/31/2025Lower Price Target$15.87$19.00Overweight
Invesco Ltd. stock logo
IVZ
Invesco
10/29/2025Boost Price Target$24.07$25.00Equal Weight
Blackstone Inc. stock logo
BX
Blackstone
10/24/2025Lower Price Target$156.79$165.00Equal Weight
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
10/22/2025Set Price Target$89.15$109.00Overweight
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
10/21/2025Lower Price Target$180.19$175.00Underweight
Victory Capital Holdings, Inc. stock logo
VCTR
Victory Capital
10/21/2025Lower Price Target$65.51$68.00Equal Weight
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
10/21/2025Boost Price Target$104.24$103.00Underweight
Invesco Ltd. stock logo
IVZ
Invesco
10/21/2025Boost Price Target$22.83$24.00Equal Weight
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
10/21/2025Lower Price Target$22.65$20.00Underweight
AllianceBernstein Holding L.P. stock logo
AB
AllianceBernstein
10/21/2025Lower Price Target$39.61$40.00Equal Weight
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
10/17/2025Set Price Target$68.52$80.00Overweight
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
10/17/2025Boost Price Target$93.69$115.00Overweight
BlackRock stock logo
BLK
BlackRock
10/15/2025Boost Price Target$1,193.23$1,360.00Overweight
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
10/8/2025Reiterated Rating$161.76$201.00Overweight
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
10/8/2025Reiterated Rating$93.94$114.00Overweight
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
10/8/2025Lower Price Target$317.32$411.00Overweight
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
10/8/2025Reiterated Rating$69.35$81.00Overweight
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
10/8/2025Lower Price Target$375.78$361.00Equal Weight
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
10/8/2025Reiterated Rating$88.44$108.00Overweight
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
10/8/2025Lower Price Target$168.14$186.00Equal Weight
CME Group Inc. stock logo
CME
CME Group
10/8/2025Lower Price Target$263.60$280.00Equal Weight
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
10/8/2025Set Price Target$240.90$264.00
BlackRock stock logo
BLK
BlackRock
10/8/2025Boost Price Target$1,166.90$1,310.00Overweight
StepStone Group Inc. stock logo
STEP
StepStone Group
10/8/2025Set Price Target$64.64$70.00
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
10/8/2025Lower Price Target$16.13$21.00Overweight
Blackstone Inc. stock logo
BX
Blackstone
10/8/2025Lower Price Target$164.83$171.00Equal Weight
Ares Management Corporation stock logo
ARES
Ares Management
10/8/2025Lower Price Target$148.78$187.00Overweight
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
10/8/2025Lower Price Target$125.91$147.00Overweight
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
10/8/2025Boost Price Target$238.95$264.00Equal Weight
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
9/2/2025Lower Price Target$364.48$460.00Overweight
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
8/15/2025Boost Price Target$324.89$365.00Equal Weight
StepStone Group Inc. stock logo
STEP
StepStone Group
8/8/2025Boost Price Target$58.13$63.00Equal Weight
Carlyle Group Inc. stock logo
CG
Carlyle Group
8/7/2025Reiterated Rating$62.90$74.00Overweight
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
8/7/2025Lower Price Target$188.16$200.00Equal Weight
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
8/4/2025Boost Price Target$248.84$256.00Equal Weight
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
8/4/2025Boost Price Target$144.36$165.00Overweight
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
8/4/2025Reiterated Rating$25.11$23.00Underweight
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
8/4/2025Reiterated Rating$105.65$95.00Underweight
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
8/1/2025Lower Price Target$377.76$352.00Equal Weight
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
8/1/2025Boost Price Target$378.50$463.00Overweight
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
8/1/2025Boost Price Target$182.79$212.00Overweight
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
7/31/2025Boost Price Target$103.05$120.00Overweight
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
7/30/2025Reiterated Rating$141.65Overweight
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
7/25/2025Boost Price Target$94.20$109.00Overweight
Blackstone Inc. stock logo
BX
Blackstone
7/25/2025Boost Price Target$179.82$181.00Equal Weight
AllianceBernstein Holding L.P. stock logo
AB
AllianceBernstein
7/25/2025Boost Price Target$43.16$42.00Equal Weight
CME Group Inc. stock logo
CME
CME Group
7/24/2025Set Price Target$276.48$298.00Equal Weight
Invesco Ltd. stock logo
IVZ
Invesco
7/23/2025Boost Price Target$21.18$22.00Equal Weight
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
7/18/2025Boost Price Target$93.12$113.00Overweight
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
7/18/2025Boost Price Target$62.81$73.00Overweight
Invesco Ltd. stock logo
IVZ
Invesco
7/16/2025Boost Price Target$16.75$17.00Equal Weight
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
7/16/2025Boost Price Target$24.12$20.00Underweight
AllianceBernstein Holding L.P. stock logo
AB
AllianceBernstein
7/16/2025Boost Price Target$40.42$40.00Equal Weight
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
7/16/2025Boost Price Target$204.83$190.00Underweight
Victory Capital Holdings, Inc. stock logo
VCTR
Victory Capital
7/16/2025Boost Price Target$68.62$68.00Equal Weight
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
7/16/2025Boost Price Target$101.62$91.00Underweight
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
7/10/2025Boost Price Target$382.54$359.00Equal Weight
CME Group Inc. stock logo
CME
CME Group
7/10/2025Boost Price Target$275.59$299.00Equal Weight
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
7/10/2025Lower Price Target$233.20$243.00Equal Weight
Blackstone Inc. stock logo
BX
Blackstone
7/10/2025Boost Price Target$163.01$168.00Equal Weight
BlackRock stock logo
BLK
BlackRock
7/10/2025Boost Price Target$1,103.12$1,220.00Overweight
Ares Management Corporation stock logo
ARES
Ares Management
7/10/2025Boost Price Target$179.89$200.00Overweight
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
7/10/2025Boost Price Target$149.34$168.00Overweight
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
7/10/2025Boost Price Target$96.98$102.00Overweight
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
7/10/2025Boost Price Target$90.41$101.00Overweight
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
7/10/2025Lower Price Target$218.33$237.00Equal Weight
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
7/10/2025Boost Price Target$381.56$460.00Overweight
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
7/10/2025Boost Price Target$143.08$155.00Overweight
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
7/10/2025Boost Price Target$181.95$206.00Overweight
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
7/10/2025Reiterated Rating$58.78$65.00Overweight
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
7/10/2025Boost Price Target$93.02$106.00Overweight
Carlyle Group Inc. stock logo
CG
Carlyle Group
7/10/2025Reiterated Rating$58.51$64.00Overweight
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
7/10/2025Lower Price Target$134.68$152.00Overweight
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
6/9/2025Boost Price Target$383.53$450.00Overweight
Invesco Ltd. stock logo
IVZ
Invesco
6/9/2025Boost Price Target$14.83$15.00Equal Weight
StepStone Group Inc. stock logo
STEP
StepStone Group
5/27/2025Set Price Target$58.29$62.00Equal Weight
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
5/12/2025Boost Price Target$207.35$202.00Equal Weight
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
5/12/2025Boost Price Target$376.75$400.00Overweight
Victory Capital Holdings, Inc. stock logo
VCTR
Victory Capital
5/12/2025Boost Price Target$62.72$62.00Equal Weight
P10, Inc. stock logo
PX
P10
5/9/2025Boost Price Target$11.75$14.00Overweight
Carlyle Group Inc. stock logo
CG
Carlyle Group
5/9/2025Boost Price Target$42.15$49.00Overweight
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
5/8/2025Boost Price Target$228.64$240.00Equal Weight
Ares Management Corporation stock logo
ARES
Ares Management
5/6/2025Boost Price Target$160.87$182.00Overweight
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
5/5/2025Boost Price Target$20.04$19.00Underweight
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
5/5/2025Boost Price Target$135.49$156.00Overweight
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
5/5/2025Boost Price Target$92.17$90.00Underweight
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
5/2/2025Boost Price Target$117.00$141.00Overweight
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
5/2/2025Boost Price Target$173.29$198.00Overweight
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
4/28/2025Set Price Target$153.11$150.00Underweight
AllianceBernstein Holding L.P. stock logo
AB
AllianceBernstein
4/25/2025Boost Price Target$37.93$37.00Equal Weight
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
4/25/2025Lower Price Target$74.74$84.00Overweight
Invesco Ltd. stock logo
IVZ
Invesco
4/23/2025Boost Price Target$13.49$14.00Equal Weight
CME Group Inc. stock logo
CME
CME Group
4/23/2025Boost Price Target$261.48$283.00Equal Weight
Blackstone Inc. stock logo
BX
Blackstone
4/21/2025Boost Price Target$121.36$136.00Equal Weight
Invesco Ltd. stock logo
IVZ
Invesco
4/16/2025Lower Price Target$13.09$13.00Equal Weight
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
4/16/2025Lower Price Target$17.99$17.00Underweight
AllianceBernstein Holding L.P. stock logo
AB
AllianceBernstein
4/16/2025Boost Price Target$37.13$36.00Equal Weight
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
4/16/2025Boost Price Target$43.36$48.25Overweight
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
4/16/2025Lower Price Target$154.12$149.00Underweight
Victory Capital Holdings, Inc. stock logo
VCTR
Victory Capital
4/16/2025Lower Price Target$57.40$59.00Equal Weight
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
4/16/2025Lower Price Target$87.58$85.00Underweight
BlackRock stock logo
BLK
BlackRock
4/14/2025Boost Price Target$892.82$990.00Overweight
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
4/14/2025Lower Price Target$72.96$86.00Overweight
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
4/11/2025Lower Price Target$101.40$129.00Overweight
AllianceBernstein Holding L.P. stock logo
AB
AllianceBernstein
4/8/2025Reiterated Rating$34.10$34.00Equal Weight
BlackRock stock logo
BLK
BlackRock
4/7/2025Lower Price Target$819.74$950.00Overweight
Ares Management Corporation stock logo
ARES
Ares Management
4/7/2025Lower Price Target$119.26$142.00Overweight
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
4/7/2025Lower Price Target$110.74$145.00Overweight
StepStone Group Inc. stock logo
STEP
StepStone Group
4/7/2025Lower Price Target$43.07$48.00Equal Weight
P10, Inc. stock logo
PX
P10
4/7/2025Lower Price Target$9.71$13.00Overweight
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
4/7/2025Lower Price Target$69.02$87.00Overweight
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
4/7/2025Boost Price Target$217.58$232.00Equal Weight
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
4/7/2025Lower Price Target$289.69$365.00Overweight
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
4/7/2025Lower Price Target$36.37$47.00Overweight
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
4/7/2025Lower Price Target$158.44$169.00Equal Weight
CME Group Inc. stock logo
CME
CME Group
4/7/2025Boost Price Target$255.80$279.00Equal Weight
Blackstone Inc. stock logo
BX
Blackstone
4/7/2025Lower Price Target$123.58$129.00Equal Weight
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
4/7/2025Boost Price Target$128.93$177.00Overweight
Carlyle Group Inc. stock logo
CG
Carlyle Group
4/7/2025Lower Price Target$36.13$43.00Overweight
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
2/24/2025Initiated Coverage$22.08$29.00Overweight
CME Group Inc. stock logo
CME
CME Group
2/13/2025Boost Price Target$248.96$263.00Equal Weight
P10, Inc. stock logo
PX
P10
2/13/2025Lower Price Target$12.91$15.00Overweight
Carlyle Group Inc. stock logo
CG
Carlyle Group
2/12/2025Lower Price Target$49.58$55.00Overweight
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
2/7/2025Lower Price Target$124.35$149.00Overweight
StepStone Group Inc. stock logo
STEP
StepStone Group
2/7/2025Boost Price Target$64.48$69.00Equal Weight
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
2/7/2025Lower Price Target$201.37$225.00Equal Weight
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
2/7/2025Boost Price Target$166.95$189.00Overweight
Ares Management Corporation stock logo
ARES
Ares Management
2/6/2025Lower Price Target$189.71$217.00Overweight
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
2/5/2025Lower Price Target$149.79$181.00Overweight
Blackstone Inc. stock logo
BX
Blackstone
1/31/2025Lower Price Target$177.78$186.00Equal Weight
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
1/31/2025Boost Price Target$361.80$414.00Overweight
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
1/30/2025Lower Price Target$81.73$95.00Overweight
Ares Management Corporation stock logo
ARES
Ares Management
1/27/2025Reiterated Rating$197.39$224.00Overweight
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
1/22/2025Boost Price Target$48.21$57.75Overweight
Blackstone Inc. stock logo
BX
Blackstone
1/13/2025Lower Price Target$161.44$192.00Equal Weight
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
1/13/2025Boost Price Target$328.00$379.00Overweight
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
1/13/2025Boost Price Target$45.77$56.00Overweight
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
1/13/2025Boost Price Target$131.08$154.00Overweight
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
1/13/2025Lower Price Target$75.62$96.00Overweight
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
1/13/2025Lower Price Target$214.70$256.00Equal Weight
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
1/13/2025Lower Price Target$142.73$179.00Overweight
P10, Inc. stock logo
PX
P10
1/13/2025Boost Price Target$12.71$16.00Overweight
Carlyle Group Inc. stock logo
CG
Carlyle Group
1/13/2025Boost Price Target$50.49$60.00Overweight