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Chris Kotowski

Chris Kotowski Analyst Performance

Managing Director at Oppenheimer

Chris Kotowski is a stock analyst at Oppenheimer focused in the finance sector, covering 30 publicly traded companies. Over the past year, Chris Kotowski has issued 82 stock ratings, including buy, hold, and sell recommendations. While full access to Chris Kotowski'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 Chris Kotowski'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
211 Last 11 Years
Buy Recommendations
83.57% 173 Buy Ratings
Companies Covered
30 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy83.6%173 ratings
Hold15.5%32 ratings
Sell1.0%2 ratings

Out of 207 total stock ratings issued by Chris Kotowski at Oppenheimer, the majority (83.6%) have been Buy recommendations, followed by 15.5% Hold and 1.0% Sell.

Exchange Coverage

ExchangePercentageCount
NYSE
63.3% of companies on NYSE
19 companies
NASDAQ
33.3% of companies on NASDAQ
10 companies
OTCMKTS
3.3% of companies on OTCMKTS
1 company

Chris Kotowski, an analyst at Oppenheimer, currently covers 30 companies listed on NYSE, NASDAQ and OTCMKTS, with the majority traded on NYSE.

Coverage Focus

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

Chris Kotowski of Oppenheimer specializes in stock coverage within the Finance sector, with additional focus on Materials companies.

Coverage Industries

IndustryPercentage
CAPITAL MARKETS
21 companies
70.0%
BANKS
7 companies
23.3%
CHEMICALS
1 company
3.3%
MORTGAGE REAL ESTATE INVESTMENT TRUSTS (REITS)
1 company
3.3%

About Chris Kotowski

Chris Kotowski is Managing Director and Senior Analyst covering the Large Cap Banks & Brokers, Private Equity companies, and the Business Development Corporations. Chris originally joined Oppenheimer in 1985 as a research associate in the banks franchise and was promoted to Senior Bank Analyst two years later. Over the next nine years, he led a team of four in covering over 45 stocks supporting both large cap institutional efforts and the firm's small cap franchise. During this time, he was often represented in Institutional Investor's annual rankings and was consistently ranked among the firm's top analysts. He served as Associate Director of Research and then as Director of Research at Oppenheimer and CIBC World Markets. In 2004, Chris joined Leerink Swann & Co. where he served as Director of Research and Head of Institutional Equities. In 2009, he returned to his roots, re-joining Oppenheimer as Senior Analyst covering the Large Cap Banks & Brokers, and has subsequently expanded his coverage into the PE and BDC sectors.
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Chris Kotowski's Ratings History at Oppenheimer

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
8/5/2026Boost Price Target$101.61$182.00Outperform
Ares Management Corporation stock logo
ARES
Ares Management
8/3/2026Boost Price Target$132.46$151.00Outperform
WisdomTree, Inc. stock logo
WT
WisdomTree
8/3/2026Boost Price Target$20.13$22.00Outperform
Ares Management Corporation stock logo
ARES
Ares Management
7/17/2026Lower Price Target$124.51$140.00Outperform
GCM Grosvenor Inc. stock logo
GCMG
GCM Grosvenor
7/17/2026Lower Price Target$13.04$17.00Outperform
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
7/17/2026Lower Price Target$9.40$15.00Outperform
U.S. Bancorp stock logo
USB
U.S. Bancorp
7/17/2026Boost Price Target$63.88$77.00Outperform
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
7/17/2026Lower Price Target$100.88$139.00Outperform
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
7/17/2026Lower Price Target$85.17$174.00Outperform
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
7/16/2026Boost Price Target$254.94$281.00Outperform
U.S. Bancorp stock logo
USB
U.S. Bancorp
6/30/2026Lower Price Target$60.69$73.00Outperform
Citigroup Inc. stock logo
C
Citigroup
6/30/2026Downgrade$142.61Market Perform
Bank of America Corporation stock logo
BAC
Bank of America
6/30/2026Downgrade$57.94Market Perform
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
6/30/2026Downgrade$1,022.03Underperform
Morgan Stanley stock logo
MS
Morgan Stanley
6/30/2026Downgrade$212.17Underperform
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
6/30/2026Boost Price Target$246.90$271.00Outperform
Jefferies Financial Group Inc. stock logo
JEF
Jefferies Financial Group
6/25/2026Lower Price Target$53.43$83.00Outperform
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
6/18/2026Lower Price Target$82.28$176.00Outperform
Jefferies Financial Group Inc. stock logo
JEF
Jefferies Financial Group
6/12/2026Boost Price Target$59.66$87.00Outperform
Pershing Square Inc. stock logo
PS
Pershing Square
5/26/2026Initiated Coverage$35.50Market Perform
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
5/22/2026Boost Price Target$90.14$179.00Outperform
StepStone Group Inc. stock logo
STEP
StepStone Group
5/21/2026Lower Price Target$54.75$85.00Outperform
GCM Grosvenor Inc. stock logo
GCMG
GCM Grosvenor
5/11/2026Boost Price Target$11.52$18.00Outperform
Citigroup Inc. stock logo
C
Citigroup
5/8/2026Reiterated Rating$131.38$145.00Outperform
Ares Management Corporation stock logo
ARES
Ares Management
5/4/2026Reiterated Rating$121.13$146.00Outperform
WisdomTree, Inc. stock logo
WT
WisdomTree
4/29/2026Boost Price Target$16.53$21.00Outperform
U.S. Bancorp stock logo
USB
U.S. Bancorp
4/29/2026Boost Price Target$55.75$74.00Outperform
Blackstone Inc. stock logo
BX
Blackstone
4/24/2026Boost Price Target$122.34$156.00Outperform
U.S. Bancorp stock logo
USB
U.S. Bancorp
4/17/2026Boost Price Target$55.45$73.00Outperform
Bank of America Corporation stock logo
BAC
Bank of America
4/16/2026Boost Price Target$54.31$61.00Outperform
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
4/16/2026Boost Price Target$220.49$268.00Outperform
Citigroup Inc. stock logo
C
Citigroup
4/15/2026Boost Price Target$129.68$144.00Outperform
Blackstone Inc. stock logo
BX
Blackstone
4/13/2026Upgrade$114.86$154.00Outperform
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
4/13/2026Lower Price Target$97.39$171.00Outperform
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
4/13/2026Lower Price Target$8.44$16.00Outperform
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
4/13/2026Lower Price Target$96.25$140.00Outperform
GCM Grosvenor Inc. stock logo
GCMG
GCM Grosvenor
4/13/2026Lower Price Target$9.80$17.00Outperform
Ares Management Corporation stock logo
ARES
Ares Management
4/13/2026Lower Price Target$105.57$147.00Outperform
StepStone Group Inc. stock logo
STEP
StepStone Group
4/13/2026Lower Price Target$48.80$90.00Outperform
U.S. Bancorp stock logo
USB
U.S. Bancorp
3/27/2026Lower Price Target$51.33$71.00Outperform
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The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
3/27/2026Lower Price Target$205.29$263.00Outperform
Citigroup Inc. stock logo
C
Citigroup
3/27/2026Lower Price Target$111.64$132.00Outperform
Bank of America Corporation stock logo
BAC
Bank of America
3/27/2026Lower Price Target$48.15$58.00Outperform
WisdomTree, Inc. stock logo
WT
WisdomTree
3/26/2026Lower Price Target$14.62$20.00Outperform
Jefferies Financial Group Inc. stock logo
JEF
Jefferies Financial Group
3/13/2026Lower Price Target$36.74$74.00Outperform
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
3/4/2026Lower Price Target$10.30$17.00Outperform
GCM Grosvenor Inc. stock logo
GCMG
GCM Grosvenor
2/11/2026Reiterated Rating$11.30$24.00Outperform
StepStone Group Inc. stock logo
STEP
StepStone Group
2/9/2026Lower Price Target$62.84$104.00Outperform
Ares Management Corporation stock logo
ARES
Ares Management
2/6/2026Lower Price Target$129.29$215.00Outperform
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
2/6/2026Lower Price Target$102.80$187.00Outperform
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
2/6/2026Lower Price Target$12.51$24.00Outperform
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
2/4/2026Boost Price Target$142.60$230.00Outperform
WisdomTree, Inc. stock logo
WT
WisdomTree
2/3/2026Boost Price Target$16.13$21.00Outperform
WisdomTree, Inc. stock logo
WT
WisdomTree
1/26/2026Boost Price Target$16.30$17.00Outperform
U.S. Bancorp stock logo
USB
U.S. Bancorp
1/21/2026Boost Price Target$55.44$77.00Outperform
StepStone Group Inc. stock logo
STEP
StepStone Group
1/20/2026Reiterated Rating$75.85$105.00Outperform
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
1/20/2026Reiterated Rating$151.71$220.00Outperform
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
1/20/2026Reiterated Rating$15.84$27.00Outperform
GCM Grosvenor Inc. stock logo
GCMG
GCM Grosvenor
1/20/2026Set Price Target$11.95$23.00Outperform
Ares Management Corporation stock logo
ARES
Ares Management
1/20/2026Reiterated Rating$168.16$224.00Outperform
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
1/20/2026Boost Price Target$224.34$284.00Outperform
Citigroup Inc. stock logo
C
Citigroup
1/15/2026Boost Price Target$112.26$144.00Outperform
Bank of America Corporation stock logo
BAC
Bank of America
12/18/2025Boost Price Target$54.97$63.00Outperform
Jefferies Financial Group Inc. stock logo
JEF
Jefferies Financial Group
12/11/2025Boost Price Target$61.86$97.00Outperform
Bank of America Corporation stock logo
BAC
Bank of America
11/19/2025Lower Price Target$51.92$55.00Outperform
U.S. Bancorp stock logo
USB
U.S. Bancorp
11/19/2025Lower Price Target$46.30$64.00Outperform
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
11/19/2025Lower Price Target$181.49$231.00Outperform
Citigroup Inc. stock logo
C
Citigroup
11/19/2025Lower Price Target$99.90$120.00Outperform
P10, Inc. stock logo
PX
P10
11/7/2025Reiterated Rating$10.33$22.00Outperform
Ares Management Corporation stock logo
ARES
Ares Management
11/4/2025Set Price Target$153.49$190.00Outperform
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
10/31/2025Set Price Target$15.58$25.00Outperform
Bank of America Corporation stock logo
BAC
Bank of America
10/16/2025Boost Price Target$52.52$57.00Outperform
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
10/16/2025Reiterated Rating$179.44$240.00Outperform
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
10/14/2025Set Price Target$122.84$181.00Outperform
Ares Management Corporation stock logo
ARES
Ares Management
10/14/2025Set Price Target$143.69$180.00Outperform
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
10/14/2025Lower Price Target$123.30$164.00Outperform
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
10/14/2025Lower Price Target$16.71$24.00Outperform
StepStone Group Inc. stock logo
STEP
StepStone Group
10/14/2025Lower Price Target$66.05$83.00Outperform
Bank of America Corporation stock logo
BAC
Bank of America
9/23/2025Lower Price Target$52.12$56.00Outperform
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
9/23/2025Lower Price Target$204.62$235.00Outperform
U.S. Bancorp stock logo
USB
U.S. Bancorp
9/23/2025Lower Price Target$49.35$66.00Outperform
Citigroup Inc. stock logo
C
Citigroup
9/23/2025Lower Price Target$102.74$123.00Outperform
StepStone Group Inc. stock logo
STEP
StepStone Group
8/11/2025Reiterated Rating$58.90$84.00Outperform
GCM Grosvenor Inc. stock logo
GCMG
GCM Grosvenor
8/8/2025Reiterated Rating$12.68Outperform
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
7/30/2025Upgrade$193.41$238.00Outperform
Citigroup Inc. stock logo
C
Citigroup
7/30/2025Boost Price Target$95.05$124.00Outperform
Bank of America Corporation stock logo
BAC
Bank of America
7/30/2025Boost Price Target$48.19$57.00Outperform
U.S. Bancorp stock logo
USB
U.S. Bancorp
7/30/2025Boost Price Target$46.06$67.00Outperform
WisdomTree, Inc. stock logo
WT
WisdomTree
7/22/2025Boost Price Target$13.36$15.00Outperform
U.S. Bancorp stock logo
USB
U.S. Bancorp
7/18/2025Boost Price Target$45.24$66.00Outperform
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Bank of America Corporation stock logo
BAC
Bank of America
7/17/2025Lower Price Target$46.00$55.00Outperform
Citigroup Inc. stock logo
C
Citigroup
7/16/2025Boost Price Target$90.22$123.00Outperform
StepStone Group Inc. stock logo
STEP
StepStone Group
7/14/2025Boost Price Target$59.95$81.00Outperform
P10, Inc. stock logo
PX
P10
7/14/2025Boost Price Target$10.90$21.00Outperform
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
7/14/2025Boost Price Target$140.11$162.00Outperform
GCM Grosvenor Inc. stock logo
GCMG
GCM Grosvenor
7/14/2025Boost Price Target$11.83$19.00Outperform
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
7/14/2025Boost Price Target$19.32$26.00Outperform
GCM Grosvenor Inc. stock logo
GCMG
GCM Grosvenor
5/9/2025Boost Price Target$12.55$17.00Outperform
U.S. Bancorp stock logo
USB
U.S. Bancorp
4/28/2025Boost Price Target$39.81$59.00Outperform
Citigroup Inc. stock logo
C
Citigroup
4/28/2025Boost Price Target$67.95$94.00Outperform
Bank of America Corporation stock logo
BAC
Bank of America
4/28/2025Boost Price Target$39.55$51.00Outperform
StepStone Group Inc. stock logo
STEP
StepStone Group
4/16/2025Set Price Target$46.77$67.00Outperform
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
4/16/2025Set Price Target$17.11$24.00Outperform
Carlyle Group Inc. stock logo
CG
Carlyle Group
3/19/2025Downgrade$42.20Market Perform
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
3/19/2025Downgrade$551.86Market Perform
Jefferies Financial Group Inc. stock logo
JEF
Jefferies Financial Group
3/19/2025Downgrade$58.44Market Perform
Monroe Capital Corporation stock logo
MRCC
Monroe Capital
3/4/2025Lower Price Target$8.20$8.00Market Perform
StepStone Group Inc. stock logo
STEP
StepStone Group
2/7/2025Boost Price Target$64.30$85.00Outperform
Bank of America Corporation stock logo
BAC
Bank of America
1/17/2025Boost Price Target$46.76$55.00Outperform
U.S. Bancorp stock logo
USB
U.S. Bancorp
1/17/2025Boost Price Target$48.15$63.00Outperform
U.S. Bancorp stock logo
USB
U.S. Bancorp
10/17/2024Boost Price Target$49.53$59.00Outperform