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Michael Brown Analyst Performance

Analyst at Keefe, Bruyette & Woods

Michael Brown is a stock analyst at Keefe, Bruyette & Woods focused in the finance sector, covering 29 publicly traded companies. Over the past year, Michael Brown has issued 121 stock ratings, including buy, hold, and sell recommendations. While full access to Michael Brown'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 Michael Brown'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
175 Last 10 Years
Buy Recommendations
41.18% 70 Buy Ratings
Companies Covered
29 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy41.2%70 ratings
Hold54.7%93 ratings
Sell4.1%7 ratings

Out of 170 total stock ratings issued by Michael Brown at Keefe, Bruyette & Woods, the majority (54.7%) have been Hold recommendations, followed by 41.2% Buy and 4.1% Sell.

Exchange Coverage

ExchangePercentageCount
NYSE
69.0% of companies on NYSE
20 companies
NASDAQ
31.0% of companies on NASDAQ
9 companies

Michael Brown, an analyst at Keefe, Bruyette & Woods, currently covers 29 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector IconSectorPercentage
Finance
26 companies
89.7%
Computer and Technology
2 companies
6.9%
Financial Services
1 company
3.4%

Michael Brown of Keefe, Bruyette & Woods specializes in stock coverage within the Finance sector, with additional focus on Computer and Technology and Financial Services companies.

Coverage Industries

IndustryPercentage
FIN - INVEST MGMT
11 companies
37.9%
FIN - MISC SVCS
8 companies
27.6%
FIN - INVEST BKRS
6 companies
20.7%
SECURITY AND COMMODITY BROKERS, DEALERS, EXCHANGES & SERVICES
1 company
3.4%
FIN - SBIC&COMMRL
1 company
3.4%
INTERNET SERVICES
1 company
3.4%
WIRELESS NATIONAL
1 company
3.4%

Michael Brown's Ratings History at Keefe, Bruyette & Woods

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
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
6/11/2026Reiterated Rating$9.42$9.50Neutral
Lazard, Inc. stock logo
LAZ
Lazard
6/9/2026Reiterated Rating$46.42$44.00Neutral
Pershing Square Inc. stock logo
PS
Pershing Square
5/26/2026Initiated Coverage$35.50$39.00Neutral
Pershing Square Inc. stock logo
PS
Pershing Square
5/26/2026Upgrade$39.08Hold
Horizon Technology Finance Corporation stock logo
HRZN
Horizon Technology Finance
5/18/2026Lower Price Target$4.06$4.25Neutral
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
5/8/2026Boost Price Target$130.09$158.00Buy
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
5/7/2026Set Price Target$151.22$160.00
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
5/6/2026Boost Price Target$100.85$126.00Buy
TPG Inc. stock logo
TPG
TPG
5/4/2026Boost Price Target$46.23$59.00Buy
Lazard, Inc. stock logo
LAZ
Lazard
5/4/2026Lower Price Target$43.85$44.00Neutral
Perella Weinberg Partners stock logo
PWP
Perella Weinberg Partners
5/4/2026Boost Price Target$20.61$23.50Outperform
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
5/1/2026Boost Price Target$9.97$9.50Neutral
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
5/1/2026Boost Price Target$318.63$395.00Buy
Evercore Inc stock logo
EVR
Evercore
4/30/2026Boost Price Target$320.36$330.00Neutral
PJT Partners Inc. stock logo
PJT
PJT Partners
4/29/2026Boost Price Target$153.00$160.00Neutral
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
4/23/2026Reiterated Rating$155.24$166.00Neutral
BlackRock stock logo
BLK
BlackRock
4/15/2026Boost Price Target$1,049.04$1,270.00Buy
BlackRock stock logo
BLK
BlackRock
4/9/2026Lower Price Target$1,004.69$1,235.00Buy
Perella Weinberg Partners stock logo
PWP
Perella Weinberg Partners
4/8/2026Upgrade$17.88$21.00Outperform
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
4/8/2026Upgrade$297.43$380.00Buy
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
4/8/2026Lower Price Target$147.73$158.00Neutral
Moelis & Company stock logo
MC
Moelis & Company
4/8/2026Lower Price Target$61.39$58.00Neutral
Lazard, Inc. stock logo
LAZ
Lazard
4/8/2026Lower Price Target$44.89$45.00Neutral
PJT Partners Inc. stock logo
PJT
PJT Partners
4/8/2026Boost Price Target$146.82$152.00Neutral
Stifel Financial Corporation stock logo
SF
Stifel Financial
4/8/2026Lower Price Target$76.97$89.00Buy
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
4/8/2026Lower Price Target$96.72$119.00Buy
StepStone Group Inc. stock logo
STEP
StepStone Group
4/2/2026Initiated Coverage$46.99$60.00Buy
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
3/12/2026Lower Price Target$139.51$163.00Neutral
Evercore Inc stock logo
EVR
Evercore
3/12/2026Lower Price Target$266.12$313.00Neutral
Jefferies Financial Group Inc. stock logo
JEF
Jefferies Financial Group
3/12/2026Lower Price Target$36.00$59.00Buy
PJT Partners Inc. stock logo
PJT
PJT Partners
3/12/2026Lower Price Target$128.81$151.00Neutral
Moelis & Company stock logo
MC
Moelis & Company
3/12/2026Lower Price Target$51.32$59.00Neutral
Lazard, Inc. stock logo
LAZ
Lazard
3/12/2026Lower Price Target$40.56$48.00Neutral
BlackRock stock logo
BLK
BlackRock
2/23/2026Upgrade$1,093.57$1,280.00Buy
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
2/20/2026Lower Price Target$120.08$152.00Buy
Ares Management Corporation stock logo
ARES
Ares Management
2/20/2026Set Price Target$127.73$148.00
Blackstone Inc. stock logo
BX
Blackstone
2/20/2026Lower Price Target$124.08$137.00Neutral
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
2/20/2026Lower Price Target$108.59$150.00Buy
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
2/20/2026Lower Price Target$11.06$12.00Neutral
TPG Inc. stock logo
TPG
TPG
2/20/2026Lower Price Target$44.41$60.00Buy
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Carlyle Group Inc. stock logo
CG
Carlyle Group
2/20/2026Lower Price Target$52.48$65.00Buy
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
2/20/2026Lower Price Target$100.90$125.00Buy
Perella Weinberg Partners stock logo
PWP
Perella Weinberg Partners
2/9/2026Boost Price Target$23.26$23.00Market Perform
Evercore Inc stock logo
EVR
Evercore
2/5/2026Boost Price Target$356.14$383.00Neutral
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
2/3/2026Set Price Target$376.33$500.00
Lazard, Inc. stock logo
LAZ
Lazard
1/30/2026Reiterated Rating$54.08$59.00Neutral
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
1/30/2026Reiterated Rating$169.33$196.00Neutral
Blackstone Inc. stock logo
BX
Blackstone
1/30/2026Set Price Target$141.87$171.00
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
1/22/2026Boost Price Target$101.84$125.00Buy
BlackRock stock logo
BLK
BlackRock
1/16/2026Set Price Target$1,157.55$1,280.00
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
1/13/2026Lower Price Target$15.51$16.50Neutral
Blackstone Inc. stock logo
BX
Blackstone
1/13/2026Lower Price Target$155.35$172.00Neutral
Ares Management Corporation stock logo
ARES
Ares Management
1/13/2026Lower Price Target$169.44$198.00Neutral
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
1/13/2026Lower Price Target$144.00$182.00Buy
Carlyle Group Inc. stock logo
CG
Carlyle Group
1/13/2026Boost Price Target$65.07$81.00Buy
TPG Inc. stock logo
TPG
TPG
1/13/2026Boost Price Target$65.94$83.00Buy
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
1/13/2026Lower Price Target$129.09$168.00Buy
BlackRock stock logo
BLK
BlackRock
1/12/2026Boost Price Target$1,086.27$1,218.00Neutral
TPG Inc. stock logo
TPG
TPG
1/7/2026Reiterated Rating$66.75Buy
Evercore Inc stock logo
EVR
Evercore
1/7/2026Boost Price Target$369.50$363.00Neutral
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
1/7/2026Boost Price Target$102.90$123.00Buy
Moelis & Company stock logo
MC
Moelis & Company
1/7/2026Boost Price Target$74.66$74.00Neutral
Jefferies Financial Group Inc. stock logo
JEF
Jefferies Financial Group
12/30/2025Reiterated Rating$62.65Buy
Blackstone Inc. stock logo
BX
Blackstone
12/24/2025Reiterated Rating$155.20Neutral
Perella Weinberg Partners stock logo
PWP
Perella Weinberg Partners
12/17/2025Boost Price Target$17.94$20.00Market Perform
Ares Management Corporation stock logo
ARES
Ares Management
12/11/2025Initiated Coverage$178.33$201.00Neutral
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
12/11/2025Initiated Coverage$148.68$186.00Buy
Blackstone Inc. stock logo
BX
Blackstone
12/11/2025Initiated Coverage$156.74$175.00Neutral
Carlyle Group Inc. stock logo
CG
Carlyle Group
12/11/2025Initiated Coverage$59.73$74.00Buy
Evercore Inc stock logo
EVR
Evercore
12/11/2025Initiated Coverage$344.87$340.00Neutral
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
12/11/2025Initiated Coverage$180.50$193.00Neutral
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
12/11/2025Initiated Coverage$132.03$166.00Buy
Jefferies Financial Group Inc. stock logo
JEF
Jefferies Financial Group
12/11/2025Initiated Coverage$61.86$76.00Buy
Lazard, Inc. stock logo
LAZ
Lazard
12/11/2025Initiated Coverage$50.43$54.00Neutral
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
12/11/2025Reiterated Rating$386.99$406.00Neutral
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
12/11/2025Initiated Coverage$16.55$18.00Neutral
PJT Partners Inc. stock logo
PJT
PJT Partners
12/11/2025Initiated Coverage$176.97$180.00Neutral
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
12/11/2025Set Price Target$166.71$176.00Neutral
Stifel Financial Corporation stock logo
SF
Stifel Financial
12/11/2025Set Price Target$86.64$100.00Buy
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
12/11/2025Initiated Coverage$95.78$119.00Buy
TPG Inc. stock logo
TPG
TPG
12/11/2025Initiated Coverage$67.57$82.00Buy
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
12/11/2025Initiated Coverage$144.25$176.00Buy
Moelis & Company stock logo
MC
Moelis & Company
12/11/2025Initiated Coverage$71.38$70.00Neutral
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
12/11/2025Reiterated Rating$148.06$186.00Buy
Ares Management Corporation stock logo
ARES
Ares Management
12/11/2025Reiterated Rating$173.99$201.00Hold
BlackRock stock logo
BLK
BlackRock
12/11/2025Reiterated Rating$1,088.99$1,180.00Neutral
Blackstone Inc. stock logo
BX
Blackstone
12/11/2025Reiterated Rating$151.13$175.00Hold
Carlyle Group Inc. stock logo
CG
Carlyle Group
12/11/2025Reiterated Rating$58.35$74.00Buy
Evercore Inc stock logo
EVR
Evercore
12/11/2025Reiterated Rating$337.40$340.00Hold
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
12/11/2025Reiterated Rating$179.09$193.00Hold
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Jefferies Financial Group Inc. stock logo
JEF
Jefferies Financial Group
12/11/2025Reiterated Rating$61.81$76.00Buy
Lazard, Inc. stock logo
LAZ
Lazard
12/11/2025Reiterated Rating$50.70$54.00Hold
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
12/11/2025Reiterated Rating$380.96$406.00Hold
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
12/11/2025Reiterated Rating$15.64$18.00Hold
PJT Partners Inc. stock logo
PJT
PJT Partners
12/11/2025Reiterated Rating$169.61$180.00Hold
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
12/11/2025Reiterated Rating$163.84$176.00Hold
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
12/11/2025Reiterated Rating$96.63$119.00Buy
Stifel Financial Corporation stock logo
SF
Stifel Financial
12/11/2025Reiterated Rating$86.53$100.00Buy
TPG Inc. stock logo
TPG
TPG
12/11/2025Reiterated Rating$66.90$82.00Buy
Perella Weinberg Partners stock logo
PWP
Perella Weinberg Partners
11/10/2025Lower Price Target$19.06$19.00Market Perform
Perella Weinberg Partners stock logo
PWP
Perella Weinberg Partners
10/13/2025Lower Price Target$18.64$21.00Hold
Perella Weinberg Partners stock logo
PWP
Perella Weinberg Partners
8/4/2025Boost Price Target$22.43$24.00Market Perform
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
7/18/2025Set Price Target$93.12$102.00Overweight
BlackRock stock logo
BLK
BlackRock
7/16/2025Lower Price Target$1,071.01$1,170.00Overweight
Perella Weinberg Partners stock logo
PWP
Perella Weinberg Partners
7/14/2025Downgrade$20.00$23.00Hold
Invesco Ltd. stock logo
IVZ
Invesco
7/11/2025Upgrade$17.43$18.00Equal Weight
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
7/11/2025Boost Price Target$55.76$57.00Underweight
Blackstone Inc. stock logo
BX
Blackstone
7/11/2025Boost Price Target$162.19$167.00Equal Weight
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
7/11/2025Boost Price Target$146.84$173.00Overweight
Stifel Financial Corporation stock logo
SF
Stifel Financial
7/11/2025Boost Price Target$72.42$83.33Overweight
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
7/11/2025Boost Price Target$158.98$163.00Equal Weight
Moelis & Company stock logo
MC
Moelis & Company
7/11/2025Boost Price Target$69.30$64.00Equal Weight
Lazard, Inc. stock logo
LAZ
Lazard
7/11/2025Boost Price Target$52.46$50.00Equal Weight
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
7/11/2025Boost Price Target$374.72$420.00Overweight
Evercore Inc stock logo
EVR
Evercore
7/11/2025Boost Price Target$293.43$282.00Equal Weight
Carlyle Group Inc. stock logo
CG
Carlyle Group
7/11/2025Boost Price Target$57.98$61.00Equal Weight
TPG Inc. stock logo
TPG
TPG
7/11/2025Boost Price Target$55.65$62.00Overweight
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
7/11/2025Boost Price Target$40.93$44.00Equal Weight
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
7/11/2025Boost Price Target$152.77$162.00Equal Weight
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
7/11/2025Boost Price Target$24.71$26.00Equal Weight
BlackRock stock logo
BLK
BlackRock
7/3/2025Boost Price Target$1,077.21$1,180.00Overweight
BlackRock stock logo
BLK
BlackRock
6/4/2025Boost Price Target$988.55$1,105.00Overweight
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
5/30/2025Lower Price Target$151.82$161.00Equal Weight
Carlyle Group Inc. stock logo
CG
Carlyle Group
5/23/2025Boost Price Target$44.26$49.00Equal Weight
TPG Inc. stock logo
TPG
TPG
5/23/2025Boost Price Target$46.92$58.00Overweight
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
5/23/2025Boost Price Target$166.09$166.00Equal Weight
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
5/23/2025Boost Price Target$56.95$55.00Underweight
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
5/23/2025Boost Price Target$18.26$21.00Equal Weight
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
5/23/2025Boost Price Target$131.56$160.00Overweight
Perella Weinberg Partners stock logo
PWP
Perella Weinberg Partners
5/12/2025Lower Price Target$19.02$22.00Outperform
TPG Inc. stock logo
TPG
TPG
5/8/2025Boost Price Target$48.48$56.00Overweight
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
5/7/2025Boost Price Target$55.97$54.00Underweight
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
5/5/2025Boost Price Target$20.04$21.50Equal Weight
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
5/2/2025Boost Price Target$18.51$20.00Equal Weight
Evercore Inc stock logo
EVR
Evercore
5/1/2025Boost Price Target$210.66$194.00Equal Weight
Stifel Financial Corporation stock logo
SF
Stifel Financial
4/24/2025Lower Price Target$55.22$68.00Overweight
Moelis & Company stock logo
MC
Moelis & Company
4/24/2025Lower Price Target$52.22$50.00Equal Weight
Blackstone Inc. stock logo
BX
Blackstone
4/22/2025Lower Price Target$120.22$139.00Market Perform
BlackRock stock logo
BLK
BlackRock
4/14/2025Lower Price Target$892.82$1,035.00Overweight
Stifel Financial Corporation stock logo
SF
Stifel Financial
4/8/2025Lower Price Target$50.88$70.67Overweight
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Moelis & Company stock logo
MC
Moelis & Company
4/8/2025Lower Price Target$48.79$55.00Equal Weight
Lazard, Inc. stock logo
LAZ
Lazard
4/8/2025Lower Price Target$33.39$38.00Equal Weight
Evercore Inc stock logo
EVR
Evercore
4/8/2025Lower Price Target$163.45$180.00Equal Weight
TPG Inc. stock logo
TPG
TPG
4/8/2025Lower Price Target$39.68$52.00Overweight
Carlyle Group Inc. stock logo
CG
Carlyle Group
4/8/2025Lower Price Target$35.42$39.00Equal Weight
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
4/8/2025Lower Price Target$29.36$36.00Equal Weight
Invesco Ltd. stock logo
IVZ
Invesco
4/8/2025Lower Price Target$12.03$14.50Underweight
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
4/8/2025Lower Price Target$126.65$147.00Equal Weight
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
4/8/2025Lower Price Target$16.65$20.00Equal Weight
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
4/8/2025Lower Price Target$42.86$48.00Underweight
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
4/8/2025Lower Price Target$15.93$19.00Equal Weight
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
4/8/2025Lower Price Target$110.06$139.00Overweight
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
3/20/2025Upgrade$116.68$141.00Overweight
Carlyle Group Inc. stock logo
CG
Carlyle Group
3/20/2025Lower Price Target$43.82$48.00Equal Weight
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
3/20/2025Lower Price Target$149.18$152.00Equal Weight
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
3/20/2025Lower Price Target$49.35$50.00Underweight
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
3/20/2025Lower Price Target$20.68$22.00Equal Weight
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
3/20/2025Lower Price Target$144.77$177.00Overweight
TPG Inc. stock logo
TPG
TPG
3/20/2025Lower Price Target$50.49$66.00Overweight
Perella Weinberg Partners stock logo
PWP
Perella Weinberg Partners
2/10/2025Boost Price Target$24.39$29.00Outperform
Blackstone Inc. stock logo
BX
Blackstone
1/31/2025Boost Price Target$179.87$177.00Market Perform
Perella Weinberg Partners stock logo
PWP
Perella Weinberg Partners
1/14/2025Lower Price Target$22.70$27.00Outperform
Blackstone Inc. stock logo
BX
Blackstone
1/13/2025Lower Price Target$163.80$174.00Market Perform