MCH ADVISORY RESEARCH
Sector

Financials

75 companies under coverage across 13 industries.

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Coverage

Financials companies


Equity Research

Everest Group Ltd (EG)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $804, +125% vs spot. It needs the multiple to hold or expand.

EGEquity ResearchMonte Carlo
1 July 2026Rating: BUY · +55%
Equity Research

Raymond James Financial Inc. (RJF)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $272, +79% vs spot. It needs the multiple to hold or expand.

RJFEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +19%
Equity Research

PayPal Holdings Inc (PYPL)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $79, +82% vs spot. It needs the multiple to hold or expand.

PYPLEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +19%
Equity Research

Progressive Corp (PGR)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $392, +80% vs spot. It needs Gross Margin to surprise to the upside.

PGREquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +15%
Equity Research

Cincinnati Financial Corporation (CINF)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $330, +78% vs spot. It needs Gross Margin to surprise to the upside.

CINFEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +9%
Equity Research

Corpay Inc (CPAY)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $608, +82% vs spot. It needs the multiple to hold or expand.

CPAYEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +8%
Equity Research

Block, Inc (XYZ)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $141, +85% vs spot. It needs Gross Margin to surprise to the upside.

XYZEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +7%
Equity Research

Charles Schwab Corp (SCHW)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $166, +80% vs spot. It needs the multiple to hold or expand.

SCHWEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +7%
Equity Research

Globe Life Inc (GL)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $304, +70% vs spot. It needs the multiple to hold or expand.

GLEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +6%
Equity Research

Berkshire Hathaway (BRK-B)

The bull case — 'Succession Premium' (10% weight) — targets $650, +30% vs spot. It needs Gross Margin to surprise to the upside.

BRK-BEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +6%
Equity Research

T. Rowe Price Group Inc (TROW)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $194, +71% vs spot. It needs the multiple to hold or expand.

TROWEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +5%
Equity Research

Apollo Global Management LLC Class A (APO)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $202, +71% vs spot. It needs the multiple to hold or expand.

APOEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +5%
Equity Research

Hartford Financial Services Group (HIG)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $245, +85% vs spot. It needs Gross Margin to surprise to the upside.

HIGEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +4%
Equity Research

Jack Henry & Associates Inc (JKHY)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $241, +75% vs spot. It needs the multiple to hold or expand.

JKHYEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +2%
Equity Research

FactSet Research Systems Inc (FDS)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $414, +80% vs spot. It needs the multiple to hold or expand.

FDSEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +2%
Equity Research

Ameriprise Financial Inc (AMP)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $765, +67% vs spot. It needs the multiple to hold or expand.

AMPEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +2%
Equity Research

The Allstate Corporation (ALL)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $413, +74% vs spot. It needs Gross Margin to surprise to the upside.

ALLEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +1%
Equity Research

Aflac Incorporated (AFL)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $220, +87% vs spot. It needs the multiple to hold or expand.

AFLEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +1%
Equity Research

Arch Capital Group Ltd. (ACGL)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $172, +78% vs spot. It needs the multiple to hold or expand.

ACGLEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +1%
Equity Research

Willis Towers Watson PLC (WTW)

The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $421, +61% vs spot. It needs the multiple to hold or expand.

WTWEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · 0%
Equity Research

Global Payments Inc (GPN)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $127, +76% vs spot. It needs the multiple to hold or expand.

GPNEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · 0%
Equity Research

Cboe Global Markets Inc (CBOE)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $424, +75% vs spot. It needs the multiple to hold or expand.

CBOEEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · 0%
Equity Research

Chubb Ltd (CB)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $593, +74% vs spot. It needs the multiple to hold or expand.

CBEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · 0%
Equity Research

Interactive Brokers Group Inc (IBKR)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $158, +82% vs spot. It needs the multiple to hold or expand.

IBKREquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -2%
Equity Research

Assurant, Inc. (AIZ)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $458, +71% vs spot. It needs Gross Margin to surprise to the upside.

AIZEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -2%
Equity Research

W. R. Berkley Corp (WRB)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $125, +77% vs spot. It needs Gross Margin to surprise to the upside.

WRBEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -3%
Equity Research

Franklin Resources Inc (BEN)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $60, +79% vs spot. It needs the multiple to hold or expand.

BENEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -3%
Equity Research

American Express Company (AXP)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $615, +82% vs spot. It needs the multiple to hold or expand.

AXPEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -3%
Equity Research

Arthur J Gallagher & Co (AJG)

The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $342, +49% vs spot. It needs the multiple to hold or expand.

AJGEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -3%
Equity Research

S&P Global Inc (SPGI)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $717, +76% vs spot. It needs the multiple to hold or expand.

SPGIEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -4%
Equity Research

Prudential Financial, Inc. (PRU)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $183, +70% vs spot. It needs Gross Margin to surprise to the upside.

PRUEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -4%
Equity Research

Invesco Plc (IVZ)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $47, +76% vs spot. It needs the multiple to hold or expand.

IVZEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -4%
Equity Research

Wells Fargo & Company (WFC)

The bull case — 'Bull — Re-Rate / Buybacks' (8% weight) — targets $148, +79% vs spot. It needs the multiple to hold or expand.

WFCEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -6%
Equity Research

The Travelers Companies Inc (TRV)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $567, +72% vs spot. It needs Gross Margin to surprise to the upside.

TRVEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -6%
Equity Research

Synchrony Financial (SYF)

The bull case — 'Bull — Re-Rate / Buybacks' (8% weight) — targets $133, +75% vs spot. It needs the multiple to hold or expand.

SYFEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -6%
Equity Research

Marsh & McLennan Companies, Inc. (MRSH)

The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $270, +62% vs spot. It needs the multiple to hold or expand.

MRSHEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -6%
Equity Research

U.S. Bancorp (USB)

The bull case — 'Bull — Re-Rate / Buybacks' (8% weight) — targets $107, +77% vs spot. It needs the multiple to hold or expand.

USBEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -7%
Equity Research

Regions Financial Corporation (RF)

The bull case — 'Bull — Re-Rate / Buybacks' (8% weight) — targets $52, +71% vs spot. It needs the multiple to hold or expand.

RFEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -7%
Equity Research

Erie Indemnity Company (ERIE)

The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $377, +57% vs spot. It needs Gross Margin to surprise to the upside.

ERIEEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -7%
Equity Research

Capital One Financial Corporation (COF)

The bull case — 'Bull — Re-Rate / Buybacks' (8% weight) — targets $348, +73% vs spot. It needs the multiple to hold or expand.

COFEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -7%
Equity Research

CME Group Inc (CME)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $383, +73% vs spot. It needs the multiple to hold or expand.

CMEEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -7%
Equity Research

Moodys Corporation (MCO)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $808, +78% vs spot. It needs the multiple to hold or expand.

MCOEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -8%
Equity Research

Intercontinental Exchange Inc (ICE)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $218, +77% vs spot. It needs the multiple to hold or expand.

ICEEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -8%
Equity Research

Fifth Third Bancorp (FITB)

The bull case — 'Bull — Re-Rate / Buybacks' (8% weight) — targets $97, +71% vs spot. It needs the multiple to hold or expand.

FITBEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -8%
Equity Research

BlackRock Inc (BLK)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $1,684, +75% vs spot. It needs the multiple to hold or expand.

BLKEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -8%
Equity Research

Truist Financial Corp (TFC)

The bull case — 'Bull — Re-Rate / Buybacks' (8% weight) — targets $89, +79% vs spot. It needs the multiple to hold or expand.

TFCEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -9%
Equity Research

Principal Financial Group Inc (PFG)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $183, +69% vs spot. It needs the multiple to hold or expand.

PFGEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -9%
Equity Research

Nasdaq Inc (NDAQ)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $141, +79% vs spot. It needs the multiple to hold or expand.

NDAQEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -9%
Equity Research

Mastercard Inc (MA)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $876, +71% vs spot. It needs the multiple to hold or expand.

MAEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -9%
Equity Research

Brown & Brown Inc (BRO)

The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $98, +53% vs spot. It needs the multiple to hold or expand.

BROEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -9%
Equity Research

M&T Bank Corporation (MTB)

The bull case — 'Bull — Re-Rate / Buybacks' (8% weight) — targets $431, +81% vs spot. It needs the multiple to hold or expand.

MTBEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -10%
Equity Research

Morgan Stanley (MS)

The bull case — 'Bull — Re-Rate / Buybacks' (8% weight) — targets $380, +82% vs spot. It needs the multiple to hold or expand.

MSEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -10%
Equity Research

MetLife Inc (MET)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $147, +74% vs spot. It needs Gross Margin to surprise to the upside.

METEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -10%
Equity Research

Blackstone Group Inc (BX)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $204, +74% vs spot. It needs the multiple to hold or expand.

BXEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -11%
Equity Research

Bank of America Corp (BAC)

The bull case — 'Bull — Re-Rate / Buybacks' (8% weight) — targets $101, +78% vs spot. It needs the multiple to hold or expand.

BACEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -11%
Equity Research

Visa Inc. Class A (V)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $594, +73% vs spot. It needs the multiple to hold or expand.

VEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -12%
Equity Research

Aon PLC (AON)

The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $509, +53% vs spot. It needs the multiple to hold or expand.

AONEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -12%
Equity Research

American International Group Inc (AIG)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $129, +74% vs spot. It needs the multiple to hold or expand.

AIGEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -12%
Equity Research

KeyCorp (KEY)

The bull case — 'Bull — Re-Rate / Buybacks' (8% weight) — targets $41, +80% vs spot. It needs the multiple to hold or expand.

KEYEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -13%
Equity Research

JPMorgan Chase & Co. (JPM)

The bull case — 'Fortress Balance Premium' (10% weight) — targets $410, +25% vs spot. It needs the multiple to hold or expand.

JPMEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -13%
Equity Research

State Street Corp (STT)

The bull case — 'Bull — Re-Rate / Buybacks' (8% weight) — targets $299, +77% vs spot. It needs the multiple to hold or expand.

STTEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -14%
Equity Research

PNC Financial Services Group Inc (PNC)

The bull case — 'Bull — Re-Rate / Buybacks' (8% weight) — targets $419, +70% vs spot. It needs the multiple to hold or expand.

PNCEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -14%
Equity Research

MSCI Inc (MSCI)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $971, +73% vs spot. It needs the multiple to hold or expand.

MSCIEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -14%
Equity Research

Northern Trust Corporation (NTRS)

The bull case — 'Bull — Re-Rate / Buybacks' (8% weight) — targets $310, +79% vs spot. It needs the multiple to hold or expand.

NTRSEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -15%
Equity Research

Loews Corp (L)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $197, +74% vs spot. It needs Gross Margin to surprise to the upside.

LEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -15%
Equity Research

Huntington Bancshares Incorporated (HBAN)

The bull case — 'Bull — Re-Rate / Buybacks' (8% weight) — targets $31, +77% vs spot. It needs the multiple to hold or expand.

HBANEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -15%
Equity Research

The Bank of New York Mellon Corporation (BNY)

The bull case — 'Bull — Re-Rate / Buybacks' (8% weight) — targets $251, +73% vs spot. It needs the multiple to hold or expand.

BNYEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -19%
Equity Research

Citigroup Inc. (C)

The bull case — 'Bull — Re-Rate / Buybacks' (8% weight) — targets $258, +84% vs spot. It needs the multiple to hold or expand.

CEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -20%
Equity Research

Goldman Sachs Group Inc (GS)

The bull case — 'Bull — Re-Rate / Buybacks' (8% weight) — targets $1,796, +78% vs spot. It needs the multiple to hold or expand.

GSEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -21%
Equity Research

Citizens Financial Group, Inc. (CFG)

The bull case — 'Bull — Re-Rate / Buybacks' (8% weight) — targets $127, +81% vs spot. It needs the multiple to hold or expand.

CFGEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -21%
Equity Research

Fidelity National Information Services Inc (FIS)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $68, +74% vs spot. It needs the multiple to hold or expand.

FISEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -22%
Equity Research

Ares Management LP (ARES)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $189, +69% vs spot. It needs the multiple to hold or expand.

ARESEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -23%
Equity Research

KKR & Co. Inc. (KKR)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $157, +71% vs spot. It needs the multiple to hold or expand.

KKREquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -24%
Equity Research

Coinbase Global Inc (COIN)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $206, +41% vs spot. It needs Gross Margin to surprise to the upside.

COINEquity ResearchMonte Carlo
1 July 2026Rating: SELL · -35%
Equity Research

Robinhood Markets (HOOD)

The bull case — 'Product Expansion Win' (10% weight) — targets $150, +50% vs spot. It needs the multiple to hold or expand.

HOODEquity ResearchMonte Carlo
1 July 2026Rating: SELL · -40%
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