Is Keefe, Bruyette & Woods a reliable analyst?

In short — Over 1 year, 63.4% of Keefe, Bruyette & Woods's targets proved profitable, for an average gain of +9.7% per call (all calls, winners and losers) — i.e. -0.4% vs its sector, across 432 timestamped calls replayed against real prices. JPI verdict: mixed reliability. An analyst can be good in one sector and poor in another — details below.

63.4%profitable calls

+9.7%avg gain / call

-0.4%vs sector

432scored calls

In which sectors is Keefe, Bruyette & Woods reliable?

Sector

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ Finance

406

65%

+10.3%

+12.2%

+8.7% (122)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CME	▲ Outperform	Jun 18, 26	Jun 18, 27	$245.2	🎯$305	$240.75	+24%	-2% so far
MET	▲ Outperform	May 13, 26	May 13, 27	$79.18	🎯$98	$91.67	+24%	+16% so far
AIZ	▲ Outperform	May 13, 26	May 13, 27	$252.72	🎯$270	$280.11	+7%	+11% so far
WTW	▲ Outperform	May 12, 26	May 12, 27	$242.12	🎯$380	$293.9	+57%	+21% so far
XYZ	▲ Outperform	May 8, 26	May 8, 27	$74.85	🎯$90	$77.56	+20%	+4% so far
C	▲ Outperform	May 8, 26	May 8, 27	$125.55	🎯$153	$140.77	+22%	+12% so far
AIG	▲ Outperform	May 8, 26	May 8, 27	$76.36	🎯$98	$81.06	+28%	+6% so far
ALL	▲ Outperform	May 7, 26	May 7, 27	$213.15	🎯$266	$251.46	+25%	+18% so far

Sample (0 recent finished + 8 in progress) of 406 calls.

▸ Cons. disc.

42.1%

+5.0%

-1.0%

+3.5% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
LEN	▼ Underperform	Jun 9, 26	Jun 9, 27	$89.85	🎯$86	$86.74	-4%	-3% so far
LEN	▲ Outperform	Feb 11, 25	Feb 11, 26	$121.6	🎯$152	$120.38	+25%	-0.6%
LEN	▲ Outperform	Dec 20, 24	Dec 20, 25	$133.67	🎯$170	$106.94	+27%	-20%
LEN	▲ Outperform	Sep 4, 24	Sep 4, 25	$172.15	🎯$230	$141.16	+34%	-17.6%
DHI	▲ Outperform	Jul 23, 24	Jul 23, 25	$176.56	🎯$208	$148.31	+18%	-16.1%
LEN	▲ Outperform	Jun 18, 24	Jun 18, 25	$144.54	🎯$183	$106.96	+27%	-26.4%
DHI	▲ Outperform	May 7, 24	May 7, 25	$151.4	🎯$178	$122.63	+18%	-18.9%
LEN	▲ Outperform	Mar 20, 24	Mar 20, 25	$158.41	🎯$183	$120.39	+16%	-24.2%

Sample (7 recent finished + 1 in progress) of 19 calls.

The stocks Keefe, Bruyette & Woods covers (track record per stock)

Stock

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ C Citigroup

100%

+68.3%

+22.7% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
C	▲ Outperform	May 8, 26	May 8, 27	$125.55	🎯$153	$140.77	+22%	+12% so far
C	▲ Outperform	Apr 15, 26	Apr 15, 27	$129.34	🎯$140	$140.77	+8%	+9% so far
C	▲ Outperform	Dec 17, 25	Dec 17, 26	$112.83	🎯$131	$140.77	+16%	+25% so far
C	▲ Outperform	Oct 17, 25	Oct 17, 26	$97.07	🎯$118	$140.77	+22%	+45% so far
C	▲ Outperform	Apr 16, 25	Apr 16, 26	$63.25	🎯$92	$132.19	+45%	+109%
C	▲ Outperform	Jan 16, 25	Jan 16, 26	$79.99	🎯$92	$112.79	+15%	+41%
C	▲ Outperform	Jan 3, 25	Jan 3, 26	$71	🎯$85	$123.54	+20%	+73.7%
C	▲ Outperform	Dec 3, 24	Dec 3, 25	$71.42	🎯$82	$106.42	+15%	+49.4%

▸ WFC Wells Fargo

60%

+16.9%

+50.6%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
WFC	▲ Outperform	Apr 17, 23	Apr 16, 24	$41.3	🎯$46	$56.58	+11%	+36.6%
WFC	▲ Outperform	Dec 15, 20	Dec 15, 21	$29.73	🎯$36	$49.05	+21%	+64.6%
WFC	▲ Outperform	Jul 16, 18	Jul 16, 19	$56.99	—	$45.02	—	-20.5%
WFC	▲ Outperform	Apr 5, 17	Apr 5, 18	$54.98	🎯$63	$53.33	+15%	-3.1%
WFC	▲ Outperform	Jan 12, 16	Jan 11, 17	$51.36	—	$54.96	—	+6.7%

▸ KKR KKR & Co.

66.7%

+35.9%

+43.9%

-33.3% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
KKR	▲ Outperform	Aug 4, 25	Aug 4, 26	$142.66	🎯$162	$95.14	+14%	-33% so far
KKR	▲ Outperform	May 2, 25	May 2, 26	$114.79	🎯$131	$103.31	+14%	-10%
KKR	▲ Outperform	Jan 13, 25	Jan 13, 26	$143.65	🎯$168	$132.16	+17%	-8%
KKR	▲ Outperform	Dec 20, 24	Dec 20, 25	$147.58	🎯$170	$131.35	+15%	-10.9%
KKR	▲ Outperform	Aug 1, 24	Aug 1, 25	$108.62	🎯$144	$145.55	+33%	+33.6%
KKR	▲ Outperform	Jul 12, 24	Jul 12, 25	$110.74	🎯$125	$139.53	+13%	+25.9%
KKR	▲ Outperform	Jun 21, 24	Jun 21, 25	$107.47	🎯$116	$122.52	+8%	+13.7%
KKR	▲ Outperform	Apr 4, 24	Apr 4, 25	$100.93	🎯$104	$97.9	+3%	-3.4%

Sample (7 recent finished + 1 in progress) of 15 calls.

▸ GS Goldman Sachs

87.5%

+28.3%

+36.8%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GS	▲ Outperform	Jan 16, 25	Jan 16, 26	$625.94	🎯$690	$945.17	+10%	+50.7%
GS	▲ Outperform	Dec 3, 24	Dec 3, 25	$602.08	🎯$686	$836.89	+14%	+39%
GS	▲ Outperform	Oct 16, 24	Oct 16, 25	$529.86	🎯$570	$757.7	+8%	+43.1%
GS	▲ Outperform	Jun 27, 24	Jun 27, 25	$445.96	🎯$520	$691.24	+17%	+54.9%
GS	▲ Outperform	Apr 5, 24	Apr 5, 25	$410.54	🎯$485	$463.91	+18%	+13.4%
GS	▲ Outperform	Apr 19, 23	Apr 18, 24	$336.89	🎯$400	$404.27	+19%	+19.7%
GS	▲ Outperform	Jul 26, 19	Jul 25, 20	$222.14	🎯$260	$202.15	+17%	-8.6%
GS	▲ Outperform	Nov 29, 16	Nov 29, 17	$211.75	—	$241.4	—	+14%

▸ GL Globe Life

100%

+35.6%

+26.7% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GL	▲ Outperform	Oct 28, 25	Oct 28, 26	$134.37	🎯$162	$176.67	+21%	+31% so far
GL	▲ Outperform	Jul 29, 25	Jul 29, 26	$141.05	🎯$160	$176.67	+13%	+25% so far
GL	▲ Outperform	Jul 28, 25	Jul 28, 26	$143.27	🎯$155	$176.67	+8%	+23% so far
GL	▲ Outperform	Feb 12, 25	Feb 12, 26	$121.47	🎯$145	$144.55	+19%	+18.6%
GL	▲ Outperform	Jan 10, 25	Jan 10, 26	$112.94	🎯$137	$143.43	+21%	+26.5%
GL	▲ Outperform	Oct 29, 24	Oct 29, 25	$107	🎯$125	$132.68	+17%	+23.8%
GL	▲ Outperform	Jul 31, 24	Jul 31, 25	$92.74	🎯$118	$140.04	+27%	+51.5%
GL	▲ Outperform	Apr 24, 24	Apr 24, 25	$78.6	🎯$110	$124.19	+40%	+57.7%

▸ FITB Fifth Third Bancorp

50%

+3.2%

+35.4%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
FITB	▲ Outperform	Apr 6, 23	Apr 5, 24	$26.08	🎯$34	$35.21	+30%	+35.4%
FITB	▲ Outperform	Apr 4, 19	Apr 3, 20	$26.75	🎯$32	$13.38	+20%	-49.8%
FITB	▲ Outperform	May 16, 16	May 16, 17	$17.6	🎯$20.5	$24.82	+16%	+41.5%
FITB	▲ Outperform	Feb 2, 15	Feb 2, 16	$17.88	🎯$20	$15.38	+12%	-14.3%
FITB	▲ Outperform	Dec 13, 12	Dec 13, 13	$14.51	🎯$18	$20.02	+24%	+38.5%

▸ ARES Ares Management

62.5%

+20.0%

+35.2%

-28.6% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ARES	▲ Outperform	Nov 4, 25	Nov 4, 26	$153.01	🎯$189	$120.7	+24%	-21% so far
ARES	▲ Outperform	Aug 4, 25	Aug 4, 26	$188.55	🎯$203	$120.7	+8%	-36% so far
ARES	▲ Outperform	Dec 20, 24	Dec 20, 25	$176.04	🎯$202	$170.76	+15%	-3.3%
ARES	▲ Outperform	May 1, 23	Apr 30, 24	$85.57	🎯$99	$133.49	+16%	+55.5%
ARES	▲ Outperform	May 7, 20	May 7, 21	$35.01	🎯$45	$53.57	+29%	+53.3%
ARES	▲ Outperform	Oct 14, 16	Oct 14, 17	$18	—	$18.72	—	+3.6%
ARES	▲ Outperform	May 13, 16	May 13, 17	$13.5	🎯$17.5	$18.9	+30%	+40.4%
ARES	▲ Outperform	Jan 13, 16	Jan 12, 17	$11.25	🎯$17	$17.55	+51%	+56%

▸ IVZ Invesco

60%

+7.1%

+34.2%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
IVZ	▲ Outperform	Jan 24, 24	Jan 23, 25	$16.2	🎯$19.5	$17.66	+20%	+8.8%
IVZ	▲ Outperform	Dec 14, 23	Dec 13, 24	$17.58	🎯$20	$18.11	+14%	+2.6%
IVZ	▲ Outperform	Oct 28, 20	Oct 28, 21	$13.33	🎯$16.5	$25.46	+24%	+91.2%
IVZ	▲ Outperform	Oct 14, 16	Oct 14, 17	$29.91	—	$36.19	—	+21.4%
IVZ	▲ Outperform	Jul 29, 16	Jul 29, 17	$29.04	🎯$34	$34.85	+17%	+19.7%
IVZ	▲ Outperform	Jan 11, 16	Jan 10, 17	$29.8	🎯$40	$30.99	+34%	+4.4%
IVZ	▲ Outperform	Sep 3, 15	Sep 2, 16	$32.9	🎯$43	$31.58	+31%	-4.3%
IVZ	▲ Outperform	May 1, 15	Apr 30, 16	$41.61	🎯$52	$31.21	+25%	-25.3%

Sample (8 recent finished + 0 in progress) of 10 calls.

▸ SYF Synchrony Financial

75%

+19.6%

+29.0%

-2.7% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
SYF	▲ Outperform	Jan 2, 26	Jan 2, 27	$86.74	🎯$98	$75.52	+13%	-13% so far
SYF	▲ Outperform	Oct 1, 25	Oct 1, 26	$70.28	🎯$86	$75.52	+22%	+7% so far
SYF	▲ Outperform	Dec 9, 24	Dec 9, 25	$66.87	🎯$82	$84.26	+23%	+26.4%
SYF	▲ Outperform	Jun 11, 24	Jun 11, 25	$43.65	🎯$62	$61.55	+42%	+40.8%
SYF	▲ Outperform	May 2, 24	May 2, 25	$45.25	🎯$62	$54.3	+37%	+19.7%
SYF	▲ Outperform	Jan 26, 15	Jan 26, 16	$31.33	🎯$35	$28.51	+12%	-8.5%
SYF	▲ Outperform	Sep 9, 14	Sep 9, 15	$25.04	🎯$31	$32.05	+24%	+28.3%

▸ RF Regions Financial Corporation

100%

+32.9%

+28.5%

+14.4% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
RF	▲ Outperform	Dec 17, 25	Dec 17, 26	$27.49	🎯$31	$30.59	+13%	+11% so far
RF	▲ Outperform	Jul 21, 25	Jul 21, 26	$26.05	🎯$30	$30.59	+15%	+17% so far
RF	▲ Outperform	Apr 21, 25	Apr 21, 26	$19.78	🎯$26	$28.29	+31%	+42.6%
RF	▲ Outperform	Oct 31, 24	Oct 31, 25	$23.87	🎯$28	$24.11	+17%	+1.4%
RF	▲ Outperform	Jan 8, 21	Jan 8, 22	$17.57	🎯$18.5	$24.77	+5%	+41.5%
RF	▲ Outperform	May 16, 16	May 16, 17	$9.05	🎯$9.5	$14.57	+5%	+60.7%
RF	▼ Underperform	Feb 9, 15	Feb 9, 16	$9.36	🎯$9.5	$7.68	+1%	+18.3%

▸ AIZ Assurant

100%

+22.7%

+27.4%

+21.8% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AIZ	▲ Outperform	May 13, 26	May 13, 27	$252.72	🎯$270	$280.11	+7%	+11% so far
AIZ	▲ Outperform	Nov 20, 25	Nov 20, 26	$226.82	🎯$254	$280.11	+12%	+23% so far
AIZ	▲ Outperform	Aug 12, 25	Aug 12, 26	$213.59	🎯$235	$280.11	+10%	+31% so far
AIZ	▲ Outperform	May 19, 25	May 19, 26	$200.65	🎯$225	$256.83	+12%	+27.7%
AIZ	▲ Outperform	Apr 9, 25	Apr 9, 26	$190.32	🎯$224	$218.87	+18%	+15.3%
AIZ	▲ Outperform	Feb 20, 25	Feb 20, 26	$200.98	🎯$230	$225.1	+14%	+11.6%
AIZ	▲ Outperform	Mar 21, 23	Mar 20, 24	$116.44	🎯$152	$180.48	+31%	+55.1%
AIZ	▲ Outperform	Jul 16, 18	Jul 16, 19	$107.98	🎯$121	$112.3	+12%	+3.8%

▸ SCHW Charles Schwab Corporation

75%

+23.5%

+26.3%

+7.1% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
SCHW	▲ Outperform	Oct 17, 25	Oct 17, 26	$94.14	🎯$111	$101.93	+18%	+8% so far
SCHW	▲ Outperform	Jul 21, 25	Jul 21, 26	$96.25	🎯$108	$101.93	+12%	+6% so far
SCHW	▲ Outperform	Apr 22, 25	Apr 22, 26	$76.58	🎯$93	$91.9	+21%	+19.8%
SCHW	▲ Outperform	Dec 20, 24	Dec 20, 25	$74.71	🎯$93	$101.61	+24%	+35.7%
SCHW	▲ Outperform	Oct 16, 24	Oct 16, 25	$72.08	🎯$81	$93.7	+12%	+29.6%
SCHW	▲ Outperform	Aug 22, 24	Aug 22, 25	$64.39	🎯$80	$95.94	+24%	+49.4%
SCHW	▲ Outperform	Apr 6, 23	Apr 5, 24	$49.35	🎯$65	$72.05	+32%	+45.7%
SCHW	▲ Outperform	Jan 12, 23	Jan 12, 24	$82.98	🎯$94	$64.72	+13%	-22.5%

▸ JPM JPMorgan Chase

66.7%

+24.1%

—

+13.5% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
JPM	▲ Outperform	Dec 17, 25	Dec 17, 26	$313	🎯$363	$339.22	+16%	+8% so far
JPM	▲ Outperform	Jul 16, 25	Jul 16, 26	$285.82	🎯$330	$339.22	+15%	+19% so far
JPM	▲ Outperform	Feb 13, 18	Feb 13, 19	$112.43	—	$103.44	—	-8.3%
JPM	▲ Outperform	Jul 16, 16	Jul 16, 17	$63.96	🎯$73	$91.46	+14%	+42.9%
JPM	▲ Outperform	May 16, 16	May 16, 17	$61.66	🎯$73	$87.56	+18%	+42.1%
JPM	▲ Outperform	Feb 24, 16	Feb 23, 17	$56.14	🎯$72	$90.95	+28%	+62.3%
JPM	▲ Outperform	Oct 14, 15	Oct 13, 16	$61.89	🎯$74	$67.46	+20%	+9.1%
JPM	▲ Outperform	Aug 17, 15	Aug 16, 16	$68.07	🎯$77	$66.03	+13%	-3.5%

▸ KEY KeyCorp

90.9%

+20.2%

+23.8%

+11.6% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
KEY	▲ Outperform	Dec 17, 25	Dec 17, 26	$20.94	🎯$24	$23.37	+15%	+12% so far
KEY	▲ Outperform	Apr 21, 25	Apr 21, 26	$14.17	🎯$18	$22.11	+27%	+55.5%
KEY	▲ Outperform	Jan 22, 25	Jan 22, 26	$17.3	🎯$21	$21.63	+21%	+24.7%
KEY	▲ Outperform	Dec 4, 24	Dec 4, 25	$18.72	🎯$22	$19.28	+18%	+2.9%
KEY	▲ Outperform	Sep 10, 24	Sep 10, 25	$15.92	🎯$18	$19.1	+13%	+20.4%
KEY	▲ Outperform	Apr 5, 24	Apr 5, 25	$15.45	🎯$18	$13.44	+17%	-12.6%
KEY	▲ Outperform	Jan 19, 24	Jan 18, 25	$13.94	🎯$16	$17.7	+15%	+26.5%
KEY	▲ Outperform	Jan 3, 24	Jan 2, 25	$14.18	🎯$17	$17.02	+20%	+19.8%

Sample (7 recent finished + 1 in progress) of 11 calls.

▸ NDAQ Nasdaq, Inc.

75%

+24.4%

+23.2%

-8.9% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NDAQ	▲ Outperform	Jul 25, 25	Jul 25, 26	$94.84	🎯$104	$86.43	+10%	-9% so far
NDAQ	▲ Outperform	Apr 25, 25	Apr 25, 26	$75.1	🎯$88	$90.12	+17%	+20.4%
NDAQ	▲ Outperform	Dec 20, 24	Dec 20, 25	$77.94	🎯$91	$97.43	+17%	+25%
NDAQ	▲ Outperform	Jul 26, 24	Jul 26, 25	$66.96	🎯$78	$95.08	+16%	+42.1%
NDAQ	▲ Outperform	Apr 26, 24	Apr 26, 25	$60.08	🎯$74	$75.1	+23%	+25%
NDAQ	▲ Outperform	Jan 26, 23	Jan 26, 24	$60.5	🎯$67	$58.08	+11%	-3.7%
NDAQ	▲ Outperform	Jan 12, 23	Jan 12, 24	$63.35	🎯$73	$56.38	+15%	-10.9%
NDAQ	▲ Outperform	Nov 20, 20	Nov 20, 21	$42.11	🎯$143.5	$69.06	+241%	+64.4%

▸ STT State Street Corporation

40%

-0.4%

+22.8%

+35.0% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
STT	▲ Outperform	Apr 20, 26	Apr 20, 27	$150.18	🎯$175	$179.94	+17%	+20% so far
STT	▲ Outperform	Apr 9, 26	Apr 9, 27	$139.42	🎯$157	$179.94	+13%	+29% so far
STT	▲ Outperform	Oct 20, 25	Oct 20, 26	$115.29	🎯$135	$179.94	+17%	+56% so far
STT	▲ Outperform	Apr 21, 25	Apr 21, 26	$83.84	🎯$113	$152.59	+35%	+81.8%
STT	▲ Outperform	Dec 3, 24	Dec 3, 25	$97.77	🎯$120	$121.23	+23%	+23.7%
STT	▲ Outperform	Apr 18, 23	Apr 17, 24	$75.29	🎯$84	$73.03	+12%	-3%
STT	▲ Outperform	Jun 17, 21	Jun 17, 22	$82.78	🎯$103	$62.09	+24%	-25.4%
STT	▲ Outperform	Nov 19, 20	Nov 19, 21	$69.27	🎯$84	$94.9	+21%	+36.8%

Sample (5 recent finished + 3 in progress) of 10 calls.

▸ APO Apollo Global Management

62.5%

+22.7%

-10.8% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
APO	▲ Outperform	Nov 5, 25	Nov 5, 26	$133.75	🎯$173	$119.33	+29%	-11% so far
APO	▲ Outperform	Feb 5, 25	Feb 5, 26	$165.75	🎯$194	$125.97	+17%	-23.9%
APO	▲ Outperform	Dec 20, 24	Dec 20, 25	$171.03	🎯$196	$148.8	+15%	-12.9%
APO	▲ Outperform	Nov 6, 24	Nov 6, 25	$159.82	🎯$168	$132.65	+5%	-17.2%
APO	▲ Outperform	Jul 12, 24	Jul 12, 25	$120.54	🎯$141	$148.26	+17%	+23.2%
APO	▲ Outperform	Mar 7, 24	Mar 7, 25	$110.91	🎯$131	$131.98	+18%	+19.4%
APO	▲ Outperform	May 10, 23	May 9, 24	$63.64	🎯$85	$112.01	+34%	+76.3%
APO	▲ Outperform	Apr 18, 23	Apr 17, 24	$65.8	🎯$84	$107.25	+28%	+63.1%

▸ HIG Hartford (The)

100%

+21.9%

+22.3%

+4.9% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
HIG	▲ Outperform	Feb 5, 26	Feb 5, 27	$142.3	🎯$163	$139.64	+15%	-2% so far
HIG	▲ Outperform	Jan 6, 26	Jan 6, 27	$135.9	🎯$160	$139.64	+18%	+3% so far
HIG	▲ Outperform	Nov 4, 25	Nov 4, 26	$127.94	🎯$145	$139.64	+13%	+9% so far
HIG	▲ Outperform	Aug 4, 25	Aug 4, 26	$127.57	🎯$137	$139.64	+7%	+9% so far
HIG	▲ Outperform	Apr 9, 25	Apr 9, 26	$114.79	🎯$133	$137.75	+16%	+19.6%
HIG	▲ Outperform	Feb 5, 25	Feb 5, 26	$113.61	🎯$140	$142.01	+23%	+25.3%
HIG	▲ Outperform	Jan 10, 25	Jan 10, 26	$107.48	🎯$139	$135.42	+29%	+25.8%
HIG	▲ Outperform	Oct 29, 24	Oct 29, 25	$112.72	🎯$135	$123.99	+20%	+9.5%

Sample (4 recent finished + 4 in progress) of 10 calls.

▸ AIG American International Group

76.9%

+18.0%

+19.5%

+4.5% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AIG	▲ Outperform	May 8, 26	May 8, 27	$76.36	🎯$98	$81.06	+28%	+6% so far
AIG	▲ Outperform	Feb 12, 26	Feb 12, 27	$78.27	🎯$97	$81.06	+24%	+4% so far
AIG	▲ Outperform	Jan 6, 26	Jan 6, 27	$77.07	🎯$96	$81.06	+25%	+5% so far
AIG	▲ Outperform	Aug 12, 25	Aug 12, 26	$78.48	🎯$91	$81.06	+16%	+3% so far
AIG	▲ Outperform	May 8, 25	May 8, 26	$82.41	🎯$97	$75.82	+18%	-7.7%
AIG	▲ Outperform	Apr 9, 25	Apr 9, 26	$81.35	🎯$94	$76.47	+16%	-5.5%
AIG	▲ Outperform	Apr 1, 25	Apr 1, 26	$87.72	🎯$98	$75.44	+12%	-14%
AIG	▲ Outperform	Feb 14, 25	Feb 14, 26	$74.34	🎯$90	$79.54	+21%	+6.8%

Sample (4 recent finished + 4 in progress) of 13 calls.

▸ ALL Allstate

100%

+16.7%

+18.8%

+22.0% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ALL	▲ Outperform	May 7, 26	May 7, 27	$213.15	🎯$266	$251.46	+25%	+18% so far
ALL	▲ Outperform	Feb 11, 26	Feb 11, 27	$204.73	🎯$260	$251.46	+27%	+23% so far
ALL	▲ Outperform	Jan 6, 26	Jan 6, 27	$207.27	🎯$254	$251.46	+23%	+21% so far
ALL	▲ Outperform	Nov 11, 25	Nov 11, 26	$209.21	🎯$250	$251.46	+19%	+20% so far
ALL	▲ Outperform	Aug 6, 25	Aug 6, 26	$209.01	🎯$246	$251.46	+18%	+20% so far
ALL	▲ Outperform	Jul 9, 25	Jul 9, 26	$194.68	🎯$237	$251.46	+22%	+29% so far
ALL	▲ Outperform	May 7, 25	May 7, 26	$202.62	🎯$235	$212.75	+16%	+5.2%
ALL	▲ Outperform	Apr 9, 25	Apr 9, 26	$190.79	🎯$228	$211.78	+20%	+10.6%

Sample (2 recent finished + 6 in progress) of 17 calls.

▸ PYPL PayPal

66.7%

+17.6%

-32.8% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
PYPL	▲ Outperform	Oct 29, 25	Oct 29, 26	$67.93	🎯$90	$45.65	+32%	-33% so far
PYPL	▲ Outperform	Dec 9, 24	Dec 9, 25	$88.76	🎯$104	$61.24	+17%	-31.1%
PYPL	▲ Outperform	Sep 18, 24	Sep 18, 25	$77.57	🎯$78	$68.26	+1%	-12%
PYPL	▲ Outperform	Jul 11, 24	Jul 11, 25	$60.27	🎯$78	$74.13	+29%	+22.6%
PYPL	▲ Outperform	Jun 13, 24	Jun 13, 25	$60.63	🎯$78	$72.15	+29%	+19.2%
PYPL	▲ Outperform	Jul 31, 20	Jul 31, 21	$197.07	🎯$220	$271.96	+12%	+37.5%
PYPL	▲ Outperform	May 8, 20	May 8, 21	$143.96	🎯$152	$243.29	+6%	+69.2%

▸ BLK BlackRock

71.4%

+10.4%

+17.4%

-8.6% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
BLK	▲ Outperform	Apr 15, 26	Apr 15, 27	$1048.6	🎯$1240	$1009.43	+18%	-4% so far
BLK	▲ Outperform	Jan 16, 26	Jan 16, 27	$1163.17	🎯$1340	$1009.43	+15%	-13% so far
BLK	▲ Outperform	Jan 8, 26	Jan 8, 27	$1085.1	🎯$1310	$1009.43	+21%	-7% so far
BLK	▲ Outperform	Dec 17, 25	Dec 17, 26	$1064.99	🎯$1322	$1009.43	+24%	-5% so far
BLK	▲ Outperform	Oct 13, 25	Oct 13, 26	$1194.26	🎯$1300	$1009.43	+9%	-15% so far
BLK	▲ Outperform	Jul 16, 25	Jul 16, 26	$1082.24	🎯$1215	$1009.43	+12%	-7% so far
BLK	▲ Outperform	Jan 16, 25	Jan 16, 26	$1004.96	🎯$1180	$1105.46	+17%	+10.5%
BLK	▲ Outperform	Jan 13, 25	Jan 13, 26	$963.17	🎯$1160	$1088.38	+20%	+13.4%

Sample (2 recent finished + 6 in progress) of 14 calls.

▸ TRV Travelers Companies (The)

100%

+17.2%

+22.1% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TRV	▲ Outperform	Apr 20, 26	Apr 20, 27	$300.78	🎯$342	$343.73	+14%	+14% so far
TRV	▲ Outperform	Feb 19, 26	Feb 19, 27	$299.9	🎯$340	$343.73	+13%	+15% so far
TRV	▲ Outperform	Jan 23, 26	Jan 23, 27	$277.72	🎯$320	$343.73	+15%	+24% so far
TRV	▲ Outperform	Jan 6, 26	Jan 6, 27	$283.19	🎯$317	$343.73	+12%	+21% so far
TRV	▲ Outperform	Oct 20, 25	Oct 20, 26	$265.25	🎯$305	$343.73	+15%	+30% so far
TRV	▲ Outperform	Jul 18, 25	Jul 18, 26	$265.97	🎯$316	$343.73	+19%	+29% so far
TRV	▲ Outperform	May 28, 25	May 28, 26	$274.41	🎯$303	$290.87	+10%	+6.4%
TRV	▲ Outperform	Apr 17, 25	Apr 17, 26	$255.86	🎯$290	$301.91	+13%	+17.6%

▸ TFC Truist Financial

71.4%

+16.7%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TFC	▲ Outperform	Apr 21, 25	Apr 21, 26	$36.34	🎯$47	$50.88	+29%	+40.2%
TFC	▲ Outperform	Jan 21, 25	Jan 21, 26	$47.89	🎯$57	$49.81	+19%	+4.5%
TFC	▲ Outperform	Jul 23, 24	Jul 23, 25	$44.15	🎯$48	$45.92	+9%	+3.8%
TFC	▲ Outperform	May 8, 24	May 8, 25	$39.1	🎯$46	$39.1	+18%	-0.2%
TFC	▲ Outperform	Apr 5, 24	Apr 5, 25	$38.85	🎯$45	$34.97	+16%	-9.5%
TFC	▲ Outperform	Jan 19, 24	Jan 18, 25	$37.47	🎯$44	$47.96	+17%	+27.8%
TFC	▲ Outperform	Sep 21, 23	Sep 20, 24	$28.16	🎯$36	$42.24	+28%	+50.3%

▸ CINF Cincinnati Financial

100%

+16.0%

+19.3% (7)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CINF	▲ Outperform	Apr 29, 26	Apr 29, 27	$163.6	🎯$191	$189.06	+17%	+16% so far
CINF	▲ Outperform	Apr 7, 26	Apr 7, 27	$163.25	🎯$190	$189.06	+16%	+16% so far
CINF	▲ Outperform	Jan 6, 26	Jan 6, 27	$163.04	🎯$191	$189.06	+17%	+16% so far
CINF	▲ Outperform	Nov 4, 25	Nov 4, 26	$157.39	🎯$180	$189.06	+14%	+20% so far
CINF	▲ Outperform	Oct 6, 25	Oct 6, 26	$165.69	🎯$177	$189.06	+7%	+14% so far
CINF	▲ Outperform	Aug 5, 25	Aug 5, 26	$150.43	🎯$168	$189.06	+12%	+26% so far
CINF	▲ Outperform	Jul 9, 25	Jul 9, 26	$147.85	🎯$167	$189.06	+13%	+28% so far
CINF	▲ Outperform	Apr 9, 25	Apr 9, 26	$131.6	🎯$148	$160.55	+12%	+22.5%

% profitable = share of its calls that made money (1 year). Avg gain / call = average absolute gain per call (winners and losers). Point-in-time, S&P 500 backtest.