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Bank of America Merrill Lynch Specialty Financial Services Coverage Ratings List

The document is a routine analyst coverage rating list for various financial firms, lacking any allegations, financial flow details, or connections to powerful actors beyond standard industry coverage Lists buy/neutral/underperform ratings for numerous specialty finance and real estate companies. Identifies analysts (e.g., Kenneth Bruce, Derek Hewett) responsible for each rating. No mention of mis

Date
November 11, 2025
Source
House Oversight
Reference
House Oversight #014391
Pages
1
Persons
0
Integrity
No Hash Available

Summary

The document is a routine analyst coverage rating list for various financial firms, lacking any allegations, financial flow details, or connections to powerful actors beyond standard industry coverage Lists buy/neutral/underperform ratings for numerous specialty finance and real estate companies. Identifies analysts (e.g., Kenneth Bruce, Derek Hewett) responsible for each rating. No mention of mis

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financial-servicesbank-of-americamerrill-lynchinvestment-ratingshouse-oversightanalyst-coverage

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Text extracted via OCR from the original document. May contain errors from the scanning process.
US - Specialty Financial Services Coverage Cluster BofA Merrill Lynch Investment rating Company ticker Bloomberg symbol Analyst BUY Apollo Commercial Real Estate Finance ARI ARI US Kenneth Bruce Ares Commercial Real Estate Corp. ACRE ACRE US Kenneth Bruce Blackstone Mortgage Trust Inc BXMT BXMT US Kenneth Bruce Compass Diversified Holdings CODI CODI US Derek Hewett Ladder Capital Corp. LADR LADR US Kenneth Bruce MGIC Investment Corp. MTG MTG US Mihir Bhatia New Residential Investment NRZ NRZ US Kenneth Bruce Radian Group Inc RDN RDN US Mihir Bhatia Starwood Property Trust, Inc. STWD STWD US Kenneth Bruce TCP Capital Corp. TCPC TCPC US Derek Hewett TPG Specialty Lending, Inc. TSLX TSLX US Derek Hewett NEUTRAL AGNC Investment Corp AGNC AGNC US Kenneth Bruce Ally Financial Inc. ALLY ALLY US Kenneth Bruce Amer Express AXP AXP US Kenneth Bruce Annaly Capital NLY NLY US Kenneth Bruce CIT Group Inc. CIT CIT US Derek Hewett Discover Financial Services DFS DFS US Kenneth Bruce Golub Capital BDC, Inc. GBDC GBDC US Derek Hewett MasterCard Inc MA MA US Kenneth Bruce PayPal PYPL PYPL US Kenneth Bruce PennyMac Financial Services, Inc. PFSI| PFSI US Kenneth Bruce Synchrony Financial SYF SYF US Kenneth Bruce Visa Inc. V VUS Kenneth Bruce UNDERPERFORM Apollo Investment Corporation AINV AINV US Derek Hewett Capital One COF COF US Kenneth Bruce Credit Acceptance Corp. CACC CACC US Kenneth Bruce Essent Group ESNT ESNT US Mihir Bhatia Goldman Sachs BDC, Inc. GSBD GSBD US Derek Hewett OneMain Holdings, Inc. OMF OMF US Kenneth Bruce PennyMac Mortgage Investment Trust PMT PMT US Kenneth Bruce Santander Consumer USA Inc. Sc SC US Kenneth Bruce RSTR American Capital, Ltd. ACAS ACAS US Derek Hewett Ares Capital Corporation ARCC ARCC US Derek Hewett RVW AG Mortgage Investment Trust, Inc. MITT MITT US Kenneth Bruce ARMOUR Residential REIT, Inc ARR ARR US Kenneth Bruce CYS Investments, Inc CYS CYS US Kenneth Bruce Ellington Financial LLC EFC EFC US Kenneth Bruce Hannon Armstrong HAS| HASI US Kenneth Bruce Invesco Mortgage Capital, Inc. IVR IVR US Kenneth Bruce Two Harbors Investment Corp. TWO TWO US Kenneth Bruce Western Asset Mortgage Corp WMC WMC US Kenneth Bruce BankofAmerica “> 2016 Future of Financials Conference | 17 November 2016 77 Merrill Lynch

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