MCH ANALYSIS RESEARCHMain site ↗
Financials

Asset Management & Custody Banks

18 companies under coverage.

Coverage

Asset Management & Custody Banks


Equity Research

T. Rowe Price Group Inc (TROW)

HOLD. 12-month probability-weighted target $110 (+4% vs spot). P/E Multiple explains 77% of Monte Carlo outcome variance.

TROWEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price +15.5%
Equity Research

Carlyle Group Inc (CG)

HOLD. 12-month probability-weighted target $43 (+11% vs spot). P/E Multiple explains 86% of Monte Carlo outcome variance.

CGEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price +4.3%
Equity Research

Apollo Global Management LLC Class A (APO)

HOLD. 12-month probability-weighted target $112 (-6% vs spot). P/E Multiple explains 61% of Monte Carlo outcome variance.

APOEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price +2.7%
Equity Research

Federated Investors Inc B (FHI)

HOLD. 12-month probability-weighted target $55 (-3% vs spot). P/E Multiple explains 72% of Monte Carlo outcome variance.

FHIEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price +2.0%
Equity Research

Ameriprise Financial Inc (AMP)

SELL. 12-month probability-weighted target $417 (-17% vs spot). P/E Multiple explains 70% of Monte Carlo outcome variance.

AMPEquity ResearchMonte Carlo
10 October 2026Rating: SELL · Fair value vs price -2.5%
Equity Research

Hamilton Lane Inc (HLNE)

HOLD. 12-month probability-weighted target $82 (-4% vs spot). P/E Multiple explains 86% of Monte Carlo outcome variance.

HLNEEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price -3.4%
Equity Research

Northern Trust Corporation (NTRS)

HOLD. 12-month probability-weighted target $175 (+4% vs spot). P/E Multiple explains 88% of Monte Carlo outcome variance.

NTRSEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price -9.5%
Equity Research

SEI Investments Company (SEIC)

HOLD. 12-month probability-weighted target $98 (-6% vs spot). P/E Multiple explains 79% of Monte Carlo outcome variance.

SEICEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price -9.7%
Equity Research

Blackstone Group Inc (BX)

HOLD. 12-month probability-weighted target $112 (-2% vs spot). P/E Multiple explains 89% of Monte Carlo outcome variance.

BXEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price -10.6%
Equity Research

Franklin Resources Inc (BEN)

HOLD. 12-month probability-weighted target $32 (+1% vs spot). P/E Multiple explains 64% of Monte Carlo outcome variance.

BENEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price -12.5%
Equity Research

Affiliated Managers Group, Inc. (AMG)

HOLD. 12-month probability-weighted target $363 (-6% vs spot). P/E Multiple explains 84% of Monte Carlo outcome variance.

AMGEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price -14.0%
Equity Research

The Bank of New York Mellon Corporation (BNY)

HOLD. 12-month probability-weighted target $141 (-1% vs spot). P/E Multiple explains 88% of Monte Carlo outcome variance.

BNYEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price -16.0%
Equity Research

State Street Corp (STT)

HOLD. 12-month probability-weighted target $168 (-4% vs spot). P/E Multiple explains 87% of Monte Carlo outcome variance.

STTEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price -16.6%
Equity Research

KKR & Co. Inc. (KKR)

HOLD. 12-month probability-weighted target $87 (-5% vs spot). P/E Multiple explains 73% of Monte Carlo outcome variance.

KKREquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price -17.2%
Equity Research

BlackRock Inc (BLK)

SELL. 12-month probability-weighted target $912 (-16% vs spot). P/E Multiple explains 81% of Monte Carlo outcome variance.

BLKEquity ResearchMonte Carlo
10 October 2026Rating: SELL · Fair value vs price -18.6%
Equity Research

Invesco Plc (IVZ)

SELL. 12-month probability-weighted target $26 (-12% vs spot). P/E Multiple explains 65% of Monte Carlo outcome variance.

IVZEquity ResearchMonte Carlo
10 October 2026Rating: SELL · Fair value vs price -20.8%
Equity Research

Ares Management LP (ARES)

SELL. 12-month probability-weighted target $102 (-13% vs spot). P/E Multiple explains 80% of Monte Carlo outcome variance.

ARESEquity ResearchMonte Carlo
10 October 2026Rating: SELL · Fair value vs price -26.1%
Equity Research

Corebridge Financial Inc. (CRBG)

Rating suspended since 2026-09-29 — valuation method under review. The rating, price target and expected return are withheld until the name is re-valued; the research on the report page predates the review.

CRBGEquity ResearchMonte Carlo
10 October 2026Rating: N/A
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