Tellvest

Companies Economy Pulse Mentions Returns Firms & Analysts Pricing About

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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Brennan Hawken (UBS) — Tellvest

Analysts/Brennan Hawken

Brennan Hawken

UBS

Financial Services

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

25%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q3 '24Q3 '25

Focus Areas6 topics

Demand2Cost Pressure1Credit1Revenue Growth1Pricing1Margin1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

RJFRaymond James Financial25% challenging2 quarters

2025 Q3

How should we be thinking about that line? And how much of that balance is going to grow when we move into 2026

Cost PressureView in transcript →

is pace sustainable? Are you actually seeing maybe a little bit more demand as we see rates come down

CreditDemandView in transcript →

2024 Q3

Is this a good sign that sponsors are beginning to reengage in the mid-market space? Or were there some lumpy results

ChallengingDemandRevenue GrowthView in transcript →

Should we just assume that that's a roughly 100 beta product as we see cuts?

PricingMarginView in transcript →