Atlantic Equities
Atlantic Equities LLP
Atlantic Equities was a London-based broker publishing fundamental research on US large and mid-cap companies for European institutional investors; since 2023 its franchise has formed part of Rothschild & Co's equities business, branded Rothschild & Co Redburn since 2025.
Company history
Atlantic Equities was set up in London in September 2003 by a team from Cazenove's US equities group and operated as a partnership. In August 2023 it merged its operations with Rothschild & Co-owned Redburn to form Redburn Atlantic, a transatlantic broker with more than 90 research analysts. In 2025 Rothschild & Co placed Redburn Atlantic in its new Global Markets Solutions division and rebranded it Rothschild & Co Redburn.
- 2003Founded in London by a former Cazenove team
- 2023Merged with Redburn to form Redburn Atlantic
- 2025Redburn Atlantic rebranded Rothschild & Co Redburn
Research
Atlantic Equities specialised in bottom-up research on US companies distributed from London, paired with corporate access events bringing US management teams to European investors. It rated stocks Overweight, Neutral or Underweight relative to the other stocks in each analyst's coverage over the next 12 months. The 2023 merger doubled the US coverage available to Redburn clients and expanded it for Atlantic clients by about 40%.
Coverage12M
- Stocks
- 17
- Ratings
- 0
- Price targets
- 17
- Median upside
- +11.4%
- Upgrades
- 0
- Downgrades
- 0
- Initiations
- 0
- Reiterations
- 0
Sectors
Listing
Activity24M
Most covered24M
| Stock | Rating | Target |
|---|---|---|
 ACGLArch Capital Group Ltd. | — | $126 |
 ALLThe Allstate Corporation | — | $319 |
 AMRAlpha Metallurgical Resources, Inc. | — | $194 |
 AXSAXIS Capital Holdings Limited | — | $122 |
 CBChubb Limited | Overweight | $301 |
 CINFCincinnati Financial Corporation | — | $197 |
 EGEverest Re Group, Ltd. | — | $484 |
 METMetLife, Inc. | Overweight | $103 |
 PFGPrincipal Financial Group, Inc. | Overweight | $94 |
 PRUPrudential Financial, Inc. | Neutral | $114 |
Analysts24M
- Chris MullerREFI1
Recent actions
| Stock | Rating action | Target | Date |
|---|---|---|---|
 Chicago Atlantic Real Estate Finance, Inc.REFI | Target | $16 | Aug 12 |
| WTWillis Towers Watson Public Limited CompanyWTW | Target | $360 | Jul 15 |
| WRW. R. Berkley CorporationWRB | Target | $74 | Jul 15 |
| VOVoya Financial, Inc.VOYA | Target | $79 | Jul 15 |
| UNUnum GroupUNM | Target | $88 | Jul 15 |
| TRTrupanion, Inc.TRUP | Target | $42 | Jul 15 |
| RYRyan Specialty Holdings, Inc.RYAN | Target | $69 | Jul 15 |
| Prudential Financial, Inc.PRU | Target | $114 | Jul 15 |
| Principal Financial Group, Inc.PFG | Target | $94 | Jul 15 |
| MetLife, Inc.MET | Target | $103 | Jul 15 |
| Everest Re Group, Ltd.EG | Target | $484 | Jul 15 |
| Cincinnati Financial CorporationCINF | Target | $197 | Jul 15 |
Similar coverage12M
References
- Redburn and Atlantic Equities complete their combination to form Redburn Atlantic - Rothschild & Corothschildandco.com
- Redburn and Atlantic Equities complete merger - The TRADEthetradenews.com
- Rothschild & Co announces creation of Global Markets Solutions and rebranding of research arm (2025)rothschildandco.com
- Atlantic Equities utilities initiation with rating definitions (2020)psc.state.fl.us
- Atlantic Equities - LinkedInlinkedin.com
- Rothschild owners control 96% of company after delisting bid - Reutersreuters.com