Odeon Capital Group

Odeon Capital Group LLC

Odeon Capital Group is an independent New York broker-dealer offering sales and trading, research and investment banking to institutional clients. Its trading spans structured products, corporate bonds, municipals, currencies and Treasuries.

Company history

Evan Schwartzberg and Mathew Van Alstyne founded Odeon in New York in 2008 as a boutique broker-dealer for institutional investors. It expanded into high-yield and distressed credit from 2020 and later into emerging markets and US rates, and employs more than 100 sales, trading and research professionals. In March 2026 it named Daniel D'Agostino Jr. head of investment banking.

  1. 2008Founded in New York by Evan Schwartzberg and Mathew Van Alstyne
  2. 2020Expands into high-yield and distressed credit
  3. 2021Launches emerging markets trading desk
  4. 2026Appoints Daniel D'Agostino Jr. head of investment banking

Research

Odeon publishes equity and credit research, with equity coverage concentrated in real estate, including REITs, consumer companies and banks. Bank analyst Dick Bove is its chief financial strategist. Ratings are Buy (anticipated total return of 10% or more over 12 months), Hold, and Sell (anticipated price decline of 10% or more).

Coverage12M

Stocks
6
Ratings
0
Price targets
6
Median upside
+34.7%
Upgrades
0
Downgrades
0
Initiations
0
Reiterations
0

Sectors

  • Real Estate83%
  • Information Technology17%

Listing

  • United States100%

Activity24M

RatingsPrice targets5
Oct 2024 · Ratings 0 · Price targets 0Nov 2024 · Ratings 0 · Price targets 0Dec 2024 · Ratings 0 · Price targets 0Jan 2025 · Ratings 0 · Price targets 0Feb 2025 · Ratings 0 · Price targets 0Mar 2025 · Ratings 0 · Price targets 0Apr 2025 · Ratings 0 · Price targets 0May 2025 · Ratings 0 · Price targets 0Jun 2025 · Ratings 0 · Price targets 0Jul 2025 · Ratings 0 · Price targets 0Aug 2025 · Ratings 0 · Price targets 0Sep 2025 · Ratings 0 · Price targets 0Oct 2025 · Ratings 0 · Price targets 0Nov 2025 · Ratings 0 · Price targets 0Dec 2025 · Ratings 0 · Price targets 0Jan 2026 · Ratings 0 · Price targets 0Feb 2026 · Ratings 0 · Price targets 0Mar 2026 · Ratings 0 · Price targets 0Apr 2026 · Ratings 0 · Price targets 0May 2026 · Ratings 0 · Price targets 1Jun 2026 · Ratings 0 · Price targets 0Jul 2026 · Ratings 0 · Price targets 5Aug 2026 · Ratings 0 · Price targets 0Sep 2026 · Ratings 0 · Price targets 0
Oct '24Oct '25Sep '26

Most covered24M

StockRatingTargetActionsLast action
ELSEquity LifeStyle Properties, Inc.$651Jul 9
NNNextNav Inc.$221Jul 20
OPIOffice Properties Income Trust$271Jul 7
SUISun Communities, Inc.$1351Jul 9
SVCService Properties Trust$3.501May 8
UMHUMH Properties, Inc.$17.501Jul 9

Analysts24M

  • Alex ArnoldNN · UMH2

Recent actions

StockRating actionRatingTargetDate
NextNav Inc.NNTarget$22Jul 20
Equity LifeStyle Properties, Inc.ELSTarget$65Jul 9
UMH Properties, Inc.UMHTarget$17.50Jul 9
Sun Communities, Inc.SUITarget$135Jul 9
Office Properties Income TrustOPITarget$27Jul 7
Service Properties TrustSVCTarget$3.50May 8
Wells Fargo & CompanyWFCDowngradeBuyHoldJan 18, 2024
Bank of America CorporationBACDowngradeBuyHoldJan 16, 2024
The PNC Financial Services Group, Inc.PNCUpgradeHoldBuyDec 14, 2023
Bank of America CorporationBACUpgradeHoldBuyDec 14, 2023
Wells Fargo & CompanyWFCUpgradeHoldBuyDec 14, 2023
Truist Financial CorporationTFCUpgradeHoldBuyDec 14, 2023

References

  1. Our team – Odeon Capital Groupodeoncap.com
  2. Legal Documents and Research Disclosures – Odeon Capital Groupodeoncap.com
  3. ODEON CAPITAL GROUP LLC – FINRA BrokerCheckbrokercheck.finra.org
  4. News – Odeon Capital Groupodeoncap.com
  5. Odeon Capital Appoints Daniel D'Agostino Jr. as Head of Investment Banking (Business Wire, March 2026)businesswire.com
  6. This could be biggest year for bank mergers since the late 1990s (Hartford Business Journal, May 2025)hartfordbusiness.com