Atlantic Equities
Atlantic Equities was a London-based broker that published fundamental research on US large- and mid-cap companies for European institutional investors. Its business joined Rothschild & Co in 2023 and has operated under the Rothschild & Co Redburn brand since 2025.
Activity24M
RatingsPrice targetsKey figures
- Stocks covered
- 1712M
- Actions
- 1712M
- Ratings / Price targets
- 0 / 17
- Median upside
- +11.4%
- On record
- Aug 2012 – Aug 2026
Overview
Atlantic Equities distributed research from London and organized events connecting US management teams with European investors. Its 2023 merger with Redburn doubled the US stock coverage available to Redburn clients and expanded that available to Atlantic clients by about 40%. Atlantic said it limited product distribution to offerings suited to clients' needs.
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.
Milestones
- 2003
Founded in London by a former Cazenove team
- 2023
Merged with Redburn to form Redburn Atlantic
- 2025
Redburn Atlantic rebranded Rothschild & Co Redburn
Firm facts
- Legal name
- Atlantic Equities LLP
- Type
- Independent research
- Founded
- 2003
- Headquarters
- London, United Kingdom
- Parent
- Rothschild & Co
- Rating scale
- OverweightNeutralUnderweight12 months
- Website
- rothschildandco.com
Research philosophy
We also believe our geographical and cultural distinction from Wall Street enables us to offer a valuable alternative to consensus stock selection.
Atlantic Equities specialized in bottom-up research on US companies. In the 2000s, it presented itself as an independent alternative to Wall Street firms with investment banking conflicts. It did no investment banking or corporate finance work and said its research was free of bias linked to securities issuance. The firm sought to distinguish itself through frequent meetings with European investors and research tailored to individual clients.
Rating methodology
It rated stocks Overweight, Neutral or Underweight relative to the other stocks in each analyst's coverage over the next 12 months.
Coverage12M
Sectors
Most covered24M
| Stock | Rating | Target |
|---|---|---|
 Arch Capital Group Ltd.ACGL | — | $126 |
 The Allstate CorporationALL | — | $319 |
 Alpha Metallurgical Resources, Inc.AMR | — | $194 |
 AXIS Capital Holdings LimitedAXS | — | $122 |
 Chubb LimitedCB | Overweight | $301 |
 Cincinnati Financial CorporationCINF | — | $197 |
 Everest Re Group, Ltd.EG | — | $484 |
 MetLife, Inc.MET | Overweight | $103 |
 Principal Financial Group, Inc.PFG | Overweight | $94 |
 Prudential Financial, Inc.PRU | Neutral | $114 |
Most active analysts
- Chris Muller1 notesREFI
Recent actions
| Date | Stock | Rating action | Target | Analyst |
|---|---|---|---|---|
| Aug 12 |  Chicago Atlantic Real Estate Finance, Inc.REFI | Target | $16 | Chris Muller |
| Jul 15 | 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 |