Odeon Capital Group
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.
Activity24M
RatingsPrice targetsKey figures
- Stocks covered
- 612M
- Actions
- 612M
- Ratings / Price targets
- 0 / 6
- Median upside
- +34.7%
- On record
- May 2017 – Jul 2026
Overview
Odeon publishes equity and credit research, with equity coverage focused on real estate, consumer companies and banks. Veteran bank analyst Dick Bove has served as its chief financial strategist.
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.
Milestones
- 2008
Founded in New York by Evan Schwartzberg and Mathew Van Alstyne
- 2020
Expands into high-yield and distressed credit
- 2021
Launches emerging markets trading desk
- 2026
Appoints Daniel D'Agostino Jr. head of investment banking
Firm facts
- Legal name
- Odeon Capital Group LLC
- Type
- Boutique
- Founded
- 2008
- Headquarters
- New York, United States
- Co-founder and Chief Executive Officer
- Evan Schwartzberg
- Rating scale
- BuyHoldSell12 months
- Also filed as
- Odeon Capital · Odeon Capital Group LLC
- Website
- odeoncap.com
Research philosophy
The Odeon model of conflict free independent research is what sets us apart from our bulge bracket competitors.
Odeon's equity coverage focuses on real estate, including REITs, consumer companies and banks. As of 2026, the firm says its analysts use both alternative and traditional data, while its fixed-income research targets high-yield and distressed issuers that receive limited or no coverage elsewhere. Its structured-credit team supports the sales team by valuing securities based on their cash flows and the performance of their underlying assets.
Rating methodology
Ratings are Buy (anticipated total return of 10% or more over 12 months), Hold, and Sell (anticipated price decline of 10% or more).
Coverage12M
Sectors
Most covered24M
| Stock | Rating | Target |
|---|---|---|
 Equity LifeStyle Properties, Inc.ELS | — | $65 |
 NextNav Inc.NN | — | $22 |
 Office Properties Income TrustOPI | — | $27 |
 Sun Communities, Inc.SUI | — | $135 |
 Service Properties TrustSVC | — | $3.50 |
 UMH Properties, Inc.UMH | — | $17.50 |
Most active analysts
- Alex Arnold2 notesNNUMH
Recent actions
| Date | Stock | Rating action | Rating | Target | Analyst |
|---|---|---|---|---|---|
| Jul 20 | NextNav Inc.NN | Target | $22 | Alex Arnold | |
| Jul 9 | Equity LifeStyle Properties, Inc.ELS | Target | $65 | ||
| Jul 9 | UMH Properties, Inc.UMH | Target | $17.50 | Alex Arnold | |
| Jul 9 | Sun Communities, Inc.SUI | Target | $135 | ||
| Jul 7 | Office Properties Income TrustOPI | Target | $27 | ||
| May 8 | Service Properties TrustSVC | Target | $3.50 | ||
| Jan 18, 2024 |  Wells Fargo & CompanyWFC | Downgrade | Buy →Hold | ||
| Jan 16, 2024 |  Bank of America CorporationBAC | Downgrade | Buy →Hold | ||
| Dec 14, 2023 | PNThe PNC Financial Services Group, Inc.PNC | Upgrade | Hold →Buy | ||
| Dec 14, 2023 | Bank of America CorporationBAC | Upgrade | Hold →Buy | ||
| Dec 14, 2023 | Wells Fargo & CompanyWFC | Upgrade | Hold →Buy | ||
| Dec 14, 2023 | TFTruist Financial CorporationTFC | Upgrade | Hold →Buy |