Brokerage Recommendations: Is it possible to get Reiterations?

bshapiro

Is it possible to know when a brokerage Reiterates their grade and price target recommendations?

I use the following code to pull some data on brokerage recommendations:

# Retrieves:
# - Brokerage
# - Analyst Nam
# - Price target
# - Date of Price Target change
def get_pt_est_snapshot(symbol_list: list):
    fields = [
              'TR.TPEstValue.brokername', 'TR.TPEstValue.analystname',
              'TR.TPEstValue', 'TR.TPEstValue.date'
             ]
    data, err = ek.get_data(instruments=symbol_list, fields=fields)
    return data

# Retrieves:
# - Brokerage
# - Grade Name
# - Date of Grade change
def get_rec_snapshot(symbol_list: list):
    fields = [
              'TR.BrkRecLabel.brokername', 'TR.BrkRecLabel',
              'TR.BrkRecLabel.date'
             ]
    data, err = ek.get_data(instruments=symbol_list, fields=fields)
    return data

From what I can tell, the dates given for the price targets and grades are the times since their last change. But if a brokerage publishes a note reiterating their recommendation (no change to grade or price target), the date does not change. Is there other data I can pull to detect this?

aramyan.h

Dear @bshapiro ,

I have found another field from Data Item Browser in Workspace which is brokerage estimate confirm date-TR.BrkRecEstConfirmDate. See the output below:

Is this addressing your question?

Best regards,

Haykaz

jonathan.legrand

Hi @bshapiro,

Would you have an example RIC for which you request for these fields?

bshapiro

Sure. Take "DIS" for instance. You can see that there are many brokerages that cover disney, and they each have grades and price targets. Disney reported yesterday, and some of the brokerages reiterated their grades and price targets, but the times were not updated. The times are only updated when grades or price targets change. Is there a way to detect when a brokerage reiterates their recommendations?

bshapiro

BMBL.O and MTTR.O are other examples