Richard Shane Profile - J.P. Morgan Analyst
641 Followers
Richard Shane J.P. Morgan
Wall Street Analyst
Success Rate
323 out of 493 ratings made a profit
Average Return
+11.70%
Average return per rating
Time Frame
Compare to
Copying Richard Shane's trades since 2016 and holding each position for 1 Year would result in 65.52% of your transactions generating a profit, with an average return of 11.7% per rating.
Stock Rating Distribution
46.34% Hold
44.11% Buy
9.55% Sell
Distribution of Richard Shane's ratings
Additional Information
Main Sector:Financial
Geo Coverage:
Best Rating
The most profitable rating made by Richard Shane
Richard Shane's Stock Coverage
PennyMac Financial
Nov 07, 2016
Hold
Reiterated
$18.00
(-77.77% Downside)
4Ratings
―
0.00%
MFA Financial
Jul 23, 2018
Hold
Downgraded
$7.50
(-18.26% Downside)
6Ratings
+26.10%
Ladder Capital
Apr 27, 2021
Sell
Reiterated
$11.00
(9.67% Upside)
8Ratings
+2.77%
Granite Point Mortgage
Apr 27, 2021
Hold
Reiterated
$12.00
(705.37% Upside)
3Ratings
―
0.00%
First Horizon
Jul 19, 2021
Buy
Reiterated
$20.00
(-16.07% Downside)
1Ratings
+50.90%
Rocket Lab USA
Feb 28, 2025
Buy
Reiterated
$45.00
(-60.86% Downside)
1Ratings
+237.20%
Enact Holdings
Feb 05, 2026
Hold
Reiterated
$44.00
(8.48% Upside)
27Ratings
+13.08%
MidCap Financial Investment Corporation
Mar 13, 2026
Hold
Reiterated
$10.00
(-4.53% Downside)
7Ratings
―
0.00%
Oaktree Specialty Lending
Mar 13, 2026
Hold
Reiterated
$10.50
(-10.94% Downside)
7Ratings
-11.20%
Pennantpark Investment
Mar 13, 2026
Hold
Reiterated
―
6Ratings
+26.15%
List of latest recommendations made by Richard Shane. Click to expand and see Richard Shane's performance on a particular stock
Disclaimer: TipRanks collects analysts’ ratings and price targets by scanning publicly available reports on financial websites and by receiving reports from analysts, firms, or customers. The information and statistics displayed might not be accurate, complete, or up-to-date. The analyst ratings provided are the sole responsibility of the source publication. TipRanks holds no liability over the analysts' information, price targets, ratings, or opinions expressed.
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Learn More >About Analyst Ratings
About Analyst Ratings
Analyst ratings represent professional recommendations - Buy, Hold, or Sell - issued for a specific stock. Each rating reflects the analyst’s view at the time of publication and is tracked to measure historical performance.
Ratings Count
The total number of analyst ratings (Buy, Hold, and Sell) issued for the stock. This includes all published recommendations, even those not used in performance calculations.
Performance Calculation
To ensure accuracy and prevent duplication, only certain ratings are included in performance metrics:
•
One rating per analyst per month: If an analyst publishes more than one rating in a month, only the first is counted.
•
Updated ratings end prior ones: If the analyst changes their stance during that month (for example, from Buy to Sell), performance tracking for the earlier rating stops immediately on the update date, and the new rating begins tracking from that point forward.
•
Hold ratings excluded: Hold recommendations are displayed on the chart but are not counted in performance or return calculations.
Example
If an analyst rates a stock Buy on April 1 and changes it to Sell on April 20, the Buy rating’s performance is measured from April 1 to April 20. From April 20 onward, only the Sell rating is tracked.
Success Rate
Indicates the percentage of performance-accounted ratings that generated a positive return during their active period. For example, if 6 out of 17 accounted ratings were profitable, the success rate is 35%.
Average Return
Represents the mean return per active rating - showing the average gain or loss an analyst’s recommendation produced while it was active.
Richard Shane activity FAQ
What is the performance of Richard Shane's recommendations?
The percentage of profitable recommendations made by Richard Shane is 66%, and the average return per transaction is 11.70%.
What was Richard Shane's most profitable rating?
Richard Shane’s most profitable ratings was a buy on RKLB stock on Feb 28, 2025 - Feb 28, 2026. The return on the trade was +237.20%.
Where can I see a list of stock analyst ratings?
You can see a list of daily stock analyst ratings here.
What are the most recommended stocks by analysts?
You can see a list of the most recommended stocks by analysts here