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Wilma Burdis

Wilma Burdis Analyst Performance

Director at Raymond James Financial

Wilma Burdis is a stock analyst at Raymond James Financial in the finance sector, covering 9 publicly traded companies. Over the past year, Wilma Burdis has issued 14 stock ratings, including strong buy, buy, hold, and sell recommendations. While full access to Wilma Burdis' proprietary MarketBeat Analyst Ranking is reserved for MarketBeat All Access subscribers, the rating is updated daily to reflect the most recent analyst activity. This profile highlights Wilma Burdis' coverage history, rating activity, and performance tendencies — helping individual investors make more informed trading decisions.

Analyst Rankings, Coverage, and Performance Statistics

Average Return
00.00% 12-Month ROI
Success Rate
00.00% Profitable Ratings
Total Ratings
16 Last 1 Years
Buy Recommendations
68.75% 11 Buy Ratings
Companies Covered
9 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy43.8%7 ratings
Buy25.0%4 ratings
Hold25.0%4 ratings
Sell6.3%1 ratings

Out of 16 total stock ratings issued by Wilma Burdis at Raymond James Financial, the majority (43.8%) have been Strong Buy recommendations, followed by 25.0% Buy, 25.0% Hold, and 6.3% Sell.

Exchange Coverage

ExchangePercentageCount
NYSE
77.8% of companies on NYSE
7 companies
NASDAQ
22.2% of companies on NASDAQ
2 companies

Wilma Burdis, an analyst at Raymond James Financial, currently covers 9 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector IconSectorPercentage
Finance
9 companies
100.0%

Wilma Burdis of Raymond James Financial specializes in stock coverage within the Finance sector.

Coverage Industries

IndustryPercentage
FIN - INVEST MGMT
3 companies
33.3%
INS - ACC & HLTH
2 companies
22.2%
INS - LIFE
2 companies
22.2%
INS - MULTI LINE
1 company
11.1%
FIN - MISC SVCS
1 company
11.1%

About Wilma Burdis

Wilma Burdis joined Raymond James in 2022 and covers the asset management and life insurance sectors. Prior to Raymond James, she spent four years as an integral member of a highly ranked insurance team at Credit Suisse. Burdis also spent time in M&A investment banking at Wells Fargo and as a quantitative analyst at BB&T. She received B.S. degrees in mathematics and statistics and a masters of economics from North Carolina State University, and earned her MBA from Duke University. Burdis is a CFA charterholder.
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Wilma Burdis' Ratings History at Raymond James Financial

Recommendation ROI is the percentage between the price on the Report Date to the price 12 months after the report date.
Available with a MarketBeat All Access Subscription
12-Month ROIUpgrade to All Access to use the All ROI Filter
CompanyReport DateActionReport Date Price12-Month
Price Target
Rating12-Month
Price & ROI
Details
Principal Financial Group, Inc. stock logo
PFG
Principal Financial Group
5/19/2026Downgrade$102.40$111.00Outperform
WisdomTree, Inc. stock logo
WT
WisdomTree
4/21/2026Upgrade$17.18Moderate Buy
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
2/19/2026Reiterated Rating$11.24Strong-Buy
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
2/11/2026Set Price Target$489.22$582.00Strong-Buy
Ares Management Corporation stock logo
ARES
Ares Management
2/9/2026Upgrade$130.74$157.00Strong-Buy
Aflac Incorporated stock logo
AFL
Aflac
12/30/2025Reiterated Rating$109.98$119.00Outperform
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
12/10/2025Upgrade$16.68$20.00Strong-Buy
Brighthouse Financial, Inc. stock logo
BHF
Brighthouse Financial
11/12/2025Reiterated Rating$65.83Market Perform
Reinsurance Group of America, Incorporated stock logo
RGA
Reinsurance Group of America
10/17/2025Downgrade$188.05Underperform
Ares Management Corporation stock logo
ARES
Ares Management
7/28/2025Initiated Coverage$186.24Market Perform
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
7/28/2025Initiated Coverage$19.98Market Perform
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
7/25/2025Boost Price Target$522.01$582.00Strong-Buy
Aflac Incorporated stock logo
AFL
Aflac
5/29/2025Lower Price Target$102.62$110.00Outperform
Reinsurance Group of America, Incorporated stock logo
RGA
Reinsurance Group of America
5/23/2025Reiterated Rating$202.88Market Perform
Brighthouse Financial, Inc. stock logo
BHF
Brighthouse Financial
3/18/2025Upgrade$56.95$72.00Strong-Buy
Unum Group stock logo
UNM
Unum Group
3/5/2025Upgrade$77.95$108.00Strong-Buy