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Matt Breese Analyst Performance

Managing Director at Stephens

Matt Breese is a stock analyst at Stephens in the finance sector, covering 16 publicly traded companies. Over the past year, Matt Breese has issued 19 stock ratings, including buy, hold, and sell recommendations. While full access to Matt Breese's 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 Matt Breese's 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
27 Last 1 Years
Buy Recommendations
26.92% 7 Buy Ratings
Companies Covered
16 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy26.9%7 ratings
Hold69.2%18 ratings
Sell3.8%1 ratings

Out of 26 total stock ratings issued by Matt Breese at Stephens, the majority (69.2%) have been Hold recommendations, followed by 26.9% Buy and 3.8% Sell.

Exchange Coverage

ExchangePercentageCount
NASDAQ
75.0% of companies on NASDAQ
12 companies
NYSE
25.0% of companies on NYSE
4 companies

Matt Breese, an analyst at Stephens, currently covers 16 companies listed on NASDAQ and NYSE, with the majority traded on NASDAQ.

Coverage Focus

Sector IconSectorPercentage
Finance
16 companies
100.0%

Matt Breese of Stephens specializes in stock coverage within the Finance sector.

Coverage Industries

IndustryPercentage
BANKS - NORTHEAST
13 companies
81.3%
BANKS - SOUTHEAST
2 companies
12.5%
FIN - SVGS & LOAN
1 company
6.3%

About Matt Breese

Matthew Breese is a managing director and research analyst covering the Northeast/Mid-Atlantic Regional Banks. Prior to joining Stephens in 2019, Matt was a research analyst at Piper Jaffray Companies. Mr. Breese has focused on regional and community banks for more than a decade. StarMine named Mr. Breese the No. 3 stock picker in 2019 and 2018, the No. 1 stock picker in 2015, as well as the No. 3 earnings estimator in 2018 and 2015 for the thrift and mortgage finance segment. Mr. Breese began his career in 2008 with Sterne Agee & Leach, Inc.

Matt Breese's Ratings History at Stephens

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
Independent Bank Corp. stock logo
INDB
Independent Bank
4/15/2026Initiated Coverage$79.43$88.00Overweight
Eastern Bankshares, Inc. stock logo
EBC
Eastern Bankshares
4/15/2026Initiated Coverage$20.68$24.00Overweight
Eastern Bankshares, Inc. stock logo
EBC
Eastern Bankshares
4/15/2026Initiated Coverage$20.73$24.00Overweight
Independent Bank Corp. stock logo
INDB
Independent Bank
4/15/2026Initiated Coverage$78.41$88.00Overweight
Customers Bancorp, Inc stock logo
CUBI
Customers Bancorp
3/16/2026Upgrade$64.68$71.00Equal Weight
Norwood Financial Corp. stock logo
NWFL
Norwood Financial
2/11/2026Set Price Target$31.00$33.00Equal Weight
CNB Financial Corporation stock logo
CCNE
CNB Financial
2/11/2026Boost Price Target$28.73$35.00Overweight
Peoples Financial Services Corp. stock logo
PFIS
Peoples Financial Services
2/11/2026Boost Price Target$55.30$56.00Equal Weight
Customers Bancorp, Inc stock logo
CUBI
Customers Bancorp
2/6/2026Downgrade$76.83$71.00Underweight
Webster Financial Corporation stock logo
WBS
Webster Financial
2/4/2026Reiterated Rating$71.87$73.00Equal Weight
Webster Financial Corporation stock logo
WBS
Webster Financial
2/4/2026Downgrade$72.42$73.00Equal Weight
Dime Community Bancshares, Inc. stock logo
DCOM
Dime Community Bancshares
1/23/2026Boost Price Target$33.87$36.00Equal Weight
Dime Community Bancshares, Inc. stock logo
DCOM
Dime Community Bancshares
12/16/2025Set Price Target$31.50$33.00Equal Weight
Dime Community Bancshares, Inc. stock logo
DCOM
Dime Community Bancshares
12/16/2025Reiterated Rating$31.56$33.00Equal Weight
Customers Bancorp, Inc stock logo
CUBI
Customers Bancorp
10/28/2025Boost Price Target$69.06$68.00Equal Weight
Camden National Corporation stock logo
CAC
Camden National
8/6/2025Upgrade$36.86$44.00Overweight
Customers Bancorp, Inc stock logo
CUBI
Customers Bancorp
7/29/2025Boost Price Target$65.80$62.00Equal Weight
Hanover Bancorp, Inc. stock logo
HNVR
Hanover Bancorp
7/29/2025Lower Price Target$21.80$22.50Equal Weight
Flagstar Bank, National Association stock logo
FLG
Flagstar Bank, National Association
6/12/2025Reiterated Rating$11.29$12.50Equal Weight
Provident Bancorp, Inc. stock logo
PVBC
Provident Bancorp
5/8/2025Lower Price Target$11.10$12.50Equal Weight
Financial Institutions, Inc. stock logo
FISI
Financial Institutions
3/11/2025Reiterated Rating$25.57$32.00Equal Weight
Financial Institutions, Inc. stock logo
FISI
Financial Institutions
1/31/2025Reiterated Rating$26.25$33.00Equal Weight
First Commonwealth Financial Corporation stock logo
FCF
First Commonwealth Financial
1/29/2025Reiterated Rating$16.50$21.50Overweight
OceanFirst Financial Corp. stock logo
OCFC
OceanFirst Financial
1/24/2025Reiterated Rating$18.88$22.00Equal Weight
Customers Bancorp, Inc stock logo
CUBI
Customers Bancorp
1/24/2025Reiterated Rating$57.19$58.00Equal Weight
Univest Corporation of Pennsylvania stock logo
UVSP
Univest Corporation of Pennsylvania
1/23/2025Reiterated Rating$29.43$31.00Equal Weight
Webster Financial Corporation stock logo
WBS
Webster Financial
10/17/2024Set Price Target$53.02$58.00