Patrick O'Shaughnessy Analyst PerformanceAnalyst at Raymond James FinancialPatrick O'Shaughnessy is a stock analyst at Raymond James Financial focused in the finance sector, covering 21 publicly traded companies. Over the past year, Patrick O'Shaughnessy has issued 23 stock ratings, including strong buy, buy, and hold recommendations. While full access to Patrick O'Shaughnessy'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 Patrick O'Shaughnessy's coverage history, rating activity, and performance tendencies — helping individual investors make more informed trading decisions. Analyst Rankings, Coverage, and Performance StatisticsAnalyst RankingSubscribe to MarketBeat All Access for the analyst's recommendation accuracy rating MarketBeatAverage Return00.00% 12-Month ROISuccess Rate00.00% Profitable RatingsTotal Ratings41 Last 10 YearsBuy Recommendations78.05% 32 Buy RatingsCompanies Covered21 Unique Companies Ratings Distribution41RatingsDistribution of strong buy, buy, hold, and sell ratings by Patrick O'Shaughnessy.RatingPercentageCount Strong Buy19.5%8 ratings Buy58.5%24 ratings Hold22.0%9 ratings Sell0.0%0 ratingsOut of 41 total stock ratings issued by Patrick O'Shaughnessy at Raymond James Financial, the majority (58.5%) have been Buy recommendations, followed by 22.0% Hold and 19.5% Strong Buy.Best & Worst CallsBest Call000.0%MKTXJan 2017Subscribe to MarketBeat All Access to get analyst recommendation ROI.Worst Call000.0%SPGIOct 2021Subscribe to MarketBeat All Access to get analyst recommendation ROI.Exchange CoverageExchangePercentageCountNYSE52.4% of companies on NYSE11 companiesNASDAQ47.6% of companies on NASDAQ10 companiesPatrick O'Shaughnessy, an analyst at Raymond James Financial, currently covers 21 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.Coverage FocusSector IconSectorPercentageFinance14 companies66.7%Computer and Technology3 companies14.3%Business Services3 companies14.3%Miscellaneous1 company4.8%Patrick O'Shaughnessy of Raymond James Financial specializes in stock coverage within the Finance sector, with additional focus on Computer and Technology and Business Services companies.Coverage IndustriesIndustryPercentageFIN - INVEST BKRS5 companies23.8%SECURITIES EXCHANGES4 companies19.0%REAL ESTATE OPS2 companies9.5%BUSINESS INFO SVC2 companies9.5%FIN - MISC SVCS1 company4.8%COMP - SOFTWARE1 company4.8%FIN - INVEST MGMT1 company4.8%IT SERVICES1 company4.8%PREPACKAGED SOFTWARE1 company4.8%INTERNET SOFTWARE1 company4.8%FEDERAL SAVINGS INSTITUTIONS1 company4.8%Miscellaneous1 company4.8% About Patrick O'ShaughnessyPatrick O'Shaughnessy is the Chief Executive Officer at O'Shaughnessy Asset Management (OSAM). Patrick oversees the day-to-day business of the firm, directing OSAM's initiatives in the areas of research and portfolio management, investor education and client service and relationships. He also serves as a Portfolio Manager. Prior to his role as CEO, Patrick spent 11 years on OSAM's Research & Portfolio Management team, working to improve the firm's investment strategies. Patrick is the author of Millennial Money: How Young Investors can Build a Fortune, published by Palgrave Macmillan, and a contributing author to the Fourth Edition of What Works on Wall Street. Patrick's podcast "Invest Like the Best," which is a series of conversations with leading investors across asset classes, recently passed 2.5 million listeners and was named among "5 Investment Podcasts You Should Listen To" by The Wall Street Journal. Patrick is an equity owner in OSAM and a member of the firm's Executive Committee. Patrick holds a B.A. in Philosophy from the University of Notre Dame and is also a Chartered Financial Analyst. Patrick O'Shaughnessy's Ratings History at Raymond James Financial Custom Range 1 Month 3 Months 6 Months Year-to-Date 1 Year 2 Years 3 Years 4 Years 5 Years All Time Timeframe Start Date End Date All Ratings Strong Buy Buy Hold Sell Rating 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 Subscription12-Month ROIUpgrade to All Access to use the All ROI Filter Export to Excel CompanyReport DateActionReport Date Price12-MonthPrice TargetRating12-MonthPrice & ROIDetailsMCOMoody's10/17/2025Upgrade$468.57Market Perform$0.0000.00% ROISSNCSS&C Technologies10/17/2025Boost Price Target$79.61$101.00Strong-Buy$0.0000.00% ROITWTradeweb Markets10/14/2025Lower Price Target$108.35$134.00Outperform$0.0000.00% ROISEICSEI Investments10/14/2025Boost Price Target$82.52$120.00Outperform$0.0000.00% ROICMECME Group10/13/2025Lower Price Target$271.45$307.00Outperform$0.0000.00% ROINDAQNasdaq10/13/2025Reiterated Rating$88.90$100.00Outperform$0.0000.00% ROIICEIntercontinental Exchange10/13/2025Upgrade$157.51$210.00Strong-Buy$0.0000.00% ROIFICOFair Isaac7/31/2025Lower Price Target$1,419.95$1,800.00Outperform$0.0000.00% ROICBRECBRE Group7/24/2025Boost Price Target$145.77$166.00Outperform$0.0000.00% ROISSNCSS&C Technologies7/24/2025Boost Price Target$86.34$95.00Strong-Buy$0.0000.00% ROISEICSEI Investments7/24/2025Boost Price Target$88.65$118.00Outperform$0.0000.00% ROINDAQNasdaq7/9/2025Reiterated Rating$89.47$96.00Outperform$0.0000.00% ROISCHWCharles Schwab7/9/2025Boost Price Target$92.22$99.00Outperform$0.0000.00% ROIFDSFactSet Research Systems6/26/2025Upgrade$439.99Market Perform$0.0000.00% ROIDNBDun & Bradstreet6/13/2025Downgrade$9.06Market Perform$0.0000.00% ROIFICOFair Isaac4/30/2025Boost Price Target$1,950.51$2,230.00Outperform$0.0000.00% ROISSNCSS&C Technologies4/25/2025Lower Price Target$72.68$90.00Strong-Buy$0.0000.00% ROICMECME Group3/10/2025Upgrade$254.57$287.00Outperform$0.0000.00% ROISSNCSS&C Technologies2/7/2025Boost Price Target$86.45$95.00Strong-Buy$0.0000.00% ROIHOODRobinhood Markets2/5/2025Initiated Coverage$52.58Market Perform$0.0000.00% ROISEICSEI Investments1/30/2025Upgrade$82.96$99.00Outperform$0.0000.00% ROICBRECBRE Group1/24/2025Downgrade$141.00$152.00Outperform$0.0000.00% ROIJLLJones Lang LaSalle1/24/2025Boost Price Target$277.42$320.00Strong-Buy$0.0000.00% ROI Stock Forecasts and Research Tools Today's Ratings U.S. Ratings U.K. Ratings Canadian Ratings All Upgrades All Downgrades All Initiations All Price Target Changes Top-Rated Stocks Top Rated Stocks Top-Rated Dividend Stocks Top-Rated Small-Cap Stocks Top-Rated Tech Stocks Most-Upgraded Stocks Most-Downgraded Stocks Lowest-Rated Stocks More Ratings Tools Stock Ratings by Issuer Top-Rated Analysts Top-Rated Brokerages Stock Ratings Screener Free Ratings Newsletter Price Forecasts for Popular Stocks Alphabet (Google) Stock ForecastAmazon Stock ForecastApple Stock ForecastMeta (Facebook) Stock ForecastMicrosoft Stock ForecastNetflix Stock ForecastNvidia Stock ForecastTesla Stock Forecast Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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