Patrick O'Shaughnessy Analyst Performance

Analyst at Raymond James Financial

Patrick O'Shaughnessy is a stock analyst at Raymond James Financial, covering 18 publicly traded companies across a range of sectors. Over the past year, Patrick O'Shaughnessy has issued 16 stock ratings, including strong buy, buy, and hold recommendations. While full access to Patrick O'Shaughnessy's proprietary MarketBeat Analyst Rating 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 Rating: Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating MarketBeat
Average Return: 00.00% 12-Month ROI
Success Rate: 00.00% Profitable Ratings
Total Ratings: 34 Last 10 Years
Buy Recommendations: 76.47% 26 Buy Ratings
Companies Covered: 18 Unique Companies

Ratings Distribution

Rating	Percentage	Count
Strong Buy	17.6%	6 ratings
Buy	58.8%	20 ratings
Hold	23.5%	8 ratings
Sell	0.0%	0 ratings

Out of 34 total stock ratings issued by Patrick O'Shaughnessy at Raymond James Financial, the majority (58.8%) have been Buy recommendations, followed by 23.5% Hold and 17.6% Strong Buy.

Best & Worst Calls

Best Call
000.0%
MKTX
Jan 2017
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Worst Call
000.0%
SPGI
Oct 2021
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Exchange Coverage

Exchange	Percentage	Count
NYSE	50.0% of companies on NYSE	9 companies
NASDAQ	50.0% of companies on NASDAQ	9 companies

Patrick O'Shaughnessy, an analyst at Raymond James Financial, currently covers 18 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector Icon	Sector	Percentage
	Finance 11 companies	61.1%
	Computer and Technology 3 companies	16.7%
	Business Services 3 companies	16.7%
	Miscellaneous 1 company	5.6%

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 Industries

Industry	Percentage
FIN - INVEST BKRS 4 companies	22.2%
SECURITIES EXCHANGES 3 companies	16.7%
REAL ESTATE OPS 2 companies	11.1%
BUSINESS INFO SVC 2 companies	11.1%
IT SERVICES 1 company	5.6%
COMP - SOFTWARE 1 company	5.6%
FIN - INVEST MGMT 1 company	5.6%
PREPACKAGED SOFTWARE 1 company	5.6%
INTERNET SOFTWARE 1 company	5.6%
FEDERAL SAVINGS INSTITUTIONS 1 company	5.6%
Miscellaneous 1 company	5.6%

About Patrick O'Shaughnessy

Patrick 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.

Time Frame

Start Date

End Date

Rating

12-Month ROIAll ROI

Export to Excel

Company	Report Date	Action	Report Date Price	12-Month Price Target	Rating
FICO Fair Isaac	7/31/2025	Lower Price Target	$1,419.95	$1,800.00	Outperform
CBRE CBRE Group	7/24/2025	Boost Price Target	$145.77	$166.00	Outperform
SSNC SS&C Technologies	7/24/2025	Boost Price Target	$86.34	$95.00	Strong-Buy
SEIC SEI Investments	7/24/2025	Boost Price Target	$88.65	$118.00	Outperform
NDAQ Nasdaq	7/9/2025	Reiterated Rating	$89.47	$96.00	Outperform
SCHW Charles Schwab	7/9/2025	Boost Price Target	$92.22	$99.00	Outperform
FDS FactSet Research Systems	6/26/2025	Upgrade	$439.99		Market Perform
DNB Dun & Bradstreet	6/13/2025	Downgrade	$9.06		Market Perform
FICO Fair Isaac	4/30/2025	Boost Price Target	$1,950.51	$2,230.00	Outperform
SSNC SS&C Technologies	4/25/2025	Lower Price Target	$72.68	$90.00	Strong-Buy
CME CME Group	3/10/2025	Upgrade	$254.57	$287.00	Outperform
SSNC SS&C Technologies	2/7/2025	Boost Price Target	$86.45	$95.00	Strong-Buy
HOOD Robinhood Markets	2/5/2025	Initiated Coverage	$52.58		Market Perform
SEIC SEI Investments	1/30/2025	Upgrade	$82.96	$99.00	Outperform
CBRE CBRE Group	1/24/2025	Downgrade	$141.00	$152.00	Outperform
JLL Jones Lang LaSalle	1/24/2025	Boost Price Target	$277.42	$320.00	Strong-Buy

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