Jeffrey Adelson Analyst Performance

Executive Director at Morgan Stanley

Jeffrey Adelson is a stock analyst at Morgan Stanley in the finance sector, covering 3 publicly traded companies. Over the past year, Jeffrey Adelson has issued 3 stock ratings, including hold and sell recommendations. While full access to Jeffrey Adelson'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 Jeffrey Adelson's coverage history, rating activity, and performance tendencies — helping individual investors make more informed trading decisions.

Analyst Ratings, Coverage, and Performance Statistics

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

3 Last 0 Years

Buy Recommendations

0.00% 0 Buy Ratings

Companies Covered

3 Unique Companies

Ratings Distribution

Rating	Percentage	Count
Strong Buy	0.0%	0 ratings
Buy	0.0%	0 ratings
Hold	33.3%	1 ratings
Sell	66.7%	2 ratings

Out of 3 total stock ratings issued by Jeffrey Adelson at Morgan Stanley, the majority (66.7%) have been Sell recommendations, followed by 33.3% Hold.

Best & Worst Calls

This analyst does not have any ratings with enough history to determine best and worst calls.

Exchange Coverage

Exchange	Percentage	Count
NYSE	66.7% of companies on NYSE	2 companies
NASDAQ	33.3% of companies on NASDAQ	1 company

Jeffrey Adelson, an analyst at Morgan Stanley, currently covers 3 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector Icon	Sector	Percentage
	Finance 3 companies	100.0%

Jeffrey Adelson of Morgan Stanley specializes in stock coverage within the Finance sector.

Coverage Industries

Industry	Percentage
FIN - MISC SVCS 2 companies	66.7%
FIN - MTG&REL SVS 1 company	33.3%

Jeffrey Adelson's Ratings History at Morgan Stanley

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 Subscription

12-Month ROIUpgrade to All Access to use the All ROI Filter

Export to Excel

Company	Report Date	Action	Report Date Price	12-Month Price Target	Rating	12-Month Price & ROI	Details
RKT Rocket Companies	8/14/2025	Initiated Coverage	$19.03	$16.00	Equal Weight	$0.00 00.00% ROI
SOFI SoFi Technologies	7/30/2025	Reiterated Rating	$21.61	$13.00	Underweight	$0.00 00.00% ROI
BFH Bread Financial	4/24/2025	Set Price Target	$48.81	$36.00	Underweight	$0.00 00.00% ROI

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