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Jeffrey Adelson

Jeffrey Adelson Analyst Performance

Executive Director at Morgan Stanley

Jeffrey Adelson is a stock analyst at Morgan Stanley in the finance sector, covering 8 publicly traded companies. Over the past year, Jeffrey Adelson has issued 19 stock ratings, including buy, hold, and sell recommendations. While full access to Jeffrey Adelson'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 Jeffrey Adelson'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
20 Last 1 Years
Buy Recommendations
13.33% 2 Buy Ratings
Companies Covered
8 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy13.3%2 ratings
Hold40.0%6 ratings
Sell46.7%7 ratings

Out of 15 total stock ratings issued by Jeffrey Adelson at Morgan Stanley, the majority (46.7%) have been Sell recommendations, followed by 40.0% Hold and 13.3% Buy.

Best & Worst Calls

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

Exchange Coverage

ExchangePercentageCount
NYSE
62.5% of companies on NYSE
5 companies
NASDAQ
37.5% of companies on NASDAQ
3 companies

Jeffrey Adelson, an analyst at Morgan Stanley, currently covers 8 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector IconSectorPercentage
Finance
8 companies
100.0%

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

Coverage Industries

IndustryPercentage
FIN - MISC SVCS
3 companies
37.5%
FIN - CONS LOANS
3 companies
37.5%
FIN - MTG&REL SVS
2 companies
25.0%

Jeffrey Adelson's Ratings History at Morgan Stanley

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
Bread Financial Holdings, Inc. stock logo
BFH
Bread Financial
4/24/2026Set Price Target$88.09$98.00
American Express Company stock logo
AXP
American Express
4/16/2026Lower Price Target$326.59$385.00Equal Weight
Capital One Financial Corporation stock logo
COF
Capital One Financial
4/16/2026Lower Price Target$202.48$273.00Overweight
Bread Financial Holdings, Inc. stock logo
BFH
Bread Financial
4/16/2026Set Price Target$83.28$91.00Equal Weight
SLM Corporation stock logo
SLM
SLM
2/18/2026Lower Price Target$24.10$29.00Equal Weight
Bread Financial Holdings, Inc. stock logo
BFH
Bread Financial
1/30/2026Boost Price Target$72.32$68.00Underweight
Navient Corporation stock logo
NAVI
Navient
1/28/2026Set Price Target$9.81$12.00
American Express Company stock logo
AXP
American Express
1/20/2026Set Price Target$359.69$395.00
Bread Financial Holdings, Inc. stock logo
BFH
Bread Financial
1/20/2026Boost Price Target$73.78$62.00Underweight
Bread Financial Holdings, Inc. stock logo
BFH
Bread Financial
12/16/2025Set Price Target$75.14$57.00Underweight
American Express Company stock logo
AXP
American Express
12/16/2025Set Price Target$382.92$370.00
UWM Holdings Corporation stock logo
UWMC
UWM
12/16/2025Set Price Target$5.13$6.00
SLM Corporation stock logo
SLM
SLM
12/9/2025Reiterated Rating$30.85$31.00Equal Weight
Bread Financial Holdings, Inc. stock logo
BFH
Bread Financial
10/24/2025Set Price Target$65.80$55.00Underweight
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
9/29/2025Boost Price Target$27.98$18.00Underweight
Capital One Financial Corporation stock logo
COF
Capital One Financial
9/29/2025Boost Price Target$223.97$267.00Overweight
Rocket Companies, Inc. stock logo
RKT
Rocket Companies
9/29/2025Boost Price Target$19.75$18.00Equal Weight
Rocket Companies, Inc. stock logo
RKT
Rocket Companies
8/14/2025Initiated Coverage$19.03$16.00Equal Weight
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
7/30/2025Reiterated Rating$21.61$13.00Underweight
Bread Financial Holdings, Inc. stock logo
BFH
Bread Financial
4/24/2025Set Price Target$48.81$36.00Underweight