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Charlie Lederer

Charlie Lederer Analyst Performance

Equity Research Analyst at BMO Capital Markets

Charlie Lederer is a stock analyst at BMO Capital Markets in the finance sector, covering 2 publicly traded companies. Over the past year, Charlie Lederer has issued 6 stock ratings, including buy and hold recommendations. While full access to Charlie Lederer'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 Charlie Lederer'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
7 Last 1 Years
Buy Recommendations
57.14% 4 Buy Ratings
Companies Covered
2 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy57.1%4 ratings
Hold42.9%3 ratings
Sell0.0%0 ratings

Out of 7 total stock ratings issued by Charlie Lederer at BMO Capital Markets, the majority (57.1%) have been Buy recommendations, followed by 42.9% Hold.

Exchange Coverage

ExchangePercentageCount
NYSE
50.0% of companies on NYSE
1 company
NASDAQ
50.0% of companies on NASDAQ
1 company

Charlie Lederer, an analyst at BMO Capital Markets, currently covers 2 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector IconSectorPercentage
Finance
2 companies
100.0%

Charlie Lederer of BMO Capital Markets specializes in stock coverage within the Finance sector.

Coverage Industries

IndustryPercentage
INS - MULTI LINE
1 company
50.0%
INS - LIFE
1 company
50.0%

About Charlie Lederer

Mr. Charlie Lederer, CPA, is an Analyst at BMO Capital Markets Corp. Mr. Lederer was previously employed as a Vice President by Citigroup Global Markets, Inc. (Broker), a Vice President by Wolfe Research LLC, an Equity Research Associate by Credit Suisse Securities (USA) LLC (Broker), a Senior Accountant by Anixter, Inc., and a Principal by PricewaterhouseCoopers LLP. He received his undergraduate degree from the University of Illinois At Urbana–Champaign and a graduate degree from the University of Illinois.
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Charlie Lederer's Ratings History at BMO Capital Markets

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
Assurant, Inc. stock logo
AIZ
Assurant
2/12/2026Lower Price Target$218.86$246.00Outperform
Baldwin Insurance Group, Inc. stock logo
BWIN
Baldwin Insurance Group
12/4/2025Lower Price Target$26.18$33.00Market Perform
Baldwin Insurance Group, Inc. stock logo
BWIN
Baldwin Insurance Group
11/11/2025Boost Price Target$26.48$34.00Market Perform
Baldwin Insurance Group, Inc. stock logo
BWIN
Baldwin Insurance Group
10/13/2025Reiterated Rating$28.73$33.00Market Perform
Assurant, Inc. stock logo
AIZ
Assurant
8/12/2025Initiated Coverage$205.54$238.00Outperform
Assurant, Inc. stock logo
AIZ
Assurant
8/12/2025Initiated Coverage$209.37$238.00Outperform
Baldwin Insurance Group, Inc. stock logo
BWIN
Baldwin Insurance Group
3/27/2025Initiated Coverage$44.64$53.00Outperform