Free Trial

Terry Ma Analyst Performance

Analyst at National Bank Financial

Terry Ma is a stock analyst at National Bank Financial focused in the finance sector, covering 23 publicly traded companies. Over the past year, Terry Ma has issued 100 stock ratings, including buy, hold, and sell recommendations. While full access to Terry Ma'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 Terry Ma'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
109 Last 1 Years
Buy Recommendations
36.63% 37 Buy Ratings
Companies Covered
23 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy36.6%37 ratings
Hold45.5%46 ratings
Sell17.8%18 ratings

Out of 101 total stock ratings issued by Terry Ma at National Bank Financial, the majority (45.5%) have been Hold recommendations, followed by 36.6% Buy and 17.8% Sell.

Exchange Coverage

ExchangePercentageCount
NYSE
73.9% of companies on NYSE
17 companies
NASDAQ
26.1% of companies on NASDAQ
6 companies

Terry Ma, an analyst at National Bank Financial, currently covers 23 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector IconSectorPercentage
Finance
21 companies
91.3%
Transportation
2 companies
8.7%

Terry Ma of National Bank Financial specializes in stock coverage within the Finance sector, with additional focus on Transportation companies.

Coverage Industries

IndustryPercentage
FIN - CONS LOANS
5 companies
21.7%
FIN - MISC SVCS
4 companies
17.4%
INS - MULTI LINE
3 companies
13.0%
FIN - MTG&REL SVS
3 companies
13.0%
INS - PROP&CASLTY
3 companies
13.0%
REIT - MTGE TRUST
3 companies
13.0%
TRANS - EQP&LSNG
2 companies
8.7%

Terry Ma's Ratings History at National Bank Financial

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
Fidelity National Financial, Inc. stock logo
FNF
Fidelity National Financial
5/11/2026Lower Price Target$49.46$50.00Equal Weight
OneMain Holdings, Inc. stock logo
OMF
OneMain
5/4/2026Lower Price Target$56.64$61.00Equal Weight
MGIC Investment Corporation stock logo
MTG
MGIC Investment
5/1/2026Lower Price Target$26.11$28.00Equal Weight
Navient Corporation stock logo
NAVI
Navient
4/30/2026Boost Price Target$9.51$8.00Underweight
Aercap Holdings N.V. stock logo
AER
Aercap
4/30/2026Boost Price Target$138.05$164.00Overweight
SLM Corporation stock logo
SLM
SLM
4/24/2026Boost Price Target$23.42$30.00Overweight
First American Financial Corporation stock logo
FAF
First American Financial
4/24/2026Boost Price Target$68.77$80.00Overweight
Bread Financial Holdings, Inc. stock logo
BFH
Bread Financial
4/24/2026Boost Price Target$92.10$70.00Underweight
American Express Company stock logo
AXP
American Express
4/24/2026Lower Price Target$318.51$322.00Equal Weight
Capital One Financial Corporation stock logo
COF
Capital One Financial
4/22/2026Boost Price Target$202.89$250.00Overweight
Synchrony Financial stock logo
SYF
Synchrony Financial
4/22/2026Boost Price Target$78.92$93.00Overweight
Rocket Companies, Inc. stock logo
RKT
Rocket Companies
4/6/2026Upgrade$14.95$19.00Overweight
First American Financial Corporation stock logo
FAF
First American Financial
4/6/2026Upgrade$58.20$72.00Overweight
Capital One Financial Corporation stock logo
COF
Capital One Financial
4/6/2026Lower Price Target$181.98$226.00Overweight
Navient Corporation stock logo
NAVI
Navient
4/6/2026Lower Price Target$8.25$7.00Underweight
MGIC Investment Corporation stock logo
MTG
MGIC Investment
4/6/2026Boost Price Target$26.84$29.00Equal Weight
Fidelity National Financial, Inc. stock logo
FNF
Fidelity National Financial
4/6/2026Lower Price Target$46.08$54.00Equal Weight
Essent Group Ltd. stock logo
ESNT
Essent Group
4/6/2026Lower Price Target$59.19$61.00Equal Weight
Bread Financial Holdings, Inc. stock logo
BFH
Bread Financial
4/6/2026Boost Price Target$73.89$67.00Underweight
American Express Company stock logo
AXP
American Express
4/6/2026Lower Price Target$303.94$323.00Equal Weight
UWM Holdings Corporation stock logo
UWMC
UWM
4/6/2026Lower Price Target$3.70$5.00Overweight
Synchrony Financial stock logo
SYF
Synchrony Financial
4/6/2026Lower Price Target$68.86$82.00Overweight
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
4/6/2026Lower Price Target$16.13$18.00Equal Weight
SLM Corporation stock logo
SLM
SLM
4/6/2026Lower Price Target$22.06$27.00Overweight
Radian Group Inc. stock logo
RDN
Radian Group
4/6/2026Lower Price Target$33.62$37.00Equal Weight
PennyMac Financial Services, Inc. stock logo
PFSI
PennyMac Financial Services
4/6/2026Lower Price Target$90.14$116.00Overweight
OneMain Holdings, Inc. stock logo
OMF
OneMain
4/6/2026Lower Price Target$54.57$62.00Equal Weight
NMI Holdings Inc stock logo
NMIH
NMI
4/6/2026Lower Price Target$37.69$43.00Equal Weight
Fidelity National Financial, Inc. stock logo
FNF
Fidelity National Financial
2/23/2026Set Price Target$52.20$71.00
Radian Group Inc. stock logo
RDN
Radian Group
2/23/2026Set Price Target$33.33$40.00
BrightSpire Capital, Inc. stock logo
BRSP
BrightSpire Capital
2/19/2026Boost Price Target$5.80$6.00Underweight
Essent Group Ltd. stock logo
ESNT
Essent Group
2/17/2026Lower Price Target$61.52$63.00Equal Weight
First American Financial Corporation stock logo
FAF
First American Financial
2/13/2026Boost Price Target$66.09$70.00Equal Weight
OneMain Holdings, Inc. stock logo
OMF
OneMain
2/6/2026Set Price Target$62.31$71.00
MGIC Investment Corporation stock logo
MTG
MGIC Investment
2/4/2026Lower Price Target$26.28$28.00Equal Weight
Bread Financial Holdings, Inc. stock logo
BFH
Bread Financial
1/30/2026Boost Price Target$72.71$64.00Underweight
Annaly Capital Management Inc stock logo
NLY
Annaly Capital Management
1/30/2026Set Price Target$23.96$24.00Equal Weight
PennyMac Financial Services, Inc. stock logo
PFSI
PennyMac Financial Services
1/30/2026Lower Price Target$96.49$136.00Overweight
Navient Corporation stock logo
NAVI
Navient
1/29/2026Set Price Target$9.81$9.00
Synchrony Financial stock logo
SYF
Synchrony Financial
1/28/2026Lower Price Target$73.99$93.00Overweight
Capital One Financial Corporation stock logo
COF
Capital One Financial
1/23/2026Lower Price Target$217.48$287.00Overweight
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
1/6/2026Boost Price Target$29.28$28.00Equal Weight
Rocket Companies, Inc. stock logo
RKT
Rocket Companies
1/6/2026Set Price Target$21.10$22.00Equal Weight
PennyMac Financial Services, Inc. stock logo
PFSI
PennyMac Financial Services
1/6/2026Boost Price Target$134.24$158.00Overweight
OneMain Holdings, Inc. stock logo
OMF
OneMain
1/6/2026Boost Price Target$70.16$75.00Equal Weight
NMI Holdings Inc stock logo
NMIH
NMI
1/6/2026Boost Price Target$41.21$44.00Equal Weight
Navient Corporation stock logo
NAVI
Navient
1/6/2026Boost Price Target$13.01$11.00Underweight
MGIC Investment Corporation stock logo
MTG
MGIC Investment
1/6/2026Boost Price Target$29.57$30.00Equal Weight
First American Financial Corporation stock logo
FAF
First American Financial
1/6/2026Lower Price Target$62.20$68.00Equal Weight
Fidelity National Financial, Inc. stock logo
FNF
Fidelity National Financial
1/6/2026Set Price Target$55.66$63.00
Essent Group Ltd. stock logo
ESNT
Essent Group
1/6/2026Lower Price Target$65.54$65.00Equal Weight
Capital One Financial Corporation stock logo
COF
Capital One Financial
1/6/2026Boost Price Target$250.39$294.00Overweight
Bread Financial Holdings, Inc. stock logo
BFH
Bread Financial
1/6/2026Boost Price Target$76.26$61.00Underweight
American Express Company stock logo
AXP
American Express
1/6/2026Boost Price Target$379.84$367.00Equal Weight
AGNC Investment Corp. stock logo
AGNC
AGNC Investment
1/6/2026Boost Price Target$11.07$10.00Equal Weight
Aercap Holdings N.V. stock logo
AER
Aercap
1/6/2026Boost Price Target$148.14$162.00Overweight
Fidelity National Financial, Inc. stock logo
FNF
Fidelity National Financial
1/6/2026Lower Price Target$56.76$63.00Equal Weight
Synchrony Financial stock logo
SYF
Synchrony Financial
1/6/2026Boost Price Target$88.42$101.00Overweight
Air Lease Corporation stock logo
AL
Air Lease
1/6/2026Downgrade$64.19$65.00Equal Weight
Fidelity National Financial, Inc. stock logo
FNF
Fidelity National Financial
12/18/2025Set Price Target$55.84$72.00
Aercap Holdings N.V. stock logo
AER
Aercap
10/30/2025Boost Price Target$131.03$144.00Overweight
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
10/29/2025Boost Price Target$31.66$23.00Outperform
Bread Financial Holdings, Inc. stock logo
BFH
Bread Financial
10/24/2025Boost Price Target$65.78$52.00Underweight
PennyMac Financial Services, Inc. stock logo
PFSI
PennyMac Financial Services
10/22/2025Boost Price Target$129.74$139.00Overweight
Capital One Financial Corporation stock logo
COF
Capital One Financial
10/22/2025Boost Price Target$217.31$271.00Overweight
Aercap Holdings N.V. stock logo
AER
Aercap
10/21/2025Boost Price Target$120.98$132.00Overweight
American Express Company stock logo
AXP
American Express
10/20/2025Boost Price Target$346.45$355.00Equal Weight
Synchrony Financial stock logo
SYF
Synchrony Financial
10/16/2025Boost Price Target$72.24$86.00Overweight
UWM Holdings Corporation stock logo
UWMC
UWM
10/6/2025Boost Price Target$5.98$7.00Overweight
Rocket Companies, Inc. stock logo
RKT
Rocket Companies
10/6/2025Set Price Target$17.78$19.00Cautious
Radian Group Inc. stock logo
RDN
Radian Group
10/6/2025Boost Price Target$34.85$37.00Cautious
PennyMac Financial Services, Inc. stock logo
PFSI
PennyMac Financial Services
10/6/2025Boost Price Target$123.02$136.00Overweight
MGIC Investment Corporation stock logo
MTG
MGIC Investment
10/6/2025Boost Price Target$27.51$28.00Cautious
First American Financial Corporation stock logo
FAF
First American Financial
10/6/2025Boost Price Target$64.37$71.00Cautious
Fidelity National Financial, Inc. stock logo
FNF
Fidelity National Financial
10/6/2025Set Price Target$59.96$64.00
Capital One Financial Corporation stock logo
COF
Capital One Financial
10/6/2025Boost Price Target$214.39$257.00Overweight
Bread Financial Holdings, Inc. stock logo
BFH
Bread Financial
10/6/2025Lower Price Target$55.78$50.00Underweight
American Express Company stock logo
AXP
American Express
10/6/2025Boost Price Target$330.10$336.00Cautious
Fidelity National Financial, Inc. stock logo
FNF
Fidelity National Financial
10/6/2025Lower Price Target$59.96$64.00Equal Weight
NMI Holdings Inc stock logo
NMIH
NMI
10/6/2025Boost Price Target$36.84$43.00Equal Weight
Synchrony Financial stock logo
SYF
Synchrony Financial
10/6/2025Boost Price Target$71.78$83.00Overweight
Rocket Companies, Inc. stock logo
RKT
Rocket Companies
8/1/2025Boost Price Target$16.54$16.00Equal Weight
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
7/30/2025Boost Price Target$21.75$21.00Equal Weight
Synchrony Financial stock logo
SYF
Synchrony Financial
7/23/2025Lower Price Target$70.80$80.00Overweight
Aercap Holdings N.V. stock logo
AER
Aercap
7/10/2025Boost Price Target$114.69$131.00Overweight
Bread Financial Holdings, Inc. stock logo
BFH
Bread Financial
7/8/2025Reiterated Rating$60.23$52.00Underweight
Radian Group Inc. stock logo
RDN
Radian Group
7/8/2025Boost Price Target$35.76$35.00Equal Weight
PennyMac Financial Services, Inc. stock logo
PFSI
PennyMac Financial Services
7/8/2025Lower Price Target$101.06$119.00Overweight
Mr. Cooper Group Inc stock logo
COOP
Mr. Cooper Group
7/8/2025Boost Price Target$147.90$156.00Overweight
MGIC Investment Corporation stock logo
MTG
MGIC Investment
7/8/2025Boost Price Target$27.45$27.00Equal Weight
First American Financial Corporation stock logo
FAF
First American Financial
7/8/2025Lower Price Target$60.42$70.00Equal Weight
Fidelity National Financial, Inc. stock logo
FNF
Fidelity National Financial
7/8/2025Lower Price Target$55.79$65.00Equal Weight
American Express Company stock logo
AXP
American Express
7/8/2025Boost Price Target$318.95$297.00Equal Weight
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
7/8/2025Boost Price Target$19.86$18.00Equal Weight
OneMain Holdings, Inc. stock logo
OMF
OneMain
7/8/2025Boost Price Target$59.30$56.00Equal Weight
BrightSpire Capital, Inc. stock logo
BRSP
BrightSpire Capital
7/8/2025Reiterated Rating$5.11$5.00Underweight
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
4/30/2025Boost Price Target$12.51$12.00Equal Weight
First American Financial Corporation stock logo
FAF
First American Financial
4/25/2025Boost Price Target$62.32$72.00Equal Weight
Rocket Companies, Inc. stock logo
RKT
Rocket Companies
4/8/2025Upgrade$14.62$14.00Equal Weight
Mr. Cooper Group Inc stock logo
COOP
Mr. Cooper Group
4/8/2025Boost Price Target$116.50$147.00Overweight
Aercap Holdings N.V. stock logo
AER
Aercap
2/27/2025Reiterated Rating$102.24$115.00Overweight
Fidelity National Financial, Inc. stock logo
FNF
Fidelity National Financial
2/24/2025Boost Price Target$59.50$67.00Equal Weight
Mr. Cooper Group Inc stock logo
COOP
Mr. Cooper Group
2/13/2025Boost Price Target$106.71$130.00Overweight
MGIC Investment Corporation stock logo
MTG
MGIC Investment
2/5/2025Boost Price Target$25.57$26.00Equal Weight
Bread Financial Holdings, Inc. stock logo
BFH
Bread Financial
1/31/2025Boost Price Target$63.57$53.00Underweight