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Jared Shaw Analyst Performance

Analyst at iA Financial

Jared Shaw is a stock analyst at iA Financial focused in the finance sector, covering 34 publicly traded companies. Over the past year, Jared Shaw has issued 114 stock ratings, including buy, hold, and sell recommendations. While full access to Jared Shaw'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 Jared Shaw'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
180 Last 10 Years
Buy Recommendations
51.15% 89 Buy Ratings
Companies Covered
34 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy51.1%89 ratings
Hold38.5%67 ratings
Sell10.3%18 ratings

Out of 174 total stock ratings issued by Jared Shaw at iA Financial, the majority (51.1%) have been Buy recommendations, followed by 38.5% Hold and 10.3% Sell.

Exchange Coverage

ExchangePercentageCount
NYSE
50.0% of companies on NYSE
17 companies
NASDAQ
47.1% of companies on NASDAQ
16 companies
OTCMKTS
2.9% of companies on OTCMKTS
1 company

Jared Shaw, an analyst at iA Financial, currently covers 34 companies listed on NYSE, NASDAQ and OTCMKTS, with the majority traded on NYSE.

Coverage Focus

Sector IconSectorPercentage
Finance
30 companies
88.2%
Financial Services
3 companies
8.8%
Medical
1 company
2.9%

Jared Shaw of iA Financial specializes in stock coverage within the Finance sector, with additional focus on Financial Services and Medical companies.

Coverage Industries

IndustryPercentage
BANKS - NORTHEAST
6 companies
17.6%
BANKS - SOUTHWEST
6 companies
17.6%
BANKS - MIDWEST
5 companies
14.7%
BANKS - WEST
5 companies
14.7%
BANKS - SOUTHEAST
5 companies
14.7%
BANKS - MJR REGNL
2 companies
5.9%
STATE COMMERCIAL BANKS – FED RESERVE SYSTEM
1 company
2.9%
NATIONAL COMMERCIAL BANKS
1 company
2.9%
SURGICAL, MEDICAL, AND DENTAL INSTRUMENTS AND SUPPLIES
1 company
2.9%
BANKS - REGIONAL
1 company
2.9%
STATE COMMERCIAL BANKS
1 company
2.9%

Jared Shaw's Ratings History at iA 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
UMB Financial Corporation stock logo
UMBF
UMB Financial
4/30/2026Boost Price Target$124.22$170.00Overweight
Eastern Bankshares, Inc. stock logo
EBC
Eastern Bankshares
4/27/2026Lower Price Target$19.84$22.00Equal Weight
SSB
SouthState Bank
4/27/2026Lower Price Target$96.15$123.00Overweight
Wintrust Financial Corporation stock logo
WTFC
Wintrust Financial
4/22/2026Boost Price Target$151.75$190.00Overweight
Associated Banc-Corp stock logo
ASB
Associated Banc
4/7/2026Upgrade$26.30$33.00Overweight
First Horizon Corporation stock logo
FHN
First Horizon
4/7/2026Lower Price Target$23.12$29.00Overweight
Eastern Bankshares, Inc. stock logo
EBC
Eastern Bankshares
4/7/2026Boost Price Target$19.90$23.00Equal Weight
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
4/7/2026Lower Price Target$110.18$142.00Overweight
Cullen/Frost Bankers, Inc. stock logo
CFR
Cullen/Frost Bankers
4/7/2026Boost Price Target$140.45$155.00Equal Weight
Columbia Banking System, Inc. stock logo
COLB
Columbia Banking System
4/7/2026Lower Price Target$27.78$29.00Equal Weight
BOK Financial Corporation stock logo
BOKF
BOK Financial
4/7/2026Boost Price Target$130.67$145.00Equal Weight
BankUnited, Inc. stock logo
BKU
BankUnited
4/7/2026Lower Price Target$45.51$53.00Equal Weight
Bank of Hawaii Corporation stock logo
BOH
Bank of Hawaii
4/7/2026Boost Price Target$76.88$86.00Equal Weight
Banc of California, Inc. stock logo
BANC
Banc of California
4/7/2026Lower Price Target$18.02$23.00Overweight
Independent Bank Corp. stock logo
INDB
Independent Bank
4/7/2026Boost Price Target$77.92$82.00Underweight
Flagstar Bank, National Association stock logo
FLG
Flagstar Bank, National Association
4/7/2026Boost Price Target$13.61$16.00Overweight
Western Alliance Bancorporation stock logo
WAL
Western Alliance Bancorporation
4/7/2026Lower Price Target$71.69$88.00Overweight
Popular, Inc. stock logo
BPOP
Popular
4/7/2026Boost Price Target$141.23$180.00Overweight
Pinnacle Financial Partners, Inc. stock logo
PNFP
Pinnacle Financial Partners
4/7/2026Lower Price Target$88.18$130.00Overweight
Old National Bancorp stock logo
ONB
Old National Bancorp
4/7/2026Boost Price Target$22.38$30.00Overweight
Western Alliance Bancorporation stock logo
WAL
Western Alliance Bancorporation
3/18/2026Lower Price Target$67.48$90.00Overweight
Webster Financial Corporation stock logo
WBS
Webster Financial
2/4/2026Set Price Target$72.42$75.00
Webster Financial Corporation stock logo
WBS
Webster Financial
2/4/2026Downgrade$72.04Hold
Western Alliance Bancorporation stock logo
WAL
Western Alliance Bancorporation
2/2/2026Reiterated Rating$89.05Overweight
Prosperity Bancshares, Inc. stock logo
PB
Prosperity Bancshares
2/2/2026Downgrade$68.98$68.00Underweight
Independent Bank Corp. stock logo
INDB
Independent Bank
2/2/2026Downgrade$80.78$80.00Underweight
First Interstate BancSystem, Inc. stock logo
FIBK
First Interstate BancSystem
1/30/2026Lower Price Target$35.56$36.00Equal Weight
Cullen/Frost Bankers, Inc. stock logo
CFR
Cullen/Frost Bankers
1/30/2026Boost Price Target$136.74$150.00Equal Weight
Valley National Bancorp stock logo
VLY
Valley National Bancorp
1/30/2026Boost Price Target$12.51$14.00Equal Weight
UMB Financial Corporation stock logo
UMBF
UMB Financial
1/29/2026Reiterated Rating$124.66$160.00Overweight
Prosperity Bancshares, Inc. stock logo
PB
Prosperity Bancshares
1/29/2026Set Price Target$67.25$75.00
Popular, Inc. stock logo
BPOP
Popular
1/28/2026Boost Price Target$130.60$175.00Overweight
Bank of Hawaii Corporation stock logo
BOH
Bank of Hawaii
1/27/2026Boost Price Target$74.96$83.00Equal Weight
SSB
SouthState Bank
1/26/2026Boost Price Target$99.99$126.00Overweight
Texas Capital Bancshares, Inc. stock logo
TCBI
Texas Capital Bancshares
1/23/2026Boost Price Target$102.24$100.00Underweight
Wintrust Financial Corporation stock logo
WTFC
Wintrust Financial
1/22/2026Boost Price Target$151.54$185.00Overweight
BankUnited, Inc. stock logo
BKU
BankUnited
1/22/2026Boost Price Target$50.34$55.00Equal Weight
BOK Financial Corporation stock logo
BOKF
BOK Financial
1/21/2026Boost Price Target$129.78$135.00Equal Weight
First Horizon Corporation stock logo
FHN
First Horizon
1/16/2026Boost Price Target$24.44$30.00Overweight
Western Alliance Bancorporation stock logo
WAL
Western Alliance Bancorporation
1/7/2026Set Price Target$87.58$108.00
Wintrust Financial Corporation stock logo
WTFC
Wintrust Financial
12/19/2025Boost Price Target$141.81$178.00Overweight
Western Alliance Bancorporation stock logo
WAL
Western Alliance Bancorporation
12/19/2025Boost Price Target$86.71$115.00Overweight
Western Alliance Bancorporation stock logo
WAL
Western Alliance Bancorporation
12/19/2025Set Price Target$86.71$115.00
Prosperity Bancshares, Inc. stock logo
PB
Prosperity Bancshares
12/19/2025Boost Price Target$71.45$83.00Equal Weight
Pinnacle Financial Partners, Inc. stock logo
PNFP
Pinnacle Financial Partners
12/19/2025Boost Price Target$99.99$135.00Overweight
First Interstate BancSystem, Inc. stock logo
FIBK
First Interstate BancSystem
12/19/2025Boost Price Target$35.59$38.00Equal Weight
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
12/19/2025Boost Price Target$115.22$150.00Overweight
Columbia Banking System, Inc. stock logo
COLB
Columbia Banking System
12/19/2025Boost Price Target$28.86$30.00Equal Weight
BOK Financial Corporation stock logo
BOKF
BOK Financial
12/19/2025Boost Price Target$119.32$125.00Equal Weight
BankUnited, Inc. stock logo
BKU
BankUnited
12/19/2025Boost Price Target$45.52$47.00Equal Weight
Banc of California, Inc. stock logo
BANC
Banc of California
12/19/2025Boost Price Target$19.77$25.00Overweight
SSB
SouthState Bank
12/19/2025Lower Price Target$97.15$122.00Overweight
Flagstar Bank, National Association stock logo
FLG
Flagstar Bank, National Association
12/19/2025Boost Price Target$13.58$15.00Overweight
Cullen/Frost Bankers, Inc. stock logo
CFR
Cullen/Frost Bankers
12/19/2025Lower Price Target$129.17$140.00Equal Weight
Synovus Financial Corp. stock logo
SNV
Synovus Financial
12/19/2025Boost Price Target$52.67$70.00Overweight
Hancock Whitney Corporation stock logo
HWC
Hancock Whitney
12/17/2025Initiated Coverage$65.76$76.00Overweight
Eastern Bankshares, Inc. stock logo
EBC
Eastern Bankshares
12/17/2025Initiated Coverage$19.14$22.00Equal Weight
Independent Bank Corp. stock logo
INDB
Independent Bank
12/17/2025Initiated Coverage$77.79$80.00Equal Weight
Eastern Bankshares, Inc. stock logo
EBC
Eastern Bankshares
12/17/2025Initiated Coverage$18.97$22.00Equal Weight
Hancock Whitney Corporation stock logo
HWC
Hancock Whitney
12/17/2025Initiated Coverage$66.05$76.00Overweight
Webster Financial Corporation stock logo
WBS
Webster Financial
11/11/2025Boost Price Target$57.28$80.00Overweight
Texas Capital Bancshares, Inc. stock logo
TCBI
Texas Capital Bancshares
11/11/2025Boost Price Target$86.90$90.00Underweight
Prosperity Bancshares, Inc. stock logo
PB
Prosperity Bancshares
11/11/2025Lower Price Target$66.89$82.00Equal Weight
Pinnacle Financial Partners, Inc. stock logo
PNFP
Pinnacle Financial Partners
11/11/2025Boost Price Target$86.68$125.00Overweight
First Interstate BancSystem, Inc. stock logo
FIBK
First Interstate BancSystem
11/11/2025Boost Price Target$31.99$36.00Equal Weight
First Horizon Corporation stock logo
FHN
First Horizon
11/11/2025Boost Price Target$21.84$28.00Overweight
Associated Banc-Corp stock logo
ASB
Associated Banc
11/11/2025Lower Price Target$25.66$30.00Equal Weight
First Hawaiian, Inc. stock logo
FHB
First Hawaiian
11/11/2025Upgrade$24.83$28.00Equal Weight
Synovus Financial Corp. stock logo
SNV
Synovus Financial
11/11/2025Boost Price Target$45.76$65.00Overweight
SSB
SouthState Bank
11/11/2025Lower Price Target$88.92$125.00Overweight
Bank of Hawaii Corporation stock logo
BOH
Bank of Hawaii
10/28/2025Boost Price Target$64.08$68.00Underweight
Cadence Bank stock logo
CADE
Cadence Bank
10/28/2025Downgrade$38.15Hold
Cadence Bank stock logo
CADE
Cadence Bank
10/28/2025Downgrade$38.15$47.00Equal Weight
First Hawaiian, Inc. stock logo
FHB
First Hawaiian
10/27/2025Boost Price Target$24.78$26.00Underweight
Wintrust Financial Corporation stock logo
WTFC
Wintrust Financial
10/8/2025Reiterated Rating$131.67$175.00Overweight
UMB Financial Corporation stock logo
UMBF
UMB Financial
10/8/2025Set Price Target$118.39$155.00Overweight
Texas Capital Bancshares, Inc. stock logo
TCBI
Texas Capital Bancshares
10/8/2025Set Price Target$86.62$85.00Underweight
Pinnacle Financial Partners, Inc. stock logo
PNFP
Pinnacle Financial Partners
10/8/2025Set Price Target$91.92$120.00
First Interstate BancSystem, Inc. stock logo
FIBK
First Interstate BancSystem
10/8/2025Boost Price Target$31.84$34.00Equal Weight
First Horizon Corporation stock logo
FHN
First Horizon
10/8/2025Boost Price Target$23.01$29.00Overweight
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
10/8/2025Boost Price Target$106.87$145.00Overweight
Columbia Banking System, Inc. stock logo
COLB
Columbia Banking System
10/8/2025Lower Price Target$26.19$29.00Equal Weight
Cadence Bank stock logo
CADE
Cadence Bank
10/8/2025Boost Price Target$39.04$46.00Overweight
Banc of California, Inc. stock logo
BANC
Banc of California
10/8/2025Boost Price Target$17.60$21.00Overweight
Associated Banc-Corp stock logo
ASB
Associated Banc
10/8/2025Boost Price Target$26.50$32.00Positive
Cullen/Frost Bankers, Inc. stock logo
CFR
Cullen/Frost Bankers
8/1/2025Lower Price Target$127.23$145.00Equal Weight
UMB Financial Corporation stock logo
UMBF
UMB Financial
7/31/2025Boost Price Target$109.94$150.00Overweight
SSB
SouthState Bank
7/28/2025Boost Price Target$98.53$120.00Overweight
Associated Banc-Corp stock logo
ASB
Associated Banc
7/28/2025Boost Price Target$25.58$30.00Equal Weight
Synovus Financial Corp. stock logo
SNV
Synovus Financial
7/28/2025Lower Price Target$49.30$65.00Overweight
Pinnacle Financial Partners, Inc. stock logo
PNFP
Pinnacle Financial Partners
7/28/2025Lower Price Target$91.79$125.00Overweight
Columbia Banking System, Inc. stock logo
COLB
Columbia Banking System
7/28/2025Boost Price Target$24.59$30.00Equal Weight
BankUnited, Inc. stock logo
BKU
BankUnited
7/24/2025Boost Price Target$39.54$43.00Equal Weight
Texas Capital Bancshares, Inc. stock logo
TCBI
Texas Capital Bancshares
7/18/2025Boost Price Target$89.84$82.00Underweight
Wintrust Financial Corporation stock logo
WTFC
Wintrust Financial
7/8/2025Reiterated Rating$131.97$162.00Overweight
Cadence Bank stock logo
CADE
Cadence Bank
7/8/2025Reiterated Rating$34.78$41.00Overweight
Synovus Financial Corp. stock logo
SNV
Synovus Financial
7/8/2025Boost Price Target$55.38$67.00Overweight
Texas Capital Bancshares, Inc. stock logo
TCBI
Texas Capital Bancshares
7/8/2025Boost Price Target$86.57$78.00Underweight
UMB Financial Corporation stock logo
UMBF
UMB Financial
7/8/2025Boost Price Target$110.83$140.00Overweight
Valley National Bancorp stock logo
VLY
Valley National Bancorp
7/8/2025Boost Price Target$9.70$11.00Equal Weight
Webster Financial Corporation stock logo
WBS
Webster Financial
7/8/2025Boost Price Target$59.48$77.00Overweight
Western Alliance Bancorporation stock logo
WAL
Western Alliance Bancorporation
7/8/2025Boost Price Target$85.34$100.00Overweight
Associated Banc-Corp stock logo
ASB
Associated Banc
7/8/2025Boost Price Target$25.79$28.00Equal Weight
Banc of California, Inc. stock logo
BANC
Banc of California
7/8/2025Boost Price Target$14.92$19.00Overweight
Bank of Hawaii Corporation stock logo
BOH
Bank of Hawaii
7/8/2025Boost Price Target$70.79$68.00Underweight
BankUnited, Inc. stock logo
BKU
BankUnited
7/8/2025Boost Price Target$37.88$41.00Equal Weight
Columbia Banking System, Inc. stock logo
COLB
Columbia Banking System
7/8/2025Lower Price Target$25.38$27.00Equal Weight
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
7/8/2025Boost Price Target$109.19$135.00Overweight
First Horizon Corporation stock logo
FHN
First Horizon
7/8/2025Boost Price Target$22.03$26.00Overweight
Old National Bancorp stock logo
ONB
Old National Bancorp
7/8/2025Boost Price Target$22.85$28.00Overweight
Pinnacle Financial Partners, Inc. stock logo
PNFP
Pinnacle Financial Partners
7/8/2025Boost Price Target$119.20$140.00Overweight
Popular, Inc. stock logo
BPOP
Popular
7/8/2025Boost Price Target$114.82$140.00Overweight
First Interstate BancSystem, Inc. stock logo
FIBK
First Interstate BancSystem
7/8/2025Upgrade$30.71$32.00Equal Weight
First Hawaiian, Inc. stock logo
FHB
First Hawaiian
7/8/2025Reiterated Rating$26.27Underweight
Columbia Banking System, Inc. stock logo
COLB
Columbia Banking System
4/25/2025Boost Price Target$23.32$32.00Equal Weight
Popular, Inc. stock logo
BPOP
Popular
4/24/2025Reiterated Rating$94.84$125.00Overweight
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
4/23/2025Boost Price Target$79.21$110.00Overweight
Wintrust Financial Corporation stock logo
WTFC
Wintrust Financial
4/23/2025Boost Price Target$110.56$145.00Overweight
Bank of Hawaii Corporation stock logo
BOH
Bank of Hawaii
4/22/2025Boost Price Target$66.49$67.00Underweight
F.N.B. Corporation stock logo
FNB
F.N.B.
4/9/2025Lower Price Target$12.62$16.00Overweight
BankUnited, Inc. stock logo
BKU
BankUnited
4/8/2025Lower Price Target$29.43$38.00Equal Weight
Bank of Hawaii Corporation stock logo
BOH
Bank of Hawaii
4/8/2025Lower Price Target$59.98$64.00Underweight
Associated Banc-Corp stock logo
ASB
Associated Banc
4/8/2025Lower Price Target$18.83$25.00Equal Weight
Western Alliance Bancorporation stock logo
WAL
Western Alliance Bancorporation
4/8/2025Lower Price Target$60.32$97.00Overweight
Webster Financial Corporation stock logo
WBS
Webster Financial
4/8/2025Lower Price Target$41.24$72.00Overweight
UMB Financial Corporation stock logo
UMBF
UMB Financial
4/8/2025Lower Price Target$85.82$125.00Overweight
Texas Capital Bancshares, Inc. stock logo
TCBI
Texas Capital Bancshares
4/8/2025Lower Price Target$61.42$70.00Underweight
Synovus Financial Corp. stock logo
SNV
Synovus Financial
4/8/2025Lower Price Target$37.71$60.00Overweight
Prosperity Bancshares, Inc. stock logo
PB
Prosperity Bancshares
4/8/2025Lower Price Target$63.07$86.00Equal Weight
Old National Bancorp stock logo
ONB
Old National Bancorp
4/8/2025Lower Price Target$17.72$25.00Overweight
First Horizon Corporation stock logo
FHN
First Horizon
4/8/2025Lower Price Target$16.32$23.00Overweight
First Hawaiian, Inc. stock logo
FHB
First Hawaiian
4/8/2025Lower Price Target$21.07$27.00Equal Weight
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
4/8/2025Lower Price Target$70.43$105.00Overweight
Columbia Banking System, Inc. stock logo
COLB
Columbia Banking System
4/8/2025Lower Price Target$20.57$27.00Equal Weight
Wintrust Financial Corporation stock logo
WTFC
Wintrust Financial
4/8/2025Lower Price Target$94.42$138.00Overweight
BOK Financial Corporation stock logo
BOKF
BOK Financial
4/2/2025Initiated Coverage$103.09$115.00Equal Weight
SSB
SouthState Bank
4/1/2025Initiated Coverage$92.91$120.00Overweight
Cullen/Frost Bankers, Inc. stock logo
CFR
Cullen/Frost Bankers
4/1/2025Initiated Coverage$125.32$130.00Equal Weight
First Hawaiian, Inc. stock logo
FHB
First Hawaiian
2/3/2025Boost Price Target$27.74$30.00Equal Weight
Flagstar Bank, National Association stock logo
FLG
Flagstar Bank, National Association
1/31/2025Boost Price Target$11.03$14.00Overweight
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
1/24/2025Lower Price Target$101.61$120.00Overweight
Wintrust Financial Corporation stock logo
WTFC
Wintrust Financial
1/23/2025Boost Price Target$133.29$155.00Overweight
Bank OZK stock logo
OZK
Bank OZK
1/21/2025Upgrade$49.74$48.00Equal Weight