Richard Shane Analyst Performance

Richard Shane is a stock analyst at JPMorgan Chase & Co. in the finance sector, covering 30 publicly traded companies. Over the past year, Richard Shane has issued 85 stock ratings, including buy, hold, and sell recommendations. While full access to Richard Shane'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 Richard Shane's coverage history, rating activity, and performance tendencies — helping individual investors make more informed trading decisions.

Analyst Rankings, Coverage, and Performance Statistics

Analyst Ranking

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Average Return

00.00% 12-Month ROI

Success Rate

00.00% Profitable Ratings

Total Ratings

114 Last 10 Years

Buy Recommendations

35.14% 39 Buy Ratings

Companies Covered

30 Unique Companies

Ratings Distribution

Rating	Percentage	Count
Strong Buy	0.0%	0 ratings
Buy	35.1%	39 ratings
Hold	55.9%	61 ratings
Sell	9.0%	10 ratings

Out of 111 total stock ratings issued by Richard Shane at JPMorgan Chase & Co., the majority (55.9%) have been Hold recommendations, followed by 35.1% Buy and 9.0% Sell.

Best & Worst Calls

• Best Call

  000.0%

  BXMT

  Apr 2020

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• Worst Call

  000.0%

  RKT

  Jan 2022

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Exchange Coverage

Exchange	Percentage	Count
NYSE	73.3% of companies on NYSE	22 companies
NASDAQ	26.7% of companies on NASDAQ	8 companies

Richard Shane, an analyst at JPMorgan Chase & Co., currently covers 30 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector Icon	Sector	Percentage
	Finance 30 companies	100.0%

Richard Shane of JPMorgan Chase & Co. specializes in stock coverage within the Finance sector.

Coverage Industries

Industry	Percentage
REIT - MTGE TRUST 11 companies	36.7%
FIN - CONS LOANS 5 companies	16.7%
FIN - MISC SVCS 4 companies	13.3%
FIN - SBIC&COMMRL 3 companies	10.0%
INS - PROP&CASLTY 2 companies	6.7%
INVESTORS, NOT ELSEWHERE CLASSIFIED 1 company	3.3%
INS - MULTI LINE 1 company	3.3%
REAL ESTATE OPS 1 company	3.3%
PERSONAL CREDIT INSTITUTIONS 1 company	3.3%
FIN - MTG&REL SVS 1 company	3.3%

About Richard Shane

Richard Shane currently works at JPMorgan Securities LLC, as Analyst from 2010. Mr. Shane also formerly worked at Jefferies LLC, as Finance Group Head. Mr. Shane received his undergraduate degree and Masters Business Admin degree from The University of Chicago and undergraduate degree from The Johns Hopkins University.

Richard Shane's Ratings History at JPMorgan Chase & Co.

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
NMIH NMI	10/7/2025	Lower Price Target	$36.40	$43.00	Overweight	$0.00 00.00% ROI
NAVI Navient	10/7/2025	Lower Price Target	$12.86	$14.00	Neutral	$0.00 00.00% ROI
COF Capital One Financial	10/7/2025	Lower Price Target	$213.78	$235.00	Neutral	$0.00 00.00% ROI
ALLY Ally Financial	10/7/2025	Lower Price Target	$39.79	$42.00	Overweight	$0.00 00.00% ROI
AXP American Express	10/7/2025	Boost Price Target	$331.93	$355.00	Neutral	$0.00 00.00% ROI
SLM SLM	10/7/2025	Reiterated Rating	$27.12	$29.00	Neutral	$0.00 00.00% ROI
SYF Synchrony Financial	10/7/2025	Reiterated Rating	$71.39	$75.00	Neutral	$0.00 00.00% ROI
OPRT Oportun Financial	10/7/2025	Reiterated Rating	$5.74	$6.00	Underweight	$0.00 00.00% ROI
OMF OneMain	10/7/2025	Reiterated Rating	$55.42	$57.00	Neutral	$0.00 00.00% ROI
ESNT Essent Group	10/7/2025	Downgrade	$60.39	$65.00	Neutral	$0.00 00.00% ROI
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PNNT PennantPark Investment	10/1/2025	Lower Price Target	$6.60	$6.50	Neutral	$0.00 00.00% ROI
FSK FS KKR Capital	10/1/2025	Lower Price Target	$14.90	$15.00	Neutral	$0.00 00.00% ROI
ESNT Essent Group	8/8/2025	Set Price Target	$56.94	$60.00		$0.00 00.00% ROI
COF Capital One Financial	7/23/2025	Boost Price Target	$221.22	$248.00	Neutral	$0.00 00.00% ROI
ALLY Ally Financial	7/21/2025	Boost Price Target	$39.88	$45.00	Overweight	$0.00 00.00% ROI
SLM SLM	7/11/2025	Upgrade	$33.71	$38.00	Overweight	$0.00 00.00% ROI
AXP American Express	7/11/2025	Boost Price Target	$320.25	$342.00	Neutral	$0.00 00.00% ROI
COF Capital One Financial	7/11/2025	Boost Price Target	$220.05	$245.00	Neutral	$0.00 00.00% ROI
SYF Synchrony Financial	7/11/2025	Boost Price Target	$70.80	$80.00	Overweight	$0.00 00.00% ROI
ALLY Ally Financial	7/11/2025	Boost Price Target	$40.45	$44.00	Overweight	$0.00 00.00% ROI
NAVI Navient	7/11/2025	Boost Price Target	$15.44	$15.50	Neutral	$0.00 00.00% ROI
OMF OneMain	7/11/2025	Boost Price Target	$58.82	$63.00	Overweight	$0.00 00.00% ROI
OPRT Oportun Financial	7/11/2025	Boost Price Target	$6.94	$8.00	Neutral	$0.00 00.00% ROI
GHLD Guild	7/11/2025	Boost Price Target	$19.82	$20.00	Neutral	$0.00 00.00% ROI
ACT Enact	7/11/2025	Boost Price Target	$34.75	$39.00	Neutral	$0.00 00.00% ROI
NMIH NMI	7/11/2025	Boost Price Target	$37.81	$44.00	Overweight	$0.00 00.00% ROI
COF Capital One Financial	6/26/2025	Boost Price Target	$208.16	$210.00	Neutral	$0.00 00.00% ROI
STWD Starwood Property Trust	5/12/2025	Boost Price Target	$19.58	$19.50	Overweight	$0.00 00.00% ROI
ABR Arbor Realty Trust	5/5/2025	Lower Price Target	$10.35	$10.00	Underweight	$0.00 00.00% ROI
TRTX TPG RE Finance Trust	5/1/2025	Boost Price Target	$7.55	$8.00	Overweight	$0.00 00.00% ROI
RWT Redwood Trust	5/1/2025	Boost Price Target	$5.91	$6.00	Neutral	$0.00 00.00% ROI
NAVI Navient	5/1/2025	Boost Price Target	$12.50	$12.50	Neutral	$0.00 00.00% ROI
ARI Apollo Commercial Real Estate Finance	4/28/2025	Boost Price Target	$9.37	$9.00	Neutral	$0.00 00.00% ROI
FSK FS KKR Capital	4/24/2025	Lower Price Target	$20.00	$19.00	Neutral	$0.00 00.00% ROI
AXP American Express	4/21/2025	Boost Price Target	$240.18	$260.00	Neutral	$0.00 00.00% ROI
TWO Two Harbors Investments	4/16/2025	Lower Price Target	$11.02	$10.50	Neutral	$0.00 00.00% ROI
RWT Redwood Trust	4/16/2025	Lower Price Target	$5.34	$5.50	Neutral	$0.00 00.00% ROI
NLY Annaly Capital Management	4/16/2025	Lower Price Target	$17.98	$19.00	Overweight	$0.00 00.00% ROI
AGNC AGNC Investment	4/16/2025	Lower Price Target	$8.41	$8.50	Overweight	$0.00 00.00% ROI
TRTX TPG RE Finance Trust	4/16/2025	Lower Price Target	$7.06	$7.00	Overweight	$0.00 00.00% ROI
STWD Starwood Property Trust	4/16/2025	Lower Price Target	$18.42	$19.00	Overweight	$0.00 00.00% ROI
KREF KKR Real Estate Finance Trust	4/16/2025	Lower Price Target	$9.05	$9.50	Overweight	$0.00 00.00% ROI
BXMT Blackstone Mortgage Trust	4/16/2025	Lower Price Target	$18.35	$18.50	Neutral	$0.00 00.00% ROI
ARI Apollo Commercial Real Estate Finance	4/16/2025	Lower Price Target	$8.36	$8.00	Neutral	$0.00 00.00% ROI
ABR Arbor Realty Trust	4/16/2025	Lower Price Target	$10.87	$10.50	Underweight	$0.00 00.00% ROI
ESNT Essent Group	4/8/2025	Upgrade	$52.79	$60.00	Overweight	$0.00 00.00% ROI
DFS Discover Financial Services	4/8/2025	Lower Price Target	$156.22	$129.00	Neutral	$0.00 00.00% ROI
GHLD Guild	4/8/2025	Upgrade	$13.98	$12.00	Neutral	$0.00 00.00% ROI
COF Capital One Financial	4/8/2025	Lower Price Target	$160.02	$170.00	Neutral	$0.00 00.00% ROI
ALLY Ally Financial	4/8/2025	Lower Price Target	$32.28	$36.00	Overweight	$0.00 00.00% ROI
AXP American Express	4/8/2025	Lower Price Target	$240.75	$244.00	Neutral	$0.00 00.00% ROI
SYF Synchrony Financial	4/8/2025	Lower Price Target	$45.60	$50.00	Overweight	$0.00 00.00% ROI
NMIH NMI	4/8/2025	Lower Price Target	$33.55	$41.00	Overweight	$0.00 00.00% ROI
OPRT Oportun Financial	4/8/2025	Lower Price Target	$4.64	$5.00	Neutral	$0.00 00.00% ROI
OMF OneMain	4/8/2025	Lower Price Target	$42.07	$46.00	Overweight	$0.00 00.00% ROI
SLM SLM	4/8/2025	Lower Price Target	$26.13	$27.00	Neutral	$0.00 00.00% ROI
NAVI Navient	4/8/2025	Lower Price Target	$11.16	$11.00	Neutral	$0.00 00.00% ROI
GHLD Guild	3/7/2025	Boost Price Target	$13.51	$12.50	Underweight	$0.00 00.00% ROI
TSLX Sixth Street Specialty Lending	2/18/2025	Boost Price Target	$23.09	$23.00	Overweight	$0.00 00.00% ROI
BXMT Blackstone Mortgage Trust	2/18/2025	Boost Price Target	$20.39	$20.00	Neutral	$0.00 00.00% ROI
ACRE Ares Commercial Real Estate	2/13/2025	Lower Price Target	$5.21	$5.50	Neutral	$0.00 00.00% ROI
FSK FS KKR Capital	2/3/2025	Boost Price Target	$23.23	$22.00	Neutral	$0.00 00.00% ROI
NLY Annaly Capital Management	1/31/2025	Boost Price Target	$20.63	$21.00	Overweight	$0.00 00.00% ROI
TWO Two Harbors Investments	1/31/2025	Boost Price Target	$12.76	$12.50	Neutral	$0.00 00.00% ROI
SLM SLM	1/24/2025	Boost Price Target	$29.93	$30.00	Neutral	$0.00 00.00% ROI
DFS Discover Financial Services	1/24/2025	Boost Price Target	$202.36	$169.00	Neutral	$0.00 00.00% ROI
ALLY Ally Financial	1/23/2025	Boost Price Target	$39.62	$43.00	Overweight	$0.00 00.00% ROI
NLY Annaly Capital Management	1/21/2025	Lower Price Target	$19.31	$19.00	Overweight	$0.00 00.00% ROI
TRTX TPG RE Finance Trust	1/21/2025	Lower Price Target	$8.52	$8.50	Overweight	$0.00 00.00% ROI
STWD Starwood Property Trust	1/21/2025	Lower Price Target	$19.39	$19.50	Overweight	$0.00 00.00% ROI
KREF KKR Real Estate Finance Trust	1/21/2025	Lower Price Target	$10.60	$10.50	Overweight	$0.00 00.00% ROI
BXMT Blackstone Mortgage Trust	1/21/2025	Lower Price Target	$18.44	$17.50	Neutral	$0.00 00.00% ROI
ACRE Ares Commercial Real Estate	1/21/2025	Lower Price Target	$5.93	$6.00	Neutral	$0.00 00.00% ROI
ABR Arbor Realty Trust	1/21/2025	Lower Price Target	$13.79	$12.50	Underweight	$0.00 00.00% ROI
TWO Two Harbors Investments	1/21/2025	Lower Price Target	$11.96	$11.00	Neutral	$0.00 00.00% ROI
RWT Redwood Trust	1/21/2025	Lower Price Target	$6.50	$6.50	Neutral	$0.00 00.00% ROI
AXP American Express	1/14/2025	Boost Price Target	$299.07	$307.00	Neutral	$0.00 00.00% ROI
RKT Rocket Companies	1/14/2025	Lower Price Target	$10.83	$10.50	Underweight	$0.00 00.00% ROI
OMF OneMain	1/14/2025	Lower Price Target	$52.70	$58.00	Overweight	$0.00 00.00% ROI
NAVI Navient	1/14/2025	Lower Price Target	$13.29	$13.50	Neutral	$0.00 00.00% ROI
GHLD Guild	1/14/2025	Lower Price Target	$12.63	$11.50	Underweight	$0.00 00.00% ROI
ACT Enact	1/14/2025	Lower Price Target	$31.88	$35.00	Neutral	$0.00 00.00% ROI
DFS Discover Financial Services	1/14/2025	Lower Price Target	$179.00	$146.00	Neutral	$0.00 00.00% ROI
ALLY Ally Financial	1/14/2025	Lower Price Target	$35.11	$40.00	Overweight	$0.00 00.00% ROI
SLM SLM	1/14/2025	Boost Price Target	$27.40	$29.00	Neutral	$0.00 00.00% ROI

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