Free Trial
Timothy Switzer

Timothy Switzer Analyst Performance

Vice President, Equity Research at Keefe, Bruyette & Woods

Timothy Switzer is a stock analyst at Keefe, Bruyette & Woods focused in the finance sector, covering 21 publicly traded companies. Over the past year, Timothy Switzer has issued 47 stock ratings, including buy, hold, and sell recommendations. While full access to Timothy Switzer'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 Timothy Switzer'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
47 Last 0 Years
Buy Recommendations
36.17% 17 Buy Ratings
Companies Covered
21 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy36.2%17 ratings
Hold57.4%27 ratings
Sell6.4%2 ratings

Out of 47 total stock ratings issued by Timothy Switzer at Keefe, Bruyette & Woods, the majority (57.4%) have been Hold recommendations, followed by 36.2% Buy and 6.4% Sell.

Best & Worst Calls

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

Exchange Coverage

ExchangePercentageCount
NASDAQ
81.0% of companies on NASDAQ
17 companies
NYSE
19.0% of companies on NYSE
4 companies

Timothy Switzer, an analyst at Keefe, Bruyette & Woods, currently covers 21 companies listed on NASDAQ and NYSE, with the majority traded on NASDAQ.

Coverage Focus

Sector IconSectorPercentage
Finance
19 companies
90.5%
Financial Services
1 company
4.8%
Business Services
1 company
4.8%

Timothy Switzer of Keefe, Bruyette & Woods specializes in stock coverage within the Finance sector, with additional focus on Financial Services and Business Services companies.

Coverage Industries

IndustryPercentage
BANKS - NORTHEAST
10 companies
47.6%
FIN - MISC SVCS
3 companies
14.3%
FIN - SVGS & LOAN
2 companies
9.5%
STATE COMMERCIAL BANKS
1 company
4.8%
CREDIT SERVICES
1 company
4.8%
FINANCIAL TRANSACTION SERVICES
1 company
4.8%
BANKS - WEST
1 company
4.8%
BANKS - FOREIGN
1 company
4.8%
BANKS - MIDWEST
1 company
4.8%

About Timothy Switzer

Tim Switzer joined KBW in 2021 and covers banking-as-a-service, neobanks, and other fintechs in addition to traditional SMID-cap banks in the Mid-Atlantic and Northeast. Previously, he was a research analyst at Robert W. Baird, covering the large and mega-cap banks, and later an analyst on the Transportation and Logistics Team. Tim is a CFA charter holder and received a BSBA in Financial Analysis and Economics from Creighton University in 2015.
Follow on LinkedIn

Timothy Switzer's Ratings History at Keefe, Bruyette & Woods

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
NewtekOne, Inc. stock logo
NEWT
NewtekOne
9/19/2025Reiterated Rating$12.22$13.00Market Perform
Live Oak Bancshares, Inc. stock logo
LOB
Live Oak Bancshares
8/19/2025Upgrade$34.38$43.00Outperform
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
8/5/2025Boost Price Target$21.81$14.00Underperform
Mid Penn Bancorp stock logo
MPB
Mid Penn Bancorp
8/4/2025Lower Price Target$26.89$34.00Outperform
LendingClub Corporation stock logo
LC
LendingClub
7/30/2025Boost Price Target$13.16$16.50Outperform
First Internet Bancorp stock logo
INBK
First Internet Bancorp
7/28/2025Reiterated Rating$23.06$27.00Market Perform
Esquire Financial Holdings, Inc. stock logo
ESQ
Esquire Financial
7/25/2025Reiterated Rating$103.18$110.00Market Perform
Live Oak Bancshares, Inc. stock logo
LOB
Live Oak Bancshares
7/25/2025Reiterated Rating$32.48$37.00Market Perform
CB Financial Services, Inc. stock logo
CBFV
CB Financial Services
7/24/2025Upgrade$31.27$39.00Outperform
CNB Financial Corporation stock logo
CCNE
CNB Financial
7/24/2025Boost Price Target$24.72$29.00Market Perform
Orrstown Financial Services Inc stock logo
ORRF
Orrstown Financial Services
7/24/2025Reiterated Rating$36.09$42.00Outperform
Middlefield Banc Corp. stock logo
MBCN
Middlefield Banc
7/24/2025Reiterated Rating$30.90$33.00Market Perform
Green Dot Corporation stock logo
GDOT
Green Dot
7/11/2025Boost Price Target$10.74$12.00Market Perform
Esquire Financial Holdings, Inc. stock logo
ESQ
Esquire Financial
7/11/2025Boost Price Target$98.01$102.00Market Perform
CNB Financial Corporation stock logo
CCNE
CNB Financial
7/11/2025Boost Price Target$23.91$26.00Market Perform
Coastal Financial Corporation stock logo
CCB
Coastal Financial
7/11/2025Boost Price Target$102.57$115.00Outperform
Pathward Financial, Inc. stock logo
CASH
Pathward Financial
7/11/2025Boost Price Target$83.47$88.00Market Perform
Orrstown Financial Services Inc stock logo
ORRF
Orrstown Financial Services
7/11/2025Boost Price Target$33.66$39.00Outperform
Bank of N.T. Butterfield & Son Limited (The) stock logo
NTB
Bank of N.T. Butterfield & Son
7/11/2025Boost Price Target$46.36$50.00Market Perform
NewtekOne, Inc. stock logo
NEWT
NewtekOne
7/11/2025Lower Price Target$11.68$12.00Market Perform
Middlefield Banc Corp. stock logo
MBCN
Middlefield Banc
7/11/2025Boost Price Target$30.54$32.00Market Perform
Live Oak Bancshares, Inc. stock logo
LOB
Live Oak Bancshares
7/11/2025Boost Price Target$32.30$36.00Market Perform
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
7/10/2025Boost Price Target$21.06$13.00Underperform
The Bancorp, Inc. stock logo
TBBK
Bancorp
6/12/2025Downgrade$53.73$65.00Market Perform
NewtekOne, Inc. stock logo
NEWT
NewtekOne
5/8/2025Lower Price Target$10.11$13.00Market Perform
LendingClub Corporation stock logo
LC
LendingClub
4/30/2025Lower Price Target$9.51$14.00Outperform
Coastal Financial Corporation stock logo
CCB
Coastal Financial
4/30/2025Lower Price Target$83.38$110.00Outperform
First Internet Bancorp stock logo
INBK
First Internet Bancorp
4/29/2025Lower Price Target$20.50$30.00Market Perform
Esquire Financial Holdings, Inc. stock logo
ESQ
Esquire Financial
4/29/2025Boost Price Target$84.13$94.00Market Perform
The Bancorp, Inc. stock logo
TBBK
Bancorp
4/28/2025Lower Price Target$47.55$70.00Outperform
Provident Financial Services, Inc stock logo
PFS
Provident Financial Services
4/28/2025Lower Price Target$16.34$22.00Outperform
OceanFirst Financial Corp. stock logo
OCFC
OceanFirst Financial
4/28/2025Lower Price Target$16.35$20.00Market Perform
Bank of N.T. Butterfield & Son Limited (The) stock logo
NTB
Bank of N.T. Butterfield & Son
4/25/2025Boost Price Target$39.63$48.00Market Perform
Live Oak Bancshares, Inc. stock logo
LOB
Live Oak Bancshares
4/25/2025Lower Price Target$26.44$34.00Market Perform
Civista Bancshares, Inc. stock logo
CIVB
Civista Bancshares
4/25/2025Boost Price Target$20.84$28.00Outperform
Orrstown Financial Services Inc stock logo
ORRF
Orrstown Financial Services
4/24/2025Lower Price Target$28.48$37.00Outperform
CNB Financial Corporation stock logo
CCNE
CNB Financial
4/16/2025Lower Price Target$20.63$25.00Market Perform
ConnectOne Bancorp, Inc. stock logo
CNOB
ConnectOne Bancorp
3/26/2025Upgrade$23.73$32.00Outperform
Coastal Financial Corporation stock logo
CCB
Coastal Financial
3/4/2025Boost Price Target$100.71$114.00Outperform
Green Dot Corporation stock logo
GDOT
Green Dot
2/28/2025Lower Price Target$7.30$10.00Market Perform
Triumph Financial, Inc. stock logo
TFIN
Triumph Financial
2/27/2025Upgrade$68.97$74.00Market Perform
The Bancorp, Inc. stock logo
TBBK
Bancorp
2/3/2025Boost Price Target$62.41$72.00Outperform
Orrstown Financial Services Inc stock logo
ORRF
Orrstown Financial Services
2/3/2025Reiterated Rating$34.79$42.00Outperform
Live Oak Bancshares, Inc. stock logo
LOB
Live Oak Bancshares
1/24/2025Reiterated Rating$35.07$44.00Market Perform
First Internet Bancorp stock logo
INBK
First Internet Bancorp
1/24/2025Reiterated Rating$33.29$40.00Market Perform
Triumph Financial, Inc. stock logo
TFIN
Triumph Financial
1/24/2025Reiterated Rating$77.34$80.00Underperform
CNB Financial Corporation stock logo
CCNE
CNB Financial
1/13/2025Lower Price Target$23.30$28.00Market Perform