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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 24 publicly traded companies. Over the past year, Timothy Switzer has issued 55 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
78 Last 1 Years
Buy Recommendations
39.74% 31 Buy Ratings
Companies Covered
24 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy39.7%30 ratings
Hold52.6%41 ratings
Sell7.7%6 ratings

Out of 78 total stock ratings issued by Timothy Switzer at Keefe, Bruyette & Woods, the majority (52.6%) have been Hold recommendations, followed by 39.7% Buy and 7.7% Sell.

Exchange Coverage

ExchangePercentageCount
NASDAQ
75.0% of companies on NASDAQ
18 companies
NYSE
25.0% of companies on NYSE
6 companies

Timothy Switzer, an analyst at Keefe, Bruyette & Woods, currently covers 24 companies listed on NASDAQ and NYSE, with the majority traded on NASDAQ.

Coverage Focus

Sector IconSectorPercentage
Finance
20 companies
83.3%
Financial Services
3 companies
12.5%
Business Services
1 company
4.2%

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
12 companies
50.0%
FIN - SVGS & LOAN
3 companies
12.5%
FIN - MISC SVCS
2 companies
8.3%
STATE COMMERCIAL BANKS – FED RESERVE SYSTEM
2 companies
8.3%
BANKS - WEST
1 company
4.2%
BANKS - FOREIGN
1 company
4.2%
BANKS - MIDWEST
1 company
4.2%
CREDIT SERVICES
1 company
4.2%
FINANCIAL TRANSACTION SERVICES
1 company
4.2%

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.
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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
First Mid Bancshares, Inc. stock logo
FMBH
First Mid Bancshares
5/1/2026Boost Price Target$43.63$48.00Market Perform
Coastal Financial Corporation stock logo
CCB
Coastal Financial
5/1/2026Lower Price Target$75.36$95.00Outperform
Provident Financial Services, Inc stock logo
PFS
Provident Financial Services
5/1/2026Boost Price Target$22.63$26.00Outperform
NewtekOne, Inc. stock logo
NEWT
NewtekOne
5/1/2026Boost Price Target$13.13$13.00Market Perform
First Internet Bancorp stock logo
INBK
First Internet Bancorp
5/1/2026Boost Price Target$23.73$24.00Market Perform
Northwest Bancshares, Inc. stock logo
NWBI
Northwest Bancshares
4/29/2026Boost Price Target$13.94$15.00Market Perform
Pathward Financial, Inc. stock logo
CASH
Pathward Financial
4/23/2026Boost Price Target$98.51$108.00Outperform
CNB Financial Corporation stock logo
CCNE
CNB Financial
4/21/2026Boost Price Target$30.98$34.00Market Perform
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
4/9/2026Lower Price Target$16.49$17.00Underperform
Bank of N.T. Butterfield & Son Limited (The) stock logo
NTB
Bank of N.T. Butterfield & Son
2/11/2026Boost Price Target$52.96$58.00Market Perform
Univest Corporation of Pennsylvania stock logo
UVSP
Univest Corporation of Pennsylvania
2/3/2026Boost Price Target$35.25$36.00Market Perform
Coastal Financial Corporation stock logo
CCB
Coastal Financial
2/2/2026Lower Price Target$96.37$125.00Outperform
NewtekOne, Inc. stock logo
NEWT
NewtekOne
1/30/2026Boost Price Target$13.54$14.00Market Perform
First Internet Bancorp stock logo
INBK
First Internet Bancorp
1/30/2026Lower Price Target$20.85$23.00Market Perform
ConnectOne Bancorp, Inc. stock logo
CNOB
ConnectOne Bancorp
1/30/2026Boost Price Target$26.97$32.00Outperform
Civista Bancshares, Inc. stock logo
CIVB
Civista Bancshares
1/30/2026Boost Price Target$24.13$28.00Outperform
Provident Financial Services, Inc stock logo
PFS
Provident Financial Services
1/29/2026Boost Price Target$22.17$25.00Outperform
CB Financial Services, Inc. stock logo
CBFV
CB Financial Services
1/29/2026Lower Price Target$34.97$39.00Outperform
Esquire Financial Holdings, Inc. stock logo
ESQ
Esquire Financial
1/23/2026Boost Price Target$110.43$120.00Market Perform
LendingClub Corporation stock logo
LC
LendingClub
11/7/2025Boost Price Target$18.01$22.00Outperform
Bank of N.T. Butterfield & Son Limited (The) stock logo
NTB
Bank of N.T. Butterfield & Son
10/30/2025Boost Price Target$45.40$52.00Market Perform
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
10/29/2025Boost Price Target$31.11$20.00Underperform
Mid Penn Bancorp stock logo
MPB
Mid Penn Bancorp
10/27/2025Boost Price Target$29.41$37.00Outperform
CB Financial Services, Inc. stock logo
CBFV
CB Financial Services
10/27/2025Boost Price Target$33.46$40.00Outperform
Univest Corporation of Pennsylvania stock logo
UVSP
Univest Corporation of Pennsylvania
10/24/2025Boost Price Target$30.98$34.00Market Perform
First Internet Bancorp stock logo
INBK
First Internet Bancorp
10/24/2025Lower Price Target$20.23$25.00Market Perform
Civista Bancshares, Inc. stock logo
CIVB
Civista Bancshares
10/24/2025Boost Price Target$22.19$27.00Outperform
Middlefield Banc Corp. stock logo
MBCN
Middlefield Banc
10/23/2025Reiterated Rating$33.70$35.00Market Perform
LendingClub Corporation stock logo
LC
LendingClub
10/23/2025Boost Price Target$18.42$20.00Outperform
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
10/15/2025Boost Price Target$27.87$18.00Underperform
OceanFirst Financial Corp. stock logo
OCFC
OceanFirst Financial
10/10/2025Upgrade$18.03$22.00Outperform
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
Live Oak Bancshares, Inc. stock logo
LOB
Live Oak Bancshares
7/25/2025Reiterated Rating$32.48$37.00Market Perform
Esquire Financial Holdings, Inc. stock logo
ESQ
Esquire Financial
7/25/2025Reiterated Rating$103.18$110.00Market Perform
CB Financial Services, Inc. stock logo
CBFV
CB Financial Services
7/24/2025Upgrade$31.27$39.00Outperform
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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