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Jason Goldberg

Jason Goldberg Analyst Performance

U.S. Large-Cap Bank Equity Analyst at Barclays

Jason Goldberg is a stock analyst at Barclays in the finance sector, covering 26 publicly traded companies. Over the past year, Jason Goldberg has issued 55 stock ratings, including buy, hold, and sell recommendations. While full access to Jason Goldberg'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 Jason Goldberg'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
193 Last 11 Years
Buy Recommendations
53.80% 99 Buy Ratings
Companies Covered
26 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy53.8%98 ratings
Hold33.7%62 ratings
Sell12.5%23 ratings

Out of 184 total stock ratings issued by Jason Goldberg at Barclays, the majority (53.8%) have been Buy recommendations, followed by 33.7% Hold and 12.5% Sell.

Exchange Coverage

ExchangePercentageCount
NYSE
73.1% of companies on NYSE
19 companies
NASDAQ
23.1% of companies on NASDAQ
6 companies
OTCMKTS
3.8% of companies on OTCMKTS
1 company

Jason Goldberg, an analyst at Barclays, currently covers 26 companies listed on NYSE, NASDAQ and OTCMKTS, with the majority traded on NYSE.

Coverage Focus

Sector IconSectorPercentage
Finance
26 companies
100.0%

Jason Goldberg of Barclays specializes in stock coverage within the Finance sector.

Coverage Industries

IndustryPercentage
BANKS
19 companies
73.1%
CAPITAL MARKETS
5 companies
19.2%
CONSUMER FINANCE
2 companies
7.7%

Jason Goldberg's Ratings History at Barclays

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 Citizens BancShares, Inc. stock logo
FCNCA
First Citizens BancShares
7/27/2026Boost Price Target$2,160.65$2,376.00Equal Weight
Northern Trust Corporation stock logo
NTRS
Northern Trust
7/23/2026Boost Price Target$178.66$189.00Equal Weight
U.S. Bancorp stock logo
USB
U.S. Bancorp
7/17/2026Boost Price Target$63.89$75.00Overweight
State Street Corporation stock logo
STT
State Street
7/17/2026Boost Price Target$185.15$200.00Equal Weight
Citizens Financial Group, Inc. stock logo
CFG
Citizens Financial Group
7/17/2026Boost Price Target$74.28$81.00Overweight
Morgan Stanley stock logo
MS
Morgan Stanley
7/16/2026Boost Price Target$228.52$262.00Overweight
M&T Bank Corporation stock logo
MTB
M&T Bank
7/16/2026Boost Price Target$248.39$267.00Equal Weight
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
7/16/2026Boost Price Target$254.30$284.00Overweight
Bank of New York Mellon Corporation stock logo
BNY
Bank of New York Mellon
7/16/2026Boost Price Target$160.71$178.00Overweight
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
7/15/2026Boost Price Target$342.74$420.00Overweight
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
7/15/2026Boost Price Target$1,142.58$1,245.00Overweight
Bank of America Corporation stock logo
BAC
Bank of America
7/15/2026Boost Price Target$60.64$72.00Overweight
Northern Trust Corporation stock logo
NTRS
Northern Trust
4/22/2026Boost Price Target$171.74$176.00Equal Weight
Zions Bancorporation, N.A. stock logo
ZION
Zions Bancorporation, N.A.
4/22/2026Boost Price Target$62.37$72.00Underweight
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
4/20/2026Boost Price Target$50.34$63.00Overweight
Ally Financial Inc. stock logo
ALLY
Ally Financial
4/20/2026Boost Price Target$45.98$56.00Equal Weight
U.S. Bancorp stock logo
USB
U.S. Bancorp
4/17/2026Boost Price Target$55.45$67.00Overweight
Bank of New York Mellon Corporation stock logo
BNY
Bank of New York Mellon
4/17/2026Boost Price Target$134.69$149.00Overweight
Morgan Stanley stock logo
MS
Morgan Stanley
4/16/2026Boost Price Target$191.52$230.00Overweight
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
4/16/2026Boost Price Target$222.35$277.00Overweight
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
4/15/2026Lower Price Target$81.73$108.00Overweight
Citigroup Inc. stock logo
C
Citigroup
4/15/2026Boost Price Target$129.68$154.00Overweight
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
2/13/2026Reiterated Rating$297.61Buy
First Citizens BancShares, Inc. stock logo
FCNCA
First Citizens BancShares
1/26/2026Lower Price Target$2,016.56$2,346.00Equal Weight
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
1/14/2026Reiterated Rating$309.32Buy
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
1/5/2026Boost Price Target$95.15$113.00Overweight
U.S. Bancorp stock logo
USB
U.S. Bancorp
1/5/2026Boost Price Target$53.90$65.00Overweight
Regions Financial Corporation stock logo
RF
Regions Financial
1/5/2026Boost Price Target$27.56$30.00Underweight
Northern Trust Corporation stock logo
NTRS
Northern Trust
1/5/2026Boost Price Target$139.28$160.00Equal Weight
Morgan Stanley stock logo
MS
Morgan Stanley
1/5/2026Boost Price Target$181.81$219.00Overweight
M&T Bank Corporation stock logo
MTB
M&T Bank
1/5/2026Boost Price Target$204.07$236.00Equal Weight
KeyCorp stock logo
KEY
KeyCorp
1/5/2026Boost Price Target$20.97$24.00Equal Weight
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
1/5/2026Boost Price Target$325.22$391.00Overweight
Huntington Bancshares Incorporated stock logo
HBAN
Huntington Bancshares
1/5/2026Boost Price Target$17.48$20.00Equal Weight
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
1/5/2026Boost Price Target$913.46$1,048.00Overweight
First Citizens BancShares, Inc. stock logo
FCNCA
First Citizens BancShares
1/5/2026Boost Price Target$2,158.64$2,456.00Equal Weight
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
1/5/2026Boost Price Target$47.71$61.00Overweight
Citigroup Inc. stock logo
C
Citigroup
1/5/2026Boost Price Target$118.61$146.00Overweight
Bank of America Corporation stock logo
BAC
Bank of America
1/5/2026Boost Price Target$55.94$71.00Overweight
Ally Financial Inc. stock logo
ALLY
Ally Financial
1/5/2026Boost Price Target$45.78$54.00Equal Weight
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Truist Financial Corporation stock logo
TFC
Truist Financial
1/5/2026Downgrade$49.73$56.00Underweight
Citizens Financial Group, Inc. stock logo
CFG
Citizens Financial Group
1/5/2026Set Price Target$59.35$77.00Overweight
Zions Bancorporation, N.A. stock logo
ZION
Zions Bancorporation, N.A.
1/5/2026Boost Price Target$60.58$68.00Underweight
Bank of New York Mellon Corporation stock logo
BNY
Bank of New York Mellon
1/5/2026Boost Price Target$120.76$143.00Overweight
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
1/5/2026Boost Price Target$217.57$271.00Overweight
Citizens Financial Group, Inc. stock logo
CFG
Citizens Financial Group
1/5/2026Upgrade$61.08$77.00Overweight
First Citizens BancShares, Inc. stock logo
FCNCA
First Citizens BancShares
10/24/2025Lower Price Target$1,786.66$2,190.00Equal Weight
Bank of New York Mellon Corporation stock logo
BNY
Bank of New York Mellon
10/17/2025Boost Price Target$105.38$120.00Overweight
Citizens Financial Group, Inc. stock logo
CFG
Citizens Financial Group
10/16/2025Boost Price Target$51.67$56.00Equal Weight
Morgan Stanley stock logo
MS
Morgan Stanley
10/16/2025Boost Price Target$161.91$183.00Overweight
Bank of America Corporation stock logo
BAC
Bank of America
10/16/2025Boost Price Target$52.26$59.00Overweight
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
10/15/2025Boost Price Target$84.51$94.00Overweight
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
10/15/2025Boost Price Target$302.11$342.00Overweight
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
10/15/2025Boost Price Target$771.44$850.00Overweight
Citigroup Inc. stock logo
C
Citigroup
10/15/2025Boost Price Target$99.83$115.00Overweight
Northern Trust Corporation stock logo
NTRS
Northern Trust
7/24/2025Boost Price Target$124.23$136.00Equal Weight
Regions Financial Corporation stock logo
RF
Regions Financial
7/21/2025Reiterated Rating$26.22$27.00Underweight
Citizens Financial Group, Inc. stock logo
CFG
Citizens Financial Group
7/18/2025Boost Price Target$48.49$55.00Equal Weight
Citigroup Inc. stock logo
C
Citigroup
7/16/2025Boost Price Target$90.22$100.00Overweight
First Citizens BancShares, Inc. stock logo
FCNCA
First Citizens BancShares
4/25/2025Lower Price Target$1,790.65$2,400.00Equal Weight
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
4/21/2025Lower Price Target$33.19$51.00Overweight
Truist Financial Corporation stock logo
TFC
Truist Financial
4/21/2025Lower Price Target$35.25$47.00Equal Weight
State Street Corporation stock logo
STT
State Street
4/21/2025Lower Price Target$80.55$120.00Overweight
Regions Financial Corporation stock logo
RF
Regions Financial
4/21/2025Lower Price Target$18.97$24.00Underweight
KeyCorp stock logo
KEY
KeyCorp
4/21/2025Lower Price Target$13.90$20.00Equal Weight
U.S. Bancorp stock logo
USB
U.S. Bancorp
4/17/2025Lower Price Target$38.43$56.00Overweight
Citizens Financial Group, Inc. stock logo
CFG
Citizens Financial Group
4/17/2025Lower Price Target$35.75$49.00Equal Weight
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
4/16/2025Lower Price Target$154.99$235.00Overweight
Bank of America Corporation stock logo
BAC
Bank of America
4/16/2025Lower Price Target$38.03$54.00Overweight
M&T Bank Corporation stock logo
MTB
M&T Bank
4/15/2025Lower Price Target$158.36$220.00Equal Weight
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
4/15/2025Lower Price Target$503.77$720.00Overweight
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
4/14/2025Lower Price Target$63.34$87.00Overweight
First Citizens BancShares, Inc. stock logo
FCNCA
First Citizens BancShares
1/27/2025Boost Price Target$2,184.11$2,568.00Equal Weight
Zions Bancorporation, N.A. stock logo
ZION
Zions Bancorporation, N.A.
1/22/2025Boost Price Target$59.03$61.00Underweight
Morgan Stanley stock logo
MS
Morgan Stanley
1/17/2025Boost Price Target$137.73$156.00Overweight
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
1/16/2025Boost Price Target$75.15$92.00Overweight
Bank of New York Mellon Corporation stock logo
BNY
Bank of New York Mellon
1/16/2025Boost Price Target$81.42$104.00Overweight
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
1/16/2025Boost Price Target$252.53$330.00Overweight
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
1/16/2025Boost Price Target$611.58$760.00Overweight
KeyCorp stock logo
KEY
KeyCorp
10/17/2024Set Price Target$17.39$16.00