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Jeff Rulis Analyst Performance

Managing Director, Senior Research Analyst at DA Davidson

Jeff Rulis is a stock analyst at DA Davidson focused in the finance sector, covering 28 publicly traded companies. Over the past year, Jeff Rulis has issued 90 stock ratings, including buy and hold recommendations. While full access to Jeff Rulis' 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 Jeff Rulis' 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
118 Last 10 Years
Buy Recommendations
44.04% 48 Buy Ratings
Companies Covered
28 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy44.0%48 ratings
Hold56.0%61 ratings
Sell0.0%0 ratings

Out of 109 total stock ratings issued by Jeff Rulis at DA Davidson, the majority (56.0%) have been Hold recommendations, followed by 44.0% Buy.

Exchange Coverage

ExchangePercentageCount
NASDAQ
82.1% of companies on NASDAQ
23 companies
NYSE
17.9% of companies on NYSE
5 companies

Jeff Rulis, an analyst at DA Davidson, currently covers 28 companies listed on NASDAQ and NYSE, with the majority traded on NASDAQ.

Coverage Focus

Sector IconSectorPercentage
Finance
27 companies
96.4%
Industrials
1 company
3.6%

Jeff Rulis of DA Davidson specializes in stock coverage within the Finance sector, with additional focus on Industrials companies.

Coverage Industries

IndustryPercentage
BANKS
27 companies
96.4%
PROFESSIONAL SERVICES
1 company
3.6%

Jeff Rulis' Ratings History at DA Davidson

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
WaFd, Inc. stock logo
WAFD
WaFd
9/9/2026Lower Price Target$33.75$37.00Neutral
Equity Bancshares, Inc. stock logo
EQBK
Equity Bancshares
9/4/2026Boost Price Target$51.35$54.00Neutral
Columbia Banking System, Inc. stock logo
COLB
Columbia Banking System
9/1/2026Upgrade$29.64$36.00Buy
HBT Financial, Inc. stock logo
HBT
HBT Financial
8/11/2026Boost Price Target$35.93$38.00Neutral
First Business Financial Services, Inc. stock logo
FBIZ
First Business Financial Services
8/3/2026Set Price Target$72.22$80.00Buy
Alerus Financial stock logo
ALRS
Alerus Financial
7/31/2026Set Price Target$33.52$36.00
First Busey Corporation stock logo
BUSE
First Busey
7/30/2026Boost Price Target$30.93$31.00Neutral
Northwest Bancshares, Inc. stock logo
NWBI
Northwest Bancshares
7/29/2026Boost Price Target$15.92$17.00Neutral
Bank of Marin Bancorp stock logo
BMRC
Bank of Marin Bancorp
7/28/2026Set Price Target$29.71$34.00Buy
ChoiceOne Financial Services, Inc. stock logo
COFS
ChoiceOne Financial Services
7/28/2026Boost Price Target$34.63$38.00Buy
Bank of Hawaii Corporation stock logo
BOH
Bank of Hawaii
7/28/2026Boost Price Target$80.26$85.00Neutral
First Mid Bancshares, Inc. stock logo
FMBH
First Mid Bancshares
7/27/2026Boost Price Target$51.60$54.00Neutral
Midland States Bancorp, Inc. stock logo
MSBI
Midland States Bancorp
7/27/2026Boost Price Target$32.45$33.00Neutral
QCR Holdings, Inc. stock logo
QCRH
QCR
7/27/2026Boost Price Target$100.66$105.00Neutral
TriCo Bancshares stock logo
TCBK
TriCo Bancshares
7/27/2026Lower Price Target$57.73$65.00Neutral
Glacier Bancorp, Inc. stock logo
GBCI
Glacier Bancorp
7/27/2026Reiterated Rating$49.72$58.00Buy
First Interstate BancSystem, Inc. stock logo
FIBK
First Interstate BancSystem
7/27/2026Reiterated Rating$38.51$39.00Neutral
Civista Bancshares, Inc. stock logo
CIVB
Civista Bancshares
7/27/2026Boost Price Target$28.56$33.00Buy
Old Second Bancorp, Inc. stock logo
OSBC
Old Second Bancorp
7/24/2026Boost Price Target$24.03$25.00Neutral
Heritage Financial Corporation stock logo
HFWA
Heritage Financial
7/24/2026Boost Price Target$30.16$34.00Buy
Peoples Bancorp Inc. stock logo
PEBO
Peoples Bancorp
7/22/2026Boost Price Target$39.75$44.00Buy
FS Bancorp, Inc. stock logo
FSBW
FS Bancorp
7/22/2026Reiterated Rating$42.89$45.00Neutral
Wintrust Financial Corporation stock logo
WTFC
Wintrust Financial
7/22/2026Boost Price Target$158.20$190.00Buy
Wintrust Financial Corporation stock logo
WTFC
Wintrust Financial
7/21/2026Set Price Target$157.55$185.00
WaFd, Inc. stock logo
WAFD
WaFd
7/20/2026Boost Price Target$37.50$40.00Neutral
TriCo Bancshares stock logo
TCBK
TriCo Bancshares
7/14/2026Boost Price Target$58.92$66.00Neutral
Wintrust Financial Corporation stock logo
WTFC
Wintrust Financial
6/30/2026Reiterated Rating$161.12$185.00Buy
Equity Bancshares, Inc. stock logo
EQBK
Equity Bancshares
6/22/2026Boost Price Target$46.95$51.00Neutral
First Interstate BancSystem, Inc. stock logo
FIBK
First Interstate BancSystem
5/27/2026Downgrade$36.13$39.00Neutral
First Mid Bancshares, Inc. stock logo
FMBH
First Mid Bancshares
5/4/2026Boost Price Target$43.63$47.00Neutral
First Interstate BancSystem, Inc. stock logo
FIBK
First Interstate BancSystem
5/1/2026Boost Price Target$35.45$41.00Buy
Alerus Financial stock logo
ALRS
Alerus Financial
5/1/2026Boost Price Target$26.95$29.00Neutral
Eagle Bancorp Montana, Inc. stock logo
EBMT
Eagle Bancorp Montana
4/29/2026Boost Price Target$23.00$24.00Neutral
Northwest Bancshares, Inc. stock logo
NWBI
Northwest Bancshares
4/29/2026Boost Price Target$13.86$15.00Neutral
HBT Financial, Inc. stock logo
HBT
HBT Financial
4/28/2026Boost Price Target$28.93$31.00Neutral
Bank of Marin Bancorp stock logo
BMRC
Bank of Marin Bancorp
4/28/2026Lower Price Target$25.59$29.00Buy
Midland States Bancorp, Inc. stock logo
MSBI
Midland States Bancorp
4/27/2026Boost Price Target$25.99$26.00Neutral
ChoiceOne Financial Services, Inc. stock logo
COFS
ChoiceOne Financial Services
4/27/2026Boost Price Target$31.07$34.00Buy
Glacier Bancorp, Inc. stock logo
GBCI
Glacier Bancorp
4/27/2026Boost Price Target$49.37$58.00Buy
First Business Financial Services, Inc. stock logo
FBIZ
First Business Financial Services
4/27/2026Reiterated Rating$56.93$65.00Buy
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Peoples Bancorp Inc. stock logo
PEBO
Peoples Bancorp
4/22/2026Boost Price Target$33.85$38.00Buy
National Bank Holdings Corporation stock logo
NBHC
National Bank
4/22/2026Reiterated Rating$41.52$46.00Buy
Bridgewater Bancshares, Inc. stock logo
BWB
Bridgewater Bancshares
4/22/2026Reiterated Rating$18.30$22.00Buy
Wintrust Financial Corporation stock logo
WTFC
Wintrust Financial
4/21/2026Reiterated Rating$148.79$165.00Buy
Bank of Hawaii Corporation stock logo
BOH
Bank of Hawaii
4/21/2026Boost Price Target$80.07$82.00Neutral
Equity Bancshares, Inc. stock logo
EQBK
Equity Bancshares
4/16/2026Lower Price Target$45.03$47.00Neutral
National Bank Holdings Corporation stock logo
NBHC
National Bank
4/6/2026Reiterated Rating$39.64$46.00Buy
FS Bancorp, Inc. stock logo
FSBW
FS Bancorp
2/27/2026Boost Price Target$40.35$46.00Neutral
National Bank Holdings Corporation stock logo
NBHC
National Bank
2/19/2026Reiterated Rating$41.48$48.00Buy
ChoiceOne Financial Services, Inc. stock logo
COFS
ChoiceOne Financial Services
2/3/2026Reiterated Rating$29.95$36.00Buy
First Mid Bancshares, Inc. stock logo
FMBH
First Mid Bancshares
2/2/2026Boost Price Target$42.10$46.00Neutral
First Business Financial Services, Inc. stock logo
FBIZ
First Business Financial Services
2/2/2026Reiterated Rating$58.82$68.00Buy
Civista Bancshares, Inc. stock logo
CIVB
Civista Bancshares
1/30/2026Reiterated Rating$23.97$28.00Buy
Alerus Financial stock logo
ALRS
Alerus Financial
1/30/2026Boost Price Target$24.60$26.00Neutral
Bridgewater Bancshares, Inc. stock logo
BWB
Bridgewater Bancshares
1/29/2026Set Price Target$18.93$24.00
QCR Holdings, Inc. stock logo
QCRH
QCR
1/29/2026Boost Price Target$90.35$96.00Neutral
First Interstate BancSystem, Inc. stock logo
FIBK
First Interstate BancSystem
1/29/2026Reiterated Rating$36.02$42.00Buy
First Busey Corporation stock logo
BUSE
First Busey
1/29/2026Reiterated Rating$24.64$27.00Neutral
Eagle Bancorp Montana, Inc. stock logo
EBMT
Eagle Bancorp Montana
1/28/2026Boost Price Target$21.54$23.00Neutral
Bridgewater Bancshares, Inc. stock logo
BWB
Bridgewater Bancshares
1/28/2026Reiterated Rating$18.57$23.00Buy
Northwest Bancshares, Inc. stock logo
NWBI
Northwest Bancshares
1/28/2026Reiterated Rating$12.64$13.00Neutral
National Bank Holdings Corporation stock logo
NBHC
National Bank
1/28/2026Reiterated Rating$39.41$46.00Buy
Booz Allen Hamilton Holding Corporation stock logo
BAH
Booz Allen Hamilton
1/27/2026Set Price Target$92.85$81.00
Bank of Hawaii Corporation stock logo
BOH
Bank of Hawaii
1/27/2026Boost Price Target$75.51$81.00Neutral
Midland States Bancorp, Inc. stock logo
MSBI
Midland States Bancorp
1/26/2026Boost Price Target$22.73$24.00Neutral
FS Bancorp, Inc. stock logo
FSBW
FS Bancorp
1/26/2026Lower Price Target$41.42$45.00Neutral
Glacier Bancorp, Inc. stock logo
GBCI
Glacier Bancorp
1/26/2026Boost Price Target$47.87$58.00Buy
Heritage Financial Corporation stock logo
HFWA
Heritage Financial
1/23/2026Boost Price Target$27.53$32.00Buy
Old Second Bancorp, Inc. stock logo
OSBC
Old Second Bancorp
1/23/2026Boost Price Target$20.41$23.00Neutral
TriCo Bancshares stock logo
TCBK
TriCo Bancshares
1/23/2026Boost Price Target$50.97$54.00Neutral
Columbia Banking System, Inc. stock logo
COLB
Columbia Banking System
1/23/2026Boost Price Target$29.22$32.50Neutral
Equity Bancshares, Inc. stock logo
EQBK
Equity Bancshares
1/23/2026Boost Price Target$47.37$52.00Neutral
Wintrust Financial Corporation stock logo
WTFC
Wintrust Financial
1/22/2026Boost Price Target$155.12$172.00Buy
Peoples Bancorp Inc. stock logo
PEBO
Peoples Bancorp
1/21/2026Set Price Target$32.69$35.00
Wintrust Financial Corporation stock logo
WTFC
Wintrust Financial
1/21/2026Set Price Target$151.46$165.00
Civista Bancshares, Inc. stock logo
CIVB
Civista Bancshares
11/21/2025Reiterated Rating$22.25$26.00Buy
Glacier Bancorp, Inc. stock logo
GBCI
Glacier Bancorp
11/12/2025Reiterated Rating$43.50$58.00Buy
Bank of Hawaii Corporation stock logo
BOH
Bank of Hawaii
10/28/2025Reiterated Rating$65.14$70.00Neutral
Bank of Marin Bancorp stock logo
BMRC
Bank of Marin Bancorp
10/28/2025Boost Price Target$26.02$31.00Buy
Civista Bancshares, Inc. stock logo
CIVB
Civista Bancshares
10/27/2025Initiated Coverage$22.18$26.00Buy
FS Bancorp, Inc. stock logo
FSBW
FS Bancorp
10/22/2025Set Price Target$38.71$41.00
Bridgewater Bancshares, Inc. stock logo
BWB
Bridgewater Bancshares
10/22/2025Reiterated Rating$17.00$21.00Buy
Peoples Bancorp Inc. stock logo
PEBO
Peoples Bancorp
10/22/2025Initiated Coverage$29.12$33.00Buy
Wintrust Financial Corporation stock logo
WTFC
Wintrust Financial
10/21/2025Reiterated Rating$128.84$158.00Buy
HBT Financial, Inc. stock logo
HBT
HBT Financial
10/21/2025Set Price Target$24.88$27.00
Equity Bancshares, Inc. stock logo
EQBK
Equity Bancshares
10/16/2025Reiterated Rating$40.12$45.00Neutral
QCR Holdings, Inc. stock logo
QCRH
QCR
10/9/2025Reiterated Rating$74.87$83.00Neutral
QCR Holdings, Inc. stock logo
QCRH
QCR
10/9/2025Downgrade$72.06$83.00Neutral
Heritage Financial Corporation stock logo
HFWA
Heritage Financial
9/29/2025Set Price Target$24.65$29.00
Heritage Financial Corporation stock logo
HFWA
Heritage Financial
9/26/2025Reiterated Rating$24.60$28.00Buy
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First Interstate BancSystem, Inc. stock logo
FIBK
First Interstate BancSystem
9/12/2025Boost Price Target$32.51$38.00Buy
Equity Bancshares, Inc. stock logo
EQBK
Equity Bancshares
9/3/2025Boost Price Target$41.84$45.00Neutral
Bank of Marin Bancorp stock logo
BMRC
Bank of Marin Bancorp
7/29/2025Boost Price Target$23.48$27.00Buy
Bridgewater Bancshares, Inc. stock logo
BWB
Bridgewater Bancshares
7/25/2025Boost Price Target$16.08$20.00Buy
Old Second Bancorp, Inc. stock logo
OSBC
Old Second Bancorp
7/25/2025Boost Price Target$17.74$19.00Neutral
TriCo Bancshares stock logo
TCBK
TriCo Bancshares
7/25/2025Boost Price Target$42.46$45.00Neutral
First Busey Corporation stock logo
BUSE
First Busey
7/24/2025Boost Price Target$23.49$26.00Neutral
National Bank Holdings Corporation stock logo
NBHC
National Bank
7/24/2025Boost Price Target$40.19$45.00Buy
FS Bancorp, Inc. stock logo
FSBW
FS Bancorp
7/24/2025Boost Price Target$42.11$44.00Neutral
Wintrust Financial Corporation stock logo
WTFC
Wintrust Financial
7/23/2025Boost Price Target$134.66$155.00Buy
HBT Financial, Inc. stock logo
HBT
HBT Financial
7/22/2025Boost Price Target$26.66$27.00Neutral
WaFd, Inc. stock logo
WAFD
WaFd
7/21/2025Boost Price Target$30.48$33.00Neutral
Equity Bancshares, Inc. stock logo
EQBK
Equity Bancshares
7/16/2025Boost Price Target$40.62$44.00Neutral
Glacier Bancorp, Inc. stock logo
GBCI
Glacier Bancorp
6/25/2025Reiterated Rating$42.86$50.00Buy
Columbia Banking System, Inc. stock logo
COLB
Columbia Banking System
6/10/2025Boost Price Target$24.13$26.00Neutral
Columbia Banking System, Inc. stock logo
COLB
Columbia Banking System
4/24/2025Set Price Target$22.72$25.00Neutral
National Bank Holdings Corporation stock logo
NBHC
National Bank
4/23/2025Lower Price Target$34.23$42.00Buy
Wintrust Financial Corporation stock logo
WTFC
Wintrust Financial
4/23/2025Lower Price Target$107.68$135.00Buy
Equity Bancshares, Inc. stock logo
EQBK
Equity Bancshares
4/17/2025Lower Price Target$36.84$39.00Neutral
First Busey Corporation stock logo
BUSE
First Busey
2/25/2025Reiterated Rating$24.06$25.00Neutral
WaFd, Inc. stock logo
WAFD
WaFd
2/6/2025Downgrade$30.53$32.00Neutral
First Financial Northwest, Inc. stock logo
FFNW
First Financial Northwest
1/30/2025Reiterated Rating$21.61$22.00Neutral
First Busey Corporation stock logo
BUSE
First Busey
1/30/2025Lower Price Target$24.55$25.00Neutral
Bridgewater Bancshares, Inc. stock logo
BWB
Bridgewater Bancshares
1/30/2025Reiterated Rating$14.24$18.00Buy
Bank of Hawaii Corporation stock logo
BOH
Bank of Hawaii
1/28/2025Boost Price Target$75.01$79.00Neutral
Midland States Bancorp, Inc. stock logo
MSBI
Midland States Bancorp
1/28/2025Lower Price Target$19.10$21.00Neutral
Equity Bancshares, Inc. stock logo
EQBK
Equity Bancshares
1/23/2025Lower Price Target$42.10$46.00Neutral