A screen shows trading information for Morgan Stanley on the floor of the New York Stock Exchange (NYSE), January 19, 2022.
Brendan McDermid | Reuters
The financial sector has seen rapid transformation over the past decade, with technology reshaping the processes of lending, wealth management and payments.
The change also brought investment opportunities. TipRanks recognizes Wall Street’s top 10 financial sector analysts for capturing the best investment opportunities. These analysts outperformed on stock selection and generated significant returns on their recommendations.
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TipRanks used their Experts Center tool to identify the top ten analysts with a high success rate. To create this list, TipRanks analyzed every recommendation made by financial sector analysts over the past decade.
The ranking reflects the analysts’ ability to generate returns from their stock recommendations and price targets. TipRanks’ algorithms calculated the average return, the statistical significance of each rating, and the overall analyst success rate. In addition, each rating was measured over a year.
Top 10 analysts from the financial industry
The picture shows the most successful Wall Street analysts from the financial sector in descending order.
1. Moshe Orenbuch – Credit Suisse
Moshe Orenbuch tops the list. Orenbuch has an overall success rate of 65%. Financial services company Ally Financial (NYSE:ALLY). His call to buy ALLY stock from April 17, 2020 to April 17, 2021 returned 220%.
2. Mark Rothschild—Canaccord Genuity
Mark Rothschild is second on this list and has a 72% success rate. Rothschild’s top pick was for a Canadian real estate investment firm, Dream Unlimited (TSE:DRM). The analyst generated a profit of 108% from his buy recommendation for Dream Unlimited from 02/24/2021 to 02/24/2022.
3. Bill Carcache – Wolfe Research
Bill Carcache, an analyst at Wolfe Research, is ranked #3 in TipRank’s top 10 financial analysts list. Carcache has a 71% success rate. His top recommendation was Discover Financial Services (NYSE:DFS), a provider of digital banking and payment services and credit card issuer. The analyst returned 287% by issuing a buy rating on DFS from March 20, 2020 to March 20, 2021.
4. Steve Manaker – Stifel Nicolaus
Steve Manaker ranks fourth on this list. The five-star analyst has an overall success rate of 71%. Manaker’s top recommendation was “Innovative Industrial Properties” (NYSE:IIPR), a real estate investment trust (REIT) focused on the regulated cannabis industry. His call to buy IIPR stock generated a 250% return from June 26, 2018 to June 26, 2019.
5. Bose George – KBW
Fifth-ranked analyst Bose George has a 71% success rate. His best recommendation was Mr. Cooper Group (NASDAQ:COOP), a leading real estate loan servicer and originator. The analyst returned 179% from July 7, 2020 to July 7, 2021.
6. Gerard Cassidy—RBC Capital
Gerard Cassidy is sixth. The analyst has a 58% success rate. His top pick was Fifth Third Bancorp (NASDAQ:FITB), a Cincinnati-based regional bank. Cassidy’s call to buy FITB stock returned 139% from April 8, 2020 to April 8, 2021.
7. Susan Roth Katzke—Credit Suisse
Credit Suisse analyst Susan Roth Katzke ranks seventh on this list with a 67% success rate. Katzke’s best decision was buying shares in investment bank Morgan Stanley (NYSE:MS). The recommendation generated a return of 138% from May 6, 2020 to May 6, 2021.
8. Mark Dwelle – RBC Capital
In eighth place is RBC’s Mark Dwelle. Dwelle has an overall success rate of 64%. His top recommendation is the insurance company Goosehead Insurance (NASDAQ: GSHD). From March 13, 2020 to March 13, 2021, he generated a profit of 210% based on his call to buy on GSHD.
9. Ken Usdin—Jefferies
Ken Usdin is ninth on the list. The five-star analyst boasts a 62% success rate. His top pick was Pennsylvania Regional Bank Customers Bancorp (NYSE:CUBI). The buy recommendation generated a return of 246% from January 7, 2021 to January 7, 2022.
10. Robert Dodd—Raymond James
Robert Dodd ranks 10th on the list with a 69% success rate. Dodd’s best decision was to buy shares in WhiteHorse Finance (NASDAQ:WHF), a business development company that makes loans to privately held companies in the lower and middle market segments. The recommendation generated a return of 150% from April 13, 2020 to April 13, 2021.
Retail investors could follow the ratings of these top financial analysts to make informed investment decisions. These analysts have delivered significant returns on their recommendations over the past decade.
You can also view all analysts featured in the top 100 list. We’ll be returning soon with the top 10 healthcare analysts over the last 10 years.
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