Keefe, Bruyette & Woods — sell-side record
Keefe, Bruyette & Woods made 40 rating actions across 13 covered names in the last 12 months, 40% of them Buy-type and 0% Sell-type. Of its 66 price targets that resolved, 24 (36%) were reached while they stood, 39 were replaced by Keefe, Bruyette & Woods before their deadline and 3 fell short at it. 5 of its 8 Buy- and Sell-type ratings that ran a full horizon agreed with how the stock did against its sector.
17 covered names with a call from Keefe, Bruyette & Woods in the last two years, checked through 2026-10-29. Rebuilt every morning.
What its Holds say: Keefe, Bruyette & Woods's 24 Hold-type ratings in the last 12 months carried a median price target +8% from the price on the day; 12% sat below the price. Of its Holds that ran a full horizon, 1 of 9 stayed within 5 points of the sector ETF.
By name
| Ticker | Rating actions, 12 mo | Targets reached | Replaced early | Short | Resolved | Ratings vs sector |
|---|---|---|---|---|---|---|
| MS | 5 | 2 (25%) | 6 | 0 | 8 | 1 of 1 |
| BAC | 5 | 1 (14%) | 6 | 0 | 7 | 1 of 1 |
| WFC | 4 | 2 (33%) | 4 | 0 | 6 | — |
| GS | 4 | 4 (80%) | 1 | 0 | 5 | — |
| PNC | 4 | 2 (40%) | 3 | 0 | 5 | — |
| TFC | 3 | 3 (60%) | 2 | 0 | 5 | — |
| HOOD | 3 | 2 (50%) | 2 | 0 | 4 | — |
| KEY | 2 | 1 (25%) | 3 | 0 | 4 | 0 of 1 |
| SCHW | 0 | 3 (75%) | 1 | 0 | 4 | 1 of 1 |
| FITB | 3 | 1 (33%) | 2 | 0 | 3 | — |
| USB | 3 | 2 (67%) | 1 | 0 | 3 | — |
| CME | 1 | 1 (33%) | 2 | 0 | 3 | — |
| ICE | 0 | 0 (0%) | 2 | 1 | 3 | 1 of 1 |
| JPM | 2 | 0 (0%) | 2 | 0 | 2 | 1 of 1 |
| MA | 1 | 0 (0%) | 1 | 1 | 2 | 0 of 1 |
| V | 0 | 0 (0%) | 1 | 1 | 2 | 0 of 1 |
| IBKR | 0 | — | — | — | 0 | — |
Per-name counts are small; no percentage on one name is a measure of skill.
Latest calls
| Date | Ticker | Rating | Action | Price at call | Target | Target status | Move in the 30 days before |
|---|---|---|---|---|---|---|---|
| 2026-10-19 | TFC | Market Perform | maintained | $46.32 | $54 | running to 2027-10-19 | -4.6% |
| 2026-10-16 | PNC | Market Perform | maintained | $217.39 | $250 | running to 2027-10-16 | -6.1% |
| 2026-10-15 | BAC | Outperform | maintained | $51.70 | $65 | running to 2027-10-15 | -13.1% |
| 2026-10-15 | MS | Outperform | reiterated | $182.10 | $230 | running to 2027-10-15 | -11.7% |
| 2026-10-14 | WFC | Market Perform | maintained | $80.90 | $90 | running to 2027-10-14 | -8.8% |
| 2026-10-14 | GS | Market Perform | maintained | $878.72 | $1100 | running to 2027-10-14 | -11.1% |
| 2026-09-29 | HOOD | Market Perform | maintained | $116.22 | $115 | within 5% of price when set | +11.5% |
| 2026-07-31 | MA | Outperform | maintained | $573.10 | $685 | running to 2027-07-31 | +9.7% |
| 2026-07-22 | KEY | Outperform | maintained | $23.11 | $26 | running to 2027-07-22 | +1.2% |
| 2026-07-20 | TFC | Market Perform | maintained | $51.00 | $55 | replaced 2026-10-19, new $54 | +5.5% |
Other firms: Barclays · Wells Fargo · Morgan Stanley · UBS · Citigroup · RBC Capital · JPMorgan · Truist Securities · TD Cowen · Cantor Fitzgerald · Evercore ISI Group · Piper Sandler. All firms.
How calls are checked
Every call is checked on the firm's own terms. A price target is followed until its own deadline (12 months unless the firm publishes a different horizon) and ends as reached (the stock closed at or beyond it while it stood), replaced (the same firm set a new target first) or short at deadline. A rating is compared with the stock's sector SPDR ETF on total return over the rating's life, because most big-firm ratings are relative: Overweight means "beat its peers", not "go up". Hold-type ratings are tracked, not graded. A firm is numbered only with 30+ resolved targets, and a letter prints only for a firm's whole record where an exact test separates it from a coin flip. None of this is a verdict on anyone's skill, and one day is never a grade. The full method →
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