Keefe, Bruyette & Woods — sell-side track record
Keefe, Bruyette & Woods made 39 rating changes across 14 covered names in the last 12 months. 54% of its 24 scored calls were right at 30 days; the names it called averaged +1.3% in the 90 days after a call, and had already run +6.4% in the 30 days before it.
Across 14 covered names, last 12 months, graded through 2026-09-14. Rebuilt every morning.
Names covered
By name
| Ticker | Calls | Scored | Right | Accuracy |
|---|---|---|---|---|
| BAC | 5 | 5 | 3 | 60.0% |
| MS | 5 | 5 | 2 | 40.0% |
| GS | 4 | 2 | 2 | — |
| JPM | 2 | 2 | 1 | — |
| KEY | 2 | 2 | 1 | — |
| PNC | 3 | 2 | 1 | — |
| CME | 1 | 1 | 0 | — |
| FITB | 3 | 1 | 1 | — |
| MA | 1 | 1 | 1 | — |
| SCHW | 1 | 1 | 0 | — |
| TFC | 3 | 1 | 1 | — |
| WFC | 4 | 1 | 0 | — |
| HOOD | 2 | 0 | 0 | — |
| USB | 3 | 0 | 0 | — |
Latest calls
| Date | Ticker | Change | Action | Graded as | Price at call | Run before | +30d | +90d | Hit |
|---|---|---|---|---|---|---|---|---|---|
| 2026-07-31 | MA | Outperform → Outperform | maintained | Bullish | $573.10 | +9.7% | +2.8% | — | ✓ |
| 2026-07-22 | KEY | Outperform → Outperform | maintained | Bullish | $23.11 | +1.2% | -5.4% | — | ✗ |
| 2026-07-20 | TFC | Market Perform → Market Perform | maintained | True hold · target +7% | $51.00 | +5.5% | -0.1% | — | not graded |
| 2026-07-20 | FITB | Market Perform → Market Perform | maintained | True hold · target +4% | $57.40 | +8.8% | -4.2% | — | not graded |
| 2026-07-17 | USB | Market Perform → Market Perform | maintained | True hold · target +4% | $63.14 | +9.0% | +2.7% | — | not graded |
| 2026-07-16 | MS | Outperform → Outperform | maintained | Bullish | $218.37 | -1.1% | -0.1% | — | ✗ |
| 2026-07-15 | JPM | Outperform → Outperform | maintained | Bullish | $346.91 | +8.6% | +4.6% | — | ✓ |
| 2026-07-15 | BAC | Outperform → Outperform | maintained | Bullish | $61.59 | +10.2% | +4.7% | — | ✓ |
| 2026-07-15 | WFC | Market Perform → Market Perform | maintained | True hold · target +7% | $87.51 | +5.3% | +1.5% | — | not graded |
| 2026-07-15 | GS | Market Perform → Market Perform | maintained | True hold · target -1% | $1152.07 | +7.0% | -9.8% | — | not graded |
Other firms: Barclays · Wells Fargo · Morgan Stanley · Citigroup · UBS · JPMorgan · RBC Capital · Truist Securities · TD Cowen · Evercore ISI Group · Cantor Fitzgerald · Bank of America. Full leaderboard.
How the grading works
Every sell-side rating change from the last 365 days is priced the day it lands and checked again 30, 60 and 90 days later. A call is a hit when the stock moved in the called direction at 30 days. Buy- and Sell-side ratings call their own direction. A Hold is read, not waved through: a downgrade to Hold is graded as a bearish call and an upgrade to Hold as a bullish one, and a maintained Hold whose price target sits 10%+ above the price leans bullish (10%+ below, leans bearish) and is graded that way. A Hold with a target close to the price is a true Hold and is not graded at all. Every call with a price target also gets a target check 90 days later: hit (reached it or within 5%), close (covered at least half the distance) or missed. A firm's accuracy on a single name prints only after 4 scored calls, and a firm gets its own page only after 10 scored calls across every covered name — below that a percentage is noise. "Run before the call" is the stock's move over the 30 calendar days before the rating landed. Data: Yahoo Finance rating history and daily closes, rebuilt each morning. Nothing on this page is advice.
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