Richard Shane
JP Morgan | Financial Services
Richard Shane is an analyst from JP Morgan specializing in the Financial Services sector. Ranked #1521 out of 4363 analysts, they have issued 91 stock ratings with a success rate of 96.70% and an average return of 9.19%.
Richard Shane has a well-established track record, with 91 ratings issued in the Financial Services sector. They have consistently delivered a success rate of 96.70% and an average return of 9.19%, underscoring their expertise and ability to identify winning opportunities for investors.
Recent Ratings Analysis
ARI
BuyOct 20, 2025
Target
$10.50
Current
$10.15
Performance
0.00%
Richard Shane rated ARI as Overweight on Oct 20, 2025, setting a price target of 10.5. Shares have remained stable near 10.15, leaving the 10.5 target still in play.
TWO
HoldOct 20, 2025
Target
$10.00
Current
$9.71
Performance
0.00%
On Oct 20, 2025, TWO was given a Neutral rating by Richard Shane, with a target price of 10. Market indecision, reflected in sideways trading near 9.71, supported the cautious call.
NLY
BuyOct 20, 2025
Target
$22.00
Current
$21.11
Performance
0.00%
NLY received a Overweight rating from Richard Shane on Oct 20, 2025, aiming for 22. Price action was muted, as shares hovered around 21.11 despite the bullish outlook.
BXMT
HoldOct 20, 2025
Target
$18.50
Current
$17.88
Performance
0.00%
On Oct 20, 2025, Richard Shane published a Neutral outlook on BXMT, with a target of 18.5. Sideways action left the Hold view intact, with no major move since 17.88.
ALLY
BuyOct 20, 2025
Target
$43.00
Current
$40.50
Performance
0.00%
Richard Shane on Oct 20, 2025 assigned ALLY a Overweight rating, with a price target of 43. The recommendation remains pending validation as shares consolidate around 40.5.
AGNC
BuyOct 20, 2025
Target
$10.00
Current
$10.10
Performance
0.00%
On Oct 20, 2025, Richard Shane reaffirmed AGNC with a Overweight rating, targeting 10. Market indecision has kept the 10 target in a holding pattern.
ABR
SellOct 20, 2025
Target
$11.50
Current
$11.88
Performance
0.00%
ABR was rated Underweight by Richard Shane on Oct 20, 2025, with a price objective of 11.5. The expected decline hasn’t materialized, as shares trade near 11.88.
KREF
HoldOct 20, 2025
Target
$9.00
Current
$8.55
Performance
0.00%
On Oct 20, 2025, Richard Shane initiated coverage on KREF with a Neutral rating and target of 9. The stock’s lack of movement around 8.55 aligned with a cautious approach.
NAVI
HoldOct 07, 2025
Target
$14.00
Current
$12.39
Performance
-1.67%
Richard Shane issued a Neutral recommendation for NAVI on Oct 07, 2025, price target set at 14. The rating was appropriate for a consolidating market trading near 12.39.
AXP
HoldOct 07, 2025
Target
$355.00
Current
$349.48
Performance
6.56%
On Oct 07, 2025, AXP was evaluated by Richard Shane, who gave a Neutral rating and target of 355. Investors who stayed in despite the Hold saw upside of 6.56%.
COF
HoldOct 07, 2025
Target
$235.00
Current
$214.87
Performance
0.55%
Richard Shane rated COF as Neutral on Oct 07, 2025, setting a price target of 235. The Hold stance appears justified, as shares hovered around 214.87 with a 0.55% move.
NMIH
BuyOct 07, 2025
Target
$43.00
Current
$36.13
Performance
0.25%
On Oct 07, 2025, NMIH was given a Overweight rating by Richard Shane, with a target price of 43. The stock traded sideways with a 0.25% move, keeping the bullish thesis unresolved.
OMF
HoldOct 07, 2025
Target
$57.00
Current
$55.48
Performance
1.07%
OMF received a Neutral rating from Richard Shane on Oct 07, 2025, aiming for 57. Shares remained flat at 55.48, aligning with the neutral rating.
OPRT
SellOct 07, 2025
Target
$6.00
Current
$5.43
Performance
0.37%
On Oct 07, 2025, Richard Shane published a Underweight outlook on OPRT, with a target of 6. The rating remains inconclusive as the market consolidates near 5.43.
SLM
HoldOct 07, 2025
Target
$29.00
Current
$26.08
Performance
-3.55%
Richard Shane on Oct 07, 2025 assigned SLM a Neutral rating, with a price target of 29. The Hold stance reflected consolidation, as shares held near 26.08.
SYF
HoldOct 07, 2025
Target
$75.00
Current
$72.26
Performance
1.92%
On Oct 07, 2025, Richard Shane reaffirmed SYF with a Neutral rating, targeting 75. The neutral call matched muted market action of 1.92%.
ESNT
HoldOct 07, 2025
Target
$65.00
Current
$59.68
Performance
-0.68%
ESNT was rated Neutral by Richard Shane on Oct 07, 2025, with a price objective of 65. Flat performance suggests the Hold view was reasonable.
PNNT
HoldOct 01, 2025
Target
$6.50
Current
$6.45
Performance
-1.98%
On Oct 01, 2025, Richard Shane initiated coverage on PNNT with a Neutral rating and target of 6.5. The stock’s lack of movement around 6.45 aligned with a cautious approach.
FSK
HoldOct 01, 2025
Target
$15.00
Current
$14.83
Performance
0.07%
Richard Shane issued a Neutral recommendation for FSK on Oct 01, 2025, price target set at 15. The rating was appropriate for a consolidating market trading near 14.83.
GHLD
HoldJul 11, 2025
Target
$20.00
Current
$19.86
Performance
0.25%
On Jul 11, 2025, GHLD was evaluated by Richard Shane, who gave a Neutral rating and target of 20. Hold sentiment was validated by subdued trading with no breakout beyond 19.86.
ACT
HoldJul 11, 2025
Target
$39.00
Current
$35.75
Performance
2.79%
Richard Shane rated ACT as Neutral on Jul 11, 2025, setting a price target of 39. The Hold stance appears justified, as shares hovered around 35.75 with a 2.79% move.
DFS
HoldApr 08, 2025
Target
$129.00
Current
$200.05
Performance
34.98%
On Apr 08, 2025, DFS was given a Neutral rating by Richard Shane, with a target price of 129. The stock rallied from 200.05 to 200.05 after the Hold rating, surprising to the upside.
TSLX
BuyFeb 18, 2025
Target
$23.00
Current
$21.68
Performance
-5.94%
TSLX received a Overweight rating from Richard Shane on Feb 18, 2025, aiming for 23. The rating hasn’t played out as hoped, with the stock trading 5.94% below expectations.
ACRE
HoldFeb 13, 2025
Target
$5.50
Current
$4.62
Performance
-9.06%
On Feb 13, 2025, Richard Shane published a Neutral outlook on ACRE, with a target of 5.5. Weakness in the stock, now at 4.62, supported the conservative rating.
RWT
HoldJan 21, 2025
Target
$6.50
Current
$5.61
Performance
-12.62%
Richard Shane on Jan 21, 2025 assigned RWT a Neutral rating, with a price target of 6.5. The call successfully avoided chasing as shares lost 12.62%.
TRTX
BuyJan 21, 2025
Target
$8.50
Current
$8.79
Performance
3.90%
On Jan 21, 2025, Richard Shane reaffirmed TRTX with a Overweight rating, targeting 8.5. Market indecision has kept the 8.5 target in a holding pattern.
STWD
BuyJan 21, 2025
Target
$19.50
Current
$18.68
Performance
-3.01%
STWD was rated Overweight by Richard Shane on Jan 21, 2025, with a price objective of 19.5. The stock is in a wait-and-see zone, leaving the Buy case open-ended.
RKT
SellJan 14, 2025
Target
$10.50
Current
$17.13
Performance
54.60%
On Jan 14, 2025, Richard Shane initiated coverage on RKT with a Underweight rating and target of 10.5. The rating correctly identified downside risks, with the stock losing 54.60%.
CMTG
HoldOct 17, 2024
Target
$6.50
Current
$3.40
Performance
-46.46%
Richard Shane issued a Neutral recommendation for CMTG on Oct 17, 2024, price target set at 6.5. Market action validated the conservative Hold outlook with shares at 3.4.
WHF
SellJul 29, 2024
Target
$11.50
Current
$7.04
Performance
-41.67%
On Jul 29, 2024, WHF was evaluated by Richard Shane, who gave a Underweight rating and target of 11.5. The recommendation was proven wrong by upward action toward 11.5.