Richard Shane (J.P. Morgan) — Analyst Ratings, Accuracy & Track Record

Q: How accurate are Richard Shane's stock ratings?

About 55% of Richard's ratings were profitable over a one-year hold, with an average return of +6.3% per rating, measured by 13Foresight from historical prices.

Q: How is Richard ranked?

Richard Shane is ranked #967 on 13Foresight, scored on hit rate, average return versus the market, and number of calls.

Analyst Tracker/Richard Shane

JPM

Richard Shane

J.P. Morgan

Wall Street Analyst

★★★☆☆

#967

on 13Foresight · ranked by our own returns

55%

Success Rate

+6.3%

Average Return

24 of 44 calls profitable · -1.1% vs benchmark

Time Frame ⓘ

1 Yr 2 Yr 3 Yr 5 Yr

Compare To ⓘ

📈 Across the calls we could measure, roughly 55% of Richard Shane's ratings turned a profit when each position was held for 1 year — averaging +6.3% per rating. These figures are computed by 13Foresight from historical prices, not supplied by the analyst.

Rating Distribution

55 Buy 82 Hold 20 Sell

Richard's Stock Coverage 43 ratings · 2026-06-18

Company	Date	Position	Consensus ⓘ	Price Target ⓘ	1-Yr Return
AXP American Express	Jun 15, 2026	HOLD	Hold -16.9% avg upside 46 analysts	$328.00 3.64% Downside	+0.0%
ESNT Essent Group	May 13, 2026	HOLD	Strong Buy +1.7% avg upside 15 analysts	$65.00 10.01% Upside	+0.1%
TSLX Sixth Street Specialty Lending	May 07, 2026	HOLD	Strong Buy +28.5% avg upside 16 analysts	$17.50 6.13% Upside	-2.5%
SLRC SLR Investment Corp.	May 07, 2026	SELL	Strong Buy +48.1% avg upside 14 analysts	$13.50 9.25% Upside	+4.4%
NAVI Navient	May 04, 2026	HOLD	Hold +66.4% avg upside 14 analysts	$9.50 19.21% Upside	-6.3%
BXMT Blackstone Mortgage	Apr 30, 2026	BUY	Buy +32.0% avg upside 10 analysts	$20.00 12.18% Upside	-6.1%
KREF Kkr Real Estate Finance	Apr 28, 2026	HOLD	Buy +45.8% avg upside 8 analysts	$6.00 11.74% Downside	+3.7%
SLM SLM	Apr 28, 2026	SELL	Strong Buy +13.5% avg upside 18 analysts	$24.00 4.57% Upside	+6.1%
COF Capital One Financial	Apr 24, 2026	BUY	Strong Buy +1.0% avg upside 39 analysts	$215.00 6.99% Upside	+5.3%
NLY Annaly Capital	Apr 23, 2026	BUY	Strong Buy +3.6% avg upside 19 analysts	$24.00 8.23% Upside	-1.0%
SYF Synchrony Financial	Apr 22, 2026	HOLD	Strong Buy -0.2% avg upside 31 analysts	$81.00 9.37% Upside	-4.8%
AGNC AGNC Investment	Apr 16, 2026	BUY	Buy +23.8% avg upside 19 analysts	$11.00 6.87% Upside	+0.5%
ARI Apollo Real Estate	Apr 16, 2026	BUY	Buy +14.3% avg upside 8 analysts	$12.00 11.95% Upside	-3.0%
ACRE Ares Commercial	Apr 16, 2026	HOLD	Hold +40.8% avg upside 8 analysts	$5.50 19.31% Upside	-10.3%
CMTG Claros Mortgage Trust	Apr 16, 2026	HOLD	Sell +18.9% avg upside 6 analysts	—	+0.8%
TRTX Tpg Re Finance	Apr 16, 2026	BUY	Buy +21.9% avg upside 10 analysts	$9.50 11.70% Upside	+3.7%
STWD Starwood Property	Apr 16, 2026	BUY	Strong Buy +26.6% avg upside 8 analysts	$19.00 13.99% Upside	-5.2%
ABR Arbor Realty	Apr 16, 2026	SELL	Sell +80.5% avg upside 6 analysts	$7.50 47.15% Upside	+23.6%
RWT Redwood	Apr 16, 2026	BUY	Buy +58.7% avg upside 13 analysts	$6.50 26.66% Upside	-10.8%
TWO Two Harbors	Apr 16, 2026	SELL	Buy +8.3% avg upside 15 analysts	$11.00 10.44% Downside	-10.9%
OPRT Oportun Financial	Apr 09, 2026	HOLD	Strong Buy +68.5% avg upside 10 analysts	$5.00 0.20% Downside	+7.6%
NMIH NMI Holdings	Apr 09, 2026	BUY	Strong Buy -1.5% avg upside 16 analysts	$43.00 13.70% Upside	-8.7%
ALLY Ally Financial	Apr 09, 2026	BUY	Strong Buy +5.2% avg upside 27 analysts	$46.00 1.14% Upside	+6.9%
OMF OneMain Holdings	Apr 09, 2026	SELL	Strong Buy +6.9% avg upside 22 analysts	$55.00 4.54% Downside	-3.6%
RKT Rocket Companies	Apr 09, 2026	HOLD	Buy +35.8% avg upside 26 analysts	$16.50 24.84% Upside	-12.0%
MFIC MidCap Financial Investment Corporation	Mar 13, 2026	HOLD	Buy +12.3% avg upside 17 analysts	$10.00 0.95% Upside	+1.4%
MSDL Morgan Stanley Direct Lending Fund	Mar 13, 2026	HOLD	Buy +10.2% avg upside 8 analysts	$14.00 7.59% Downside	+7.8%
PSBD Palmer Square Capital BDC Inc.	Mar 13, 2026	HOLD	Buy +21.6% avg upside 7 analysts	$10.00 6.81% Downside	+8.6%
BXSL Blackstone Secured Lending Fund	Mar 13, 2026	BUY	Buy +16.1% avg upside 14 analysts	$24.00 2.25% Upside	+3.5%
RWAY Runway Growth Finance Corp	Mar 13, 2026	HOLD	Buy +79.0% avg upside 10 analysts	$7.00 27.50% Upside	-9.5%
CGBD Carlyle Secured Lending Inc	Mar 13, 2026	HOLD	Buy +22.3% avg upside 8 analysts	$10.00 7.86% Downside	+8.0%
FSK FS KKR Capital	Mar 13, 2026	HOLD	Buy +50.8% avg upside 15 analysts	$9.50 7.01% Downside	+12.1%
ARCC Ares Capital	Mar 13, 2026	BUY	Strong Buy +14.9% avg upside 22 analysts	$19.00 4.92% Upside	+6.9%
WHF WhiteHorse	Mar 13, 2026	SELL	Buy +84.6% avg upside 8 analysts	$6.50 1.49% Upside	-7.1%
PNNT Pennantpark Investment	Mar 13, 2026	HOLD	Hold +57.9% avg upside 14 analysts	—	-16.6%
OCSL Oaktree Specialty Lending	Mar 13, 2026	HOLD	Hold +11.5% avg upside 17 analysts	$10.50 9.20% Downside	+17.5%
ACT Enact Holdings	Feb 05, 2026	HOLD	Strong Buy -9.2% avg upside 8 analysts	$44.00 3.14% Upside	-5.9%
RKLB Rocket Lab USA	Feb 28, 2025	BUY	Strong Buy -21.7% avg upside 22 analysts	$45.00 58.28% Downside	+237.2%
FHN First Horizon	Jul 19, 2021	BUY	Buy -9.1% avg upside 30 analysts	$20.00 19.10% Downside	+50.0%
GPMT Granite Point Mortgage	Apr 27, 2021	HOLD	Buy +334.0% avg upside 5 analysts	$12.00 751.03% Upside	-21.0%
LADR Ladder Capital	Apr 27, 2021	SELL	Strong Buy +31.4% avg upside 8 analysts	$11.00 8.73% Upside	-6.5%
MFA MFA Financial	Jul 23, 2018	HOLD	Buy +14.5% avg upside 13 analysts	$7.50 20.13% Downside	+4.8%
PFSI PennyMac Financial	Nov 07, 2016	HOLD	Strong Buy +33.9% avg upside 13 analysts	$18.00 77.85% Downside	+5.9%

🔒 38 more ratings — with price targets, crowd consensus and our measured returns.

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Richard Shane — Frequently Asked Questions

How accurate are Richard Shane's stock ratings?

Based on the calls 13Foresight could measure, about 55% of Richard's ratings were profitable over a one-year hold, with an average return of +6.3% per rating, or -1.1% versus the S&P 500. We score every analyst the same way, from historical prices.

How is Richard ranked on 13Foresight?

Richard Shane is currently ranked #967 with a 3-star rating. Our rank blends hit rate, average return versus the market, and how many calls we have to judge — so a long, consistent record outweighs a few lucky picks. It is our own calculation, updated daily.

Which stocks does Richard cover?

Richard most recently has ratings on AXP, ESNT, TSLX, SLRC, NAVI, BXMT, KREF, SLM, COF, NLY, SYF, AGNC and 31 more. See the full coverage table above for positions, price targets and our measured returns.

Where can I see other analyst ratings?

Browse the full analyst leaderboard to compare Wall Street analysts ranked by their measured performance, success rate and average return.

Disclaimer: 13Foresight compiles analyst ratings and price targets from publicly available sources. Performance metrics, rankings and star ratings shown here are calculated independently by 13Foresight from historical market prices and may differ from figures published elsewhere. This information may be incomplete, delayed or inaccurate, is provided for research and informational purposes only, and is not investment advice. The underlying ratings and opinions are those of the respective analysts and their firms; 13Foresight accepts no liability for any decisions made based on this data.

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