JPM

Richard Shane

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

About 50% of Richard's ratings were profitable over a one-year hold, with an average return of +4.1% per rating, measured by 13Foresight from historical prices.

Q: How is Richard ranked?

Richard Shane is ranked #940 on 13Foresight, scored on hit rate, average return versus the market, and number of calls.

J.P. Morgan

Wall Street Analyst

★★★★☆

#940

on 13Foresight · ranked by our own returns

49%

Success Rate

+4.1%

Average Return

51 of 104 calls profitable · +42.7% vs benchmark

Time Frame ⓘ

1 Yr 2 Yr 3 Yr 5 Yr

Compared To ⓘ

S&P 500 (SPY)

📈 Across the calls we could measure, roughly 49% of Richard Shane's ratings turned a profit when each position was held for 1 year — averaging +4.1% per rating. These figures are computed by 13Foresight from historical prices, not supplied by the analyst.

Rating Distribution

68 Buy 84 Hold 30 Sell

Richard's Stock Coverage 42 ratings · 2026-09-04

Company	Date	Position	Consensus ⓘ	Price Target ⓘ	1-Yr Return	vs S&P 500 ⓘ
WHF WhiteHorse	Aug 19, 2026	SELL	Hold +66.6% avg upside 8 analysts	$6.50 9.10% Downside	+2.6%	·
FSK FS KKR Capital	Aug 19, 2026	HOLD	Hold +21.1% avg upside 15 analysts	$11.00 10.77% Downside	+3.1%	·
TSLX Sixth Street Specialty Lending	Aug 19, 2026	HOLD	Strong Buy +16.4% avg upside 16 analysts	$17.50 4.10% Downside	-1.7%	·
STWD Starwood Property	Aug 18, 2026	BUY	Strong Buy +29.5% avg upside 8 analysts	$18.50 16.33% Upside	-1.0%	·
ESNT Essent Group	Aug 14, 2026	HOLD	Buy -9.8% avg upside 15 analysts	$72.00 3.16% Upside	-0.1%	·
RKT Rocket Companies	Aug 10, 2026	HOLD	Buy +20.9% avg upside 27 analysts	$14.00 1.56% Downside	+0.8%	·
BXSL Blackstone Secured Lending Fund	Aug 10, 2026	BUY	Buy +8.5% avg upside 15 analysts	$24.00 2.88% Downside	+1.7%	·
ARCC Ares Capital	Aug 04, 2026	BUY	Strong Buy +3.5% avg upside 22 analysts	$19.00 5.06% Downside	+1.9%	·
NMIH NMI Holdings	Aug 04, 2026	BUY	Strong Buy -13.2% avg upside 16 analysts	$50.00 10.13% Upside	+0.8%	·
BXMT Blackstone Mortgage	Aug 04, 2026	BUY	Buy +55.4% avg upside 10 analysts	$18.00 27.12% Upside	-2.8%	·
ABR Arbor Realty	Aug 04, 2026	HOLD	Hold +61.6% avg upside 6 analysts	$5.50 4.69% Upside	+3.9%	·
OMF OneMain Holdings	Jul 30, 2026	SELL	Buy -1.6% avg upside 22 analysts	$60.00 7.14% Downside	+2.0%	·
RWT Redwood	Jul 30, 2026	BUY	Strong Buy +73.1% avg upside 13 analysts	$5.50 22.55% Upside	-3.2%	·
NLY Annaly Capital	Jul 28, 2026	BUY	Strong Buy +1.0% avg upside 19 analysts	$24.00 4.96% Upside	-1.6%	·
KREF Kkr Real Estate Finance	Jul 28, 2026	SELL	Hold +35.4% avg upside 8 analysts	$7.50 1.30% Downside	-4.4%	·
AXP American Express	Jul 27, 2026	BUY	Buy -11.0% avg upside 47 analysts	$400.00 21.04% Upside	-1.7%	·
AGNC AGNC Investment	Jul 22, 2026	HOLD	Buy +20.0% avg upside 19 analysts	$11.00 3.09% Upside	+1.1%	·
SYF Synchrony Financial	Jul 22, 2026	HOLD	Strong Buy -4.4% avg upside 31 analysts	$78.00 2.50% Downside	+7.7%	·
COF Capital One Financial	Jul 22, 2026	BUY	Strong Buy -4.5% avg upside 41 analysts	$246.00 11.53% Upside	+9.9%	·
TRTX Tpg Re Finance	Jul 21, 2026	BUY	Buy +31.5% avg upside 10 analysts	$10.00 26.91% Upside	-9.8%	·
ALLY Ally Financial	Jul 20, 2026	BUY	Strong Buy +12.9% avg upside 28 analysts	—	-6.7%	·
ACRE Ares Commercial	Jul 17, 2026	HOLD	Hold +40.8% avg upside 8 analysts	$5.00 9.54% Upside	-1.1%	·
ARI Apollo Real Estate	Jul 17, 2026	BUY	Buy +68.2% avg upside 8 analysts	—	-1.9%	·
SLM SLM	Jul 13, 2026	SELL	Buy -3.1% avg upside 18 analysts	$25.00 5.61% Downside	-6.4%	·
ACT Enact Holdings	Jul 13, 2026	HOLD	Buy -17.7% avg upside 9 analysts	$46.00 7.57% Downside	+6.6%	·
NAVI Navient	Jul 13, 2026	HOLD	Sell +38.2% avg upside 14 analysts	$8.00 15.27% Downside	+12.5%	·
SLRC SLR Investment Corp.	Jul 02, 2026	SELL	Strong Buy +41.6% avg upside 14 analysts	$12.00 5.01% Downside	-3.1%	·
MSDL Morgan Stanley Direct Lending Fund	Jul 02, 2026	HOLD	Buy +10.7% avg upside 8 analysts	$14.50 4.70% Downside	-1.0%	·
PSBD Palmer Square Capital BDC Inc.	Jul 02, 2026	HOLD	Hold +25.8% avg upside 8 analysts	$9.50 8.39% Downside	-1.0%	·
MFIC MidCap Financial Investment Corporation	Jul 02, 2026	HOLD	Buy +14.9% avg upside 17 analysts	$9.50 1.34% Downside	-3.6%	·
CMTG Claros Mortgage Trust	Apr 16, 2026	HOLD	Hold +89.3% avg upside 6 analysts	—	-38.2%	·
OPRT Oportun Financial	Apr 09, 2026	HOLD	Buy +8.5% avg upside 10 analysts	$5.00 33.28% Downside	+51.9%	·
PNNT Pennantpark Investment	Mar 13, 2026	HOLD	Hold +55.1% avg upside 14 analysts	—	-10.3%	·
RWAY Runway Growth Finance Corp	Mar 13, 2026	HOLD	Buy +58.0% avg upside 10 analysts	$7.00 6.35% Upside	+11.3%	·
CGBD Carlyle Secured Lending Inc	Mar 13, 2026	HOLD	Buy +19.2% avg upside 8 analysts	$10.00 13.51% Downside	+15.2%	·
OCSL Oaktree Specialty Lending	Mar 13, 2026	HOLD	Hold -2.2% avg upside 17 analysts	$10.50 20.15% Downside	+25.2%	·
RKLB Rocket Lab USA	Feb 28, 2025	BUY	Strong Buy +37.7% avg upside 26 analysts	$45.00 29.22% Downside	+237.2%	·
FHN First Horizon	Jul 19, 2021	BUY	Buy -6.7% avg upside 32 analysts	$20.00 19.79% Downside	+51.0%	·
GPMT Granite Point Mortgage	Apr 27, 2021	HOLD	Buy +474.1% avg upside 5 analysts	$12.00 1026.73% Upside	-21.1%	·
LADR Ladder Capital	Apr 27, 2021	SELL	Strong Buy +33.7% avg upside 8 analysts	$11.00 11.58% Upside	-6.4%	·
MFA MFA Financial	Jul 23, 2018	HOLD	Buy +21.1% avg upside 13 analysts	$7.50 15.72% Downside	+4.8%	·
PFSI PennyMac Financial	Nov 07, 2016	HOLD	Buy +39.6% avg upside 13 analysts	$18.00 75.55% Downside	+5.9%	·

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

Free account unlocks every analyst's full coverage table.

Richard Shane — Frequently Asked Questions

How accurate are Richard Shane's stock ratings?

Based on the calls 13Foresight could measure, about 50% of Richard's ratings were profitable over a one-year hold, with an average return of +4.1% per rating, or +37.9% versus the S&P 500. We score every analyst the same way, from historical prices. Each return is measured in the stock's own trading currency, so for non-US listings the S&P 500 comparison leaves out currency moves.

How is Richard ranked on 13Foresight?

Richard Shane is currently ranked #940 with a 4-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 WHF, FSK, TSLX, STWD, ESNT, RKT, BXSL, ARCC, NMIH, BXMT, ABR, OMF and 30 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.

Richard Shane

Rating Distribution

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