BULLISHWHALES
BullishWhales · Analysts · Analyst Profile
BW Score Rank#51 of 347

Richard Shane

JP Morgan · Equity Research Analyst
✓ SkilledProvisionalRating since 2018No new ratings since May 2025

Analyst rating accuracy & track record

Richard Shane is an equity research analyst at JP Morgan. Bullish Whales has scored 33 of their stock calls across 14 companies. Their picks beat their sector 54% of the time over the next 12 months, and their price targets were reached 73% of the time within a year.

Win % vs sector
54%
PT Hit % (12mo)
73%
Avg sector-excess
+2.5%
Scored calls
33
Tickers
14
Tier
Provisional
Skilled

Track record

Bullish Whales has scored 33 of Richard Shane's stock calls across 14 companies, dating back to 2018. Their rated stocks beat their own sector 54% of the time over the next 12 months. On a typical call, a Shane pick returned +2.5% more than its sector over the following year.

Of the scored calls, 27 were bullish (Buy) and 6 were bearish (Sell). Most of their coverage sits in Real Estate. Every number on this page is an estimate from our own data. It is for education only and is not investment advice.

Coverage & ratings

Ratings & price targets

StockRatingPrice targetRated12-mo vs sectorPT hit
STWDStarwood Property Trust Inc
Buy$19.50May 2025−17.0%Hit
ABRArbor Realty Trust
Sell$10.00May 2025+22.2%Hit
TRTXTPG RE Finance Trust Inc
Buy$8.00May 2025+16.9%Hit
TRTXTPG RE Finance Trust Inc
Buy$7.00Apr 2025+17.5%Hit
KREFKKR Real Estate Finance Trust Inc
Buy$9.50Apr 2025−29.4%Hit
NLYAnnaly Capital Management, Inc.
Buy$19.00Apr 2025+29.5%Hit
ABRArbor Realty Trust
Sell$10.50Apr 2025+31.2%Hit
STWDStarwood Property Trust Inc
Buy$19.00Apr 2025−4.9%Hit
AGNCAGNC Investment Corp.
Buy$8.50Apr 2025+34.2%Hit
ESNTEssent Group Ltd
Buy$60.00Apr 2025+2.6%Hit
OMFOneMain Holdings Inc
Buy$46.00Apr 2025+22.2%Hit
TSLXSixth Street Specialty Lending Inc
Buy$23.00Feb 2025−11.1%Hit
TRTXTPG RE Finance Trust Inc
Buy$8.50Jan 2025+18.2%Hit
KREFKKR Real Estate Finance Trust Inc
Buy$10.50Jan 2025−15.8%Hit
ABRArbor Realty Trust
Sell$12.50Jan 2025+36.1%Hit
STWDStarwood Property Trust Inc
Buy$19.50Jan 2025+2.1%Hit
KREFKKR Real Estate Finance Trust Inc
Buy$11.50Dec 2024−13.7%Hit
STWDStarwood Property Trust Inc
Buy$20.00Nov 2024+7.0%Hit
TRTXTPG RE Finance Trust Inc
Buy$9.50Oct 2024+12.8%Hit
KREFKKR Real Estate Finance Trust Inc
Buy$12.00Oct 2024−17.7%Hit
RWTRedwood Trust Inc
Buy$8.00Oct 2024−16.6%Miss
ABRArbor Realty Trust
Sell$13.50Oct 2024+12.1%Hit
NLYAnnaly Capital Management, Inc.
Buy$22.00Oct 2024+20.9%Hit
ABRArbor Realty Trust
Sell$11.50Jul 2024+10.6%Hit
STWDStarwood Property Trust Inc
Buy$20.50Jul 2024+7.2%Hit
STWDStarwood Property Trust Inc
Buy$20.00Apr 2024−5.6%Hit
ARIApollo Commercial Real Estate Finance Inc
Sell$9.00Apr 2023−32.3%Miss
OPRTOportun Financial Corp
Buy$5.00Apr 2023−64.0%Hit
OPRTOportun Financial Corp
Buy$6.50Oct 2022+34.7%Hit
NLYAnnaly Capital Management, Inc.
Buy$6.50Apr 2022+9.1%Hit
NLYAnnaly Capital Management, Inc.
Buy$10.50Jan 2019−19.5%Hit
OCSLOaktree Specialty Lending Corp
Buy$5.50Aug 2018+10.6%Hit
APOApollo Global Management LLC Class A
Buy$37.00May 2018+13.1%Miss
Go to

Richard Shane: analyst track record FAQ

Is Richard Shane a good stock analyst?

Yes, by track record. Richard Shane ranks number 51 of 347 of the analysts Bullish Whales scores, with a BW Score of 57 out of 100. Their edge holds up after we account for testing thousands of analysts at once, so they clear our Skilled bar. Past results do not guarantee future ones.

What is Richard Shane's win rate?

Richard Shane's win rate is 54%. Across 33 scored calls, their rated stocks beat their sector 54% of the time over the next 12 months. On a typical call they returned +2.5% more than the sector.

What stocks and sectors does Richard Shane cover?

Richard Shane covers 14 companies, with the most coverage in Real Estate. See the ratings table above for every scored call and its outcome.

Are Richard Shane's price targets accurate?

Richard Shane's price targets are reached within 12 months 73% of the time. The base rate across all analysts Bullish Whales tracks is about 43 percent.

How accurate are Wall Street analyst price targets?

Most analyst price targets are not reached on schedule. Across every target Bullish Whales scores, the stock reaches the target within 12 months only about 43 percent of the time, which is why it helps to compare hit rates analyst by analyst.

Should I follow Richard Shane's stock ratings?

Their track record is strong, but no analyst is right every time. Follow the long-term track record rather than any single rating, size your positions to your own risk, and treat this as research, not investment advice.

How does Bullish Whales score analyst accuracy?

Bullish Whales scores every rating on real prices. We enter at the closing price on or after the call date, with no look-ahead, then measure the 12-month return above the stock's sector ETF and check whether the price target was reached. Scores are pulled toward the population average and corrected for testing thousands of analysts at once, so they reflect repeatable skill rather than luck.

How does Richard Shane rank among Wall Street analysts?

Richard Shane ranks number 51 of 347 by BW Score. We rank analysts by their realized 12-month sector-excess return and require a minimum number of calls so a few lucky picks cannot reach the top.

Browse the full analyst leaderboardHow analyst accuracy is scored

Every score, Win %, PT Hit % and rank is an estimate Bullish Whales calculates from its own data and may not be 100% accurate or complete. Returns are measured in excess of each rated stock's own sector over the 12 months after each call. Past performance does not guarantee future results, and nothing here is a recommendation to buy or sell any security.

v1.0.30