PerpEquities

Top analysts on stock perps · Analyst

Joshua Shanker (Bank of America Securities): analyst track record on stock perps

Joshua Shanker of Bank of America Securities on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.

Stars4.6★
Success62%
Excess return+6.9%
rank#1,079
Ratings495
ratings on stock perps156

Track record

TipRanks data via FMP
12 months3 years
Ratings303676
Stock5254
Buy / hold / sell135 / 98 / 70348 / 197 / 131
Upgrades / downgrades / initiations1 / 7 / 16 / 15 / 1
Price targets hit / missed74 / 146 (34%)223 / 275 (45%)
Avg. return after a rating (TipRanks)-6.6%+0.3%
Best / worst call+52.5% / -62.7%+105.0% / -62.7%

After buy calls: median 21-day move +1.0% · vs S&P 500 -1.4% · targets hit within a year 62% (n = 148)

Current calls on stock perps

StockCallTargetvs last closeDate
$AON AonSell · Reiterated$339+10.1%Sep 3, 2026
$PGR Progressive CorporationBuy · Reiterated$309+42.9%Aug 19, 2026
$CB Chubb LimitedSell · Reiterated$314-7.3%Jul 21, 2026
$MRSH Marsh & McLennan Companies, Inc.Sell · Reiterated$182+2.7%Jul 21, 2026
$TRV Travelers Companies (The)Sell · Reiterated$307-16.5%Jul 20, 2026

Recent ratings

  • Sep 3, 2026 $AON: Reiterated · Sell · $339 · article
  • Aug 19, 2026 $PGR: Reiterated · Buy · $309 · article
  • Jul 30, 2026 $AON: Maintained · Sell · $339 · article
  • Jul 28, 2026 $PGR: Maintained · Buy · article
  • Jul 21, 2026 $MRSH: Reiterated · Sell · $182 · article
  • Jul 21, 2026 $CB: Reiterated · Sell · $314 · article
  • Jul 20, 2026 $TRV: Reiterated · Sell · $307 · article
  • Jul 16, 2026 $PGR: Reiterated · Buy · $308 · article
  • Jul 15, 2026 $AON: Maintained · Sell · article
  • Jul 15, 2026 $MRSH: Maintained · Sell · article
  • Jul 15, 2026 $CB: Maintained · Sell · article
  • Jul 15, 2026 $TRV: Maintained · Sell · article
  • Jul 15, 2026 $CB: Maintained · Sell
  • Jul 15, 2026 $AON: Maintained · Sell
  • Jul 15, 2026 $MRSH: Maintained · Sell
  • Jun 30, 2026 $PGR: Maintained · Buy · article
  • Jun 18, 2026 $PGR: Reiterated · Buy · $313 · article
  • May 20, 2026 $PGR: Reiterated · Buy · $320 · article
  • Apr 21, 2026 $CB: Reiterated · Sell · $291 · article
  • Apr 15, 2026 $PGR: Reiterated · Buy · $312 · article

Joshua Shanker4.6★ · 62% success · +6.9% excess return · TipRanks data via FMP · Source headlines via TheFly/StreetInsider (FMP). Reaction = venue-median perp move after our detection — an observation, not investment advice.