Zacks Research Performance Awards

Zacks Research consistently achieves top results among all research providers, and is regularly honored for our performance in industry awards.

The following award information is updated regularly.

Investars Performance Evaluation

Investars is an independent evaluator of equity research in the U.S. They have Zacks Research consistently rated Zacks research as the #1 performer versus 37 other research firms.

The reason is simple: The Zacks Recommendation for stocks has dramatically outperformed the S&P 500 over the periods covered by this evaluation.

This is actual outperformance, not a backtest.

Investars Ranks

Using Buy Index for Entire Coverage Universe

For Quantitative Firms covering more than 50 stocks

Rank Number of Firms Return Time Period (Ending 05/24/2023)
#1 out of 13 177.50% 6 Year Trailing
#1 out of 13 117.09% 5 Year Trailing
#1 out of 13 123.23% 4 Year Trailing
#2 out of 13 106.91% 3 Year Trailing
#4 out of 13 3.33% 2 Year Trailing
#1 out of 13 4.60% 1 Year Trailing

Learn more about Investars Performance evaluation at: http://www.investarsranks.com/ranks

Integrity Research Providers Award

Zacks Investment Research has been regularly honored among all research providers to Fidelity.com since these awards began in 2011. These performance awards are calculated by research industry specialist Integrity Research Associates on behalf of Fidelity Investments.

2022


Q4  Third Place

Q3  Second Place (Tie)

Q2  Third Place

Q1  First Place

2021


Q4  First Place

Q3  First Place (Tie)

Q2  Second Place

Q1  First Place

2020


Q4  First Place

Q3  First Place

Q2  First Place

2019


Q4  Second Place (Tie)

Q3  Third Place

Q2  Second Place (Tie)

Q1  First Place

2018


Q4  Second Place

Q3  Second Place

Q2  Second Place

Q1  Second Place

2017


Q4  Second Place

Q3  Second Place

Q2  Third Place

Q1  Third Place (Tie)

2016


Q3  Third Place

Q2  Third Place

2015


Q4  First Place (Tie)

Q3  Second Place (Tie)

Q2  First Place

Q1  First Place (Tie)

2014


Q4  First Place

Q3  Second Place

Q2  Third Place

2012


Q3  Third Place

Q2  Third Place

Q1  Third Place

2011


Q4  Third Place

Q3  Third Place

We’ve consistently placed in the top three against the other firms who have provided ratings on Fidelity.com including:

  • Refinitiv/Verus
  • Argus Research
  • Jefferson Research
  • Ford Equity Research
  • McLean Capital
  • ISS – EVA
  • Trading Central

To learn more about the Integrity Research Providers Award and see historical Zacks awards earned since 2011, https://research2.fidelity.com