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

Zacks Research has consistently been rated as the #1 performer vs. 37 other major research providers over the last 6 years by Investars, the independent evaluator of equity research in the U.S. Why? Because the Zacks Rank #1 stocks dramatically outperformed the S&P 500. This is actual outperformance, not a backtest.

Investars Ranks Using Buy Index for Entire Coverage Universe

Source: http://www.investarsranks.com/ranks

For Quantitative Firms

Rank Number of Firms Return Time Period
(Ending 06/13/2024)
#1 out of 13 167.78% 6 Year Trailing
#1 out of 13 179.35% 5 Year Trailing
#1 out of 13 148.93% 4 Year Trailing
#3 out of 13 27.64% 3 Year Trailing
#1 out of 13 37.83% 2 Year Trailing
#1 out of 13 20.81% 1 Year Trailing

For Major Fundamental Firms

Rank Number of Firms Return Time Period
(Ending 06/13/2024)
#1 out of 25 167.78% 6 Year Trailing
#1 out of 25 179.35% 5 Year Trailing
#1 out of 25 148.93% 4 Year Trailing
#2 out of 25 27.64% 3 Year Trailing
#5 out of 25 37.83% 2 Year Trailing
#2 out of 25 20.81% 1 Year Trailing

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


Q1  First Place

Q2  Third Place

Q3  Second Place (Tie)

Q4  Third Place

2021


Q1  First Place

Q2  Second Place

Q3  First Place (Tie)

Q4  First Place

2020


Q2  First Place

Q3  First Place

Q4  First Place

2019


Q1  First Place

Q2  Second Place (Tie)

Q3  Third Place

Q4  Second Place (Tie)

2018


Q1  Second Place

Q2  Second Place

Q3  Second Place

Q4  Second Place

2017


Q1  Third Place (Tie)

Q2  Third Place

Q3  Second Place

Q4  Second Place

2016


Q2  Third Place

Q3  Third Place

2015


Q1  First Place (Tie)

Q2  First Place

Q3  Second Place (Tie)

Q4  First Place (Tie)

2014


Q2  Third Place

Q3  Second Place

Q4  First Place

2012


Q1  Third Place

Q2  Third Place

Q3  Third Place

2011


Q3  Third Place

Q4  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