J.P. Morgan Is the Undisputed Champion of 2016 All-America Research Team
J.P. Morgan overtakes Bank of America Merrill Lynch to regain the top spot on the 2016 All-America Research, Institutional Investor’s exclusive annual ranking of the nation’s leading sell-side equity analysts. J.P. Morgan dominated the roster from 2010 to 2014 but slipped to second place last year. BofA Merrill clinches the No. 2 spot after losing 6 team positions for a total of 32, while Evercore ISI finishes in third place with 30 team positions, up from 25 last year. Click on the Leaders link in the navigation table at right for details.
When a weighting of four is assigned to each first-place position, three to each second-place position, and so on, the order of the top firms changes. J.P. Morgan stays on top, with a weighted score of 109, but BofA Merrill tumbles to fourth, with 59. Aided by their loss, Evercore ISI takes second place, and UBS takes third, up from No. 4 in the Leaders table. Rounding out the top five is Bernstein, with 58. Click on Weighting the Results for more information.
A total of 294 individuals from 30 firms are cited on this year’s roster. Over 2,100 analysts from 120 firms met minimum-vote and other eligibility criteria but did not make the team, which is limited to the top three analysts or squads in each sector, plus runners-up where applicable. Data regarding analysts and firms not appearing here are available from the Institutional Investor Research Group. For information, please contact Esther Weisz at 212-224-3307 or firstname.lastname@example.org.
Nearly two thirds of the category leaders — 38 out of 60 — were sector champions last year. Eleven advance from second place; and six leap from third.
The 2016 All-America Research Team reflects the opinions of 3,835 individuals at 1,090 firms, including more than 90 of the 100 biggest U.S. equity managers. Our respondents manage an estimated $11.57 trillion in U.S. equities.
To learn more about how this ranking was compiled, click on Methodology.