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Toni Kaplan Profile - Morgan Stanley Analyst
46 Followers
Toni Kaplan Morgan Stanley
Wall Street Analyst
Success Rate
181 out of 329 ratings made a profit
Average Return
+1.90%
Average return per rating
Time Frame
Compare to
Copying Toni Kaplan's trades since 2014 and holding each position for 1 Year would result in 55.02% of your transactions generating a profit, with an average return of 1.9% per rating.
Stock Rating Distribution
58.00% Hold
31.08% Buy
10.91% Sell
Distribution of Toni Kaplan's ratings
Additional Information
Main Sector:Financial
Geo Coverage:
Best Rating
The most profitable rating made by Toni Kaplan
Toni Kaplan's Stock Coverage
Time Warner Inc
May 21, 2014
Buy
Reiterated
―
1Ratings
+28.30%
KKR & Co
Dec 15, 2014
Buy
Initiated
$29.00
(-75.98% Downside)
4Ratings
-26.00%
Blackstone Group
Dec 15, 2014
Buy
Initiated
$45.00
(-67.75% Downside)
4Ratings
-2.40%
IHS Inc
Mar 22, 2016
Sell
Reiterated
―
1Ratings
―
0.00%
IMS Health
May 04, 2016
Hold
Reiterated
―
1Ratings
―
0.00%
Time Inc
Aug 05, 2016
Hold
Reiterated
―
6Ratings
―
0.00%
Charah Solutions
Oct 10, 2019
Hold
Reiterated
―
9Ratings
-50.43%
Advanced Disposal Services
Jun 25, 2020
Hold
Reiterated
―
6Ratings
―
0.00%
BowFlex
Jun 10, 2021
Hold
Downgraded
―
1Ratings
―
0.00%
IHS Markit
Feb 09, 2022
Buy
Reiterated
―
31Ratings
-15.77%
List of latest recommendations made by Toni Kaplan. Click to expand and see Toni Kaplan's performance on a particular stock
Disclaimer: TipRanks collects analysts’ ratings and price targets by scanning publicly available reports on financial websites and by receiving reports from analysts, firms, or customers. The information and statistics displayed might not be accurate, complete, or up-to-date. The analyst ratings provided are the sole responsibility of the source publication. TipRanks holds no liability over the analysts' information, price targets, ratings, or opinions expressed.
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Learn More >About Analyst Ratings
About Analyst Ratings
Analyst ratings represent professional recommendations - Buy, Hold, or Sell - issued for a specific stock. Each rating reflects the analyst’s view at the time of publication and is tracked to measure historical performance.
Ratings Count
The total number of analyst ratings (Buy, Hold, and Sell) issued for the stock. This includes all published recommendations, even those not used in performance calculations.
Performance Calculation
To ensure accuracy and prevent duplication, only certain ratings are included in performance metrics:
•
One rating per analyst per month: If an analyst publishes more than one rating in a month, only the first is counted.
•
Updated ratings end prior ones: If the analyst changes their stance during that month (for example, from Buy to Sell), performance tracking for the earlier rating stops immediately on the update date, and the new rating begins tracking from that point forward.
•
Hold ratings excluded: Hold recommendations are displayed on the chart but are not counted in performance or return calculations.
Example
If an analyst rates a stock Buy on April 1 and changes it to Sell on April 20, the Buy rating’s performance is measured from April 1 to April 20. From April 20 onward, only the Sell rating is tracked.
Success Rate
Indicates the percentage of performance-accounted ratings that generated a positive return during their active period. For example, if 6 out of 17 accounted ratings were profitable, the success rate is 35%.
Average Return
Represents the mean return per active rating - showing the average gain or loss an analyst’s recommendation produced while it was active.
Toni Kaplan activity FAQ
What is the performance of Toni Kaplan's recommendations?
The percentage of profitable recommendations made by Toni Kaplan is 55%, and the average return per transaction is 1.90%.
What was Toni Kaplan's most profitable rating?
Toni Kaplan’s most profitable ratings was a buy on TRU stock on Oct 25, 2023 - Oct 25, 2024. The return on the trade was +125.30%.
Where can I see a list of stock analyst ratings?
You can see a list of daily stock analyst ratings here.
What are the most recommended stocks by analysts?
You can see a list of the most recommended stocks by analysts here