A total of 15 firms earn at least one first-place position on the 2015 All-America Research Team, Institutional Investor’s exclusive annual ranking of the nation’s leading sell-side equity analysts. J.P. Morgan researchers are deemed the best in nearly a quarter of the survey’s categories — 14 out of 60 — followed by Evercore ISI, with ten sector victories. Click on the Leaders link in the navigation table at right to view the full list of ranked firms.
Among the more surprising developments, Evercore ISI’s Ed Hyman — who held the top spot in Economics for a remarkable and record-setting 35 years, from 1980 through 2014 — slips to second place. He is replaced by his former colleague and firm co-founder Nancy Lazar, now of Cornerstone Macro.
This year the Wells Fargo Securities flag makes its first appearance atop a sector — not once, but twice. J. Michael Webber Jr . sails into first place in the newly added Shipping sector, while Michael Blum captains the crew that rises from third place to first for coverage of Master Limited Partnerships.
Two analysts lead more than one lineup. Evercore ISI’s Mark Schoenebaum scores a hat trick, outperforming all others in Biotechnology/Large-Cap, Biotechnology/Mid- & Small-Cap and Pharmaceuticals/Major, while Benjamin Swinburne of Morgan Stanley is considered the best in both Cable & Satellite and Media.
Listed below by sector are this year’s No. 1 analysts and teams. Click on an individual’s name to view his or her profile. Please note: Free site registration will be requested of anyone who hasn’t already signed up.
Accounting & Tax Policy
Wolfe Research
Aerospace & Defense Electronics
Bank of America Merrill Lynch
Airfreight & Surface Transportation
Morgan Stanley
Airlines
J.P. Morgan
Alternative Energy
Credit Suisse
Autos & Auto Parts
Deutsche Bank Securities
Banks/Large-Cap
Sanford C. Bernstein & Co.
Banks/Midcap
J.P. Morgan
Beverage, Household & Personal Care Products
Sanford C. Bernstein & Co.
Biotechnology/Large-Cap
Evercore ISI
Biotechnology/Mid- & Small-Cap
Evercore ISI
Brokers, Asset Managers & Exchanges
J.P. Morgan
Business, Education & Professional Services
J.P. Morgan
Cable & Satellite
Morgan Stanley
Chemicals
J.P. Morgan
Computer Services & IT Consulting
J.P. Morgan
Consumer Finance
Keefe, Bruyette & Woods
Economics
Cornerstone Macro
Electric Utilities
Wolfe Research
Electrical Equipment & Multi-Industry
Barclays
Engineering & Construction
Credit Suisse
Equity-Linked Strategies
J.P. Morgan
Food
Barclays
Gaming & Lodging
J.P. Morgan
Health Care Facilities & Managed Care
Barclays
Health Care Technology & Distribution
J.P. Morgan
Homebuilders & Building Products
Evercore ISI
Insurance/Life
J.P. Morgan
Insurance/Nonlife
Sanford C. Bernstein & Co.
Integrated Oil
Evercore ISI
Internet
Sanford C. Bernstein & Co.
IT Hardware & Electronics Manufacturing Services
Sanford C. Bernstein & Co.
Leisure
Citi
Life Science & Diagnostic Tools
J.P. Morgan
Machinery
Evercore ISI
Master Limited Partnerships
Wells Fargo Securities
Media
Morgan Stanley
Medical Supplies & Devices
J.P. Morgan
Metals & Mining
Bank of America Merrill Lynch
Natural Gas
Citi
Oil & Gas Exploration & Production
Sanford C. Bernstein & Co.
Oil Services & Equipment
Evercore ISI
Paper & Packaging
Bank of America Merrill Lynch
Pharmaceuticals/Major
Evercore ISI
Pharmaceuticals/Specialty
Evercore ISI
Portfolio Strategy
Cornerstone Macro
Quantitative Research
Deutsche Bank Securities
REITs
Evercore ISI
Restaurants
Morgan Stanley
Retailing/Broadlines & Hardlines
Evercore ISI
Retailing/Department Stores & Specialty Softlines
J.P. Morgan
Retailing/Food & Drug Chains
Barclays
Semiconductor Capital Equipment
Goldman, Sachs & Co.
Semiconductors
Sanford C. Bernstein & Co.
Shipping
Wells Fargo Securities
Software
Bank of America Merrill Lynch
Technical Analysis
Renaissance Macro Research
Telecom & Networking Equipment
Bank of America Merrill Lynch
Telecom Services
J.P. Morgan
Washington Research
Andrew Laperriere, Roberto Perli & team
Cornerstone Macro
Click on the Best Analysts of the Year in the navigation table at right to view profiles of all of this year’s ranked researchers and to find information about when they debuted in their sectors, the total number of appearances they have amassed to date, their total appearances at No. 1 (where applicable) and comments from money managers about what distinguishes each analyst from his or her peers. Also available at that link is a list of individuals who earn a runner-up spot in each sector (where applicable). Please note: Information about researchers in the second and third positions, and runners-up, is available to subscribers only.
To learn more about how this ranking was compiled, click on Methodology.
