About Zacks

Our Research. Your Success.

One of the investment industry's most enduring and empirically validated research engines — founded in 1978 with a singular mission: bring disciplined, unbiased research to the global investment community.

Zacks Investment Research is one of the investment industry's most enduring and empirically validated research engines. Founded in 1978, the firm operates with a singular mission: bring disciplined, unbiased research to the global investment community.

What sets Zacks apart is the combination of scale and independence. With more than 100 credentialed analysts on staff — each covering 15 to 20 equities, with an average of 10+ years of equity research tenure — Zacks provides the interpretive layer required when quantitative indicators demand contextual judgment. Advanced academic credentials including CFAs, master's degrees, and doctoral degrees are standard across the team.

Zacks operates as a pure research organization. The firm maintains no investment banking, no corporate finance, and no issuer-driven commercial relationships — eliminating the conflicts of interest that can influence analyst judgments elsewhere. Every rating, signal, and recommendation is grounded solely in data, earnings information, and model-driven indicators.

Research Framework

Earnings-Revision Dynamics

Zacks is built on a foundational insight: changes in earnings expectations are among the most reliable drivers of equity price performance. The framework integrates real-time monitoring of analyst estimate revisions across the entire market, a quantamental approach blending model-driven signals with forward-looking analyst interpretation, and style-agnostic applicability effective across both growth and value environments. The result is a transparent, repeatable methodology that consistently identifies companies with improving earnings trajectories and flags those with deteriorating fundamentals.

Analyst Organization

100+ Analyst Team

More than 100 professionally credentialed analysts provide the interpretive layer required when quantitative indicators demand contextual judgment. Analysts typically cover 15–20 equities each and bring 10+ years of average equity research tenure, advanced credentials (CFA, master's, doctoral degrees), and deep exposure to sector cycles, earnings behavior, and firm-specific dynamics.

Performance

A Proven Record of Excess Returns

Zacks' performance is independently tracked and consistently ranked among the top research providers. The Zacks Indicator Model has delivered 27%+ annualized returns over the past 30 years — approximately 16 percentage points of outperformance versus the S&P 500 — with a multi-decade record of consistency across market regimes.

Independence

Unbiased, Objective Research

No investment banking. No corporate finance. No issuer-driven commercial relationships. Zacks operates as a pure research organization, ensuring that every rating, signal, and recommendation is grounded solely in data and model-driven indicators rather than business development incentives.

27%+

Annualized returns, past 30 years

2.4x

Annualized S&P 500 returns

~16 pts

Outperformance vs. S&P 500

30+

Years of consistent performance

100+

Credentialed analysts on staff

10+ yrs

Average analyst equity research tenure

15–20

Equities covered per analyst

1,150+

Analyst-written equity research reports

4,000

Quantitative research reports

~240

Industry groups covered

6,000

Mutual funds covered

1,000

ETF reports

16,000+

Companies in fundamental database

25+ yrs

Survivorship-bias-free data history

10,000+

Research pieces published per month

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