Performance
Performance
ZACKS RANK AND RECOMMENDATION UPDATED: 2026-10-12 09:39
Zacks Rank Performance and Featured Stocks
Shares of HF Sinclair Corporation (Ticker: DINO) and LifeStance Health Group, Inc. (Ticker: LFST) have gained +49% and +14.58% (versus the S&P 500’s +0.67% rise), since they were upgraded to Zacks Rank #1 (Strong Buy) and Zacks Rank #2 (Buy), respectively, on August 10th.
Shares of AlTi Global, Inc. (Ticker: ALTI) and AECOM (Ticker: ACM) have lost -41.35% and -21.84% (versus the S&P 500’s +0.67% increase), respectively, since they were downgraded to Zacks Rank #5 (Strong Sell) on August 10th.
Zacks Rank, our short-term rating system, has earnings estimate revisions at its core. Empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
The Zacks Rank is a powerful predictive tool for timing investment decisions ahead of most other systems. A Zacks Rank of #1 or 2 signals strong potential for market outperformance. Conversely, a Zacks Rank #4 (Sell) or #5 (Strong Sell) serves as an early warning of potential weakness, providing investors the opportunity to lock in profits and avoid unnecessary losses.
A portfolio of Zacks # 1 Rank (Strong Buy) stocks has outperformed the S&P 500 index by 3.9 percentage points this year. Through October 5th this year, the Zacks # 1 Rank portfolio returned +16.9%, which compares to a +13% gain for the S&P 500 index and an +8.1% gain for the equal-weight version of the index in the same time period.
Since its inception in 1988, this portfolio of Zacks # 1 Rank stocks has outperformed the market by 12.2 percentage points. The average annual return for this portfolio of Zacks # 1 Rank stocks since inception in 1988 was +23.8% through October 5th, which compares to a +11.6% gain for the S&P 500 index and a +11.2% gain for the equal-weight version of the index.
Zacks Recommendation Featured Stocks
Shares of TAL Education Group (Ticker: TAL) and Avnet, Inc. (Ticker: AVT) have gained +6.37% (versus the S&P 500’s 1.11% increase) and +2.64% (versus the S&P 500’s 1.27% increase), since their Zacks Recommendation was upgraded to Outperform on August 6thand August 7th, respectively.
While the Zacks Rank is our short-term rating system that is most effective over the one- to three-month holding horizon, the Zacks Recommendation aims to predict performance over the next 6 to 12 months.
Through October 5th, 2026, the Zacks Outperform-rated stocks produced a +14.2% return, which compares to a +13% return for the S&P 500 index. Since 2016, Zacks Outperform rated stocks have produces an average excess return of 5.8 percentage points (Zacks Outperformed rated stocks produced an average annual return of +15.7% since 2016, which compares to an average annual return of +12.1% for the S&P 500 index).
FOCUS LIST UPDATED: 2026-10-12 09:39
Zacks Focus List Model Portfolio Performance and Featured Stocks
Shares of HCA Healthcare, Inc. (Ticker: HCA) from the Zacks Focus List have gained +10.95% over the past three months. The stock was added to the list on January 7th, 2019. Another Focus-List holding, Advanced Micro Devices, Inc. (Ticker: AMD), which was added to the portfolio on May 19th, 2025, has returned +9% over the past three months. The S&P 500 advanced by +3.15% over this period.
The 50-stock Focus List portfolio returned +13.78% in the year-to-date period (through September 30th, 2026) vs. +12.75% for the S&P 500 index and +10.03% for the equal-weight version of the index.
The portfolio returned +22.1% in 2025 vs. +17.9% for the S&P 500 index and +11.4% for the equal-weight version of the index.
The Zacks Focus List portfolio returned +18.41% in 2024 vs. +25.04% for the S&P 500 index and +13% for the equal-weight S&P 500 index. The portfolio had returned +29.54% in 2023 vs. +26.28% for the S&P 500 index and +13.61% for the equal-weight S&P 500 index. In 2022, the portfolio returned -15.2% vs. the S&P 500 index’s -17.96%.
Through September 30th, 2026, the portfolio’s rolling returns on a one-year, three-year, five-year, ten-year, and since 2004 have been +17.49% (vs. +15.74% for the S&P 500 index), +24.4% (vs. +22.9%), +13.5% (vs. +13.8%), +16.4% (vs. +15.3%) and +12.4% vs. (+10.9%), respectively.
EARNINGS CERTAIN PORTFOLIO UPDATED: 2026-10-12 09:39
Zacks ECAP Performance and Featured Stocks
Accenture plc (Ticker: ACN) has gained +54.6% over the past three months. Another ECAP stock, Mettler-Toledo International Inc. (Ticker: MTD), has returned +19.58% over the same period.
The Zacks Earnings Certain Admiral Portfolio (ECAP), which consists of 30 concentrated, ultra-defensive, long-term Buy-and-Hold stocks, returned -4.7% in 2026 (through September 30th, 2026) vs. +12.75% for the S&P 500 index.
For 2025, the portfolio returned -1.67% vs. a +17.9% gain for the S&P 500 index. For the year 2024, the portfolio returned +16.26% vs. +24.89% for the S&P 500 index (SPY ETF). In 2023, the portfolio returned +12.17% vs. +26.28% for the S&P 500 index. The portfolio returned -4.7% in 2022 vs. the S&P 500 index’s -17.96%.
Zacks ECDP Performance and Featured Stocks
Tractor Supply Company (Ticker: TSCO) has gained +10.75% over the past three months. Another ECDP stock, American Tower Corporation (Ticker: AMT), has returned +8.1% over the same time frame.
The Zacks Earnings Certain Dividend Portfolio (ECDP) returned +2.01% in the year-to-date period (through September 30th) vs. +12.75% for the S&P 500 index.
The portfolio returned -0.6% in 2025 vs. a +6.8% gain for the Dividend Aristocrats ETF. For the full year 2024, the portfolio returned +6.95% vs. +24.89% for the S&P 500 index and +6.72% for NOBL. The portfolio returned -0.9% in 2023 vs. +26.28% for the S&P 500 index and +8.11% for NOBL. The portfolio returned -2.3% in 2022 vs. -17.96% for the S&P 500 index and -8.34% for NOBL.
TOP 10 STOCKS UPDATED: 2026-10-12 09:39
Zacks Top 10 Stocks
FirstCash Holdings, Inc. (Ticker: FCFS), from the Zacks Top 10 Stocks for 2026, has gained +36.31% since the list was released on January 5, 2026. During this period, the S&P 500 has increased by +13.96%.
The Top 10 portfolio returned +8.34% in the year-to-date 2026 period (through September 30th) vs. +12.75% for the S&P 500 index and +10.03% for the equal-weight version of the index.
The Top 10 portfolio returned +22.6% in 2025 vs. +17.9% for the S&P 500 index and +11.4% for the equal-weight version of the index.
The Top 10 portfolio returned +62.98% in 2024, vs. +25.04% for the S&P 500 index and +13% for the equal-weight version of the index. The portfolio had returned +25.15% in 2023 vs. +26.28% for the S&P 500 index.
Through the end of September 2026, the Top 10 portfolio has produced a cumulative return of +2,706.5% since 2012 vs. +645.9% for the S&P 500 index and +453.8% for the equal-weight version of the index. The portfolio has produced an average annual return of +25.1% in the period 2012 through September 30th, 2026, vs. +13.5% for the S&P 500 index and +10.8% for the equal-weight version of the index.
ETF MODEL PORTFOLIOS
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research is not a licensed securities dealer, broker or US investment adviser or investment bank. The S&P 500 is an unmanaged index.
