Performance
Performance
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ZACKS RANK AND RECOMMENDATION UPDATED: 2025-06-02 11:43
Zacks Rank Performance and Featured Stocks
Shares of Banco Comercial Português, S.A. (Ticker: BPCGY) and PDS Biotechnology Corporation (Ticker: PDSB) have gained +13.85% (versus the S&P 500’s +6.1% advance) and +9.52%, respectively, since they were upgraded to Zacks Rank #2 (Buy) on March 31st.
Shares of TXO Partners, L.P. (Ticker: TXO) and Warrior Met Coal, Inc. (Ticker: HCC) have lost -24.1% (versus the S&P 500’s +2.46% increase) and -6.46% (versus the S&P 500’s +6.1% increase) since they were downgraded to Zacks Rank #5 (Strong Sell) on March 26th and March 31st, respectively.
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 hypothetical portfolio of Zacks Rank # 1 (Strong Buy) stocks returned -8.32% in 2025 (through May 5th) vs. -5.35% for the S&P 500 index.
This portfolio returned +22.4% in 2024, vs. +28% for the S&P 500 index and +19.9% for the equal-weight version of the S&P 500 index.
This hypothetical portfolio returned +20.65% in 2023 vs. +24.83% for the S&P 500 index and +15% for the equal-weight S&P 500 index.
The Zacks Model Portfolio – consisting of Zacks Rank #1 stocks – has outperformed the S&P index by more than 12 percentage points since 1988 (through May 5th, 2025, the Zacks # 1 Rank stocks generated an annualized average return of +23.5% vs. +11% for the S&P 500 index).
Zacks Recommendation Featured Stocks
Shares of StoneCo Ltd. (Ticker: STNE) and BlackBerry Limited (Ticker: BB) have gained +30.87% (versus the S&P 500’s +18.71% increase) and +26.11% (versus the S&P 500’s +9.64% increase) since their Zacks Recommendation was upgraded to Outperform on April 9nd and April 4th, 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.
FOCUS LIST UPDATED: 2025-06-02 11:43
Zacks Focus List Model Portfolio Performance and Featured Stocks
Shares of Axon Enterprise, Inc. (Ticker: AXON) from the Zacks Focus List have gained +41.99% over the past three months. The stock was added to the Focus List on June 3rd, 2020. Another Focus-List holding, Quanta Services, Inc. (Ticker: PWR), which was added to the portfolio on December 23rd, 2021, has returned +31.94% over the past three months. The S&P 500 has dipped -0.82% over this period.
The Focus List portfolio has returned -3.23% through April 30th, 2025, vs. -4.92% for the S&P 500 index and -2.88% for the equal-weight version of the index.
The 50-stock 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%.
Since 2004, the Focus List portfolio has produced an annualized return of +11.33% (through the end of April 2025). This compares to a +9.95% annualized return for the S&P 500 index and +9.17% for the equal-weight version of the index in the same time period.
The portfolio lags the broader market over the preceding year (+10.74% vs. +12.12%), but leads over the preceding 3-year (+47.29% vs. +41.16%), 5-year (+122.94% vs. +106.51%), and 10-year (+225.28% vs. +219.55%) periods.
EARNINGS CERTAIN PORTFOLIO UPDATED: 2025-06-02 11:43
Zacks ECAP Performance and Featured Stocks
Intuit Inc. (Ticker: INTU) has gained +22.75% over the past three months. Another ECAP stock, Rollins, Inc. (Ticker: ROL), has returned +9.28% 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 +3.20% in the first quarter of 2025 vs. the S&P 500 index’s -4.30% decline (SPY ETF).
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
Fastenal Company (Ticker: FAST) has gained +9.18% over the past three months. Another ECDP stock, Automatic Data Processing, Inc. (Ticker: ADP), has returned +3.28% over the same time frame.
The Zacks Earnings Certain Dividend Portfolio (ECDP) returned +5.74% in 2025 Q1 vs. the S&P 500 index’s -2.41% pullback and the Dividend Aristocrats ETF’s (NOBL) +3.11% return.
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: 2025-06-02 11:43
Zacks Top 10 Stocks
MasTec, Inc. (Ticker: MTZ), from the Zacks Top 10 Stocks for 2025, has gained +14.54% since the list was released on January 2nd. During this period, the S&P 500 has increased by +0.59%.
The Top 10 portfolio returned -7.88% this year (through the end of April 2025) vs. -4.92% for the S&P 500 index and -2.88% 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.
Since 2012, the Top 10 portfolio has produced a cumulative return of +1832.3% through the end of April 2025 vs. +434.2% for the S&P 500 index and +338.6% for the equal-weight version of the index. The portfolio has produced an average return of +24.3% in the period 2012 through April 30, 2025, vs. +11.6% for the S&P 500 index and +9.58% 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.