zacks
ZacksZacks began in 1978 collecting the individual EPS estimates for over 4,400 US and Canadian companies made by 3,000 analysts employed by 180 US brokerage firms. We aggregate this information to form the consensus of the brokerage analyst estimates of future earnings per share, and in fact, we originated the concept of the EPS surprise in 1981 by comparing reported EPS to our consensus of analyst EPS forecasts for the quarter. In the early 1990s, we developed consensus estimates of other key investment metrics such as brokerage analyst stock ratings, forecasts of future sales, and target prices.
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Zacks receives daily electronic data feeds and printed research reports from over 185 US and Canadian brokerage firms, produced by more than 2,600 analysts amounting to over 500,000 pages of brokerage research. From the individual estimates provided, Zacks calculates consensus estimates and ratings for about 4,500 US and Canadian firms that have at least one sell-side analyst covering them. We calculate consensus estimates for EPS, Revenue, Target Price, Long Term Growth Rates, and Broker Ratings. Zacks maintains a history of annual EPS estimates going back to 1979 and quarterly estimates going back to 1982. Zacks consensus ratings history goes back to 1985. Consensus Sales estimates and Price Targets are maintained back to 2000.
Many investors like to keep on top of certain events and trends that are known to move markets. Zacks provides a series of data feeds that can be used to create calendars for earnings announcements, dividend payments and economic reports as well as historical records for stock splits, analyst revisions and earnings guidance.
Expected Earnings Report Dates – Maintaining our core focus on company earnings, Zacks provides data feeds containing expected earnings report dates for most companies trading in the US and Canadian stock markets. Both company confirmed as well as estimated dates are available, with a flag showing which is which. Estimated dates are produced using a series of algorithms based on historical report date patterns tracked for each company.
Expected Dividend Dates – Zacks analysts closely monitor public news sources for announcements of upcoming dividends with announcement dates, ex-dates and pay dates. We calculate an Indicated Annual Dividend (IAD) amount, with associated yield ratios, based on regular cash dividend payments over the previous twelve months combined with recent announcements of changes in dividend policy.
Analyst Revisions – Zacks provides feeds containing recent revisions in both estimates and ratings by covering sell-side analysts who do not require entitlements. These are generally smaller brokerage and boutique research firms who are looking for publicity. Although bulge bracket firms are not included, this revision data can be indicative of broader changes in Wall Street sentiment.
Corporate Guidance – Often in conjunction with earnings announcements or a few weeks prior to the next earnings announcement, company management will issue guidance regarding future business performance over the next quarter and/or fiscal year. To the extent that these guidance figures differ markedly from current consensus expectations, the market can react strongly. It is not uncommon to see situations for example, where a company announces earnings for the prior quarter which outperform expectations then issues more pessimistic projections for the next fiscal quarter or year, and the stock immediately drops as a result of the guidance despite positive actual results. Zacks provides a historical record of guidance and related surprises to help investors get a handle on how this type of event affects stock price performance.
The Zacks Investment Research Fundamental database consists of “as reported” and standardized financial statement data from 1979 to date covering 6,750 companies trading on US exchanges.
Companies Covered: 6,000 US companies, plus 550 non-US companies traded as ADRs on US exchanges from 35 foreign countries, plus 200 Canadian companies trading on US exchanges.
As Reported Financial Statements: For the 3,800 largest companies annual and quarterly as reported income statements, balance sheets and cash flow statements are available from 2001 to the present.
Standardized Financial Statements: As reported financial statements are mapped into standardized financial statements to facilitate multi company investment analysis. Each company is classified into one of six templates – Industrial, Banking, Insurance, REITs, Utilities, and Brokerage. The reported Income Statement, Balance Sheet and Cash Flow line items are mapped into standardized line items.
Operational Metrics Data: The Zacks Fundamental database includes 260 operational metric items covering over 900 companies in 32 different industries. History for the metrics items goes back to 2003. For more details on the operational metrics, download the overview document below.
Annual History: For the 3,800 largest companies Zacks provides over 500 fields of annual standardized data from 2001 forward, and 87 fields from 1979 to 2001. For the 2,800 smaller companies and ADRs we provide 87 fields of annual standardized data from 1979 to the present.
Quarterly History: For the 3,800 largest companies Zacks provides over 500 fields of quarterly standardized data from 2001 forward and 87 field from 1987 to 2001. For the 2,800 smaller companies and ADRs we provide 87 fields of quarterly standardized data from 1987 to the present.
Restatements: All data is captured "As Originally Reported" for both annual and quarterly filings from SEC forms 10K and 10Q, and company issued press releases. Subsequent restatements and/or amendments are captured and archived separately, providing true point-in-time data for back-testing and the full restated statements for current analysis.
Preliminary Data: When companies issue their earnings press releases Zacks captures the data on the day of the press release. This preliminary data is populated in the primary fundamental database until it is overwritten when the actual SEC reports are filed.
Institutional investors are large shareholders managing large amounts of money for clients. They include pension funds, mutual funds, exchange traded funds, insurance companies, hedge funds, and some very high net worth family trusts. This is the so-called “smart money”. Large trades executed by institutional investors can move markets. Many of these types of investors must register with the SEC and report their holdings every quarter. Based on SEC filings, Zacks tracks the equity holdings of institutional investors, both in terms of which institutional investors are shareholders in each stock, and which stocks are owned by each institutional investor.
Zacks can provide historical transaction details for over 9,700 active and inactive US traded stocks, and open market transactions summary data for about 3,600 US traded stocks, beginning in mid-2007. The detail data lists all transactions by each insider over time. The summary data adds up the total number of transactions within a given time frame.
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Marketing Materials (list of pdfs or files that have been uploaded to the wiki)
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Technical Documents (list of pdfs or files that have been uploaded to the wiki)
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Zacks offers extensive datasets with access to over 25 years of 16,000+ active and inactive US and Canada traded stocks. Zacks produces data in the areas of company financial statements, consensus earnings estimates, sales estimates, target prices, analyst ratings, splits and dividends.
Company website: zacksdata.com.
- Consensus Data
- Fundamental Data for US and Canada traded firms
- Splits, dividends and corporate actions
- Institutional holdings, insider transactions and more
- FTP: raw data files can be delivered via FTP in several formats: CSV, Microsoft Excel or XML.
- API: data can be delivered in the form of an API in XML or JSON format.
- Software Viewing Platform
- Excel: a direct link from within Excel to the full database is provided in the ZRS 5.0 system.
- SQL: The fundamental data is also available as a SQL database.