ZACKS Data API

INTRODUCTION

Zacks Investment Research is a Chicago based firm with over 30 years of experience in providing institutional and individual investors with the analytical tools and financial information necessary to the success of their investment process. In 1981, Zacks began processing, organizing and evaluating research produced by US brokerage firms. Today Zacks receives daily electronic data feeds and printed research reports containing estimates and ratings on over 4,500 North American publicly traded companies from over 185 brokerage firms. In addition, Zacks acquires data from SEC filings related to annual and quarterly financial reports and ownership data for US publicly traded companies. From this foundation, Zacks has developed a wide array of information products and tools to serve both individual and institutional investors.

Through the Zacks Data API (powered by WebServius), Zacks provides data for corporate financial profiles, consensus analyst estimates for sales, earnings, target prices, and long term growth rates, along with buy/hold/sell ratings produced by Wall Street analysts and end-of-day stock price information.  This kind of data is most often used to find good long term investment opportunities and for company performance benchmarking.

  NOTATIONS

In the item descriptions below, there are references to quarterly and annual fiscal time periods. The future time periods are referred to as QR1, QE2, QR3, QR4, etc. for quarterly periods and FR1, FR2, FR3, etc. for annual time periods. Historical periods are referred to as QR0, QR-1, QR-2, QR-3, and FR0, FR-1, FR-2, etc. respectively. QR means “quarter to report” or “quarter reported” and FR means “fiscal year to report” or “fiscal year reported”. So QR0 is the most recent quarter reported and QR1 is the current quarter which is next to report. FR0 is the most recent fiscal year reported, and FR1 is the current fiscal year which is next to report. Note that these time periods do not roll over on calendar dates, but on report dates instead. So for example, if the fiscal year for Target Corporation ends on January 31, and they report their annual financial results on February 20, the FR1 EPS estimate for Target will not roll over to become the FR0 estimate until February 20.

For each data item included in the API, we have a value for most tickers and most time periods. Items which are blank or have no value are occasionally represented by “9999.00”, or “-9999.00”, or a similar series of “9” digits.

Some of the data items values are represented by codes, such as an industry code, a sector code, or an exchange code. If the codes are not listed in the item description itself, they can be found at the end of this document.

The tables below provide a brief description of each data set and the data fields contained in each set.

 

DATA OVERVIEW

The Zacks API allows you to retrieve information for a particular company from a number of different Data Sets by specifying a company name or a ticker symbol. The available Data Sets are as follows:

Data Set Name

Description

CZ1

Company Profiles – This data set provides company profile information such as sector, industry, exchange traded, list of peers, and financial stats and ratios.

CZ2

Company Addresses & Officers – This data set contains company names, addresses, and names and titles of top five company officers.

DVR

Dividend Record File – This data set provides information on recent dividends paid and historical dividend trends for each company.

EX5

Expected Earnings File – This data set contains information on expected earnings report dates and comparable earnings estimates. This information is typically used to construct and earnings calendar.

EXPDV2

Expected Dividend File – This data set contains information on expected upcoming dividends for each company.

SC1

Sales Consensus File 1 – This data set focuses on current revenue estimates and changes in the revenue estimate for each company over the last 7, 30, and 90 days.

SC2

Sales Consensus File 2 – This data set focuses on current revenue estimate statistics (Mean, Median, Standard Dev, Number of Estimates) for the previous and next two fiscal years and four upcoming fiscal quarters.

SC3

Sales Consensus File 3 – This data set focuses on changes in the current estimates for the previous and next two fiscal years and four upcoming fiscal quarters, over the last one week, month, and quarter.

TPC

Target Price Consensus File – This data set focuses on current target price estimates and associated statistics. Target prices are the prices at which brokers predict a stock will rise or fall to within the next year.

XPD

Expanded Price Data File – This data set provides yesterday’s end–of–day open, high, low, and close price for each ticker.

ZK1

Custom Company Profile – This data set provides a selection of fundamental statistics and company profile information. It’s kind of a more condensed version of CZ1.

ZK2

Institutional/Insider Holdings – This data set provides the percentage of outstanding shares held by institutional investors and by company insiders.

ZK3

Custom Company Profile – This data set provides a selection of fundamental statistics and stock price performance trends.

ZN1

Earnings Estimates & Long Term Growth – This data set focuses on earnings estimates for the next few quarters and projected growth rates derived from estimates.

ZN2

Earnings Estimates Revision Trend – This data set focuses on earnings and long term growth estimates today versus one week, one month, two months, and three months ago, for the next two fiscal quarters and fiscal years.

ZN3

Earnings Surprise File – This data set focuses on earnings surprises over the most recent and four prior quarters. Earnings surprises are the percentage difference between actual earnings per share and corresponding estimated earnings per share.

ZN4

Earnings Growth Rates – This data set focuses on projected earnings growth rates based on future estimates for the company, its industry, and the S&P 500.

ZN5

Analyst Ratings – This data set focuses on the number of analysts that rate each stock as a Strong Sell, Sell, Hold, Buy, and Strong Buy, as well as the consensus mean recommendation. Figures are provided for current ratings as well as recent figures from 1, 2, and 3 months ago to show a recent trend up or down.

ZN6

Analyst Revisions & Histogram – This data set focuses on recent estimate and ratings revisions over the last 7 and 30 days, along with expected earnings report dates coming up. This information can be used to produce a histogram chart indicating the potential for an earnings surprise.

ZN7

Company vs Industry/Sector Earnings Analysis – This data set focuses on recent earnings estimates vs actual results for the last few quarters, and the next couple quarters and years going forward, for the company, its industry and sector, and the S&P 500.

ZN8

EPS Estimates & Analyst Ratings – This data set provides a basic starter collection of EPS estimates for the next two quarters and three years, plus current analyst ratings.

ZN9

Estimate Coverage Changes – This data set focuses on how the number of analyst estimates contained in the consensus figure for each stock has changed over the last 7 and 30 days for the next couple quarters and fiscal years.

ZN11

Forward Earnings Estimates & Long Term Growth – This data set focuses on earnings estimates for 3, 4, and 5 fiscal quarters out, and 3 and 4 fiscal years out, along with projected growth rates derived from estimates.

ZN13

Forward Analyst Revisions & Histogram – This data set focuses on recent estimate and ratings revisions over the last 7 and 30 days, along with expected earnings report dates coming up for 3, 4, and 5 fiscal quarters out, and 3 and 4 fiscal years out. This information can be used to produce a histogram chart indicating the potential for an earnings surprise.

ZN15

Retrospective Analyst Ratings – This data set focuses on the number of analysts that rate each stock as a Strong Sell, Sell, Hold, Buy, and Strong Buy, as well as the consensus mean recommendation. Figures are provide for current ratings as well as recent figures from 6 months, 1 year, and 2 years ago to show a longer term trend up or down.

ZN16

Price Action – This data set focuses on trends in price per share over the last 1, 10, 20, 30, 60, 90, and 180 trading days.

ZN18

Extended Estimate Revisions – This data set focuses on recent estimate revisions over the last 60, 90, 120, and 180 days.

Each of the Data Sets contains multiple Data Points per company (a full list of Data Points is found further down in the document). For example, the ZN1 (Earnings Estimates) Data Set contains over 30 Data Points including company name, ticker symbol, current quarter estimate, next quarter estimate, last year’s actual earnings, and more.

TECHNICAL OVERVIEW

To use the API, your application code needs to make an HTTP GET request to retrieve data, to the following URL:

http://svc.webservius.com/sdbv1/zacks/data/{Data Set}?wsvKey={API Key}&{Parameters…}

The {Data Set} is the name of the Data Set you need, from the table above.

The {API Key} is your unique key which you receive when you sign up for a Zacks API account. You may sign up at http://www.zacksdata.com/api/subscribe.htm.  

The {Parameters} are additional URL parameters, case-sensitive, separated with & (ampersands), as follows:

Parameter

Meaning

Example

ticker

Ticker Symbol
(Uppercase)

&ticker=BBY

company

Full Company Name
(Uppercase, URL-encoded)

&company=BEST%20BUY

companyStartsWith

Start of Company Name
(Uppercase, URL-encoded)

&companyStartsWith=BEST

companyContains

Fragment of Company Name
(Uppercase, URL-encoded)

&companyContains=BUY

zacksMaster

Zacks Unique Master ID Code (case-sensitive), created by Zacks as a permanent identifier to link a company to its traded stock, which will survive mergers, acquisitions, spinoffs, listings, delistings, etc. through time.

Available only for the CZ1, CZ2, SC1 and TPC datasets.

&zacksMaster=BBUY

select

Data Points you want to retrieve.

(Comma-separated, case-sensitive)

By default, all Data Points will be selected.

&select=QR1EndData,QR1HiEPSEst

format

Output data format – “xml” or “json” (default is “xml”)

&format=json

limit

Limit results to a certain number of companies (when using “companyStartsWith” or “companyContains” searches).

&limit=1

(Other parameters)

Other advanced parameters are available – see section on “pagination” further in this document.

 

EXAMPLE

The following example finds the current quarter end date, average earnings estimate and high earnings estimate for Best Buy:

http://svc.webservius.com/sdbv1/zacks/data/ZN1?wsvKey={your API Key}&ticker=BBY&select=QR1EndDate,QR1AvgEPSEst,QR1HiEPSEst

OUTPUT FORMAT

By default, the response to the request above will be in an XML format, and will contain all Data Points that you have selected, for example:

<Results>

<Item id="BBY ">

<QR1EndDate>201105</QR1EndDate>

<QR1AvgEPSEst>0.33</QR1AvgEPSEst>

<QR1HiEPSEst>0.44</QR1HiEPSEst>

</Item>

</Results>

 

The “Item id” attribute should be ignored. The order of XML elements will be the same as in the “select” parameter in your request URL. If there is more than one company that matches the search criteria, the “Item” element will be repeated (see also section on “pagination” below). If no companies match the input criteria, the response will be simply <Results/>. If data for a particular Data Point is missing, the corresponding element within the <Item> element will typically be missing as well. However, for some Data Points, “9999.00” or a similar string of all-9s can represent missing values.  

 

By using the &format=json to the request URL, you can retrieve the same information in JSON format:

 

{"items":[
        {
               "QR1EndDate":"201105",
               "QR1AvgEPSEst":"0.33",
               "QR1HiEPSEst":"0.44"
        }
]}

 

All Data Points, even numeric ones, will be returned as JSON strings. If there is more than one company that matches the search criteria, the JSON array element will be repeated (see also section on “pagination” below). If no companies match the input criteria, the response will be simply {“items”:[]}. If data for a particular Data Point is missing, the corresponding field within the object in the “items” array will typically be missing as well. However, for some Data Points, “9999.00” or a similar string of all-9s can represent missing values.

PRICING

Your data usage will be measured in “usage units”. For details on how much these “usage units” cost, see the API signup page or contact Zacks. A free trial is available.

The “usage units” will be calculated based on the total number of Data Points you retrieve (for example, if you retrieve 2 data points, the Current Quarter End Date and the Current Quarter Average Earnings Estimate, for 500 companies, you will be charged for a total of 1,000 “usage units”, regardless of the number of API calls). You will not be charged for Data Points for which there is no data (i.e. data points that are missing from the output results).

Retrieving the company name and ticker symbol does not cost any “usage units”.

Searching using the “zacksMaster parameter costs 1 “usage unit” per search, even if you do not select it.

Make sure to use select and limit parameters to limit the amount of data you retrieve. By default, all available Data Points are returned in a particular Data Set, so using API calls without a select parameter can become expensive.

LIST OF AVAILABLE DATA POINTS

 

CZ1: Company Profiles - This data set provides company profile information such as sector, industry, exchange traded, list of peers, and financial stats and ratios. N/A values are represented as null or empty fields.

Data Point Name

Description

Unit Cost

CoShortName

Company Short Name

Free

Ticker

Zacks Exchange Ticker Symbol

Free

ZacksMaster

Zacks Unique Master ID Code, created by Zacks as a permanent identifier to link a company to its traded stock, which will survive mergers, acquisitions, spinoffs, listings, delistings, etc. through time.

1

FYEMo

Fiscal Year End Month (1-12)

1

SICCode

SIC Code

1

ExchCode

Code Representing Primary Stock Exchange Traded

1

XIndDesc

Zacks Expanded Industry Description

1

SectDesc

Zacks Expanded Sector Description

1

MIndDesc

Zacks Medium Industry Description

1

Peer1CoName

Short Name of Company From Same X-Industry: Ranked By Highest Sales

1

Peer1Ticker

Ticker Symbol For Peer 1

1

Peer2CoName

Short Name of Company From Same X-Industry: Ranked By Highest Sales

1

Peer2Ticker

Ticker Symbol For Peer 2

1

Peer3CoName

Short Name of Company From Same X-Industry: Ranked By Highest Sales

1

Peer3Ticker

Ticker Symbol For Peer 3

1

Peer4CoName

Short Name of Company From Same X-Industry: Ranked By Highest Sales

1

Peer4Ticker

Ticker Symbol For Peer 4

1

Peer5CoName

Short Name of Company From Same X-Industry: Ranked By Highest Sales

1

Peer5Ticker

Ticker Symbol For Peer 5

1

Peer6CoName

Short Name of Company From Same X-Industry: Ranked By Highest Sales

1

Peer6Ticker

Ticker Symbol For Peer 6

1

Peer7CoName

Short Name of Company From Same X-Industry: Ranked By Highest Sales

1

Peer7Ticker

Ticker Symbol For Peer 7

1

CoverageCode

Coverage Code (1 = Yes, company has analyst coverage; or 0 = No, company does not have analyst coverage)

1

MostRecSplitDate

Date of Most Recent Split

1

SplitFactor

Split Adjustment Factor

1

DateReptdFiscQPer

Date of Last Reported Fiscal Q Period

1

NextExpRepDate

Next Expected Report Date

1

NoEmp

Number of Employees

1

ClosePrice

Closing Price

1

Hi52WDlyClose

52W High Price - Based On Daily Close

1

Lo52WDlyClose

52W Low Price - Based On Daily Close

1

PriceChng4Wks

% Price Change  In the Last 4 Weeks

1

PriceChng4WksRelSP500

% Price Change  In the Last 4 Weeks Relative To S&P 500

1

PriceChng12Wks

% Price Change  In the Last 12 Weeks

1

PriceChng12WksRelSP500

% Price Change  In the Last 12 Weeks Relative To S&P 500

1

YrToDateInClndrYr

% Year - To- Date In Calendar Year To Date

1

YrToDateReltoSP500

% Year - To- Date Relative To the S&P 500

1

AvgDlyVol20Days

Average Daily Volume In Actual Shares For the Last 20 Trading Days

1

IAD

Indicated Annual Dividend Based On Last Quarter

1

DivYield

Current Dividend Yield (IAD/Closing Price)

1

Sum3MosDivPaid

Last Months Dividend Calculation Sum of the Last 3 Months of Dividends Paid

1

ExDateDivPaid

Ex-Date of Last Dividend Paid

1

QR1AvgEPSEst

Mean EPS Estimate For the Current Fiscal Quarter

1

FR1AvgEPSEst

Mean EPS Estimate For the Current Fiscal Year

1

F1NoEPSEsts

Number of EPS Estimates Included In F1 Consensus Mean

1

LTG AvgEst

Mean Estimate For Long Term (3-5 Year) EPS Growth

1

FiveYrHPRRelSP500

Stock Return Relative To the S&P 500. Using 60 Months Including Dividends

1

MarketCap

Market Capitalization (Current Price x Current Shares Outstanding, Including All Classes of Common Shares.)

1

F1ForwardPE

Price Earnings Ratio Using Current Price / Mean EPS Estimate For the Current Fiscal Year

1

TTMPE

Price Earnings Ratio Using  Current Price / Trailing 12 Months of EPS Before Non-Recurring Items

1

PricetoBook

Current Price / Most Current Available Quarterly Book Value Per Common Share

1

TTMDivYield

Indicated Annual Dividend / Trailing 12 Month of EPS Before Non-Recurring Items

1

PricetoOpCF

Current Price / Most Current Available Annual Cash Flow Per Common Share

1

SharesOut

Most Recent Available Number of Common Shares Outstanding, Including All Classes of Common Shares

1

F0TtlRev

Total Revenues For Most Recent Completed Fiscal Year

1

F-1TtlRev

Total Revenues For Most Recent Completed Fiscal Year -1 Period

1

F-2TtlRev

Total Revenues For Most Recent Completed Fiscal Year -2 Periods

1

F0TtlNetInc

Net Income Reported For Most Recent Completed Fiscal Year

1

F-1TtlNetInc

Net Income Reported For Most Recent Completed Fiscal Year -1 Period

1

F-2TtlNetInc

Net Income Reported For Most Recent Completed Fiscal Year -2 Periods

1

Q0TtlRevTTM

Sum of Total Revenues For Most Recent 4 Quarterly Periods

1

Q-1TtlRevTTM

Sum of the Most Recent 4 Quarters of Total Revenues Where Period 2 Is the Most Recent Quarter

1

Q-2TtlRevTTM

Sum of the Most Recent 4 Quarters of Total Revenues Where Period 3 Is the Most Recent Quarter

1

Q0TtlNetIncTTM

Sum of Net Income For Most Recent 4 Quarterly Periods

1

Q-1TtlNetIncTTM

Sum of the Most Recent 4 Quarters of Net Income Where Period 2 Is the Most Recent Quarter

1

Q-2TtlNetIncTTM

Sum of the Most Recent 4 Quarters of Net Income Where Period 3 Is the Most Recent Quarter

1

Q0TtlAssets

Total Assets For the Most Recent Reported Quarterly Period

1

Q-1TtlAssets

Total Assets For the Most Recent Reported Quarterly Period -1 Period

1

Q-2TtlAssets

Total Assets For the Most Recent Reported Quarterly Period -2 Periods

1

Q0TtlLiab

Total Liabilities For the Most Recent Reported Quarterly Period

1

Q-1TtlLiab

Total Liabilities For the Most Recent Reported Quarterly Period -1 Period

1

Q-2TtlLiab

Total Liabilities For the Most Recent Reported Quarterly Period  -2 Periods

1

Q0TtlCEquity

Total Common Equity For the Most Recent Reported Quarterly Period

1

Q-1TtlCEquity

Total Common Equity For the Most Recent Reported Quarterly Period -1 Period

1

Q-2TtlCEquity

Total Common Equity For the Most Recent Reported Quarterly Period -2 Periods

1

Q0TTMROE

Return On Common Equity For the Most Recent Completed Fiscal Period: Calc: (TTM Income Before Non-Recuring Items / Mean of Trailing 4 Quarters of Common Equity)

1

Q-1TTMROE

Return On Common Equity For the Most Recent Completed Fiscal Period -1 Period

1

Q-2TTMROE

Return On Common Equity For the Most Recent Completed Fiscal Period -2 Periods

1

Q0TTMROA

Return On Assets For the Most Recent Completed Fiscal Period: Calc: (TTM Income Before Non-Recurring Items / Mean of Trailing 4 Quarters of Total Assets)

1

Q-1TTMROA

Return On Assets For the Most Recent Completed Fiscal Period - 1 Period

1

Q-2TTMROA

Return On Assets For the Most Recent Completed Fiscal Period - 2 Periods

1

F0BVPS

Book Value of Common Equity / Shares Outstanding For Most Recent Completed Fiscal Year Period

1

F-1BVPS

Book Value of Common Equity / Shares Outstanding For Most Recent Completed Fiscal Year Period -1 Period

1

Q0TTMPreTaxMarg

Pre-Tax Margin For the Most Recent Completed Fiscal Period: Calc: (TTM Pre-Tax Income /  Trailing 4 Quarters Total Revenues)

1

Q-1TTMPreTaxMarg

Pre-Tax Margin For the Most Recent Completed Fiscal Period Where Period 2 Is the Most Recent Period

1

Q-2TTMPreTaxMarg

Pre-Tax Margin For the Most Recent Completed Fiscal Period Where Period 3 Is the Most Recent Period

1

F0OpCFPS

Most Recent Completed Annual Cash Flow / Share - Calc: (Income Before Non-Recurring Items + Total Depreciation From the Annual Statement of Cash Flows / Shares Outstanding) / Shares Outstanding

1

F-1OpCFPS

Most Recent Completed Annual Cash Flow / Share, Where Most Recent Is Period 2. - Calc: (Income Before Non-Recurring Items + Total Depreciation From the Annual Statement of Cash Flows / Shares Outstanding) / Shares Outstanding

1

Q0BVPS

Most Recent Quarterly Book Value Per Common Share

1

Q-1BVPS

Most Recent Quarterly Book Value Per Common Share -1 Period

1

Q-2BVPS

Most Recent Quarterly Book Value Per Common Share -2 Periods

1

Q0TTMNetMarg

Net Margin For the Most Recent Completed Fiscal Period: Calc: (TTM Net Income /  Trailing 4 Quarters Total Revenues)

1

Q-1TTMNetMarg

Net Margin For the Most Recent Completed Fiscal Period: Where Period 2 Is the Most Recent Period.

1

Q-2TTMNetMarg

Net Margin For the Most Recent Completed Fiscal Period: Where Period 3 Is the Most Recent Period.

1

Q0TTMZacksOpMarg

Zacks Operating Margin For the Most Recent Completed Fiscal Period: Calc: (TTM Income Before Non-Recurring Items /  Trailing 4 Quarters Total Revenues)

1

Q-1TTMZacksOpMarg

Zacks Operating Margin For the Most Recent Completed Fiscal Period: Where Period 2 Is the Most Recent Period.

1

Q-2TTMZacksOpMarg

Zacks Operating Margin For the Most Recent Completed Fiscal Period: Where Period 3 Is the Most Recent Period.

1

Q0TTMInvTrnvr

Inventory Turnover Calc: TTM Cost of Goods Sold / Mean of 4 Quarters of Inventory

1

Q-1TTMInvTrnvr

Inventory Turnover Calc: TTM Cost of Goods Sold / Mean of 4 Quarters of Inventory Where Period 2 Is the Most Recent Period

1

Q-2TTMInvTrnvr

Inventory Turnover Calc: TTM Cost of Goods Sold / Mean of 4 Quarters of Inventory Where Period 3 Is the Most Recent Period

1

Q0Curr

Most Recent Quarters Current Ratio Calc: Current Assets / Current Liabilities

1

Q-1Curr

Most Recent Quarters Current Ratio Calc: Current Assets / Current Liabilities -1 Period

1

Q-2Curr

Most Recent Quarters Current Ratio Calc: Current Assets / Current Liabilities -2 Periods

1

Q0LTDtoTtlCap

Most Recent Quarters Long Term Debt To Total Capitalization  Calc: Total Long Term Debt / Debt + Total Shareholders Equity

1

Q-1LTDtoTtlCap

Most Recent Quarters Long Term Debt To Total Capitalization  -1 Period

1

Q-2LTDtoTtlCap

Most Recent Quarters Long Term Debt To Total Capitalization  -2 Periods

1

Q0Quick

Most Recent Reported Quarter Quick Ratio Calc: Current Assets - Inventory / Current Liabilities

1

Q-1Quick

Most Recent Reported Quarter Quick Ratio Calc: Current Assets - Inventory / Current Liabilities -1

1

Q-2Quick

Most Recent Reported Quarter Quick Ratio Calc: Current Assets - Inventory / Current Liabilities -2

1

Q0LTDtoCommEquity

Most Recent Reported Quarters Total Long Term Debt / Most Recent Quarters Common Equity

1

Q-1LTDtoCommEquity

Most Recent Reported Quarters Total Long Term Debt / Most Recent Quarters Common Equity -1

1

Q-2LTDtoCommEquity

Most Recent Reported Quarters Total Long Term Debt / Most Recent Quarters Common Equity -2

1

TTMPayout5YRAvgPayout

Most Recent 12 Month Payout Minus the 5 Year Average of Payout Ratios

1

EPSGrQ1toQ-4

Quarter EPS Growth % Where Q(0)  And Q(-4) Are EPS For Last Reported Quarter And 4 Quarters Before the Last Reported Quarter

1

EPSGrQ1toQ-1

Quarter EPS Growth % Where Q(0)  And Q(-1) Are EPS For Last Reported Quarter And 1 Quarters Before the Last Reported Quarter

1

RevGrQ1toQ-4

Quarter Sales Growth % Where Q(0)  And Q(-4) Are Sales For Last Reported Quarter And 4 Quarters Before the Last Reported Quarter

1

RevGrQ1toQ-1

Quarter Sales Growth % Where Q(0)  And Q(-1) Are Sales For Last Reported Quarter And 1 Quarters Before the Last Reported Quarter

1

PricetoSalesTTM

Current Price / TTM of Total Revenues

1

F1PEG

P/E To Expected EPS Growth Ratio Calc: P/E Using (F1) EPS / Est EPS Growth

1

Q0EndDate

Most Recent Completed Quarter

1

Q-1EndDate

Most Recent Completed Quarter - 3 Months

1

Q-2EndDate

Most Recent Completed Quarter - 6 Months

1

CZ2: Company Addresses & Officers – This data set contains company names, addresses, and names and titles of top five company officers. N/A values are represented as null or empty fields.

Data Point Name

Description

Unit Cost

CoName

Company Name

Free

Ticker

Zacks Exchange Ticker Symbol

Free

ZacksMaster

Zacks Unique Master ID Code, created by Zacks as a permanent identifier to link a company to its traded stock, which will survive mergers, acquisitions, spinoffs, listings, delistings, etc. through time.

1

FiscYrEnd

Fiscal Year End

1

SICCode

SIC Code

1

ExchTradedCode

Code Representing Primary Stock Exchange Traded

1

XIndDesc

Zacks Expanded Industry Description

1

SectDesc

Zacks Expanded Sector Description

1

MIndDesc

Zacks Medium Industry  Description

1

Address1

Address 1

1

Address2

Address 2

1

City

City

1

StateCode

State Code

1

CountryCode

Country Code

1

ZipCode

Zip Code

1

PhoneNo

Phone Number

1

FaxNo

Fax Number

1

EmailAddress

Email Address

1

CoWebsiteURL

Company Website URL

1

Exec1

Executive Officer 1

1

ExecTitle1

Title of Officer

1

Exec2

Executive Officer 2

1

ExecTitle2

Title of Officer

1

Exec3

Executive Officer 3

1

ExecTitle3

Title of Officer

1

Exec4

Executive Officer 4

1

ExecTitle4

Title of Officer

1

Exec5

Executive Officer 5

1

ExecTitle5

Title of Officer

1

DVR: Dividend Record File This data set provides information on recent dividends paid and historical dividend trends for each company. N/A values are represented as “-999.0000”.

Data Point Name

Description

Unit Cost

Ticker

Zacks Exchange Ticker Symbol

Free

CoName

Company Name

Free

ProdDateFile

Production Date Of File

1

IAD

Indicated Annual Dividend

1

DivMostRecAnncmntDate

Dividend - Most Recent Announcement Date

1

DivMostRecExDate

Dividend - Most Recent Ex-Date

1

DivMostRecPayDate

Dividend - Most Recent Pay Date

1

DivMostRecRecordDate

Dividend - Most Recent Record Date

1

DivMostReclyDeclaredOrPaid

Dividend - Most Recently Declared Or Paid

1

DivPaidPSMostRecFiscYr

Dividend Paid - Per Share--Most Recent Fiscal Year

1

DivPaidPS12Mos

Dividend Paid - Per Share -- Last 12 Months

1

AnnDivPaid3YrAvg

Annual Dividend Paid - 3 Year Average

1

AnnDivPaid5YrAvg

Annual Dividend Paid - 5 Year Average

1

AnnDivPaid10YrAvg

Annual Dividend Paid - 10 Year Average

1

PctRateDivGrCurrYrvsPriorYr

Percentage Rate Of Dividend Growth - Current Year Vs Last Year

1

DivsPaidInYrY1BasePerGrRate

Dividends Paid In Last Year (Y-1) (Base Period Of Growth Rate Comparison)

1

AvgAnnPctRateDivGr3Yrs

Average Annual Percentage Rate Of Dividend Growth - Last 3 Years

1

DivsPaidInYrY3BasedPerGrRate

Dividends Paid In Year Y-3 (Based Period Of Growth Rate)

1

AvgAnnPctRateDivGr5Yrs

Average Annual Percentage Rate Of Dividend Growth - Last 5 Years

1

DivsPaidInYrY5BasedPerGrRate

Dividends Paid In Year Y-5 (Based Period Of Growth Rate)

1

AvgAnnPctRateDivGr10Yrs

Average Annual Percentage Rate Of Dividend Growth - Last 10 Years

1

DivsPaidInYrY10BasedPerGrRate

Dividends Paid In Year Y-10 (Based Period Of Growth Rate)

1

DivFrequencyCode

Dividend Frequency Code (0 = None;1 = Annual; 2 = Semi-Annual; 3 = Thrice Yearly; 4 = Quarterly; 5 = Monthly; 6 = Bi Monthly; 7 = To Be Determined; 8 = Variable; 9 = Not Available)

1

DivFrequencyText

Dividend Frequency Text

1

EX5: Expected Earnings File – This data set contains information on expected earnings report dates and comparable earnings estimates. This information is typically used to construct and earnings calendar. N/A values are represented as “999.00”.

Data Point Name

Description

Unit Cost

Ticker

Zacks Exchange Ticker Symbol

Free

CoName

Company Name

Free

Q0QtrEndDate

Most Recent Quarter (Q0) Quarter End Date (YYYYMM)

1

Q0ConsEst

Most Recent Quarter (Q0) Consensus Estimate

1

Q0ExpRepDate

Most Recent Quarter (Q0) Expected Report Date (YYYYMMDD)

1

LateLastFlag

"Late/Last" Flag (0 =  not yet reported, not yet late; 1 =  not reported, more than three days late; 2 =  not reported, more than 20 days late; last day in file for Q0 period.)

1

SourceFlag

Source Flag ("C" = expected date provided by company; "E" = expected date estimated, based upon company's historical report dates)

1

TimeDayCode

Time of Day Code ("DMT" = "During Market Trading"; "AMC" = "After Market Close"; "N/A" = "Not Available"; Blank = "Not Available")

1

Q-4ActlEPS

Four Quarters Prior Quarterly (Q-4) Actual EPS

1

EXPDV2: Expected Dividend File – This data set contains information on expected upcoming dividends for each company. N/A values are represented as “-99.999”.

Data Point Name

Description

Unit Cost

Ticker

Zacks Exchange Ticker Symbol

Free

CoName

Company Name

Free

ExDivDate

Ex-Dividend Date (YYYYMMDD)

1

DivRatePS

Dividend Rate per Share

1

DivTypeCode

Dividend Type Code

1

IADPS

IAD (Indicated Annual Dividend) per Share

1

LateCode

Late Code ('1' if late, '0' if not late)

1

PymntDate

Payment Date (YYYYMMDD)

1

RecordDate

Record Date (YYYYMMDD)

1

AnncmntDate

Announcement Date (YYYYMMDD)

1

SC1: Sales Consensus File 1 – This data set focuses on current revenue estimates and changes in the revenue estimate for each company over the last 7, 30, and 90 days. N/A values are represented as “-99999.000”.

Data Point Name

Description

Unit Cost

DataCode

Data Identification Code

1

ZacksMaster

Zacks Unique Master ID Code, created by Zacks as a permanent identifier to link a company to its traded stock, which will survive mergers, acquisitions, spinoffs, listings, delistings, etc. through time.

1

Ticker

Zacks Exchange Ticker Symbol

Free

CoName

Company Name

Free

ZacksExpandedIndCode

Zacks Expanded Industry Code

1

EstPerDate

Estimate Period Date

1

PerType

Period Type

1

AvgSlsEst

Mean Revenue Estimate

1

PctChngInAvgSlsEst1Wk

1-Week Percentage Change In Mean Revenue Estimate

1

NoSlsEstRevUp1Wk

# of Revenue Estimate Revisions Up Last 7 Days

1

NoSlsEstRevDn1Wk

# of Revenue Estimate Revisions Down Last 7 Days

1

PctChngInAvgSlsEst1Mo

1-Month Percentage Change In Mean Revenue Estimate

1

NoSlsEstRevUp1Mo

# of Revenue Estimate Revisions Up Last 30 Days

1

NoSlsEstRevDn1Mo

# of Revenue Estimate Revisions Down Last 30 Days

1

PctChngInAvgSlsEst3Mo

3-Month Percentage Change In Mean Revenue Estimate

1

NoSlsEstRevUp3Mos

# of Revenue Estimate Revisions Up Last 90 Days

1

NoSlsEstRevDn3Mos

# of Revenue Estimate Revisions Down Last 90 Days

1

MedSlsEst

Median Revenue Estimate

1

DateLatestSlsEst

Date of Latest Estimate

1

SC2: Sales Consensus File 2 – This data set focuses on current revenue estimate statistics (Mean, Median, Standard Dev, Number of Estimates) for the previous and next two fiscal years and four upcoming fiscal quarters. N/A values are represented as “-99999.000”.

Data Point Name

Description

Unit Cost

Ticker

Zacks Exchange Ticker Symbol

Free

CoName

Company Name

Free

CurncyCode

Currency Identification Code

1

DateSlsEstData

Date of Estimate Data (YYYYMMDD)

1

F0DateFiscYrEnd

Most Recent FY (F0) Date of Fiscal Year End (YYYYMMDD)

1

F0AvgSlsEst

Most Recent FY (F0) Mean Revenue Estimate

1

F0StDevSlsEsts

Most Recent FY (F0) Standard Deviation of Estimates

1

F0NoSlsEsts

Most Recent FY (F0) Number of Estimates

1

F1DateFiscYrEnd

Current FY (F1) Date of Fiscal Year End (YYYYMMDD)

1

F1AvgSlsEst

Current FY (F1) Mean Revenue Estimate

1

F1StDevSlsEsts

Current FY (F1) Standard Deviation of Estimates

1

F1NoSlsEsts

Current FY (F1) Number of Estimates

1

F2DateFiscYrEnd

Two Years Out (F2) Date of Fiscal Year End (YYYYMMDD)

1

F2AvgSlsEst

Two Years Out (F2) Mean Revenue Estimate

1

F2StDevSlsEsts

Two Years Out (F2) Standard Deviation of Estimates

1

F2NoSlsEsts

Two Years Out (F2) Number of Estimates

1

Q0DateQtrEnd

Most Recent Qtr (Q0) Date of Quarter End (YYYYMMDD)

1

Q0AvgSlsEst

Most Recent Qtr (Q0) Mean Revenue Estimate

1

Q0StDevSlsEsts

Most Recent Qtr (Q0) Standard Deviation of Estimates

1

Q0NoSlsEsts

Most Recent Qtr (Q0) Number of Estimates

1

Q1DateQtrEnd

Current Qtr (Q1) Date of Quarter End (YYYYMMDD)

1

Q1AvgSlsEst

Current Qtr (Q1) Mean Revenue Estimate

1

Q1StDevSlsEsts

Current Qtr (Q1) Standard Deviation of Estimates

1

Q1NoSlsEsts

Current Qtr (Q1) Number of Estimates

1

Q2DateQtrEnd

Two Qtrs Out (Q2) Date of Quarter End (YYYYMMDD)

1

Q2AvgSlsEst

Two Qtrs Out (Q2) Mean Revenue Estimate

1

Q2StDevSlsEsts

Two Qtrs Out (Q2) Standard Deviation of Estimates

1

Q2NoSlsEsts

Two Qtrs Out (Q2) Number of Estimates

1

Q3DateQtrEnd

Three Qtrs Out (Q3) Date of Quarter End (YYYYMMDD)

1

Q3AvgSlsEst

Three Qtrs Out (Q3) Mean Revenue Estimate

1

Q3StDevSlsEsts

Three Qtrs Out (Q3) Standard Deviation of Estimates

1

Q3NoSlsEsts

Three Qtrs Out (Q3) Number of Estimates

1

Q4DateQtrEnd

Four Qtrs Out (Q4) Date of Quarter End (YYYYMMDD)

1

Q4AvgSlsEst

Four Qtrs Out (Q4) Mean Revenue Estimate

1

Q4StDevSlsEsts

Four Qtrs Out (Q4) Standard Deviation of Estimates

1

Q4NoSlsEsts

Four Qtrs Out (Q4) Number of Estimates

1

DateMostRecChng

Date of Most Recent Change (YYYYMMDD)

1

Q0ReportFlag

Most Recent Qtr (Q0) Report Flag (1 If Most Recent Qtr (Q0) Has Reported; 0 If Not)

1

F0ReportFlag

Most Recent FY (F0) Report Flag (1 if F0 has reported; 0 if not)

1

F0MedSlsEst

Most Recent FY (F0) Median Revenue Estimate

1

F1MedSlsEst

Next Fiscal Year (F1) Median Revenue Estimate

1

F2MedSlsEst

Two Years Out (F2) Median Revenue Estimate

1

Q0MedSlsEst

Most Recent Quarter (Q0) Median Revenue Estimate

1

Q1MedSlsEst

Current Quarter (Q1) Median Revenue Estimate

1

Q2MedSlsEst

Two Qtrs Out (Q2) Q2 Median Revenue Estimate

1

Q3MedSlsEst

Three Qtrs Out (Q3) Median Revenue Estimate

1

Q4MedSlsEst

Four Qtrs Out (Q4) Median Revenue Estimate

1

SC3: Sales Consensus File 3 – This data set focuses on changes in the current estimates for the previous and next two fiscal years and four upcoming fiscal quarters, over the last one week, month, and quarter. N/A values are represented as “-99999.000”.

Data Point Name

Description

Unit Cost

Ticker

Zacks Exchange Ticker Symbol

Free

CoName

Company Name

Free

CurncyCode

Currency Identification Code

1

DateSlsEstData

Date of Estimate Data (YYYYMMDD)

1

F0DateFiscYrEnd

Most Recent FY (F0) Date of Fiscal Year End (YYYYMMDD)

1

F0AvgSlsEst

Most Recent FY (F0) Mean Revenue Estimate

1

F01WkPctChngInAvg

Most Recent FY (F0) 1-Week Percentage Change In Mean

1

F0NoSlsEstsRevUp1Wk

Most Recent FY (F0) # of Analysts' Estimates Increased 1 Week-Current

1

F0NoSlsEstsRevDn1Wk

Most Recent FY (F0) # of Analysts' Estimates Decreased 1 Week-Current

1

F01MoPctChngInAvg

Most Recent FY (F0) 1-Month Percentage Change In Mean

1

F0NoSlsEstsRevUp1Mo

Most Recent FY (F0) # of Analysts' Estimates Increased 1 Month-Current

1

F0NoSlsEstsRevDn1Mo

Most Recent FY (F0) # of Analysts' Estimates Decreased 1 Month-Current

1

F03MoPctChngInAvg

Most Recent FY (F0) 3-Month Percentage Change In Mean

1

F0NoSlsEstsRevUp3Mos

Most Recent FY (F0) # of Analysts' Estimates Increased 3 Months-Current

1

F0NoSlsEstsRevDn3Mos

Most Recent FY (F0) # of Analysts' Estimates Decreased 3 Months-Current

1

F1DateFiscYrEnd

Current FY (F1) Date of Fiscal Year End (YYYYMMDD)

1

F1AvgSlsEst

Current FY (F1) Mean Revenue Estimate

1

F11WkChngInAvg

Current FY (F1) 1-Week % Change In Mean

1

F1NoSlsEstRevUp1Wk

Current FY (F1) # of Estimate Revisions Up Last 7 Days

1

F1NoSlsEstRevDn1Wk

Current FY (F1) # of Estimate Revisions Down Last 7 Days

1

F11MoChngInAvg

Current FY (F1) 1-Month % Change In Mean

1

F1NoSlsEstRevUp1Mo

Current FY (F1) # of Estimate Revisions Up Last 30 Days

1

F1NoSlsEstRevDn1Mo

Current FY (F1) # of Estimate Revisions Down Last 30 Days

1

F13MoChngInAvg

Current FY (F1) 3-Month % Change In Mean

1

F1NoSlsEstRevUp3Mos

Current FY (F1) # of Estimate Revisions Up Last 90 Days

1

F1NoSlsEstRevDn3Mos

Current FY (F1) # of Estimate Revisions Down Last 90 Days

1

F2DateFiscYrEnd

Two Years Out (F2) Date of Fiscal Year End (YYYYMMDD)

1

F2AvgSlsEst

Two Years Out (F2) Mean Revenue Estimate

1

F21WkPctChngInAvg

Two Years Out (F2) 1-Week Percentage Change In Mean

1

F2NoSlsEstsRevUp1Wk

Two Years Out (F2) # of Analysts' Estimates Increased 1 Week-Current

1

F2NoSlsEstsRevDn1Wk

Two Years Out (F2) # of Analysts' Estimates Decreased 1 Week-Current

1

F21MoPctChngInAvg

Two Years Out (F2) 1-Month Percentage Change In Mean

1

F2NoSlsEstsRevUp1Mo

Two Years Out (F2) # of Analysts' Estimates Increased 1 Month-Current

1

F2NoSlsEstsRevDn1Mo

Two Years Out (F2) # of Analysts' Estimates Decreased 1 Month-Current

1

F23MoPctChngInAvg

Two Years Out (F2) 3-Month Percentage Change In Mean

1

F2NoSlsEstsRevUp3Mos

Two Years Out (F2) # of Analysts' Estimates Increased 3 Months-Current

1

F2NoSlsEstsRevDn3Mos

Two Years Out (F2) # of Analysts' Estimates Decreased 3 Months-Current

1

Q0DateFiscQtrEnd

Most Recent Qtr (Q0) Date of Fiscal Quarter End (YYYYMMDD)

1

Q0AvgSlsEst

Most Recent Qtr (Q0) Mean Revenue Estimate

1

Q01WkPctChngInAvg

Most Recent Qtr (Q0) 1-Week Percentage Change In Mean

1

Q0NoSlsEstsRevUp1Wk

Most Recent Qtr (Q0) # of Analysts' Estimates Increased 1 Week-Current

1

Q0NoSlsEstsRevDn1Wk

Most Recent Qtr (Q0) # of Analysts' Estimates Decreased 1 Week-Current

1

Q01MoPctChngInAvg

Most Recent Qtr (Q0) 1-Month Percentage Change In Mean

1

Q0NoSlsEstsRevUp1Mo

Most Recent Qtr (Q0) # of Analysts' Estimates Increased 1 Month-Current

1

Q0NoSlsEstsRevDn1Mo

Most Recent Qtr (Q0) # of Analysts' Estimates Decreased 1 Month-Current

1

Q03MoPctChngInAvg

Most Recent Qtr (Q0) 3-Month Percentage Change In Mean

1

Q0NoSlsEstsRevUp3Mos

Most Recent Qtr (Q0) # of Analysts' Estimates Increased 3 Months-Current

1

Q0NoSlsEstsRevDn3Mos

Most Recent Qtr (Q0) # of Analysts' Estimates Decreased 3 Months-Current

1

Q1DateFiscQtrEnd

Current Qtr (Q1) Date of Fiscal Quarter End (YYYYMMDD)

1

Q1AvgSlsEst

Current Qtr (Q1) Mean Revenue Estimate

1

Q11WkChngInAvg

Current Qtr (Q1) 1-Week % Change In Mean

1

Q1NoSlsEstRevUp1Wk

Current Qtr (Q1) # of Estimate Revisions Up Last 7 Days

1

Q1NoSlsEstRevDn1Wk

Current Qtr (Q1) # of Estimate Revisions Down Last 7 Days

1

Q11MoChngInAvg

Current Qtr (Q1) 1-Month % Change In Mean

1

Q1NoSlsEstRevUp1Mo

Current Qtr (Q1) # of Estimate Revisions Up Last 30 Days

1

Q1NoSlsEstRevDn1Mo

Current Qtr (Q1) # of Estimate Revisions Down Last 30 Days

1

Q13MoChngInAvg

Current Qtr (Q1) 3-Month % Change In Mean

1

Q1NoSlsEstRevUp3Mos

Current Qtr (Q1) # of Estimate Revisions Up Last 90 Days

1

Q1NoSlsEstRevDn3Mos

Current Qtr (Q1) # of Estimate Revisions Down Last 90 Days

1

Q2DateFiscQtrEnd

Two Qtrs Out (Q2) Date of Fiscal Quarter End (YYYYMMDD)

1

Q2AvgSlsEst

Two Qtrs Out (Q2) Mean Revenue Estimate

1

Q21WkPctChngInAvg

Two Qtrs Out (Q2) 1-Week Percentage Change In Mean

1

Q2NoSlsEstsRevUp1Wk

Two Qtrs Out (Q2) # of Analysts' Estimates Increased 1 Week-Current

1

Q2NoSlsEstsRevDn1Wk

Two Qtrs Out (Q2) # of Analysts' Estimates Decreased 1 Week-Current

1

Q21MoPctChngInAvg

Two Qtrs Out (Q2) 1-Month Percentage Change In Mean

1

Q2NoSlsEstsRevUp1Mo

Two Qtrs Out (Q2) # of Analysts' Estimates Increased 1 Month-Current

1

Q2NoSlsEstsRevDn1Mo

Two Qtrs Out (Q2) # of Analysts' Estimates Decreased 1 Month-Current

1

Q23MoPctChngInAvg

Two Qtrs Out (Q2) 3-Month Percentage Change In Mean

1

Q2NoSlsEstsRevUp3Mos

Two Qtrs Out (Q2) # of Analysts' Estimates Increased 3 Months-Current

1

Q2NoSlsEstsRevDn3Mos

Two Qtrs Out (Q2) # of Analysts' Estimates Decreased 3 Months-Current

1

Q3DateFiscQtrEnd

Three Qtrs Out (Q3) Date of Fiscal Quarter End (YYYYMMDD)

1

Q3AvgSlsEst

Three Qtrs Out (Q3) Mean Revenue Estimate

1

Q31WkPctChngInAvg

Three Qtrs Out (Q3) 1-Week Percentage Change In Mean

1

Q3NoSlsEstsRevUp1Wk

Three Qtrs Out (Q3) # of Analysts' Estimates Increased 1 Week-Current

1

Q3NoSlsEstsRevDn1Wk

Three Qtrs Out (Q3) # of Analysts' Estimates Decreased 1 Week-Current

1

Q31MoPctChngInAvg

Three Qtrs Out (Q3) 1-Month Percentage Change In Mean

1

Q3NoSlsEstsRevUp1Mo

Three Qtrs Out (Q3) # of Analysts' Estimates Increased 1 Month-Current

1

Q3NoSlsEstsRevDn1Mo

Three Qtrs Out (Q3) # of Analysts' Estimates Decreased 1 Month-Current

1

Q33MoPctChngInAvg

Three Qtrs Out (Q3) 3-Month Percentage Change In Mean

1

Q3NoSlsEstsRevUp3Mos

Three Qtrs Out (Q3) # of Analysts' Estimates Increased 3 Months-Current

1

Q3NoSlsEstsRevDn3Mos

Three Qtrs Out (Q3) # of Analysts' Estimates Decreased 3 Months-Current

1

Q4DateFiscQtrEnd

Four Qtrs Out (Q4) Date of Fiscal Quarter End (YYYYMMDD)

1

Q4AvgSlsEst

Four Qtrs Out (Q4) Mean Revenue Estimate

1

Q41WkPctChngInAvg

Four Qtrs Out (Q4) 1-Week Percentage Change In Mean

1

Q4NoSlsEstsRevUp1Wk

Four Qtrs Out (Q4) # of Analysts' Estimates Increased 1 Week-Current

1

Q4NoSlsEstsRevDn1Wk

Four Qtrs Out (Q4) # of Analysts' Estimates Decreased 1 Week-Current

1

Q41MoPctChngInAvg

Four Qtrs Out (Q4) 1-Month Percentage Change In Mean

1

Q4NoSlsEstsRevUp1Mo

Four Qtrs Out (Q4) # of Analysts' Estimates Increased 1 Month-Current

1

Q4NoSlsEstsRevDn1Mo

Four Qtrs Out (Q4) # of Analysts' Estimates Decreased 1 Month-Current

1

Q43MoPctChngInAvg

Four Qtrs Out (Q4) 3-Month Percentage Change In Mean

1

Q4NoSlsEstsRevUp3Mos

Four Qtrs Out (Q4) # of Analysts' Estimates Increased 3 Months-Current

1

Q4NoSlsEstsRevDn3Mos

Four Qtrs Out (Q4) # of Analysts' Estimates Decreased 3 Months-Current

1

DateMostRecChng

Date of Most Recent Change (YYYYMMDD)

1

Q0ReportFlag

Most Recent Qtr (Q0) Report Flag (1 If Most Recent Qtr (Q0) Has Reported; 0 If Not)

1

F0ReportFlag

Most Recent FY (F0) Report Flag (1 If F0 Has Reported; 0 If Not)

1

F0MedSlsEst

Most Recent FY (F0) Median Revenue Estimate

1

F1MedSlsEst

Current FY (F1) Median Revenue Estimate

1

F2MedSlsEst

Two Years Out (F2) Median Revenue Estimate

1

Q0MedSlsEst

Most Recent Qtr (Q0) Median Revenue Estimate

1

Q1MedSlsEst

Current Qtr (Q1) Median Revenue Estimate

1

Q2MedSlsEst

Two Qtrs Out (Q2) Median Revenue Estimate

1

Q3MedSlsEst

Three Qtrs Out (Q3) Median Revenue Estimate

1

Q4MedSlsEst

Four Quarters Out (Q4) Median Estimate

1

TPC: Target Price Consensus File This data set focuses on current target price estimates and associated statistics. Target prices are the prices at which brokers predict a stock will rise or fall to within the next year. N/A values are represented as null or empty fields.

Data Point Name

Description

Unit Cost

DataCode

Data Identification code

1

ZacksMaster

Zacks Unique Master ID Code, created by Zacks as a permanent identifier to link a company to its traded stock, which will survive mergers, acquisitions, spinoffs, listings, delistings, etc. through time.

1

Ticker

Zacks Exchange Ticker Symbol

Free

CoName

Company Name

Free

ZacksExpandedIndCode

Zacks Expanded Industry Code

1

HiTgtPriceEst

High Target Price Estimate

1

LoTgtPriceEst

Low Target Price Estimate

1

AvgTgtPriceEst

Mean Target Price Estimate

1

StDev

Standard Deviation

1

NoEstsInCons

Number of Estimates in Consensus

1

DateMostRecEst

Date of Most Recent Estimate

1

NoEstsRaised

Number of Estimates Raised

1

NoEstsLowered

Number of Estimates Lowered

1

DPV: Daily Price Data File – This data set provides yesterday’s end–of–day open, high, low, and close price for each ticker.

Data Point Name

Description

Unit Cost

Ticker

Zacks Exchange Ticker Symbol

Free

CoName

Company Name

Free

OpeningPrice

Yesterday's Opening Price

1

HiPrice

Yesterday's High Price

1

LoPrice

Yesterday's Low Price

1

ClosingPrice

Yesterday's Closing Price

1

Vol

Yesterday's Volume

1

ZK1: Custom Profile 1 – This data set provides a selection of fundamental statistics and company profile information. It’s kind of a more condensed version of CZ1. N/A values are represented as “N/A” for numbers or “--------“ for dates.

Data Point Name

Description

Unit Cost

CoName

Company

Free

Ticker

Zacks Exchange Ticker Symbol

Free

FiscMoEnd

Fiscal Month End

1

PctHeldInsiders

% Held by Insiders

1

PctHeldInstitutions

% Held by Institutions

1

IAD

Indicated Annual Dividend

1

Beta

60 Month Beta

1

LastExDivAmount

Last Ex-Dividend Amount ($/sh)

1

LastExDivDate

Last Ex-Dividend Date

1

SharesOut

Shares Outstanding

1

DivYield

DividendYield

1

FR1EPSEst

Current Fiscal Yr Cons Est

1

Exch

Code Representing Primary Stock Exchange Traded

1

FiveYrHistEPSGr

5 Yr Hist EPS Gr

1

MarketCap

Market Cap ($mil)

1

SplitFactor

Split Factor

1

DilEPSGAAPQtr

Diluted EPS-Net Last Qtr ($/sh)

1

SICCODE

SIC Code

1

TtlAssets

Total Assets

1

TtlLiab

Total Liabilities

1

LTDebt

Long Term Debt

1

DilutedEPSBNRIQtr

Diluted EPS-Before Non-Recurring Items Last Qtr ($/sh)

1

AvgVol20Days

Average Daily Volume Last 20 Days

1

DilEPSGAAPTTM

Diluted EPS-NET TTM ($/sh)

1

ZK2: Institutional/Insider Holdings – This data set provides the percentage of outstanding shares held by institutional investors and by company insiders. N/A values are represented as “N/A” for numbers or “00/00/0000” for dates.

Data Point Name

Description

Unit Cost

Ticker

Zacks Exchange Ticker Symbol

Free

CoName

Company

Free

FYEMo

Fye Month

1

SplitDate

Split Date

1

SplitFactor

Split Factor

1

PctHeldInsiders

Insider Ownership %

1

PctHeldInstitutions

Institutional Ownership %

1

SharesOut

Shares Outstanding

1

ZK3: Custom File 3 – This data set provides a selection of fundamental statistics and stock price performance trends. N/A values are represented as “N/A”.

Data Point Name

Description

Unit Cost

CoName

Company Name

Free

Ticker

Zacks Exchange Ticker Symbol

Free

MarketCap

Market Cap

1

SectCode

Sector Code

1

IndCode

Industry Code

1

CurrPrice

Current Price (EOD)

1

Hi52Wk

52 Week High Price

1

Lo52Wk

52 Week Low Price

1

AvgDlyVol20Days

Average Daily Volume Last 20 Days

1

Beta

60 Month Beta

1

Q0EPSBNRI

Quarterly EPS Before Non-Recurring Items (Latest Qtr)

1

Q-1EPSBNRI

Quarterly EPS Before Non-Recurring Items (1 quarter back)

1

Q-2EPSBNRI

Quarterly EPS Before Non-Recurring Items (2 quarters back)

1

Q-3EPSBNRI

Quarterly EPS Before Non-Recurring Items (3 quarters back)

1

Q-4EPSBNRI

Quarterly EPS Before Non-Recurring Items (4 quarters back)

1

TTMSales

12 Month Sales ($Mil)

1

F0BVPS

Book Value ($/Sh) (Latest FY)

1

F0CF

Cash Flow (Latest FY)

1

Q0CashMS

Cash & Markt Secs Qtr. ($Mil) (Latest Qtr)

1

Q0SharesOut

Shares Outstanding (Latest Qtr)

1

Q0ROE

Return On Equity (Latest Qtr)

1

Q0ROA

Return On Assets (Latest Qtr)

1

Q0ROI

Return On Investment (Latest Qtr)

1

DivYield

Dividend Yield

1

IAD

Indicated Annual Div.

1

DivPayout

Payout Ratio

1

TTMOpMarg

Operating Margin (TTM)

1

TTMNetMarg

Net Margin (TTM)

1

TTMPreTaxMarg

Pretax Margin (TTM)

1

Q0QuickRatio

Quick Ratio (Latest Qtr)

1

Q0CurrRatio

Current Ratio (Latest Qtr)

1

F0DebtEquityRatio

Debt/Equity (Latest FY)

1

TTMPE

P/E Using 12 Mon. Eps

1

F0PSales

Price/Sales (Latest FY)

1

Q0PBV

Price/Book (Latest Qtr)

1

F0PCF

Price/Cash Flow (Latest FY)

1

ChngPrice1Wk

% Change Price - 1 Week

1

ChngPrice4Wks

% Change Price - 4 Weeks

1

ChngPrice12Wks

% Change Price - 12 Weeks

1

ChngPrice24Wks

% Change Price - 24 Weeks

1

ChngPrice52Wks

% Change Price - 52 Weeks

1

ChngPriceYTD

% Change Price - YTD

1

ChngPrice1WkRelSP500

% Change Price - 1 Wk Rel. To S&P

1

ChngPrice4WksRelSP500

% Change Price - 4 Wks Rel To S&P

1

ChngPrice12WksRelSP500

% Change Price - 12 Wks Rel To S&P

1

ChngPrice24WksRelSP500

% Change Price - 24 Wks Rel To S&P

1

ChngPrice52WksRelSP500

% Change Price - 52 Wks Rel To S&P

1

ChngPriceYTDReltoSP500

% Change Price - YTD Rel To S&P

1

F0YEPrice

Year-End Price (Most Recent Year End)

1

F-1YEPrice

Year-End Price (1 Year Back)

1

F-2YEPrice

Year-End Price (2 Years Back)

1

F-3YEPrice

Year-End Price (3 Years Back)

1

F-4YEPrice

Year-End Price (4 Years Back)

1

TTMEPSBNRI

12 Month EPS Before Non-Recurring Items

1

TTMNetInc

Trailing 12 Month Reported Net Income

1

QR0EndDate

Last Reported Fiscal Qtr End Date

1

ZN1: Earnings Estimates & Long Term Growth This data set focuses on earnings estimates for the next few quarters and projected growth rates derived from estimates. N/A values are represented as “999.00”.

Data Point Name

Description

Unit Cost

Ticker

Zacks Exchange Ticker Symbol

Free

CoName

Company Name

Free

QR1EndDate

Current Qtr (QR1) End Date (YYYYMM)

1

QR1AvgEPSEst

Current Qtr (QR1) Average EPS Estimate

1

QR2EndDate

Next Qtr (QR2) End Date (YYYYMM)

1

QR2AvgEPSEst

Next Qtr (QR2) Average EPS Estimate

1

FR1EndDate

Current FY (FR1) End Date (YYYYMM)

1

FR1AvgEPSEst

Current FY (FR1) Average EPS Estimate

1

FR2EndDate

Next FY (FR2) End Date (YYYYMM)

1

FR2AvgEPSEst

Next FY (FR2) Average EPS Estimate

1

NoQR1Ests

Current Qtr (QR1) Number of Estimates

1

NoQR2Ests

Next Qtr (QR1) Number of Estimates

1

NoFR1Ests

Current FY (FR1) Number of Estimates

1

NoFR2Ests

Next FY (FR2) Number of Estimates

1

QR1HiEPSEst

Current Qtr (QR1) High EPS Estimate

1

QR2HiEPSEst

Next Qtr (QR2) High EPS Estimate

1

FR1HiEPSEst

Current FY (FR1) High EPS Estimate

1

FR2HiEPSEst

Next FY (FR2) High EPS Estimate

1

QR1LoEPSEst

Current Qtr (QR1) Low EPS Estimate

1

QR2LoEPSEst

Next Qtr (QR2) Low EPS Estimate

1

FR1LoEPSEst

Current FY (FR1) Low EPS Estimate

1

FR2LoEPSEst

Next FY (FR2) Low EPS Estimate

1

QR-3ActlEPS

Three Qtrs Prior (QR-3) Actual EPS

1

QR-2ActlEPS

Two Qtrs Prior Actual EPS (QR-2)

1

FR0ActlEPS

Last FY Actual EPS (FR0)

1

GrQR1AvgEstOverQR-3Actl

% Growth, Current Qtr Average EPS Estimate Over Year-Prior Qtrly EPS Actual

1

GrQR2AvgEstOverQR-2Actl

% Growth, Next Qtr Average EPS Estimate Over Year-Prior Qtrly EPS Actual

1

GrFR1AvgEstOverFR0Actl

% Growth, Current FY Average EPS Estimate Over Most Recent FY EPS Actual

1

GrFR2EstOverFR1Est

% Growth, Next FY Average EPS Estimate Over Current FY Average EPS Estimate

1

LTGAvgEst

Long Term Growth Current Average Estimate

1

NoLTGEsts

LTG Number of Estimates

1

LTGHiEst

Long Term Growth High Estimate

1

LTGLoEst

Long Term Growth Low Estimate

1

ZN2: Earnings Estimates Revision Trend – This data set focuses on earnings and long term growth estimates today versus one week, one month, two months, and three months ago, for the next two fiscal quarters and fiscal years. N/A values are represented as “999.00”.

Data Point Name

Description

Unit Cost

Ticker

Zacks Exchange Ticker Symbol

Free

CoName

Company Name

Free

QR1EndDate

Current Qtr (QR1) End Date (YYYYMM)

1

QR1AvgEPSEstCurr

Current Qtr (QR1) Average EPS Estimate - Current

1

QR1AvgEPSEst1WkAgo

Current Qtr (QR1) Average EPS Estimate - 7 Days Ago

1

QR1AvgEPSEst1MoAgo

Current Qtr (QR1) Average EPS Estimate - 30 Days Ago

1

QR1AvgEPSEst60DaysAgo

Current Qtr (QR1) Average EPS Estimate - 60 Days Ago

1

QR1AvgEPSEst3MosAgo

Current Qtr (QR1) Average EPS Estimate - 90 Days Ago

1

QR2EndDate

Next Qtr (QR2) End Date (YYYYMM)

1

QR2AvgEPSEstCurr

Next Qtr (QR2) Average EPS Estimate - Current

1

QR2AvgEPSEst1WkAgo

Next Qtr (QR2) Average EPS Estimate - 7 Days Ago

1

QR2AvgEPSEst1MoAgo

Next Qtr (QR2) Average EPS Estimate - 30 Days Ago

1

QR2AvgEPSEst60DaysAgo

Next Qtr (QR2) Average EPS Estimate - 60 Days Ago

1

QR2AvgEPSEst3MosAgo

Next Qtr (QR2) Average EPS Estimate - 90 Days Ago

1

FR1EndDate

Current FY (FR1) End Date (YYYYMM)

1

FR1AvgEPSEstCurr

Current FY (FR1) Average EPS Estimate - Current

1

FR1AvgEPSEst1WkAgo

Current FY (FR1) Average EPS Estimate - 7 Days Ago

1

FR1AvgEPSEst1MoAgo

Current FY (FR1) Average EPS Estimate - 30 Days Ago

1

FR1AvgEPSEst60DaysAgo

Current FY (FR1) Average EPS Estimate - 60 Days Ago

1

FR1AvgEPSEst3MosAgo

Current FY (FR1) Average EPS Estimate - 90 Days Ago

1

FR2EndDate

Next FY (FR2) End Date (YYYYMM)

1

FR2AvgEPSEstCurr

Next FY (FR2) Average EPS Estimate - Current

1

FR2AvgEPSEst1WkAgo

Next FY (FR2) Average EPS Estimate - 7 Days Ago

1

FR2AvgEPSEst1MoAgo

Next FY (FR2) Average EPS Estimate - 30 Days Ago

1

FR2AvgEPSEst60DaysAgo

Next FY (FR2) Average EPS Estimate - 60 Days Ago

1

FR2AvgEPSEst3MosAgo

Next FY (FR2) Average EPS Estimate - 90 Days Ago

1

LTGAvgEstCurr

Long Term Growth Average Estimate - Current

1

LTGAvgEst1WkAgo

Long Term Growth Average Estimate - 7 Days Ago

1

LTGAvgEst1MoAgo

Long Term Growth Average Estimate - 30 Days Ago

1

LTGAvgEst60DaysAgo

Long Term Growth Average Estimate - 60 Days Ago

1

LTGAvgEst3MosAgo

Long Term Growth Average Estimate - 90 Days Ago

1

ZN3: Earnings Surprise File – This data set focuses on earnings surprises over the most recent and four prior quarters. Earnings surprises are the percentage difference between actual earnings per share and corresponding estimated earnings per share. N/A values are represented as “999.00”.

Data Point Name

Description

Unit Cost

Ticker

Zacks Exchange Ticker Symbol

Free

CoName

Company Name

Free

QR0EndDate

Most Recent Qtr (QR0) End Date (YYYYMM)

1

QR0AvgEPSEst

Most Recent Qtr (QR0) Average EPS Estimate

1

QR0EPSActl

Most Recent Qtr (QR0) Actual EPS

1

QR0DiffActlvsEst

Most Recent Qtr (QR0) Difference (Actual - Estimate)

1

QR0SurpPcnt

Most Recent Qtr (QR0) Surprise Percent

1

QR-1EndDate

One Qtr Prior (QR-1) End Date (YYYYMM)

1

QR-1AvgEPSEst

One Qtr Prior (QR-1) Average EPS Estimate

1

QR-1EPSActl

One Qtr Prior (QR-1) Actual EPS

1

QR-1DiffActlvsEst

One Qtr Prior (QR-1) Difference (Actual - Estimate)

1

QR-1SurpPcnt

One Qtr Prior (QR-1) Surprise Percent

1

QR-2EndDate

Two Qtrs Prior (QR-2) End Date (YYYYMM)

1

QR-2AvgEPSEst

Two Qtrs Prior (QR-2) Average EPS Estimate

1

QR-2EPSActl

Two Qtrs Prior (QR-2) Actual EPS

1

QR-2DiffActlvsEst

Two Qtrs Prior (QR-2) Difference (Actual - Estimate)

1

QR-2SurpPcnt

Two Qtrs Prior (QR-2) Surprise Percent

1

QR-3EndDate

Three Qtrs Prior (QR-3) End Date (YYYYMM)

1

QR-3AvgEPSEst

Three Qtrs Prior (QR-3) Average EPS Estimate

1

QR-3EPSActl

Three Qtrs Prior (QR-3) Actual EPS

1

QR-3DiffActlvsEst

Three Qtrs Prior (QR-3) Difference (Actual - Estimate)

1

QR-3SurpPcnt

Three Qtrs Prior (QR-3) Surprise Percent

1

QR-4EndDate

Four Qtrs Prior (QR-4) End Date (YYYYMM)

1

QR-4AvgEPSEst

Four Qtrs Prior (QR-4) Average EPS Estimate

1

QR-4EPSActl

Four Qtrs Prior (QR-4) Actual EPS

1

QR-4DiffActlvsEst

Four Qtrs Prior (QR-4) Difference (Actual - Estimate)

1

QR-4SurpPcnt

Four Qtrs Prior (QR-4) Surprise Percent

1

ZN4: Earnings Growth Rates – This data set focuses on projected earnings growth rates based on future estimates for the company, its industry, and the S&P 500. N/A values are represented as “999.0”.

Data Point Name

Description

Unit Cost

Ticker

Zacks Exchange Ticker Symbol

Free

FileProdDate

File Production Date (YYYYMMDD)

Free

CoName

Company Name

1

ZacksIndGrpNo

Zacks Industry Group Number

1

ZacksIndGrpName

Zacks Industry Group Name (See Note)

1

CoIndFR1EndDate

Com/Ind Current FY (FR1) End (YYYY)

1

CoIndFR2EndDate

Com/Ind Next FY (FR2) End (YYYY)

1

CoIndFR3EndDate

Com/Ind Second FY (FR3) End (YYYY)

1

Co5YrActlEPSGr

Company Last 5 Yr Actual % EPS Growth

1

CoFR2FR1EPSGr

Company Next FY/Curr FY % EPS Growth

1

CoFR3FR2EPSGr

Company Third FY/Next FY % EPS Growth

1

CoLTGAvgEst

Company Long Term Growth Rate Average Estimate

1

CoForwardPE

Company Forward (FR1) P/E Ratio

1

Ind5YrActlEPSGr

Industry Last 5 Yr Actual % EPS Growth

1

IndFR2FR1FYEPSGr

Industry Next FY/Curr FY % EPS Growth

1

IndFR3FR2FYEPSGr

Industry Third FY/Next FY % EPS Growth

1

IndLTGAvgEst

Industry Long Term Growth Rate Average Estimate

1

IndForwardPE

Industry Forward (FR1) P/E Ratio

1

SP5005YrActlEPSGr

S&P 500 Last 5 Yr Actual % EPS Growth

1

SP500FR2FR1EPSGr

S&P 500 Next FY/Curr FY % EPS Growth

1

SP500FR3FR2EPSGr

S&P 500 Third FY/Next FY % EPS Growth

1

SP500LTGAvgEst

S&P 500 Long Term Growth Rate Average Estimate

1

SP500ForwardPE

S&P 500 Forward (FR1) P/E Ratio

1

ZN5: Analyst Ratings – This data set focuses on the number of analysts that rate each stock as a Strong Sell, Sell, Hold, Buy, and Strong Buy, as well as the consensus average recommendation. Figures are provided for current ratings as well as recent figures from 1, 2, and 3 months ago to show a recent trend up or down. N/A values are represented as “999.00” for number of analysts and “0.00” for ratings.

Data Point Name

Description

Unit Cost

Ticker

Zacks Exchange Ticker Symbol

Free

CoName

Company Name

Free

NoStrBuyRtngsCurr

Number of Strong Buy Ratings - Current

1

NoStrBuyRtngs1MoAgo

Number of Strong Buy Ratings - 1 Month Ago

1

NoStrBuyRtngs2MosAgo

Number of Strong Buy Ratings - 2 Months Ago

1

NoStrBuyRtngs3MosAgo

Number of Strong Buy Ratings - 3 Months Ago

1

NoModBuyRtngsCurr

Number of Moderate Buy Ratings - Current

1

NoModBuyRtngs1MoAgo

Number of Moderate Buy Ratings - 1 Month Ago

1

NoModBuyRtngs2MosAgo

Number of Moderate Buy Ratings - 2 Months Ago

1

NoModBuyRtngs3MosAgo

Number of Moderate Buy Ratings - 3 Months Ago

1

NoHoldRtngsCurr

Number of Hold Ratings - Current

1

NoHoldRtngs1MoAgo

Number of Hold Ratings - 1 Month Ago

1

NoHoldRtngs2MosAgo

Number of Hold Ratings - 2 Months Ago

1

NoHoldRtngs3MosAgo

Number of Hold Ratings - 3 Months Ago

1

NoModSellRtngsCurr

Number of Moderate Sell Ratings - Current

1

NoModSellRtngs1MoAgo

Number of Moderate Sell Ratings - 1 Month Ago

1

NoModSellRtngs2MosAgo

Number of Moderate Sell Ratings - 2 Months Ago

1

NoModSellRtngs3MosAgo

Number of Moderate Sell Ratings - 3 Months Ago

1

NoStrSellRtngsCurr

Number of Strong Sell Ratings - Current

1

NoStrSellRtngs1MoAgo

Number of Strong Sell Ratings - 1 Month Ago

1

NoStrSellRtngs2MosAgo

Number of Strong Sell Ratings - 2 Months Ago

1

NoStrSellRtngs3MosAgo

Number of Strong Sell Ratings - 3 Months Ago

1

AvgRatingCurr

Average Rating - Current

1

AvgRating1MoAgo

Average Rating - 1 Month Ago

1

AvgRating2MoAgo

Average Rating - 2 Month Ago

1

AvgRating3MoAgo

Average Rating - 3 Month Ago

1

ZN6: Analyst Revisions & Histogram – This data set focuses on recent estimate and ratings revisions over the last 7 and 30 days, along with expected earnings report dates coming up. This information can be used to produce a histogram chart indicating the potential for an earnings surprise. N/A values are represented as “999.000”.

Data Point Name

Description

Unit Cost

Ticker

Zacks Exchange Ticker Symbol

Free

FileProdDate

File Production Date (YYYYMMDD)

1

CoName

Company Name

Free

FR0EndDate

Most Recent FY (FR0) End Date (YYYYMM)

1

QR0EndDate

Most Recent Qtr (QR0) End Date (YYYYMM)

1

QR1ExpRepDate

Current Qtr (QR1) Expected Report Date (YYYYMMDD)

1

QR2ExpRepDate

Next Qtr (QR2) Expected Report Date (YYYYMMDD)

1

FR1ExpRepDate

Current FY (FR1) Expected Report Date (YYYYMMDD)

1

FR2ExpRepDate

Next FY (FR2) Expected Report Date (YYYYMMDD)

1

QR1StDevEPSEsts

Current Qtr (QR1) Standard Deviation of EPS Estimates

1

QR2StDevEPSEsts

Next Qtr (QR2) Standard Deviation of EPS Estimates

1

FR1StDevEPSEsts

Current FY (FR1) Standard Deviation of EPS Estimates

1

FR2StDevEPSEsts

Next FY (FR2) Standard Deviation of EPS Estimates

1

LTGStDevEsts

Long Term Growth Standard Deviation of Estimates

1

QR1MedEPSEst

Current Qtr (QR1) Median EPS Estimate

1

QR2MedEPSEst

Next Qtr (QR2) Median EPS Estimate

1

FR1MedEPSEst

Current FY (FR1) Median EPS Estimate

1

FR2MedEPSEst

Next FY (FR2) Median EPS Estimate

1

LTGMedEst

Long Term Growth Median Estimate

1

QR1NoRevUp1Wk

Current Qtr (QR1) # Revisions Up Last 7 Days

1

QR1NoRevDn1Wk

Current Qtr (QR1) # Revisions Down Last 7 Days

1

QR2NoRevUp1Wk

Next Qtr (QR2) # Revisions Up Last 7 Days

1

QR2NoRevDn1Wk

Next Qtr (QR2) # Revisions Down Last 7 Days

1

FR1NoRevUp1Wk

Current FY (FR1) # Revisions Up Last 7 Days

1

FR1NoRevDn1Wk

Current FY (FR1) # Revisions Down Last 7 Days

1

FR2NoRevUp1Wk

Next FY (FR2) # Revisions Up Last 7 Days

1

FR2NoRevDn1Wk

Next FY (FR2) # Revisions Down Last 7 Days

1

QR1NoRevUp1Mo

Current Qtr (QR1) # Revisions Up Last 30 Days

1

QR1NoRevDn1Mo

Current Qtr (QR1) # Revisions Down Last 30 Days

1

QR2NoRevUp1Mo

Next Qtr (QR2) # Revisions Up Last 30 Days

1

QR2NoRevDn1Mo

Next Qtr (QR2) # Revisions Down Last 30 Days

1

FR1NoRevUp1Mo

Current FY (FR1) # Revisions Up Last 30 Days

1

FR1NoRevDn1Mo

Current FY (FR1) # Revisions Down Last 30 Days

1

FR2NoRevUp1Mo

Next FY (FR2) # Revisions Up Last 30 Days

1

FR2NoRevDn1Mo

Next FY (FR2) # Revisions Down Last 30 Days

1

AvgRatingCurr

Average Rating (Current)

1

AvgRating1WkAgo

Average Rating - 7 Days Ago

1

AvgRating14DaysAgo

Average Rating - 14 Days Ago

1

AvgRating21DaysAgo

Average Rating - 21 Days Ago

1

AvgRating28DaysAgo

Average Rating - 28 Days Ago

1

AvgRating35DaysAgo

Average Rating - 35 Days Ago

1

ExchCode

Code Representing Primary Stock Exchange Traded

1

LTGNoRevUp1Wk

Long Term Growth # Revisions Up Last 7 Days

1

LTGNoRevDn1Wk

Long Term Growth # Revisions Down Last 7 Days

1

LTGNoRevUp1Mo

Long Term Growth # Revisions Up Last 30 Days

1

LTGNoRevDn1Mo

Long Term Growth # Revisions Down Last 30 Days

1

NoStrBuyRtngs1Wk

Number of Strong Buy Ratings: 7 Days

1

NoModBuyRtngs1Wk

Number of Moderate Buy Ratings:  7 Days

1

NoHoldRtngs1Wk

Number of Hold Ratings:   7 Days

1

NoModSellRtngs1Wk

Number of Moderate Sell Ratings: 7 Days

1

NoStrSellRtngs1Wk

Number of Strong Sell Ratings: 7 Days

1

SrcCodeQR1ExpRepDate

Source Code For Current Qtr (QR1) Expected Report Date ("C" = date provided by company; "E" = date estimated, based upon company's reporting history.)

1

SrcCodeQR2ExpRepDate

Source Code For Next Qtr (QR2) Expected Report Date ("C" = date provided by company; "E" = date estimated, based upon company's reporting history.)

1

SrcCodeFR1ExpRepDate

Source Code For Current FY (FR1) Expected Report Date ("C" = date provided by company; "E" = date estimated, based upon company's reporting history.)

1

SrcCodeFR2ExpRepDate

Source Code For Next FY (FR2) Expected Report Date ("C" = date provided by company; "E" = date estimated, based upon company's reporting history.)

1

TimeDayQR1

Time Of Day For Current Qtr (QR1) Expected Report Date ("BTO" = Before the Open; "DMT" = During Market Trading; "AMC" = After Market Close; "NA" = Not Available.)

1

TimeDayQR2

Time Of Day For Next Qtr (QR2) Expected Report Date ("BTO" = Before the Open; "DMT" = During Market Trading; "AMC" = After Market Close; "NA" = Not Available.)

1

TimeDayFR1

Time Of Day For Current FY (FR1) Expected Report Date ("BTO" = Before the Open; "DMT" = During Market Trading; "AMC" = After Market Close; "NA" = Not Available.)

1

TimeDayFR2

Time Of Day For Next FY (FR2) Expected Report Date ("BTO" = Before the Open; "DMT" = During Market Trading; "AMC" = After Market Close; "NA" = Not Available.)

1

ZN7: Company vs Industry/Sector Earnings Analysis – This data set focuses on recent earnings estimates vs actual results for the last few quarters, and the next couple quarters and years going forward, for the company, its industry and sector, and the S&P 500. N/A values are represented as “-999.00”.

Data Point Name

Description

Unit Cost

Ticker

Zacks Exchange Ticker Symbol

Free

FileProdDate

File Production Date (YYYYMMDD)

1

CoName

Company Name

Free

StkPriceMostRecEOD

Price/Share - Most Recent EOD

1

FR2CoFYEndDate

Next FY (FR2) Company FY End Date (YYYYMM)

1

QR1CoQtrEndDate

Current Qtr (QR1) Company Qtr End Date (YYYYMM)

1

FR2IndSectFYEndDate

Next FY (FR2) Ind/Sector FY End Date (YYYYMM)

1

IndName

Industry Name

1

SectName

Sector Name

1

FR1AvgEPSEstCo

Current FY (FR1) Average EPS Estimate (Company)

1

AvgLTGEstCo

Current FY (FR1) Average LTG Estimate (Company)

1

AvgRatingCo

Current FY (FR1) Average Rating (Company)

1

ForwardPECo

P/E, Per Current FY (FR1) Average (Company)

1

FR1PEGCo

Next FY (FR2) PEG Ratio (Company) (Curr FY PE/LTG)

1

QR-3ActlEPSInd

Three Qtrs Prior (QR-3) Actual Earnings (Industry)

1

QR-2ActlInd

Two Qtrs Prior (QR-2) Actual Earnings (Industry)

1

QR1AvgEPSEstInd

Current Qtr (QR1) Average Earnings Estimate (Industry)

1

QR2AvgEPSEstInd

Next Qtr (QR2) Average Earnings Estimate (Industry)

1

F0ActlEPSInd

Most Recent FY (F0) Actual Earnings (Industry)

1

F1EPSEstInd

Current FY (F1) Earnings Estimate (Industry)

1

F2AvgEPSEstInd

Next FY (F2) Average Earnings Estimate (Industry)

1

AvgLTGEstInd

Current FY (FR1) Average LTG Estimate (Industry)

1

AvgRatingInd

Average Rating (Industry)

1

ForwardPEInd

P/E, Per Current FY (F1) Average (Industry)

1

FR1PEGInd

Current FY (FR1) PEG Ratio (Curr FY (FR1) PE/LTG)  (Industry)

1

DiffQR1vsQR-3Ind

% Diff, Current Qtr (QR1) Vs Three Qtrs Prior (QR-3) (Industry)

1

DiffQR2vsQR-2Ind

% Diff, Next Qtr (QR2) Vs Two Qtrs Prior (QR-2) (Industry)

1

DiffFR1vsFR0Ind

% Diff, Current FY (FR1) Vs Most Recent FY (FR0) (Industry)

1

DiffFR2vsFR1Ind

% Diff, Next FY (FR2) Vs Current FY (FR1) (Industry)

1

QR-3ActlEPSSect

Three Qtrs Prior (QR-3) Actual Earnings (Sector)

1

QR-2ActlSect

Two Qtrs Prior (QR-2) Actual Earnings (Sector)

1

QR1AvgEPSEstSect

Current Qtr (QR1) Average Earnings Estimate (Sector)

1

QR2AvgEPSEstSect

Next Qtr (QR2) Average Earnings Estimate (Sector)

1

F0ActlEPSSect

Most Recent FY (F0) Actual Earnings (Sector)

1

F1EPSEstSect

Current FY (F1) Average Earnings Estimate (Sector)

1

F2AvgEPSEstSect

Next FY (F2) Average Earnings Estimate (Sector)

1

AvgLTGEstSect

Current FY (FR1) Average LTG Estimate (Sector)

1

AvgRatingSect

Average Rating (Sector)

1

ForwardPESect

P/E, Per Current FY (F1) Average (Sector)

1

F1PEGSect

Current FY (F1) PEG Ratio(Current FY (F1) PE/LTG)  (Sector)

1

DiffQR1vsQR-3Sect

% Diff, Current Qtr (QR1) Vs Three Qtrs Prior (QR-3) (Sector)

1

DiffQR2vsQR-2Sect

% Diff, Next Qtr (QR2) Vs Two Qtrs Prior (QR-2) (Sector)

1

DiffFR1vsFR0Sect

% Diff, Current FY (FR1) Vs Most Recent FY (FR0) (Sector)

1

DiffFR2vsFR1Sect

% Diff, Next FY (FR2) Vs Current FY (FR1) (Sector)

1

QR-3ActlEPSSP500

Three Qtrs Prior (QR-3) Actual EPS (S&P 500)

1

QR-2ActlSP500

Two Qtrs Prior (QR-2) Actual (S&P 500)

1

QR1AvgEPSEstSP500

Current Qtr (QR1) Average EPS Estimate (S&P 500)

1

QR2AvgEPSEstSP500

Next Qtr (QR2) Average EPS Estimate (S&P 500)

1

FR0EstActlSP500

Most Recent FY (FR0) Estimate/Actual (S&P 500)

1

FR2EPSEstSP500

Next FY (FR2) EPS Estimate (S&P 500)

1

F2AvgEPSEstSP500

Next FY (F2) Average EPS Estimate (S&P 500)

1

AvgLTGEstSP500

Current FY (FR1) Average LTG Estimate (S&P 500)

1

AvgRatingSP500

Average Rating (S&P 500)

1

ForwardPESP500

P/E, Per Current FY (F1) Average (S&P 500)

1

FR1PEGSP500

Current FY (FR1) PEG Ratio (Next FY (FR2) PE/LTG) (S&P 500)

1

DiffQR1vsQR-3SP500

% Diff, Current Qtr (QR1) Vs Three Qtrs Prior (QR-3) (S&P 500)

1

DiffQR2vsQR-2SP500

% Diff, Next Qtr (QR2) Vs Two Qtrs Prior (QR-2) (S&P 500)

1

DiffFR1vsFR0SP500

% Diff, Current FY (FR1) Vs Most Recent FY (FR0) (S&P 500)

1

DiffFR2vsFR1SP500

% Diff, Next FY (FR2) Vs Current FY (FR1) (S&P 500)

1

HistoricEPSGrCo5Yr

Five Year Historic EPS Growth (Company)

1

HistoricEPSGrInd5Yr

Five Year Historic EPS Growth (Industry)

1

HistoricEPSGrSect5Yr

Five Year Historic EPS Growth (Sector)

1

HistoricEPSGrSP5005Yr

Five Year Historic EPS Growth (S&P 500)

1

ZN8: EPS Estimates & Analyst Ratings – This data set provides a basic starter collection of EPS estimates for the next two quarters and three years, plus current analyst ratings. N/A values are represented as “999.00”.

Data Point Name

Description

Unit Cost

Ticker

Zacks Exchange Ticker Symbol

Free

CoName

Company Name

Free

NoRtngs

Number of Brokers Rating Stock

1

NoStrBuyRtngs

Number of Brokers Rating Stock As A Strong Buy

1

NoModBuyRtngs

Number of Brokers Rating Stock As A Moderate Buy

1

NoHoldRtngs

Number of Brokers Rating Stock As A Hold

1

NoModSellRtngs

Number of Brokers Rating Stock As A Moderate Sell

1

NoStrSellRtngs

Number of Brokers Rating Stock As A Strong Sell

1

AvgRatingCurr

Average Rating (Current)

1

PrevAvgRating

Previous Average Rating

1

QR0ActlEPS

Most Recent Qtr (QR0) Actual EPS

1

QR0EPSSurp

Most Recent Qtr (QR0) % EPS Surprise

1

QR1AvgEPSEst

Current Qtr (QR1) Average EPS Estimate

1

FR1AvgEPSEst

Current FY (FR1) Average EPS Estimate

1

FR2AvgEPSEst

Next FY (FR2) Average EPS Estimate

1

IndName

Industry Name

1

NoCosInIndWRtngs

Number of Companies In Industry With Ratings

1

RatingRankCoReltoCosInInd

Rating Rank of Company, Relative To Companies In Its Industry

1

MoEndAssocWQR0

Month End Associated With Most Recent Qtr (QR0) ('01' Thru '12')

1

MoEndAssocWQR1

Month End Associated With Current Qtr (QR1) ('01' Thru '12')

1

DateAssocWFR0

YYYYMM Associated With Most Recent FY FR0 (Eg '199712')

1

QR0FiscRefPer

Most Recent Qtr (QR0) Fiscal Reference Period

1

QR0AvgEst

Most Recent Qtr (QR0) Average Estimate

1

QR0ReportDate

Most Recent Qtr (QR0) Report Date

1

QR1FiscRefPer

Current Qtr (QR1) Fiscal Reference Period

1

QR1ExpRepDate

Current Qtr (QR1) Expected Report Date

1

QR2FiscRefPer

Next Qtr (QR2) Fiscal Reference Period

1

QR2AvgEPSEst

Next Qtr (QR2) Average EPS Estimate

1

FR1FiscRefPer

Current FY (FR1) Fiscal Reference Period

1

FR2FiscRefPer

Next FY (FR2) Fiscal Reference Period

1

FR3FiscRefPer

Third Year Out (FR3) Fiscal Reference Period

1

FR3AvgEPSEst

Fourth Year Out (FR4) Average EPS Estimate

1

ZN9: Estimate Coverage Changes – This data set focuses on how the number of analyst estimates contained in the consensus figure for each stock has changed over the last 7 and 30 days for the next couple quarters and fiscal years. N/A values are represented as “-999.00”.

Data Point Name

Description

Unit Cost

Ticker

Zacks Exchange Ticker Symbol

Free

FileProdDate

File Production Date (YYYYMMDD)

1

CoName

Company Name

Free

FR0FYEndDate

Most Recent FY (FR0) FY End Date (YYYYMM)

1

QR0QtrEndDate

Most Recent Qtr (QR0) Qtr End Date (YYYYMM)

1

QR1Avg3MREsts

Current Qtr (QR1) Average of 3 Most Recent Estimates

1

QR2Avg3MREsts

Next Qtr (QR2) Average of 3 Most Recent Estimates

1

FR1Avg3MREPSEsts

Current FY (FR1) Average of 3 Most Recent EPS Estimates

1

FR2Avg3MREsts

Next FY  (FR2) Average of 3 Most Recent Estimates

1

LTGAvg3MREsts

Long Term Growth Average of 3 Most Recent Estimates

1

QR13MREstsOldestNoDays

Current Qtr (QR1) 3 Most Recent Estimates Oldes # of Days

1

QR23MREstsOldestNoDays

Next Qtr (QR2) 3 Most Recent Estimates # of Days

1

FR13MREstsOldestNoDays

Current FY (FR1) 3 Most Recent Estimates Oldest # of Days

1

FR23MREstsOldestNoDays

Next FY  (FR2) 3 Most Recent Estimates # of Days

1

LTG3MREstsOldestNoDays

Long Term Growth 3 Most Recent Estimates Oldest # of Days

1

QR13MREstsNoEsts

Current Qtr (QR1) 3 Most Recent Estimates # of Ests

1

QR23MREstsNoEsts

Next Qtr (QR2) 3 Most Recent Estimates # of Ests

1

FR13MREstsNoEsts

Current FY (FR1) 3 Most Recent Estimates # of Ests

1

FR23MREstsNoEsts

Next FY  (FR2) 3 Most Recent Estimates # of Ests

1

LTG3MREstsNoEsts

Long Term Growth 3 Most Recent Estimates # of Ests

1

QR130DayAvgEPSEst

Current Qtr (QR1) 30-Day Average EPS Estimate

1

QR230DayAvgEPSEst

Next Qtr (QR2) 30-Day Average EPS Estimate

1

FR130DayAvgEPSEst

Current FY (FR1) 30-Day Average EPS Estimate

1

FR230DayAvgEPSEst

Next FY  (FR2) 30-Day Average EPS Estimate

1

LTG30DayAvgEst

Long Term Growth 30-Day Average Estimate

1

QR130DayAvgNoEsts

Current Qtr (QR1) 30-Day Average # of Estimates

1

QR230DayAvgNoEsts

Next Qtr (QR2) 30-Day Average # of Estimates

1

FR130DayAvgNoEsts

Current FY (FR1) 30-Day Average # of Estimates

1

FR230DayAvgNoEsts

Next FY  (FR2) 30-Day Average # of Estimates

1

LTG30DayAvgNoEsts

Long Term Growth 30-Day Average # of Estimates

1

QR1AvgEPSEst6MosAgo

Current Qtr (QR1) Average EPS Estimate - 6 Months Ago

1

QR2AvgEPSEst6MosAgo

Next Qtr (QR2) Average EPS Estimate - 6 Months Ago

1

FR1AvgEPSEst6MosAgo

Current FY (FR1) Average EPS Estimate - 6 Months Ago

1

FR2Avg6MosAgo

Next FY  (FR2) Average - 6 Months Ago

1

LTGAvgEst6MosAgo

Long Term Growth Average Estimate - 6 Months Ago

1

QR16MoChgInAvgEPSEst

Current Qtr (QR1) 6 Month Chg In Average EPS Estimate (%)

1

QR26MoChgInAvg

Next Qtr (QR2) 6 Month Chg In Average (%)

1

FR16MoChgInAvgEPSEst

Current FY (FR1) 6 Month Chg In Average EPS Estimate(%)

1

FR26MoChgInAvg

Next FY  (FR2) 6 Month Chg In Average (%)

1

LTG6MoChgInAvgEst

Long Term Growth 6 Month Chg In Average Estimate (%)

1

QR1NoEstsAdded1Wk

Current Qtr (QR1) # Ests Added To Consensus Last 7 Days

1

QR1NoEstsRem1Wk

Current Qtr (QR1) # Ests Removed From Consensus Last 7 Days

1

QR1NoEstsUnCh1Wk

Current Qtr (QR1) # Ests Unchanged Last 7 Days

1

QR2NoEstsAdded1Wk

Next Qtr (QR2) # Ests Added To Consensus Last 7 Days

1

QR2NoEstsRem1Wk

Next Qtr (QR2) # Ests Removed From Consensus Last 7 Days

1

QR2NoEstsUnCh1Wk

Next Qtr (QR2) # Ests Unchanged Last 7 Days

1

FR1NoEstsAdded1Wk

Current FY (FR1) # Ests Added To Consensus Last 7 Days

1

FR1NoEstsRem1Wk

Current FY (FR1) # Ests Removed From Consensus Last 7 Days

1

FR1NoEstsUnCh1Wk

Current FY (FR1) # Ests Unchanged Last 7 Days

1

FR2NoEstsAdded1Wk

Next FY  (FR2) # Ests Added To Consensus Last 7 Days

1

FR2NoEstsRem1Wk

Next FY  (FR2) # Ests Removed From Consensus Last 7 Days

1

FR2NoEstsUnCh1Wk

Next FY  (FR2) # Ests Unchanged Last 7 Days

1

LTGNoEstsAdded1Wk

Long Term Growth # Ests Added To Consensus Last 7 Days

1

LTGNoEstsRem1Wk

Long Term Growth # Ests Removed From Consensus Last 7 Days

1

LTGNoEstsUnCh1Wk

Long Term Growth # Ests Unchanged Last 7 Days

1

QR1NoEstsAdded1Mo

Current Qtr (QR1) # Ests Added To Consensus Last 30 Days

1

QR1NoEstsRem1Mo

Current Qtr (QR1) # Ests Removed From Consensus Last 30 Days

1

QR1NoEstsUnCh1Mo

Current Qtr (QR1) # Ests Unchanged Last 30 Days

1

QR2NoEstsAdded1Mo

Next Qtr (QR2) # Ests Added To Consensus Last 30 Days

1

QR2NoEstsRem1Mo

Next Qtr (QR2) # Ests Removed From Consensus Last 30 Days

1

QR2NoEstsUnCh1Mo

Next Qtr (QR2) # Ests Unchanged Last 30 Days

1

FR1NoEstsAdded1Mo

Current FY (FR1) # Ests Added To Consensus Last 30 Days

1

FR1NoEstsRem1Mo

Current FY (FR1) # Ests Removed From Consensus Last 30 Days

1

FR1NoEstsUnCh1Mo

Current FY (FR1) # Ests Unchanged Last 30 Days

1

FR2NoEstsAdded1Mo

Next FY  (FR2) # Ests Added To Consensus Last 30 Days

1

FR2NoEstsRem1Mo

Next FY  (FR2) # Ests Removed From Consensus Last 30 Days

1

FR2NoEstsUnCh1Mo

Next FY  (FR2) # Ests Unchanged Last 30 Days

1

LTGNoEstsAdded1Mo

Long Term Growth # Ests Added To Consensus Last 30 Days

1

LTGNoEstsRem1Mo

Long Term Growth # Ests Removed From Consensus Last 30 Days

1

LTGNoEstsUnCh1Mo

Long Term Growth # Ests Unchanged Last 30 Days

1

ZN11: Forward Earnings Estimates & Long Term Growth – This data set focuses on earnings estimates for 3, 4, and 5 fiscal quarters out, and 3 and 4 fiscal years out, along with projected growth rates derived from estimates. N/A values are represented as “999.00”.

Data Point Name

Description

Unit Cost

Ticker

Zacks Exchange Ticker Symbol

Free

FileProdDate

File Production Date (YYYYMMDD)

1

CoName

Company Name

Free

QR3EndDate

Third Qtr Out (QR3) End Date (YYYYMM)

1

QR3AvgEPSEst

Third Qtr Out (QR3) Average EPS Estimate

1

QR4EndDate

Fourth Qtr Out (QR4) End Date (YYYYMM)

1

QR4AvgEPSEst

Fourth Qtr Out (QR4) Average EPS Estimate

1

QR5EndDate

Fifth Qtr Out (QR5) End Date (YYYYMM)

1

QR5AvgEPSEst

Fifth Qtr Out (QR5) Average EPS Estimate

1

FR3EndDate

Third Year Out (FR3) End Date (YYYYMM)

1

FR3AvgEPSEst

Third Year Out (FR3) Average EPS Estimate

1

FR4EndDate

Fourth Year Out (FR4) End Date (YYYYMM)

1

FR4AvgEPSEst

Fourth Year Out (FR4) Average EPS Estimate

1

NoQR3Ests

Third Qtr Out (QR3) Number of Estimates

1

NoQR4Ests

fourth Qtr Out (QR4) Number of Estimates

1

NoQR5Ests

Fifth Qtr Out (QR5) Number of Estimates

1

NoFR3Ests

Third Year Out (FR3) Number of Estimates

1

NoFR4Ests

Fourth Year Out (FR4) Number of Estimates

1

QR3HiEPSEst

Third Qtr Out (QR3) High EPS Estimate

1

QR4HiEPSEst

Fourth Qtr Out (QR4) High EPS Estimate

1

QR5HiEPSEst

Fifth Qtr Out (QR5) High EPS Estimate

1

FR3HiEPSEst

Third Year Out (FR3) High EPS Estimate

1

FR4HiEPSEst

Fourth Year Out (FR4) High EPS Estimate

1

QR3LoEPSEst

Third Qtr Out (QR3) Low EPS Estimate

1

QR4LoEPSEst

Fourth Qtr Out (QR4) Low EPS Estimate

1

QR5LoEPSEst

Fifth Qtr Out (QR5) Low EPS Estimate

1

FR3LoEPSEst

Third Year Out (FR3) Low EPS Estimate

1

FR4LoEPSEst

Fourth Year Out (FR4) Low EPS Estimate

1

QR1ActlEPSYrPriortoQR3

Prior Qtr (QR-1) Actual EPS (Year-Prior To QR3)

1

QR0ActlEPSYrPriortoQR4

Most Recent Qtr (QR0) Actual EPS (Year-Prior To QR4)

1

QR1EstdEPSYrPriortoQR5

Current Qtr (QR1) Estimated EPS (Year-Prior To QR5)

1

FR2AvgEPSEstYrPriortoFR3

Next FY (FR2) Average EPS Estimate (Year-Prior To FR3)

1

FR3EstdEPSYrPriortoFR4

Third Year Out (FR3) Estimated EPS (Year-Prior To FR4)

1

GrQR3EstOverQR1Actl

% Growth, QR3 Average EPS Estimate Over QR-1 EPS Actual

1

GrQR4EstOverQR0Actl

% Growth, QR4 Average EPS Estimate Over QR0 EPS Actual

1

GrQR5EstOverQR2Est

% Growth, QR5 Average EPS Estimate Over QR2 Average  EPS Estimate

1

GrFR3EstOverFR2Est

% Growth, FR3 Average EPS Estimate Over FR2 Average EPS Estimate

1

GrFR4EstOverFR3Est

% Growth, FR4 Average EPS Estimate Over FR3 Average EPS Estimate

1

ZN13: Forward Analyst Revisions & Histogram – This data set focuses on recent estimate and ratings revisions over the last 7 and 30 days, along with expected earnings report dates coming up for 3, 4, and 5 fiscal quarters out, and 3 and 4 fiscal years out. This information can be used to produce a histogram chart indicating the potential for an earnings surprise. N/A values are represented as “999.000”.

Data Point Name

Description

Unit Cost

Ticker

Zacks Exchange Ticker Symbol

Free

FileProdDate

File Production Date (YYYYMMDD)

1

CoName

Company Name

Free

FR0EndDate

Most Recent FY (FR0) FY End Date (YYYYMM)

1

QR0EndDate

Most Recent Qtr (QR0) End Date (YYYYMM)

1

QR3StDevEPSEsts

Third Qtr Out (QR3) Standard Deviation of EPS Estimates

1

QR4StDevEPSEsts

Fourth Qtr Out (QR4) Standard Deviation of EPS Estimates

1

QR5StDevEPSEsts

Fifth Qtr Out (QR5) Standard Deviation of EPS Estimates

1

FR3StDevEPSEsts

Third Year Out (FR3) Standard Deviation of EPS Estimates

1

FR4StDevEPSEsts

Fourth Year Out (FR4) Standard Deviation of EPS Estimates

1

QR3MedEPSEst

Third Qtr Out (QR3) Median EPS Estimate

1

QR4MedEPSEst

Fourth Qtr Out (QR4) Median EPS Estimate

1

QR5MedEPSEst

Fifth Qtr Out (QR5) Median EPS Estimate

1

FR3MedEPSEst

Third Year Out (FR3) Median EPS Estimate

1

FR4MedEPSEst

Fourth Year Out (FR4) Median EPS Estimate

1

QR3NoRevUp1Wk

Third Qtr Out (QR3) # Revisions Up Last 7 Days

1

QR3NoRevDn1Wk

Third Qtr Out (QR3) # Revisions Down Last 7 Days

1

QR4NoRevUp1Wk

Fourth Qtr Out (QR4) # Revisions Up Last 7 Days

1

QR4NoRevDn1Wk

Fourth Qtr Out (QR4) # Revisions Down Last 7 Days

1

QR5NoRevUp1Wk

Fifth Qtr Out (QR5) # Revisions Up Last 7 Days

1

QR5NoRevDn1Wk

Fifth Qtr Out (QR5) # Revisions Down Last 7 Days

1

FR3NoRevUp1Wk

Third Year Out (FR3) # Revisions Up Last 7 Days

1

FR3NoRevDn1Wk

Third Year Out (FR3) # Revisions Down Last 7 Days

1

FR4NoRevUp1Wk

Fourth Year Out (FR4) # Revisions Up Last 7 Days

1

FR4NoRevDn1Wk

Fourth Year Out (FR4) # Revisions Down Last 7 Days

1

QR3NoRevUp1Mo

Third Qtr Out (QR3) # Revisions Up Last 30 Days

1

QR3NoRevDn1Mo

Third Qtr Out (QR3) # Revisions Down Last 30 Days

1

QR4NoRevUp1Mo

Fourth Qtr Out (QR4) # Revisions Up Last 30 Days

1

QR4NoRevDn1Mo

Fourth Qtr Out (QR4) # Revisions Down Last 30 Days

1

QR5NoRevUp1Mo

Fifth Qtr Out (QR5) # Revisions Up Last 30 Days

1

QR5NoRevDn1Mo

Fifth Qtr Out (QR5) # Revisions Down Last 30 Days

1

FR3NoRevUp1Mo

Third Year Out (FR3) # Revisions Up Last 30 Days

1

FR3NoRevDn1Mo

Third Year Out (FR3) # Revisions Down Last 30 Days

1

FR4NoRevUp1Mo

Fourth Year Out (FR4) # Revisions Up Last 30 Days

1

FR4NoRevDn1Mo

Fourth Year Out (FR4) # Revisions Down Last 30 Days

1

ZN15: Retrospective Analyst Ratings – This data set focuses on the number of analysts that rate each stock as a Strong Sell, Sell, Hold, Buy, and Strong Buy, as well as the consensus mean recommendation. Figures are provide for current ratings as well as recent figures from 6 months, 1 year, and 2 years ago to show a longer term trend up or down. N/A values are represented as null or empty fields.

Data Point Name

Description

Unit Cost

Ticker

Zacks Exchange Ticker Symbol

Free

CoName

Company Name

Free

ProdDateFile

Production Date of File

1

ConsRatingCurr

Consenus Average Rating (Current)

1

NoRtngsCurr

Number of Ratings (Current)

1

AvgRating6MosAgo

Average Rating - 6 Months Ago

1

NoStrBuyRtngs6MosAgo

Number of Strong Buy Ratings - 6 Months Ago

1

NoModBuyRtngs6MosAgo

Number of Moderate Buy Ratings - 6 Months Ago

1

NoHoldRtngs6MosAgo

Number of Hold Ratings - 6 Months Ago

1

NoModSellRtngs6MosAgo

Number of Moderate Sell Ratings - 6 Months Ago

1

NoStrSellRtngs6MosAgo

Number of Strong Sell Ratings - 6 Months Ago

1

AvgRating1YrAgo

Average Rating - 1 Year Ago

1

NoStrBuyRtngs1YrAgo

Number of Strong Buy Ratings - 1 Year Ago

1

NoModBuyRtngs1YrAgo

Number of Moderate Buy Ratings - 1 Year Ago

1

NoHoldRtngs1YrAgo

Number of Hold Ratings - 1 Year Ago

1

NoModSellRtngs1YrAgo

Number of Moderate Sell Ratings - 1 Year Ago

1

NoStrSellRtngs1YrAgo

Number of Strong Sell Ratings - 1 Year Ago

1

AvgRating2YrsAgo

Average Rating - 2 Years Ago

1

NoStrBuyRtngs2YrsAgo

Number of Strong Buy Ratings - 2 Years Ago

1

NoModBuyRtngs2YrsAgo

Number of Moderate Buy Ratings - 2 Years Ago

1

NoHoldRtngs2YrsAgo

Number of Hold Ratings - 2 Years Ago

1

NoModSellRtngs2YrsAgo

Number of Moderate Sell Ratings - 2 Years Ago

1

NoStrSellRtngs2YrsAgo

Number of Strong Sell Ratings - 2 Years Ago

1

ZN16: Price Action – This data set focuses on trends in price per share over the last 1, 10, 20, 30, 60, 90, and 180 trading days. N/A values are represented as “-999.0000”.

Data Point Name

Description

Unit Cost

Ticker

Zacks Exchange Ticker Symbol

Free

ProdDateFile

Production Date of File

1

CoName

Company Name

Free

StkPriceMostRecEOD

Price/Share - Most Recent EOD

1

StkPrice1DayAgo

Price/Share - 1 Day Ago

1

StkPrice10DaysAgo

Price/Share - 10 Days Ago

1

StkPrice20DaysAgo

Price/Share - 20 Days Ago

1

StkPrice1MoAgo

Price/Share - 30 Days Ago

1

StkPrice60DaysAgo

Price/Share - 60 Days Ago

1

StkPrice3MosAgo

Price/Share - 90 Days Ago

1

StkPrice6MosAgo

Price/Share - 180 Days Ago

1

StkPrice1YrAgo

Price/Share - 1 Year Ago

1

StkPrice1DayChng

Price/Share - 1 Day % Change

1

StkPrice10DayChng

Price/Share - 10 Day % Change

1

StkPrice20DayChng

Price/Share - 20 Day % Change

1

StkPrice30DayChng

Price/Share - 30 Day % Change

1

StkPrice60DayChng

Price/Share - 60 Day % Change

1

StkPrice90DayChng

Price/Share - 90 Day % Change

1

StkPrice180DayChng

Price/Share - 180 Day % Change

1

StkPrice1YrChng

Price/Share - 1 Year % Change

1

RelPriceChng1Day

Relative Price Change - 1 Day %

1

RelPriceChng10Day

Relative Price Change - 10 Day %

1

RelPriceChng20Day

Relative Price Change - 20 Day %

1

RelPriceChng30Day

Relative Price Change - 30 Day %

1

RelPriceChng60Day

Relative Price Change - 60 Day %

1

RelPriceChng90Day

Relative Price Change - 90 Day %

1

RelPriceChng180Day

Relative Price Change - 180 Day %

1

RelPriceChng1Yr

Relative Price Change - 1 Year %

1

LastDlyVol

Last Daily Volume

1

AvgVol10Day

Average Volume = 10 Day

1

AvgVol20Day

Average Volume = 20 Day

1

AvgVol30Day

Average Volume = 30 Day

1

AvgVol90Day

Average Volume = 90 Day

1

ZN18: Extended Estimate Revisions – This data set focuses on recent estimate revisions over the last 60, 90, 120, and 180 days.

Data Point Name

Description

Unit Cost

Ticker

Zacks Exchange Ticker Symbol

Free

FileProdDate

File Production Date (YYYYMMDD)

1

CoName

Company Name

Free

LatestFYFR0FiscYrEnd

Latest FY (FR0) Fiscal Year End (YYYYMM)

1

LatestQtrQR0FiscQtrEnd

Latest Qtr (QR0) Fiscal Quarter End (YYYYMM)

1

QR1NoRevUp60Days

Current Qtr (QR1) # Revisions Up Last 60 Days

1

QR1NoRevDn60Days

Current Qtr (QR1) # Revisions Down Last 60 Days

1

QR2NoRevUp60Days

Next Qtr (QR2) # Revisions Up Last 60 Days

1

QR2NoRevDn60Days

Next Qtr (QR2) # Revisions Down Last 60 Days

1

FR1NoRevUp60Days

Current FY (FR1) # Revisions Up Last 60 Days

1

FR1NoRevDn60Days

Current FY (FR1) # Revisions Down Last 60 Days

1

FR2NoRevUp60Days

Next FY (FR2) # Revisions Up Last 60 Days

1

FR2NoRevDn60Days

Next FY (FR2) # Revisions Down Last 60 Days

1

LTGNoRevUp60Days

LTG # Revisions Up Last 60 Days

1

LTGNoRevDn60Days

LTG # Revisions Down Last 60 Days

1

QR1NoRevUp3Mos

Current Qtr (QR1) # Revisions Up Last 3 Months

1

QR1NoRevDn3Mos

Current Qtr (QR1) # Revisions Down Last 3 Months

1

QR2NoRevUp3Mos

Next Qtr (QR2) # Revisions Up Last 3 Months

1

QR2NoRevDn3Mos

Next Qtr (QR2) # Revisions Down Last 3 Months

1

FR1NoRevUp3Mos

Current FY (FR1) # Revisions Up Last 3 Months

1

FR1NoRevDn3Mos

Current FY (FR1) # Revisions Down Last 3 Months

1

FR2NoRevUp3Mos

Next FY (FR2) # Revisions Up Last 3 Months

1

FR2NoRevDn3Mos

Next FY (FR2) # Revisions Down Last 3 Months

1

LTGNoRevUp3Mos

LTG # Revisions Up Last 3 Months

1

LTGNoRevDn3Mos

LTG # Revisions Down Last 3 Months

1

QR1NoRevUp4Mos

Current Qtr (QR1) # Revisions Up Last 4 Months

1

QR1NoRevDn4Mos

Current Qtr (QR1) # Revisions Down Last 4 Months

1

QR2NoRevUp4Mos

Next Qtr (QR2) # Revisions Up Last 4 Months

1

QR2NoRevDn4Mos

Next Qtr (QR2) # Revisions Down Last 4 Months

1

FR1NoRevUp4Mos

Current FY (FR1) # Revisions Up Last 4 Months

1

FR1NoRevDn4Mos

Current FY (FR1) # Revisions Down Last 4 Months

1

FR2NoRevUp4Mos

Next FY (FR2) # Revisions Up Last 4 Months

1

FR2NoRevDn4Mos

Next FY (FR2) # Revisions Down Last 4 Months

1

LTGNoRevUp4Mos

LTG # Revisions Up Last 4 Months

1

LTGNoRevDn4Mos

LTG # Revisions Down Last 4 Months

1

QR1NoRevUp6Mos

Current Qtr (QR1) # Revisions Up Last 6 Months

1

QR1NoRevDn6Mos

Current Qtr (QR1) # Revisions Down Last 6 Months

1

QR2NoRevUp6Mos

Next Qtr (QR2) # Revisions Up Last 6 Months

1

QR2NoRevDn6Mos

Next Qtr (QR2) # Revisions Down Last 6 Months

1

FR1NoRevUp6Mos

Current FY (FR1) # Revisions Up Last 6 Months

1

FR1NoRevDn6Mos

Current FY (FR1) # Revisions Down Last 6 Months

1

FR2NoRevUp6Mos

Next FY (FR2) # Revisions Up Last 6 Months

1

FR2NoRevDn6Mos

Next FY (FR2) # Revisions Down Last 6 Months

1

LTGNoRevUp6Mos

LTG # Revisions Up Last 6 Months

1

LTGNoRevDn6Mos

LTG # Revisions Down Last 6 Months

1

CODE DESCRIPTIONS

 

Exchange traded codes

1

NYSE

New York Stock Exchange

2

AMEX

American Stock Exchange

3

MWSE

Chicago Stock Exchange

4

PSE

Pacific Exchange

5

NSDQ

NASDAQ OTC

6

OTC

Non-NASDAQ OTC stocks

7

PBW

Philadelphia, Baltimore, Washington Exchanges

8

BSE

Boston Stock Exchanges

9

MRSEE

Montreal Stock Exchange

10

TSX

Toronto Stock Exchange

 

currency codes

APS

Argentine Peso

IRU  

Indian Rupee

AUD

Australian Dollar

ISK

Israeli Shekel

BAH

Bahamian Dollar

JRD

Jordan Dinars

BCR

Brazilian Real

JYN

Japanese Yen

BER

Bermuda Dollar

KWO

South Korean Won

BFR

Belgian Franc

LUX

Luxembourg Franc

BPD

UK Pound Sterling                    

MPS

Mexican Peso

CAY

Cayman Islands Dollar

MRG

Malyasia Ringgits

CDL

Canadian Dollar

NKR

Norwegian Krone

CPE

Colombian Peso

NZD

New Zealand Dollar

CPS

Chilean Peso

PAN

Panama Balboa

CRE

Chinese Yuan

PES

Portuguese Escudo

CZK

Czech Republic Koruny

PHP

Philippine Peso

DGD

Dutch Guilder

PNS

Peruvian Nuevo Sol

DKR

Danish Krone

RRU

Rusian Rubel

DMK

German Mark

SAR

South African Rand

FFR

French Franc

SDL

Singapore Dollar

FNM

Finnish Mark

SFR

Swiss Franc

GDR

Greek Drachma

SKR

Swedish Krona

GHA

Ghanian Cedi

SPP

Spanish Peseta

HFO

Hungarian Forint

TBA

Thailand Baht

HKD

Hong Kong Dollar

TLR

Turkey New Lira

ILR

Italian Lira

TWD

Taiwan Dollar

IPT

Irish Punt

USD

U.S. Dollar

IRP

Indonesian Rupiah

VZB

Venezuelan Bolivar

 

 

sector/industry codes

XSectorCode

Description

1

Consumer Staples

2

Consumer Discretionary

3

Retail-Wholesale

4

Medical

5

Auto-Tires-Trucks

6

Basic Materials

7

Industrial Products

8

Construction

9

Multi-Sector Conglomerates

10

Computer and Technology

11

Aerospace

12

Oils-Energy

13

Finance

14

Utilities

15

Transportation

16

Business Services

 

MIndustry

Code

 

Description

MIndustry

Code

 

Description

1

Apparel

32

Computer Software-Services

2

Beverages

33

Electronic-Semiconductors

3

Food

34

Electronics

4

Publishing

35

Misc Technology

5

Soaps-Cosmetics

36

Telecomm Equip

6

Tobacco

37

Telecomm Svcs

7

Cons Prod-Misc Staples

38

Aerospace-Defense

8

Home Furnishing-Appliance

39

Coal

9

Leisure Services

40

Energy-Alternate Sources

10

Media

41

Oil Machinery-Services-Drilling

12

Other Consumer Discretionary

42

Oil-Exploration&Production

13

Food/Drug-Retail/Wholesale

43

Oil-Misc

14

Nonfood Retail-Wholesale

44

Oil-Integrated

15

Drugs

45

Oil&Gas Production-Pipeline

16

Medical Care

46

Banks-Major

17

Med Prods

47

Banks & Thrifts

17

Medical Products

48

Finance

18

Autos-Tires-Trucks

49

Insurance

19

Chemicals

50

Invest Bkrs-Mgrs

20

Metals-Non Ferrous

51

Investment Funds

21

Steel

52

Real Estate

22

Paper

53

Utility-Elec Pwr

23

Containers & Glass

54

Utility-Gas Distr

24

Industrial Products-Services

55

Utility-Telephone

25

Machinery-Electrical

56

Utility-Water Supply

26

Machinery

57

Transportation-Air

27

Pollution Control

58

Transportation

28

Building Products

59

Business Services

29

Construction-Building Services

60

Agribusiness

30

Conglomerates

61

Consumer Electronics

31

Computer-Office Equipment

62

Business Products

63

Metal Fabricating

 

Xindustry

Code

 

Description

Xindustry

Code

 

Description

1

Advertising/Mktg Svcs

140

Paper & Paper Products

2

Aerospace/Defense

141

Paper-Bus Forms

3

Aerospace/Defense Equip

143

Pollution Control Eq & Svs

4

Agricultural Operations

144

Precious Metals/Jewelry

5

Appliances-Household

145

Printing-Commercial

6

Audio/Video Home Prod

146

Protection-Sfty Eq & Svc

7

Auto Mfrs-Domestic

147

Publishing-Books

8

Auto Mfrs-Foreign

148

Publishing-Newspapers

9

Retail/Whlsle-Auto Parts

149

Publishing-Periodicals

10

Auto/Truck-Original Eqp

151

Reit-Mortgage Trust

11

Auto/Truck-Replace Prts

152

Real Estate Development

12

Banks-Foreign

153

Real Estate Operations

13

Banks-Midwest

154

Retail-Apparel/Shoe

15

Banks-Northeast

155

Retail-Mail Order & Direct

16

Banks-Southeast

156

Retail-Consumer Elect

17

Banks-Southwest

157

Retail-Convenience Strs

18

Banks-West

158

Retail-Discount & Variety

19

Beverages-Alcoholic

159

Retail-Drug Stores

20

Beverages-Soft Drinks

160

Retail-Food & Restaurants

21

Bldg & Const Prod-Misc

161

Retail-Home Furnishings

22

Bldg Prod-Air Cond/Heat

162

Retail-Jewelry Stores

24

Bldg Prod-Lighting Fixt

163

Retail-Mail Ord

25

Bldg Prod-Retail/Whlsle

164

Retail-Mjr Dept

26

Bldg Prod-Wood

165

Retail-Misc/Diversified

27

Bldg-Cement/Concrt/Ag

166

Retail-Regnl Dept Strs

28

Bldg-Heavy Const

167

Retail-Supermarkets

29

Bldg-Maintenance & Svc

168

Retail-Vending

30

Bldg-Mobile/Mfg & Rv

169

Retail/Whlsle Computers

31

Bldg-Resident/Commrcl

170

Rubber & Plastic Products

32

Broadcasting-Radio/Tv

171

Rubber-Tires

33

Cable Tv

172

Schools

34

Chemicals-Diversified

173

Shoes & Rel Apparel

35

Chemicals-Fibers

174

Soap & Clng Preparatns

36

Chemicals-Plastics

175

Steel-Pipe & Tubes

37

Chemicals-Specialty

176

Steel-Producers

38

Coal

177

Steel-Specialty Alloys

39

Computer-Graphics

180

Textile-Apparel Mfg

40

Computer-Mainframes

181

Textile-Home Furnishing

41

Computer-Micro

182

Textile-Mill Products

42

Computer-Peripheral Eq

183

Tobacco

43

Computer-Services

184

Tools-Hand Held

44

Computer-Software

185

Toys/Games/Hobby Prod

45

Containers-Metal/Glass

186

Transport-Air Freight

46

Containers-Paper/Plastic

187

Transportation-Airline

47

Cosmetics & Toiletries

188

Transportation-Eqp & Lsng

48

Diversified Operations

189

Transportation-Rail

49

Elec-Semiconductors

190

Transportation-Ship

50

Elec-Misc Components

191

Transportation-Svcs

51

Elec Measrng Instruments

192

Transportation-Truck

52

Elec Products-Misc

193

Utility-Electric Power

53

Elec-Connectors

194

Utility-Gas Distribution

54

Electronic Parts Distrib

196

Utility-Water Supply

55

Electronics-Military Sys

197

Wire & Cable Products

57

Engineering/R&D Svcs

198

Computer-Networks

58

Engines-Int Combustion

199

Computer-Mini

59

Fertilizers

200

Gaming

60

Fiber Optics

202

Computer-Storage Devices

61

Finance-Consumer Loans

203

Computer-Integrated Systems

62

Finance-Investment Bkrs

204

Banks-Major Regional

63

Finance-Investment Mgmt

205

Business Services

64

Finance-Leasing Cos

206

Business Information Services

65

Finance-Mrtg & Rel Svc

207

Consumer Prod-Misc Discrectn

66

Finance-Public Td Inv Fd

208

Media Conglomerates

67

Finance-Savings & Loan

209

Electronics-Manufacturing Mach

68

Finance-Sbic & Commrcl

210

Retail/Wholesale Auto/Truck

69

Finance-Misc Services

211

Internet Commerce

70

Food Items-Wholesale

212

Internet Content

72

Food-Confectionery

213

Internet Services

73

Food-Dairy Products

214

Internet Software

75

Food-Meat Products

215

Medical Information Systems

76

Food-Misc/Diversified

216

Business Software Svcs/Bpo

78

Funeral Svcs & Rel

217

Internet Software/Svcs

79

Furniture

218

It Services

80

Glass Products

219

Internet Services - Delivery

81

Hotels & Motels

220

Oil Refining & Marketing Mlp

82

Indstrl Automtn/Robotics

221

Oil/Gas Prod Pipeline Mlp

83

Instruments-Control

222

International E&P

84

Instruments-Scientific

223

Emerging Markets Integrated

85

Insurance-Acc & Health

224

E&P Mlp

86

Insurance-Brokers

225

Large Cap Pharma

87

Insurance-Life

226

Semi-Communications

88

Insurance-Multi Line

227

Semi-Radio Freq

89

Insurance-Prop/Cas/Title

228

Comm Infrastructure

90

Lasers-Sys/Components

229

Wireless Equipment

91

Leisure & Recreation Prod

230

Communications Components

92

Leisure & Recreation Svcs

231

Comm Network Software

93

Uniform & Related

232

Diversified Comm Services

94

Machine-Tools & Rel Prod

233

Wireline - National

95

Machinery-Const/Mining

234

Wireline - Regional (Rural)

96

Machinery-Elec Utility

235

Wireline - Non-Us

97

Machinery-Electrical

237

Satellite Communication

98

Machinery-Farm

238

Wireless National

99

Machinery-Gen Industrial

239

Wireless-Rural (Regional)

100

Machinery-Material Hdlg

240

Wireless Non-Us

101

Machinery-Printing Trade

241

Semi-General

102

Machinery-Thermal Proc

242

Semi-Analog & Mixed

103

Medical Instruments

243

Semi-Memory

104

Medical Products

244

Semi-Pro Logic Dev

105

Medical-Biomed/Genetics

245

Semi-Graphical

106

Medical-Drugs

246

Semi-Power

107

Medical-Generic Drugs

247

Semi-Discretes

108

Medical-Hlth Maint Org

248

Semi-Eqpt Wafer Fab

109

Medical-Hospitals

249

Semi-Eqpt Wafer Comp

110

Medical-Nursing Homes

251

Semi-Eqpt Phtomask

111

Medical-Outpnt/Hm Care

253

Semi-Eqpt Material Svs

113

Medical/Dental-Supplies

254

Elec Power

114

Mining-Gold

257

Elect Construction

115

Mining-Iron

260

Elec Test Equipment

116

Mining-Misc

261

Elec Manuf Svs (Ems)

117

Mining-Non Ferrous

262

Semi Fab Foundries

118

Mining-Silver

263

Elec Misc Services

119

Metal Proc & Fabrication

264

Reit-Eqty Trust - Retail

120

Metal Prod-Distributor

265

Reit-Eqty Trust - Resid

121

Metal Prod-Fasteners

266

Reit-Eqty Trust - Other

122

Movie/Tv Production/Distrib

268

Solar

123

Consumer Prod-Misc Discrectn

270

Biofuels

124

Office Automation & Eqp

273

Other Alt Energy

125

Office Supplies & Forms

274

Nanotechnology

126

Oil & Gas-U S Royalty Tr

275

Agriculture/Products

127

Oil Field Mach & Equip

276

Securities Exchanges

128

Oil Refining & Marketing

277

Consulting

129

Oil & Gas-Cdn Exp & Prod

278

Staffing

130

Oil & Gas-Cdn Integrated

280

Auction/Valuation Services

131

Oil & Gas-Field Services

281

Outsourcing

132

Oil & Gas-Intl Integrated

282

Financial Transaction Services

133

Oil & Gas-Intl Specialty

283

Technology Services

134

Oil & Gas-Drillng

284

Government Services

135

Oil & Gas-Prod/Pipeline

285

Medical Services

136

Oil & Gas-U S Explo & Prod

286

Industrial Services

137

Oil & Gas-U S Integrated

287

Waste Removal Svcs

138

Computer-Optical Recognitn

288

Business/Office Products

139

Paints & Allied Products

289

Consumer Prod-Misc Staples

 

sector/industry mapping

Xindustry

Code

 

Description

MIndustry

Code

 

Description

XSector

Code

 

Description

1

Advertising/Mktg Svcs

59

Business Services

16

Business Services

2

Aerospace/Defense

38

Aerospace-Defense

11

Aerospace

3

Aerospace/Defense Equip

38

Aerospace-Defense

11

Aerospace

4

Agricultural Operations

3

Food

1

Consumer Staples

5

Appliances-Household

8

Home Furnishing-Appliance

2

Consumer Discretionary

6

Audio/Video Home Prod

61

Consumer Electronics

2

Consumer Discretionary

7

Auto Mfrs-Domestic

18

Autos-Tires-Trucks

5

Auto-Tires-Trucks

8

Auto Mfrs-Foreign

18

Autos-Tires-Trucks

5

Auto-Tires-Trucks

9

Retail/Whlsle-Auto Parts

14

Nonfood Retail-Wholesale

3

Retail-Wholesale

10

Auto/Truck-Original Eqp

18

Autos-Tires-Trucks

5

Auto-Tires-Trucks

11

Auto/Truck-Replace Prts

18

Autos-Tires-Trucks

5

Auto-Tires-Trucks

12

Banks-Foreign

46

Banks-Major

13

Finance

13

Banks-Midwest

47

Banks & Thrifts

13

Finance

15

Banks-Northeast

47

Banks & Thrifts

13

Finance

16

Banks-Southeast

47

Banks & Thrifts

13

Finance

17

Banks-Southwest

47

Banks & Thrifts

13

Finance

18

Banks-West

47

Banks & Thrifts

13

Finance

19

Beverages-Alcoholic

2

Beverages

1

Consumer Staples

20

Beverages-Soft Drinks

2

Beverages

1

Consumer Staples

21

Bldg & Const Prod-Misc

28

Building Products

8

Construction

22

Bldg Prod-Air Cond/Heat

28

Building Products

8

Construction

24

Bldg Prod-Lighting Fixt

28

Building Products

8

Construction

25

Bldg Prod-Retail/Whlsle

14

Nonfood Retail-Wholesale

3

Retail-Wholesale

26

Bldg Prod-Wood

28

Building Products

8

Construction

27

Bldg-Cement/Concrt/Ag

28

Building Products

8

Construction

28

Bldg-Heavy Const

29

Construction-Building Services

8

Construction

29

Bldg-Maintenance & Svc

59

Business Services

16

Business Services

30

Bldg-Mobile/Mfg & Rv

29

Construction-Building Services

8

Construction

31

Bldg-Resident/Commrcl

29

Construction-Building Services

8

Construction

32

Broadcasting-Radio/Tv

10

Media

2

Consumer Discretionary

33

Cable Tv

10

Media

2

Consumer Discretionary

34

Chemicals-Diversified

19

Chemicals

6

Basic Materials

35

Chemicals-Fibers

19

Chemicals

6

Basic Materials

36

Chemicals-Plastics

19

Chemicals

6

Basic Materials

37

Chemicals-Specialty

19

Chemicals

6

Basic Materials

38

Coal

39

Coal

12

Oils-Energy

39

Computer-Graphics

31

Computer-Office Equipment

10

Computer and Technology

40

Computer-Mainframes

31

Computer-Office Equipment

10

Computer and Technology

41

Computer-Micro

31

Computer-Office Equipment

10

Computer and Technology

42

Computer-Peripheral Eq

31

Computer-Office Equipment

10

Computer and Technology

43

Computer-Services

32

Computer Software-Services

10

Computer and Technology

44

Computer-Software

32

Computer Software-Services

10

Computer and Technology

45

Containers-Metal/Glass

23

Containers & Glass

7

Industrial Products

46

Containers-Paper/Plastic

23

Containers & Glass

7

Industrial Products

47

Cosmetics & Toiletries

5

Soaps-Cosmetics

1

Consumer Staples

48

Diversified Operations

30

Conglomerates

9

Multi-Sector Conglomerates

49

Elec-Semiconductors

33

Electronic-Semiconductors

10

Computer and Technology

50

Elec-Misc Components

34

Electronics

10

Computer and Technology

51

Elec Measrng Instruments

34

Electronics

10

Computer and Technology

52

Elec Products-Misc

34

Electronics

10

Computer and Technology

53

Elec-Connectors

34

Electronics

10

Computer and Technology

54

Electronic Parts Distrib

34

Electronics

10

Computer and Technology

55

Electronics-Military Sys

38

Aerospace-Defense

11

Aerospace

57

Engineering/R&D Svcs

29

Construction-Building Services

8

Construction

58

Engines-Int Combustion

18

Autos-Tires-Trucks

5

Auto-Tires-Trucks

59

Fertilizers

60

Agribusiness

6

Basic Materials

60

Fiber Optics

35

Misc Technology

10

Computer and Technology

61

Finance-Consumer Loans

48

Finance

13

Finance

62

Finance-Investment Bkrs

50

Invest Bkrs-Mgrs

13

Finance

63

Finance-Investment Mgmt

50

Invest Bkrs-Mgrs

13

Finance

64

Finance-Leasing Cos

48

Finance

13

Finance

65

Finance-Mrtg & Rel Svc

48

Finance

13

Finance

66

Finance-Public Td Inv Fd

51

Investment Funds

13

Finance

67

Finance-Savings & Loan

47

Banks & Thrifts

13

Finance

68

Finance-Sbic & Commrcl

48

Finance

13

Finance

69

Finance-Misc Services

48

Finance

13

Finance

70

Food Items-Wholesale

13

Food/Drug-Retail/Wholesale

3

Retail-Wholesale

72

Food-Confectionery

3

Food

1

Consumer Staples

73

Food-Dairy Products

3

Food

1

Consumer Staples

75

Food-Meat Products

3

Food

1

Consumer Staples

76

Food-Misc/Diversified

3

Food

1

Consumer Staples

78

Funeral Svcs & Rel

7

Cons Prod-Misc Staples

1

Consumer Staples

79

Furniture

8

Home Furnishing-Appliance

2

Consumer Discretionary

80

Glass Products

23

Containers & Glass

7

Industrial Products

81

Hotels & Motels

9

Leisure Services

2

Consumer Discretionary

82

Indstrl Automtn/Robotics

26

Machinery

7

Industrial Products

83

Instruments-Control

35

Misc Technology

10

Computer and Technology

84

Instruments-Scientific

35

Misc Technology

10

Computer and Technology

85

Insurance-Acc & Health

49

Insurance

13

Finance

86

Insurance-Brokers

49

Insurance

13

Finance

87

Insurance-Life

49

Insurance

13

Finance

88

Insurance-Multi Line

49

Insurance

13

Finance

89

Insurance-Prop/Cas/Title

49

Insurance

13

Finance

90

Lasers-Sys/Components

35

Misc Technology

10

Computer and Technology

91

Leisure & Recreation Prod

12

Other Consumer Discretionary

2

Consumer Discretionary

92

Leisure & Recreation Svcs

9

Leisure Services

2

Consumer Discretionary

93

Uniform & Related

24

Industrial Products-Services

7

Industrial Products

94

Machine-Tools & Rel Prod

26

Machinery

7

Industrial Products

95

Machinery-Const/Mining

26

Machinery

7

Industrial Products

96

Machinery-Elec Utility

25

Machinery-Electrical

7

Industrial Products

97

Machinery-Electrical

25

Machinery-Electrical

7

Industrial Products

98

Machinery-Farm

26

Machinery

7

Industrial Products

99

Machinery-Gen Industrial

26

Machinery

7

Industrial Products

100

Machinery-Material Hdlg

26

Machinery

7

Industrial Products

101

Machinery-Printing Trade

26

Machinery

7

Industrial Products

102

Machinery-Thermal Proc

26

Machinery

7

Industrial Products

103

Medical Instruments

17

Med Prods

4

Medical

104

Medical Products

17

Med Prods

4

Medical

105

Medical-Biomed/Genetics

15

Drugs

4

Medical

106

Medical-Drugs

15

Drugs

4

Medical

107

Medical-Generic Drugs

15

Drugs

4

Medical

108

Medical-Hlth Maint Org

16

Medical Care

4

Medical

109

Medical-Hospitals

16

Medical Care

4

Medical

110

Medical-Nursing Homes

16

Medical Care

4

Medical

111

Medical-Outpnt/Hm Care

16

Medical Care

4

Medical

113

Medical/Dental-Supplies

17

Med Prods

4

Medical

114

Mining-Gold

20

Metals-Non Ferrous

6

Basic Materials

115

Mining-Iron

21

Steel

6

Basic Materials

116

Mining-Misc

20

Metals-Non Ferrous

6

Basic Materials

117

Mining-Non Ferrous

20

Metals-Non Ferrous

6

Basic Materials

118

Mining-Silver

20

Metals-Non Ferrous

6

Basic Materials

119

Metal Proc & Fabrication

63

Metal Fabricating

7

Industrial Products

120

Metal Prod-Distributor

63

Metal Fabricating

7

Industrial Products

121

Metal Prod-Fasteners

63

Metal Fabricating

7

Industrial Products

122

Movie/Tv Production/Distrib

10

Media

2

Consumer Discretionary

123

Consumer Prod-Misc Discrectn

12

Other Consumer Discretionary

2

Consumer Discretionary

124

Office Automation & Eqp

31

Computer-Office Equipment

10

Computer and Technology

125

Office Supplies & Forms

24

Industrial Products-Services

7

Industrial Products

126

Oil & Gas-U S Royalty Tr

42

Oil-Exploration&Production

12

Oils-Energy

127

Oil Field Mach & Equip

41

Oil Machinery-Services-Drilling

12

Oils-Energy

128

Oil Refining & Marketing

43

Oil-Misc

12

Oils-Energy

129

Oil & Gas-Cdn Exp & Prod

42

Oil-Exploration&Production

12

Oils-Energy

130

Oil & Gas-Cdn Integrated

44

Oil-Integrated

12

Oils-Energy

131

Oil & Gas-Field Services

41

Oil Machinery-Services-Drilling

12

Oils-Energy

132

Oil & Gas-Intl Integrated

44

Oil-Integrated

12

Oils-Energy

133

Oil & Gas-Intl Specialty

43

Oil-Misc

12

Oils-Energy

134

Oil & Gas-Drillng

41

Oil Machinery-Services-Drilling

12

Oils-Energy

135

Oil & Gas-Prod/Pipeline

45

Oil&Gas Production-Pipeline

12

Oils-Energy

136

Oil & Gas-U S Explo & Prod

42

Oil-Exploration&Production

12

Oils-Energy

137

Oil & Gas-U S Integrated

44

Oil-Integrated

12

Oils-Energy

138

Computer-Optical Recognitn

31

Computer-Office Equipment

10

Computer and Technology

139

Paints & Allied Products

28

Building Products

8

Construction

140

Paper & Paper Products

22

Paper

6

Basic Materials

141

Paper-Bus Forms

22

Paper

6

Basic Materials

143

Pollution Control Eq & Svs

27

Pollution Control

7

Industrial Products

144

Precious Metals/Jewelry

12

Other Consumer Discretionary

2

Consumer Discretionary

145

Printing-Commercial

24

Industrial Products-Services

7

Industrial Products

146

Protection-Sfty Eq & Svc

24

Industrial Products-Services

7

Industrial Products

147

Publishing-Books

4

Publishing

1

Consumer Staples

148

Publishing-Newspapers

4

Publishing

1

Consumer Staples

149

Publishing-Periodicals

4

Publishing

1

Consumer Staples

151

Reit-Mortgage Trust

52

Real Estate

13

Finance

152

Real Estate Development

52

Real Estate

13

Finance

153

Real Estate Operations

52

Real Estate

13

Finance

154

Retail-Apparel/Shoe

14

Nonfood Retail-Wholesale

3

Retail-Wholesale

155

Retail-Mail Order & Direct

14

Nonfood Retail-Wholesale

3

Retail-Wholesale

156

Retail-Consumer Elect

14

Nonfood Retail-Wholesale

3

Retail-Wholesale

157

Retail-Convenience Strs

14

Nonfood Retail-Wholesale

3

Retail-Wholesale

158

Retail-Discount & Variety

14

Nonfood Retail-Wholesale

3

Retail-Wholesale

159

Retail-Drug Stores

13

Food/Drug-Retail/Wholesale

3

Retail-Wholesale

160

Retail-Food & Restaurants

13

Food/Drug-Retail/Wholesale

3

Retail-Wholesale

161

Retail-Home Furnishings

14

Nonfood Retail-Wholesale

3

Retail-Wholesale

162

Retail-Jewelry Stores

14

Nonfood Retail-Wholesale

3

Retail-Wholesale

163

Retail-Mail Ord

14

Nonfood Retail-Wholesale

3

Retail-Wholesale

164

Retail-Mjr Dept

14

Nonfood Retail-Wholesale

3

Retail-Wholesale

165

Retail-Misc/Diversified

14

Nonfood Retail-Wholesale

3

Retail-Wholesale

166

Retail-Regnl Dept Strs

14

Nonfood Retail-Wholesale

3

Retail-Wholesale

167

Retail-Supermarkets

13

Food/Drug-Retail/Wholesale

3

Retail-Wholesale

168

Retail-Vending

13

Food/Drug-Retail/Wholesale

3

Retail-Wholesale

169

Retail/Whlsle Computers

14

Nonfood Retail-Wholesale

3

Retail-Wholesale

170

Rubber & Plastic Products

24

Industrial Products-Services

7

Industrial Products

171

Rubber-Tires

18

Autos-Tires-Trucks

5

Auto-Tires-Trucks

172

Schools

12

Other Consumer Discretionary

2

Consumer Discretionary

173

Shoes & Rel Apparel

1

Apparel

2

Consumer Discretionary

174

Soap & Clng Preparatns

5

Soaps-Cosmetics

1

Consumer Staples

175

Steel-Pipe & Tubes

63

Metal Fabricating

7

Industrial Products

176

Steel-Producers

21

Steel

6

Basic Materials

177

Steel-Specialty Alloys

21

Steel

6

Basic Materials

180

Textile-Apparel Mfg

1

Apparel

2

Consumer Discretionary

181

Textile-Home Furnishing

8

Home Furnishing-Appliance

2

Consumer Discretionary

182

Textile-Mill Products

24

Industrial Products-Services

7

Industrial Products

183

Tobacco

6

Tobacco

1

Consumer Staples

184

Tools-Hand Held

12

Other Consumer Discretionary

2

Consumer Discretionary

185

Toys/Games/Hobby Prod

12

Other Consumer Discretionary

2

Consumer Discretionary

186

Transport-Air Freight

57

Transportation-Air

15

Transportation

187

Transportation-Airline

57

Transportation-Air

15

Transportation

188

Transportation-Eqp & Lsng

58

Transportation

15

Transportation

189

Transportation-Rail

58

Transportation

15

Transportation

190

Transportation-Ship

58

Transportation

15

Transportation

191

Transportation-Svcs

58

Transportation

15

Transportation

192

Transportation-Truck

58

Transportation

15

Transportation

193

Utility-Electric Power

53

Utility-Elec Pwr

14

Utilities

194

Utility-Gas Distribution

54

Utility-Gas Distr

14

Utilities

196

Utility-Water Supply

56

Utility-Water Supply

14

Utilities

197

Wire & Cable Products

24

Industrial Products-Services

7

Industrial Products

198

Computer-Networks

31

Computer-Office Equipment

10

Computer and Technology

199

Computer-Mini

31

Computer-Office Equipment

10

Computer and Technology

200

Gaming

9

Leisure Services

2

Consumer Discretionary

202

Computer-Storage Devices

31

Computer-Office Equipment

10

Computer and Technology

203

Computer-Integrated Systems

31

Computer-Office Equipment

10

Computer and Technology

204

Banks-Major Regional

46

Banks-Major

13

Finance

205

Business Services

59

Business Services

16

Business Services

206

Business Information Services

59

Business Services

16

Business Services

207

Consumer Prod-Misc Discrectn

7

Cons Prod-Misc Staples

1

Consumer Staples

208

Media Conglomerates

10

Media

2

Consumer Discretionary

209

Electronics-Manufacturing Mach

35

Misc Technology

10

Computer and Technology

210

Retail/Wholesale Auto/Truck

14

Nonfood Retail-Wholesale

3

Retail-Wholesale

211

Internet Commerce

14

Nonfood Retail-Wholesale

3

Retail-Wholesale

212

Internet Content

32

Computer Software-Services

10

Computer and Technology

213

Internet Services

32

Computer Software-Services

10

Computer and Technology

214

Internet Software

32

Computer Software-Services

10

Computer and Technology

215

Medical Information Systems

17

Medical Products

4

Medical

216

Business Software Svcs/Bpo

32

Computer Software-Services

10

Computer and Technology

217

Internet Software/Svcs

32

Computer Software-Services

10

Computer and Technology

218

It Services

32

Computer Software-Services

10

Computer and Technology

219

Internet Services - Delivery

32

Computer Software-Services

10

Computer and Technology

220

Oil Refining & Marketing Mlp

43

Oil-Misc

12

Oils-Energy

221

Oil/Gas Prod Pipeline Mlp

45

Oil&Gas Production-Pipeline

12

Oils-Energy

222

International E&P

42

Oil-Exploration&Production

12

Oils-Energy

223

Emerging Markets Integrated

44

Oil-Integrated

12

Oils-Energy

224

E&P Mlp

42

Oil-Exploration&Production

12

Oils-Energy

225

Large Cap Pharma

15

Drugs

4

Medical

226

Semi-Communications

36

Telecomm Equip

10

Computer and Technology

227

Semi-Radio Freq

36

Telecomm Equip

10

Computer and Technology

228

Comm Infrastructure

36

Telecomm Equip

10

Computer and Technology

229

Wireless Equipment

36

Telecomm Equip

10

Computer and Technology

230

Communications Components

36

Telecomm Equip

10

Computer and Technology

231

Comm Network Software

36

Telecomm Equip

10

Computer and Technology

232

Diversified Comm Services

55

Utility-Telephone

14

Utilities

233

Wireline - National

55

Utility-Telephone

14

Utilities

234

Wireline - Regional (Rural)

55

Utility-Telephone

14

Utilities

235

Wireline - Non-Us

55

Utility-Telephone

14

Utilities

237

Satellite Communication

37

Telecomm Svcs

10

Computer and Technology

238

Wireless National

37

Telecomm Svcs

10

Computer and Technology

239

Wireless-Rural (Regional)

37

Telecomm Svcs

10

Computer and Technology

240

Wireless Non-Us

37

Telecomm Svcs

10

Computer and Technology

241

Semi-General

33

Electronic-Semiconductors

10

Computer and Technology

242

Semi-Analog & Mixed

33

Electronic-Semiconductors

10

Computer and Technology

243

Semi-Memory

33

Electronic-Semiconductors

10

Computer and Technology

244

Semi-Pro Logic Dev

33

Electronic-Semiconductors

10

Computer and Technology

245

Semi-Graphical

33

Electronic-Semiconductors

10

Computer and Technology

246

Semi-Power

33

Electronic-Semiconductors

10

Computer and Technology

247

Semi-Discretes

33

Electronic-Semiconductors

10

Computer and Technology

248

Semi-Eqpt Wafer Fab

35

Misc Technology

10

Computer and Technology

249

Semi-Eqpt Wafer Comp

35

Misc Technology

10

Computer and Technology

251

Semi-Eqpt Phtomask

35

Misc Technology

10

Computer and Technology

253

Semi-Eqpt Material Svs

35

Misc Technology

10

Computer and Technology

254

Elec Power

34

Electronics

10

Computer and Technology

257

Elect Construction

53

Utility-Elec Pwr

14

Utilities

260

Elec Test Equipment

34

Electronics

10

Computer and Technology

261

Elec Manuf Svs (Ems)

34

Electronics

10

Computer and Technology

262

Semi Fab Foundries

35

Misc Technology

10

Computer and Technology

263

Elec Misc Services

34

Electronics

10

Computer and Technology

264

Reit-Eqty Trust - Retail

52

Real Estate

13

Finance

265

Reit-Eqty Trust - Resid

52

Real Estate

13

Finance

266

Reit-Eqty Trust - Other

52

Real Estate

13

Finance

268

Solar

40

Energy-Alternate Sources

12

Oils-Energy

270

Biofuels

40

Energy-Alternate Sources

12

Oils-Energy

273

Other Alt Energy

40

Energy-Alternate Sources

12

Oils-Energy

274

Nanotechnology

34

Electronics

10

Computer and Technology

275

Agriculture/Products

60

Agribusiness

6

Basic Materials

276

Securities Exchanges

48

Finance

13

Finance

277

Consulting

59

Business Services

16

Business Services

278

Staffing

59

Business Services

16

Business Services

280

Auction/Valuation Services

59

Business Services

16

Business Services

281

Outsourcing

59

Business Services

16

Business Services

282

Financial Transaction Services

59

Business Services

16

Business Services

283

Technology Services

59

Business Services

16

Business Services

284

Government Services

59

Business Services

16

Business Services

285

Medical Services

16

Medical Care

4

Medical

286

Industrial Services

24

Industrial Products-Services

7

Industrial Products

287

Waste Removal Svcs

59

Business Services

16

Business Services

288

Business/Office Products

62

Business Products

16

Business Services

289

Consumer Prod-Misc Staples

12

Other Consumer Discretionary

2

Consumer Discretionary

 

 

 

PAGINATION

Normally, the API is used to retrieve information on only one company. However, it is possible to use the API to select many companies at the same time (e.g. “companyContains=INC” will find all companies with “Inc.” in their name, which is a lot of companies). API responses where too many companies are selected will include a value called “NextToken” (as an attribute of <Results> in XML, or as a value in the top-level object in JSON). This typically indicates that there is a mistake in API usage (selection criteria is not sufficiently narrow). However, some advanced scenarios exist where many companies need to be selected at once by name. In this case, you may use the &nextToken=… parameter with the URL-encoded NextToken value to retrieve the next page of results from the API. You must ensure that the second request is identical to the first one except for the nextToken. This process may be repeated as many times as necessary (e.g. use 2nd NextToken to retrieve 3rd page, etc.)