With summer just around the corner, most of the major Wall Street firms are making some changes and additions to their firms top stock ideas. At one of the top regional brokerage firms, Baird, they are making some additions to the firm’s Focus Idea list that look like they make very good sense for investors searching for new ideas. Here are two ideas in the financial institutions industry given by Baird analyst David George.

Bank of America Corp

Baird’s David George was out pounding the table on shares of Bank of America Corp (NYSE:BAC), reiterating an Outperform rating and price target of $17, which implies an upside of 14% from current levels.

George wrote, “While market-sensitive revenue trends were weaker in Q1, positives in the quarter included solid core loan growth (+11% Y/Y), improving expense leverage (estimated 63% core efficiency ratio), higher TBV (+3.5% Q/Q), and a favorable credit outlook. Improving markets activity along with stable-to-higher interest rates should help shares narrow the valuation discount to peers, and sentiment should continue to improve as we approach CCAR results (BAC should be a relative winner this year given rising capital return).”

“The second quarter is seasonally weaker for BAC, but core NII should build from the current ~$10.5B run-rate in 2H16 assuming no change in the forward curve,” the analyst added.

According to TipRanks.com, which measures analysts’ and bloggers’ success rate based on how their calls perform, analyst David George has a yearly average return of 6.6% and a 70% success rate. George has a 6% average return when recommending BAC, and is ranked #930 out of 3986 analysts.

Out of the 14 analysts polled by TipRanks (in the past 3 months), 10 rate Bank of America stock a Buy, 3 rate the stock a Hold and 1 recommends a Sell. With a return potential of 20%, the stock’s consensus target price stands at $17.83.

JPMorgan Chase & Co.

Analyst David George also included JPMorgan Chase & Co. (NYSE:JPM) in Baird’s Focus Ideas report. George rates JPM an Outperform with a $75 price target, which represents a potential upside of 14% from where the stock is currently trading. According to TipRanks.com, George has a 8.5% average return when recommending JPM.

George stated, “Q1 results topped low expectations, and the stable 2016 outlook for NII, fees, adjusted expenses, and credit reassured investors given concerns about an economic slowdown. Our 2017E EPS conservatively assumes no significant improvement in rates/markets revenue. Further improvement in capital markets activity is likely needed to drive shares higher. We are more aggressive buyers on weakness, but valuation still looks attractive.”

Out of the 13 analysts polled by TipRanks (in the last 3 months), 11 rate JPMorgan stock a Buy, while 2 rate the stock a Hold. With a return potential of nearly 9%, the stock’s consensus target price stands at $71.67.