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Financial Services

444 US-listed companies tracked

Financial Services companies comprise banks, insurers, investment firms, and payment processors that facilitate credit and capital allocation throughout the economy. This sector is highly sensitive to interest rate changes, which directly affect profitability margins, and regulatory requirements that constrain capital deployment. Economic cycles directly impact loan demand, credit quality, and investor sentiment. TrendMatrix ranks 435 US-listed Financial Services stocks by 10-dimension quantitative score, refreshed every 5 minutes during market hours with a full reanalysis nightly.

Sort:By verdict tierBy scoreBUY tier first, then score within

Ranked stocks

Financial Services stocks ranked by TrendMatrix score
#SymbolScoreVerdictPriceUpside
BUY (Strong Buy Now + Strong Buy Wait)
1HCI6.2Buy Now$164.24+26.8%
2SLDE7.3Buy Wait$16.91+34.3%
3FUTU7.1Buy Wait$95.95+61.9%
4RDN7.1Buy Wait$35.23+9.3%
5SII6.8Buy Wait$130.60+14.7%
6SEZL6.7Buy Wait$145.00+20.4%
7HG6.5Buy Wait$31.72+11.3%
8SPNT6.5Buy Wait$23.28+14.7%
9V6.5Buy Wait$333.44+11.8%
10VCTR6.5Buy Wait$87.32+7.2%
11BRO6.4Buy Wait$60.55+11.0%
12MORN6.4Buy Wait$172.65+22.8%
13RKT6.3Buy Wait$13.90+32.0%
14WTW6.3Buy Wait$259.65+17.8%
15MKTX6.2Buy Wait$124.81+29.4%
16OMF6.2Buy Wait$57.77+11.4%
17ARX6.1Buy Wait$13.35+30.6%
18NMIH6.1Buy Wait$38.02+7.7%
19APAM5.5Buy Wait$36.45+7.4%
HOLD / WATCH
20VIRT7.0Hold$58.70-1.6%
21CUBI6.9Hold$76.46+2.6%
22ETG6.9Hold$23.07-0.7%
23EVR6.9Hold$373.80+11.7%
24IFS6.9Hold$55.81+0.3%
25SSB6.9Hold$97.63+3.2%
26ENVA6.8Hold$193.80+14.6%
27FAF6.8Hold$67.82+10.6%
28HIG6.8Hold$131.02+1.4%
29OTF6.8Hold$11.01+7.1%
30PLMR6.8Hold$114.07+17.6%
31PNFP6.8Hold$98.25+6.7%
32AOD6.7Hold$10.45+0.2%
33AUB6.7Hold$39.61+1.3%
34BGC6.7Hold$11.80+11.2%
35EZPW6.7Hold$31.26+11.5%
36ICE6.7Hold$141.28+25.9%
37INTR6.7Hold$5.76+44.4%
38NU6.7Hold$12.70+28.4%
39RVT6.7Hold$17.92+1.2%
40ACGLO6.6Hold$19.19+0.8%
41GABC6.6Hold$45.38+0.2%
42JCAP6.6Hold$16.95+33.5%
43NIC6.6Hold$147.04+3.1%
44ONB6.6Hold$25.00-0.2%
45STC6.6Hold$66.09+6.7%
46TIGR6.6Hold$4.67+52.7%
47WSBC6.6Hold$36.15+1.0%
48CNOB6.5Hold$32.54-0.2%
49COLB6.5Hold$30.88+1.0%
50FFBC6.5Hold$31.89+0.4%
Show all 444 stocks ▾
  • FIGRFigure Technology Solutions, In6.5
  • INDBIndependent Bank Corp.6.5
  • ORIOld Republic International Corp6.5
  • PRIPrimerica, Inc.6.5
  • WSFSWSFS Financial Corporation6.5
  • ACGLArch Capital Group Ltd.6.4
  • ALLYAlly Financial Inc.6.4
  • BPOPPopular, Inc.6.4
  • BYByline Bancorp, Inc.6.4
  • CET110176.4
  • CFGCitizens Financial Group, Inc.6.4
  • CLMCornerstone Strategic Value Fd6.4
  • FBKFB Financial Corporation6.4
  • GAMGeneral American Investors, Inc6.4
  • GDVGabelli Dividend & Income Trust6.4
  • IXORIX Corporation6.4
  • NBHCNational Bank Holdings Corporat6.4
  • QCRHQCR Holdings, Inc.6.4
  • SFBSServisFirst Bancshares, Inc.6.4
  • TCBITexas Capital Bancshares, Inc.6.4
  • VLYValley National Bancorp6.4
  • ZIONZions Bancorporation N.A.6.4
  • AMPAmeriprise Financial, Inc.6.3
  • AXSAxis Capital Holdings Limited6.3
  • BDJBlackrock Enhanced Equity Divid6.3
  • BLKBlackRock, Inc.6.3
  • BOHBank of Hawaii Corporation6.3
  • BUSEFirst Busey Corporation6.3
  • CCitigroup, Inc.6.3
  • CRF331386.3
  • CTBICommunity Trust Bancorp, Inc.6.3
  • GBCIGlacier Bancorp, Inc.6.3
  • GSHDGoosehead Insurance, Inc.6.3
  • LCLendingClub Corporation6.3
  • MCYMercury General Corporation6.3
  • MFGMizuho Financial Group, Inc. Sp6.3
  • NDAQNasdaq, Inc.6.3
  • NTRSNorthern Trust Corporation6.3
  • PUKPrudential Public Limited Compa6.3
  • RNRRenaissanceRe Holdings Ltd.6.3
  • SCHWCharles Schwab Corporation (The6.3
  • TRINTrinity Capital Inc.6.3
  • TRUTransUnion6.3
  • UBSIUnited Bankshares, Inc.6.3
  • VLYPOValley National Bancorp - 5.5% 6.3
  • VLYPPValley National Bancorp - 6.25%6.3
  • AAMIAcadian Asset Management Inc.6.2
  • AIZAssurant, Inc.6.2
  • AMGAffiliated Managers Group, Inc.6.2
  • AXAxos Financial, Inc.6.2
  • BAPCredicorp Ltd.6.2
  • BFHBread Financial Holdings, Inc.6.2
  • CATYCathay General Bancorp6.2
  • CSQCalamos Strategic Total Return 6.2
  • EWBCEast West Bancorp, Inc.6.2
  • FCFSFirstCash Holdings, Inc.6.2
  • GCMGGCM Grosvenor Inc.6.2
  • HLNEHamilton Lane Incorporated6.2
  • KBKB Financial Group Inc6.2
  • KEYKeyCorp6.2
  • NBTBNBT Bancorp Inc.6.2
  • NFJAllianzGI NFJ Dividend, Interes6.2
  • OFGOFG Bancorp6.2
  • PFSProvident Financial Services, I6.2
  • THGHanover Insurance Group Inc6.2
  • TMPTompkins Financial Corporation6.2
  • UCBUnited Community Banks, Inc.6.2
  • ASBAssociated Banc-Corp6.1
  • BANCBanc of California, Inc.6.1
  • BANRBanner Corporation6.1
  • BTGOBitGo Holdings, Inc.6.1
  • CACCCredit Acceptance Corporation6.1
  • FHNFirst Horizon Corporation6.1
  • HFWAHeritage Financial Corporation6.1
  • LKFNLakeland Financial Corporation6.1
  • LNCLincoln National Corporation6.1
  • MBINMerchants Bancorp6.1
  • MCMoelis & Company6.1
  • NTBBank of N.T. Butterfield & Son 6.1
  • NWBINorthwest Bancshares, Inc.6.1
  • PBProsperity Bancshares, Inc.6.1
  • PNCPNC Financial Services Group, I6.1
  • PRKPark National Corporation6.1
  • RJFRaymond James Financial, Inc.6.1
  • SOFISoFi Technologies, Inc.6.1
  • TFCTruist Financial Corporation6.1
  • ABCBAmeris Bancorp6.0
  • ADXAdams Diversified Equity Fund I6.0
  • BACBank of America Corporation6.0
  • BRK-BBerkshire Hathaway Inc. New6.0
  • CBChubb Limited6.0
  • FBNCFirst Bancorp6.0
  • FHIFederated Hermes, Inc.6.0
  • FMBHFirst Mid Bancshares, Inc.6.0
  • HLIHoulihan Lokey, Inc.6.0
  • HTGCHercules Capital, Inc.6.0
  • IBNICICI Bank Limited6.0
  • LYGLloyds Banking Group Plc6.0
  • MSCIMSCI Inc.6.0
  • OSBCOld Second Bancorp, Inc.6.0
  • SFStifel Financial Corporation6.0
  • SPGIS&P Global Inc.6.0
  • SYFSynchrony Financial6.0
  • UBSUBS Group AG Registered6.0
  • WTFCWintrust Financial Corporation6.0
  • AIGAmerican International Group, I5.9
  • ALLAllstate Corporation (The)5.9
  • ASAASA Gold and Precious Metals L5.9
  • BKThe Bank of New York Mellon Cor5.9
  • BMOBank Of Montreal5.9
  • CMCanadian Imperial Bank of Comme5.9
  • FBPFirst BanCorp. New5.9
  • NWGNatWest Group plc5.9
  • PJTPJT Partners Inc.5.9
  • SHGShinhan Financial Group Co Ltd5.9
  • SKWDSkyward Specialty Insurance Gro5.9
  • TCBKTriCo Bancshares5.9
  • BNSBank Nova Scotia Halifax Pfd 35.8
  • BURBurford Capital Limited5.8
  • CBOECboe Global Markets, Inc.5.8
  • FNBF.N.B. Corporation5.8
  • FRMEFirst Merchants Corporation5.8
  • HBANHuntington Bancshares Incorpora5.8
  • JPMJP Morgan Chase & Co.5.8
  • KNSLKinsale Capital Group, Inc.5.8
  • RFRegions Financial Corporation5.8
  • RYRoyal Bank Of Canada5.8
  • TYTri Continental Corporation5.8
  • WBSWebster Financial Corporation5.8
  • AJGArthur J. Gallagher & Co.5.7
  • BENFranklin Resources, Inc.5.7
  • BLXBanco Latinoamericano de Comerc5.7
  • BTTBlackRock Municipal 2030 Target5.7
  • CMECME Group Inc.5.7
  • EOSEaton Vance Enhance Equity Inco5.7
  • FCNCAFirst Citizens BancShares, Inc.5.7
  • FIBKFirst Interstate BancSystem, In5.7
  • FIHLFidelis Insurance Holdings Limi5.7
  • HMNHorace Mann Educators Corporati5.7
  • MTBM&T Bank Corporation5.7
  • NEANuveen AMT-Free Quality Municip5.7
  • OBKOrigin Bancorp, Inc.5.7
  • PEBOPeoples Bancorp Inc.5.7
  • PFBCPreferred Bank5.7
  • USBU.S. Bancorp5.7
  • AFGAmerican Financial Group, Inc.5.6
  • BBDBanco Bradesco Sa5.6
  • CFRCullen/Frost Bankers, Inc.5.6
  • EFSCEnterprise Financial Services C5.6
  • NADNuveen Quality Municipal Income5.6
  • PGRProgressive Corporation (The)5.6
  • PSECProspect Capital Corporation5.6
  • PYPLPayPal Holdings, Inc.5.6
  • ACTEnact Holdings, Inc.5.5
  • CLBKColumbia Financial, Inc.5.5
  • DBDeutsche Bank AG5.5
  • FHBFirst Hawaiian, Inc.5.5
  • HQHTekla Healthcare Investors5.5
  • INGING Group, N.V.5.5
  • STELStellar Bancorp, Inc.5.5
  • AMALAmalgamated Financial Corp.5.4
  • TDToronto Dominion Bank (The)5.1
  • AGOAssured Guaranty Ltd.4.8
  • EMOClearBridge Energy Midstream Op4.7
  • GSIWGarden Stage Limited4.7
  • TYGTortoise Energy Infrastructure 4.3
  • ECPGEncore Capital Group Inc7.0
  • AFLAFLAC Incorporated6.7
  • MRXMarex Group plc6.7
  • FGF&G Annuities & Life, Inc.6.6
  • BFCBank First Corporation6.5
  • LOBLive Oak Bancshares, Inc.6.5
  • RNSTRenasant Corporation6.5
  • TOWNTowne Bank6.5
  • TWTradeweb Markets Inc.6.5
  • WTWisdomTree, Inc.6.5
  • BMNRBitMine Immersion Technologies,6.4
  • FNFFidelity National Financial, In6.4
  • SEICSEI Investments Company6.4
  • GABGabelli Equity Trust, Inc. (The6.3
  • MAMastercard Incorporated6.3
  • MCHBMechanics Bancorp6.3
  • PAXPatria Investments Limited6.3
  • WFWoori Financial Group Inc.6.3
  • ABAllianceBernstein Holding L.P.6.2
  • BBTBeacon Financial Corporation6.2
  • DCOMDime Commercial Bancshares, Inc6.2
  • LAZLazard, Inc.6.2
  • MFCManulife Financial Corporation6.2
  • UWMCUWM Holdings Corporation6.2
  • XPXP Inc.6.2
  • AGMFederal Agricultural Mortgage C6.1
  • BRK-ABerkshire Hathaway Inc.6.1
  • EBCEastern Bankshares, Inc.6.1
  • KLARKlarna Group plc6.1
  • MSMorgan Stanley6.1
  • PIPRPiper Sandler Companies6.1
  • WDWalker & Dunlop, Inc6.1
  • AGM-AFederal Agricultural Mortgage C6.0
  • AXPAmerican Express Company6.0
  • FLGFlagstar Bank, N.A.6.0
  • RGAReinsurance Group of America, I6.0
  • SNEXStoneX Group Inc.6.0
  • STEPStepStone Group Inc.6.0
  • WALWestern Alliance Bancorporation6.0
  • AFRMAffirm Holdings, Inc.5.9
  • AONAon plc5.9
  • AVALGrupo Aval Acciones y Valores S5.9
  • BWINThe Baldwin Insurance Group, In5.9
  • HOPEHope Bancorp, Inc.5.9
  • MIAXMiami International Holdings, I5.9
  • UPSTUpstart Holdings, Inc.5.9
  • WAFDWaFd, Inc.5.9
  • CCBCoastal Financial Corporation5.8
  • EGEverest Group, Ltd.5.8
  • ETVEaton Vance Corporation Eaton V5.8
  • FINVFinVolution Group5.8
  • FRHCFreedom Holding Corp.5.8
  • GLGlobe Life Inc.5.8
  • IGICInternational General Insurance5.8
  • JEFJefferies Financial Group Inc.5.8
  • NUVNuveen Municipal Value Fund, In5.8
  • RYANRyan Specialty Holdings, Inc.5.8
  • SLMSLM Corporation5.8
  • VOYAVoya Financial, Inc.5.8
  • XZOExzeo Group, Inc.5.8
  • BMABanco Macro S.A.5.7
  • CNOCNO Financial Group, Inc.5.7
  • FCFFirst5.7
  • GSGoldman Sachs Group, Inc. (The)5.7
  • IVZInvesco Ltd5.7
  • LPLALPL Financial Holdings Inc.5.7
  • NMRNomura Holdings Inc5.7
  • SBETSharpLink, Inc.5.7
  • ARESAres Management Corporation5.6
  • BBVABanco Bilbao Vizcaya Argentaria5.6
  • CASHPathward Financial, Inc.5.6
  • CBSHCommerce Bancshares, Inc.5.6
  • COFCapital One Financial Corporati5.6
  • EVTEaton Vance Tax Advantaged Divi5.6
  • JPCNuveen Preferred & Income Oppor5.6
  • METMetLife, Inc.5.6
  • MUFGMitsubishi UFJ Financial Group,5.6
  • NZFNuveen Municipal Credit Income 5.6
  • QQQXNuveen NASDAQ 100 Dynamic Overw5.6
  • SRCE1st Source Corporation5.6
  • TBBKThe Bancorp, Inc.5.6
  • TROWT. Rowe Price Group, Inc.5.6
  • TRVThe Travelers Companies, Inc.5.6
  • UNMUnum Group5.6
  • WFCWells Fargo & Company5.6
  • ARCCAres Capital Corporation5.5
  • BAMBrookfield Asset Management Inc5.5
  • BCATBCAT5.5
  • CBUCommunity Financial System, Inc5.5
  • CHCOCity Holding Company5.5
  • DBRGDigitalBridge Group, Inc.5.5
  • ESNTEssent Group Ltd.5.5
  • EXGEaton Vance Tax-Managed Global 5.5
  • FFINFirst Financial Bankshares, Inc5.5
  • FULTFulton Financial Corporation5.5
  • GOFGuggenheim Strategic Opportunit5.5
  • ITUBItau Unibanco Banco Holding SA5.5
  • JHGJanus Henderson Group plc5.5
  • MCOMoody's Corporation5.5
  • NBXGNBXG5.5
  • OBDCBlue Owl Capital Corporation5.5
  • PDOPDO5.5
  • QFINQfin Holdings, Inc.5.5
  • SANBanco Santander, S.A. Sponsored5.5
  • SYBTStock Yards Bancorp, Inc.5.5
  • TRMKTrustmark Corporation5.5
  • TSLXSixth Street Specialty Lending,5.5
  • BNBrookfield Corporation5.4
  • BSTBlackRock Science and Technolog5.4
  • BSTZBlackRock Science and Technolog5.4
  • BXBlackstone Inc.5.4
  • CEF"Sprott Physical Gold and Silve5.4
  • CIBGrupo Cibest S.A.5.4
  • CNACNA Financial Corporation5.4
  • CSWCCapital Southwest Corporation5.4
  • ECATECAT5.4
  • ETYEaton Vance Tax-Managed Diversi5.4
  • FPFFirst Trust Intermediate Durati5.4
  • GBDCGolub Capital BDC, Inc.5.4
  • GOLDGold.com, Inc.5.4
  • HWCHancock Whitney Corporation5.4
  • IBKRInteractive Brokers Group, Inc.5.4
  • IBOCInternational Bancshares Corpor5.4
  • LULufax Holding Ltd5.4
  • MSDLMSDL5.4
  • PDIPIMCO Dynamic Income Fund5.4
  • PFSIPennyMac Financial Services, In5.4
  • SAFTSafety Insurance Group, Inc.5.4
  • SFNCSimmons First National Corporat5.4
  • SIGISelective Insurance Group, Inc.5.4
  • BCSBarclays PLC5.3
  • BSBRBanco Santander Brasil SA5.3
  • ETOReToro Group Ltd.5.3
  • FITBIFifth Third Bancorp - Depositar5.3
  • GLXYGalaxy Digital Inc.5.3
  • GSBDGoldman Sachs BDC, Inc.5.3
  • LMNDLemonade, Inc.5.3
  • MTGMGIC Investment Corporation5.3
  • NNINelnet, Inc.5.3
  • NPNeptune Insurance Holdings Inc.5.3
  • OWLBlue Owl Capital Inc.5.3
  • PSLV"Sprott Physical Silver Trust"5.3
  • PTA2409055.3
  • SMFGSumitomo Mitsui Financial Group5.3
  • WRBW.R. Berkley Corporation5.3
  • AEGAegon Ltd. New York Registry Sh5.2
  • AGBKAGI Inc5.2
  • BBDOBanco Bradesco Sa5.2
  • BKUBankUnited, Inc.5.2
  • BXSLBlackstone Secured Lending Fund5.2
  • CBCCentral Bancompany, Inc.5.2
  • FDSFactSet Research Systems Inc.5.2
  • FITBFifth Third Bancorp5.2
  • HOMBHome BancShares, Inc.5.2
  • HYTBlackrock Corporate High Yield 5.2
  • MRSHMarsh5.2
  • OZKBank OZK5.2
  • PHYS"Sprott Physical Gold Trust"5.2
  • STBAS&T Bancorp, Inc.5.2
  • UTFCohen & Steers Infrastructure F5.2
  • WABCWestamerica Bancorporation5.2
  • CGThe Carlyle Group Inc.5.1
  • EVV3161005.1
  • FSKFS KKR Capital Corp.5.1
  • HDBHDFC Bank Limited5.1
  • HSBCHSBC Holdings, plc.5.1
  • OCFCOceanFirst Financial Corp.5.1
  • PRUPrudential Financial, Inc.5.1
  • TFINTriumph Financial, Inc.5.1
  • TRUPTrupanion, Inc.5.1
  • CNSCohen & Steers Inc5.0
  • HOODRobinhood Markets, Inc.5.0
  • JFRNuveen Floating Rate Income Fun5.0
  • PTYPimco Corporate & Income Opport5.0
  • STEWSTEW5.0
  • TPGTPG Inc.5.0
  • BBARBanco BBVA Argentina S.A.4.9
  • ERIEErie Indemnity Company4.9
  • KYNKayne Anderson MLP/Midstream In4.9
  • MAINMain Street Capital Corporation4.9
  • NMZNuveen Municipal High Income Op4.9
  • PFGPrincipal Financial Group Inc4.9
  • RBCAARepublic Bancorp, Inc.4.9
  • RLIRLI Corp.4.9
  • USALiberty All-Star Equity Fund4.9
  • CRBGCorebridge Financial Inc.4.8
  • DNPDNP Select Income Fund, Inc.4.8
  • JXNJackson Financial Inc.4.8
  • SLMBPSLM Corporation - Floating Rate4.8
  • STTState Street Corporation4.8
  • WUWestern Union Company (The)4.8
  • BSACBanco Santander - Chile4.7
  • GNWGenworth Financial Inc4.7
  • MUCBlackrock MuniHoldings Californ4.7
  • SLFSun Life Financial Inc.4.7
  • UTG532704.7
  • BHFAPBrighthouse Financial, Inc. - D4.6
  • EQHEquitable Holdings, Inc.4.6
  • HGTYHagerty, Inc.4.6
  • HTHHilltop Holdings Inc.4.6
  • LLoews Corporation4.6
  • MAASMaase Inc.4.6
  • WTMWhite Mountains Insurance Group4.6
  • BNTBrookfield Wealth Solutions Ltd4.5
  • CRCLCircle Internet Group, Inc.4.5
  • CRVLCorVel Corp.4.5
  • DSLDoubleLine Income Solutions Fun4.5
  • IRENIREN LIMITED4.5
  • KKRKKR & Co. Inc.4.5
  • NACNuveen California Quality Munic4.5
  • MKLMarkel Group Inc.4.4
  • NVGNuveen AMT-Free Municipal Credi4.4
  • PWPPerella Weinberg Partners4.4
  • BCHBanco De Chile4.3
  • KMPRKemper Corporation4.3
  • TFSLTFS Financial Corporation4.3
  • XXITwenty One Capital, Inc.4.3
  • APOApollo Global Management, Inc. 4.2
  • HASIHA Sustainable Infrastructure C4.2
  • HUTHut 8 Corp.4.2
  • PRAProAssurance Corporation4.2
  • COINCoinbase Global, Inc.4.1
  • RQICohen & Steers Quality Income R4.1
  • BHFBrighthouse Financial, Inc.4.0
  • GGALGrupo Financiero Galicia S.A.3.9
  • CLSKCleanSpark, Inc.3.7
  • MARAMARA Holdings, Inc.3.7
  • RIOTRiot Platforms, Inc.3.7

Industries in this Sector

Industry
Banks - Regional141Asset Management108Capital Markets39Insurance - Property & Casualty29Credit Services28Banks - Diversified19Insurance - Life15Insurance - Diversified12Insurance Brokers11Financial Data & Stock Exchanges10Insurance - Specialty10Insurance - Reinsurance4Mortgage Finance4Financial Conglomerates3Shell Companies1
Last updated 4/25/2026 · 444 stocks tracked · Methodology