Skip to main content

Financial Services

441 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)
1VCTR7.2Buy Wait$83.43+6.9%
2CUBI7.1Buy Wait$81.01+17.9%
3FUTU7.0Buy Wait$97.40+59.1%
4EVR6.8Buy Wait$342.02+10.6%
5PNFP6.8Buy Wait$101.04+9.4%
6BRO6.6Buy Wait$63.57+15.6%
7SII6.6Buy Wait$112.14+22.8%
8V6.6Buy Wait$336.73+11.4%
9MORN6.5Buy Wait$154.00+28.6%
10AMP6.4Buy Wait$453.20+7.3%
11NU6.4Buy Wait$13.21+26.3%
12BAP6.3Buy Wait$384.10+17.3%
13HCI6.3Buy Wait$180.46+18.7%
14MKTX6.3Buy Wait$112.54+40.8%
15WTW6.3Buy Wait$265.43+13.2%
16C6.2Buy Wait$141.76+10.6%
17AAMI6.1Buy Wait$72.20+17.6%
18CSQ6.1Buy Wait$20.04+6.9%
19EWBC6.1Buy Wait$129.47+8.4%
20RKT6.1Buy Wait$14.90+19.4%
21SPGI6.1Buy Wait$408.16+20.0%
22NTRS6.0Buy Wait$173.87+7.5%
23PJT6.0Buy Wait$151.63+11.3%
24APAM5.8Buy Wait$35.57+6.8%
25UBS5.8Buy Wait$49.34+6.2%
26BEN5.6Buy Wait$33.21+11.7%
27FDS5.0Buy Wait$231.74+16.0%
HOLD / WATCH
28RDN7.2Hold$37.50+1.3%
29ETG7.1Hold$22.84+0.3%
30COLB6.8Hold$32.18-1.7%
31GABC6.8Hold$47.65+0.7%
32HIG6.8Hold$133.89-1.9%
33PLMR6.8Hold$123.80+6.2%
34SSB6.8Hold$101.37-1.6%
35AUB6.7Hold$41.68-1.9%
36BGC6.7Hold$11.44+15.0%
37EZPW6.7Hold$32.46+5.9%
38FAF6.7Hold$67.06+11.0%
39INDB6.7Hold$85.19+6.1%
40IX6.7Hold$38.28+4.0%
41ONB6.7Hold$25.87-1.1%
42OTF6.7Hold$10.50+12.2%
43QCRH6.7Hold$98.27-1.5%
44STC6.7Hold$68.68+1.1%
45AOD6.6Hold$10.20+1.5%
46BPOP6.6Hold$166.770.0%
47ENVA6.6Hold$231.04+11.4%
48FBK6.6Hold$55.89+7.5%
49HLNE6.6Hold$77.77+51.7%
50IFS6.6Hold$55.79+2.2%
Show all 441 stocks ▾
  • INTRInter & Co. Inc.6.6
  • NBHCNational Bank Holdings Corporat6.6
  • ORIOld Republic International Corp6.6
  • VLYValley National Bancorp6.6
  • WSBCWesBanco, Inc.6.6
  • ACGLArch Capital Group Ltd.6.5
  • AFLAFLAC Incorporated6.5
  • AXSAxis Capital Holdings Limited6.5
  • BUSEFirst Busey Corporation6.5
  • CNOBConnectOne Bancorp, Inc.6.5
  • FFBCFirst Financial Bancorp.6.5
  • ICEIntercontinental Exchange Inc.6.5
  • MCYMercury General Corporation6.5
  • NICNicolet Bankshares Inc.6.5
  • PRIPrimerica, Inc.6.5
  • SCHWCharles Schwab Corporation (The6.5
  • SPNTSiriusPoint Ltd.6.5
  • TIGRUP Fintech Holding Limited6.5
  • TMPTompkins Financial Corporation6.5
  • VLYPOValley National Bancorp - 5.5% 6.5
  • ACGLOArch Capital Group Ltd. - Depos6.4
  • ALLYAlly Financial Inc.6.4
  • BBTBeacon Financial Corporation6.4
  • CET110176.4
  • CFGCitizens Financial Group, Inc.6.4
  • GAMGeneral American Investors, Inc6.4
  • MSCIMSCI Inc.6.4
  • NBTBNBT Bancorp Inc.6.4
  • NMIHNMI Holdings Inc6.4
  • SEZLSezzle Inc.6.4
  • TRUTransUnion6.4
  • WTWisdomTree, Inc.6.4
  • AXAxos Financial, Inc.6.3
  • BLKBlackRock, Inc.6.3
  • BOHBank of Hawaii Corporation6.3
  • BYByline Bancorp, Inc.6.3
  • CLMCornerstone Strategic Value Fd6.3
  • CRF331386.3
  • CTBICommunity Trust Bancorp, Inc.6.3
  • GBCIGlacier Bancorp, Inc.6.3
  • PBProsperity Bancshares, Inc.6.3
  • RNRRenaissanceRe Holdings Ltd.6.3
  • RVTRoyce Value Trust, Inc.6.3
  • TCBITexas Capital Bancshares, Inc.6.3
  • ABCBAmeris Bancorp6.2
  • AIGAmerican International Group, I6.2
  • AMGAffiliated Managers Group, Inc.6.2
  • CACCCredit Acceptance Corporation6.2
  • CBChubb Limited6.2
  • FHNFirst Horizon Corporation6.2
  • GDVGabelli Dividend & Income Trust6.2
  • HFWAHeritage Financial Corporation6.2
  • HLIHoulihan Lokey, Inc.6.2
  • LKFNLakeland Financial Corporation6.2
  • MFCManulife Financial Corporation6.2
  • NFJAllianzGI NFJ Dividend, Interes6.2
  • NWBINorthwest Bancshares, Inc.6.2
  • OFGOFG Bancorp6.2
  • OMFOneMain Holdings, Inc.6.2
  • PFSProvident Financial Services, I6.2
  • SFBSServisFirst Bancshares, Inc.6.2
  • SOFISoFi Technologies, Inc.6.2
  • TRINTrinity Capital Inc.6.2
  • UBSIUnited Bankshares, Inc.6.2
  • WSFSWSFS Financial Corporation6.2
  • WTFCWintrust Financial Corporation6.2
  • AIZAssurant, Inc.6.1
  • ARXAccelerant Holdings6.1
  • ASBAssociated Banc-Corp6.1
  • BANCBanc of California, Inc.6.1
  • BANRBanner Corporation6.1
  • BDJBlackrock Enhanced Equity Divid6.1
  • BFHBread Financial Holdings, Inc.6.1
  • BRK-BBerkshire Hathaway Inc. New6.1
  • EBCEastern Bankshares, Inc.6.1
  • FCFSFirstCash Holdings, Inc.6.1
  • FMBHFirst Mid Bancshares, Inc.6.1
  • GSHDGoosehead Insurance, Inc.6.1
  • KBKB Financial Group Inc6.1
  • KEYKeyCorp6.1
  • LNCLincoln National Corporation6.1
  • MBINMerchants Bancorp6.1
  • MFGMizuho Financial Group, Inc. Sp6.1
  • NTBBank of N.T. Butterfield & Son 6.1
  • PRKPark National Corporation6.1
  • PUKPrudential Public Limited Compa6.1
  • SYFSynchrony Financial6.1
  • TCBKTriCo Bancshares6.1
  • UCBUnited Community Banks, Inc.6.1
  • VLYPPValley National Bancorp - 6.25%6.1
  • WALWestern Alliance Bancorporation6.1
  • ZIONZions Bancorporation N.A.6.1
  • ALLAllstate Corporation (The)6.0
  • BACBank of America Corporation6.0
  • CATYCathay General Bancorp6.0
  • FBPFirst BanCorp. New6.0
  • GCMGGCM Grosvenor Inc.6.0
  • IBNICICI Bank Limited6.0
  • LCLendingClub Corporation6.0
  • MCMoelis & Company6.0
  • OSBCOld Second Bancorp, Inc.6.0
  • PNCPNC Financial Services Group, I6.0
  • RJFRaymond James Financial, Inc.6.0
  • SFStifel Financial Corporation6.0
  • SKWDSkyward Specialty Insurance Gro6.0
  • ADXAdams Diversified Equity Fund I5.9
  • BKThe Bank of New York Mellon Cor5.9
  • BLXBanco Latinoamericano de Comerc5.9
  • BMOBank Of Montreal5.9
  • BTGOBitGo Holdings, Inc.5.9
  • BURBurford Capital Limited5.9
  • EFSCEnterprise Financial Services C5.9
  • FBNCFirst Bancorp5.9
  • FNBF.N.B. Corporation5.9
  • LPLALPL Financial Holdings Inc.5.9
  • NWGNatWest Group plc5.9
  • OBKOrigin Bancorp, Inc.5.9
  • PSECProspect Capital Corporation5.9
  • TFCTruist Financial Corporation5.9
  • THGHanover Insurance Group Inc5.9
  • CBOECboe Global Markets, Inc.5.8
  • CMCanadian Imperial Bank of Comme5.8
  • CMECME Group Inc.5.8
  • FRMEFirst Merchants Corporation5.8
  • LYGLloyds Banking Group Plc5.8
  • PEBOPeoples Bancorp Inc.5.8
  • SHGShinhan Financial Group Co Ltd5.8
  • USBU.S. Bancorp5.8
  • ASAASA Gold and Precious Metals L5.7
  • BAMBrookfield Asset Management Inc5.7
  • BTTBlackRock Municipal 2030 Target5.7
  • CLBKColumbia Financial, Inc.5.7
  • FHBFirst Hawaiian, Inc.5.7
  • FIHLFidelis Insurance Holdings Limi5.7
  • HBANHuntington Bancshares Incorpora5.7
  • JPMJP Morgan Chase & Co.5.7
  • KNSLKinsale Capital Group, Inc.5.7
  • NEANuveen AMT-Free Quality Municip5.7
  • PFBCPreferred Bank5.7
  • WBSWebster Financial Corporation5.7
  • ARESAres Management Corporation5.6
  • BNSBank Nova Scotia Halifax Pfd 35.6
  • CBSHCommerce Bancshares, Inc.5.6
  • CFRCullen/Frost Bankers, Inc.5.6
  • FCNCAFirst Citizens BancShares, Inc.5.6
  • FFINFirst Financial Bankshares, Inc5.6
  • FHIFederated Hermes, Inc.5.6
  • HMNHorace Mann Educators Corporati5.6
  • JPCNuveen Preferred & Income Oppor5.6
  • MTBM&T Bank Corporation5.6
  • NADNuveen Quality Municipal Income5.6
  • PGRProgressive Corporation (The)5.6
  • RFRegions Financial Corporation5.6
  • RYRoyal Bank Of Canada5.6
  • STELStellar Bancorp, Inc.5.6
  • TYTri Continental Corporation5.6
  • ACTEnact Holdings, Inc.5.5
  • EVTEaton Vance Tax Advantaged Divi5.5
  • PYPLPayPal Holdings, Inc.5.5
  • SRCE1st Source Corporation5.5
  • SYBTStock Yards Bancorp, Inc.5.5
  • TROWT. Rowe Price Group, Inc.5.5
  • AMALAmalgamated Financial Corp.5.4
  • STBAS&T Bancorp, Inc.5.3
  • GSIWGarden Stage Limited4.9
  • TDToronto Dominion Bank (The)4.9
  • EMOClearBridge Energy Midstream Op4.8
  • STTState Street Corporation4.8
  • AGOAssured Guaranty Ltd.4.7
  • UTG532704.7
  • TYGTortoise Energy Infrastructure 4.3
  • SLDESlide Insurance Holdings, Inc.7.5
  • ECPGEncore Capital Group Inc6.9
  • VIRTVirtu Financial, Inc.6.9
  • BFCBank First Corporation6.7
  • FGF&G Annuities & Life, Inc.6.6
  • PAXPatria Investments Limited6.6
  • TOWNTowne Bank6.6
  • AGM-AFederal Agricultural Mortgage C6.5
  • HGHamilton Insurance Group, Ltd.6.5
  • JCAPJefferson Capital, Inc.6.5
  • MRXMarex Group plc6.5
  • JEFJefferies Financial Group Inc.6.4
  • LOBLive Oak Bancshares, Inc.6.4
  • MAMastercard Incorporated6.4
  • MCHBMechanics Bancorp6.4
  • RNSTRenasant Corporation6.4
  • BMNRBitMine Immersion Technologies,6.3
  • FIGRFigure Technology Solutions, In6.3
  • FNFFidelity National Financial, In6.3
  • UWMCUWM Holdings Corporation6.3
  • DCOMDime Commercial Bancshares, Inc6.2
  • NDAQNasdaq, Inc.6.2
  • TWTradeweb Markets Inc.6.2
  • WDWalker & Dunlop, Inc6.2
  • XPXP Inc.6.2
  • AGMFederal Agricultural Mortgage C6.1
  • BMABanco Macro S.A.6.1
  • FINVFinVolution Group6.1
  • FLGFlagstar Bank, N.A.6.1
  • GABGabelli Equity Trust, Inc. (The6.1
  • LAZLazard, Inc.6.1
  • PIPRPiper Sandler Companies6.1
  • RGAReinsurance Group of America, I6.1
  • RYANRyan Specialty Holdings, Inc.6.1
  • SEICSEI Investments Company6.1
  • XZOExzeo Group, Inc.6.1
  • ABAllianceBernstein Holding L.P.6.0
  • AXPAmerican Express Company6.0
  • BRK-ABerkshire Hathaway Inc.6.0
  • UPSTUpstart Holdings, Inc.6.0
  • WFWoori Financial Group Inc.6.0
  • AFRMAffirm Holdings, Inc.5.9
  • AONAon plc5.9
  • EGEverest Group, Ltd.5.9
  • HOPEHope Bancorp, Inc.5.9
  • HTGCHercules Capital, Inc.5.9
  • KLARKlarna Group plc5.9
  • MIAXMiami International Holdings, I5.9
  • MSMorgan Stanley5.9
  • WAFDWaFd, Inc.5.9
  • AJGArthur J. Gallagher & Co.5.8
  • AVALGrupo Aval Acciones y Valores S5.8
  • BWINThe Baldwin Insurance Group, In5.8
  • CNOCNO Financial Group, Inc.5.8
  • ESNTEssent Group Ltd.5.8
  • EXGEaton Vance Tax-Managed Global 5.8
  • SBETSharpLink, Inc.5.8
  • SLMSLM Corporation5.8
  • STEPStepStone Group Inc.5.8
  • WFCWells Fargo & Company5.8
  • GLGlobe Life Inc.5.7
  • HWCHancock Whitney Corporation5.7
  • METMetLife, Inc.5.7
  • NMRNomura Holdings Inc5.7
  • NUVNuveen Municipal Value Fund, In5.7
  • SAFTSafety Insurance Group, Inc.5.7
  • TSLXSixth Street Specialty Lending,5.7
  • BBVABanco Bilbao Vizcaya Argentaria5.6
  • CCBCoastal Financial Corporation5.6
  • DBRGDigitalBridge Group, Inc.5.6
  • ETVEaton Vance Corporation Eaton V5.6
  • FCFFirst5.6
  • GBDCGolub Capital BDC, Inc.5.6
  • GOLDGold.com, Inc.5.6
  • GSGoldman Sachs Group, Inc. (The)5.6
  • MCOMoody's Corporation5.6
  • NZFNuveen Municipal Credit Income 5.6
  • OBDCBlue Owl Capital Corporation5.6
  • SNEXStoneX Group Inc.5.6
  • TBBKThe Bancorp, Inc.5.6
  • UNMUnum Group5.6
  • VOYAVoya Financial, Inc.5.6
  • AFGAmerican Financial Group, Inc.5.5
  • ARCCAres Capital Corporation5.5
  • BBDBanco Bradesco Sa5.5
  • CSWCCapital Southwest Corporation5.5
  • EOSEaton Vance Enhance Equity Inco5.5
  • FIBKFirst Interstate BancSystem, In5.5
  • FPFFirst Trust Intermediate Durati5.5
  • HQHTekla Healthcare Investors5.5
  • IBOCInternational Bancshares Corpor5.5
  • IGICInternational General Insurance5.5
  • INGING Group, N.V.5.5
  • IVZInvesco Ltd5.5
  • LMNDLemonade, Inc.5.5
  • LULufax Holding Ltd5.5
  • MRSHMarsh5.5
  • NBXGNBXG5.5
  • PDOPDO5.5
  • SIGISelective Insurance Group, Inc.5.5
  • BCATBCAT5.4
  • BXSLBlackstone Secured Lending Fund5.4
  • CASHPathward Financial, Inc.5.4
  • CBUCommunity Financial System, Inc5.4
  • CIBGrupo Cibest S.A.5.4
  • FITBFifth Third Bancorp5.4
  • FULTFulton Financial Corporation5.4
  • HOMBHome BancShares, Inc.5.4
  • ITUBItau Unibanco Banco Holding SA5.4
  • JHGJanus Henderson Group plc5.4
  • MSDLMSDL5.4
  • MUFGMitsubishi UFJ Financial Group,5.4
  • OWLBlue Owl Capital Inc.5.4
  • PDIPIMCO Dynamic Income Fund5.4
  • QFINQfin Holdings, Inc.5.4
  • SFNCSimmons First National Corporat5.4
  • TRMKTrustmark Corporation5.4
  • TRVThe Travelers Companies, Inc.5.4
  • WRBW.R. Berkley Corporation5.4
  • AEGAegon Ltd. New York Registry Sh5.3
  • AGBKAGI Inc5.3
  • BKUBankUnited, Inc.5.3
  • BSTBlackRock Science and Technolog5.3
  • BSTZBlackRock Science and Technolog5.3
  • BXBlackstone Inc.5.3
  • CHCOCity Holding Company5.3
  • CNACNA Financial Corporation5.3
  • COFCapital One Financial Corporati5.3
  • DBDeutsche Bank AG5.3
  • FITBIFifth Third Bancorp - Depositar5.3
  • FRHCFreedom Holding Corp.5.3
  • GLXYGalaxy Digital Inc.5.3
  • GOFGuggenheim Strategic Opportunit5.3
  • GSBDGoldman Sachs BDC, Inc.5.3
  • MTGMGIC Investment Corporation5.3
  • NNINelnet, Inc.5.3
  • OCFCOceanFirst Financial Corp.5.3
  • QQQXNuveen NASDAQ 100 Dynamic Overw5.3
  • SANBanco Santander, S.A. Sponsored5.3
  • BCSBarclays PLC5.2
  • CBCCentral Bancompany, Inc.5.2
  • CNSCohen & Steers Inc5.2
  • ECATECAT5.2
  • ETOReToro Group Ltd.5.2
  • HYTBlackrock Corporate High Yield 5.2
  • KYNKayne Anderson MLP/Midstream In5.2
  • OZKBank OZK5.2
  • PFSIPennyMac Financial Services, In5.2
  • PTA2409055.2
  • TFINTriumph Financial, Inc.5.2
  • UTFCohen & Steers Infrastructure F5.2
  • BBDOBanco Bradesco Sa5.1
  • BNBrookfield Corporation5.1
  • BSBRBanco Santander Brasil SA5.1
  • CGThe Carlyle Group Inc.5.1
  • FSKFS KKR Capital Corp.5.1
  • HSBCHSBC Holdings, plc.5.1
  • NPNeptune Insurance Holdings Inc.5.1
  • PRUPrudential Financial, Inc.5.1
  • SMFGSumitomo Mitsui Financial Group5.1
  • WABCWestamerica Bancorporation5.1
  • ERIEErie Indemnity Company5.0
  • ETYEaton Vance Tax-Managed Diversi5.0
  • HDBHDFC Bank Limited5.0
  • IBKRInteractive Brokers Group, Inc.5.0
  • JFRNuveen Floating Rate Income Fun5.0
  • PTYPimco Corporate & Income Opport5.0
  • RLIRLI Corp.5.0
  • TPGTPG Inc.5.0
  • TRUPTrupanion, Inc.5.0
  • WUWestern Union Company (The)5.0
  • DNPDNP Select Income Fund, Inc.4.9
  • MAINMain Street Capital Corporation4.9
  • NMZNuveen Municipal High Income Op4.9
  • RBCAARepublic Bancorp, Inc.4.9
  • SLMBPSLM Corporation - Floating Rate4.9
  • STEWSTEW4.9
  • USALiberty All-Star Equity Fund4.9
  • BSACBanco Santander - Chile4.8
  • CRBGCorebridge Financial Inc.4.8
  • CRVLCorVel Corp.4.8
  • HOODRobinhood Markets, Inc.4.8
  • PFGPrincipal Financial Group Inc4.8
  • BBARBanco BBVA Argentina S.A.4.7
  • EVV3161004.7
  • JXNJackson Financial Inc.4.7
  • KKRKKR & Co. Inc.4.7
  • MAASMaase Inc.4.7
  • HTHHilltop Holdings Inc.4.6
  • LLoews Corporation4.6
  • MUCBlackrock MuniHoldings Californ4.6
  • NVGNuveen AMT-Free Municipal Credi4.6
  • SLFSun Life Financial Inc.4.6
  • WTMWhite Mountains Insurance Group4.6
  • BHFAPBrighthouse Financial, Inc. - D4.5
  • GNWGenworth Financial Inc4.5
  • HASIHA Sustainable Infrastructure C4.5
  • HGTYHagerty, Inc.4.5
  • HUTHut 8 Corp.4.5
  • MKLMarkel Group Inc.4.5
  • NACNuveen California Quality Munic4.5
  • DSLDoubleLine Income Solutions Fun4.4
  • PRAProAssurance Corporation4.4
  • TFSLTFS Financial Corporation4.4
  • APOApollo Global Management, Inc. 4.3
  • BCHBanco De Chile4.3
  • BNTBrookfield Wealth Solutions Ltd4.3
  • IRENIREN LIMITED4.3
  • KMPRKemper Corporation4.3
  • PWPPerella Weinberg Partners4.3
  • BHFBrighthouse Financial, Inc.4.2
  • CRCLCircle Internet Group, Inc.4.2
  • EQHEquitable Holdings, Inc.4.2
  • XXITwenty One Capital, Inc.4.2
  • RQICohen & Steers Quality Income R4.1
  • COINCoinbase Global, Inc.3.9
  • GGALGrupo Financiero Galicia S.A.3.7
  • RIOTRiot Platforms, Inc.3.7
  • CLSKCleanSpark, Inc.3.6
  • MARAMARA Holdings, Inc.3.5

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 · 441 stocks tracked · Methodology