# Financial Services — Sector Hub

> Quantitative analysis from TrendMatrix. Data for informational use only — not investment advice.

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.

- **Stocks tracked:** 440 (primer N: 435)
- **Sentiment:** 47 bullish · 164 neutral · 229 bearish · avg score 5.72
- **Last updated:** 2026-04-25T16:28:11+00:00

## Ranked Stocks

| # | Symbol | Name | Verdict | Score | Price | Upside |
|---|---|---|---|---|---|---|
| 1 | [SLDE](https://trendmatrix.com/stocks/SLDE) | Slide Insurance Holdings, Inc. | STRONG_BUY_WAIT | 7.2 | $18.29 | +20.7% |
| 2 | [FUTU](https://trendmatrix.com/stocks/FUTU) | Futu Holdings Limited | STRONG_BUY_WAIT | 7.0 | $154.31 | +38.6% |
| 3 | [TIGR](https://trendmatrix.com/stocks/TIGR) | UP Fintech Holding Limited | STRONG_BUY_WAIT | 6.9 | $6.61 | +70.0% |
| 4 | [XZO](https://trendmatrix.com/stocks/XZO) | Exzeo Group, Inc. | STRONG_BUY_WAIT | 6.9 | $16.23 | +41.6% |
| 5 | [FAF](https://trendmatrix.com/stocks/FAF) | First American Corporation (New | STRONG_BUY_WAIT | 6.8 | $70.69 | +8.8% |
| 6 | [PNFP](https://trendmatrix.com/stocks/PNFP) | Pinnacle Financial Partners, In | STRONG_BUY_WAIT | 6.7 | $99.57 | +10.0% |
| 7 | [WT](https://trendmatrix.com/stocks/WT) | WisdomTree, Inc. | STRONG_BUY_WAIT | 6.7 | $17.07 | +13.8% |
| 8 | [EVR](https://trendmatrix.com/stocks/EVR) | Evercore Inc. | STRONG_BUY_WAIT | 6.6 | $318.18 | +8.3% |
| 9 | [SEZL](https://trendmatrix.com/stocks/SEZL) | Sezzle Inc. | STRONG_BUY_WAIT | 6.6 | $78.31 | +15.0% |
| 10 | [VLY](https://trendmatrix.com/stocks/VLY) | Valley National Bancorp | STRONG_BUY_WAIT | 6.6 | $13.70 | +9.4% |
| 11 | [ENVA](https://trendmatrix.com/stocks/ENVA) | Enova International, Inc. | STRONG_BUY_WAIT | 6.5 | $169.75 | +20.4% |
| 12 | [OMF](https://trendmatrix.com/stocks/OMF) | OneMain Holdings, Inc. | STRONG_BUY_WAIT | 6.5 | $58.55 | +11.2% |
| 13 | [TMP](https://trendmatrix.com/stocks/TMP) | Tompkins Financial Corporation | STRONG_BUY_WAIT | 6.5 | $84.50 | +7.1% |
| 14 | [VCTR](https://trendmatrix.com/stocks/VCTR) | Victory Capital Holdings, Inc.  | STRONG_BUY_WAIT | 6.5 | $78.17 | +18.5% |
| 15 | [WSBC](https://trendmatrix.com/stocks/WSBC) | WesBanco, Inc. | STRONG_BUY_WAIT | 6.5 | $34.61 | +8.4% |
| 16 | [FBK](https://trendmatrix.com/stocks/FBK) | FB Financial Corporation | STRONG_BUY_WAIT | 6.4 | $54.42 | +8.5% |
| 17 | [GABC](https://trendmatrix.com/stocks/GABC) | German American Bancorp, Inc. | STRONG_BUY_WAIT | 6.4 | $43.18 | +8.9% |
| 18 | [PIPR](https://trendmatrix.com/stocks/PIPR) | Piper Sandler Companies | STRONG_BUY_WAIT | 6.4 | $86.82 | +10.5% |
| 19 | [SII](https://trendmatrix.com/stocks/SII) | Sprott Inc. | STRONG_BUY_WAIT | 6.4 | $130.90 | +16.5% |
| 20 | [BLK](https://trendmatrix.com/stocks/BLK) | BlackRock, Inc. | STRONG_BUY_WAIT | 6.2 | $1,062.69 | +9.1% |
| 21 | [CSQ](https://trendmatrix.com/stocks/CSQ) | Calamos Strategic Total Return  | STRONG_BUY_WAIT | 6.2 | $19.60 | +16.6% |
| 22 | [V](https://trendmatrix.com/stocks/V) | Visa Inc. | STRONG_BUY_WAIT | 6.2 | $331.14 | +12.4% |
| 23 | [AX](https://trendmatrix.com/stocks/AX) | Axos Financial, Inc. | STRONG_BUY_WAIT | 6.1 | $97.00 | +11.6% |
| 24 | [TPG](https://trendmatrix.com/stocks/TPG) | TPG Inc. | STRONG_BUY_WAIT | 6.1 | $43.32 | +18.1% |
| 25 | [AMG](https://trendmatrix.com/stocks/AMG) | Affiliated Managers Group, Inc. | STRONG_BUY_WAIT | 6.0 | $295.92 | +13.2% |
| 26 | [BANC](https://trendmatrix.com/stocks/BANC) | Banc of California, Inc. | STRONG_BUY_WAIT | 6.0 | $18.79 | +9.0% |
| 27 | [LAZ](https://trendmatrix.com/stocks/LAZ) | Lazard, Inc. | STRONG_BUY_WAIT | 6.0 | $48.41 | +10.6% |
| 28 | [NDAQ](https://trendmatrix.com/stocks/NDAQ) | Nasdaq, Inc. | STRONG_BUY_WAIT | 6.0 | $91.67 | +7.8% |
| 29 | [NMIH](https://trendmatrix.com/stocks/NMIH) | NMI Holdings Inc | STRONG_BUY_WAIT | 6.0 | $38.91 | +7.1% |
| 30 | [AON](https://trendmatrix.com/stocks/AON) | Aon plc | STRONG_BUY_WAIT | 5.9 | $309.53 | +16.0% |
| 31 | [FIGR](https://trendmatrix.com/stocks/FIGR) | Figure Technology Solutions, In | STRONG_BUY_WAIT | 5.9 | $34.34 | +33.9% |
| 32 | [LPLA](https://trendmatrix.com/stocks/LPLA) | LPL Financial Holdings Inc. | STRONG_BUY_WAIT | 5.9 | $334.31 | +10.9% |
| 33 | [PRK](https://trendmatrix.com/stocks/PRK) | Park National Corporation | STRONG_BUY_WAIT | 5.9 | $173.78 | +7.1% |
| 34 | [RDN](https://trendmatrix.com/stocks/RDN) | Radian Group Inc. | STRONG_BUY_WAIT | 5.9 | $35.91 | +7.3% |
| 35 | [ACT](https://trendmatrix.com/stocks/ACT) | Enact Holdings, Inc. | STRONG_BUY_WAIT | 5.8 | $42.91 | +6.9% |
| 36 | [AIG](https://trendmatrix.com/stocks/AIG) | American International Group, I | STRONG_BUY_WAIT | 5.8 | $74.81 | +6.4% |
| 37 | [CBOE](https://trendmatrix.com/stocks/CBOE) | Cboe Global Markets, Inc. | STRONG_BUY_WAIT | 5.8 | $300.28 | +7.1% |
| 38 | [EFSC](https://trendmatrix.com/stocks/EFSC) | Enterprise Financial Services C | STRONG_BUY_WAIT | 5.8 | $58.02 | +8.3% |
| 39 | [PFBC](https://trendmatrix.com/stocks/PFBC) | Preferred Bank | STRONG_BUY_WAIT | 5.8 | $95.29 | +7.8% |
| 40 | [NWG](https://trendmatrix.com/stocks/NWG) | NatWest Group plc | STRONG_BUY_WAIT | 5.7 | $16.05 | +7.3% |
| 41 | [PJT](https://trendmatrix.com/stocks/PJT) | PJT Partners Inc. | STRONG_BUY_WAIT | 5.7 | $151.43 | +11.2% |
| 42 | [RYAN](https://trendmatrix.com/stocks/RYAN) | Ryan Specialty Holdings, Inc. | STRONG_BUY_WAIT | 5.7 | $34.61 | +31.6% |
| 43 | [APAM](https://trendmatrix.com/stocks/APAM) | Artisan Partners Asset Manageme | STRONG_BUY_WAIT | 5.5 | $37.59 | +9.1% |
| 44 | [MTG](https://trendmatrix.com/stocks/MTG) | MGIC Investment Corporation | STRONG_BUY_WAIT | 5.4 | $26.80 | +9.5% |
| 45 | [AJG](https://trendmatrix.com/stocks/AJG) | Arthur J. Gallagher & Co. | STRONG_BUY_WAIT | 4.9 | $205.75 | +19.2% |
| 46 | [ARES](https://trendmatrix.com/stocks/ARES) | Ares Management Corporation | STRONG_BUY_WAIT | 4.8 | $117.14 | +14.4% |
| 47 | [BRK-B](https://trendmatrix.com/stocks/BRK-B) | Berkshire Hathaway Inc. New | STRONG_BUY_WAIT | 4.8 | $474.56 | +6.1% |
| 48 | [HCI](https://trendmatrix.com/stocks/HCI) | HCI Group, Inc. | HOLD_IF_HOLDING | 7.3 | $152.63 | +36.4% |
| 49 | [ETG](https://trendmatrix.com/stocks/ETG) | Eaton Vance Tax-Advantaged Glob | HOLD_IF_HOLDING | 7.2 | $22.68 | +10.3% |
| 50 | [CUBI](https://trendmatrix.com/stocks/CUBI) | Customers Bancorp, Inc | HOLD_IF_HOLDING | 7.0 | $76.98 | +1.8% |

_Showing top 50 of 440 tracked. Full list at `/api/sectors/financial-services/rollup`._

## Recent 8-K Events (last 30 days)

- **PNC** [Item 5.02] (2026-04-24): Shareholders approved the 2026 Omnibus Equity Incentive Plan at PNC annual meeting on April 22, 2026; previously approved by Board on March 5, 2026. Covers incentive awards for employees, non-employee directors, and service providers. No officer departure involved.
- **TCBI** [Item 5.02] (2026-04-23): John Cummings, Managing Director and Chief Administrative Officer, named Chief Operating Officer effective April 16, 2026. Internal promotion; no reason cited for prior COO vacancy.
- **CLBK** [Item 5.02] (2026-04-23): Thomas Splaine Jr., EVP and CFO (appointed Jan 28, 2026), formally designated as principal financial and accounting officer for SEC reporting. Administrative designation only.
- **GSHD** [Item 5.02] (2026-04-22): John Martin appointed as Chief Financial Officer effective April 20, 2026. No prior CFO departure described in this filing. No reason cited.
- **TROW** [Item 5.02] (2026-04-22): T. Rowe Price and Oak Hill Advisors (OHA) entered updated evergreen operating arrangement. Amended employment agreement with Glenn R. August (OHA CEO and Company Board member): annual base salary $350,000, eligible for annual bonus and equity incentives. Routine retention/compensation arrangement.
- **RDN** [Item 5.02] (2026-04-21): Eric R. Ray (SVP, Chief Digital Officer) provided notice of retirement effective July 1, 2026. No disagreement cited. No successor named.
- **AGM-A** [Item 5.02] (2026-04-21): Farmer Mac appointed Mandy M. Talan (Managing Director, Corporate Controller) as principal accounting officer effective April 21, 2026. No disagreement cited.
- **AGM** [Item 5.02] (2026-04-21): Farmer Mac appointed Mandy M. Talan (Managing Director, Corporate Controller) as principal accounting officer effective April 21, 2026. No disagreement cited.
- **BK** [Item 5.02] (2026-04-17): Charles F. Lowrey appointed to the Board's Risk Committee and Corporate Governance, Nominating and Social Responsibility Committee on April 14, 2026. Lowrey had been elected to the Board effective February 15, 2026.
- **MKTX** [Item 5.02] (2026-04-17): Douglas Cifu appointed to Compensation/Talent and Finance Committees; Kenneth Schiciano appointed to Audit Committee, both effective May 1, 2026. Routine board committee assignments following January 2026 director elections.

## Cross-Company Themes

- **commercial real estate loans** — 7 companies (VLY, WSBC, PFS, VLYPO, VLYPP, ABCB, HOMB)
- **California** — 6 companies (BANC, ACT, PLMR, MCY, EWBC, PFG)
- **New Jersey, New York metropolitan area and Florida** — 3 companies (VLY, VLYPO, VLYPP)
- **Puerto Rico** — 3 companies (BPOP, OFG, FBP)
- **bitcoin** — 3 companies (CLSK, XXI, RIOT)

## Industries in this Sector

- [Banks - Regional](https://trendmatrix.com/industries/banks-regional) — 141 stocks
- [Asset Management](https://trendmatrix.com/industries/asset-management) — 108 stocks
- [Capital Markets](https://trendmatrix.com/industries/capital-markets) — 39 stocks
- [Insurance - Property & Casualty](https://trendmatrix.com/industries/insurance-property-and-casualty) — 29 stocks
- [Credit Services](https://trendmatrix.com/industries/credit-services) — 28 stocks
- [Banks - Diversified](https://trendmatrix.com/industries/banks-diversified) — 19 stocks
- [Insurance - Life](https://trendmatrix.com/industries/insurance-life) — 15 stocks
- [Insurance - Diversified](https://trendmatrix.com/industries/insurance-diversified) — 12 stocks
- [Insurance Brokers](https://trendmatrix.com/industries/insurance-brokers) — 11 stocks
- [Financial Data & Stock Exchanges](https://trendmatrix.com/industries/financial-data-and-stock-exchanges) — 10 stocks
- [Insurance - Specialty](https://trendmatrix.com/industries/insurance-specialty) — 10 stocks
- [Insurance - Reinsurance](https://trendmatrix.com/industries/insurance-reinsurance) — 4 stocks
- [Mortgage Finance](https://trendmatrix.com/industries/mortgage-finance) — 4 stocks
- [Financial Conglomerates](https://trendmatrix.com/industries/financial-conglomerates) — 3 stocks
- [Shell Companies](https://trendmatrix.com/industries/shell-companies) — 1 stocks

## Canonical Links

- HTML: https://trendmatrix.com/sectors/financial-services
- JSON: https://trendmatrix.com/api/sectors/financial-services/rollup
- Markdown: https://trendmatrix.com/sectors/financial-services.md