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Financial Services

440 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)
1SLDE7.2Buy Wait$18.62+20.4%
2TIGR7.1Buy Wait$6.77+65.8%
3XZO7.1Buy Wait$16.40+41.5%
4FUTU7.0Buy Wait$155.08+39.2%
5CUBI6.9Buy Wait$77.08+9.8%
6FAF6.9Buy Wait$68.52+12.5%
7EVR6.8Buy Wait$316.79+8.1%
8BY6.7Buy Wait$32.56+5.3%
9PFSI6.7Buy Wait$92.13+19.4%
10PIPR6.7Buy Wait$79.42+12.2%
11PNFP6.7Buy Wait$98.64+9.7%
12VLY6.7Buy Wait$13.51+8.4%
13WT6.7Buy Wait$16.62+13.4%
14SEZL6.6Buy Wait$85.50+10.6%
15SII6.6Buy Wait$131.13+16.6%
16WSBC6.6Buy Wait$34.45+7.8%
17GABC6.5Buy Wait$43.42+8.8%
18UWMC6.5Buy Wait$3.65+54.1%
19CFG6.4Buy Wait$64.42+7.1%
20ENVA6.4Buy Wait$170.93+20.0%
21HIG6.4Buy Wait$135.81+7.6%
22PRU6.4Buy Wait$98.62+7.4%
23BFH6.3Buy Wait$85.34+10.7%
24FBK6.3Buy Wait$54.17+6.2%
25HG6.3Buy Wait$31.60+8.5%
26HTGC6.3Buy Wait$16.25+8.8%
27V6.3Buy Wait$327.52+14.1%
28AMP6.2Buy Wait$467.19+9.5%
29BLK6.2Buy Wait$1059.01+9.1%
30MRX6.2Buy Wait$52.49+18.6%
31BANC6.1Buy Wait$18.58+8.8%
32BUR6.1Buy Wait$5.20+57.3%
33NMIH6.0Buy Wait$37.21+10.3%
34PJT6.0Buy Wait$154.84+11.5%
35CACC5.9Buy Wait$504.84+11.0%
36FIGR5.9Buy Wait$36.32+28.4%
37IGIC5.9Buy Wait$25.40+10.1%
38PRK5.9Buy Wait$173.26+9.2%
39PYPL5.9Buy Wait$50.55+9.7%
40ITUB5.8Buy Wait$8.67+8.9%
41RDN5.8Buy Wait$35.43+7.3%
42ACT5.7Buy Wait$42.60+7.8%
43HGTY5.7Buy Wait$10.34+13.2%
44KKR5.7Buy Wait$103.68+12.0%
45PNC5.7Buy Wait$220.71+7.2%
46JXN5.6Buy Wait$114.19+13.4%
47IBOC5.4Buy Wait$71.66+6.9%
48PAX5.4Buy Wait$12.69+14.6%
49AGM5.2Buy Wait$174.75+8.5%
HOLD / WATCH
50HCI7.3Hold$152.30+36.7%
Show all 440 stocks ▾
  • ETGEaton Vance Tax-Advantaged Glob7.1
  • PLMRPalomar Holdings, Inc.6.9
  • AODAberdeen Total Dynamic Dividend6.8
  • CET110176.8
  • CLMCornerstone Strategic Value Fd6.8
  • CRF331386.7
  • GAMGeneral American Investors, Inc6.7
  • IXORIX Corporation6.7
  • SKWDSkyward Specialty Insurance Gro6.7
  • AUBAtlantic Union Bankshares Corpo6.6
  • BROBrown & Brown, Inc.6.6
  • CNOBConnectOne Bancorp, Inc.6.6
  • COLBColumbia Banking System, Inc.6.6
  • FFBCFirst Financial Bancorp.6.6
  • FIBKFirst Interstate BancSystem, In6.6
  • INDBIndependent Bank Corp.6.6
  • MCYMercury General Corporation6.6
  • RVTRoyce Value Trust, Inc.6.6
  • JHGJanus Henderson Group plc6.5
  • KBKB Financial Group Inc6.5
  • NBHCNational Bank Holdings Corporat6.5
  • PRIPrimerica, Inc.6.5
  • QCRHQCR Holdings, Inc.6.5
  • SSBSouthState Bank Corporation6.5
  • STCStewart Information Services Co6.5
  • TDToronto Dominion Bank (The)6.5
  • TMPTompkins Financial Corporation6.5
  • VCTRVictory Capital Holdings, Inc. 6.5
  • VLYPOValley National Bancorp - 5.5% 6.5
  • WSFSWSFS Financial Corporation6.5
  • ALLYAlly Financial Inc.6.4
  • BUSEFirst Busey Corporation6.4
  • GDVGabelli Dividend & Income Trust6.4
  • NBTBNBT Bancorp Inc.6.4
  • NICNicolet Bankshares Inc.6.4
  • ONBOld National Bancorp6.4
  • SFBSServisFirst Bancshares, Inc.6.4
  • UBSIUnited Bankshares, Inc.6.4
  • VLYPPValley National Bancorp - 6.25%6.4
  • ABAllianceBernstein Holding L.P.6.3
  • ACGLOArch Capital Group Ltd. - Depos6.3
  • AXSAxis Capital Holdings Limited6.3
  • BDJBlackrock Enhanced Equity Divid6.3
  • BPOPPopular, Inc.6.3
  • CCitigroup, Inc.6.3
  • CSQCalamos Strategic Total Return 6.3
  • FCFSFirstCash Holdings, Inc.6.3
  • GBCIGlacier Bancorp, Inc.6.3
  • GCMGGCM Grosvenor Inc.6.3
  • INTRInter & Co. Inc.6.3
  • LKFNLakeland Financial Corporation6.3
  • MSCIMSCI Inc.6.3
  • PUKPrudential Public Limited Compa6.3
  • RYANRyan Specialty Holdings, Inc.6.3
  • SFStifel Financial Corporation6.3
  • TCBITexas Capital Bancshares, Inc.6.3
  • UBSUBS Group AG Registered6.3
  • WTWWillis Towers Watson Public Lim6.3
  • ABCBAmeris Bancorp6.2
  • ACGLArch Capital Group Ltd.6.2
  • ADXAdams Diversified Equity Fund I6.2
  • ASAASA Gold and Precious Metals L6.2
  • BAPCredicorp Ltd.6.2
  • CATYCathay General Bancorp6.2
  • CTBICommunity Trust Bancorp, Inc.6.2
  • DCOMDime Community Bancshares, Inc.6.2
  • FHNFirst Horizon Corporation6.2
  • HSBCHSBC Holdings, plc.6.2
  • ICEIntercontinental Exchange Inc.6.2
  • LCLendingClub Corporation6.2
  • NWBINorthwest Bancshares, Inc.6.2
  • ORIOld Republic International Corp6.2
  • SHGShinhan Financial Group Co Ltd6.2
  • TCBKTriCo Bancshares6.2
  • THGHanover Insurance Group Inc6.2
  • ZIONZions Bancorporation N.A.6.2
  • AMGAffiliated Managers Group, Inc.6.1
  • ASBAssociated Banc-Corp6.1
  • BACBank of America Corporation6.1
  • EZPWEZCORP, Inc.6.1
  • FBPFirst BanCorp. New6.1
  • HFWAHeritage Financial Corporation6.1
  • KEYKeyCorp6.1
  • MBINMerchants Bancorp6.1
  • NTBBank of N.T. Butterfield & Son 6.1
  • OFGOFG Bancorp6.1
  • PFSProvident Financial Services, I6.1
  • RJFRaymond James Financial, Inc.6.1
  • ALLAllstate Corporation (The)6.0
  • AXAxos Financial, Inc.6.0
  • BANRBanner Corporation6.0
  • BBDBanco Bradesco Sa6.0
  • BBDOBanco Bradesco Sa6.0
  • BOHBank of Hawaii Corporation6.0
  • BSBRBanco Santander Brasil SA6.0
  • CBChubb Limited6.0
  • CBOECboe Global Markets, Inc.6.0
  • EWBCEast West Bancorp, Inc.6.0
  • LNCLincoln National Corporation6.0
  • NDAQNasdaq, Inc.6.0
  • NFJAllianzGI NFJ Dividend, Interes6.0
  • NTRSNorthern Trust Corporation6.0
  • NWGNatWest Group plc6.0
  • PBProsperity Bancshares, Inc.6.0
  • RNRRenaissanceRe Holdings Ltd.6.0
  • SCHWCharles Schwab Corporation (The6.0
  • SMFGSumitomo Mitsui Financial Group6.0
  • SOFISoFi Technologies, Inc.6.0
  • SPNTSiriusPoint Ltd.6.0
  • VOYAVoya Financial, Inc.6.0
  • WTFCWintrust Financial Corporation6.0
  • ARXAccelerant Holdings5.9
  • CLBKColumbia Financial, Inc.5.9
  • FHIFederated Hermes, Inc.5.9
  • FMBHFirst Mid Bancshares, Inc.5.9
  • FNBF.N.B. Corporation5.9
  • HBANHuntington Bancshares Incorpora5.9
  • HLNEHamilton Lane Incorporated5.9
  • IBNICICI Bank Limited5.9
  • IFSIntercorp Financial Services In5.9
  • MFGMizuho Financial Group, Inc. Sp5.9
  • SLFSun Life Financial Inc.5.9
  • TRINTrinity Capital Inc.5.9
  • AIGAmerican International Group, I5.8
  • BKThe Bank of New York Mellon Cor5.8
  • BTTBlackRock Municipal 2030 Target5.8
  • CMCanadian Imperial Bank of Comme5.8
  • EVTEaton Vance Tax Advantaged Divi5.8
  • HLIHoulihan Lokey, Inc.5.8
  • MCMoelis & Company5.8
  • MKTXMarketAxess Holdings, Inc.5.8
  • NEANuveen AMT-Free Quality Municip5.8
  • PFBCPreferred Bank5.8
  • PSECProspect Capital Corporation5.8
  • SYFSynchrony Financial5.8
  • TYTri Continental Corporation5.8
  • WBSWebster Financial Corporation5.8
  • APAMArtisan Partners Asset Manageme5.7
  • FCNCAFirst Citizens BancShares, Inc.5.7
  • FFINFirst Financial Bankshares, Inc5.7
  • FIHLFidelis Insurance Holdings Limi5.7
  • GSGoldman Sachs Group, Inc. (The)5.7
  • JPCNuveen Preferred & Income Oppor5.7
  • LYGLloyds Banking Group Plc5.7
  • NADNuveen Quality Municipal Income5.7
  • OSBCOld Second Bancorp, Inc.5.7
  • PEBOPeoples Bancorp Inc.5.7
  • RFRegions Financial Corporation5.7
  • SPGIS&P Global Inc.5.7
  • UCBUnited Community Banks, Inc.5.7
  • AIZAssurant, Inc.5.6
  • APOApollo Global Management, Inc. 5.6
  • BLXBanco Latinoamericano de Comerc5.6
  • CMECME Group Inc.5.6
  • EFSCEnterprise Financial Services C5.6
  • FHBFirst Hawaiian, Inc.5.6
  • FRMEFirst Merchants Corporation5.6
  • JPMJP Morgan Chase & Co.5.6
  • NZFNuveen Municipal Credit Income 5.6
  • OBKOrigin Bancorp, Inc.5.6
  • SRCE1st Source Corporation5.6
  • USBU.S. Bancorp5.6
  • LLoews Corporation5.5
  • SYBTStock Yards Bancorp, Inc.5.5
  • CNACNA Financial Corporation5.4
  • STBAS&T Bancorp, Inc.5.4
  • STELStellar Bancorp, Inc.5.4
  • TSLXSixth Street Specialty Lending,5.4
  • OCFCOceanFirst Financial Corp.5.3
  • GBDCGolub Capital BDC, Inc.5.2
  • AMALAmalgamated Financial Corp.5.0
  • GSIWGarden Stage Limited4.9
  • BRK-BBerkshire Hathaway Inc. New4.8
  • BRK-ABerkshire Hathaway Inc.4.7
  • TFSLTFS Financial Corporation4.6
  • JCAPJefferson Capital, Inc.7.1
  • VIRTVirtu Financial, Inc.6.8
  • BFCBank First Corporation6.6
  • AFLAFLAC Incorporated6.5
  • ECPGEncore Capital Group Inc6.5
  • OMFOneMain Holdings, Inc.6.5
  • BBTBeacon Financial Corporation6.4
  • LOBLive Oak Bancshares, Inc.6.4
  • MORNMorningstar, Inc.6.4
  • TOWNTowne Bank6.4
  • BGCBGC Group, Inc.6.3
  • CGThe Carlyle Group Inc.6.3
  • MSMorgan Stanley6.3
  • NUNu Holdings Ltd.6.3
  • SBETSharpLink, Inc.6.3
  • BMNRBitMine Immersion Technologies,6.2
  • GSHDGoosehead Insurance, Inc.6.2
  • RGAReinsurance Group of America, I6.2
  • RNSTRenasant Corporation6.2
  • BNSBank Nova Scotia Halifax Pfd 36.1
  • BSTBlackRock Science and Technolog6.1
  • GABGabelli Equity Trust, Inc. (The6.1
  • OTFBlue Owl Technology Finance Cor6.1
  • SEICSEI Investments Company6.1
  • WALWestern Alliance Bancorporation6.1
  • XPXP Inc.6.1
  • BSTZBlackRock Science and Technolog6.0
  • ETVEaton Vance Corporation Eaton V6.0
  • FGF&G Annuities & Life, Inc.6.0
  • HMNHorace Mann Educators Corporati6.0
  • LAZLazard, Inc.6.0
  • LPLALPL Financial Holdings Inc.6.0
  • MAMastercard Incorporated6.0
  • STEPStepStone Group Inc.6.0
  • TRUTransUnion6.0
  • TWTradeweb Markets Inc.6.0
  • WTMWhite Mountains Insurance Group6.0
  • AFRMAffirm Holdings, Inc.5.9
  • AVALGrupo Aval Acciones y Valores S5.9
  • EBCEastern Bankshares, Inc.5.9
  • EOSEaton Vance Enhance Equity Inco5.9
  • IVZInvesco Ltd5.9
  • JEFJefferies Financial Group Inc.5.9
  • NBXGNBXG5.9
  • PDOPDO5.9
  • SAFTSafety Insurance Group, Inc.5.9
  • AONAon plc5.8
  • BCATBCAT5.8
  • BENFranklin Resources, Inc.5.8
  • CNOCNO Financial Group, Inc.5.8
  • EGEverest Group, Ltd.5.8
  • EXGEaton Vance Tax-Managed Global 5.8
  • FLGFlagstar Bank, N.A.5.8
  • FNFFidelity National Financial, In5.8
  • GLGlobe Life Inc.5.8
  • HOPEHope Bancorp, Inc.5.8
  • LULufax Holding Ltd5.8
  • MCHBMechanics Bancorp5.8
  • NMRNomura Holdings Inc5.8
  • NUVNuveen Municipal Value Fund, In5.8
  • OBDCBlue Owl Capital Corporation5.8
  • UNMUnum Group5.8
  • UPSTUpstart Holdings, Inc.5.8
  • FPFFirst Trust Intermediate Durati5.7
  • HQHTekla Healthcare Investors5.7
  • QQQXNuveen NASDAQ 100 Dynamic Overw5.7
  • TROWT. Rowe Price Group, Inc.5.7
  • WAFDWaFd, Inc.5.7
  • WDWalker & Dunlop, Inc5.7
  • AAMIAcadian Asset Management Inc.5.6
  • ARCCAres Capital Corporation5.6
  • AXPAmerican Express Company5.6
  • BMABanco Macro S.A.5.6
  • BXSLBlackstone Secured Lending Fund5.6
  • CBUCommunity Financial System, Inc5.6
  • COFCapital One Financial Corporati5.6
  • FBNCFirst Bancorp5.6
  • FCFFirst5.6
  • FINVFinVolution Group5.6
  • FITBIFifth Third Bancorp - Depositar5.6
  • GLXYGalaxy Digital Inc.5.6
  • GOFGuggenheim Strategic Opportunit5.6
  • HYTBlackrock Corporate High Yield 5.6
  • INGING Group, N.V.5.6
  • MSDLMSDL5.6
  • PDIPIMCO Dynamic Income Fund5.6
  • SANBanco Santander, S.A. Sponsored5.6
  • SLMSLM Corporation5.6
  • UTFCohen & Steers Infrastructure F5.6
  • WFCWells Fargo & Company5.6
  • WRBW.R. Berkley Corporation5.6
  • AFGAmerican Financial Group, Inc.5.5
  • AJGArthur J. Gallagher & Co.5.5
  • BBVABanco Bilbao Vizcaya Argentaria5.5
  • CASHPathward Financial, Inc.5.5
  • CBSHCommerce Bancshares, Inc.5.5
  • CFRCullen/Frost Bankers, Inc.5.5
  • CSWCCapital Southwest Corporation5.5
  • DBDeutsche Bank AG5.5
  • ECATECAT5.5
  • ESNTEssent Group Ltd.5.5
  • IRENIREN LIMITED5.5
  • KNSLKinsale Capital Group, Inc.5.5
  • MCOMoody's Corporation5.5
  • METMetLife, Inc.5.5
  • MUFGMitsubishi UFJ Financial Group,5.5
  • QFINQfin Holdings, Inc.5.5
  • SNEXStoneX Group Inc.5.5
  • TFCTruist Financial Corporation5.5
  • AGBKAGI Inc5.4
  • AGM-AFederal Agricultural Mortgage C5.4
  • BCSBarclays PLC5.4
  • CCBCoastal Financial Corporation5.4
  • CIBGrupo Cibest S.A.5.4
  • ETYEaton Vance Tax-Managed Diversi5.4
  • GOLDGold.com, Inc.5.4
  • IBKRInteractive Brokers Group, Inc.5.4
  • KYNKayne Anderson MLP/Midstream In5.4
  • OWLBlue Owl Capital Inc.5.4
  • PGRProgressive Corporation (The)5.4
  • PTA2409055.4
  • RYRoyal Bank Of Canada5.4
  • SFNCSimmons First National Corporat5.4
  • TBBKThe Bancorp, Inc.5.4
  • TRMKTrustmark Corporation5.4
  • BAMBrookfield Asset Management Inc5.3
  • BKUBankUnited, Inc.5.3
  • BMOBank Of Montreal5.3
  • BXBlackstone Inc.5.3
  • CBCCentral Bancompany, Inc.5.3
  • CHCOCity Holding Company5.3
  • DBRGDigitalBridge Group, Inc.5.3
  • DSLDoubleLine Income Solutions Fun5.3
  • FITBFifth Third Bancorp5.3
  • FULTFulton Financial Corporation5.3
  • JFRNuveen Floating Rate Income Fun5.3
  • KMPRKemper Corporation5.3
  • LMNDLemonade, Inc.5.3
  • MTBM&T Bank Corporation5.3
  • OZKBank OZK5.3
  • PTYPimco Corporate & Income Opport5.3
  • SIGISelective Insurance Group, Inc.5.3
  • TPGTPG Inc.5.3
  • TRVThe Travelers Companies, Inc.5.3
  • WFWoori Financial Group Inc.5.3
  • AEGAegon Ltd. New York Registry Sh5.2
  • BHFBrighthouse Financial, Inc.5.2
  • DNPDNP Select Income Fund, Inc.5.2
  • EVV3161005.2
  • FDSFactSet Research Systems Inc.5.2
  • GSBDGoldman Sachs BDC, Inc.5.2
  • HOMBHome BancShares, Inc.5.2
  • MAINMain Street Capital Corporation5.2
  • MRSHMarsh5.2
  • NMZNuveen Municipal High Income Op5.2
  • NPNeptune Insurance Holdings Inc.5.2
  • SLMBPSLM Corporation - Floating Rate5.2
  • BNBrookfield Corporation5.1
  • EMOClearBridge Energy Midstream Op5.1
  • ETOReToro Group Ltd.5.1
  • HDBHDFC Bank Limited5.1
  • HWCHancock Whitney Corporation5.1
  • MFCManulife Financial Corporation5.1
  • PFGPrincipal Financial Group Inc5.1
  • PRAProAssurance Corporation5.1
  • RKTRocket Companies, Inc.5.1
  • BTGOBitGo Holdings, Inc.5.0
  • CNSCohen & Steers Inc5.0
  • EQHEquitable Holdings, Inc.5.0
  • ERIEErie Indemnity Company5.0
  • MIAXMiami International Holdings, I5.0
  • MTGMGIC Investment Corporation5.0
  • NNINelnet, Inc.5.0
  • PWPPerella Weinberg Partners5.0
  • RBCAARepublic Bancorp, Inc.5.0
  • STEWSTEW5.0
  • TFINTriumph Financial, Inc.5.0
  • TRUPTrupanion, Inc.5.0
  • WABCWestamerica Bancorporation5.0
  • ARESAres Management Corporation4.9
  • BBARBanco BBVA Argentina S.A.4.9
  • CRCLCircle Internet Group, Inc.4.9
  • HOODRobinhood Markets, Inc.4.9
  • HUTHut 8 Corp.4.9
  • UTG532704.9
  • BHFAPBrighthouse Financial, Inc. - D4.8
  • CLSKCleanSpark, Inc.4.8
  • GNWGenworth Financial Inc4.8
  • MUCBlackrock MuniHoldings Californ4.8
  • RLIRLI Corp.4.8
  • STTState Street Corporation4.8
  • USALiberty All-Star Equity Fund4.8
  • WUWestern Union Company (The)4.8
  • AGOAssured Guaranty Ltd.4.7
  • BNTBrookfield Wealth Solutions Ltd4.7
  • BSACBanco Santander - Chile4.7
  • CRBGCorebridge Financial Inc.4.7
  • NACNuveen California Quality Munic4.7
  • NVGNuveen AMT-Free Municipal Credi4.6
  • TYGTortoise Energy Infrastructure 4.6
  • XXITwenty One Capital, Inc.4.6
  • FSKFS KKR Capital Corp.4.5
  • HTHHilltop Holdings Inc.4.5
  • MKLMarkel Group Inc.4.5
  • RIOTRiot Platforms, Inc.4.5
  • BWINThe Baldwin Insurance Group, In4.3
  • HASIHA Sustainable Infrastructure C4.3
  • MAASMaase Inc.4.3
  • RQICohen & Steers Quality Income R4.3
  • BCHBanco De Chile4.1
  • CRVLCorVel Corp.4.1
  • GGALGrupo Financiero Galicia S.A.4.0
  • MARAMARA Holdings, Inc.3.9
  • COINCoinbase Global, Inc.3.7
  • FRHCFreedom Holding Corp.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 · 440 stocks tracked · Methodology