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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)
1HCI6.1Buy Now$160.45+29.8%
2NMIH6.1Buy Now$37.05+8.3%
3SLDE7.3Buy Wait$17.00+34.5%
4FUTU7.1Buy Wait$98.04+59.3%
5RDN7.0Buy Wait$34.66+9.8%
6SII6.6Buy Wait$118.80+15.1%
7VCTR6.6Buy Wait$84.84+7.3%
8AMP6.5Buy Wait$459.13+7.3%
9BRO6.5Buy Wait$59.99+10.5%
10SPNT6.4Buy Wait$23.38+15.0%
11MKTX6.3Buy Wait$120.89+37.5%
12MORN6.3Buy Wait$175.30+22.8%
13V6.3Buy Wait$322.26+15.1%
14WTW6.3Buy Wait$262.25+16.6%
15CSQ6.2Buy Wait$20.02+0.9%
16OMF6.2Buy Wait$56.71+9.5%
17RKT6.2Buy Wait$13.10+39.4%
18CACC6.1Buy Wait$548.15+7.6%
19APAM5.5Buy Wait$35.88+7.5%
HOLD / WATCH
20EVR7.0Hold$357.38+9.1%
21VIRT7.0Hold$57.62-1.8%
22ETG6.9Hold$23.10-0.3%
23AOD6.8Hold$10.37+1.0%
24CUBI6.8Hold$78.21+0.3%
25HIG6.8Hold$129.62+2.6%
26INTR6.8Hold$5.69+44.4%
27TIGR6.8Hold$4.77+48.8%
28BGC6.7Hold$11.85+11.1%
29ENVA6.7Hold$189.33+15.8%
30FAF6.7Hold$65.74+14.1%
31GABC6.7Hold$45.91-1.0%
32IFS6.7Hold$56.85-1.6%
33SSB6.7Hold$98.96+1.8%
34ACGLO6.6Hold$19.32+2.5%
35CLM6.6Hold$7.51+1.3%
36COLB6.6Hold$31.31-1.5%
37IX6.6Hold$38.67+1.4%
38NIC6.6Hold$148.55+2.0%
39NU6.6Hold$12.18+35.8%
40ONB6.6Hold$25.14-1.8%
41PLMR6.6Hold$114.85+16.8%
42QCRH6.6Hold$96.33-1.1%
43RVT6.6Hold$17.95+1.1%
44STC6.6Hold$65.22+8.2%
45WSBC6.6Hold$36.77-1.8%
46ACGL6.5Hold$91.66+6.7%
47AUB6.5Hold$40.30-1.8%
48AXS6.5Hold$101.44+4.6%
49CRF6.5Hold$7.16+0.6%
50EZPW6.5Hold$31.23+10.2%
Show all 441 stocks ▾
  • ICEIntercontinental Exchange Inc.6.5
  • INDBIndependent Bank Corp.6.5
  • JCAPJefferson Capital, Inc.6.5
  • ORIOld Republic International Corp6.5
  • OTFBlue Owl Technology Finance Cor6.5
  • PRIPrimerica, Inc.6.5
  • SEZLSezzle Inc.6.5
  • ALLYAlly Financial Inc.6.4
  • CNOBConnectOne Bancorp, Inc.6.4
  • FFBCFirst Financial Bancorp.6.4
  • PNFPPinnacle Financial Partners, In6.4
  • TMPTompkins Financial Corporation6.4
  • TRUTransUnion6.4
  • VLYValley National Bancorp6.4
  • WSFSWSFS Financial Corporation6.4
  • AXAxos Financial, Inc.6.3
  • BAPCredicorp Ltd.6.3
  • BDJBlackrock Enhanced Equity Divid6.3
  • CCitigroup, Inc.6.3
  • CET110176.3
  • CFGCitizens Financial Group, Inc.6.3
  • FBKFB Financial Corporation6.3
  • GAMGeneral American Investors, Inc6.3
  • GDVGabelli Dividend & Income Trust6.3
  • HLNEHamilton Lane Incorporated6.3
  • KBKB Financial Group Inc6.3
  • NBHCNational Bank Holdings Corporat6.3
  • VLYPPValley National Bancorp - 6.25%6.3
  • ZIONZions Bancorporation N.A.6.3
  • AMGAffiliated Managers Group, Inc.6.2
  • BOHBank of Hawaii Corporation6.2
  • BPOPPopular, Inc.6.2
  • BUSEFirst Busey Corporation6.2
  • BYByline Bancorp, Inc.6.2
  • CBChubb Limited6.2
  • FIGRFigure Technology Solutions, In6.2
  • GBCIGlacier Bancorp, Inc.6.2
  • GCMGGCM Grosvenor Inc.6.2
  • HTGCHercules Capital, Inc.6.2
  • LCLendingClub Corporation6.2
  • MCYMercury General Corporation6.2
  • MFGMizuho Financial Group, Inc. Sp6.2
  • PUKPrudential Public Limited Compa6.2
  • RNRRenaissanceRe Holdings Ltd.6.2
  • SCHWCharles Schwab Corporation (The6.2
  • SFBSServisFirst Bancshares, Inc.6.2
  • SKWDSkyward Specialty Insurance Gro6.2
  • TCBITexas Capital Bancshares, Inc.6.2
  • TRINTrinity Capital Inc.6.2
  • UBSIUnited Bankshares, Inc.6.2
  • VLYPOValley National Bancorp - 5.5% 6.2
  • AAMIAcadian Asset Management Inc.6.1
  • BFHBread Financial Holdings, Inc.6.1
  • BLKBlackRock, Inc.6.1
  • BRK-BBerkshire Hathaway Inc. New6.1
  • BTGOBitGo Holdings, Inc.6.1
  • CTBICommunity Trust Bancorp, Inc.6.1
  • EWBCEast West Bancorp, Inc.6.1
  • FCFSFirstCash Holdings, Inc.6.1
  • FHNFirst Horizon Corporation6.1
  • KEYKeyCorp6.1
  • LYGLloyds Banking Group Plc6.1
  • MSCIMSCI Inc.6.1
  • NFJAllianzGI NFJ Dividend, Interes6.1
  • NTRSNorthern Trust Corporation6.1
  • PBProsperity Bancshares, Inc.6.1
  • PFSProvident Financial Services, I6.1
  • SFStifel Financial Corporation6.1
  • SPGIS&P Global Inc.6.1
  • THGHanover Insurance Group Inc6.1
  • ABCBAmeris Bancorp6.0
  • AIZAssurant, Inc.6.0
  • ASBAssociated Banc-Corp6.0
  • BACBank of America Corporation6.0
  • HFWAHeritage Financial Corporation6.0
  • IBNICICI Bank Limited6.0
  • LKFNLakeland Financial Corporation6.0
  • MBINMerchants Bancorp6.0
  • NBTBNBT Bancorp Inc.6.0
  • NTBBank of N.T. Butterfield & Son 6.0
  • NWBINorthwest Bancshares, Inc.6.0
  • OFGOFG Bancorp6.0
  • PRKPark National Corporation6.0
  • RJFRaymond James Financial, Inc.6.0
  • RYRoyal Bank Of Canada6.0
  • TCBKTriCo Bancshares6.0
  • UBSUBS Group AG Registered6.0
  • UCBUnited Community Banks, Inc.6.0
  • WTFCWintrust Financial Corporation6.0
  • ADXAdams Diversified Equity Fund I5.9
  • AIGAmerican International Group, I5.9
  • ARXAccelerant Holdings5.9
  • BANRBanner Corporation5.9
  • BKThe Bank of New York Mellon Cor5.9
  • BMOBank Of Montreal5.9
  • CATYCathay General Bancorp5.9
  • CBOECboe Global Markets, Inc.5.9
  • CMCanadian Imperial Bank of Comme5.9
  • FCNCAFirst Citizens BancShares, Inc.5.9
  • FMBHFirst Mid Bancshares, Inc.5.9
  • LNCLincoln National Corporation5.9
  • MCMoelis & Company5.9
  • PJTPJT Partners Inc.5.9
  • PNCPNC Financial Services Group, I5.9
  • SHGShinhan Financial Group Co Ltd5.9
  • SYFSynchrony Financial5.9
  • USBU.S. Bancorp5.9
  • ALLAllstate Corporation (The)5.8
  • BANCBanc of California, Inc.5.8
  • BNSBank Nova Scotia Halifax Pfd 35.8
  • BTTBlackRock Municipal 2030 Target5.8
  • BURBurford Capital Limited5.8
  • FBNCFirst Bancorp5.8
  • FBPFirst BanCorp. New5.8
  • FHIFederated Hermes, Inc.5.8
  • KNSLKinsale Capital Group, Inc.5.8
  • NEANuveen AMT-Free Quality Municip5.8
  • NWGNatWest Group plc5.8
  • PFBCPreferred Bank5.8
  • SOFISoFi Technologies, Inc.5.8
  • TYTri Continental Corporation5.8
  • AJGArthur J. Gallagher & Co.5.7
  • BENFranklin Resources, Inc.5.7
  • BLXBanco Latinoamericano de Comerc5.7
  • CMECME Group Inc.5.7
  • EFSCEnterprise Financial Services C5.7
  • FIHLFidelis Insurance Holdings Limi5.7
  • FNBF.N.B. Corporation5.7
  • FRMEFirst Merchants Corporation5.7
  • JPMJP Morgan Chase & Co.5.7
  • MTBM&T Bank Corporation5.7
  • NDAQNasdaq, Inc.5.7
  • OBKOrigin Bancorp, Inc.5.7
  • OSBCOld Second Bancorp, Inc.5.7
  • PSECProspect Capital Corporation5.7
  • QFINQfin Holdings, Inc.5.7
  • TFCTruist Financial Corporation5.7
  • TROWT. Rowe Price Group, Inc.5.7
  • WBSWebster Financial Corporation5.7
  • AFGAmerican Financial Group, Inc.5.6
  • CFRCullen/Frost Bankers, Inc.5.6
  • CLBKColumbia Financial, Inc.5.6
  • HLIHoulihan Lokey, Inc.5.6
  • HMNHorace Mann Educators Corporati5.6
  • INGING Group, N.V.5.6
  • ITUBItau Unibanco Banco Holding SA5.6
  • NADNuveen Quality Municipal Income5.6
  • OWLBlue Owl Capital Inc.5.6
  • PEBOPeoples Bancorp Inc.5.6
  • RFRegions Financial Corporation5.6
  • ASAASA Gold and Precious Metals L5.5
  • BBDBanco Bradesco Sa5.5
  • CBSHCommerce Bancshares, Inc.5.5
  • DBDeutsche Bank AG5.5
  • FHBFirst Hawaiian, Inc.5.5
  • HQHTekla Healthcare Investors5.5
  • HWCHancock Whitney Corporation5.5
  • NZFNuveen Municipal Credit Income 5.5
  • SANBanco Santander, S.A. Sponsored5.5
  • SRCE1st Source Corporation5.5
  • STELStellar Bancorp, Inc.5.5
  • TRVThe Travelers Companies, Inc.5.5
  • AMALAmalgamated Financial Corp.5.3
  • TDToronto Dominion Bank (The)5.1
  • AGOAssured Guaranty Ltd.4.8
  • GSIWGarden Stage Limited4.7
  • TYGTortoise Energy Infrastructure 4.3
  • ECPGEncore Capital Group Inc6.9
  • FGF&G Annuities & Life, Inc.6.7
  • BFCBank First Corporation6.6
  • MRXMarex Group plc6.6
  • AFLAFLAC Incorporated6.5
  • PAXPatria Investments Limited6.5
  • HGHamilton Insurance Group, Ltd.6.4
  • RNSTRenasant Corporation6.4
  • TOWNTowne Bank6.4
  • FNFFidelity National Financial, In6.3
  • LOBLive Oak Bancshares, Inc.6.3
  • MCHBMechanics Bancorp6.3
  • MFCManulife Financial Corporation6.3
  • TWTradeweb Markets Inc.6.3
  • WFWoori Financial Group Inc.6.3
  • WTWisdomTree, Inc.6.3
  • ABAllianceBernstein Holding L.P.6.2
  • BMNRBitMine Immersion Technologies,6.2
  • LAZLazard, Inc.6.2
  • MAMastercard Incorporated6.2
  • RYANRyan Specialty Holdings, Inc.6.2
  • SEICSEI Investments Company6.2
  • AVALGrupo Aval Acciones y Valores S6.1
  • BBTBeacon Financial Corporation6.1
  • EBCEastern Bankshares, Inc.6.1
  • FINVFinVolution Group6.1
  • GABGabelli Equity Trust, Inc. (The6.1
  • PIPRPiper Sandler Companies6.1
  • XPXP Inc.6.1
  • XZOExzeo Group, Inc.6.1
  • AGM-AFederal Agricultural Mortgage C6.0
  • DCOMDime Commercial Bancshares, Inc6.0
  • EGEverest Group, Ltd.6.0
  • GSHDGoosehead Insurance, Inc.6.0
  • RGAReinsurance Group of America, I6.0
  • UWMCUWM Holdings Corporation6.0
  • VOYAVoya Financial, Inc.6.0
  • WDWalker & Dunlop, Inc6.0
  • AGMFederal Agricultural Mortgage C5.9
  • AXPAmerican Express Company5.9
  • BRK-ABerkshire Hathaway Inc.5.9
  • BWINThe Baldwin Insurance Group, In5.9
  • FLGFlagstar Bank, N.A.5.9
  • HOPEHope Bancorp, Inc.5.9
  • JEFJefferies Financial Group Inc.5.9
  • KLARKlarna Group plc5.9
  • LPLALPL Financial Holdings Inc.5.9
  • WALWestern Alliance Bancorporation5.9
  • AONAon plc5.8
  • HBANHuntington Bancshares Incorpora5.8
  • MSMorgan Stanley5.8
  • NMRNomura Holdings Inc5.8
  • NUVNuveen Municipal Value Fund, In5.8
  • SLMSLM Corporation5.8
  • SNEXStoneX Group Inc.5.8
  • UPSTUpstart Holdings, Inc.5.8
  • ETVEaton Vance Corporation Eaton V5.7
  • IGICInternational General Insurance5.7
  • IVZInvesco Ltd5.7
  • MIAXMiami International Holdings, I5.7
  • STEPStepStone Group Inc.5.7
  • TBBKThe Bancorp, Inc.5.7
  • WAFDWaFd, Inc.5.7
  • AFRMAffirm Holdings, Inc.5.6
  • ARESAres Management Corporation5.6
  • BBVABanco Bilbao Vizcaya Argentaria5.6
  • BMABanco Macro S.A.5.6
  • CIBGrupo Cibest S.A.5.6
  • COFCapital One Financial Corporati5.6
  • EOSEaton Vance Enhance Equity Inco5.6
  • GLGlobe Life Inc.5.6
  • METMetLife, Inc.5.6
  • MUFGMitsubishi UFJ Financial Group,5.6
  • NBXGNBXG5.6
  • QQQXNuveen NASDAQ 100 Dynamic Overw5.6
  • TSLXSixth Street Specialty Lending,5.6
  • WFCWells Fargo & Company5.6
  • ACTEnact Holdings, Inc.5.5
  • ARCCAres Capital Corporation5.5
  • BAMBrookfield Asset Management Inc5.5
  • BCATBCAT5.5
  • BXBlackstone Inc.5.5
  • CASHPathward Financial, Inc.5.5
  • CBUCommunity Financial System, Inc5.5
  • CNOCNO Financial Group, Inc.5.5
  • CSWCCapital Southwest Corporation5.5
  • DBRGDigitalBridge Group, Inc.5.5
  • ESNTEssent Group Ltd.5.5
  • FCFFirst5.5
  • GBDCGolub Capital BDC, Inc.5.5
  • GOFGuggenheim Strategic Opportunit5.5
  • GOLDGold.com, Inc.5.5
  • LMNDLemonade, Inc.5.5
  • MSDLMSDL5.5
  • OBDCBlue Owl Capital Corporation5.5
  • UNMUnum Group5.5
  • BSTBlackRock Science and Technolog5.4
  • CCBCoastal Financial Corporation5.4
  • CNACNA Financial Corporation5.4
  • EVTEaton Vance Tax Advantaged Divi5.4
  • EXGEaton Vance Tax-Managed Global 5.4
  • FDSFactSet Research Systems Inc.5.4
  • FFINFirst Financial Bankshares, Inc5.4
  • FIBKFirst Interstate BancSystem, In5.4
  • FPFFirst Trust Intermediate Durati5.4
  • FULTFulton Financial Corporation5.4
  • GSGoldman Sachs Group, Inc. (The)5.4
  • IBOCInternational Bancshares Corpor5.4
  • JHGJanus Henderson Group plc5.4
  • JPCNuveen Preferred & Income Oppor5.4
  • MCOMoody's Corporation5.4
  • PGRProgressive Corporation (The)5.4
  • PYPLPayPal Holdings, Inc.5.4
  • SIGISelective Insurance Group, Inc.5.4
  • SMFGSumitomo Mitsui Financial Group5.4
  • WRBW.R. Berkley Corporation5.4
  • AEGAegon Ltd. New York Registry Sh5.3
  • AGBKAGI Inc5.3
  • BKUBankUnited, Inc.5.3
  • BSBRBanco Santander Brasil SA5.3
  • CHCOCity Holding Company5.3
  • ECATECAT5.3
  • FITBFifth Third Bancorp5.3
  • FITBIFifth Third Bancorp - Depositar5.3
  • FRHCFreedom Holding Corp.5.3
  • GLXYGalaxy Digital Inc.5.3
  • GSBDGoldman Sachs BDC, Inc.5.3
  • HDBHDFC Bank Limited5.3
  • LULufax Holding Ltd5.3
  • MTGMGIC Investment Corporation5.3
  • PDIPIMCO Dynamic Income Fund5.3
  • PDOPDO5.3
  • SAFTSafety Insurance Group, Inc.5.3
  • SBETSharpLink, Inc.5.3
  • SFNCSimmons First National Corporat5.3
  • SYBTStock Yards Bancorp, Inc.5.3
  • TRMKTrustmark Corporation5.3
  • BCSBarclays PLC5.2
  • BXSLBlackstone Secured Lending Fund5.2
  • CBCCentral Bancompany, Inc.5.2
  • ETYEaton Vance Tax-Managed Diversi5.2
  • HOMBHome BancShares, Inc.5.2
  • IBKRInteractive Brokers Group, Inc.5.2
  • KYNKayne Anderson MLP/Midstream In5.2
  • MRSHMarsh5.2
  • NNINelnet, Inc.5.2
  • OCFCOceanFirst Financial Corp.5.2
  • OZKBank OZK5.2
  • STBAS&T Bancorp, Inc.5.2
  • UTFCohen & Steers Infrastructure F5.2
  • WABCWestamerica Bancorporation5.2
  • BNBrookfield Corporation5.1
  • BSTZBlackRock Science and Technolog5.1
  • CGThe Carlyle Group Inc.5.1
  • ERIEErie Indemnity Company5.1
  • EVV3161005.1
  • FSKFS KKR Capital Corp.5.1
  • HYTBlackrock Corporate High Yield 5.1
  • JFRNuveen Floating Rate Income Fun5.1
  • PRUPrudential Financial, Inc.5.1
  • PTA2409055.1
  • TFINTriumph Financial, Inc.5.1
  • BBARBanco BBVA Argentina S.A.5.0
  • BBDOBanco Bradesco Sa5.0
  • CNSCohen & Steers Inc5.0
  • HOODRobinhood Markets, Inc.5.0
  • HSBCHSBC Holdings, plc.5.0
  • NPNeptune Insurance Holdings Inc.5.0
  • PFSIPennyMac Financial Services, In5.0
  • PTYPimco Corporate & Income Opport5.0
  • RLIRLI Corp.5.0
  • TPGTPG Inc.5.0
  • DNPDNP Select Income Fund, Inc.4.9
  • ETOReToro Group Ltd.4.9
  • NMZNuveen Municipal High Income Op4.9
  • SLMBPSLM Corporation - Floating Rate4.9
  • STEWSTEW4.9
  • TRUPTrupanion, Inc.4.9
  • CRBGCorebridge Financial Inc.4.8
  • PFGPrincipal Financial Group Inc4.8
  • STTState Street Corporation4.8
  • BSACBanco Santander - Chile4.7
  • HGTYHagerty, Inc.4.7
  • JXNJackson Financial Inc.4.7
  • KKRKKR & Co. Inc.4.7
  • MAASMaase Inc.4.7
  • MAINMain Street Capital Corporation4.7
  • RBCAARepublic Bancorp, Inc.4.7
  • SLFSun Life Financial Inc.4.7
  • USALiberty All-Star Equity Fund4.7
  • WUWestern Union Company (The)4.7
  • EMOClearBridge Energy Midstream Op4.6
  • GNWGenworth Financial Inc4.6
  • LLoews Corporation4.6
  • MUCBlackrock MuniHoldings Californ4.6
  • BHFAPBrighthouse Financial, Inc. - D4.5
  • NACNuveen California Quality Munic4.5
  • NVGNuveen AMT-Free Municipal Credi4.5
  • CRVLCorVel Corp.4.4
  • EQHEquitable Holdings, Inc.4.4
  • MKLMarkel Group Inc.4.4
  • TFSLTFS Financial Corporation4.4
  • UTG532704.4
  • XXITwenty One Capital, Inc.4.4
  • APOApollo Global Management, Inc. 4.3
  • BCHBanco De Chile4.3
  • BNTBrookfield Wealth Solutions Ltd4.3
  • DSLDoubleLine Income Solutions Fun4.3
  • HTHHilltop Holdings Inc.4.3
  • IRENIREN LIMITED4.3
  • PRAProAssurance Corporation4.3
  • WTMWhite Mountains Insurance Group4.3
  • BHFBrighthouse Financial, Inc.4.2
  • KMPRKemper Corporation4.2
  • CRCLCircle Internet Group, Inc.4.1
  • HASIHA Sustainable Infrastructure C4.1
  • PWPPerella Weinberg Partners4.1
  • RQICohen & Steers Quality Income R4.1
  • HUTHut 8 Corp.4.0
  • GGALGrupo Financiero Galicia S.A.3.8
  • COINCoinbase Global, Inc.3.7
  • CLSKCleanSpark, Inc.3.5
  • MARAMARA Holdings, Inc.3.4
  • RIOTRiot Platforms, Inc.3.4

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