Financial Services Stocks
Companies that provide financial services, including banks, savings and loans, asset management companies, credit services, investment brokerage firms, and insurance companies.
Subscribe to Morningstar Investor to get the full picture of a stock's potential. You'll get unlimited access to all our trusted ratings and key metrics on thousands of companies, plus independent analysis and pre-built screens from our seasoned stock analysts.
|
Name
|
Ticker
|
Previous Close Price
|
Market Cap
|
Market Return
YTD
|
Market Return
1 Year
|
Market Return
3 Year
|
Fair Value
|
Economic Moat
|
|---|---|---|---|---|---|---|---|---|
| Navient Corp | NAVI | $16.09 | $1.9 Bil | −14.50% | 2.56% | 5.45% | $45.35 | Tkbh |
| Aozora Bank Ltd ADR | AOZOY | $3.91 | $1.8 Bil | −25.97% | −11.09% | −4.85% | $4.43 | Wmtwr |
| Donnelley Financial Solutions Inc | DFIN | $65.00 | $1.8 Bil | −0.18% | 43.13% | 27.54% | $22.38 | Rcqpmvp |
| Bank of Cyprus Holdings PLC | BKCYF | $3.89 | $1.8 Bil | 7.72% | 40.43% | 67.28% | $1.88 | Khzd |
| Quilter PLC Ordinary Shares | QUILF | $1.34 | $1.8 Bil | 20.53% | 36.84% | −11.11% | $8.51 | Ddpc |
| Bread Financial Holdings Inc | BFH | $35.53 | $1.8 Bil | 11.90% | 38.80% | −19.37% | $59.00 | Yjqf |
| AEON Financial Service Co Ltd | AEOJF | $9.28 | $1.8 Bil | 12.82% | 0.60% | 1.50% | $99.82 | Qrsy |
| CI Financial Corp | CIXXF | $12.09 | $1.8 Bil | 8.32% | 31.03% | −4.03% | $66.62 | Ghwqy |
| Trustmark Corp | TRMK | $29.36 | $1.8 Bil | 7.78% | 33.19% | −0.78% | $58.58 | Slqgp |
| Live Oak Bancshares Inc | LOB | $39.87 | $1.8 Bil | −24.59% | 54.26% | −19.41% | $24.82 | Hwkq |
| Merchants Bancorp | MBIN | $40.93 | $1.8 Bil | −7.40% | 63.66% | 14.17% | $85.67 | Ssp |
| National Western Life Group Inc Class A | NWLI | $490.05 | $1.8 Bil | 1.06% | 95.19% | 28.24% | $492.23 | Fnj |
| Nihon M&A Center Holdings Inc | NHMAF | $5.42 | $1.8 Bil | 8.45% | −25.88% | −40.68% | $3.86 | Gjqwqq |
| BRP Group Inc Class A | BRP | $27.31 | $1.8 Bil | 10.95% | 6.86% | −2.46% | $98.89 | Hnv |
| Columbia Financial Inc | CLBK | $16.91 | $1.8 Bil | −12.60% | −9.12% | −3.34% | $14.44 | Kdtmw |
| Perpetual Ltd | PPTTF | $15.70 | $1.8 Bil | −2.24% | 1.82% | −6.09% | $35.57 | Stzlsg |
| Lancashire Holdings Ltd | LCSHF | $6.95 | $1.8 Bil | −6.32% | 15.35% | −3.21% | $5.44 | Xvds |
| The Bancorp Inc | TBBK | $34.90 | $1.7 Bil | −9.49% | 27.56% | 16.73% | $52.16 | Fydf |
| Goldman Sachs BDC Inc | GSBD | $15.53 | $1.7 Bil | 8.74% | 26.32% | 2.68% | $11.55 | Kpkynq |
| Stewart Information Services Corp | STC | $62.95 | $1.7 Bil | 9.06% | 58.15% | 6.16% | $65.11 | Rkrl |
| OFG Bancorp | OFG | $36.25 | $1.7 Bil | −2.05% | 49.66% | 16.88% | $59.45 | Xxcz |
| Enova International Inc | ENVA | $63.54 | $1.7 Bil | 12.81% | 30.98% | 23.88% | $39.64 | Hgxl |
| FB Financial Corp | FBK | $38.42 | $1.7 Bil | −4.39% | 35.93% | −2.79% | $17.22 | Fnhs |
| Protector Forsikring ASA ADR | PSKRY | $42.50 | $1.7 Bil | — | — | — | $71.73 | Zjcd |
| JTC PLC Ordinary Shares | JTCPF | $10.41 | $1.7 Bil | 0.58% | 13.81% | — | $24.48 | Kzbhxgz |
| Independent Bank Group Inc | IBTX | $40.82 | $1.7 Bil | −22.09% | 8.20% | −17.42% | $29.49 | Hwmp |
| Renasant Corp | RNST | $30.66 | $1.7 Bil | −8.31% | 12.48% | −7.40% | $68.77 | Gxsdt |
| NBT Bancorp Inc | NBTB | $35.90 | $1.7 Bil | −13.96% | 13.78% | −0.09% | $36.70 | Lvqkq |
| Federal National Mortgage Association Fannie Mae | FNMA | $1.47 | $1.7 Bil | 35.98% | 239.16% | −15.71% | $8.33 | Djzg |
| First National Financial Corp | FNLIF | $27.50 | $1.7 Bil | −3.23% | 4.36% | −4.07% | $34.77 | Clxlnm |
| Franklin BSP Capital Corp | FRBP | $12.25 | $1.7 Bil | — | — | — | $87.96 | Yxjnsg |
| Mechanics Bank | MCHB | $26,000.00 | $1.7 Bil | 12.55% | 31.96% | 9.09% | $61,589.36 | Mrychc |
| Rocket Companies Inc Ordinary Shares Class A | RKT | $12.55 | $1.7 Bil | −15.75% | 40.88% | −15.83% | $43.60 | Zxdcy |
| Wesbanco Inc | WSBC | $28.28 | $1.6 Bil | −8.70% | 3.77% | −4.82% | $19.94 | Msggd |
| Triumph Financial Inc | TFIN | $70.73 | $1.6 Bil | −11.97% | 36.94% | −8.34% | $57.52 | Mtrlp |
| Virtus Investment Partners Inc | VRTS | $234.70 | $1.6 Bil | −3.77% | 30.67% | −1.05% | $777.69 | Tkxl |
| City Holding Co | CHCO | $106.14 | $1.6 Bil | −3.28% | 21.37% | 12.77% | $743.87 | Bzzlgs |
| Bank of N.T Butterfield & Son Ltd | NTB | $33.66 | $1.6 Bil | 7.97% | 45.62% | 0.38% | $81.71 | Rzpg |
| Hamilton Insurance Group Ltd Ordinary Shares Class B | HG | $14.20 | $1.6 Bil | −6.02% | — | — | $56.82 | Nwwz |
| Customers Bancorp Inc | CUBI | $50.07 | $1.6 Bil | −14.04% | 180.62% | 15.40% | $93.86 | Hdmy |
| Lakeland Financial Corp | LKFN | $62.64 | $1.6 Bil | −6.22% | 12.70% | −1.93% | $69.38 | Tqkl |
| Banner Corp | BANR | $46.15 | $1.6 Bil | −14.38% | −2.01% | −3.89% | $93.88 | Kpwrt |
| Oaktree Specialty Lending Corp BDC | OCSL | $19.69 | $1.6 Bil | −0.98% | 18.47% | 9.38% | $74.52 | Rxxnfv |
| Investec Ltd ADR | ITCFY | $12.59 | $1.5 Bil | 4.31% | 14.61% | 41.91% | $88.42 | Mvfdhtn |
| Goosehead Insurance Inc Class A | GSHD | $60.20 | $1.5 Bil | −29.87% | −3.13% | −19.74% | $94.42 | Lzqmj |
| Heartland Financial USA Inc | HTLF | $36.02 | $1.5 Bil | −4.87% | 17.19% | −8.53% | $55.11 | Pwhd |
| Ashmore Group PLC | AJMPF | $2.30 | $1.5 Bil | 2.64% | −18.31% | −19.03% | $5.46 | Sbng |
| Trisura Group Ltd Registered Shs When Issued | TRRSF | $31.36 | $1.5 Bil | 21.88% | 36.59% | 10.32% | $13.13 | Hhgvbtf |
| Brookfield Business Corp Ordinary Shares - Class A (Sub Voting) | BBUC | $21.14 | $1.5 Bil | −11.50% | 10.23% | — | $53.28 | Fpvs |
| Enterprise Financial Services Corp | EFSC | $39.13 | $1.5 Bil | −12.34% | −5.47% | −6.31% | $11.11 | Mpv |