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
|
---|---|---|---|---|---|---|---|---|
Abacus Life Inc Ordinary Shares - Class A | ABL | $11.66 | $742.7 Mil | 20.70% | — | — | $76.86 | Gbbwmx |
Open Lending Corp | LPRO | $6.19 | $735.8 Mil | −27.26% | −11.44% | −44.87% | $1.38 | Rmrhwh |
Sagicor Financial Co Ltd Ordinary Shares | SGCFF | $4.99 | $731.8 Mil | 11.38% | 44.86% | 7.97% | $3.46 | Hskcd |
Amalgamated Financial Corp Ordinary Shares Class A | AMAL | $23.95 | $730.1 Mil | −10.80% | 32.95% | 15.70% | $67.93 | Wjwtb |
Farmers & Merchants Bancorp | FMCB | $980.00 | $728.2 Mil | −7.33% | −2.25% | 9.75% | $7,543.72 | Vntkw |
Perella Weinberg Partners Ordinary Shares - Class A | PWP | $14.17 | $727.7 Mil | 16.52% | 60.85% | — | $34.58 | Mssm |
Bitfarms Ltd | BITF | $2.17 | $725.8 Mil | −25.77% | 141.34% | −24.40% | $6.46 | Xfhkg |
WTB Financial A | WTBFB | $284.00 | $721.3 Mil | −6.58% | −11.16% | −8.18% | $814.89 | Zwvn |
WTB Financial A Class A | WTBFA | $551.25 | $721.3 Mil | 10.62% | −22.94% | −16.93% | $416.65 | Hyrsc |
Deutsche Pfandbriefbank AG | PBBGF | $5.00 | $720.7 Mil | −28.57% | −47.03% | 0.34% | $4.38 | Rdvv |
Premier Financial Corp | PFC | $20.00 | $716.1 Mil | −15.73% | −0.05% | −10.90% | $84.79 | Krdk |
Tompkins Financial Corp | TMP | $49.64 | $715.1 Mil | −16.59% | −22.21% | −12.64% | $79.75 | Vbkx |
PennantPark Floating Rate Capital Ltd | PFLT | $11.42 | $703.8 Mil | −3.08% | 19.74% | 7.46% | $31.43 | Rhs |
Associated Capital Group Inc Class A | AC | $32.61 | $700.9 Mil | −8.68% | −11.35% | −3.26% | $17.78 | Kjqfxn |
Eagle Bancorp Inc | EGBN | $23.19 | $693.2 Mil | −21.67% | −27.76% | −20.05% | $55.41 | Pvg |
A-Mark Precious Metals Inc | AMRK | $30.01 | $686.8 Mil | — | −4.10% | 22.86% | $69.49 | Vgqggtd |
Ambac Financial Group Inc | AMBC | $15.17 | $685.6 Mil | −7.95% | 2.43% | −3.52% | $98.96 | Xqrr |
UWM Holdings Corp Ordinary Shares - Class A | UWMC | $7.21 | $681.4 Mil | 2.24% | 57.88% | 1.36% | $5.56 | Vddv |
Grupo Supervielle SA ADR | SUPV | $5.83 | $678.4 Mil | 43.60% | 154.59% | 48.03% | $1.51 | Yxg |
Trinity Capital Inc Ordinary Shares | TRIN | $14.60 | $678.0 Mil | 3.99% | 23.83% | 13.22% | $11.96 | Twbkq |
CrossFirst Bankshares Inc Ordinary Shares | CFB | $13.67 | $676.6 Mil | 0.81% | 23.67% | −1.37% | $86.65 | Lgtfc |
Noah Holdings Ltd ADR | NOAH | $11.86 | $667.3 Mil | −14.12% | −29.88% | −34.55% | $93.43 | Pgfn |
Heritage Financial Corp | HFWA | $19.17 | $664.3 Mil | −9.30% | −9.56% | −9.36% | $58.41 | Rnyyq |
Ares Acquisition Corp II Ordinary Shares - Class A | AACT | $10.57 | $660.3 Mil | 1.20% | — | — | $78.48 | Zrgjq |
OTC Markets Group Inc | OTCM | $55.00 | $658.5 Mil | −1.29% | 0.39% | 15.45% | $12.64 | Cdgrtm |
Canaccord Genuity Group Inc | CCORF | $6.40 | $658.3 Mil | 12.94% | −17.21% | −7.92% | $4.33 | Qvgs |
Dah Sing Financial Holdings Ltd ADR | DSFGY | $6.15 | $653.6 Mil | 11.37% | −5.04% | −8.50% | $4.14 | Htwqx |
Dah Sing Financial Holdings Ltd | DAHSF | $2.02 | $653.6 Mil | 8.02% | −23.08% | −13.04% | $9.44 | Lsbd |
Fiera Capital Corp Ordinary Shares - Class A (Sub Voting) | FRRPF | $6.18 | $651.6 Mil | 38.36% | 14.79% | 1.42% | $8.46 | Vzj |
ProAssurance Corp | PRA | $12.74 | $649.4 Mil | −7.61% | −27.82% | −21.92% | $49.58 | Ycyn |
Great Southern Bancorp Inc | GSBC | $53.92 | $634.1 Mil | −8.93% | 5.62% | 0.33% | $63.93 | Wvksj |
First National Bank Alaska | FBAK | $200.00 | $633.4 Mil | 2.17% | 7.14% | 4.23% | $812.79 | Ysygb |
International General Insurance Holdings Ltd Ordinary Shares | IGIC | $13.72 | $632.1 Mil | 6.52% | 64.99% | 26.02% | $51.90 | Pbk |
Crescent Capital BDC Inc Ordinary Shares | CCAP | $17.03 | $631.2 Mil | 0.92% | 40.52% | 9.31% | $51.34 | Hkcks |
First Community Bankshares Inc | FCBC | $34.22 | $629.5 Mil | −7.36% | 33.74% | 7.49% | $79.37 | Fpcw |
Tiptree Inc | TIPT | $16.97 | $624.2 Mil | −10.18% | 19.26% | 25.45% | $28.13 | Nfrbz |
MetroCity Bankshares Inc | MCBS | $24.67 | $622.1 Mil | 3.58% | 48.39% | 19.08% | $91.82 | Dbcl |
Old Second Bancorp Inc | OSBC | $13.77 | $617.4 Mil | −10.43% | −2.85% | 1.65% | $53.24 | Rkrn |
Fidus Investment Corp | FDUS | $19.56 | $614.7 Mil | 2.64% | 19.50% | 19.57% | $25.65 | Mnrfwnm |
Tel Aviv Stock Exchange Ltd Ordinary Shares | TVAVF | $6.85 | $614.0 Mil | 16.22% | 27.77% | 12.38% | $5.45 | Zfxp |
Mercantile Bank Corp | MBWM | $38.03 | $613.1 Mil | −4.93% | 26.63% | 8.20% | $21.87 | Htxlk |
Vinci Partners Investments Ltd Ordinary Shares - Class A | VINP | $11.16 | $612.5 Mil | 5.84% | 46.38% | 1.16% | $48.14 | Bxk |
IP Group PLC | IPZYF | $0.68 | $612.2 Mil | −9.31% | 3.89% | −24.78% | $8.12 | Yvrx |
EZCORP Inc | EZPW | $11.10 | $612.2 Mil | 27.00% | 30.28% | 29.09% | $94.47 | Tcrr |
Univest Financial Corp | UVSP | $20.64 | $609.5 Mil | −5.36% | −10.72% | −7.29% | $56.39 | Jsjh |
HBT Financial Inc Ordinary Shares | HBT | $19.19 | $607.2 Mil | −8.20% | 0.81% | 7.09% | $68.39 | Fkt |
Velocity Financial Inc Ordinary Shares | VEL | $18.23 | $601.0 Mil | 5.87% | 102.78% | 27.05% | $15.50 | Ygkrs |
Hills Bancorp | HBIA | $66.00 | $600.9 Mil | −11.71% | −5.49% | 3.32% | $72.86 | Fbcc |
CION Invt Corp Ordinary Shares | CION | $11.09 | $597.1 Mil | 1.06% | 32.57% | — | $69.44 | Tshpb |
Sun Hung Kai & Co Ltd ADR | SHGKY | $1.34 | $592.8 Mil | 1.52% | −24.33% | −13.80% | $5.93 | Cnrpy |