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
|
|---|---|---|---|---|---|---|---|---|
| Helix Acquisition Corp II Ordinary Shares - Class A | HLXB | $10.29 | $235.7 Mil | — | — | — | $3.39 | Vblsz |
| Dogwood State Bank | DSBX | $16.00 | $235.4 Mil | −7.95% | −8.57% | 4.55% | $28.65 | Xzzn |
| Waterstone Financial Inc | WSBF | $11.79 | $234.8 Mil | −14.86% | −11.77% | −9.35% | $75.52 | Zpmpx |
| Pioneer Bancorp Inc | PBFS | $9.00 | $233.8 Mil | −10.09% | 7.53% | −8.76% | $19.44 | Qcnhd |
| Civista Bancshares Inc | CIVB | $14.85 | $233.0 Mil | −18.60% | 6.83% | −10.80% | $41.48 | Kqmc |
| Omni Bridgeway Ltd | IMMFF | $0.85 | $230.4 Mil | −33.23% | −61.15% | −34.13% | $5.60 | Hwds |
| River Financial Corp | RVRF | $30.00 | $229.9 Mil | −1.61% | −10.29% | 3.43% | $75.55 | Hshykm |
| BayCom Corp | BCML | $20.15 | $229.2 Mil | −14.16% | 27.64% | 4.43% | $92.23 | Cnbgt |
| Concord Acquisition Corp II Class A | CNDA | $10.56 | $229.2 Mil | 1.73% | 4.04% | — | $58.75 | Kndyswb |
| Investcorp Europe Acquisition Corp I Ordinary Shares - Class A | IVCB | $11.34 | $228.7 Mil | 2.90% | 7.79% | — | $72.86 | Tllgcl |
| HomeStreet Inc | HMST | $12.05 | $227.2 Mil | 16.99% | 12.68% | −29.56% | $26.78 | Txx |
| Security National Corp | SNLC | $135.50 | $226.2 Mil | −2.86% | 6.39% | 7.99% | $165.78 | Gqrvwc |
| Alpine Banks of Colorado Class B | ALPIB | $26.90 | $225.6 Mil | −10.94% | −10.97% | −4.29% | $73.18 | Lhyjhm |
| NorthEast Community Bancorp Inc | NECB | $15.88 | $223.4 Mil | −9.58% | 25.86% | 0.64% | $65.50 | Gxnwp |
| Southern First Bancshares Inc | SFST | $27.18 | $221.7 Mil | −26.74% | 1.84% | −18.05% | $47.12 | Kbjy |
| LCNB Corp | LCNB | $15.24 | $221.4 Mil | −1.97% | 5.44% | −0.22% | $18.46 | Nkjkz |
| CONX Corp Ordinary Shares - Class A | CONX | $10.56 | $221.0 Mil | −1.31% | 3.89% | 1.87% | $5.85 | Pxghjr |
| Colombier Acquisition Corp II Class A | CLBR | $10.37 | $220.2 Mil | — | — | — | $7.44 | Xxvrwz |
| Mission Bancorp | MSBC | $87.94 | $217.7 Mil | 2.85% | −0.71% | 9.75% | $971.66 | Fsgr |
| NZX Ltd | NZSTF | $0.65 | $217.1 Mil | 13.13% | −2.50% | −18.34% | $4.36 | Kcvj |
| PCB Bancorp | PCB | $15.47 | $217.1 Mil | −15.08% | 21.73% | 4.60% | $65.36 | Ngm |
| Canadian Banc Corp Class A | CNDCF | $7.70 | $217.0 Mil | 7.07% | −11.72% | 10.77% | $72.19 | Wlzwxht |
| SWK Holdings Corp | SWKH | $17.35 | $216.8 Mil | −1.03% | −1.64% | 1.34% | $88.65 | Xjsfcd |
| Codorus Valley Bancorp Inc | CVLY | $22.47 | $216.7 Mil | −11.91% | 17.36% | 11.23% | $55.88 | Wdxy |
| Southern States Bancshares Inc | SSBK | $24.34 | $215.1 Mil | −16.56% | 11.06% | — | $87.92 | Svrz |
| North American Financial 15 Split Corp Shs -A- 2004-1.12.19 | FNCSF | $3.80 | $211.2 Mil | 18.42% | 26.94% | −1.76% | $9.58 | Ctmb |
| Signature Bank | SBNY | $3.35 | $211.0 Mil | 109.26% | 2,537.80% | −68.41% | $833.00 | Qlpzxyc |
| Blue Foundry Bancorp | BLFY | $8.78 | $210.1 Mil | −9.20% | −11.27% | — | $25.87 | Twq |
| Plumas Bancorp | PLBC | $35.32 | $208.2 Mil | −13.93% | −2.63% | 9.96% | $12.14 | Mmzp |
| Chemung Financial Corp | CHMG | $43.06 | $205.3 Mil | −12.91% | 10.97% | 2.32% | $44.53 | Mfg |
| City of London Investment Group PLC | CLIUF | $4.18 | $205.2 Mil | −31.74% | −27.50% | −1.20% | $3.49 | Nfrf |
| Malaga Financial Corp | MLGF | $22.80 | $204.6 Mil | 0.22% | 8.78% | 6.30% | $64.69 | Bklhs |
| Keen Vision Acquisition Corp | KVAC | $10.50 | $203.3 Mil | 1.61% | — | — | $67.54 | Msklkhg |
| Gores Holdings IX Inc Ordinary Shares - Class A | GHIX | $10.57 | $202.5 Mil | 0.67% | 4.45% | — | $15.37 | Fkbst |
| CPI Card Group Inc | PMTS | $17.75 | $202.4 Mil | −7.50% | −56.57% | 4.51% | $63.13 | Lnvhhlw |
| FVCBankcorp Inc | FVCB | $11.29 | $202.1 Mil | −20.49% | 21.40% | −6.94% | $99.99 | Chw |
| Timberland Bancorp Inc | TSBK | $25.25 | $202.0 Mil | −18.98% | 0.81% | 0.45% | $31.94 | Dblhy |
| USCB Financial Holdings Inc Ordinary Shares - Class A | USCB | $10.73 | $201.4 Mil | −12.00% | 11.71% | — | $47.33 | Qxbml |
| Oak Valley Bancorp | OVLY | $24.34 | $201.2 Mil | −17.98% | −4.43% | 13.31% | $21.29 | Gwx |
| APAC Resources Ltd | APPCF | $0.13 | $201.0 Mil | 8.14% | 2.59% | 16.61% | $9.24 | Mrwf |
| GBank Financial Holdings Inc Ordinary Shares | GBFH | $15.75 | $200.8 Mil | 12.02% | 28.57% | 24.05% | $73.87 | Svxmzv |
| SDCL EDGE Acquisition Corp Ordinary Shares - Class A | SEDA | $11.03 | $200.5 Mil | 2.51% | 6.47% | — | $65.94 | Pptggmg |
| Mountain & Co I Acquisition Corp Ordinary Shares - Class A | MCAA | $11.54 | $199.2 Mil | 2.12% | 7.95% | — | $78.98 | Btdclr |
| Merchants Financial Group Inc | MFGI | $24.00 | $197.9 Mil | 1.05% | −6.97% | 3.88% | $59.35 | Bpfgf |
| Norwood Financial Corp | NWFL | $24.37 | $197.6 Mil | −24.13% | 1.59% | 3.19% | $71.68 | Jschs |
| Parke Bancorp Inc | PKBK | $16.46 | $196.8 Mil | −16.94% | 0.35% | −0.82% | $91.68 | Dqxh |
| Private Bancorp of America Inc | PBAM | $34.28 | $194.7 Mil | −2.06% | 37.39% | 12.21% | $34.42 | Qhzc |
| Fanhua Inc ADR | FANH | $3.53 | $194.0 Mil | −46.92% | −57.88% | −30.79% | $5.88 | Nvnf |
| Cashmere Valley Bank | CSHX | $49.94 | $194.0 Mil | −0.39% | 15.40% | −7.86% | $31.89 | Mfbkwxz |
| Ponce Financial Group Inc | PDLB | $8.15 | $193.9 Mil | −16.50% | 12.88% | −9.73% | $19.46 | Gcts |