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
|
---|---|---|---|---|---|---|---|---|
Oak Valley Bancorp | OVLY | $23.87 | $199.8 Mil | −19.45% | 3.56% | 12.03% | $98.91 | Ffwn |
Mountain & Co I Acquisition Corp Ordinary Shares - Class A | MCAA | $11.56 | $199.6 Mil | 2.39% | 7.03% | — | $73.24 | Tfmpbsf |
Colony Bankcorp Inc | CBAN | $11.31 | $198.6 Mil | −13.27% | 29.75% | −8.18% | $82.34 | Zcsj |
HomeStreet Inc | HMST | $10.44 | $197.6 Mil | 1.36% | 72.45% | −33.25% | $18.24 | Vfqbc |
Merchants Financial Group Inc | MFGI | $24.00 | $196.3 Mil | 1.05% | −6.08% | 3.22% | $81.71 | Vrmwhfl |
Private Bancorp of America Inc | PBAM | $34.33 | $195.8 Mil | −1.86% | 32.63% | 11.17% | $53.58 | Pmxmfgh |
Cashmere Valley Bank | CSHX | $49.79 | $193.4 Mil | −0.69% | 22.01% | −7.60% | $82.38 | Pnbzvxz |
Aker Horizons ASA Ordinary Shares | AKHOF | $0.00 | $192.9 Mil | — | — | — | $4.96 | Bvs |
Oxford Square Capital Corp BDC | OXSQ | $3.22 | $191.8 Mil | 17.13% | 21.75% | −2.81% | $2.77 | Bqhsszq |
X Financial ADR | XYF | $3.89 | $191.3 Mil | 10.93% | 21.55% | −0.39% | $2.56 | Dylt |
Morris State Bancshares Inc Ordinary Shares | MBLU | $18.05 | $191.0 Mil | 19.36% | 9.89% | 8.34% | $53.68 | Wvszv |
First Financial Northwest Inc | FFNW | $20.48 | $190.7 Mil | 55.19% | 110.57% | 16.75% | $13.53 | Jfwj |
Princeton Bancorp Inc | BPRN | $30.07 | $190.0 Mil | −14.26% | 24.03% | 3.52% | $64.13 | Jmhx |
Ames National Corp | ATLO | $20.69 | $188.7 Mil | 0.86% | 22.44% | −1.51% | $15.28 | Ftf |
Bankwell Financial Group Inc | BWFG | $23.80 | $188.2 Mil | −19.15% | 13.38% | −3.14% | $19.83 | Tsr |
ChoiceOne Financial Services Inc | COFS | $25.10 | $187.8 Mil | −14.40% | 21.91% | 3.65% | $51.16 | Hmpj |
Fanhua Inc ADR | FANH | $3.30 | $187.1 Mil | −51.13% | −56.67% | −33.27% | $3.46 | Rndvk |
California Bancorp | CALB | $21.94 | $184.1 Mil | −11.63% | 61.00% | 7.73% | $79.28 | Yfgpx |
Consumer Portfolio Services Inc | CPSS | $8.64 | $183.6 Mil | −7.26% | −19.54% | 26.43% | $28.69 | Mflvs |
Investcorp India Acquisition Corp Class A | IVCA | $11.27 | $183.1 Mil | 2.55% | 6.42% | — | $64.42 | Dcszgn |
Papaya Growth Opportunity Corp I Ordinary Shares - Class A | PPYA | $11.60 | $182.9 Mil | 10.11% | 13.48% | — | $7.93 | Jbqtqt |
Truxton Corp | TRUX | $62.32 | $182.3 Mil | −1.92% | 11.88% | 9.13% | $28.99 | Gtrbdkc |
SilverBox Corp III Class A Common Stock | SBXC | $10.55 | $182.1 Mil | 2.08% | 5.02% | — | $13.23 | Ddvrhr |
Medallion Financial Corp | MFIN | $7.87 | $181.2 Mil | −20.30% | 15.20% | −1.92% | $45.83 | Jtbdf |
Portman Ridge Finance Corp | PTMN | $19.43 | $180.9 Mil | 12.81% | 16.68% | 4.83% | $61.85 | Yhdnxr |
Tristar Acquisition I Corp | TRIS | $11.05 | $180.8 Mil | 2.46% | 6.56% | — | $28.22 | Tzqplg |
Middlefield Banc Corp | MBCN | $23.21 | $180.7 Mil | −30.18% | −2.11% | 2.90% | $31.70 | Rlpss |
BCB Bancorp Inc | BCBP | $10.55 | $180.6 Mil | −14.63% | 8.45% | −2.99% | $93.89 | Ktm |
Heartland Bancorp | HLAN | $90.00 | $180.4 Mil | 2.71% | 11.50% | 1.02% | $724.13 | Tvyvrs |
California First Leasing Corp | CFNB | $19.15 | $178.3 Mil | 14.33% | 27.67% | 3.07% | $87.93 | Qltbrr |
AP Acquisition Corp Class A | APCA | $11.38 | $177.7 Mil | 2.25% | 6.16% | — | $53.68 | Kfjgh |
Citizens Bancorp Investment Inc | CBTN | $29.99 | $176.9 Mil | −3.65% | −13.94% | — | $95.33 | Rztjhy |
Alpha One Inc | AOAO | $2.29 | $175.9 Mil | 14.50% | 14.50% | −45.31% | $5.57 | Nvjkjtm |
Hennessy Capital Investment Corp VI Class A | HCVI | $10.50 | $174.6 Mil | 0.48% | 3.45% | — | $93.84 | Kjqvr |
DeFi Technologies Inc | DEFTF | $0.57 | $173.3 Mil | 11.84% | 747.13% | −18.31% | $5.37 | Hprjm |
ESSA Bancorp Inc | ESSA | $17.01 | $172.3 Mil | −14.34% | 26.80% | 6.37% | $82.85 | Yvjg |
EVe Mobility Acquisition Corp Class A | EVE | $11.00 | $171.8 Mil | 1.76% | 5.06% | — | $7.85 | Lnmtsy |
National Bankshares Inc | NKSH | $27.94 | $171.7 Mil | −6.28% | 14.09% | 0.71% | $53.86 | Cysl |
First Western Financial Inc | MYFW | $17.79 | $171.5 Mil | −10.14% | 13.36% | −12.65% | $36.18 | Drzv |
KR1 PLC | KROEF | $0.90 | $170.7 Mil | −16.67% | 111.11% | −28.96% | $1.48 | Yybb |
SK Growth Opportunities Corp Class A | SKGR | $11.10 | $169.9 Mil | 2.59% | 5.71% | — | $52.95 | Mpgzbk |
Exchange Bank Santa Rosa | EXSR | $99.00 | $169.7 Mil | −0.69% | 10.26% | −10.87% | $624.76 | Mwqfhwt |
Provident Bancorp Inc | PVBC | $9.63 | $169.5 Mil | −5.66% | 30.32% | −16.36% | $36.71 | Hfb |
Generation Asia I Acquisition Ltd Ordinary Shares - Class A | GAQ | $11.15 | $169.3 Mil | 2.30% | 6.82% | — | $18.12 | Jvpvw |
Spark I Acquisition Corp Ordinary Shares - Class A | SPKL | $10.31 | $169.2 Mil | 1.63% | — | — | $41.49 | Xyrxxr |
BurTech Acquisition Corp Class A | BRKH | $11.12 | $168.6 Mil | 3.63% | 8.75% | — | $2.76 | Dpzqc |
Vericity Inc Ordinary Shares | VERY | $11.31 | $168.2 Mil | 1.34% | 68.16% | 2.08% | $49.79 | Gyzb |
Omni Bridgeway Ltd | IMMFF | $0.61 | $167.2 Mil | −52.34% | −72.27% | −41.13% | $5.34 | Hwyj |
Monkey Rock Group Inc | MKRO | $0.48 | $167.1 Mil | −23.65% | 6,083.10% | 167.05% | $3.58 | Ypmtrfm |
Aimia Inc | AIMFF | $1.77 | $165.4 Mil | −25.00% | −32.18% | −24.66% | $9.71 | Jvjr |