Morningstar

Financial Services

Companies that provide financial services, including banks, savings and loans, asset management companies, credit services, investment brokerage firms, and insurance companies.

Featured

The Best Financial-Services Stocks to Buy

Tori Brovet Nov 6, 2026

These Overvalued Stocks Have Plenty of Room to Fall

David Sekera, CFA, Sarah Hansen, and Jess Bebel Nov 5, 2026

Berkshire Hathaway Shares Are Up 11% This Year. Is the Stock a Buy Ahead of Earnings?

Greggory Warren, CFA Nov 3, 2026

Coinbase Earnings: Sequential Improvement, but Weak Cryptocurrency Trading Volume Still an Issue

Michael Miller, CFA Oct 30, 2026

Mastercard Earnings: Growth Ticks Up a Bit

Brett Horn, CFA Oct 29, 2026

Latest Company Reports

Largest Stocks in the Financial Services Sector

Screen With Investor

1-Day Chart	Name	Industry	Price	Morningstar Rating for Stocks	Capital Allocation	Economic Moat	Market Cap
	Berkshire Hathaway Inc Class B BRK.B	Insurance - Diversified			LOCK\|#XVR@Ns	LOCK\|ygV!	$1T
	JPMorgan Chase & Co JPM	Banks - Diversified			LOCK\|!<J^><hz	LOCK\|Ns$	$888B
	Visa Inc Class A V	Credit Services			LOCK\|mw$lhq	LOCK\|#sp	$789B
	Mastercard Inc Class A MA	Credit Services			LOCK\|bb&$$>B	LOCK\|H<>	$569B
	Bank of America Corp BAC	Banks - Diversified			LOCK\|Ssm>^YM	LOCK\|HX	$341B
	HSBC Holdings PLC ADR HSBC	Banks - Diversified			LOCK\|L>t?!$	LOCK\|d#?LY	$300B
	Morgan Stanley MS	Capital Markets			LOCK\|ypQ!TtyJ	LOCK\|x!	$284B
	Royal Bank of Canada RY	Banks - Diversified			LOCK\|@<m%S%W$	LOCK\|#??	$281B
	Wells Fargo & Co WFC	Banks - Diversified			LOCK\|$B!TG>	LOCK\|t%	$252B
	The Goldman Sachs Group Inc GS	Capital Markets			LOCK\|vN@p$c	LOCK\|Lr	$250B

Visa Earnings: Solid Finish to a Strong Fiscal Year

We think the market is a little too optimistic about the firm’s long-term prospects, given recent results.

Brett Horn, CFA Oct 28, 2026

SoFi Earnings: Raising Fair Value Estimate on Blowout Results

SoFi saw accelerated loan growth and net interest margin expansion in the quarter.

Michael Miller, CFA Oct 27, 2026

After Earnings, Is Schwab Stock a Buy, a Sell, or Fairly Valued?

A slight revenue miss overshadowed an otherwise stellar quarter for wide-moat Schwab.

Sean Dunlop, CFA Oct 23, 2026

Economic Takeaways from Big Bank Earnings

Consumer spending kept growing, and banks warned of a longer rate-hiking cycle. Here’s what to watch for.

Austin Taggart, CFA Oct 20, 2026

Bank Earnings Roundup: Pockets of Opportunity in a Fairly Valued Sector

Regional bank valuations are more attractive than money-center banks amid macro concerns.

Maoyuan Chen and Austin Taggart, CFA Oct 16, 2026

Berkshire Hathaway: Abel Pushes Into New Territory With Bending Spoons Investment

We think it is a sign that the firm is finally moving out of its comfort zone to find places to put capital to work.

Greggory Warren, CFA Oct 16, 2026

PNC Earnings: Sequential Contraction in Net Interest Margin Not the Whole Story

We do not think AI tools are a significant near-term threat to PNC’s deposit base, as banking relationships are built on trust.

Maoyuan Chen Oct 15, 2026

Charles Schwab Earnings: Higher Interest Rates Slightly Overshadow Otherwise Stellar Quarter

We plan to lower our fair value estimate for Schwab stock by a low-single-digit percentage.

Sean Dunlop, CFA Oct 15, 2026

This 1-Star Stock Trades at a 94% Premium. Is It Time to Sell?

Even with significant growth potential, the stock’s lofty valuation is difficult to justify.

Sean Dunlop, CFA Oct 15, 2026

Bank of America Earnings: Market Overreaction to Regulatory Fine Provides a Solid Entry Point

We’ve lowered our fair value estimate of Bank of America stock.

Austin Taggart, CFA Oct 14, 2026

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