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

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

Sean Dunlop, CFA Oct 15, 2026

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

Austin Taggart, CFA Oct 14, 2026

Citigroup Earnings: Solid Quarter Overshadowed by Cautious Guidance

Austin Taggart, CFA Oct 14, 2026

Wells Fargo Earnings: Maintained Guidance Overshadows Decent Results

Austin Taggart, CFA Oct 14, 2026

BlackRock Earnings: Positive Flows Offset Market Losses to Lift AUM to Record Levels

Greggory Warren, CFA Oct 14, 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\|W<CSV?#N	LOCK\|ngf#	$1T
	JPMorgan Chase & Co JPM	Banks - Diversified			LOCK\|GnMyrBc	LOCK\|dy	$890B
	Visa Inc Class A V	Credit Services			LOCK\|yc&&n<	LOCK\|^G	$735B
	Mastercard Inc Class A MA	Credit Services			LOCK\|@@^$LPR	LOCK\|?ZD	$528B
	Bank of America Corp BAC	Banks - Diversified			LOCK\|zc#%Dz	LOCK\|^sl	$359B
	HSBC Holdings PLC ADR HSBC	Banks - Diversified			LOCK\|B%s>cSl	LOCK\|^Dns&	$322B
	Morgan Stanley MS	Capital Markets			LOCK\|@H@l<J&@	LOCK\|>T	$285B
	Royal Bank of Canada RY	Banks - Diversified			LOCK\|y@m?WrXX	LOCK\|?#	$269B
	The Goldman Sachs Group Inc GS	Capital Markets			LOCK\|WH%%n#$	LOCK\|kl	$256B
	Mitsubishi UFJ Financial Group Inc ADR MUFG	Banks - Diversified			LOCK\|stz&k!	LOCK\|#L	$248B

JPMorgan Earnings: Solid Results Despite Capital Markets Softening

We’ve raised our fair value estimate of JPMorgan stock.

Austin Taggart, CFA Oct 13, 2026

Stock Sector Outlooks: Morningstar’s Top Q4 Picks Across the Market

Morningstar analysts provide their sector outlooks and views on the best stocks to buy.

Lauren Solberg Oct 13, 2026

4 Things to Watch for in Big Bank Earnings

Third-quarter bank results to offer fresh insights into lending profitability, credit conditions, consumer finances, and more.

Austin Taggart, CFA Oct 12, 2026

Financial Services: Tough Year Continues for the Sector

LPL Financial and Fiserv are some of our top picks.

Sean Dunlop, CFA Oct 12, 2026

33 Undervalued Stocks to Buy Before the Market Shifts Again

Here’s the new list of Morningstar’s top analyst picks for the fourth quarter of 2026.

Susan Dziubinski and Tori Brovet Oct 12, 2026

Investment Banking and Trading Are Booming. Are Bank Stocks Too Expensive?

Robust returns, driven by multiple expansion, leave scant investable opportunities. Where should investors look?

Austin Taggart, CFA and Sean Dunlop, CFA Sep 30, 2026

Berkshire Hathaway: Warren Buffett Takes Another Step Back; Howard Buffett Elected Chairman

We don’t expect much to change as Warren Buffett moves into his new role as chairman emeritus.

Greggory Warren, CFA Sep 18, 2026

Coinbase: Increasing Our Fair Value Estimate on Higher Cryptocurrency Prices

We think Coinbase Global stock is fairly valued.

Michael Miller, CFA Sep 15, 2026

Markets Brief: Goldilocks for Stocks vs. the Bond Market, Private Credit Exodus Continues

AI stocks are among the most vulnerable to higher bond yields, one analyst says. Plus, are investment bank stocks a buy?

Tom Lauricella, Sarah Hansen, and Colin Laidley Sep 14, 2026

PayPal: Deal with Stripe Is Apparently Off

While we appreciate the headwinds the company faces, we think PayPal can generate modest growth and stable margins over the long run.

Brett Horn, CFA Aug 28, 2026

Sponsor Center

Transparency is our policy. Learn how it impacts everything we do

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.

© Copyright 2026 Morningstar, Inc. All rights reserved. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.