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

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

Maoyuan Chen and Austin Taggart, CFA Oct 16, 2026

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

Greggory Warren, CFA Oct 16, 2026

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

Maoyuan Chen Oct 15, 2026

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

Sean Dunlop, CFA Oct 15, 2026

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

Sean Dunlop, CFA Oct 15, 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 A BRK.A	Insurance - Diversified			LOCK\|zB^@%w&h	LOCK\|?Tmg	$1T
	JPMorgan Chase & Co JPM	Banks - Diversified			LOCK\|<S!mM^!T	LOCK\|&x	$902B
	Visa Inc Class A V	Credit Services			LOCK\|kPS<b>V	LOCK\|%#	$756B
	Mastercard Inc Class A MA	Credit Services			LOCK\|J<?rc&	LOCK\|&$>	$541B
	Bank of America Corp BAC	Banks - Diversified			LOCK\|$$$Cd&^	LOCK\|#?	$358B
	HSBC Holdings PLC ADR HSBC	Banks - Diversified			LOCK\|!rrM%fC	LOCK\|!^^f	$324B
	Morgan Stanley MS	Capital Markets			LOCK\|@%p%#@RZ	LOCK\|>#R	$284B
	Royal Bank of Canada RY	Banks - Diversified			LOCK\|t$l#tCt>	LOCK\|!@	$273B
	The Goldman Sachs Group Inc GS	Capital Markets			LOCK\|$sf!VXS	LOCK\|<?<	$257B
	Wells Fargo & Co WFC	Banks - Diversified			LOCK\|Vwqd#V	LOCK\|%H	$252B

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

Citigroup Earnings: Solid Quarter Overshadowed by Cautious Guidance

We’ve lowered our fair value estimate for Citi stock.

Austin Taggart, CFA Oct 14, 2026

Wells Fargo Earnings: Maintained Guidance Overshadows Decent Results

We’ve slightly lowered our fair value estimate of Wells Fargo stock.

Austin Taggart, CFA Oct 14, 2026

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

We remain conservative with our near-term assumptions for BlackRock and the rest of the US-based asset managers.

Greggory Warren, CFA Oct 14, 2026

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

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