Sectors & IndustriesFinancial Services
Best Financial Stocks to Buy Now (2025)
Top financial stocks in 2025 ranked by overall Due Diligence Score. See the best financial stocks to buy now, according to analyst forecasts for the financial services sector.

Sector: Financial Services

Overview Zen Rating Price Value Growth Financials Momentum

Sentiment Forecast Dividends Due Diligence

Ticker	Company	Price	Volume	Vol 1d %	SMA 10	SMA 20	SMA 50	SMA 100	SMA 200	RSI	Stochastic %K	Stochastic %D	StochRSI %K	StochRSI %D	MACD	MACD Signal	MACD Histogram	Beta
SNFCA	SECURITY NATIONAL FINANCIAL CORP	$9.52	71,000	42.00%	9.89	9.93	9.86	11.21	10.94	37.46	29.57	35.28	38.45	66.21	-0.10	-0.09	-0.01	0.53
OXSQ	OXFORD SQUARE CAPITAL CORP	$2.25	894,000	37.12%	2.29	2.33	2.42	2.57	2.66	26.93	20.33	30.02	49.07	71.03	-0.05	-0.05	0.00	0.54
DEFT	DEFI TECHNOLOGIES INC	$2.84	2,805,000	20.75%	3.19	3.42	N/A	N/A	N/A	41.96	8.26	11.30	N/A	N/A	N/A	N/A	N/A	3.23
ARES	ARES MANAGEMENT CORP	$167.03	750,000	-34.38%	169.55	166.75	157.00	162.69	164.95	52.49	51.18	61.59	19.94	31.95	2.46	3.11	-0.65	1.41
GBDC	GOLUB CAPITAL BDC INC	$14.45	1,382,000	42.47%	15.03	15.06	14.54	14.95	15.06	36.65	29.05	56.30	15.78	36.07	0.05	0.13	-0.08	0.51
SPGI	S&P GLOBAL INC	$505.00	1,012,000	-24.65%	511.66	513.21	496.03	505.23	506.64	45.95	28.07	39.13	7.11	2.59	1.05	3.32	-2.27	0.93
WTM	WHITE MOUNTAINS INSURANCE GROUP LTD	$1,762.25	16,200	-4.14%	1,786.12	1,793.32	1,774.32	1,828.74	1,841.55	44.62	28.35	23.00	31.92	23.69	-5.33	-1.65	-3.68	0.37
BOW	BOWHEAD SPECIALTY HOLDINGS INC	$36.84	178,000	0.56%	36.15	36.85	38.39	36.64	34.31	47.76	64.10	47.15	95.02	63.84	-0.70	-0.74	0.04	0.47
SFST	SOUTHERN FIRST BANCSHARES INC	$35.73	12,300	-6.82%	35.88	36.25	34.90	34.74	36.29	49.13	57.03	69.51	54.35	73.38	0.16	0.24	-0.08	0.79
CWBC	COMMUNITY WEST BANCSHARES	$18.19	59,600	-2.30%	18.19	18.07	17.55	18.14	18.95	53.06	64.94	77.01	61.34	79.82	0.15	0.13	0.02	0.63
NOAH	NOAH HOLDINGS LTD	$12.41	188,000	17.50%	11.69	10.78	9.76	10.35	10.87	72.85	92.58	94.91	87.21	93.38	0.71	0.54	0.17	1.13
V	VISA INC	$355.48	6,171,000	-56.47%	366.13	363.89	349.02	346.95	322.44	45.23	47.47	67.78	29.48	58.57	3.12	4.95	-1.82	0.90
IVZ	INVESCO LTD	$14.83	5,043,000	-1.52%	14.64	14.67	14.18	15.55	16.51	53.08	60.83	69.99	57.98	74.12	0.05	0.04	0.01	1.46
OCSL	OAKTREE SPECIALTY LENDING CORP	$13.68	803,000	61.90%	14.31	14.34	14.11	14.93	15.48	37.96	46.15	65.38	40.43	61.42	-0.00	0.03	-0.04	0.56
GSHD	GOOSEHEAD INSURANCE INC	$101.42	204,000	0.49%	108.15	108.69	106.00	110.14	106.88	37.69	12.64	22.80	8.83	11.83	-0.40	0.50	-0.90	1.36
GHLD	GUILD HOLDINGS CO	$15.70	3,700	-94.64%	14.69	14.05	13.45	13.25	13.97	66.68	81.17	80.22	95.83	92.63	0.58	0.40	0.19	0.26
HSBC	HSBC HOLDINGS PLC	$59.60	1,566,000	-23.61%	59.65	59.52	56.43	56.24	51.27	55.90	55.67	55.78	26.34	21.31	0.66	0.82	-0.16	0.70
PEBK	PEOPLES BANCORP OF NORTH CAROLINA INC	$28.12	8,700	-22.32%	27.91	28.26	27.74	27.82	28.13	50.01	39.33	35.35	53.93	49.75	-0.07	-0.02	-0.06	0.47
SRCE	1ST SOURCE CORP	$59.39	126,000	-24.10%	60.80	60.94	59.31	61.01	60.87	42.72	44.08	65.29	29.37	58.42	0.06	0.24	-0.19	0.74
PLBC	PLUMAS BANCORP	$42.48	8,600	-46.25%	42.87	43.37	43.01	43.82	43.94	44.84	44.48	52.06	40.25	65.20	-0.22	-0.12	-0.10	0.48
RVSB	RIVERVIEW BANCORP INC	$5.41	116,000	26.09%	5.41	5.62	5.83	5.62	5.35	38.42	11.54	13.01	73.67	69.41	-0.15	-0.13	-0.01	0.49
AMAL	AMALGAMATED FINANCIAL CORP	$30.09	199,000	19.88%	30.46	30.34	29.11	30.57	32.12	49.15	52.08	69.22	30.77	56.64	0.26	0.32	-0.06	0.72
RDN	RADIAN GROUP INC	$34.52	1,251,000	20.29%	33.80	33.84	33.04	32.89	33.45	59.26	84.11	80.26	95.37	87.20	0.24	0.21	0.04	0.85
AXP	AMERICAN EXPRESS CO	$294.22	1,699,000	-50.12%	297.19	294.88	278.09	284.57	283.99	52.90	43.02	58.36	27.18	39.70	3.63	5.08	-1.45	1.19
MS	MORGAN STANLEY	$130.90	6,238,000	42.81%	130.72	129.30	120.96	124.38	121.59	59.59	63.16	71.61	44.89	68.03	2.31	2.63	-0.32	1.13
NMR	NOMURA HOLDINGS INC	$6.19	392,000	-27.81%	6.18	6.11	5.76	6.12	5.89	58.54	83.46	85.43	28.89	38.53	0.10	0.11	-0.00	0.78
SLM	SLM CORP	$31.82	1,501,000	-25.58%	31.86	32.57	30.40	29.99	27.19	49.50	13.11	10.93	11.37	4.93	0.06	0.34	-0.28	1.14
VEL	VELOCITY FINANCIAL INC	$18.98	121,000	16.35%	18.10	17.34	17.26	18.02	18.83	73.19	89.05	91.04	95.10	98.37	0.53	0.23	0.30	0.73
AIG	AMERICAN INTERNATIONAL GROUP INC	$85.44	3,468,000	1.11%	85.31	84.38	82.76	81.13	77.86	55.09	61.17	59.57	31.69	34.27	0.68	0.71	-0.02	0.91
PNBK	PATRIOT NATIONAL BANCORP INC	$1.00	832,000	-30.49%	1.17	2.51	3.06	2.20	2.03	30.48	0.61	0.78	0.25	1.15	-0.78	-0.65	-0.14	0.39
FUTU	FUTU HOLDINGS LTD	$123.51	3,626,000	321.63%	111.10	109.53	99.09	103.48	94.49	67.07	77.25	71.18	81.69	75.33	3.55	2.71	0.83	1.49
MSBI	MIDLAND STATES BANCORP INC	$16.40	150,000	35.14%	16.89	16.97	16.92	17.91	21.09	40.72	25.68	44.63	34.45	58.97	-0.15	-0.11	-0.03	0.71
AB	ALLIANCEBERNSTEIN HOLDING LP	$39.80	93,000	-54.63%	40.10	40.00	39.06	38.45	37.24	49.42	36.71	52.58	27.57	46.70	0.13	0.23	-0.10	0.97
ONB	OLD NATIONAL BANCORP	$20.64	2,607,000	0.70%	20.98	21.03	20.65	21.59	21.05	45.45	27.19	45.82	20.34	39.84	-0.07	-0.00	-0.07	0.92
TBBK	BANCORP INC	$50.16	470,000	-30.37%	51.63	51.82	49.82	52.84	53.27	44.19	29.89	50.45	14.97	41.97	0.06	0.26	-0.20	1.38
BBUC	BROOKFIELD BUSINESS CORP	$28.06	61,000	-41.90%	28.77	28.69	26.90	26.40	25.56	47.74	20.18	28.24	0.00	2.60	0.27	0.47	-0.20	1.27
CNA	CNA FINANCIAL CORP	$45.45	446,000	33.13%	46.44	47.07	47.55	48.36	48.69	35.07	12.76	15.41	10.31	10.76	-0.63	-0.44	-0.19	0.60
PBFS	PIONEER BANCORP INC	$11.53	9,900	-96.31%	11.44	11.51	11.41	11.58	11.43	51.51	42.33	38.15	55.38	44.76	-0.02	-0.01	-0.00	0.43
FBNC	FIRST BANCORP	$40.33	235,000	-10.31%	41.31	41.43	40.31	41.07	42.47	42.49	23.07	42.37	13.52	37.30	0.01	0.17	-0.16	0.87
CHMG	CHEMUNG FINANCIAL CORP	$47.26	12,400	10.71%	47.11	47.19	45.56	47.53	48.22	52.01	52.71	63.17	61.74	75.56	0.32	0.33	-0.01	0.46
JHG	JANUS HENDERSON GROUP PLC	$36.95	1,062,000	36.68%	36.59	36.78	34.84	37.71	39.44	54.30	63.89	65.84	55.05	60.87	0.22	0.31	-0.09	1.32
NKSH	NATIONAL BANKSHARES INC	$26.07	7,900	-18.56%	26.32	26.17	25.90	26.90	28.36	48.30	46.55	54.99	41.07	56.86	0.06	0.06	0.00	0.47
MFH	MERCURITY FINTECH HOLDING INC	$3.88	185,000	20.92%	4.01	4.05	5.24	5.75	4.70	39.95	52.68	54.64	81.41	88.42	-0.40	-0.48	0.08	0.85
FDS	FACTSET RESEARCH SYSTEMS INC	$421.30	339,000	3.99%	427.33	445.43	438.03	445.57	455.86	32.57	5.94	6.23	2.97	1.70	-7.29	-3.49	-3.81	0.75
FFIC	FLUSHING FINANCIAL CORP	$11.50	149,000	-33.18%	12.02	12.12	12.11	12.95	14.15	36.86	26.30	48.18	29.25	59.50	-0.15	-0.10	-0.05	0.83
BLX	FOREIGN TRADE BANK OF LATIN AMERICA INC	$42.77	127,000	33.68%	41.51	41.14	39.34	38.76	36.29	67.63	86.32	86.30	63.73	56.77	0.65	0.62	0.03	0.66
TPVG	TRIPLEPOINT VENTURE GROWTH BDC CORP	$6.66	491,000	9.35%	7.16	7.01	6.49	7.05	7.21	42.71	48.00	69.70	41.61	72.18	0.16	0.19	-0.03	0.76
HWBK	HAWTHORN BANCSHARES INC	$28.12	19,100	11.05%	28.87	29.38	29.06	29.83	28.66	41.03	4.24	6.22	6.60	10.24	-0.27	-0.12	-0.15	0.43
CAC	CAMDEN NATIONAL CORP	$38.59	43,000	-36.76%	39.38	39.66	39.11	41.03	41.93	41.89	36.05	57.04	29.15	58.98	-0.15	-0.05	-0.10	0.71
TRIN	TRINITY CAPITAL INC	$14.38	810,000	40.14%	14.52	14.57	14.41	15.10	14.61	44.15	30.60	42.68	17.20	39.21	-0.03	-0.02	-0.01	0.63
FSBC	FIVE STAR BANCORP	$26.83	42,200	-7.66%	27.64	27.85	27.48	28.55	29.61	40.10	23.13	43.29	22.35	53.05	-0.14	-0.04	-0.10	0.77
MRX	MAREX GROUP PLC	$39.19	681,000	3.03%	40.76	42.47	42.32	38.88	33.33	34.85	9.22	10.99	7.70	8.46	-1.07	-0.50	-0.57	1.04
WTBA	WEST BANCORPORATION INC	$18.91	27,300	1.11%	19.21	19.41	19.35	20.33	20.80	42.93	38.10	53.83	39.31	61.48	-0.13	-0.09	-0.03	0.79
HAFC	HANMI FINANCIAL CORP	$22.74	197,000	37.76%	23.19	23.15	22.74	22.99	22.64	44.75	46.09	66.43	32.63	60.94	0.04	0.08	-0.04	0.92
RGA	REINSURANCE GROUP OF AMERICA INC	$198.10	272,000	4.62%	200.80	202.41	194.94	199.04	208.54	46.30	22.60	24.18	8.16	7.98	0.06	1.18	-1.12	0.85
MPB	MID PENN BANCORP INC	$26.49	107,000	56.43%	26.51	26.83	27.01	27.45	28.86	44.54	42.90	47.93	65.93	80.19	-0.27	-0.25	-0.02	0.71
INTR	INTER & CO INC	$7.51	1,971,000	132.43%	7.05	7.07	6.57	5.99	5.90	64.92	69.83	62.08	59.35	52.01	0.15	0.15	-0.00	0.86
EQH	EQUITABLE HOLDINGS INC	$53.01	2,408,000	12.10%	53.55	53.24	50.86	51.90	48.72	51.09	32.71	47.25	13.47	20.01	0.42	0.65	-0.23	1.27
FNLC	FIRST BANCORP INC	$23.69	18,800	40.30%	24.23	24.25	24.18	24.78	25.95	42.20	30.17	49.94	31.22	64.55	-0.09	-0.04	-0.04	0.62
SAMG	SILVERCREST ASSET MANAGEMENT GROUP INC	$14.79	38,700	-41.36%	14.92	14.68	14.97	16.31	16.88	47.85	66.89	78.51	66.35	81.95	-0.03	-0.09	0.06	0.80
AMRK	A-MARK PRECIOUS METALS INC	$21.58	291,000	-18.72%	21.17	20.77	22.19	24.83	30.00	50.58	77.72	82.08	86.18	91.78	-0.21	-0.50	0.29	0.90
SII	SPROTT INC	$64.58	181,000	31.16%	62.29	59.93	54.43	48.93	46.06	81.07	94.52	92.60	90.53	85.41	2.68	2.53	0.15	0.85
HTH	HILLTOP HOLDINGS INC	$29.48	314,000	6.44%	29.91	29.93	29.60	30.28	30.67	44.58	35.83	54.84	35.98	59.90	-0.00	0.02	-0.02	0.85
BRBS	BLUE RIDGE BANKSHARES INC	$3.33	249,000	-4.23%	3.40	3.44	3.38	3.41	3.24	38.77	10.00	15.00	15.37	19.33	-0.02	-0.00	-0.02	0.63
MNSB	MAINSTREET BANCSHARES INC	$18.20	18,700	27.21%	18.39	18.81	18.25	17.48	17.73	41.37	22.50	26.69	14.41	21.37	-0.11	0.00	-0.11	0.55
FSK	FS KKR CAPITAL CORP	$20.97	1,792,000	81.93%	21.26	21.21	20.30	21.35	21.09	49.27	38.41	58.40	18.78	52.11	0.19	0.25	-0.05	0.72
LNKB	LINKBANCORP INC	$6.93	28,100	12.40%	6.98	6.95	6.82	6.99	6.97	49.37	57.06	69.96	45.31	70.12	0.03	0.03	0.00	0.46
CG	CARLYLE GROUP INC	$47.04	1,469,000	-17.66%	46.37	45.94	42.05	45.19	46.94	59.64	74.57	82.04	48.32	72.23	1.07	1.12	-0.05	1.59
AHL	ASPEN INSURANCE HOLDINGS LTD	$32.01	297,000	100.68%	33.03	33.84	N/A	N/A	N/A	63.01	26.12	24.38	N/A	N/A	N/A	N/A	N/A	-0.19
ASIC	ATEGRITY SPECIALTY HOLDINGS LLC	$23.50	145,000	13.28%	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0.10
ECBK	ECB BANCORP INC	$15.05	17,800	18.67%	15.44	15.87	15.84	15.21	14.90	35.76	0.93	0.89	1.85	1.63	-0.23	-0.11	-0.12	0.36
TSLX	SIXTH STREET SPECIALTY LENDING INC	$22.48	458,000	36.31%	23.30	23.10	21.70	22.09	21.48	44.65	47.32	67.49	31.51	62.26	0.36	0.46	-0.11	0.57
ALTI	ALTI GLOBAL INC	$4.13	117,000	-6.40%	3.79	3.55	3.36	3.38	3.78	77.55	88.02	86.63	98.80	98.61	0.18	0.13	0.06	0.46
OFS	OFS CAPITAL CORP	$8.97	69,400	255.90%	8.74	8.59	8.56	8.61	8.42	60.60	69.26	75.85	84.34	89.25	0.09	0.02	0.07	0.48
FMAO	FARMERS & MERCHANTS BANCORP INC	$23.45	19,200	-13.90%	23.76	24.01	23.92	24.60	26.72	45.22	48.28	60.33	59.50	80.55	-0.12	-0.14	0.02	0.82
UVSP	UNIVEST FINANCIAL CORP	$28.85	75,000	-15.73%	29.34	29.60	29.04	29.34	29.27	42.93	40.95	51.76	40.02	68.49	-0.09	-0.00	-0.09	0.80
DCOM	DIME COMMUNITY BANCSHARES INC	$26.15	214,000	22.99%	26.65	26.22	26.01	27.92	29.37	47.05	53.96	70.16	47.37	69.42	0.12	0.07	0.05	1.02
USCB	USCB FINANCIAL HOLDINGS INC	$15.84	28,200	-9.03%	16.40	16.56	16.85	17.85	17.37	37.23	25.43	44.44	20.85	50.79	-0.23	-0.19	-0.04	0.49
PJT	PJT PARTNERS INC	$153.60	234,000	-4.10%	153.22	151.54	143.03	149.50	148.36	56.09	65.59	77.28	44.30	64.50	2.58	2.77	-0.19	0.87
HRZN	HORIZON TECHNOLOGY FINANCE CORP	$7.31	982,000	56.12%	7.50	7.49	7.79	8.60	9.23	37.78	36.39	55.36	45.66	69.20	-0.09	-0.12	0.02	0.67
GSBD	GOLDMAN SACHS BDC INC	$11.38	627,000	37.20%	11.47	11.34	10.90	11.72	12.48	53.85	57.02	72.31	27.49	60.08	0.13	0.13	-0.00	0.57
TROW	PRICE T ROWE GROUP INC	$93.21	1,522,000	27.15%	94.03	94.37	91.42	97.18	105.21	48.24	39.77	55.93	31.19	50.07	0.16	0.45	-0.29	1.35
STC	STEWART INFORMATION SERVICES CORP	$61.14	223,000	53.79%	61.79	61.71	63.91	66.43	68.71	43.32	71.45	80.35	70.72	86.79	-0.58	-0.92	0.34	0.83
PTMN	PORTMAN RIDGE FINANCE CORP	$11.52	23,000	29.94%	11.68	11.87	12.09	14.24	15.91	35.15	12.59	15.93	38.18	41.19	-0.23	-0.23	-0.00	0.36
KB	KB FINANCIAL GROUP INC	$80.23	187,000	-25.79%	78.85	75.40	66.12	61.52	62.50	68.50	77.00	78.51	8.99	7.28	3.91	3.99	-0.08	0.84
FSUN	FIRSTSUN CAPITAL BANCORP	$33.14	65,000	-2.99%	34.60	35.35	35.17	37.51	38.73	31.73	7.85	18.42	7.34	23.62	-0.54	-0.30	-0.24	0.55
FULT	FULTON FINANCIAL CORP	$17.18	1,296,000	-2.11%	17.38	17.39	16.96	18.10	18.71	46.66	37.25	52.13	26.34	46.75	0.01	0.03	-0.03	0.95
SMBK	SMARTFINANCIAL INC	$31.30	54,700	3.21%	32.03	31.85	30.61	32.11	32.00	46.40	35.03	57.51	20.83	49.97	0.23	0.33	-0.10	0.75
CGBD	CARLYLE SECURED LENDING INC	$13.81	370,000	6.63%	14.00	14.02	14.17	15.81	16.57	41.00	33.78	54.05	30.17	60.75	-0.11	-0.13	0.02	0.62
AIFU	AIFU INC	$3.40	105,000	144.19%	3.09	2.64	1.15	0.75	0.98	72.02	63.64	62.87	21.47	15.16	0.65	0.66	-0.01	-1.42
ERIE	ERIE INDEMNITY CO	$357.81	134,000	55.81%	361.30	359.12	372.37	391.70	424.57	45.40	35.76	38.94	46.01	46.96	-3.17	-4.04	0.87	0.55
CFFN	CAPITOL FEDERAL FINANCIAL INC	$5.86	857,000	-33.77%	5.83	5.77	5.62	5.73	5.95	55.54	74.42	85.18	60.14	79.70	0.06	0.05	0.01	0.68
BAM	BROOKFIELD ASSET MANAGEMENT LTD	$54.83	1,440,000	16.22%	55.93	56.51	53.76	53.97	52.90	45.17	21.02	30.02	16.21	23.14	0.07	0.48	-0.41	1.26
BBDC	BARINGS BDC INC	$9.01	398,000	-3.40%	9.04	9.11	8.82	9.37	9.57	49.06	39.44	43.04	38.98	44.45	0.03	0.05	-0.02	0.54
VOYA	VOYA FINANCIAL INC	$68.00	1,001,000	11.10%	67.06	67.04	63.24	66.68	71.38	56.21	65.17	63.66	57.05	61.81	0.70	0.79	-0.09	1.01
CB	CHUBB LTD	$286.43	1,273,000	31.92%	289.77	290.89	287.41	284.67	283.78	45.42	25.21	23.23	15.39	12.29	-0.37	0.56	-0.93	0.55
LAZ	LAZARD INC	$44.17	740,000	9.79%	43.73	43.83	41.05	45.15	48.58	53.46	52.13	52.32	44.67	40.57	0.34	0.47	-0.13	1.30
MRBK	MERIDIAN CORP	$12.31	21,300	-53.70%	12.94	13.26	13.42	14.38	14.08	31.66	4.93	11.00	15.82	37.09	-0.27	-0.19	-0.08	0.48
ATLO	AMES NATIONAL CORP	$17.50	40,400	97.07%	17.66	17.63	17.39	17.74	17.62	48.31	63.92	63.34	64.29	64.11	0.05	0.06	-0.00	0.41
AMTB	AMERANT BANCORP INC	$16.94	171,000	55.45%	17.41	17.46	17.68	19.94	21.10	40.98	20.39	40.52	28.69	54.80	-0.17	-0.17	0.00	1.01

Financial Industries

Industry	Stocks	1d %	1w %	1m %	1y %	P/E ratio	P/B Ratio	ROE	ROA	ROCE	Upside/Downside	Consensus
Asset Management	102	+0.90%	-1.10%	-2.44%	+1.09%	127.55x	2.77x	+15.93%	+4.16%	+0.51%	+7.42%	Hold
Banks - Diversified	16	+1.15%	-0.42%	+1.16%	+30.24%	13.48x	1.32x	+11.80%	+0.88%	N/A	+21.66%	Buy
Banks - Regional	331	-0.11%	-2.25%	-4.70%	+20.08%	12.05x	1.16x	+11.87%	+1.29%	+0.00%	+21.59%	Buy
Capital Markets	72	+2.22%	+0.23%	-0.32%	+30.55%	20.85x	2.37x	+14.10%	+2.01%	+0.82%	+8.40%	Buy
Credit Services	57	+2.36%	-0.44%	+0.27%	+28.12%	31.33x	5.87x	+84.01%	+18.05%	+33.57%	+7.89%	Buy
Financial Conglomerates	3	+2.71%	-0.98%	-4.32%	-19.82%	10.92x	1.78x	+8.14%	-0.46%	-0.28%	+38.10%	Buy
Financial Data & Stock Exchanges	11	+1.21%	-0.99%	-3.78%	+14.14%	35.88x	5.26x	+9.23%	+6.67%	+14.95%	+11.27%	Buy
Insurance Brokers	18	-0.13%	-1.39%	-4.98%	+11.05%	-14.03x	5.56x	+23.12%	+5.75%	+13.42%	+13.46%	Buy
Insurance - Diversified	14	+0.32%	-0.96%	-2.91%	+17.93%	11.25x	1.62x	+13.49%	+6.24%	+0.04%	+17.83%	Buy
Insurance - Life	17	+1.21%	-0.73%	-3.80%	+18.06%	15.67x	1.47x	+12.49%	+1.34%	+0.00%	+16.88%	Buy
Insurance - Property & Casualty	40	+0.06%	-0.68%	-1.00%	+19.02%	17.14x	2.31x	+19.49%	+4.63%	+0.00%	+6.32%	Buy
Insurance - Reinsurance	9	+1.06%	-0.40%	-2.23%	+1.28%	13.57x	1.09x	+8.49%	+1.50%	N/A	+17.18%	Buy
Insurance - Specialty	20	+0.72%	+1.72%	-4.14%	+19.96%	26.26x	1.70x	+10.95%	+3.78%	+1.14%	+13.57%	Buy
Mortgage Finance	15	+0.21%	+3.17%	+0.72%	+9.46%	229.95x	0.40x	+1.92%	+0.53%	N/A	+19.13%	Buy

Financial Stocks FAQ

What are the best financial stocks to buy right now in Jun 2025?

According to Zen Ratings, our proprietary rating system that evaluates 115 factors proven to drive growth in stocks and assigns each stock in our system an overall letter grade as well as 7 individual Component Grades for Value, Growth, Momentum, Sentiment, Safety, Financials, and proprietary AI algorithms, the 3 best financial service stocks to buy right now are:

1. Finvolution Group (NYSE:FINV)

Finvolution Group (NYSE:FINV) is the #1 top financial stock out of 725 with a Zen Rating of A. Stocks with a rating of A have had an average return of +32.52% per year. Learn more.

The Component Grade breakdown for Finvolution Group (NYSE:FINV) is: Value: B, Growth: C, Momentum: A, Sentiment: B, Safety: A, Financials: B, and AI: A.

Finvolution Group (NYSE:FINV) has a Due Diligence Score of 27, which is -7 points lower than the financial sector average of 34. Although this number is below the industry average, our proven quant model rates FINV as a "A".It passed 10 out of 38 due diligence checks and has average fundamentals. Finvolution Group has seen its stock return 88.45% over the past year, overperforming other financial stocks by 71 percentage points.

Finvolution Group has an average 1 year price target of $11.55, an upside of 28.76% from Finvolution Group's current stock price of $8.97.

Finvolution Group stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Finvolution Group, 100% have issued a Strong Buy rating, 0% have issued a Buy, 0% have issued a Hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

2. Federated Hermes (NYSE:FHI)

Federated Hermes (NYSE:FHI) is the #2 top financial stock out of 725 with a Zen Rating of A. Stocks with a rating of A have had an average return of +32.52% per year. Learn more.

The Component Grade breakdown for Federated Hermes (NYSE:FHI) is: Value: C, Growth: B, Momentum: C, Sentiment: B, Safety: C, Financials: A, and AI: B.

Federated Hermes (NYSE:FHI) has a Due Diligence Score of 48, which is 14 points higher than the financial sector average of 34. It passed 18 out of 38 due diligence checks and has strong fundamentals. Federated Hermes has seen its stock return 34.32% over the past year, overperforming other financial stocks by 17 percentage points.

Federated Hermes has an average 1 year price target of $41.60, a downside of -2.39% from Federated Hermes's current stock price of $42.62.

Federated Hermes stock has a consensus Hold recommendation according to Wall Street analysts. Of the 5 analysts covering Federated Hermes, 0% have issued a Strong Buy rating, 20% have issued a Buy, 60% have issued a Hold, while 0% have issued a Sell rating, and 20% have issued a Strong Sell.

3. Bitcoin Depot (NASDAQ:BTM)

Bitcoin Depot (NASDAQ:BTM) is the #3 top financial stock out of 725 with a Zen Rating of A. Stocks with a rating of A have had an average return of +32.52% per year. Learn more.

The Component Grade breakdown for Bitcoin Depot (NASDAQ:BTM) is: Value: C, Growth: A, Momentum: A, Sentiment: B, Safety: D, Financials: A, and AI: C.

Bitcoin Depot (NASDAQ:BTM) has a Due Diligence Score of 13, which is -21 points lower than the financial sector average of 34. Although this number is below the industry average, our proven quant model rates BTM as a "A".It passed 4 out of 33 due diligence checks and has weak fundamentals. Bitcoin Depot has seen its stock return 250.27% over the past year, overperforming other financial stocks by 233 percentage points.

Bitcoin Depot has an average 1 year price target of $4.75, a downside of -26.7% from Bitcoin Depot's current stock price of $6.48.

Bitcoin Depot stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Bitcoin Depot, 50% have issued a Strong Buy rating, 50% have issued a Buy, 0% have issued a Hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

What are the financial stocks with highest dividends?

Out of 491 financial stocks that have issued dividends in the past year, the 3 financial stocks with the highest dividend yields are:

1. First Foundation (NYSE:FFWM)

First Foundation (NYSE:FFWM) has an annual dividend yield of N/A, which is N/A percentage points lower than the financial sector average of 3.41%. First Foundation's dividend payout is not stable, having dropped more than 10% two times in the last 10 years. First Foundation's dividend has not shown consistent growth over the last 10 years.

First Foundation's dividend payout ratio of 0% indicates that its dividend yield might not be sustainable for the long-term.

2. Phenixfin (NASDAQ:PFX)

Phenixfin (NASDAQ:PFX) has an annual dividend yield of N/A, which is N/A percentage points lower than the financial sector average of 3.41%. Phenixfin's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Phenixfin's dividend has not shown consistent growth over the last 10 years.

Phenixfin's dividend payout ratio of 53.8% indicates that its dividend yield is sustainable for the long-term.

3. Ubs Group Ag (NYSE:UBS)

Ubs Group Ag (NYSE:UBS) has an annual dividend yield of N/A, which is N/A percentage points lower than the financial sector average of 3.41%. Ubs Group Ag's dividend payout is not stable, having dropped more than 10% two times in the last 10 years. Ubs Group Ag's dividend has not shown consistent growth over the last 10 years.

Ubs Group Ag's dividend payout ratio of 19.8% indicates that its dividend yield is sustainable for the long-term.

Why are financial stocks up?

Financial stocks were up 0.68% in the last day, and down -1.03% over the last week. Circle Internet Group was the among the top gainers in the financial services sector, gaining 13.1% yesterday.

Circle Internet Group shares are trading higher. The stock may be experiencing continued IPO launch strength.

What are the most undervalued financial stocks?

Based on the Valuation rating, one of the 7 components of a stocks overall Zen Ratings grade, which evaluates factors including estimated earnings yield, earnings before interest and taxes/enterprise value, cash flow yield, free cash flow to price, and price-to-earnings growth (PEG ratio), the 3 most undervalued financial stocks right now are:

1. Brighthouse Financial (NASDAQ:BHF)

Brighthouse Financial (NASDAQ:BHF) is the most undervalued financial stock based on its Valuation Rating of A. Valuation is one of 7 Component Grades used to calculate the overall Zen Rating.

Brighthouse Financial has a valuation score of 71, which is 33 points higher than the financial sector average of 38. It passed 5 out of 7 valuation due diligence checks.

Brighthouse Financial's stock has gained 39.94% in the past year. It has overperformed other stocks in the financial sector by 23 percentage points.

2. Newtekone (NASDAQ:NEWT)

Newtekone (NASDAQ:NEWT) is the second most undervalued financial stock based on its Valuation Rating of A. Valuation is one of 7 Component Grades used to calculate the overall Zen Rating.

Newtekone has a valuation score of 71, which is 33 points higher than the financial sector average of 38. It passed 5 out of 7 valuation due diligence checks.

Newtekone's stock has dropped -19.07% in the past year. It has underperformed other stocks in the financial sector by -37 percentage points.

3. Meridian (NASDAQ:MRBK)

Meridian (NASDAQ:MRBK) is the third most undervalued financial stock based on its Valuation Rating of A. Valuation is one of 7 Component Grades used to calculate the overall Zen Rating.

Meridian has a valuation score of 43, which is 5 points higher than the financial sector average of 38. It passed 3 out of 7 valuation due diligence checks.

Meridian's stock has gained 18.82% in the past year. It has overperformed other stocks in the financial sector by 1 percentage points.

Are financial stocks a good buy now?

38.72% of financial stocks rated by analysts are a buy right now. On average, analysts expect financial stocks to rise by 13.4% over the next year.

3.2% of financial stocks have a Zen Rating of A (Strong Buy), 8.16% of financial stocks are rated B (Buy), 66.72% are rated C (Hold), 18.4% are rated D (Sell), and 3.52% are rated F (Strong Sell).

What is the average p/e ratio of the financial services sector?

The average P/E ratio of the financial services sector is 29.77x.

WallStreetZen does not provide financial advice and does not issue recommendations or offers to buy stock or sell any security.

Information is provided 'as-is' and solely for informational purposes and is not advice. WallStreetZen does not bear any responsibility for any losses or damage that may occur as a result of reliance on this data.

Sectors & IndustriesFinancial Services
Best Financial Stocks to Buy Now (2025)
Top financial stocks in 2025 ranked by overall Due Diligence Score. See the best financial stocks to buy now, according to analyst forecasts for the financial services sector.

Financial Industries

Financial Stocks FAQ

1. Finvolution Group (NYSE:FINV)

2. Federated Hermes (NYSE:FHI)

3. Bitcoin Depot (NASDAQ:BTM)

1. First Foundation (NYSE:FFWM)

2. Phenixfin (NASDAQ:PFX)

3. Ubs Group Ag (NYSE:UBS)

1. Brighthouse Financial (NASDAQ:BHF)

2. Newtekone (NASDAQ:NEWT)

3. Meridian (NASDAQ:MRBK)

Company

Stock Tools

Stock Ideas

Sectors & IndustriesFinancial ServicesBest Financial Stocks to Buy Now (2025)Top financial stocks in 2025 ranked by overall Due Diligence Score. See the best financial stocks to buy now, according to analyst forecasts for the financial services sector.

Financial Industries

Financial Stocks FAQ

1. Finvolution Group (NYSE:FINV)

2. Federated Hermes (NYSE:FHI)

3. Bitcoin Depot (NASDAQ:BTM)

1. First Foundation (NYSE:FFWM)

2. Phenixfin (NASDAQ:PFX)

3. Ubs Group Ag (NYSE:UBS)

1. Brighthouse Financial (NASDAQ:BHF)

2. Newtekone (NASDAQ:NEWT)

3. Meridian (NASDAQ:MRBK)

Company

Stock Tools

Stock Ideas

Sectors & IndustriesFinancial Services
Best Financial Stocks to Buy Now (2025)
Top financial stocks in 2025 ranked by overall Due Diligence Score. See the best financial stocks to buy now, according to analyst forecasts for the financial services sector.