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
Ticker
Company
Market Cap
Dividend Yield
Payout Ratio
Last Dividend
Annual Dividend
Dividend Percentile
Dividend Dropped Count (L10Y)
Ex-dividend Date
Div. Payment Date
SNFCA
SECURITY NATIONAL FINANCIAL CORP
$235.54MN/A0.00%$0.1638N/AN/A1
OXSQ
OXFORD SQUARE CAPITAL CORP
$160.59M12.44%4,200.00%$0.0350$0.2898%42025-07-172025-06-30
DEFT
DEFI TECHNOLOGIES INC
$924.79MN/AN/AN/AN/AN/AN/A
ARES
ARES MANAGEMENT CORP
$54.55B1.78%228.70%$1.1200$2.9839%52025-06-30
GBDC
GOLUB CAPITAL BDC INC
$3.85B12.11%128.90%$0.3900$1.7597%102025-06-27
SPGI
S&P GLOBAL INC
$154.53B0.74%28.90%$0.9600$3.7415%0
WTM
WHITE MOUNTAINS INSURANCE GROUP LTD
$4.54B0.06%9.30%$1.0000$1.000%0
BOW
BOWHEAD SPECIALTY HOLDINGS INC
$1.20BN/A0.00%N/AN/AN/AN/A
SFST
SOUTHERN FIRST BANCSHARES INC
$291.87MN/A0.00%N/AN/AN/AN/A
CWBC
COMMUNITY WEST BANCSHARES
$346.73M1.98%69.60%$0.1200$0.3643%0
NOAH
NOAH HOLDINGS LTD
$831.85M8.66%N/A$1.0749$1.0794%0
V
VISA INC
$665.76B0.64%22.30%$0.5900$2.2912%0
IVZ
INVESCO LTD
$6.64B5.60%66.00%$0.2100$0.8386%1
OCSL
OAKTREE SPECIALTY LENDING CORP
$1.21B11.48%1,514.30%$0.4700$1.5797%52025-06-30
GSHD
GOOSEHEAD INSURANCE INC
$3.81BN/A472.80%$1.6300N/AN/A0
GHLD
GUILD HOLDINGS CO
$976.70M3.18%138.90%$0.5000$0.5065%1
HSBC
HSBC HOLDINGS PLC
$213.93B5.54%65.50%$0.5000$3.3085%102025-06-20
PEBK
PEOPLES BANCORP OF NORTH CAROLINA INC
$153.52M3.34%29.40%$0.2000$0.9467%5
SRCE
1ST SOURCE CORP
$1.46B1.85%25.00%$0.3800$1.1041%0
PLBC
PLUMAS BANCORP
$251.87M1.98%22.80%$0.3000$0.8443%1
RVSB
RIVERVIEW BANCORP INC
$113.48M1.48%34.80%$0.0200$0.0833%1
AMAL
AMALGAMATED FINANCIAL CORP
$920.44M1.33%14.70%$0.1400$0.4029%0
RDN
RADIAN GROUP INC
$4.64B2.91%25.30%$0.2550$1.0161%12025-06-17
AXP
AMERICAN EXPRESS CO
$206.13B0.75%14.60%$0.8200$2.2216%0
MS
MORGAN STANLEY
$210.01B2.83%32.20%$0.9250$3.7159%0
NMR
NOMURA HOLDINGS INC
$18.39BN/A0.00%$0.0460N/AN/A3
SLM
SLM CORP
$6.71B1.57%16.80%$0.1300$0.5035%0
VEL
VELOCITY FINANCIAL INC
$692.61MN/A0.00%N/AN/AN/AN/A
AIG
AMERICAN INTERNATIONAL GROUP INC
$49.24B1.40%-57.10%$0.4000$1.2031%02025-06-27
PNBK
PATRIOT NATIONAL BANCORP INC
$75.88MN/A0.00%$0.0100N/AN/A0
FUTU
FUTU HOLDINGS LTD
$17.19B1.62%32.90%$2.0000$2.0036%0
MSBI
MIDLAND STATES BANCORP INC
$350.98M5.67%61.20%$0.3100$0.9386%0
AB
ALLIANCEBERNSTEIN HOLDING LP
$4.41B8.37%87.60%$0.8000$3.3393%11
ONB
OLD NATIONAL BANCORP
$6.60B2.71%32.20%$0.1400$0.5657%0
TBBK
BANCORP INC
$2.34BN/A0.00%N/AN/AN/AN/A
BBUC
BROOKFIELD BUSINESS CORP
$2.05B0.22%N/A$0.0625$0.062%02025-06-30
CNA
CNA FINANCIAL CORP
$12.30B8.36%114.90%$0.4600$3.8093%10
PBFS
PIONEER BANCORP INC
$298.09MN/A0.00%N/AN/AN/AN/A
FBNC
FIRST BANCORP
$1.67B1.64%41.50%$0.2200$0.6636%02025-06-302025-07-25
CHMG
CHEMUNG FINANCIAL CORP
$226.39M1.33%26.40%$0.3200$0.6329%02025-06-172025-07-01
JHG
JANUS HENDERSON GROUP PLC
$5.82B3.19%61.90%$0.4000$1.1865%0
NKSH
NATIONAL BANKSHARES INC
$165.89M5.79%109.40%$0.7300$1.5187%1
MFH
MERCURITY FINTECH HOLDING INC
$247.10MN/AN/AN/AN/AN/AN/A
FDS
FACTSET RESEARCH SYSTEMS INC
$15.99B0.74%29.20%$1.0400$3.1215%02025-06-18
FFIC
FLUSHING FINANCIAL CORP
$388.44M7.65%-60.30%$0.2200$0.8892%02025-06-20
BLX
FOREIGN TRADE BANK OF LATIN AMERICA INC
$1.57B3.80%37.90%$0.6250$1.6373%1
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$267.95M13.51%141.30%$0.3000$0.9098%42025-06-30
HWBK
HAWTHORN BANCSHARES INC
$195.34M2.74%27.60%$0.2000$0.7757%02025-07-01
CAC
CAMDEN NATIONAL CORP
$652.25M3.27%53.30%$0.4200$1.2666%0
TRIN
TRINITY CAPITAL INC
$929.68M10.64%88.70%$0.5100$1.5396%1
FSBC
FIVE STAR BANCORP
$573.12M2.24%35.10%$0.2000$0.6048%0
MRX
MAREX GROUP PLC
$2.83B0.74%N/A$0.1500$0.2915%0
WTBA
WEST BANCORPORATION INC
$320.02M3.97%64.50%$0.2500$0.7575%0
HAFC
HANMI FINANCIAL CORP
$687.02M3.39%48.40%$0.2700$0.7768%2
RGA
REINSURANCE GROUP OF AMERICA INC
$13.09B1.80%29.30%$0.8900$3.5639%0
MPB
MID PENN BANCORP INC
$513.57M3.02%34.70%$0.2000$0.8062%6
INTR
INTER & CO INC
$3.30BN/A19.50%N/AN/AN/AN/A
EQH
EQUITABLE HOLDINGS INC
$16.11B1.87%26.20%$0.2700$0.9941%0
FNLC
FIRST BANCORP INC
$265.38M4.56%56.50%$0.3600$1.0880%1
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$198.33M5.41%83.20%$0.2000$0.8085%02025-06-20
AMRK
A-MARK PRECIOUS METALS INC
$531.40M2.78%48.50%$0.2000$0.6058%2
SII
SPROTT INC
$1.67B0.93%56.40%$0.3000$0.6020%1
HTH
HILLTOP HOLDINGS INC
$1.89B1.76%35.00%$0.1800$0.5239%0
BRBS
BLUE RIDGE BANKSHARES INC
$303.62MN/A0.00%$0.1225N/AN/A0
MNSB
MAINSTREET BANCSHARES INC
$140.21M1.65%-23.30%$0.1000$0.3037%0
FSK
FS KKR CAPITAL CORP
$5.87B10.01%150.00%$0.7000$2.1095%92025-06-182025-07-02
LNKB
LINKBANCORP INC
$259.08M2.24%33.00%$0.0750$0.1648%0
CG
CARLYLE GROUP INC
$16.99B2.23%46.20%$0.3500$1.0548%12
AHL
ASPEN INSURANCE HOLDINGS LTD
$2.94BN/A0.00%N/AN/AN/AN/A
ASIC
ATEGRITY SPECIALTY HOLDINGS LLC
N/AN/AN/AN/AN/AN/AN/A
ECBK
ECB BANCORP INC
$135.87MN/A0.00%N/AN/AN/AN/A
TSLX
SIXTH STREET SPECIALTY LENDING INC
$2.11B6.94%110.10%$0.4600$1.5690%292025-06-20
ALTI
ALTI GLOBAL INC
$598.78MN/A0.00%N/AN/AN/AN/A
OFS
OFS CAPITAL CORP
$120.18M11.37%60.40%$0.3400$1.0297%12025-06-202025-06-30
FMAO
FARMERS & MERCHANTS BANCORP INC
$321.69M3.76%43.50%$0.2213$0.8872%0
UVSP
UNIVEST FINANCIAL CORP
$833.19M2.95%31.30%$0.2200$0.8561%0
DCOM
DIME COMMUNITY BANCSHARES INC
$1.15B2.87%169.50%$0.2500$0.7560%0
USCB
USCB FINANCIAL HOLDINGS INC
$317.57M0.63%17.90%$0.1000$0.1012%0
PJT
PJT PARTNERS INC
$3.75B0.49%16.30%$0.2500$0.758%12025-06-18
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$294.99M15.05%-140.40%$0.1100$1.1099%62025-07-162025-07-15
GSBD
GOLDMAN SACHS BDC INC
$1.33B16.52%406.70%$0.0500$1.8899%42025-06-302025-07-28
TROW
PRICE T ROWE GROUP INC
$20.54B5.39%56.50%$1.2700$5.0285%12025-06-27
STC
STEWART INFORMATION SERVICES CORP
$1.71B2.45%74.50%$0.5000$1.5052%02025-06-30
PTMN
PORTMAN RIDGE FINANCE CORP
$106.02M20.75%-231.00%$0.4700$2.39100%6
KB
KB FINANCIAL GROUP INC
$29.97BN/A12.70%$0.6556N/AN/A1
FSUN
FIRSTSUN CAPITAL BANCORP
$922.40MN/A0.00%N/AN/AN/AN/A
FULT
FULTON FINANCIAL CORP
$3.12B3.03%40.70%$0.1800$0.5262%8
SMBK
SMARTFINANCIAL INC
$532.65M1.02%14.00%$0.0800$0.3222%0
CGBD
CARLYLE SECURED LENDING INC
$1.01B10.07%134.30%$0.4500$1.3995%32025-06-302025-07-17
AIFU
AIFU INC
$192.63MN/A0.00%$0.1500N/AN/A2
ERIE
ERIE INDEMNITY CO
$16.53B1.09%40.10%$1.3650$3.9223%12025-07-082025-07-22
CFFN
CAPITOL FEDERAL FINANCIAL INC
$778.21M4.35%85.00%$0.0850$0.2678%15
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$88.42B2.59%N/A$0.4380$1.4255%12025-06-30
BBDC
BARINGS BDC INC
$948.38M9.21%117.20%$0.3100$0.8394%32025-09-032025-09-10
VOYA
VOYA FINANCIAL INC
$6.55B2.65%32.20%$0.4500$1.8056%22025-06-26
CB
CHUBB LTD
$114.78B0.95%17.40%$0.9100$2.7320%02025-07-03
LAZ
LAZARD INC
$4.98B2.26%63.30%$0.5000$1.0049%4
MRBK
MERIDIAN CORP
$138.92M3.05%34.70%$0.1250$0.3863%3
ATLO
AMES NATIONAL CORP
$156.02M3.83%52.80%$0.2000$0.6773%2
AMTB
AMERANT BANCORP INC
$708.58M2.13%-76.60%$0.0900$0.3646%0

Financial Industries

IndustryStocks1d %1w %1m %1y %DD ScoreP/E ratioP/B RatioROEROAROCEUpside/DownsideConsensus
102+0.90%-1.10%-2.44%+1.09%127.55x2.77x+15.93%+4.16%+0.51%+7.42%Hold
16+1.15%-0.42%+1.16%+30.24%13.48x1.32x+11.80%+0.88%N/A+21.66%Buy
331-0.11%-2.25%-4.70%+20.08%12.05x1.16x+11.87%+1.29%+0.00%+21.59%Buy
72+2.22%+0.23%-0.32%+30.55%20.85x2.37x+14.10%+2.01%+0.82%+8.40%Buy
57+2.36%-0.44%+0.27%+28.12%31.33x5.87x+84.01%+18.05%+33.57%+7.89%Buy
3+2.71%-0.98%-4.32%-19.82%10.92x1.78x+8.14%-0.46%-0.28%+38.10%Buy
11+1.21%-0.99%-3.78%+14.14%35.88x5.26x+9.23%+6.67%+14.95%+11.27%Buy
18-0.13%-1.39%-4.98%+11.05%-14.03x5.56x+23.12%+5.75%+13.42%+13.46%Buy
14+0.32%-0.96%-2.91%+17.93%11.25x1.62x+13.49%+6.24%+0.04%+17.83%Buy
17+1.21%-0.73%-3.80%+18.06%15.67x1.47x+12.49%+1.34%+0.00%+16.88%Buy
40+0.06%-0.68%-1.00%+19.02%17.14x2.31x+19.49%+4.63%+0.00%+6.32%Buy
9+1.06%-0.40%-2.23%+1.28%13.57x1.09x+8.49%+1.50%N/A+17.18%Buy
20+0.72%+1.72%-4.14%+19.96%26.26x1.70x+10.95%+3.78%+1.14%+13.57%Buy
15+0.21%+3.17%+0.72%+9.46%229.95x0.40x+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.