Here’s a list of the top financial stocks for growth that pay dividends. Use the filters and sorting options to get the list of the top dividend stocks in this sector.
Dividend Stocks
| Logo | Symbol | Stock Type | Company | Sector | Industry | Price | Div Yield | 5Y Avg Yield | Current Div | Payouts/Year | Annualized | Previous Div | Ex-Date | Pay-Date | Low | High | Chowder Number | DGR 1Y | DGR 3Y | DGR 5Y | DGR 10Y | TTR 1Y | TTR 3Y | FV (Peter Lynch) | FV (Peter Lynch) % | EPS 1Y | Revenue 1Y | NPM | CF/Share | ROE | Current R | Debt/Capital | ROTC | P/E | P/BV | PEG |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBVA | BBVA | Challenger | Banco Bilbao Vizcaya Argentaria | Financial Services | Banks – Diversified | $29.14 | 4.86% | 6.75% | $0.708 | 2 | $1.416 | $0.369 | Apr 9, 2026 | Apr 27, 2026 | $17.77 | $29.32 | 77.1 | 37.7% | 33.8% | 72.3% | 10.1% | 75.0% | 65.6% | $11.00 | 165.0% | 0.0% | 4.1% | 27.5% | $6.19 | 18.9% | — | 64.0% | 7.4% | 13.3x | 2.5x | 2.43 |
SAN | SAN | Challenger | Banco Santander, S.A. Sponsored | Financial Services | Banks – Diversified | $14.75 | 1.00% | 3.34% | $0.147 | 1 | $0.147 | $0.124 | May 4, 2026 | May 8, 2026 | $9.31 | $15.00 | 35.8 | -37.7% | 7.3% | 34.8% | -4.4% | 58.2% | 61.8% | $5.15 | 186.0% | 0.0% | 0.3% | 26.1% | $-2.53 | 13.1% | — | 76.0% | 3.8% | 14.3x | 1.7x | 3.90 |
VCTR | VCTR | Challenger | Victory Capital Holdings, Inc. | Financial Services | Asset Management | $119.96 | 1.67% | 3.16% | $0.500 | 4 | $2.000 | $0.490 | Sep 10, 2026 | Sep 25, 2026 | $57.03 | $123.55 | 43.8 | 8.8% | 20.0% | 42.1% | — | 75.8% | 57.2% | $27.50 | 336.0% | 0.0% | 46.2% | 29.6% | $9.22 | 19.1% | 2.1 | 30.0% | 13.6% | 21.8x | 3.2x | 3.08 |
BK | BK | Contender | The Bank of New York Mellon Cor | Financial Services | Banks – Diversified | $143.63 | 1.48% | 2.65% | $0.530 | 4 | $2.120 | $0.530 | Apr 27, 2026 | May 8, 2026 | $87.41 | $141.65 | 12.8 | 12.8% | 12.7% | 11.3% | 12.0% | 62.1% | 53.9% | $40.30 | 240.0% | — | 7.9% | 27.6% | $4.82 | 13.5% | — | 45.0% | 7.9% | 17.0x | 2.4x | 1.48 |
GS | GS | Contender | Goldman Sachs Group, Inc. (The) | Financial Services | Capital Markets | $1,025.13 | 1.76% | 2.33% | $4.500 | 4 | $18.000 | $4.500 | Sep 1, 2026 | Sep 29, 2026 | $721.16 | $1,153.99 | 19.5 | 0.0% | 8.2% | 17.7% | 17.5% | 41.3% | 49.9% | $323.65 | 217.0% | 0.0% | — | 31.0% | $-135.17 | 16.9% | 1.6 | 77.0% | — | 15.8x | 2.8x | 1.48 |
STT | STT | Contender | State Street Corporation | Financial Services | Asset Management | $193.33 | 1.74% | 3.11% | $0.840 | 4 | $3.360 | $0.840 | Oct 1, 2026 | Oct 13, 2026 | $104.64 | $195.93 | 11.8 | 10.5% | 10.1% | 10.1% | 9.5% | 75.5% | 46.5% | $56.65 | 241.0% | 0.0% | 7.3% | 21.4% | $12.65 | 12.4% | — | 51.0% | 6.5% | 17.1x | 2.2x | 0.82 |
FUNC | FUNC | Challenger | First | Financial Services | Banks – Regional | $43.47 | 2.39% | 3.39% | $0.260 | 4 | $1.040 | $0.260 | Jul 20, 2026 | Aug 3, 2026 | $33.54 | $46.30 | 15.6 | 18.2% | 12.5% | 13.2% | — | 22.3% | 44.4% | $19.30 | 125.0% | 0.0% | 11.1% | 26.8% | $4.67 | 12.4% | — | 13.0% | 9.3% | 11.3x | 1.3x | 0.33 |
NRIM | NRIM | Contender | Northrim BanCorp Inc | Financial Services | Banks – Regional | $25.65 | 2.50% | 3.73% | $0.160 | 4 | $0.640 | $0.160 | Sep 10, 2026 | Sep 18, 2026 | $19.60 | $30.82 | 14.7 | 1.6% | 5.2% | 12.2% | 12.9% | 14.8% | 41.3% | $15.20 | 69.0% | 0.0% | 35.8% | 39.8% | $8.74 | 21.5% | — | 21.0% | 16.8% | 8.4x | 1.6x | 1.70 |
FISI | FISI | Challenger | Financial Institutions, Inc. | Financial Services | Banks – Regional | $40.99 | 3.12% | 5.01% | $0.320 | 4 | $1.280 | $0.320 | Sep 15, 2026 | Oct 2, 2026 | $25.61 | $42.97 | 6.6 | 3.3% | 2.2% | 3.5% | 4.6% | 58.9% | 41.2% | $20.10 | 104.0% | 0.0% | 12.9% | 31.8% | $3.09 | 13.3% | — | 15.0% | 10.6% | 10.2x | 1.3x | 1.41 |
MS | MS | Contender | Morgan Stanley | Financial Services | Capital Markets | $213.34 | 2.16% | 3.23% | $1.150 | 4 | $4.600 | $1.000 | Jul 31, 2026 | Aug 14, 2026 | $145.66 | $232.25 | 21.0 | 9.9% | 9.3% | 18.9% | 20.4% | 47.8% | 40.9% | $61.85 | 245.0% | 0.0% | 14.4% | 25.1% | $-9.92 | 18.0% | 2.0 | 79.0% | 4.2% | 17.3x | 3.2x | 2.04 |
BOTJ | BOTJ | Challenger | Bank of the James Financial Gro | Financial Services | Banks – Regional | $27.04 | 1.48% | 2.62% | $0.100 | 4 | $0.400 | $0.100 | Aug 21, 2026 | Sep 4, 2026 | $14.29 | $29.79 | 15.9 | 25.0% | 8.6% | 14.5% | 8.6% | 81.8% | 40.7% | $12.65 | 114.0% | 0.0% | — | 22.4% | $2.78 | 14.8% | — | — | — | 10.7x | 1.5x | — |
JPM | JPM | Contender | JP Morgan Chase & Co. | Financial Services | Banks – Diversified | $362.84 | 1.65% | 2.51% | $1.500 | 4 | $6.000 | $1.500 | Jul 6, 2026 | Jul 31, 2026 | $279.10 | $366.50 | 12.4 | 13.2% | 14.5% | 10.8% | 12.8% | 29.4% | 38.4% | $116.65 | 211.0% | 0.0% | — | 34.9% | $-61.14 | 17.8% | — | 57.0% | — | 15.6x | 2.7x | 1.77 |
HWBK | HWBK | Contender | Hawthorn Bancshares, Inc. | Financial Services | Banks – Regional | $39.14 | 2.15% | 2.79% | $0.210 | 4 | $0.840 | $0.210 | Sep 15, 2026 | Oct 1, 2026 | $29.39 | $40.60 | 13.0 | 6.5% | 7.5% | 10.8% | 16.5% | 22.5% | 38.3% | $18.35 | 113.0% | 0.0% | -3.1% | 0.0% | $4.87 | 15.0% | — | 31.0% | 0.0% | 10.7x | 1.5x | — |
MFC | MFC | Contender | Manulife Financial Corporation | Financial Services | Insurance – Life | $42.66 | 1.65% | 4.49% | $0.352 | 2 | $0.704 | $0.352 | Aug 21, 2026 | Sep 21, 2026 | $30.20 | $45.33 | 5.1 | 16.4% | 0.1% | 3.5% | 6.8% | 46.1% | 38.0% | $13.30 | 221.0% | 0.0% | 14.4% | 20.3% | $18.62 | 13.3% | 29.5 | 23.0% | 11.0% | 16.0x | 1.9x | 0.78 |
ALL | ALL | Contender | Allstate Corporation (The) | Financial Services | Insurance – Property & Casualty | $260.58 | 1.66% | 2.24% | $1.080 | 4 | $4.320 | $1.080 | Aug 31, 2026 | Oct 1, 2026 | $188.08 | $277.22 | 2.9 | -19.4% | -3.5% | 1.2% | 9.4% | 31.6% | 37.3% | $249.65 | 4.0% | 0.0% | 5.6% | 18.8% | $49.31 | 46.1% | 0.4 | 19.0% | 36.3% | 5.2x | 2.1x | 3.09 |
EWBC | EWBC | Challenger | East West Bancorp, Inc. | Financial Services | Banks – Regional | $128.42 | 2.49% | 2.63% | $0.800 | 4 | $3.200 | $0.800 | Aug 3, 2026 | Aug 17, 2026 | $92.67 | $137.47 | 21.3 | 27.7% | 17.7% | 18.9% | 14.1% | 28.2% | 37.0% | $52.05 | 147.0% | 0.0% | 12.4% | 47.2% | $14.42 | 16.6% | — | 25.0% | 12.1% | 12.3x | 1.9x | 5.58 |
UNTY | UNTY | Contender | Unity Bancorp, Inc. | Financial Services | Banks – Regional | $58.68 | 1.09% | 1.42% | $0.160 | 4 | $0.640 | $0.160 | Sep 3, 2026 | Sep 17, 2026 | $44.34 | $62.50 | 14.5 | 14.8% | 10.5% | 13.4% | 15.6% | 14.6% | 36.9% | $28.75 | 104.0% | 0.0% | 23.1% | 43.3% | $2.75 | 17.0% | — | 47.0% | 9.4% | 10.2x | 1.6x | 0.99 |
CNO | CNO | Contender | CNO Financial Group, Inc. | Financial Services | Insurance – Life | $55.37 | 1.30% | 2.00% | $0.180 | 4 | $0.720 | $0.170 | Sep 10, 2026 | Sep 24, 2026 | $38.22 | $57.59 | 8.4 | 6.2% | 6.6% | 7.1% | 9.1% | 44.4% | 36.4% | $14.50 | 282.0% | 0.0% | 0.9% | 6.0% | $7.55 | 10.9% | 2.3 | 64.0% | 4.1% | 19.1x | 2.0x | 1.29 |
AROW | AROW | Champion | Arrow Financial Corporation | Financial Services | Banks – Regional | $38.16 | 3.14% | 4.10% | $0.300 | 4 | $1.200 | $0.300 | Aug 11, 2026 | Aug 25, 2026 | $25.88 | $42.70 | 6.5 | 5.3% | 3.5% | 3.3% | 3.0% | 36.9% | 36.0% | $15.50 | 146.0% | 0.0% | 15.5% | 29.3% | $2.81 | 12.0% | — | 43.0% | 9.5% | 12.3x | 1.4x | 2.84 |
ISTR | ISTR | Contender | Investar Holding Corporation | Financial Services | Banks – Regional | $30.29 | 1.19% | 2.07% | $0.120 | 3 | $0.360 | $0.110 | Jun 30, 2026 | Jul 31, 2026 | $21.43 | $31.77 | 11.1 | 5.9% | 5.3% | 10.0% | 28.7% | 33.4% | 35.9% | $60.50 | -50.0% | 0.0% | 10.0% | 26.3% | $1.96 | 9.9% | — | 31.0% | 6.7% | 12.5x | 1.1x | 2.89 |
RY | RY | Contender | Royal Bank Of Canada | Financial Services | Banks – Diversified | $204.24 | 1.83% | 3.39% | $1.249 | 3 | $3.747 | $1.200 | Oct 26, 2026 | Nov 24, 2026 | $143.13 | $218.57 | -4.4 | -42.5% | -14.5% | -6.3% | 0.1% | 44.0% | 35.9% | $57.20 | 257.0% | 0.0% | 16.2% | 31.2% | $-60.39 | 16.2% | — | 74.0% | 4.6% | 17.9x | 2.9x | 2.35 |
CTBI | CTBI | Champion | Community Trust Bancorp, Inc. | Financial Services | Banks – Regional | $76.66 | 2.77% | 3.89% | $0.530 | 4 | $2.120 | $0.530 | Sep 15, 2026 | Oct 1, 2026 | $50.25 | $79.92 | 9.4 | 12.8% | 6.4% | 6.6% | 5.5% | 39.6% | 35.6% | $29.85 | 157.0% | 0.0% | 13.7% | 36.0% | $7.49 | 12.7% | — | 8.0% | 11.5% | 12.8x | 1.6x | 1.03 |
THFF | THFF | Champion | First Financial Corporation | Financial Services | Banks – Regional | $79.24 | 2.83% | 3.63% | $0.560 | 4 | $2.240 | $0.560 | Jul 1, 2026 | Jul 15, 2026 | $51.21 | $84.17 | 18.4 | 10.6% | 19.6% | 15.6% | 8.3% | 42.9% | 35.3% | $35.70 | 122.0% | 0.0% | 22.8% | 29.5% | $8.18 | 13.4% | — | 30.0% | 9.3% | 11.1x | 1.4x | 9.51 |
FBIZ | FBIZ | Contender | First Business Financial Servic | Financial Services | Banks – Regional | $70.85 | 1.92% | 2.46% | $0.340 | 4 | $1.360 | $0.340 | Aug 12, 2026 | Aug 26, 2026 | $46.07 | $73.48 | 15.1 | 17.0% | 14.1% | 13.2% | 10.8% | 41.0% | 35.0% | $32.80 | 116.0% | 0.0% | 9.7% | 30.8% | $9.73 | 15.0% | — | 48.0% | 8.2% | 10.8x | 1.6x | 1.24 |
TRV | TRV | Contender | The Travelers Companies, Inc. | Financial Services | Insurance – Property & Casualty | $369.90 | 1.35% | 1.79% | $1.250 | 4 | $5.000 | $1.100 | Sep 10, 2026 | Sep 30, 2026 | $252.26 | $398.70 | 7.2 | 7.1% | 6.3% | 5.8% | 6.2% | 40.1% | 34.8% | $186.05 | 99.0% | 0.0% | 4.7% | 17.4% | $52.86 | 26.5% | 0.3 | 21.0% | 18.4% | 9.9x | 2.3x | 2.36 |
UMBF | UMBF | Champion | UMB Financial Corporation | Financial Services | Banks – Regional | $144.59 | 1.19% | 1.58% | $0.430 | 4 | $1.720 | $0.430 | Sep 10, 2026 | Oct 1, 2026 | $103.38 | $153.32 | 7.1 | 6.3% | 3.8% | 5.9% | 5.7% | 21.7% | 34.5% | $60.15 | 140.0% | 0.0% | 62.3% | 31.2% | $14.34 | 12.3% | — | 3.0% | 11.9% | 12.0x | 1.5x | 2.54 |
BAC | BAC | Contender | Bank of America Corporation | Financial Services | Banks – Diversified | $64.49 | 1.74% | 2.37% | $0.280 | 4 | $1.120 | $0.280 | Sep 4, 2026 | Sep 25, 2026 | $46.12 | $65.20 | 11.0 | 7.7% | 8.4% | 9.2% | 18.8% | 42.8% | 34.2% | $21.65 | 198.0% | 0.0% | — | 29.5% | $13.55 | 11.2% | — | — | — | 14.9x | 1.6x | 1.10 |
PEBK | PEBK | Challenger | Peoples Bancorp of North Caroli | Financial Services | Banks – Regional | $43.92 | 2.39% | 3.12% | $0.210 | 5 | $1.050 | $0.210 | Sep 3, 2026 | Sep 15, 2026 | $27.33 | $45.78 | 12.2 | 5.3% | 3.6% | 9.8% | 11.7% | 45.8% | 32.9% | — | — | 0.0% | 1.5% | — | — | — | — | 10.0% | 0.0% | 12.1x | 1.5x | — |
FITB | FITB | Contender | Fifth Third Bancorp | Financial Services | Banks – Regional | $53.87 | 2.23% | 3.72% | $0.400 | 3 | $1.200 | $0.400 | Jun 30, 2026 | Jul 15, 2026 | $40.05 | $59.50 | 10.4 | 8.1% | 6.6% | 8.2% | 11.9% | 25.3% | 32.7% | $14.85 | 263.0% | 0.0% | 6.3% | 20.4% | $4.04 | 8.4% | — | 35.0% | 5.3% | 18.1x | 1.5x | 2.09 |
THG | THG | Contender | Hanover Insurance Group Inc | Financial Services | Insurance – Property & Casualty | $227.67 | 1.67% | 2.22% | $0.950 | 4 | $3.800 | $0.950 | Jun 12, 2026 | Jun 26, 2026 | $166.54 | $236.07 | 8.1 | 5.6% | 5.6% | 6.4% | 7.7% | 36.2% | 32.5% | $104.50 | 118.0% | 0.0% | 3.9% | 11.7% | $36.29 | 21.9% | 0.4 | 19.0% | 16.4% | 10.9x | 2.2x | 0.34 |
HBCP | HBCP | Contender | Home Bancorp, Inc. | Financial Services | Banks – Regional | $69.44 | 1.84% | 2.39% | $0.320 | 4 | $1.280 | $0.310 | Aug 3, 2026 | Aug 14, 2026 | $50.54 | $74.50 | 8.6 | 14.7% | 8.1% | 6.8% | 12.9% | 28.2% | 32.3% | $29.90 | 132.0% | 0.0% | 10.8% | 33.8% | $7.78 | 10.8% | — | 11.0% | 9.4% | 11.6x | 1.2x | 1.88 |
BSVN | BSVN | Challenger | Bank7 Corp. | Financial Services | Banks – Regional | $52.21 | 2.07% | 2.41% | $0.270 | 4 | $1.080 | $0.270 | Sep 18, 2026 | Oct 8, 2026 | $38.29 | $55.41 | 22.3 | 12.5% | 21.6% | 20.2% | — | 10.1% | 32.0% | $21.85 | 139.0% | 0.0% | -1.1% | 42.7% | $5.23 | 16.9% | — | — | 17.1% | 12.0x | 1.9x | 8.78 |
ACNB | ACNB | Challenger | ACNB Corporation | Financial Services | Banks – Regional | $64.75 | 5.68% | 3.27% | $0.920 | 4 | $3.680 | $0.380 | Sep 1, 2026 | Sep 15, 2026 | $42.52 | $65.94 | 16.2 | 27.3% | 14.5% | 10.5% | 7.7% | 51.4% | 32.0% | $26.45 | 145.0% | 0.0% | 39.8% | 33.9% | $5.93 | 13.3% | — | 34.0% | 8.3% | 12.2x | 1.6x | 23.09 |
CBAN | CBAN | Challenger | Colony Bankcorp, Inc. | Financial Services | Banks – Regional | $21.34 | 2.25% | 3.19% | $0.120 | 4 | $0.480 | $0.120 | Aug 5, 2026 | Aug 19, 2026 | $15.80 | $22.46 | 5.3 | 3.7% | 2.7% | 3.0% | — | 30.1% | 31.9% | $8.30 | 157.0% | 0.0% | 16.0% | 21.4% | $1.13 | 9.6% | — | 37.0% | 5.5% | 12.9x | 1.2x | 2.11 |
PNC | PNC | Contender | PNC Financial Services Group, I | Financial Services | Banks – Regional | $240.40 | 3.33% | 3.83% | $2.000 | 4 | $8.000 | $1.700 | Jul 20, 2026 | Aug 5, 2026 | $176.88 | $258.96 | 11.9 | 9.2% | 5.5% | 8.6% | 13.1% | 23.2% | 31.8% | $90.85 | 165.0% | 0.0% | 7.2% | 29.0% | $18.77 | 12.6% | — | 57.0% | 5.6% | 13.2x | 1.7x | 1.91 |
FBP | FBP | Challenger | First BanCorp. New | Financial Services | Banks – Regional | $27.97 | 2.15% | 3.39% | $0.200 | 3 | $0.600 | $0.200 | Aug 27, 2026 | Sep 11, 2026 | $19.16 | $29.88 | 20.4 | -14.3% | 3.6% | 18.2% | — | 31.7% | 31.3% | $11.85 | 136.0% | 0.0% | 6.7% | 36.2% | $3.00 | 19.5% | — | 9.0% | 17.1% | 11.8x | 2.2x | 4.15 |
IBCP | IBCP | Contender | Independent Bank Corporation | Financial Services | Banks – Regional | $36.86 | 3.04% | 3.84% | $0.280 | 4 | $1.120 | $0.280 | Aug 4, 2026 | Aug 14, 2026 | $29.83 | $39.24 | 8.8 | 7.8% | 6.5% | 5.8% | 13.1% | 19.2% | 30.1% | $17.25 | 114.0% | 0.0% | 8.3% | 38.5% | $2.40 | 14.4% | — | 24.0% | 11.8% | 10.7x | 1.4x | 1.40 |
CZWI | CZWI | Challenger | Citizens Community Bancorp, Inc | Financial Services | Banks – Regional | $21.06 | 0.50% | 2.20% | $0.105 | 1 | $0.105 | $0.105 | Aug 7, 2026 | Aug 21, 2026 | $14.61 | $24.43 | 7.0 | -12.5% | 2.8% | 6.5% | 10.1% | 31.3% | 30.1% | $6.55 | 222.0% | 0.0% | 10.2% | 20.0% | $2.32 | 6.8% | — | 21.0% | 5.3% | 16.1x | 1.7x | 0.31 |
ORRF | ORRF | Contender | Orrstown Financial Services, In | Financial Services | Banks – Regional | $41.96 | 2.86% | 3.23% | $0.300 | 4 | $1.200 | $0.300 | Aug 4, 2026 | Aug 11, 2026 | $31.87 | $43.81 | 13.1 | 14.7% | 14.0% | 10.2% | 13.2% | 27.6% | 29.9% | $22.25 | 89.0% | 0.0% | 28.8% | 42.8% | $4.46 | 14.8% | — | 31.0% | 9.9% | 9.4x | 1.3x | 4.91 |
PRK | PRK | Challenger | Park National Corporation | Financial Services | Banks – Regional | $197.65 | 2.23% | 3.34% | $1.100 | 4 | $4.400 | $1.100 | Aug 21, 2026 | Sep 10, 2026 | $149.06 | $215.00 | 7.7 | 17.8% | 6.2% | 5.5% | 4.1% | 22.4% | 29.9% | $55.95 | 253.0% | 0.0% | 7.0% | 30.5% | $11.03 | 12.6% | — | 2.0% | 12.3% | 17.7x | 2.1x | 3.47 |
EVR | EVR | Contender | Evercore Inc. | Financial Services | Capital Markets | $290.11 | 1.23% | 1.71% | $0.890 | 4 | $3.560 | $0.890 | Aug 28, 2026 | Sep 11, 2026 | $265.87 | $388.71 | 7.3 | 5.5% | 5.3% | 6.0% | 10.8% | -7.7% | 29.7% | $88.75 | 227.0% | 0.0% | 29.4% | 15.7% | $43.37 | 39.5% | 1.8 | 36.0% | 25.7% | 16.3x | 6.0x | 1.49 |
LARK | LARK | Contender | Landmark Bancorp Inc. | Financial Services | Banks – Regional | $31.65 | 2.65% | 3.65% | $0.210 | 4 | $0.840 | $0.210 | Aug 13, 2026 | Aug 27, 2026 | $23.57 | $32.44 | 7.4 | 5.0% | 4.6% | 4.7% | 3.5% | 32.2% | 29.6% | — | — | 0.0% | — | — | — | — | — | — | — | 9.7x | 1.2x | 1.51 |
TMP | TMP | Champion | Tompkins Financial Corporation | Financial Services | Banks – Regional | $97.80 | 2.86% | 3.78% | $0.700 | 4 | $2.800 | $0.670 | Aug 7, 2026 | Aug 14, 2026 | $61.88 | $102.59 | 7.3 | 8.5% | 3.9% | 4.5% | 4.3% | 48.0% | 29.6% | $61.15 | 60.0% | 0.0% | 49.7% | 38.7% | $3.96 | 20.4% | — | 36.0% | 13.4% | 8.0x | 1.5x | 1.61 |
AIZ | AIZ | Contender | Assurant, Inc. | Financial Services | Insurance – Property & Casualty | $285.65 | 1.23% | 1.57% | $0.880 | 4 | $3.520 | $0.880 | Aug 31, 2026 | Sep 28, 2026 | $205.01 | $303.94 | 6.7 | 10.3% | 7.1% | 5.4% | 5.6% | 36.1% | 29.4% | $104.40 | 174.0% | 0.0% | 7.9% | 7.9% | $37.93 | 18.3% | 0.4 | 27.0% | 13.1% | 13.7x | 2.3x | 2.16 |
ZION | ZION | Contender | Zions Bancorporation N.A. | Financial Services | Banks – Regional | $67.49 | 2.84% | 3.50% | $0.480 | 4 | $1.920 | $0.450 | Aug 13, 2026 | Aug 20, 2026 | $46.19 | $73.34 | 8.3 | 5.2% | 3.7% | 5.5% | 21.5% | 23.1% | 29.4% | $39.25 | 72.0% | 0.0% | 8.1% | 30.9% | $12.34 | 16.4% | — | 20.0% | 13.1% | 8.6x | 1.3x | 4.45 |
SBFG | SBFG | Contender | SB Financial Group, Inc. | Financial Services | Banks – Regional | $27.66 | 2.31% | 3.20% | $0.160 | 4 | $0.640 | $0.160 | Aug 14, 2026 | Aug 28, 2026 | $18.16 | $28.47 | 11.3 | 6.8% | 7.3% | 9.0% | 11.1% | 38.5% | 29.2% | $13.35 | 107.0% | 0.0% | 21.4% | 33.0% | $3.97 | 12.0% | — | 22.0% | 8.7% | 10.4x | 1.2x | 6.64 |
BFC | BFC | Contender | Bank First Corporation | Financial Services | Banks – Regional | $152.81 | 1.80% | 2.02% | $0.550 | 5 | $2.750 | $0.500 | Sep 23, 2026 | Oct 7, 2026 | $119.08 | $159.10 | 20.4 | -62.9% | 22.9% | 18.6% | 13.7% | 20.9% | 29.2% | $38.45 | 297.0% | 0.0% | 10.4% | 37.2% | $5.16 | 11.3% | — | 11.0% | 9.4% | 19.9x | 2.1x | 0.10 |
HTB | HTB | Challenger | HomeTrust Bancshares, Inc. | Financial Services | Banks – Regional | $46.57 | 1.29% | 1.40% | $0.150 | 4 | $0.600 | $0.150 | Aug 13, 2026 | Aug 27, 2026 | $38.30 | $52.50 | 13.1 | 16.7% | 11.9% | 11.8% | — | 15.4% | 29.1% | $19.05 | 144.0% | 0.0% | 5.4% | 30.0% | $5.97 | 11.0% | — | — | 10.8% | 12.2x | 1.3x | 0.99 |
MTB | MTB | Challenger | M&T Bank Corporation | Financial Services | Banks – Regional | $240.34 | 2.50% | 3.05% | $1.500 | 4 | $6.000 | $1.500 | Sep 1, 2026 | Sep 30, 2026 | $174.76 | $255.95 | 8.9 | 11.1% | 6.3% | 6.4% | 7.9% | 27.0% | 29.0% | $94.45 | 154.0% | 0.0% | 4.4% | 28.8% | $26.34 | 10.7% | — | 35.0% | 7.6% | 12.7x | 1.4x | 1.61 |
OMF | OMF | Challenger | OneMain Holdings, Inc. | Financial Services | Credit Services | $63.19 | 6.65% | 9.81% | $1.050 | 4 | $4.200 | $1.050 | Aug 10, 2026 | Aug 14, 2026 | $45.78 | $71.93 | -8.1 | 1.0% | 2.1% | -14.7% | — | 20.3% | 28.9% | $33.15 | 91.0% | 0.0% | 9.7% | 15.3% | $28.09 | 23.3% | — | 87.0% | 3.0% | 9.5x | 2.2x | 0.75 |
CBOE | CBOE | Contender | Cboe Global Markets, Inc. | Financial Services | Financial Data & Stock Exchanges | $310.45 | 0.46% | 1.09% | $0.720 | 2 | $1.440 | $0.720 | Aug 31, 2026 | Sep 15, 2026 | $227.15 | $371.18 | -3.3 | -23.8% | -11.1% | -3.7% | 4.6% | 32.8% | 28.8% | $64.85 | 379.0% | 0.0% | 17.2% | 49.2% | $18.80 | 26.3% | 1.6 | 14.0% | 20.8% | 23.9x | 5.8x | 2.67 |
SRCE | SRCE | Champion | 1st Source Corporation | Financial Services | Banks – Regional | $86.41 | 2.08% | 2.54% | $0.450 | 4 | $1.800 | $0.430 | Aug 4, 2026 | Aug 14, 2026 | $56.89 | $91.46 | 9.4 | 13.5% | 9.5% | 7.3% | 8.8% | 40.0% | 28.5% | $34.85 | 148.0% | 0.0% | 12.0% | 37.7% | $8.98 | 13.1% | — | 7.0% | 12.5% | 12.4x | 1.6x | 1.37 |
WTFC | WTFC | Contender | Wintrust Financial Corporation | Financial Services | Banks – Regional | $152.56 | 1.44% | 1.64% | $0.550 | 4 | $2.200 | $0.550 | Aug 6, 2026 | Aug 20, 2026 | $119.61 | $167.22 | 13.6 | 10.3% | 11.8% | 12.2% | 16.4% | 14.3% | 27.9% | $62.25 | 145.0% | 0.0% | 11.2% | 29.6% | $24.37 | 12.2% | — | 38.0% | 7.6% | 12.3x | 1.5x | 1.17 |
UNM | UNM | Contender | Unum Group | Financial Services | Insurance – Life | $92.38 | 2.19% | 2.96% | $0.505 | 4 | $2.020 | $0.460 | Jul 24, 2026 | Aug 14, 2026 | $68.70 | $94.55 | 12.5 | 9.6% | 11.6% | 10.3% | 9.6% | 38.2% | 27.5% | $21.55 | 329.0% | 0.0% | 2.0% | 5.3% | $5.25 | 6.4% | 17.3 | 26.0% | 4.8% | 21.4x | 1.4x | 1.03 |
FULT | FULT | Contender | Fulton Financial Corporation | Financial Services | Banks – Regional | $23.68 | 2.41% | 4.00% | $0.190 | 3 | $0.570 | $0.190 | Jul 1, 2026 | Jul 15, 2026 | $16.60 | $25.23 | 7.7 | 5.6% | 3.8% | 5.3% | 6.8% | 28.9% | 27.4% | $10.40 | 128.0% | 0.0% | 6.2% | 28.3% | $2.23 | 11.1% | — | 32.0% | 8.4% | 11.4x | 1.3x | 1.54 |
HIG | HIG | Contender | The Hartford Insurance Group, I | Financial Services | Insurance – Diversified | $138.55 | 1.73% | 1.87% | $0.600 | 4 | $2.400 | $0.600 | Sep 1, 2026 | Oct 2, 2026 | $120.33 | $146.07 | 13.2 | 14.3% | 11.8% | 11.4% | 10.7% | 8.3% | 27.3% | $72.40 | 91.0% | 0.0% | 6.9% | 15.0% | $21.71 | 22.1% | 1.8 | 18.0% | 18.9% | 9.6x | 2.0x | 0.12 |
ORI | ORI | Champion | Old Republic International Corp | Financial Services | Insurance – Property & Casualty | $41.95 | 3.75% | 7.08% | $0.315 | 5 | $1.575 | $0.315 | Sep 4, 2026 | Sep 15, 2026 | $36.65 | $46.76 | 16.0 | 19.3% | 72.7% | 12.3% | 14.8% | 24.5% | 27.2% | $22.80 | 84.0% | 0.0% | 9.7% | 11.9% | $5.30 | 18.6% | 0.3 | 21.0% | 14.9% | 9.2x | 1.7x | 1.39 |
FMAO | FMAO | Contender | Farmers & Merchants Bancorp, In | Financial Services | Banks – Regional | $34.25 | 2.69% | 3.30% | $0.230 | 4 | $0.920 | $0.230 | Jul 10, 2026 | Jul 20, 2026 | $22.77 | $35.94 | 8.9 | 3.8% | 3.0% | 6.2% | 10.6% | 37.6% | 27.1% | $14.55 | 135.0% | 0.0% | 21.4% | 36.0% | $3.13 | 10.9% | — | 40.0% | 6.6% | 11.8x | 1.2x | 3.86 |
HMN | HMN | Contender | Horace Mann Educators Corporati | Financial Services | Insurance – Property & Casualty | $51.35 | 2.80% | 3.50% | $0.360 | 4 | $1.440 | $0.360 | Jun 15, 2026 | Jun 30, 2026 | $41.29 | $55.56 | 5.9 | 2.9% | 3.0% | 3.1% | 3.3% | 18.4% | 27.0% | $21.40 | 140.0% | 0.0% | 6.7% | 10.2% | $13.98 | 12.4% | 2.9 | 28.0% | 8.3% | 12.0x | 1.4x | 1.16 |
EBMT | EBMT | Contender | Eagle Bancorp Montana, Inc. | Financial Services | Banks – Regional | $22.70 | 2.61% | 3.49% | $0.148 | 4 | $0.592 | $0.145 | Aug 14, 2026 | Sep 4, 2026 | $15.80 | $24.66 | 9.4 | 1.6% | 1.7% | 6.8% | 6.4% | 36.6% | 27.0% | $10.25 | 121.0% | 0.0% | 14.9% | 21.2% | $2.85 | 8.5% | — | 30.0% | 5.7% | 11.1x | 0.9x | 1.06 |
FXNC | FXNC | Contender | First National Corporation | Financial Services | Banks – Regional | $30.77 | 2.21% | 3.02% | $0.170 | 4 | $0.680 | $0.170 | Aug 28, 2026 | Sep 11, 2026 | $21.59 | $33.24 | 5.4 | 9.7% | 4.8% | 3.2% | 20.0% | 38.0% | 26.9% | $11.95 | 157.0% | 0.0% | 31.2% | 23.3% | $3.34 | 11.8% | — | — | 9.6% | 12.9x | 1.4x | 2.36 |
MCBS | MCBS | Challenger | MetroCity Bankshares, Inc. | Financial Services | Banks – Regional | $34.96 | 3.32% | 3.33% | $0.290 | 4 | $1.160 | $0.290 | Jul 29, 2026 | Aug 7, 2026 | $24.53 | $37.46 | 24.7 | 14.9% | 16.1% | 21.4% | — | 24.7% | 26.8% | $14.40 | 143.0% | 0.0% | 10.2% | 43.9% | $2.85 | 15.9% | — | 41.0% | 8.0% | 12.1x | 1.8x | 19.58 |
MBWM | MBWM | Contender | Mercantile Bank Corporation | Financial Services | Banks – Regional | $60.21 | 2.59% | 3.45% | $0.390 | 4 | $1.560 | $0.390 | Sep 4, 2026 | Sep 16, 2026 | $42.75 | $62.39 | 8.8 | 5.5% | 5.8% | 6.2% | 9.5% | 29.3% | 26.6% | $28.45 | 112.0% | 0.0% | 4.8% | 36.5% | $4.18 | 13.7% | — | 33.0% | 8.4% | 10.6x | 1.4x | 1.63 |
STBA | STBA | Contender | S&T Bancorp, Inc. | Financial Services | Banks – Regional | $49.79 | 2.97% | 3.85% | $0.370 | 4 | $1.480 | $0.370 | Aug 18, 2026 | Aug 27, 2026 | $34.38 | $53.50 | 8.4 | 7.4% | 4.8% | 5.4% | 6.7% | 34.1% | 26.3% | $18.80 | 165.0% | 0.0% | 4.0% | 33.7% | $4.16 | 9.9% | — | 5.0% | 9.2% | 13.2x | 1.3x | 1.23 |
MAIN | MAIN | Contender | Main Street Capital Corporation | Financial Services | Asset Management | $58.80 | 5.41% | 8.89% | $0.265 | 12 | $3.180 | $0.265 | Sep 8, 2026 | Dec 15, 2026 | $48.95 | $67.34 | 17.3 | 2.9% | 9.5% | 11.9% | 4.8% | 2.9% | 26.3% | $24.90 | 136.0% | 0.0% | 4.7% | 78.5% | $-1.60 | 14.9% | 1.7 | 44.0% | 8.3% | 11.8x | 1.7x | 1.76 |
FBK | FBK | Challenger | FB Financial Corporation | Financial Services | Banks – Regional | $57.42 | 1.46% | 1.51% | $0.210 | 4 | $0.840 | $0.210 | Aug 11, 2026 | Aug 25, 2026 | $49.24 | $62.66 | 15.8 | 10.8% | 12.2% | 14.3% | — | 10.1% | 26.2% | $94.50 | -39.0% | 0.0% | 21.2% | 23.4% | $4.14 | 11.1% | — | 16.0% | 6.4% | 15.2x | 1.5x | 1.55 |
BKU | BKU | Challenger | BankUnited, Inc. | Financial Services | Banks – Regional | $46.14 | 2.86% | 3.41% | $0.330 | 4 | $1.320 | $0.330 | Jul 10, 2026 | Jul 31, 2026 | $35.10 | $52.11 | 9.7 | 6.7% | 7.2% | 6.8% | 4.3% | 24.5% | 26.1% | $18.20 | 154.0% | 0.0% | 7.9% | 23.9% | $5.22 | 9.2% | — | 39.0% | 5.3% | 12.7x | 1.1x | 0.27 |
USB | USB | Contender | U.S. Bancorp | Financial Services | Banks – Regional | $61.88 | 2.52% | 4.41% | $0.520 | 3 | $1.560 | $0.520 | Jun 30, 2026 | Jul 15, 2026 | $45.02 | $66.08 | 6.9 | 4.0% | 2.7% | 4.4% | 7.4% | 36.2% | 26.0% | $25.05 | 147.0% | 0.0% | 4.8% | 26.3% | $8.04 | 12.6% | — | 49.0% | 6.5% | 12.4x | 1.6x | 2.09 |
SF | SF | Challenger | Stifel Financial Corporation | Financial Services | Capital Markets | $80.97 | 1.68% | 1.81% | $0.340 | 4 | $1.360 | $0.340 | Sep 1, 2026 | Sep 15, 2026 | $67.81 | $89.83 | 29.7 | 10.2% | 12.0% | 28.1% | — | 8.9% | 26.0% | $27.95 | 190.0% | 0.0% | 11.3% | 15.5% | $3.01 | 16.4% | 0.9 | 27.0% | 13.3% | 14.5x | 2.3x | 0.95 |
CFBK | CFBK | Challenger | CF Bankshares Inc. | Financial Services | Banks – Regional | $34.86 | 1.03% | 1.16% | $0.090 | 4 | $0.360 | $0.090 | Jul 13, 2026 | Jul 21, 2026 | $22.10 | $36.95 | 24.9 | 20.7% | 16.7% | 23.9% | — | 44.9% | 25.9% | $14.55 | 140.0% | 0.0% | 17.6% | 28.5% | $2.86 | 10.2% | — | 38.0% | 5.7% | 12.0x | 1.2x | 0.67 |
PCB | PCB | Challenger | PCB Bancorp | Financial Services | Banks – Regional | $27.43 | 3.21% | 3.91% | $0.220 | 4 | $0.880 | $0.220 | Aug 7, 2026 | Aug 14, 2026 | $19.70 | $30.84 | 18.6 | 10.3% | 9.2% | 15.4% | — | 32.7% | 25.7% | $14.50 | 89.0% | 0.0% | 16.1% | 34.4% | $2.95 | 10.8% | — | 23.0% | 10.8% | 9.5x | 1.2x | 4.93 |
FMBH | FMBH | Contender | First Mid Bancshares, Inc. | Financial Services | Banks – Regional | $50.34 | 2.07% | 2.65% | $0.260 | 4 | $1.040 | $0.250 | Aug 18, 2026 | Sep 1, 2026 | $34.16 | $53.36 | 1.5 | 4.1% | 3.2% | -0.6% | 5.3% | 30.0% | 25.6% | $20.15 | 150.0% | 0.0% | 12.0% | 35.2% | $4.76 | 10.1% | — | 21.0% | 7.4% | 12.5x | 1.2x | 1.27 |
NDAQ | NDAQ | Contender | Nasdaq, Inc. | Financial Services | Financial Data & Stock Exchanges | $98.67 | 1.26% | 1.28% | $0.310 | 4 | $1.240 | $0.270 | Sep 11, 2026 | Sep 25, 2026 | $76.55 | $101.79 | 12.1 | 13.1% | 11.0% | 10.8% | 12.1% | 6.7% | 25.6% | $17.15 | 475.0% | 0.0% | 12.1% | 35.1% | $4.02 | 16.5% | 1.0 | 43.0% | 9.3% | 28.8x | 4.6x | 1.87 |
FCBC | FCBC | Contender | First Community Bankshares, Inc | Financial Services | Banks – Regional | $48.92 | 2.70% | 5.41% | $0.330 | 4 | $1.320 | $0.310 | Aug 7, 2026 | Aug 21, 2026 | $31.21 | $50.17 | 19.9 | -31.7% | 24.9% | 17.2% | 14.6% | 43.3% | 25.3% | $15.80 | 210.0% | 0.0% | 1.0% | 31.4% | $2.47 | 11.4% | — | — | 11.4% | 15.5x | 1.7x | 1.25 |
ASB | ASB | Contender | Associated Banc-Corp | Financial Services | Banks – Regional | $31.35 | 3.06% | 3.86% | $0.240 | 4 | $0.960 | $0.240 | Sep 1, 2026 | Sep 15, 2026 | $23.74 | $32.00 | 8.8 | 4.4% | 4.6% | 5.7% | 8.2% | 39.5% | 25.3% | $14.30 | 119.0% | 0.0% | 43.3% | 31.5% | $3.81 | 9.7% | — | 14.0% | 8.2% | 11.0x | 1.1x | 1.78 |
PLBC | PLBC | Challenger | Plumas Bancorp | Financial Services | Banks – Regional | $61.83 | 2.13% | 2.55% | $0.330 | 4 | $1.320 | $0.330 | Aug 3, 2026 | Aug 17, 2026 | $39.80 | $64.00 | 21.2 | 10.3% | 12.3% | 19.0% | — | 49.2% | 25.1% | $25.40 | 143.0% | 0.0% | 19.2% | 31.8% | $4.76 | 15.4% | — | 14.0% | 11.6% | 12.2x | 1.6x | 1.49 |
HFWA | HFWA | Contender | Heritage Financial Corporation | Financial Services | Banks – Regional | $28.67 | 3.49% | 4.06% | $0.250 | 4 | $1.000 | $0.240 | Aug 5, 2026 | Aug 19, 2026 | $21.32 | $31.25 | 7.4 | 2.1% | 3.7% | 3.9% | 5.6% | 25.8% | 25.0% | $10.50 | 173.0% | 0.0% | 3.4% | 26.5% | $2.20 | 7.8% | — | 15.0% | 7.0% | 13.7x | 1.1x | 2.13 |
ALRS | ALRS | Champion | Alerus Financial Corporation | Financial Services | Banks – Regional | $33.12 | 2.66% | 3.51% | $0.220 | 4 | $0.880 | $0.210 | Sep 25, 2026 | Oct 9, 2026 | $20.31 | $34.40 | 9.5 | 4.9% | 5.2% | 6.9% | 6.8% | 57.9% | 24.9% | $27.00 | 23.0% | 0.0% | 33.9% | 9.0% | $3.84 | 5.0% | — | 15.0% | 4.1% | 30.7x | 1.4x | — |
HFBL | HFBL | Contender | Home Federal Bancorp, Inc. of L | Financial Services | Banks – Regional | $25.42 | 2.36% | 3.30% | $0.150 | 4 | $0.600 | $0.135 | Jul 27, 2026 | May 11, 2026 | $13.34 | $28.00 | 12.1 | 5.7% | 4.6% | 9.8% | 12.9% | 100.8% | 24.6% | — | — | 0.0% | — | — | — | — | — | — | — | 12.6x | 1.3x | — |
GABC | GABC | Contender | German American Bancorp, Inc. | Financial Services | Banks – Regional | $49.92 | 2.48% | 2.91% | $0.310 | 4 | $1.240 | $0.310 | Aug 10, 2026 | Aug 20, 2026 | $37.19 | $52.23 | 10.8 | 7.0% | 7.6% | 8.3% | 9.9% | 25.8% | 24.6% | $19.00 | 163.0% | 0.0% | 41.8% | 36.3% | $5.05 | 12.5% | — | 10.0% | 10.8% | 13.1x | 1.6x | 1.46 |
RF | RF | Contender | Regions Financial Corporation | Financial Services | Banks – Regional | $30.33 | 3.49% | 4.13% | $0.265 | 4 | $1.060 | $0.265 | Sep 1, 2026 | Oct 1, 2026 | $22.70 | $32.47 | 14.8 | 6.0% | 9.8% | 11.3% | 15.8% | 19.2% | 24.5% | $12.30 | 147.0% | 0.0% | 6.2% | 28.0% | $2.09 | 11.9% | — | 21.0% | 9.9% | 12.3x | 1.5x | 1.76 |
OFG | OFG | Challenger | OFG Bancorp | Financial Services | Banks – Regional | $52.67 | 1.99% | 2.50% | $0.350 | 3 | $1.050 | $0.350 | Sep 30, 2026 | Oct 15, 2026 | $35.71 | $54.47 | 29.2 | -9.1% | 6.0% | 27.2% | 13.6% | 22.7% | 24.3% | $25.35 | 108.0% | 0.0% | 3.1% | 28.9% | $5.32 | 16.1% | — | 1.0% | 12.5% | 10.4x | 1.6x | 0.92 |
EQH | EQH | Challenger | Equitable Holdings, Inc. | Financial Services | Asset Management | $50.23 | 2.39% | 2.54% | $0.300 | 4 | $1.200 | $0.300 | Aug 3, 2026 | Aug 10, 2026 | $35.20 | $55.15 | 12.6 | 11.8% | 10.7% | 10.2% | — | -1.0% | 24.3% | $163.25 | -69.0% | 0.0% | -6.2% | -6.6% | $4.98 | -25.1% | 2.0 | 1.4% | -17.8% | —x | —x | — |
MTG | MTG | Challenger | MGIC Investment Corporation | Financial Services | Insurance – Specialty | $30.91 | 2.20% | 2.37% | $0.170 | 4 | $0.680 | $0.150 | Aug 5, 2026 | Aug 20, 2026 | $24.69 | $31.89 | 21.2 | 14.8% | 14.3% | 19.0% | — | 15.8% | 24.2% | $16.00 | 93.0% | 0.0% | 0.5% | 59.2% | $3.45 | 13.9% | 5.0 | 11.0% | 12.3% | 9.7x | 1.3x | 0.40 |
CFFI | CFFI | Contender | C&F Financial Corporation | Financial Services | Banks – Regional | $91.75 | 2.09% | 2.82% | $0.480 | 4 | $1.920 | $0.480 | Sep 15, 2026 | Oct 1, 2026 | $64.71 | $94.31 | 6.2 | 4.4% | 3.0% | 4.1% | 4.1% | 33.5% | 24.2% | — | — | 0.0% | 9.4% | — | — | — | — | — | 3.7% | 10.2x | 1.1x | -31.32 |
WSBC | WSBC | Contender | WesBanco, Inc. | Financial Services | Banks – Regional | $40.41 | 3.76% | 4.52% | $0.380 | 4 | $1.520 | $0.380 | Sep 4, 2026 | Oct 1, 2026 | $29.57 | $43.02 | 6.8 | 2.7% | 2.8% | 3.0% | 4.9% | 33.7% | 24.0% | $17.60 | 130.0% | 0.0% | 60.8% | 31.3% | $4.13 | 9.0% | — | 30.0% | 6.2% | 11.5x | 1.0x | 1.23 |
CFR | CFR | Champion | Cullen/Frost Bankers, Inc. | Financial Services | Banks – Regional | $161.69 | 2.55% | 2.88% | $1.030 | 4 | $4.120 | $1.000 | Aug 31, 2026 | Sep 15, 2026 | $119.00 | $170.80 | 3.4 | -22.3% | -5.0% | 0.8% | 3.5% | 30.6% | 23.9% | $52.85 | 206.0% | 0.0% | 8.1% | 28.4% | $11.58 | 15.5% | — | 5.0% | 14.6% | 15.3x | 2.2x | 3.56 |
RGA | RGA | Contender | Reinsurance Group of America, I | Financial Services | Insurance – Reinsurance | $245.54 | 1.60% | 1.99% | $0.980 | 4 | $3.920 | $0.930 | Aug 18, 2026 | Sep 1, 2026 | $178.21 | $251.00 | 7.5 | 4.7% | 5.1% | 5.9% | 9.5% | 30.2% | 23.8% | $113.55 | 116.0% | 0.0% | 7.2% | 5.8% | $79.62 | 11.7% | 1.2 | 29.0% | 7.9% | 10.8x | 1.2x | 1.14 |
PFBC | PFBC | Challenger | Preferred Bank | Financial Services | Banks – Regional | $102.80 | 3.11% | 3.41% | $0.800 | 4 | $3.200 | $0.800 | Jul 7, 2026 | Jul 21, 2026 | $81.50 | $112.26 | 21.4 | 6.8% | 14.8% | 18.3% | 18.6% | 16.0% | 23.8% | $53.55 | 92.0% | 0.0% | 1.5% | 45.7% | $14.50 | 17.6% | — | 33.0% | 11.8% | 9.6x | 1.5x | 0.94 |
SEIC | SEIC | Champion | SEI Investments Company | Financial Services | Asset Management | $111.63 | 0.93% | 1.23% | $0.520 | 2 | $1.040 | $0.520 | Jun 8, 2026 | Jun 16, 2026 | $75.08 | $112.15 | 8.0 | 6.1% | 6.5% | 7.0% | 7.2% | 29.2% | 23.5% | $28.35 | 294.0% | 0.0% | 8.1% | 28.9% | $5.93 | 27.6% | 5.1 | 2.0% | 28.4% | 19.7x | 5.4x | 2.14 |
SYBT | SYBT | Contender | Stock Yards Bancorp, Inc. | Financial Services | Banks – Regional | $79.84 | 1.60% | 1.90% | $0.320 | 4 | $1.280 | $0.320 | Sep 21, 2026 | Oct 1, 2026 | $61.51 | $89.22 | 5.1 | 3.2% | 3.3% | 3.5% | 4.3% | 2.3% | 23.5% | $25.10 | 218.0% | 0.0% | 12.8% | 35.3% | $5.17 | 13.3% | — | 21.0% | 10.4% | 15.9x | 2.0x | 1.33 |
MBIN | MBIN | Challenger | Merchants Bancorp | Financial Services | Banks – Regional | $52.87 | 0.83% | 0.96% | $0.110 | 4 | $0.440 | $0.110 | Sep 15, 2026 | Oct 1, 2026 | $30.37 | $56.87 | 14.0 | 10.5% | 11.9% | 13.1% | — | 66.1% | 23.5% | $24.90 | 112.0% | 0.0% | 1.6% | 32.0% | $-16.37 | 11.7% | — | 70.0% | 4.0% | 10.6x | 1.3x | 1.06 |
PEBO | PEBO | Contender | Peoples Bancorp Inc. | Financial Services | Banks – Regional | $39.66 | 4.24% | 5.62% | $0.420 | 4 | $1.680 | $0.420 | Aug 3, 2026 | Aug 17, 2026 | $27.49 | $42.29 | 7.4 | 2.5% | 2.5% | 3.2% | 10.3% | 40.3% | 23.3% | $16.50 | 140.0% | 0.0% | 2.5% | 25.2% | $3.90 | 9.9% | — | 11.0% | 8.3% | 12.0x | 1.1x | 1.45 |
TOWN | TOWN | Contender | Towne Bank | Financial Services | Banks – Regional | $37.43 | 2.99% | 3.64% | $0.280 | 4 | $1.120 | $0.700 | Sep 25, 2026 | Oct 9, 2026 | $31.91 | $39.03 | 22.3 | 75.5% | 23.9% | 19.3% | 13.8% | 12.5% | 23.2% | $10.40 | 260.0% | 0.0% | 20.5% | 27.9% | $1.95 | 12.2% | — | 14.0% | 11.0% | 18.0x | 1.2x | 1.93 |
KKR | KKR | Challenger | KKR & Co. Inc. | Financial Services | Asset Management | $108.48 | 0.72% | 0.81% | $0.195 | 4 | $0.780 | $0.195 | Aug 10, 2026 | Aug 25, 2026 | $82.67 | $152.10 | 7.0 | 5.6% | 5.9% | 6.3% | -0.9% | -22.4% | 23.2% | $15.70 | 591.0% | 0.0% | 7.5% | 0.0% | $2.77 | 7.3% | 0.9 | 66.0% | 0.0% | 34.6x | 3.5x | 0.56 |
SMBC | SMBC | Contender | Southern Missouri Bancorp, Inc. | Financial Services | Banks – Regional | $73.98 | 1.46% | 1.69% | $0.270 | 4 | $1.080 | $0.250 | Aug 14, 2026 | Aug 31, 2026 | $47.60 | $79.86 | 10.2 | 8.5% | 6.7% | 8.8% | 10.7% | 32.4% | 23.1% | $32.10 | 130.0% | 0.0% | 9.9% | 35.7% | $8.53 | 12.2% | — | — | 10.4% | 11.5x | 1.4x | 1.07 |
CCBG | CCBG | Contender | Capital City Bank Group | Financial Services | Banks – Regional | $51.34 | 2.10% | 2.35% | $0.270 | 4 | $1.080 | $0.270 | Sep 8, 2026 | Sep 22, 2026 | $38.27 | $53.60 | 14.5 | 12.8% | 14.8% | 12.4% | 21.6% | 22.4% | 23.0% | $18.00 | 185.0% | 0.0% | 8.1% | 24.0% | $3.61 | 11.3% | — | 6.0% | 10.4% | 14.3x | 1.5x | 2.41 |
BHB | BHB | Contender | Bar Harbor Bankshares, Inc. | Financial Services | Banks – Regional | $39.40 | 3.45% | 4.05% | $0.340 | 4 | $1.360 | $0.340 | Aug 20, 2026 | Sep 18, 2026 | $28.11 | $41.08 | 10.9 | 6.5% | 6.9% | 7.5% | 6.3% | 31.2% | 22.7% | $22.72 | 73.0% | 0.0% | 15.5% | 25.5% | $3.82 | 9.7% | — | 20.0% | 7.4% | 13.3x | 1.2x | 3.02 |
UBSI | UBSI | King | United Bankshares, Inc. | Financial Services | Banks – Regional | $47.60 | 3.19% | 3.98% | $0.380 | 4 | $1.520 | $0.380 | Sep 11, 2026 | Oct 1, 2026 | $34.10 | $49.62 | 4.7 | 2.0% | 1.6% | 1.5% | 1.4% | 33.0% | 22.7% | $18.35 | 159.0% | 0.0% | 19.5% | 40.1% | $4.08 | 9.5% | — | 10.0% | 8.4% | 13.0x | 1.2x | 1.95 |
TSBK | TSBK | Contender | Timberland Bancorp, Inc. | Financial Services | Banks – Regional | $46.40 | 2.59% | 3.35% | $0.300 | 4 | $1.200 | $0.290 | Aug 10, 2026 | Aug 24, 2026 | $30.93 | $49.38 | 5.0 | 13.7% | 4.7% | 2.4% | 12.1% | 46.4% | 22.7% | $19.95 | 133.0% | 0.0% | -4.5% | 17.2% | $4.02 | 11.9% | — | 5.0% | 2.1% | 11.6x | 1.3x | 2.94 |
CNOB | CNOB | Challenger | ConnectOne Bancorp, Inc. | Financial Services | Banks – Regional | $31.50 | 2.48% | 2.90% | $0.195 | 4 | $0.780 | $0.195 | Aug 14, 2026 | Sep 1, 2026 | $23.20 | $34.14 | 15.9 | 4.2% | 4.9% | 13.4% | 9.6% | 29.4% | 22.7% | $16.10 | 96.0% | 0.0% | 51.5% | 33.3% | $2.68 | 10.3% | — | — | 9.0% | 9.8x | 1.0x | 0.83 |
PFIS | PFIS | Challenger | Peoples Financial Services Corp | Financial Services | Banks – Regional | $69.09 | 3.62% | 4.04% | $0.625 | 4 | $2.500 | $0.625 | Aug 31, 2026 | Sep 15, 2026 | $43.64 | $73.37 | 8.4 | -24.4% | 4.6% | 4.8% | 4.2% | 40.1% | 22.7% | $28.25 | 145.0% | 0.0% | 39.7% | 29.1% | $5.34 | 11.0% | — | 31.0% | 7.5% | 12.2x | 1.3x | 1.31 |
CIVB | CIVB | Contender | Civista Bancshares, Inc. | Financial Services | Banks – Regional | $27.48 | 2.62% | 3.26% | $0.180 | 4 | $0.720 | $0.180 | Aug 14, 2026 | Aug 18, 2026 | $19.82 | $29.97 | 10.3 | 6.0% | 6.4% | 7.7% | 13.0% | 36.9% | 22.5% | $13.40 | 105.0% | 0.0% | 13.3% | 28.9% | $2.78 | 11.2% | — | 16.0% | 8.4% | 10.3x | 1.0x | 1.37 |
WRB | WRB | Contender | W.R. Berkley Corporation | Financial Services | Insurance – Property & Casualty | $68.05 | 3.53% | 2.18% | $0.600 | 4 | $2.400 | $0.090 | Jun 23, 2026 | Jul 2, 2026 | $62.87 | $78.96 | 37.1 | 18.4% | 45.5% | 33.6% | 29.1% | 0.2% | 22.4% | $24.30 | 180.0% | 0.0% | 7.8% | 15.3% | $9.71 | 20.2% | 0.4 | 22.0% | 15.3% | 14.0x | —x | 4.62 |
MSBI | MSBI | Challenger | Midland States Bancorp, Inc. | Financial Services | Banks – Regional | $32.69 | 4.04% | 5.70% | $0.330 | 4 | $1.320 | $0.320 | Aug 14, 2026 | Aug 21, 2026 | $14.24 | $35.10 | 7.1 | 3.2% | 2.7% | 3.1% | 21.8% | 95.1% | 22.0% | $39.25 | -17.0% | 0.0% | 8.4% | 10.3% | $5.75 | 7.5% | — | 38.0% | 4.5% | 20.8x | 1.5x | 1.41 |
RJF | RJF | Contender | Raymond James Financial, Inc. | Financial Services | Asset Management | $179.36 | 1.20% | 1.42% | $0.540 | 4 | $2.160 | $0.540 | Oct 1, 2026 | Oct 15, 2026 | $138.82 | $182.73 | 16.8 | 8.7% | 9.8% | 15.6% | 15.1% | 8.6% | 21.9% | $57.30 | 213.0% | 0.0% | 9.7% | 15.1% | $8.53 | 18.4% | 2.1 | 25.0% | 13.7% | 15.7x | 2.7x | 0.86 |
BOKF | BOKF | Contender | BOK Financial Corporation | Financial Services | Banks – Regional | $137.48 | 1.83% | 2.39% | $0.630 | 4 | $2.520 | $0.630 | Aug 19, 2026 | Sep 2, 2026 | $102.72 | $146.84 | 5.7 | 10.5% | 5.3% | 3.9% | 3.9% | 28.2% | 21.7% | $53.05 | 159.0% | 0.0% | 6.1% | 28.4% | $24.75 | 10.9% | — | 36.0% | 6.5% | 13.0x | 1.4x | 1.46 |
RNR | RNR | Champion | RenaissanceRe Holdings Ltd. | Financial Services | Insurance – Reinsurance | $330.74 | 0.37% | 0.64% | $0.410 | 3 | $1.230 | $0.410 | Sep 15, 2026 | Sep 30, 2026 | $231.17 | $335.97 | -2.6 | -22.8% | -6.7% | -3.0% | 0.0% | 37.2% | 21.6% | $288.40 | 15.0% | 0.0% | -0.8% | 30.2% | $86.78 | 21.5% | 1.4 | 17.0% | 19.7% | 5.7x | 1.3x | 3.62 |
FCF | FCF | Challenger | First | Financial Services | Banks – Regional | $20.75 | 2.70% | 3.39% | $0.140 | 4 | $0.560 | $0.140 | Aug 7, 2026 | Aug 21, 2026 | $15.00 | $22.34 | 6.8 | 3.8% | 3.9% | 4.1% | 7.0% | 23.7% | 21.6% | $8.20 | 153.0% | 0.0% | 9.4% | 30.7% | $1.90 | 10.9% | — | — | 9.5% | 12.7x | 1.3x | 1.46 |
EFSC | EFSC | Contender | Enterprise Financial Services C | Financial Services | Banks – Regional | $63.59 | 2.14% | 2.07% | $0.340 | 4 | $1.360 | $0.330 | Sep 15, 2026 | Sep 30, 2026 | $51.18 | $68.73 | 14.7 | 14.0% | 10.3% | 12.5% | 14.4% | 8.3% | 21.5% | $25.15 | 153.0% | 0.0% | 16.0% | 24.4% | $6.06 | 9.6% | — | — | 7.8% | 12.6x | 1.2x | 1.23 |
CINF | CINF | King | Cincinnati Financial Corporatio | Financial Services | Insurance – Property & Casualty | $171.97 | 2.19% | 2.37% | $0.940 | 4 | $3.760 | $0.940 | Sep 23, 2026 | Oct 15, 2026 | $150.00 | $194.81 | 10.2 | 7.7% | 7.9% | 8.0% | 4.5% | 16.9% | 21.4% | $105.95 | 62.0% | 0.0% | 11.4% | 23.8% | $22.26 | 21.5% | 1.2 | — | 20.6% | 8.1x | 1.6x | 2.19 |
TCBK | TCBK | Contender | TriCo Bancshares | Financial Services | Banks – Regional | $53.81 | 2.68% | 2.84% | $0.360 | 4 | $1.440 | $0.360 | Sep 11, 2026 | Sep 25, 2026 | $40.44 | $61.71 | 11.6 | 9.1% | 6.3% | 8.9% | 9.5% | 25.3% | 21.0% | $20.85 | 158.0% | 0.0% | 5.9% | 31.0% | $4.33 | 10.4% | — | 5.0% | 9.6% | 12.9x | 1.3x | 1.94 |
SPFI | SPFI | Challenger | South Plains Financial, Inc. | Financial Services | Banks – Regional | $43.36 | 1.66% | 1.76% | $0.180 | 4 | $0.720 | $0.170 | Jul 27, 2026 | Aug 10, 2026 | $35.34 | $46.94 | 22.9 | 11.5% | 10.1% | 21.2% | — | 10.2% | 21.0% | $18.40 | 136.0% | 0.0% | 8.6% | 28.0% | $4.28 | 12.0% | — | 9.0% | 10.3% | 11.8x | 1.3x | 1.74 |
CB | CB | Champion | Chubb Limited | Financial Services | Insurance – Property & Casualty | $338.46 | 0.60% | 1.21% | $1.020 | 2 | $2.040 | $0.970 | Sep 11, 2026 | Oct 2, 2026 | $265.30 | $365.91 | -8.1 | -46.2% | -15.9% | -8.7% | -3.0% | 24.5% | 20.6% | $141.05 | 140.0% | 0.0% | 5.4% | 23.0% | $39.85 | 14.8% | 0.4 | 19.0% | 12.4% | 12.0x | 1.7x | 2.67 |
INDB | INDB | Contender | Independent Bank Corp. | Financial Services | Banks – Regional | $82.06 | 3.12% | 3.36% | $0.640 | 4 | $2.560 | $0.640 | Jun 29, 2026 | Jul 9, 2026 | $63.33 | $87.50 | 8.6 | 6.0% | 4.4% | 5.5% | 8.4% | 22.1% | 20.5% | $27.65 | 197.0% | 0.0% | 24.3% | 27.0% | $6.79 | 8.2% | — | 14.0% | 6.4% | 14.8x | 1.1x | 11.00 |
CHCO | CHCO | Contender | City Holding Company | Financial Services | Banks – Regional | $143.46 | 2.43% | 2.84% | $0.870 | 4 | $3.480 | $0.870 | Jul 15, 2026 | Jul 31, 2026 | $113.21 | $148.99 | 11.0 | 10.1% | 10.2% | 8.5% | 7.4% | 17.6% | 20.4% | $45.65 | 214.0% | 0.0% | 7.0% | 40.4% | $10.13 | 16.8% | — | 16.0% | 13.7% | 15.7x | 2.5x | 1.91 |
UBCP | UBCP | Contender | United Bancorp, Inc. | Financial Services | Banks – Regional | $15.69 | 4.97% | 6.55% | $0.195 | 4 | $0.780 | $0.368 | Sep 10, 2026 | Sep 18, 2026 | $12.47 | $17.34 | 11.9 | 4.4% | 5.7% | 6.9% | 7.9% | 22.0% | 20.4% | $6.90 | 127.0% | 0.0% | 6.7% | 59.1% | $1.21 | 12.1% | — | — | 6.3% | 11.4x | 1.3x | 0.57 |
AMP | AMP | Contender | Ameriprise Financial, Inc. | Financial Services | Asset Management | $557.68 | 1.22% | 1.42% | $1.700 | 4 | $6.800 | $1.700 | Aug 3, 2026 | Aug 21, 2026 | $422.37 | $572.56 | 10.0 | 7.1% | 8.3% | 8.7% | 8.8% | 11.1% | 20.3% | $206.95 | 169.0% | 0.0% | 7.1% | 20.4% | $93.03 | 63.4% | 2.2 | 50.0% | 32.3% | 13.5x | 7.8x | 1.78 |
FNLC | FNLC | Contender | First Bancorp, Inc (ME) | Financial Services | Banks – Regional | $34.76 | 4.37% | 5.59% | $0.380 | 4 | $1.520 | $0.370 | Jul 7, 2026 | Jul 17, 2026 | $24.08 | $36.30 | 7.9 | 2.8% | 2.8% | 3.6% | 5.3% | 40.5% | 20.2% | $16.85 | 106.0% | 0.0% | 2.3% | 0.0% | $3.37 | 13.5% | — | 11.0% | 0.0% | 10.3x | 1.3x | — |
WTW | WTW | Challenger | Willis Towers Watson Public Lim | Financial Services | Insurance Brokers | $340.01 | 0.85% | 1.23% | $0.960 | 3 | $2.880 | $0.960 | Sep 30, 2026 | Oct 15, 2026 | $240.61 | $352.79 | 6.8 | 4.4% | 4.2% | 6.0% | 3.7% | 6.5% | 20.0% | $80.80 | 321.0% | 0.0% | -2.2% | 15.5% | $20.71 | 19.8% | 1.1 | 45.0% | 11.2% | 21.0x | 4.1x | 1.27 |
IBOC | IBOC | Contender | International Bancshares Corpor | Financial Services | Banks – Regional | $70.93 | 2.06% | 2.53% | $0.730 | 2 | $1.460 | $0.730 | Aug 14, 2026 | Aug 28, 2026 | $63.20 | $78.46 | -0.9 | 4.3% | 5.0% | -3.0% | 9.7% | 3.2% | 19.9% | — | — | 0.0% | — | — | — | — | — | 3.0% | 5.5% | 10.7x | 1.3x | 0.98 |
CNA | CNA | Challenger | CNA Financial Corporation | Financial Services | Insurance – Property & Casualty | $49.19 | 3.90% | 9.23% | $0.480 | 4 | $1.920 | $0.480 | Aug 17, 2026 | Sep 3, 2026 | $41.53 | $55.71 | 15.4 | 2.1% | 10.9% | 11.5% | 2.7% | 16.2% | 19.9% | $22.70 | 117.0% | 0.0% | -100.0% | 8.2% | $8.62 | 11.3% | 0.4 | 21.0% | 8.7% | 10.8x | 1.2x | 0.92 |
STC | STC | Challenger | Stewart Information Services Co | Financial Services | Insurance – Property & Casualty | $70.09 | 3.00% | 3.14% | $0.525 | 4 | $2.100 | $0.525 | Jun 15, 2026 | Jun 30, 2026 | $57.11 | $78.61 | 13.8 | 5.0% | 5.3% | 10.8% | 6.2% | 2.2% | 19.6% | $22.85 | 207.0% | 0.0% | 17.3% | 2.8% | $7.80 | 9.6% | 1.9 | 32.0% | 4.0% | 15.3x | 1.3x | 3.71 |
MET | MET | Contender | MetLife, Inc. | Financial Services | Insurance – Life | $96.51 | 2.46% | 3.05% | $0.593 | 4 | $2.372 | $0.593 | Aug 4, 2026 | Sep 8, 2026 | $67.33 | $100.93 | 6.8 | 4.3% | 4.4% | 4.3% | 5.3% | 24.9% | 19.5% | $26.10 | 270.0% | 0.0% | 7.9% | 4.3% | $24.48 | 13.1% | 2.0 | 43.0% | 7.2% | 18.5x | 2.2x | 0.54 |
WAL | WAL | Challenger | Western Alliance Bancorporation | Financial Services | Banks – Regional | $77.97 | 2.15% | 2.12% | $0.420 | 4 | $1.680 | $0.420 | Aug 13, 2026 | Aug 27, 2026 | $65.82 | $97.23 | 11.0 | 10.5% | 5.3% | 8.8% | — | -9.2% | 19.2% | $44.30 | 76.0% | 0.0% | 12.1% | 24.7% | $-14.03 | 13.0% | — | 26.0% | 9.5% | 8.8x | 1.2x | 1.47 |
AFL | AFL | Champion | AFLAC Incorporated | Financial Services | Insurance – Life | $116.23 | 2.10% | 2.25% | $0.610 | 4 | $2.440 | $0.610 | Aug 19, 2026 | Sep 1, 2026 | $104.66 | $130.22 | 15.8 | 7.6% | 13.2% | 13.7% | 11.4% | 13.3% | 19.2% | $46.35 | 151.0% | 0.0% | 0.8% | 28.4% | $5.28 | 16.9% | 0.9 | 22.0% | 12.8% | 12.5x | 1.9x | 1.18 |
NBTB | NBTB | Contender | NBT Bancorp Inc. | Financial Services | Banks – Regional | $51.55 | 2.87% | 3.08% | $0.370 | 4 | $1.480 | $0.370 | Sep 1, 2026 | Sep 15, 2026 | $39.20 | $54.50 | 3.4 | -20.1% | -2.6% | 0.5% | 2.2% | 22.0% | 18.7% | $20.55 | 151.0% | 0.0% | 20.8% | 28.9% | $5.04 | 11.4% | — | 7.0% | 10.3% | 12.5x | 1.4x | 2.66 |
BFST | BFST | Challenger | Business First Bancshares, Inc. | Financial Services | Banks – Regional | $31.24 | 1.92% | 2.27% | $0.150 | 4 | $0.600 | $0.150 | Aug 14, 2026 | Aug 31, 2026 | $22.56 | $32.53 | 8.3 | 7.1% | 7.7% | 6.4% | — | 30.1% | 18.6% | $14.05 | 122.0% | 0.0% | 18.4% | 25.4% | $3.17 | 10.0% | — | 24.0% | 7.5% | 11.1x | 1.1x | 1.19 |
SFBS | SFBS | Contender | ServisFirst Bancshares, Inc. | Financial Services | Banks – Regional | $43.20 | 1.76% | 1.61% | $0.190 | 4 | $0.760 | $0.190 | Jul 1, 2026 | Jul 10, 2026 | $33.60 | $46.04 | 15.5 | 13.0% | 11.3% | 13.7% | 26.6% | 1.6% | 18.3% | $14.65 | 195.0% | 0.0% | 16.8% | 51.2% | $4.32 | 17.3% | — | 2.0% | 16.7% | 14.7x | 1.2x | 1.13 |
PFG | PFG | Contender | Principal Financial Group Inc | Financial Services | Asset Management | $111.41 | 2.94% | 3.44% | $0.820 | 4 | $3.280 | $0.800 | Sep 3, 2026 | Sep 25, 2026 | $77.90 | $116.61 | 9.8 | 7.8% | 7.6% | 6.9% | 7.6% | 47.6% | 18.0% | $35.10 | 217.0% | 0.0% | 2.7% | 9.8% | $23.41 | 13.0% | 1.6 | 26.0% | 9.8% | 15.9x | 2.0x | 1.06 |
FSBW | FSBW | Contender | FS Bancorp, Inc. | Financial Services | Banks – Regional | $42.85 | 2.71% | 3.07% | $0.290 | 4 | $1.160 | $0.290 | Aug 7, 2026 | Aug 21, 2026 | $36.66 | $45.85 | 20.4 | -13.5% | 6.6% | 17.7% | 21.1% | 5.9% | 17.6% | $21.85 | 96.0% | 0.0% | 5.6% | 21.4% | $14.97 | 10.8% | — | — | 6.3% | 9.8x | 1.0x | 1.35 |
SSB | SSB | Contender | SouthState Bank Corporation | Financial Services | Banks – Regional | $105.98 | 2.49% | 2.51% | $0.660 | 4 | $2.640 | $0.600 | Aug 7, 2026 | Aug 14, 2026 | $84.48 | $112.20 | 7.8 | 10.8% | 6.8% | 5.3% | 7.9% | 8.9% | 17.3% | $47.60 | 123.0% | 0.0% | 55.9% | 34.9% | $9.57 | 10.6% | — | 10.0% | 9.7% | 11.1x | 1.1x | 1.45 |
FRME | FRME | Contender | First Merchants Corporation | Financial Services | Banks – Regional | $41.93 | 3.53% | 3.59% | $0.370 | 4 | $1.480 | $0.360 | Sep 4, 2026 | Sep 18, 2026 | $34.66 | $45.33 | 9.8 | 2.8% | 3.7% | 6.3% | 11.9% | 8.4% | 17.3% | $15.55 | 170.0% | 0.0% | 6.3% | 24.7% | $5.01 | 7.4% | — | — | 5.3% | 13.5x | 1.0x | 1.40 |
VOYA | VOYA | Challenger | Voya Financial, Inc. | Financial Services | Financial Conglomerates | $102.61 | 1.83% | 1.98% | $0.470 | 4 | $1.880 | $0.470 | Aug 26, 2026 | Sep 28, 2026 | $64.50 | $103.85 | 25.7 | 4.4% | 23.4% | 23.9% | 47.0% | 42.5% | 17.2% | $29.65 | 246.0% | 0.0% | 1.7% | 6.9% | $13.16 | 9.6% | 5.7 | 38.0% | 7.4% | 17.3x | 2.0x | 0.71 |
COFS | COFS | Contender | ChoiceOne Financial Services, I | Financial Services | Banks – Regional | $33.36 | 3.48% | 3.91% | $0.290 | 4 | $1.160 | $0.290 | Sep 15, 2026 | Sep 30, 2026 | $26.10 | $35.40 | 9.5 | 3.6% | 3.7% | 6.0% | 6.4% | 16.1% | 17.2% | $18.90 | 77.0% | 0.0% | 75.0% | 31.9% | $3.95 | 12.0% | — | — | 9.3% | 8.8x | 1.0x | -1.29 |
ARES | ARES | Challenger | Ares Management Corporation | Financial Services | Asset Management | $141.25 | 3.82% | 3.02% | $1.350 | 4 | $5.400 | $1.350 | Sep 16, 2026 | Sep 30, 2026 | $95.80 | $186.85 | 27.0 | 20.5% | 21.4% | 23.2% | 20.6% | -16.3% | 17.1% | $10.90 | 1,196.0% | 0.0% | 21.8% | 26.5% | $4.11 | 14.9% | 0.5 | 83.0% | 8.3% | 64.8x | 12.8x | 1.33 |
GL | GL | Contender | Globe Life Inc. | Financial Services | Insurance – Life | $172.79 | 0.76% | 0.80% | $0.330 | 4 | $1.320 | $0.330 | Oct 5, 2026 | Oct 30, 2026 | $127.85 | $191.55 | 10.0 | 17.6% | 11.5% | 9.2% | 8.1% | 25.3% | 17.0% | $75.15 | 130.0% | 0.0% | 3.7% | 19.6% | $18.11 | 20.9% | 0.8 | — | 14.9% | 11.5x | 2.2x | 1.30 |
V | V | Contender | Visa Inc. | Financial Services | Credit Services | $381.52 | 0.70% | 0.74% | $0.670 | 4 | $2.680 | $0.670 | Aug 11, 2026 | Sep 1, 2026 | $293.89 | $385.57 | 16.6 | 13.6% | 14.2% | 15.9% | 16.9% | 10.1% | 17.0% | $58.75 | 549.0% | 0.0% | 11.3% | 50.8% | $13.25 | 61.2% | 1.0 | 38.0% | 39.7% | 32.5x | 20.2x | 1.72 |
HTGC | HTGC | Challenger | Hercules Capital, Inc. | Financial Services | Asset Management | $17.13 | 10.97% | 14.16% | $0.470 | 4 | $1.880 | $0.470 | Aug 11, 2026 | Aug 18, 2026 | $13.70 | $19.62 | 15.7 | 3.9% | -0.9% | 4.8% | 4.2% | 11.0% | 16.9% | $10.10 | 70.0% | 0.0% | 7.9% | 67.7% | $0.05 | 17.3% | 0.1 | 51.0% | 8.4% | 8.5x | 1.4x | 0.52 |
AUB | AUB | Contender | Atlantic Union Bankshares Corpo | Financial Services | Banks – Regional | $40.66 | 3.64% | 3.89% | $0.370 | 4 | $1.480 | $0.370 | Aug 7, 2026 | Aug 21, 2026 | $30.87 | $43.62 | 10.5 | 8.8% | 7.2% | 6.9% | 6.9% | 22.7% | 16.9% | $85.75 | -53.0% | 0.0% | 67.1% | 30.5% | $3.84 | 9.8% | — | 13.0% | 8.2% | 11.9x | 1.1x | 1.08 |
LCNB | LCNB | Challenger | LCNB Corporation | Financial Services | Banks – Regional | $19.28 | 4.56% | 5.51% | $0.220 | 4 | $0.880 | $0.220 | Sep 1, 2026 | Sep 15, 2026 | $14.31 | $21.32 | 7.5 | 0.0% | 1.6% | 3.0% | 3.2% | 31.5% | 16.5% | $8.65 | 123.0% | 0.0% | 15.5% | 32.7% | $2.71 | 9.0% | — | 28.0% | 6.4% | 11.1x | 1.0x | 3.64 |
MCO | MCO | Contender | Moody's Corporation | Financial Services | Financial Data & Stock Exchanges | $514.95 | 0.80% | 0.83% | $1.030 | 4 | $4.120 | $1.030 | Aug 14, 2026 | Sep 4, 2026 | $402.28 | $546.88 | 11.5 | 9.8% | 10.2% | 10.7% | 10.8% | 2.7% | 16.4% | $78.80 | 553.0% | 0.0% | 8.9% | 34.3% | $19.16 | 76.9% | 1.2 | 69.0% | 26.6% | 32.7x | 29.5x | 2.14 |
BEN | BEN | Champion | Franklin Resources, Inc. | Financial Services | Asset Management | $33.86 | 3.90% | 5.08% | $0.330 | 4 | $1.320 | $0.330 | Jun 29, 2026 | Jul 10, 2026 | $21.11 | $36.28 | 7.3 | 3.1% | 3.3% | 3.4% | 6.6% | 46.2% | 16.3% | $7.35 | 361.0% | 0.0% | 3.5% | 4.0% | $0.55 | 7.9% | 5.5 | 59.0% | 1.4% | 23.0x | 1.5x | 0.43 |
AFG | AFG | Contender | American Financial Group, Inc. | Financial Services | Insurance – Property & Casualty | $143.40 | 3.68% | 7.82% | $0.880 | 6 | $5.280 | $0.880 | Jul 15, 2026 | Jul 24, 2026 | $123.09 | $150.02 | -15.2 | -23.7% | -6.3% | -18.9% | 12.7% | 16.6% | 15.8% | $57.25 | 150.0% | 0.0% | 0.1% | 13.4% | $18.89 | 20.4% | 2.1 | 27.0% | 14.5% | 12.5x | 2.5x | 2.30 |
PRI | PRI | Contender | Primerica, Inc. | Financial Services | Insurance – Life | $290.39 | 1.65% | 1.48% | $1.200 | 4 | $4.800 | $1.200 | Aug 21, 2026 | Sep 14, 2026 | $230.09 | $327.28 | 22.4 | 15.4% | 22.9% | 20.7% | 21.2% | 11.4% | 15.3% | $124.45 | 133.0% | 0.0% | 6.6% | 23.2% | $28.97 | 33.0% | 3.7 | 40.0% | 18.8% | 11.7x | 3.6x | 1.07 |
PRU | PRU | Contender | Prudential Financial, Inc. | Financial Services | Insurance – Life | $118.56 | 4.72% | 5.23% | $1.400 | 4 | $5.600 | $1.400 | Aug 25, 2026 | Sep 10, 2026 | $91.89 | $127.72 | 8.8 | 3.7% | 3.9% | 4.1% | 7.1% | 19.2% | 14.9% | $55.15 | 115.0% | 0.0% | -15.3% | 6.5% | $31.79 | 12.0% | 0.8 | 43.0% | 7.3% | 10.8x | 1.3x | 0.88 |
WABC | WABC | Champion | Westamerica Bancorporation | Financial Services | Banks – Regional | $58.07 | 3.31% | 3.53% | $0.480 | 4 | $1.920 | $0.480 | Aug 3, 2026 | Aug 14, 2026 | $44.93 | $63.61 | 6.1 | 4.4% | 3.4% | 2.8% | 1.9% | 24.2% | 14.9% | $22.65 | 156.0% | 0.0% | -12.2% | 86.9% | $4.81 | 12.5% | — | 3.0% | 12.0% | 12.8x | 1.6x | 4.62 |
CBU | CBU | Champion | Community Financial System, Inc | Financial Services | Banks – Regional | $63.16 | 2.98% | 3.10% | $0.470 | 4 | $1.880 | $0.470 | Sep 15, 2026 | Oct 13, 2026 | $53.46 | $71.11 | 5.3 | 2.2% | 2.2% | 2.3% | 0.8% | 12.0% | 14.8% | $21.55 | 193.0% | 0.0% | 9.6% | 26.6% | $5.86 | 11.5% | — | 17.0% | 9.3% | 14.7x | 1.6x | 2.62 |
WAFD | WAFD | Contender | WaFd, Inc. | Financial Services | Banks – Regional | $36.04 | 3.00% | 3.32% | $0.270 | 4 | $1.080 | $0.270 | Aug 21, 2026 | Sep 4, 2026 | $26.31 | $39.49 | 6.5 | 0.9% | 2.9% | 3.5% | 7.0% | 21.9% | 14.8% | $15.85 | 127.0% | 0.0% | 0.6% | 30.9% | $3.62 | 8.5% | — | 55.0% | 4.9% | 11.4x | 1.0x | 1.85 |
RDN | RDN | Challenger | Radian Group Inc. | Financial Services | Insurance – Specialty | $36.30 | 2.81% | 3.35% | $0.255 | 4 | $1.020 | $0.255 | Aug 24, 2026 | Sep 9, 2026 | $31.50 | $41.05 | 16.8 | 1.0% | 5.2% | 14.0% | 55.9% | 10.2% | 14.7% | $20.25 | 79.0% | 0.0% | 0.2% | 31.1% | $10.53 | 12.0% | 1.6 | 12.0% | 9.3% | 9.0x | 1.0x | 0.76 |
SFNC | SFNC | Contender | Simmons First National Corporat | Financial Services | Banks – Regional | $22.69 | 3.79% | 4.00% | $0.215 | 4 | $0.860 | $0.215 | Sep 15, 2026 | Oct 1, 2026 | $17.00 | $24.32 | 7.9 | 1.2% | 3.1% | 4.1% | 6.2% | 18.2% | 14.6% | $14.58 | 56.0% | 0.0% | 16.7% | -38.6% | $3.63 | -9.9% | — | 26.0% | -8.5% | —x | 0.9x | 3.83 |
HOMB | HOMB | Contender | Home BancShares, Inc. | Financial Services | Banks – Regional | $29.62 | 3.11% | 2.97% | $0.230 | 4 | $0.920 | $0.210 | Aug 12, 2026 | Sep 2, 2026 | $25.50 | $31.70 | 12.1 | 8.9% | 6.8% | 9.0% | 10.1% | 5.5% | 14.5% | $12.10 | 145.0% | 0.0% | 7.3% | 42.4% | $2.26 | 11.1% | — | 14.0% | 9.4% | 12.2x | 1.3x | 3.01 |
NWFL | NWFL | Champion | Norwood Financial Corp. | Financial Services | Banks – Regional | $34.15 | 3.75% | 4.59% | $0.320 | 4 | $1.280 | $0.320 | Jul 15, 2026 | Aug 3, 2026 | $23.82 | $35.45 | 8.0 | 3.3% | 3.4% | 4.3% | 4.4% | 36.8% | 14.4% | $14.60 | 134.0% | 0.0% | 23.9% | 28.0% | $3.03 | 11.2% | — | 18.0% | 8.9% | 11.7x | 1.3x | 2.36 |
AGM | AGM | Contender | Federal Agricultural Mortgage C | Financial Services | Credit Services | $221.43 | 2.89% | 3.08% | $1.600 | 4 | $6.400 | $1.600 | Sep 15, 2026 | Sep 30, 2026 | $136.57 | $248.29 | 15.9 | 6.9% | 14.8% | 13.0% | 22.1% | 12.5% | 14.1% | $91.45 | 142.0% | 0.0% | 13.4% | 44.6% | $33.26 | 13.5% | 1.5 | 95.0% | 0.8% | 12.1x | 1.9x | 0.82 |
UCB | UCB | Contender | United Community Banks, Inc. | Financial Services | Banks – Regional | $35.13 | 2.85% | 3.03% | $0.250 | 4 | $1.000 | $0.250 | Sep 15, 2026 | Oct 5, 2026 | $28.65 | $37.18 | 9.1 | 4.2% | 3.6% | 6.2% | 14.4% | 11.6% | 13.9% | $15.30 | 130.0% | 0.0% | 8.8% | 30.9% | $3.24 | 10.3% | — | 18.0% | 8.5% | 11.5x | 1.1x | 1.67 |
CBSH | CBSH | King | Commerce Bancshares, Inc. | Financial Services | Banks – Regional | $58.04 | 1.90% | 1.71% | $0.275 | 4 | $1.100 | $0.275 | Sep 4, 2026 | Sep 22, 2026 | $46.99 | $60.92 | 6.3 | 6.0% | 5.1% | 4.4% | 5.1% | 2.2% | 13.9% | $20.40 | 185.0% | 0.0% | 5.8% | 31.2% | $8.80 | 14.7% | — | 1.0% | 14.3% | 14.2x | 1.9x | 2.06 |
NBHC | NBHC | Contender | National Bank Holdings Corporat | Financial Services | Banks – Regional | $41.22 | 3.11% | 2.87% | $0.320 | 4 | $1.280 | $0.320 | Aug 28, 2026 | Sep 15, 2026 | $35.06 | $47.28 | 11.5 | 7.6% | 7.6% | 8.4% | 20.3% | 11.8% | 13.8% | $11.90 | 246.0% | 0.0% | 2.5% | 20.8% | $3.79 | 6.5% | — | 16.0% | 5.9% | 17.3x | 1.1x | 1.57 |
MA | MA | Contender | Mastercard Incorporated | Financial Services | Credit Services | $593.23 | 0.59% | 0.57% | $0.870 | 4 | $3.480 | $0.870 | Jul 9, 2026 | Aug 7, 2026 | $464.52 | $601.62 | 15.0 | 14.6% | 15.3% | 14.4% | 16.5% | 0.8% | 13.8% | $90.80 | 553.0% | 0.0% | 16.4% | 46.3% | $20.05 | 241.2% | 1.1 | 80.0% | 62.2% | 32.7x | 92.8x | 1.81 |
OVLY | OVLY | Contender | Oak Valley Bancorp (CA) | Financial Services | Banks – Regional | $33.98 | 2.21% | 1.89% | $0.375 | 2 | $0.750 | $0.375 | Aug 3, 2026 | Aug 14, 2026 | $25.41 | $35.97 | 23.1 | 25.0% | 32.8% | 20.9% | 12.1% | 24.7% | 13.7% | — | — | 0.0% | — | — | — | — | — | — | — | 12.1x | 1.3x | — |
PB | PB | Champion | Prosperity Bancshares, Inc. | Financial Services | Banks – Regional | $72.30 | 3.32% | 3.25% | $0.600 | 4 | $2.400 | $0.600 | Sep 15, 2026 | Oct 1, 2026 | $61.07 | $77.20 | 7.6 | 3.5% | 3.1% | 4.3% | 7.3% | 11.8% | 13.4% | $28.85 | 151.0% | 0.0% | 4.7% | 40.6% | $5.17 | 7.1% | — | 23.0% | 5.5% | 12.5x | 0.9x | 4.18 |
CNS | CNS | Contender | Cohen & Steers Inc | Financial Services | Asset Management | $82.73 | 3.24% | 3.37% | $0.670 | 4 | $2.680 | $0.670 | Aug 10, 2026 | Aug 20, 2026 | $58.39 | $86.56 | 2.4 | 7.3% | 5.2% | -0.8% | 4.0% | 19.9% | 13.1% | $16.25 | 409.0% | 0.0% | — | 28.8% | $1.40 | 27.3% | 6.6 | — | — | 25.5x | 7.2x | 2.08 |
ICE | ICE | Contender | Intercontinental Exchange Inc. | Financial Services | Financial Data & Stock Exchanges | $162.33 | 1.28% | 1.23% | $0.520 | 4 | $2.080 | $0.520 | Sep 16, 2026 | Dec 31, 2026 | $121.79 | $177.00 | 11.0 | 7.5% | 7.7% | 9.7% | 12.1% | -5.8% | 13.1% | $35.45 | 358.0% | 0.0% | 7.0% | 38.3% | $9.82 | 14.1% | 1.0 | 40.0% | 8.4% | 22.9x | 3.1x | 2.96 |
NNI | NNI | Contender | Nelnet, Inc. | Financial Services | Credit Services | $127.37 | 1.04% | 0.99% | $0.330 | 4 | $1.320 | $0.330 | Sep 1, 2026 | Sep 15, 2026 | $116.62 | $144.38 | 9.5 | 53.6% | 8.1% | 8.4% | 10.4% | 1.0% | 13.0% | $41.85 | 204.0% | 0.0% | 20.6% | 18.3% | $15.94 | 6.8% | 3.6 | 61.0% | 3.0% | 15.2x | 1.2x | 0.46 |
ESNT | ESNT | Challenger | Essent Group Ltd. | Financial Services | Insurance – Specialty | $68.06 | 1.03% | 1.77% | $0.350 | 2 | $0.700 | $0.350 | Aug 31, 2026 | Sep 10, 2026 | $55.34 | $70.37 | 1.9 | -22.2% | -10.6% | 0.9% | — | 10.9% | 12.8% | $35.85 | 90.0% | 0.0% | 1.5% | 51.5% | $9.28 | 12.0% | 1.8 | 8.0% | 11.0% | 9.5x | 1.1x | 2.42 |
OZK | OZK | Champion | Bank OZK | Financial Services | Banks – Regional | $49.40 | 3.89% | 3.68% | $0.480 | 4 | $1.920 | $0.470 | Jul 13, 2026 | Jul 20, 2026 | $42.37 | $53.66 | 14.6 | 9.4% | 10.5% | 10.7% | 11.8% | 1.5% | 12.7% | $30.30 | 63.0% | 0.0% | 4.2% | 38.8% | $7.94 | 11.3% | — | 7.0% | 10.5% | 8.2x | 0.9x | 2.76 |
FAF | FAF | Contender | First American Corporation (New | Financial Services | Insurance – Specialty | $74.47 | 2.95% | 3.44% | $0.550 | 4 | $2.200 | $0.550 | Jun 8, 2026 | Jun 15, 2026 | $56.20 | $79.87 | 6.8 | 1.9% | 1.9% | 3.9% | 8.0% | 20.1% | 11.3% | $36.05 | 107.0% | 0.0% | 21.6% | 9.3% | $9.83 | 13.9% | 0.4 | 24.0% | 10.9% | 10.3x | 1.4x | 2.98 |
FNF | FNF | Contender | Fidelity National Financial, In | Financial Services | Insurance – Specialty | $47.10 | 4.42% | 3.96% | $0.520 | 4 | $2.080 | $0.520 | Sep 16, 2026 | Sep 30, 2026 | $42.78 | $59.21 | 13.7 | 7.0% | 6.1% | 9.3% | 13.8% | -11.4% | 11.3% | $14.35 | 228.0% | 0.0% | 5.6% | 5.0% | $20.74 | 10.2% | 0.9 | 39.0% | 6.2% | 16.4x | 1.7x | 0.85 |
HTH | HTH | Challenger | Hilltop Holdings Inc. | Financial Services | Financial Conglomerates | $38.34 | 2.30% | 2.12% | $0.220 | 4 | $0.880 | $0.200 | Aug 7, 2026 | Aug 21, 2026 | $30.78 | $40.41 | 14.5 | 12.7% | 8.3% | 12.2% | — | 14.0% | 11.2% | $13.50 | 184.0% | 0.0% | 3.7% | 12.7% | $-1.65 | 7.6% | — | 11.0% | 6.7% | 14.2x | 1.0x | 0.61 |
AGO | AGO | Contender | Assured Guaranty Ltd. | Financial Services | Insurance – Specialty | $75.53 | 1.01% | 1.52% | $0.380 | 2 | $0.760 | $0.380 | Aug 20, 2026 | Sep 3, 2026 | $72.76 | $92.40 | 6.8 | 15.2% | 1.5% | 5.8% | 8.4% | -5.4% | 10.7% | $37.60 | 101.0% | 0.0% | 27.3% | 37.3% | $7.37 | 6.7% | 1.0 | 23.0% | 4.8% | 10.0x | 0.6x | 0.33 |
IBN | IBN | Challenger | ICICI Bank Limited | Financial Services | Banks – Regional | $30.41 | 0.82% | 0.79% | $0.249 | 1 | $0.249 | $0.257 | Aug 3, 2026 | Aug 28, 2026 | $25.08 | $33.03 | 36.6 | -3.1% | 8.5% | 35.8% | 6.3% | -2.6% | 10.7% | $8.10 | 275.0% | 0.0% | -42.2% | 42.9% | $0.00 | 16.1% | — | 37.0% | 9.2% | 18.8x | 2.7x | 0.52 |
PBHC | PBHC | Challenger | Pathfinder Bancorp, Inc. | Financial Services | Banks – Regional | $16.11 | 2.48% | 2.38% | $0.100 | 4 | $0.400 | $0.100 | Jul 17, 2026 | Aug 7, 2026 | $12.06 | $17.40 | 11.5 | 0.0% | 3.6% | 9.0% | 7.2% | 13.7% | 10.4% | — | — | 0.0% | — | — | — | — | — | — | — | 1,611.0x | 0.8x | — |
HLI | HLI | Contender | Houlihan Lokey, Inc. | Financial Services | Capital Markets | $133.02 | 2.10% | 1.69% | $0.700 | 4 | $2.800 | $0.600 | Sep 1, 2026 | Sep 15, 2026 | $112.83 | $211.78 | 14.1 | 8.2% | 5.3% | 12.0% | 18.2% | -31.0% | 10.3% | $29.75 | 347.0% | 0.0% | 9.6% | 16.1% | $9.23 | 17.8% | 1.7 | 18.0% | 14.7% | 22.4x | 4.1x | 0.90 |
LKFN | LKFN | Contender | Lakeland Financial Corporation | Financial Services | Banks – Regional | $59.61 | 3.49% | 3.00% | $0.520 | 4 | $2.080 | $0.520 | Jul 24, 2026 | Aug 5, 2026 | $54.36 | $68.55 | 12.8 | 4.0% | 5.0% | 9.3% | 11.4% | -6.8% | 9.3% | $21.80 | 173.0% | 0.0% | 5.9% | 39.2% | $5.18 | 15.0% | — | 0.0% | 14.5% | 13.7x | 1.9x | 1.44 |
FDBC | FDBC | Contender | Fidelity D & D Bancorp, Inc. | Financial Services | Banks – Regional | $53.70 | 3.20% | 3.38% | $0.430 | 4 | $1.720 | $0.430 | Aug 14, 2026 | Sep 10, 2026 | $39.87 | $56.14 | 10.7 | 7.5% | 6.1% | 7.5% | 7.8% | 31.7% | 9.0% | — | — | 0.0% | — | — | — | — | — | 6.0% | — | 10.2x | 1.2x | — |
SBSI | SBSI | Champion | Southside Bancshares, Inc. | Financial Services | Banks – Regional | $31.88 | 4.64% | 4.65% | $0.370 | 4 | $1.480 | $0.360 | Aug 20, 2026 | Sep 3, 2026 | $26.32 | $36.20 | 6.1 | 0.7% | 0.5% | 1.4% | 3.8% | 11.8% | 8.5% | $12.75 | 150.0% | 0.0% | 2.8% | 26.5% | $4.87 | 9.0% | — | 20.0% | 6.8% | 12.5x | 1.1x | 5.35 |
GCBC | GCBC | Contender | Greene County Bancorp, Inc. | Financial Services | Banks – Regional | $34.86 | 1.26% | 1.22% | $0.110 | 4 | $0.440 | $0.100 | Aug 14, 2026 | Aug 31, 2026 | $21.25 | $36.02 | 12.1 | 10.8% | 12.2% | 10.8% | 8.2% | 49.4% | 8.5% | — | — | 0.0% | — | — | — | — | — | — | — | 14.5x | 2.1x | 1.83 |
FFIN | FFIN | Contender | First Financial Bankshares, Inc | Financial Services | Banks – Regional | $33.39 | 2.64% | 2.01% | $0.220 | 4 | $0.880 | $0.190 | Sep 14, 2026 | Oct 1, 2026 | $28.12 | $37.83 | 10.5 | 8.2% | 4.6% | 7.9% | 9.1% | -5.8% | 8.4% | $9.35 | 257.0% | 0.0% | 17.0% | 39.5% | $2.42 | 14.4% | — | 1.0% | 13.8% | 17.9x | 2.4x | 2.55 |
BANF | BANF | Champion | BancFirst Corporation | Financial Services | Banks – Regional | $110.55 | 1.33% | 1.63% | $0.490 | 3 | $1.470 | $0.490 | Jun 30, 2026 | Jul 15, 2026 | $101.48 | $138.77 | 8.9 | 6.5% | 7.0% | 7.6% | 10.5% | -13.9% | 7.5% | $37.05 | 198.0% | 0.0% | 9.4% | 34.9% | $8.61 | 13.7% | — | 4.0% | 12.8% | 14.9x | 1.9x | 2.09 |
TROW | TROW | Champion | T. Rowe Price Group, Inc. | Financial Services | Asset Management | $110.56 | 4.70% | 4.59% | $1.300 | 4 | $5.200 | $1.300 | Sep 15, 2026 | Sep 29, 2026 | $85.22 | $122.00 | -1.2 | 2.4% | 2.0% | -5.9% | 9.3% | 13.7% | 7.2% | $49.80 | 122.0% | 0.0% | 4.1% | 28.4% | $9.06 | 19.4% | 4.0 | 4.0% | 19.2% | 11.1x | 2.2x | 2.96 |
HLNE | HLNE | Challenger | Hamilton Lane Incorporated | Financial Services | Asset Management | $105.77 | 2.27% | 1.75% | $0.600 | 4 | $2.400 | $0.540 | Sep 21, 2026 | Oct 6, 2026 | $71.88 | $155.66 | 13.8 | 10.4% | 10.5% | 11.5% | — | -28.6% | 7.0% | $32.85 | 222.0% | 0.0% | 6.5% | 16.4% | $8.61 | 32.4% | 4.1 | 28.0% | 10.0% | 16.1x | 4.8x | — |
SPGI | SPGI | King | S&P Global Inc. | Financial Services | Financial Data & Stock Exchanges | $436.35 | 0.89% | 0.82% | $0.970 | 4 | $3.880 | $0.918 | Aug 26, 2026 | Sep 10, 2026 | $361.03 | $522.47 | 6.6 | 3.6% | 3.4% | 5.7% | 10.8% | -14.4% | 6.8% | $82.15 | 431.0% | 0.0% | 7.9% | 30.4% | $19.43 | 14.3% | 1.0 | 29.0% | 10.9% | 26.6x | 4.1x | 2.16 |
AJG | AJG | Contender | Arthur J. Gallagher & Co. | Financial Services | Insurance Brokers | $267.56 | 1.05% | 0.93% | $0.700 | 4 | $2.800 | $0.700 | Sep 8, 2026 | Sep 18, 2026 | $190.75 | $313.55 | 8.8 | 8.0% | 8.4% | 7.7% | 6.1% | -9.7% | 6.4% | $150.50 | 78.0% | 0.0% | 20.6% | 10.0% | $9.55 | 6.7% | 1.1 | 34.0% | 4.4% | 44.5x | 2.9x | 0.86 |
RLI | RLI | King | RLI Corp. | Financial Services | Insurance – Property & Casualty | $64.31 | 13.56% | 4.59% | $2.180 | 4 | $8.720 | $0.160 | Aug 31, 2026 | Sep 15, 2026 | $47.26 | $68.29 | 48.9 | 72.1% | 3.7% | 35.4% | 12.5% | 10.1% | 6.1% | $23.80 | 170.0% | 0.0% | 6.3% | 22.2% | $5.71 | 25.2% | 1.1 | 14.0% | 22.0% | 13.5x | —x | 1.73 |
MSCI | MSCI | Contender | MSCI Inc. | Financial Services | Financial Data & Stock Exchanges | $566.86 | 1.45% | 1.14% | $2.050 | 4 | $8.200 | $2.050 | Aug 14, 2026 | Aug 28, 2026 | $501.08 | $644.77 | 20.1 | 13.6% | 13.8% | 18.7% | 23.8% | 2.7% | 3.2% | $91.30 | 521.0% | 0.0% | 9.8% | 40.7% | $22.40 | — | 0.9 | 1.7% | 35.3% | 31.0x | —x | 2.23 |
AON | AON | Contender | Aon plc | Financial Services | Insurance Brokers | $332.87 | 0.74% | 0.70% | $0.820 | 3 | $2.460 | $0.820 | Aug 3, 2026 | Aug 14, 2026 | $304.59 | $382.34 | -2.6 | -42.3% | -11.3% | -3.3% | 2.7% | -8.4% | 0.8% | $90.65 | 267.0% | 0.0% | 9.5% | 22.3% | $16.65 | 44.7% | 1.0 | 59.0% | 16.4% | 18.4x | 7.4x | 2.97 |
BRO | BRO | Champion | Brown & Brown, Inc. | Financial Services | Insurance Brokers | $73.31 | 0.90% | 0.68% | $0.165 | 4 | $0.660 | $0.165 | Aug 12, 2026 | Aug 19, 2026 | $53.81 | $97.15 | 13.1 | 10.0% | 12.8% | 12.2% | 10.4% | -23.0% | 0.7% | $15.65 | 368.0% | 0.0% | 22.8% | 17.8% | $4.54 | 10.0% | 1.1 | 38.0% | 6.1% | 23.4x | 1.9x | 1.51 |
ERIE | ERIE | Champion | Erie Indemnity Company | Financial Services | Insurance Brokers | $260.40 | 2.25% | 1.80% | $1.463 | 4 | $5.852 | $1.463 | Oct 5, 2026 | Oct 20, 2026 | $204.63 | $355.11 | 1.2 | 7.2% | 7.1% | -1.1% | 7.2% | -23.3% | 0.1% | $55.05 | 373.0% | 0.0% | 7.2% | 14.4% | $15.11 | 24.8% | 1.3 | — | 25.6% | 23.7x | 5.5x | 2.67 |
SIGI | SIGI | Contender | Selective Insurance Group, Inc. | Financial Services | Insurance – Property & Casualty | $92.46 | 1.86% | 1.55% | $0.430 | 4 | $1.720 | $0.430 | Aug 17, 2026 | Sep 1, 2026 | $72.78 | $100.40 | 13.3 | 13.2% | 12.7% | 11.5% | 11.1% | 22.8% | 0.0% | $40.30 | 129.0% | 0.0% | 9.8% | 8.9% | $20.69 | 14.2% | 0.3 | 21.0% | 11.4% | 11.5x | 1.6x | 0.28 |
VRTS | VRTS | Challenger | Virtus Investment Partners, Inc | Financial Services | Asset Management | $167.87 | 5.72% | 4.38% | $2.400 | 4 | $9.600 | $2.400 | Oct 30, 2026 | Nov 13, 2026 | $121.61 | $203.61 | 29.7 | 6.7% | 13.3% | 24.0% | 18.2% | -6.4% | -0.4% | $87.70 | 91.0% | 0.0% | -5.6% | 0.0% | $-6.86 | 10.7% | 2.7 | 75.0% | 0.0% | 9.6x | 1.2x | 0.56 |
MORN | MORN | Contender | Morningstar, Inc. | Financial Services | Financial Data & Stock Exchanges | $217.65 | 0.92% | 0.66% | $0.500 | 4 | $2.000 | $0.500 | Oct 2, 2026 | Jul 31, 2026 | $141.49 | $261.76 | 10.4 | 10.5% | 9.6% | 9.4% | 8.7% | -15.4% | -1.2% | $52.50 | 315.0% | 0.0% | 7.5% | 16.4% | $17.24 | 32.0% | 1.1 | 64.0% | 15.8% | 20.7x | 8.0x | 2.31 |
KNSL | KNSL | Challenger | Kinsale Capital Group, Inc. | Financial Services | Insurance – Property & Casualty | $375.40 | 0.27% | 0.17% | $0.250 | 4 | $1.000 | $0.250 | Aug 28, 2026 | Sep 14, 2026 | $287.20 | $485.00 | 17.2 | 39.4% | 18.7% | 17.0% | — | -17.5% | -1.7% | $123.15 | 205.0% | 0.0% | 18.0% | 28.5% | $45.47 | 30.3% | 0.2 | 8.0% | 26.7% | 15.2x | 4.2x | 1.23 |
FINV | FINV | Challenger | FinVolution Group | Financial Services | Credit Services | $3.59 | 8.52% | 5.80% | $0.306 | 1 | $0.306 | $0.277 | Apr 16, 2026 | May 7, 2026 | $3.36 | $8.29 | 21.0 | 10.5% | 12.5% | 12.5% | — | -49.8% | -3.5% | — | — | 0.0% | 3.9% | — | — | — | 7.5 | 7.0% | 9.8% | 3.3x | 0.4x | 0.30 |
VALU | VALU | Contender | Value Line, Inc. | Financial Services | Financial Data & Stock Exchanges | $36.63 | 3.82% | 2.62% | $0.350 | 4 | $1.400 | $0.350 | Jul 27, 2026 | Aug 11, 2026 | $32.00 | $41.18 | 13.3 | 8.0% | 8.4% | 9.4% | 7.4% | 3.8% | -7.9% | — | — | 0.0% | — | — | — | — | 3.9 | 1.0% | 0.0% | 15.9x | 3.2x | — |
FDS | FDS | Champion | FactSet Research Systems Inc. | Financial Services | Financial Data & Stock Exchanges | $308.98 | 1.50% | 0.97% | $1.160 | 4 | $4.640 | $1.100 | Aug 31, 2026 | Sep 17, 2026 | $185.00 | $377.07 | 2.6 | -21.5% | -3.5% | 1.1% | 6.0% | -15.2% | -9.6% | $75.85 | 307.0% | 0.0% | 5.4% | 23.2% | $23.33 | 27.0% | 0.7 | 34.0% | 16.0% | 20.4x | 5.4x | 1.33 |
MKTX | MKTX | Contender | MarketAxess Holdings, Inc. | Financial Services | Capital Markets | $162.72 | 1.92% | 1.30% | $0.780 | 4 | $3.120 | $0.780 | Aug 19, 2026 | Sep 2, 2026 | $108.75 | $195.97 | 5.7 | 2.6% | 2.7% | 3.7% | 12.2% | -8.1% | -10.3% | $42.30 | 285.0% | 0.0% | 3.6% | 35.2% | $5.69 | 23.1% | 7.5 | 13.0% | 21.2% | 19.2x | 4.6x | 1.36 |
AMSF | AMSF | Contender | AMERISAFE, Inc. | Financial Services | Insurance – Specialty | $26.25 | 6.25% | 9.16% | $0.410 | 4 | $1.640 | $0.410 | Sep 11, 2026 | Sep 25, 2026 | $25.65 | $47.86 | -4.6 | -42.5% | -21.1% | -10.9% | -3.4% | -33.0% | -10.5% | $12.40 | 112.0% | 0.0% | 2.7% | 14.0% | $1.10 | 18.2% | 2.0 | — | 18.4% | 10.6x | 2.0x | 1.81 |
SAMG | SAMG | Challenger | Silvercrest Asset Management Gr | Financial Services | Asset Management | $10.08 | 8.33% | 4.70% | $0.210 | 4 | $0.840 | $0.210 | Sep 11, 2026 | Sep 18, 2026 | $9.57 | $16.56 | 13.9 | 5.0% | 5.3% | 5.6% | 5.8% | -29.2% | -12.9% | $0.70 | 1,340.0% | 0.0% | 1.4% | 1.3% | $1.63 | 2.2% | 1.3 | 28.0% | 1.7% | 72.0x | 1.7x | 0.61 |
WD | WD | Challenger | Walker & Dunlop, Inc | Financial Services | Mortgage Finance | $40.93 | 6.65% | 3.44% | $0.680 | 4 | $2.720 | $0.680 | Aug 20, 2026 | Sep 3, 2026 | $39.01 | $90.00 | 14.5 | 1.9% | 2.9% | 7.8% | — | -45.7% | -16.9% | $5.60 | 631.0% | 0.0% | 9.0% | 2.9% | $-3.47 | 2.4% | 1.6 | 56.0% | 0.9% | 36.5x | 0.8x | 1.09 |
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| FSFG | Contender | First Savings Financial Group, | Financial Services | Banks – Regional | $33.14 | 1.93% | 2.71% | $0.160 | 4 | $0.640 | $0.160 | Dec 15, 2025 | Dec 31, 2025 | $21.63 | $34.10 | 17.8 | -21.3% | -3.2% | 15.9% | 11.4% | — | — | $83.00 | -59.0% | — | 8.9% | 34.7% | $11.28 | 12.5% | — | 71.0% | 4.6% | 10.2x | 1.2x | — |
