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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAN | SAN | Challenger | Banco Santander, S.A. Sponsored | Financial Services | Banks – Diversified | $13.66 | 1.08% | 3.34% | $0.147 | 1 | $0.147 | $0.124 | May 4, 2026 | May 8, 2026 | $7.86 | $13.78 | 35.9 | -37.7% | 7.3% | 34.8% | -4.2% | 72.4% | 64.3% | $5.15 | 165.0% | 0.0% | 0.3% | 26.1% | $-1.07 | 12.9% | — | 76.0% | 3.9% | 13.3x | 1.7x | 3.75 |
BBVA | BBVA | Challenger | Banco Bilbao Vizcaya Argentaria | Financial Services | Banks – Diversified | $24.48 | 5.78% | 6.75% | $0.708 | 2 | $1.416 | $0.369 | Apr 9, 2026 | Apr 27, 2026 | $14.63 | $26.20 | 78.0 | 37.7% | 33.8% | 72.3% | 10.1% | 79.8% | 60.6% | $10.55 | 132.0% | 0.0% | 4.1% | 28.0% | $0.91 | 19.0% | — | 61.0% | 7.6% | 11.6x | 2.2x | 2.11 |
GS | GS | Contender | Goldman Sachs Group, Inc. (The) | Financial Services | Capital Markets | $1,099.40 | 1.64% | 2.33% | $4.500 | 4 | $18.000 | $4.500 | Jun 1, 2026 | Jun 29, 2026 | $630.01 | $1,125.00 | 29.4 | 41.7% | 19.3% | 27.7% | 20.7% | 77.7% | 55.3% | $273.60 | 302.0% | 0.0% | 8.9% | 28.3% | $-134.88 | 14.6% | 1.5 | 75.0% | 4.2% | 20.1x | 3.1x | 1.69 |
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 |
EVR | EVR | Contender | Evercore Inc. | Financial Services | Capital Markets | $371.72 | 0.96% | 1.65% | $0.890 | 4 | $3.560 | $0.840 | May 29, 2026 | Jun 12, 2026 | $246.27 | $388.71 | 7.5 | 5.2% | 5.3% | 6.6% | 10.9% | 55.0% | 48.7% | $88.85 | 318.0% | 0.0% | 29.4% | 16.3% | $40.85 | 42.2% | 2.2 | 37.0% | 26.8% | 20.9x | 8.1x | 1.71 |
VCTR | VCTR | Challenger | Victory Capital Holdings, Inc. | Financial Services | Asset Management | $88.31 | 2.26% | 3.16% | $0.500 | 4 | $2.000 | $0.490 | Jun 10, 2026 | Jun 25, 2026 | $57.03 | $90.19 | 44.4 | 8.8% | 20.0% | 42.1% | — | 49.3% | 46.7% | $22.25 | 297.0% | 0.0% | 46.2% | 25.8% | $6.80 | 21.7% | 1.8 | 30.0% | 11.2% | 19.8x | 2.3x | 2.49 |
FUNC | FUNC | Challenger | First | Financial Services | Banks – Regional | $42.54 | 2.44% | 3.26% | $0.260 | 4 | $1.040 | $0.260 | Jul 20, 2026 | Aug 3, 2026 | $28.00 | $42.83 | 15.6 | 16.3% | 13.7% | 13.1% | — | 57.8% | 46.0% | $19.50 | 118.0% | 0.0% | 11.1% | 27.8% | $4.08 | 13.1% | — | 13.0% | 8.8% | 10.9x | 1.3x | 0.33 |
MS | MS | Contender | Morgan Stanley | Financial Services | Capital Markets | $226.29 | 1.77% | 3.11% | $1.000 | 4 | $4.000 | $1.000 | Apr 30, 2026 | May 15, 2026 | $130.90 | $230.47 | 25.1 | 8.1% | 8.9% | 23.4% | 20.9% | 77.7% | 44.2% | $55.25 | 310.0% | 0.0% | 14.4% | 23.8% | $-0.64 | 16.4% | 2.0 | 78.0% | 3.9% | 20.5x | 3.4x | 2.68 |
BOTJ | BOTJ | Challenger | Bank of the James Financial Gro | Financial Services | Banks – Regional | $24.55 | 1.63% | 2.54% | $0.100 | 4 | $0.400 | $0.100 | May 22, 2026 | Jun 5, 2026 | $13.00 | $29.79 | 11.1 | 0.0% | 8.9% | 9.5% | 6.2% | 80.4% | 43.8% | $12.05 | 104.0% | 0.0% | — | 21.6% | $3.44 | 14.6% | — | 10.0% | — | 10.2x | 1.4x | — |
NRIM | NRIM | Contender | Northrim BanCorp Inc | Financial Services | Banks – Regional | $25.21 | 2.54% | 3.73% | $0.160 | 4 | $0.640 | $0.160 | Jun 11, 2026 | Jun 18, 2026 | $19.60 | $30.82 | 14.7 | 1.6% | 5.2% | 12.2% | 12.9% | 22.5% | 42.4% | $14.40 | 75.0% | 0.0% | 35.8% | 38.6% | $6.74 | 21.1% | — | 22.0% | 16.7% | 8.8x | 1.7x | 1.52 |
EWBC | EWBC | Challenger | East West Bancorp, Inc. | Financial Services | Banks – Regional | $126.81 | 2.52% | 2.50% | $0.800 | 4 | $3.200 | $0.800 | May 4, 2026 | May 18, 2026 | $92.67 | $136.00 | 20.8 | 21.7% | 16.7% | 18.3% | 13.3% | 39.8% | 41.5% | $50.05 | 153.0% | 0.0% | 12.4% | 46.8% | $12.06 | 16.5% | — | 25.0% | 11.8% | 12.7x | 1.9x | 5.58 |
ZION | ZION | Contender | Zions Bancorporation N.A. | Financial Services | Banks – Regional | $66.17 | 2.72% | 3.34% | $0.450 | 4 | $1.800 | $0.450 | May 14, 2026 | May 21, 2026 | $46.19 | $67.99 | 8.5 | 5.9% | 3.2% | 5.8% | 22.3% | 44.4% | 41.1% | $32.20 | 105.0% | 0.0% | 8.1% | 27.5% | $8.95 | 14.1% | — | 21.0% | 11.4% | 10.3x | 1.4x | 4.56 |
FISI | FISI | Challenger | Financial Institutions, Inc. | Financial Services | Banks – Regional | $37.36 | 3.43% | 5.01% | $0.320 | 4 | $1.280 | $0.320 | Jun 12, 2026 | Jul 2, 2026 | $24.50 | $38.47 | 6.9 | 3.3% | 2.2% | 3.5% | 4.6% | 63.4% | 40.7% | $19.20 | 95.0% | 0.0% | 12.9% | 31.0% | $1.65 | 12.9% | — | 15.0% | 10.2% | 9.7x | 1.2x | 1.41 |
ISTR | ISTR | Contender | Investar Holding Corporation | Financial Services | Banks – Regional | $29.84 | 1.11% | 1.98% | $0.110 | 3 | $0.330 | $0.110 | Mar 31, 2026 | Jul 31, 2026 | $18.28 | $31.77 | 12.2 | 6.0% | 5.5% | 11.1% | 29.2% | 68.5% | 39.9% | $11.35 | 163.0% | 0.0% | 10.0% | 25.7% | $1.72 | 8.6% | — | 31.0% | 6.5% | 13.2x | 1.1x | 2.93 |
STT | STT | Contender | State Street Corporation | Financial Services | Asset Management | $168.31 | 2.00% | 3.00% | $0.840 | 4 | $3.360 | $0.840 | Jul 1, 2026 | Jul 13, 2026 | $99.00 | $174.66 | 11.5 | 10.4% | 10.1% | 9.5% | 9.2% | 77.1% | 37.9% | $49.25 | 242.0% | 0.0% | 7.3% | 19.5% | $-9.54 | 11.3% | — | 51.0% | 5.7% | 17.1x | 1.9x | 1.13 |
PEBK | PEBK | Challenger | Peoples Bancorp of North Caroli | Financial Services | Banks – Regional | $42.61 | 2.46% | 3.12% | $0.210 | 5 | $1.050 | $0.210 | Jun 3, 2026 | Jun 15, 2026 | $26.81 | $45.78 | 12.3 | 5.3% | 3.6% | 9.8% | 12.3% | 61.0% | 37.6% | — | — | 0.0% | 1.5% | — | — | — | — | 11.0% | 0.0% | 11.7x | 1.4x | — |
CZWI | CZWI | Challenger | Citizens Community Bancorp, Inc | Financial Services | Banks – Regional | $21.34 | 0.49% | 2.09% | $0.105 | 1 | $0.105 | $0.105 | May 8, 2026 | May 22, 2026 | $12.83 | $22.62 | -1.3 | -41.7% | -10.2% | -1.8% | 5.8% | 65.1% | 37.1% | $7.70 | 177.0% | 0.0% | 10.2% | 23.3% | $1.46 | 8.1% | — | 21.0% | 6.2% | 13.9x | 1.7x | 0.64 |
JPM | JPM | Contender | JP Morgan Chase & Co. | Financial Services | Banks – Diversified | $328.94 | 1.82% | 2.41% | $1.500 | 4 | $6.000 | $1.500 | Jul 6, 2026 | Jul 31, 2026 | $272.11 | $338.09 | 12.2 | 16.8% | 13.8% | 10.4% | 12.9% | 24.1% | 37.0% | $104.40 | 215.0% | 0.0% | 2.8% | 30.8% | $-40.20 | 16.5% | — | 57.0% | 7.4% | 15.8x | 2.6x | 1.73 |
UNTY | UNTY | Contender | Unity Bancorp, Inc. | Financial Services | Banks – Regional | $55.43 | 1.15% | 1.42% | $0.160 | 4 | $0.640 | $0.160 | Jun 4, 2026 | Jun 18, 2026 | $43.41 | $57.82 | 14.6 | 14.8% | 10.5% | 13.4% | 15.6% | 29.5% | 36.8% | $29.75 | 86.0% | 0.0% | 23.1% | 44.6% | $4.18 | 18.3% | — | 42.0% | 9.7% | 9.3x | 1.6x | 0.99 |
MFC | MFC | Contender | Manulife Financial Corporation | Financial Services | Insurance – Life | $40.88 | 1.72% | 4.29% | $0.352 | 2 | $0.704 | $0.354 | May 29, 2026 | Jun 19, 2026 | $29.70 | $41.43 | -2.6 | -41.3% | -12.1% | -4.3% | 2.8% | 38.2% | 36.0% | $12.40 | 230.0% | 0.0% | 14.4% | 20.0% | $17.27 | 12.6% | 30.1 | 23.0% | 10.7% | 16.5x | 2.0x | 0.78 |
BKU | BKU | Challenger | BankUnited, Inc. | Financial Services | Banks – Regional | $47.54 | 2.78% | 3.26% | $0.330 | 4 | $1.320 | $0.310 | Apr 10, 2026 | Apr 30, 2026 | $33.33 | $52.11 | 9.3 | 6.8% | 7.3% | 6.5% | 4.1% | 48.8% | 35.7% | $17.90 | 166.0% | 0.0% | 7.9% | 24.0% | $4.96 | 9.2% | — | 41.0% | 5.0% | 13.3x | 1.2x | 0.27 |
WAL | WAL | Challenger | Western Alliance Bancorporation | Financial Services | Banks – Regional | $80.41 | 2.09% | 2.01% | $0.420 | 4 | $1.680 | $0.420 | May 14, 2026 | May 29, 2026 | $65.82 | $97.23 | 12.5 | 8.6% | 4.4% | 10.4% | — | 14.0% | 35.2% | $42.95 | 87.0% | 0.0% | 12.1% | 24.8% | $-14.03 | 13.0% | — | 24.0% | 9.2% | 9.4x | 1.2x | 1.47 |
CNO | CNO | Contender | CNO Financial Group, Inc. | Financial Services | Insurance – Life | $50.83 | 1.42% | 2.00% | $0.180 | 4 | $0.720 | $0.170 | Jun 10, 2026 | Jun 24, 2026 | $35.24 | $51.77 | 8.5 | 6.2% | 6.6% | 7.1% | 9.1% | 39.6% | 34.5% | $12.40 | 310.0% | 0.0% | 0.9% | 5.4% | $7.37 | 9.8% | 2.4 | 63.0% | 3.7% | 20.5x | 1.9x | 1.29 |
THFF | THFF | Champion | First Financial Corporation | Financial Services | Banks – Regional | $74.98 | 2.99% | 3.47% | $0.560 | 4 | $2.240 | $0.560 | Apr 1, 2026 | Apr 15, 2026 | $49.72 | $75.50 | 35.2 | 11.5% | 18.7% | 32.2% | 15.9% | 56.2% | 34.5% | $34.00 | 121.0% | 0.0% | 22.8% | 29.5% | $7.73 | 13.1% | — | 24.0% | 10.1% | 11.0x | 1.4x | 9.51 |
HWBK | HWBK | Contender | Hawthorn Bancshares, Inc. | Financial Services | Banks – Regional | $39.14 | 2.15% | 2.79% | $0.210 | 4 | $0.840 | $0.210 | Jun 15, 2026 | Jul 1, 2026 | $27.07 | $39.37 | 13.0 | 6.5% | 7.5% | 10.8% | 16.5% | 42.2% | 34.3% | $17.55 | 123.0% | 0.0% | -3.1% | 0.0% | $4.23 | 14.7% | — | 46.0% | 0.0% | 11.2x | 1.5x | — |
FITB | FITB | Contender | Fifth Third Bancorp | Financial Services | Banks – Regional | $53.48 | 2.24% | 3.56% | $0.400 | 3 | $1.200 | $0.400 | Jun 30, 2026 | Jul 15, 2026 | $39.09 | $55.44 | 10.0 | 7.5% | 6.8% | 7.8% | 11.7% | 45.0% | 34.2% | $14.85 | 260.0% | 0.0% | 6.3% | 20.8% | $2.40 | 8.0% | — | 37.0% | 5.4% | 18.0x | 1.5x | 1.92 |
CBAN | CBAN | Challenger | Colony Bankcorp, Inc. | Financial Services | Banks – Regional | $20.56 | 2.33% | 3.07% | $0.120 | 4 | $0.480 | $0.120 | May 6, 2026 | May 20, 2026 | $15.01 | $21.61 | 5.3 | 3.1% | 2.5% | 3.0% | — | 41.5% | 34.1% | $8.00 | 157.0% | 0.0% | 16.0% | 20.8% | $1.45 | 8.9% | — | 40.0% | 5.3% | 12.9x | 1.1x | 2.11 |
WTFC | WTFC | Contender | Wintrust Financial Corporation | Financial Services | Banks – Regional | $154.11 | 1.43% | 1.56% | $0.550 | 4 | $2.200 | $0.550 | May 14, 2026 | May 28, 2026 | $119.07 | $162.96 | 13.6 | 10.5% | 12.4% | 12.2% | 16.4% | 31.7% | 33.9% | $59.65 | 158.0% | 0.0% | 11.2% | 29.0% | $25.47 | 12.3% | — | 37.0% | 7.4% | 12.9x | 1.5x | 1.17 |
RY | RY | Contender | Royal Bank Of Canada | Financial Services | Banks – Diversified | $202.00 | 1.78% | 3.25% | $1.200 | 3 | $3.600 | $1.132 | Jul 27, 2026 | Aug 24, 2026 | $126.02 | $202.90 | -5.1 | -43.8% | -15.7% | -6.9% | -0.2% | 63.0% | 33.6% | $54.95 | 268.0% | 0.0% | 16.2% | 31.0% | $-44.16 | 16.2% | — | 74.0% | 4.5% | 18.4x | 3.0x | 2.53 |
HTB | HTB | Challenger | HomeTrust Bancshares, Inc. | Financial Services | Banks – Regional | $48.45 | 1.24% | 1.34% | $0.150 | 4 | $0.600 | $0.130 | May 14, 2026 | May 28, 2026 | $35.54 | $48.63 | 12.6 | 12.8% | 10.8% | 11.3% | — | 38.8% | 33.3% | $96.75 | -50.0% | 0.0% | 5.4% | 30.7% | $5.28 | 11.5% | — | 2.0% | 11.2% | 12.5x | 1.4x | 5.07 |
FBP | FBP | Challenger | First BanCorp. New | Financial Services | Banks – Regional | $25.20 | 2.38% | 3.22% | $0.200 | 3 | $0.600 | $0.200 | May 28, 2026 | Jun 12, 2026 | $19.16 | $25.86 | 21.7 | -14.7% | 3.7% | 19.3% | — | 35.0% | 32.7% | $11.25 | 124.0% | 0.0% | 6.7% | 35.3% | $2.98 | 19.0% | — | 9.0% | 16.4% | 11.2x | 2.0x | 4.15 |
ORRF | ORRF | Contender | Orrstown Financial Services, In | Financial Services | Banks – Regional | $39.03 | 3.07% | 3.08% | $0.300 | 4 | $1.200 | $0.300 | May 5, 2026 | May 12, 2026 | $30.08 | $40.72 | 13.3 | 16.3% | 13.5% | 10.2% | 13.5% | 39.0% | 31.9% | $21.90 | 78.0% | 0.0% | 28.8% | 41.8% | $4.55 | 14.9% | — | 29.0% | 10.2% | 8.9x | 1.3x | 6.28 |
BAC | BAC | Contender | Bank of America Corporation | Financial Services | Banks – Diversified | $57.51 | 1.95% | 2.37% | $0.280 | 4 | $1.120 | $0.280 | Jun 5, 2026 | Jun 26, 2026 | $44.75 | $57.98 | 11.2 | 7.7% | 8.4% | 9.2% | 18.8% | 31.7% | 31.2% | $20.15 | 185.0% | 0.0% | 11.0% | 26.8% | $7.97 | 10.6% | — | 52.0% | 5.2% | 14.3x | 1.5x | 1.00 |
IBCP | IBCP | Contender | Independent Bank Corporation | Financial Services | Banks – Regional | $34.31 | 3.26% | 3.67% | $0.280 | 4 | $1.120 | $0.280 | May 4, 2026 | May 14, 2026 | $29.63 | $39.17 | 8.9 | 8.0% | 6.3% | 5.7% | 13.7% | 20.4% | 31.0% | $16.70 | 105.0% | 0.0% | 8.3% | 38.1% | $2.34 | 14.3% | — | 12.0% | 11.7% | 10.3x | 1.4x | 1.40 |
FBIZ | FBIZ | Contender | First Business Financial Servic | Financial Services | Banks – Regional | $60.34 | 2.25% | 2.35% | $0.340 | 4 | $1.360 | $0.340 | May 6, 2026 | Jun 15, 2026 | $45.90 | $61.30 | 15.1 | 16.7% | 13.9% | 12.8% | 10.6% | 33.8% | 30.9% | $30.15 | 100.0% | 0.0% | 9.7% | 29.4% | $6.39 | 14.3% | — | 46.0% | 8.0% | 10.0x | 1.4x | 1.24 |
UMBF | UMBF | Champion | UMB Financial Corporation | Financial Services | Banks – Regional | $135.37 | 1.27% | 1.58% | $0.430 | 4 | $1.720 | $0.430 | Jun 10, 2026 | Jul 1, 2026 | $98.16 | $136.11 | 7.2 | 6.3% | 3.8% | 5.9% | 5.7% | 38.0% | 30.9% | $57.15 | 137.0% | 0.0% | 62.3% | 30.2% | $13.49 | 12.1% | — | 3.0% | 11.4% | 11.8x | 1.4x | 2.54 |
ALL | ALL | Contender | Allstate Corporation (The) | Financial Services | Insurance – Property & Casualty | $221.17 | 1.95% | 2.24% | $1.080 | 4 | $4.320 | $1.080 | Jun 1, 2026 | Jul 1, 2026 | $188.08 | $227.62 | 11.0 | 8.3% | 6.1% | 9.0% | 12.7% | 17.7% | 30.6% | $226.05 | -2.0% | 0.0% | 5.6% | 17.6% | $45.48 | 45.2% | 0.4 | 20.0% | 35.3% | 4.9x | 1.9x | 2.65 |
MBWM | MBWM | Contender | Mercantile Bank Corporation | Financial Services | Banks – Regional | $53.75 | 2.90% | 3.45% | $0.390 | 4 | $1.560 | $0.390 | Jun 5, 2026 | Jun 17, 2026 | $42.75 | $55.77 | 9.1 | 5.5% | 5.8% | 6.2% | 9.5% | 30.0% | 30.5% | $27.90 | 93.0% | 0.0% | 4.8% | 36.3% | $2.85 | 13.7% | — | 35.0% | 8.3% | 9.6x | 1.3x | 1.63 |
CNOB | CNOB | Challenger | ConnectOne Bancorp, Inc. | Financial Services | Banks – Regional | $32.45 | 2.40% | 2.76% | $0.195 | 4 | $0.780 | $0.180 | May 15, 2026 | Jun 1, 2026 | $21.79 | $33.12 | 16.5 | 2.1% | 5.0% | 14.1% | 9.4% | 55.2% | 30.5% | $9.30 | 249.0% | 0.0% | 51.5% | 21.9% | $2.12 | 6.9% | — | 15.0% | 5.4% | 17.5x | 1.1x | 1.52 |
HBCP | HBCP | Contender | Home Bancorp, Inc. | Financial Services | Banks – Regional | $66.28 | 1.87% | 2.29% | $0.310 | 4 | $1.240 | $0.310 | May 4, 2026 | May 15, 2026 | $49.49 | $68.65 | 8.4 | 16.2% | 7.9% | 6.5% | 13.3% | 39.4% | 30.1% | $29.75 | 123.0% | 0.0% | 10.8% | 34.2% | $7.49 | 11.0% | — | 11.0% | 9.5% | 11.1x | 1.2x | 2.14 |
PNC | PNC | Contender | PNC Financial Services Group, I | Financial Services | Banks – Regional | $234.52 | 2.90% | 3.64% | $1.700 | 4 | $6.800 | $1.700 | Apr 14, 2026 | May 5, 2026 | $176.17 | $243.94 | 11.0 | 6.3% | 4.3% | 8.1% | 12.8% | 40.6% | 29.9% | $86.10 | 172.0% | 0.0% | 7.2% | 28.8% | $16.99 | 12.1% | — | 51.0% | 5.6% | 13.6x | 1.6x | 1.84 |
MTB | MTB | Challenger | M&T Bank Corporation | Financial Services | Banks – Regional | $227.93 | 2.63% | 3.05% | $1.500 | 4 | $6.000 | $1.500 | Jun 1, 2026 | Jun 30, 2026 | $174.76 | $239.00 | 9.0 | 11.1% | 6.3% | 6.4% | 7.9% | 30.2% | 29.9% | $89.05 | 156.0% | 0.0% | 4.4% | 28.2% | $23.08 | 10.3% | — | 30.0% | 7.3% | 12.8x | 1.3x | 1.45 |
FULT | FULT | Contender | Fulton Financial Corporation | Financial Services | Banks – Regional | $22.90 | 2.49% | 3.82% | $0.190 | 3 | $0.570 | $0.190 | Jul 1, 2026 | Jul 15, 2026 | $16.60 | $23.66 | 7.8 | 5.7% | 3.9% | 5.4% | 6.9% | 43.5% | 29.6% | $10.50 | 118.0% | 0.0% | 6.2% | 28.9% | $2.19 | 11.6% | — | 27.0% | 8.5% | 10.9x | 1.2x | 1.54 |
USB | USB | Contender | U.S. Bancorp | Financial Services | Banks – Regional | $58.75 | 2.66% | 4.21% | $0.520 | 3 | $1.560 | $0.520 | Jun 30, 2026 | Jul 15, 2026 | $42.93 | $61.19 | 6.8 | 3.5% | 2.7% | 4.2% | 7.3% | 46.4% | 29.5% | $23.85 | 146.0% | 0.0% | 4.8% | 25.6% | $6.17 | 12.4% | — | 51.0% | 6.2% | 12.3x | 1.6x | 2.13 |
MCBS | MCBS | Challenger | MetroCity Bankshares, Inc. | Financial Services | Banks – Regional | $34.02 | 3.41% | 3.15% | $0.290 | 4 | $1.160 | $0.250 | Apr 29, 2026 | May 8, 2026 | $24.53 | $35.30 | 25.7 | 16.9% | 16.4% | 22.3% | — | 34.1% | 29.4% | $13.90 | 145.0% | 0.0% | 10.2% | 43.9% | $2.50 | 15.2% | — | 44.0% | 8.1% | 12.2x | 1.8x | 20.06 |
ORI | ORI | Champion | Old Republic International Corp | Financial Services | Insurance – Property & Casualty | $39.35 | 4.00% | 7.08% | $0.315 | 5 | $1.575 | $0.315 | Jun 5, 2026 | Jun 15, 2026 | $35.60 | $46.76 | 18.8 | 19.3% | 23.9% | 14.8% | 17.4% | 25.8% | 29.3% | $20.30 | 94.0% | 0.0% | 9.7% | 11.0% | $4.98 | 17.3% | 0.2 | 21.0% | 13.3% | 9.7x | 1.6x | 1.39 |
AIZ | AIZ | Contender | Assurant, Inc. | Financial Services | Insurance – Property & Casualty | $260.99 | 1.35% | 1.57% | $0.880 | 4 | $3.520 | $0.880 | Jun 8, 2026 | Jun 29, 2026 | $183.39 | $261.10 | 7.0 | 10.3% | 7.4% | 5.7% | 6.7% | 35.5% | 29.2% | $97.60 | 167.0% | 0.0% | 7.9% | 7.6% | $33.94 | 18.0% | 0.4 | 27.0% | 12.7% | 13.4x | 2.2x | 2.16 |
ASB | ASB | Contender | Associated Banc-Corp | Financial Services | Banks – Regional | $29.52 | 3.25% | 3.86% | $0.240 | 4 | $0.960 | $0.240 | Jun 1, 2026 | Jun 15, 2026 | $22.89 | $29.96 | 9.0 | 4.4% | 4.6% | 5.7% | 8.2% | 36.8% | 29.1% | $14.40 | 105.0% | 0.0% | 43.3% | 31.5% | $3.46 | 10.2% | — | 17.0% | 8.4% | 10.3x | 1.0x | 1.78 |
UNM | UNM | Contender | Unum Group | Financial Services | Insurance – Life | $89.98 | 2.04% | 2.82% | $0.460 | 4 | $1.840 | $0.460 | Apr 24, 2026 | May 15, 2026 | $68.28 | $93.22 | 12.1 | 9.5% | 11.7% | 10.0% | 9.5% | 18.6% | 29.1% | $23.10 | 290.0% | 0.0% | 2.0% | 5.9% | $4.22 | 7.1% | 18.4 | 26.0% | 5.3% | 19.5x | 1.3x | 1.03 |
AROW | AROW | Champion | Arrow Financial Corporation | Financial Services | Banks – Regional | $39.86 | 3.01% | 3.92% | $0.300 | 4 | $1.200 | $0.300 | May 12, 2026 | May 26, 2026 | $24.57 | $39.90 | 6.2 | 6.3% | 3.2% | 3.2% | 2.9% | 68.2% | 28.7% | $15.45 | 158.0% | 0.0% | 15.5% | 29.9% | $2.81 | 12.1% | — | 6.0% | 11.2% | 12.9x | 1.5x | 2.84 |
PFBC | PFBC | Challenger | Preferred Bank | Financial Services | Banks – Regional | $99.56 | 3.21% | 3.24% | $0.800 | 4 | $3.200 | $0.800 | Jul 7, 2026 | Apr 21, 2026 | $81.50 | $103.05 | 22.6 | 6.9% | 16.5% | 19.4% | 19.1% | 30.5% | 28.4% | $53.50 | 86.0% | 0.0% | 1.5% | 45.9% | $14.28 | 17.4% | — | 33.0% | 11.7% | 9.3x | 1.5x | 0.94 |
CTBI | CTBI | Champion | Community Trust Bancorp, Inc. | Financial Services | Banks – Regional | $71.18 | 2.98% | 3.72% | $0.530 | 4 | $2.120 | $0.530 | Jun 15, 2026 | Jul 1, 2026 | $49.61 | $71.28 | 3.6 | -15.4% | -3.3% | 0.6% | 2.5% | 47.9% | 28.1% | $28.55 | 149.0% | 0.0% | 13.7% | 35.4% | $5.94 | 12.5% | — | 8.0% | 11.2% | 12.5x | 1.5x | 1.03 |
PCB | PCB | Challenger | PCB Bancorp | Financial Services | Banks – Regional | $26.88 | 3.27% | 3.73% | $0.220 | 4 | $0.880 | $0.220 | May 8, 2026 | May 15, 2026 | $19.69 | $27.02 | 19.3 | 10.5% | 10.1% | 16.0% | — | 45.6% | 27.8% | $13.95 | 93.0% | 0.0% | 16.1% | 33.6% | $3.16 | 10.5% | — | 17.0% | 10.9% | 9.6x | 1.2x | 1.58 |
SFBS | SFBS | Contender | ServisFirst Bancshares, Inc. | Financial Services | Banks – Regional | $80.46 | 1.89% | 1.52% | $0.380 | 4 | $1.520 | $0.380 | Jul 1, 2026 | Jul 10, 2026 | $67.20 | $90.64 | 15.7 | 12.6% | 11.9% | 13.8% | 27.1% | 14.4% | 27.6% | $29.10 | 176.0% | 0.0% | 16.8% | 50.3% | $6.90 | 16.6% | — | 2.0% | 15.9% | 13.8x | 2.3x | 1.14 |
BSVN | BSVN | Challenger | Bank7 Corp. | Financial Services | Banks – Regional | $45.65 | 2.37% | 2.41% | $0.270 | 4 | $1.080 | $0.270 | Jun 18, 2026 | Jul 7, 2026 | $38.29 | $50.10 | 23.2 | 12.5% | 21.6% | 20.8% | — | 24.0% | 27.4% | $23.35 | 96.0% | 0.0% | -1.1% | 44.8% | $5.44 | 18.6% | — | — | 18.2% | 9.8x | 1.7x | 4.07 |
SF | SF | Challenger | Stifel Financial Corporation | Financial Services | Capital Markets | $74.49 | 1.83% | 1.81% | $0.340 | 4 | $1.360 | $0.340 | Jun 1, 2026 | Jun 15, 2026 | $64.36 | $89.83 | 31.6 | 10.2% | 13.7% | 29.8% | — | 18.8% | 27.3% | $25.65 | 190.0% | 0.0% | 11.3% | 14.7% | $6.43 | 15.3% | 0.9 | 22.0% | 12.7% | 14.5x | 2.2x | 0.96 |
CFBK | CFBK | Challenger | CF Bankshares Inc. | Financial Services | Banks – Regional | $30.00 | 1.20% | 1.10% | $0.090 | 4 | $0.360 | $0.090 | Apr 13, 2026 | Apr 21, 2026 | $22.10 | $34.34 | 31.7 | 25.9% | 17.4% | 30.5% | — | 31.9% | 27.0% | $13.90 | 116.0% | 0.0% | 17.6% | 28.5% | $3.30 | 10.0% | — | 39.0% | 5.8% | 10.8x | 1.0x | 0.67 |
INDB | INDB | Contender | Independent Bank Corp. | Financial Services | Banks – Regional | $81.05 | 3.16% | 3.18% | $0.640 | 4 | $2.560 | $0.590 | Mar 30, 2026 | Apr 9, 2026 | $57.01 | $87.00 | 8.5 | 4.8% | 4.4% | 5.3% | 8.5% | 41.4% | 26.8% | $25.15 | 222.0% | 0.0% | 24.3% | 25.8% | $7.36 | 7.3% | — | 16.0% | 5.8% | 16.1x | 1.1x | 11.00 |
FMBH | FMBH | Contender | First Mid Bancshares, Inc. | Financial Services | Banks – Regional | $45.86 | 2.18% | 2.54% | $0.250 | 4 | $1.000 | $0.250 | May 15, 2026 | Jun 1, 2026 | $34.16 | $49.03 | 6.2 | 4.2% | 2.8% | 4.0% | 5.2% | 35.7% | 26.6% | $19.80 | 132.0% | 0.0% | 12.0% | 35.6% | $4.06 | 9.9% | — | 25.0% | 7.2% | 11.6x | 1.1x | 1.27 |
ACNB | ACNB | Challenger | ACNB Corporation | Financial Services | Banks – Regional | $57.22 | 6.43% | 3.27% | $0.920 | 4 | $3.680 | $0.380 | Jun 1, 2026 | Jun 15, 2026 | $40.71 | $58.54 | 21.1 | 55.4% | 22.5% | 14.6% | 9.7% | 49.3% | 26.5% | $24.70 | 132.0% | 0.0% | 39.8% | 32.3% | $7.77 | 12.6% | — | 34.0% | 7.7% | 11.6x | 1.4x | 8.04 |
FBK | FBK | Challenger | FB Financial Corporation | Financial Services | Banks – Regional | $53.75 | 1.56% | 1.43% | $0.210 | 4 | $0.840 | $0.210 | May 12, 2026 | May 26, 2026 | $42.87 | $62.37 | 16.4 | 11.1% | 12.6% | 14.9% | — | 28.4% | 26.5% | $13.55 | 297.0% | 0.0% | 21.2% | 23.4% | $3.95 | 7.9% | — | 12.0% | 6.7% | 19.8x | 1.4x | 2.42 |
SBFG | SBFG | Contender | SB Financial Group, Inc. | Financial Services | Banks – Regional | $23.01 | 2.78% | 3.07% | $0.160 | 4 | $0.640 | $0.155 | May 15, 2026 | May 29, 2026 | $17.16 | $23.93 | 11.9 | 6.9% | 7.4% | 9.2% | 11.5% | 38.1% | 26.4% | $12.85 | 79.0% | 0.0% | 21.4% | 32.3% | $2.29 | 11.7% | — | 25.0% | 8.4% | 9.0x | 1.0x | 2.01 |
HFWA | HFWA | Contender | Heritage Financial Corporation | Financial Services | Banks – Regional | $27.92 | 3.44% | 3.87% | $0.240 | 4 | $0.960 | $0.240 | May 6, 2026 | May 20, 2026 | $21.32 | $29.29 | 7.2 | 2.1% | 3.7% | 3.7% | 5.7% | 33.1% | 26.4% | $10.20 | 174.0% | 0.0% | 3.4% | 26.6% | $2.17 | 7.3% | — | 4.0% | 6.7% | 13.7x | 1.0x | 2.13 |
OFG | OFG | Challenger | OFG Bancorp | Financial Services | Banks – Regional | $47.12 | 2.23% | 2.34% | $0.350 | 3 | $1.050 | $0.300 | Jun 30, 2026 | Jul 15, 2026 | $35.71 | $48.57 | 29.0 | -9.5% | 7.3% | 26.8% | 11.5% | 19.8% | 26.3% | $24.20 | 95.0% | 0.0% | 3.1% | 28.9% | $4.92 | 16.0% | — | 24.0% | 11.8% | 9.7x | 1.5x | 0.92 |
BFST | BFST | Challenger | Business First Bancshares, Inc. | Financial Services | Banks – Regional | $28.77 | 2.09% | 2.17% | $0.150 | 4 | $0.600 | $0.150 | May 15, 2026 | May 29, 2026 | $22.56 | $30.32 | 9.1 | 5.4% | 7.1% | 7.0% | — | 29.3% | 26.3% | $14.10 | 104.0% | 0.0% | 18.4% | 25.7% | $2.76 | 10.0% | — | 26.0% | 7.5% | 10.2x | 1.0x | 1.16 |
MBIN | MBIN | Challenger | Merchants Bancorp | Financial Services | Banks – Regional | $48.81 | 0.90% | 0.96% | $0.110 | 4 | $0.440 | $0.110 | Jun 15, 2026 | Jul 1, 2026 | $28.75 | $51.00 | 14.0 | 10.5% | 11.9% | 13.1% | — | 58.5% | 26.1% | $20.50 | 138.0% | 0.0% | 1.6% | 26.5% | $-23.66 | 10.2% | — | 72.0% | 3.4% | 11.9x | 1.3x | 1.06 |
PRK | PRK | Challenger | Park National Corporation | Financial Services | Banks – Regional | $178.18 | 2.47% | 3.21% | $1.100 | 4 | $4.400 | $1.100 | May 15, 2026 | Jun 10, 2026 | $149.06 | $182.34 | 7.9 | 17.4% | 6.1% | 5.4% | 4.0% | 19.4% | 25.9% | $54.50 | 227.0% | 0.0% | 7.0% | 30.6% | $10.58 | 12.1% | — | 2.0% | 12.1% | 16.4x | 1.9x | 3.47 |
FXNC | FXNC | Contender | First National Corporation | Financial Services | Banks – Regional | $29.36 | 2.32% | 2.90% | $0.170 | 4 | $0.680 | $0.170 | May 29, 2026 | Jun 12, 2026 | $18.31 | $30.86 | 10.0 | 8.1% | 4.7% | 7.6% | 19.7% | 65.2% | 25.7% | $11.60 | 153.0% | 0.0% | 31.2% | 22.9% | $3.10 | 11.8% | — | 18.0% | 9.3% | 12.7x | 1.4x | 1.86 |
RF | RF | Contender | Regions Financial Corporation | Financial Services | Banks – Regional | $28.62 | 3.70% | 4.13% | $0.265 | 4 | $1.060 | $0.265 | Jun 1, 2026 | Jul 1, 2026 | $22.00 | $31.53 | 15.0 | 6.0% | 9.8% | 11.3% | 15.8% | 39.0% | 25.6% | $12.05 | 138.0% | 0.0% | 6.2% | 27.9% | $2.32 | 11.9% | — | 15.0% | 9.8% | 11.9x | 1.4x | 1.80 |
EBMT | EBMT | Contender | Eagle Bancorp Montana, Inc. | Financial Services | Banks – Regional | $22.91 | 2.53% | 3.34% | $0.145 | 4 | $0.580 | $0.145 | May 15, 2026 | Jun 5, 2026 | $15.20 | $24.05 | 10.7 | 1.4% | 1.7% | 8.2% | 6.4% | 58.2% | 25.4% | $10.00 | 129.0% | 0.0% | 14.9% | 20.9% | $3.33 | 8.4% | — | 23.0% | 5.2% | 11.5x | 0.9x | 1.06 |
HIG | HIG | Contender | The Hartford Insurance Group, I | Financial Services | Insurance – Diversified | $128.25 | 1.87% | 1.87% | $0.600 | 4 | $2.400 | $0.600 | Jun 1, 2026 | Jul 2, 2026 | $119.61 | $144.50 | 13.3 | 14.3% | 11.8% | 11.4% | 10.7% | 5.3% | 25.3% | $71.05 | 81.0% | 0.0% | 6.9% | 14.0% | $21.82 | 22.7% | 1.8 | 19.0% | 18.0% | 9.0x | 1.9x | 0.12 |
STBA | STBA | Contender | S&T Bancorp, Inc. | Financial Services | Banks – Regional | $46.84 | 3.16% | 3.68% | $0.370 | 4 | $1.480 | $0.360 | May 14, 2026 | May 28, 2026 | $34.01 | $48.70 | 8.2 | 5.9% | 4.6% | 5.0% | 6.7% | 38.8% | 25.3% | $17.80 | 163.0% | 0.0% | 4.0% | 32.9% | $4.09 | 9.5% | — | 7.0% | 8.7% | 13.2x | 1.2x | 1.23 |
SMBC | SMBC | Contender | Southern Missouri Bancorp, Inc. | Financial Services | Banks – Regional | $72.51 | 1.38% | 1.62% | $0.250 | 4 | $1.000 | $0.250 | May 15, 2026 | May 29, 2026 | $47.60 | $75.00 | 11.4 | 8.7% | 6.0% | 10.0% | 10.8% | 45.3% | 25.2% | $29.95 | 142.0% | 0.0% | 11.1% | 34.1% | $8.52 | 12.2% | — | 18.0% | 9.8% | 12.1x | 1.4x | 1.07 |
EQH | EQH | Challenger | Equitable Holdings, Inc. | Financial Services | Asset Management | $45.29 | 2.65% | 2.40% | $0.300 | 4 | $1.200 | $0.270 | Jun 1, 2026 | Jun 8, 2026 | $35.20 | $56.61 | 12.6 | 12.1% | 10.6% | 10.0% | — | -10.7% | 25.0% | $144.57 | -69.0% | 0.0% | -6.2% | -6.5% | $3.75 | -13.5% | 2.3 | 1.1% | -14.9% | —x | —x | — |
THG | THG | Contender | Hanover Insurance Group Inc | Financial Services | Insurance – Property & Casualty | $197.93 | 1.92% | 2.22% | $0.950 | 4 | $3.800 | $0.950 | Jun 12, 2026 | Jun 26, 2026 | $160.70 | $201.45 | 8.3 | 5.6% | 5.6% | 6.4% | 7.7% | 22.5% | 24.4% | $99.05 | 100.0% | 0.0% | 3.9% | 11.3% | $35.96 | 21.8% | 0.4 | 19.0% | 16.5% | 10.0x | 2.0x | 0.34 |
TSBK | TSBK | Contender | Timberland Bancorp, Inc. | Financial Services | Banks – Regional | $42.53 | 2.73% | 3.19% | $0.290 | 4 | $1.160 | $0.290 | May 8, 2026 | May 22, 2026 | $30.00 | $43.58 | 6.7 | 12.0% | 3.8% | 4.0% | 12.3% | 47.9% | 24.1% | $19.65 | 116.0% | 0.0% | -4.5% | 17.2% | $4.30 | 11.8% | — | 8.0% | 2.1% | 10.8x | 1.2x | 2.94 |
OMF | OMF | Challenger | OneMain Holdings, Inc. | Financial Services | Credit Services | $58.18 | 7.22% | 9.33% | $1.050 | 4 | $4.200 | $1.050 | May 11, 2026 | May 15, 2026 | $45.78 | $71.93 | -3.6 | 0.7% | 2.4% | -10.8% | — | 24.1% | 23.9% | $33.55 | 73.0% | 0.0% | 9.7% | 15.8% | $27.75 | 23.9% | — | 87.0% | 3.1% | 8.7x | 2.0x | 0.75 |
WRB | WRB | Contender | W.R. Berkley Corporation | Financial Services | Insurance – Property & Casualty | $67.18 | 0.54% | 1.99% | $0.090 | 4 | $0.360 | $1.090 | Jun 23, 2026 | Jul 2, 2026 | $62.87 | $78.96 | 54.7 | 32.5% | 25.8% | 54.2% | 29.1% | -3.9% | 23.9% | $23.60 | 185.0% | 0.0% | 7.8% | 15.0% | $9.42 | 20.2% | 0.4 | 23.0% | 15.1% | 14.2x | 2.6x | 3.93 |
SPFI | SPFI | Challenger | South Plains Financial, Inc. | Financial Services | Banks – Regional | $40.79 | 1.67% | 1.67% | $0.170 | 4 | $0.680 | $0.170 | Apr 27, 2026 | May 11, 2026 | $34.90 | $45.09 | 28.6 | 11.9% | 9.7% | 27.0% | — | 19.7% | 23.9% | $17.85 | 129.0% | 0.0% | 8.6% | 28.0% | $3.53 | 12.8% | — | 11.0% | 10.9% | 11.4x | 1.3x | 1.73 |
MTG | MTG | Challenger | MGIC Investment Corporation | Financial Services | Insurance – Specialty | $26.28 | 2.28% | 2.25% | $0.150 | 4 | $0.600 | $0.150 | May 6, 2026 | May 21, 2026 | $24.69 | $29.97 | 22.4 | 15.4% | 14.5% | 20.1% | — | 1.7% | 23.8% | $15.75 | 67.0% | 0.0% | 0.5% | 59.6% | $3.34 | 14.1% | 4.9 | 11.0% | 12.4% | 8.3x | 1.1x | 0.40 |
ALRS | ALRS | Champion | Alerus Financial Corporation | Financial Services | Banks – Regional | $30.30 | 2.77% | 3.35% | $0.210 | 4 | $0.840 | $0.210 | Jun 26, 2026 | Jul 10, 2026 | $20.26 | $30.45 | 16.1 | 40.0% | -2.6% | 13.3% | 6.9% | 54.2% | 23.7% | $26.25 | 15.0% | 0.0% | 33.9% | 8.9% | $3.49 | 5.0% | — | 15.0% | 4.2% | 28.9x | 1.3x | — |
AFL | AFL | Champion | AFLAC Incorporated | Financial Services | Insurance – Life | $117.08 | 2.08% | 2.14% | $0.610 | 4 | $2.440 | $0.610 | May 20, 2026 | Jun 1, 2026 | $96.95 | $119.81 | 16.4 | 10.2% | 13.2% | 14.3% | 11.4% | 18.1% | 23.6% | $43.75 | 168.0% | 0.0% | 0.8% | 26.6% | $5.76 | 16.5% | 0.9 | 21.0% | 12.4% | 13.4x | 2.0x | 1.18 |
TRV | TRV | Contender | The Travelers Companies, Inc. | Financial Services | Insurance – Property & Casualty | $307.81 | 1.62% | 1.79% | $1.250 | 4 | $5.000 | $1.100 | Jun 10, 2026 | Jun 30, 2026 | $249.19 | $313.12 | 7.4 | 7.1% | 6.3% | 5.8% | 6.2% | 19.8% | 23.5% | $167.60 | 84.0% | 0.0% | 4.7% | 17.4% | $53.82 | 25.3% | 0.3 | 22.0% | 18.9% | 9.2x | 2.1x | 2.36 |
HMN | HMN | Contender | Horace Mann Educators Corporati | Financial Services | Insurance – Property & Casualty | $48.68 | 2.96% | 3.50% | $0.360 | 4 | $1.440 | $0.360 | Jun 15, 2026 | Jun 30, 2026 | $40.04 | $49.60 | 6.0 | 2.9% | 3.0% | 3.1% | 3.3% | 22.6% | 23.4% | $19.90 | 145.0% | 0.0% | 6.7% | 9.6% | $11.73 | 11.7% | 2.8 | 29.0% | 7.9% | 12.2x | 1.4x | 1.16 |
CBOE | CBOE | Contender | Cboe Global Markets, Inc. | Financial Services | Financial Data & Stock Exchanges | $249.10 | 0.58% | 1.09% | $0.720 | 2 | $1.440 | $0.720 | May 29, 2026 | Jun 15, 2026 | $223.54 | $371.18 | -2.5 | -42.9% | -10.4% | -3.0% | 4.6% | 11.4% | 23.4% | $58.55 | 325.0% | 0.0% | 17.2% | 47.4% | $26.75 | 25.1% | 1.4 | 14.0% | 19.2% | 21.3x | 4.9x | 2.26 |
SRCE | SRCE | Champion | 1st Source Corporation | Financial Services | Banks – Regional | $78.52 | 2.19% | 2.43% | $0.430 | 4 | $1.720 | $0.400 | May 5, 2026 | May 15, 2026 | $56.89 | $78.80 | 9.2 | 10.3% | 7.9% | 7.0% | 8.4% | 37.7% | 23.3% | $32.60 | 141.0% | 0.0% | 12.0% | 36.2% | $8.74 | 12.7% | — | 7.0% | 12.0% | 12.0x | 1.5x | 1.37 |
FCBC | FCBC | Contender | First Community Bankshares, Inc | Financial Services | Banks – Regional | $43.42 | 2.86% | 5.27% | $0.310 | 4 | $1.240 | $0.310 | May 15, 2026 | May 29, 2026 | $31.21 | $45.10 | 20.4 | -32.3% | 24.5% | 17.5% | 14.9% | 28.9% | 22.9% | $13.20 | 229.0% | 0.0% | 1.0% | 28.5% | $2.02 | 9.6% | — | — | 9.6% | 16.5x | 1.6x | 1.25 |
BFC | BFC | Contender | Bank First Corporation | Financial Services | Banks – Regional | $142.68 | 1.75% | 1.93% | $0.500 | 5 | $2.500 | $0.450 | Mar 25, 2026 | Jul 8, 2026 | $110.67 | $153.00 | 19.4 | -64.1% | 20.8% | 17.7% | 16.5% | 32.2% | 22.7% | $35.90 | 297.0% | 0.0% | 10.4% | 37.7% | $3.98 | 10.0% | — | 13.0% | 9.0% | 19.9x | 2.0x | 0.10 |
CINF | CINF | King | Cincinnati Financial Corporatio | Financial Services | Insurance – Property & Casualty | $169.01 | 2.22% | 2.26% | $0.940 | 4 | $3.760 | $0.870 | Jun 23, 2026 | Jul 15, 2026 | $143.37 | $174.27 | 10.1 | 7.6% | 8.0% | 7.9% | 6.7% | 20.6% | 22.6% | $87.45 | 93.0% | 0.0% | 11.4% | 21.3% | $22.35 | 18.7% | 1.0 | 5.0% | 17.0% | 9.7x | 1.7x | 2.19 |
GABC | GABC | Contender | German American Bancorp, Inc. | Financial Services | Banks – Regional | $44.99 | 2.76% | 2.77% | $0.310 | 4 | $1.240 | $0.310 | May 8, 2026 | May 20, 2026 | $36.56 | $46.39 | 11.2 | 7.1% | 7.7% | 8.4% | 9.9% | 28.9% | 22.3% | $18.20 | 147.0% | 0.0% | 41.8% | 35.5% | $4.22 | 12.2% | — | 11.0% | 10.5% | 12.4x | 1.4x | 1.46 |
IBOC | IBOC | Contender | International Bancshares Corpor | Financial Services | Banks – Regional | $73.56 | 1.98% | 2.31% | $0.730 | 2 | $1.460 | $0.700 | Feb 13, 2026 | Feb 27, 2026 | $62.56 | $77.11 | 7.4 | 5.1% | 5.2% | 5.4% | 9.4% | 21.4% | 22.3% | — | — | 0.0% | — | — | — | — | — | 3.0% | 5.6% | 11.0x | 1.4x | 0.98 |
MAIN | MAIN | Contender | Main Street Capital Corporation | Financial Services | Asset Management | $50.99 | 6.12% | 8.44% | $0.260 | 12 | $3.120 | $0.260 | Jun 22, 2026 | Sep 15, 2026 | $48.95 | $67.77 | 18.2 | -4.3% | 7.0% | 12.1% | 4.0% | 1.3% | 22.2% | $23.75 | 115.0% | 0.0% | 4.7% | 74.9% | $-1.76 | 14.4% | 0.2 | 45.0% | 8.0% | 10.7x | 1.5x | 1.76 |
CIVB | CIVB | Contender | Civista Bancshares, Inc. | Financial Services | Banks – Regional | $26.85 | 2.68% | 3.12% | $0.180 | 4 | $0.720 | $0.180 | May 5, 2026 | May 19, 2026 | $18.95 | $28.31 | 11.4 | 6.1% | 7.1% | 8.8% | 13.3% | 30.0% | 22.1% | $13.50 | 99.0% | 0.0% | 13.3% | 28.1% | $2.49 | 10.8% | — | 16.0% | 8.4% | 9.9x | 1.0x | 1.37 |
MSBI | MSBI | Challenger | Midland States Bancorp, Inc. | Financial Services | Banks – Regional | $29.69 | 4.31% | 5.46% | $0.320 | 4 | $1.280 | $0.320 | May 15, 2026 | May 22, 2026 | $14.24 | $30.34 | 7.5 | 3.2% | 2.7% | 3.2% | — | 102.0% | 22.1% | $6.00 | 395.0% | 0.0% | 8.4% | 8.0% | $5.69 | 6.2% | — | 37.0% | 3.4% | 24.7x | 1.4x | 1.41 |
PFIS | PFIS | Challenger | Peoples Financial Services Corp | Financial Services | Banks – Regional | $62.65 | 3.99% | 4.04% | $0.625 | 4 | $2.500 | $0.625 | May 29, 2026 | Jun 15, 2026 | $43.64 | $64.91 | 15.2 | 0.6% | 15.3% | 11.2% | 7.2% | 45.2% | 21.7% | $29.20 | 115.0% | 0.0% | 39.7% | 30.8% | $5.34 | 11.7% | — | 30.0% | 8.1% | 10.7x | 1.2x | 1.31 |
LARK | LARK | Contender | Landmark Bancorp Inc. | Financial Services | Banks – Regional | $29.37 | 2.86% | 3.49% | $0.210 | 4 | $0.840 | $0.210 | May 14, 2026 | May 28, 2026 | $22.31 | $30.20 | 7.4 | 5.0% | 4.2% | 4.5% | 3.5% | 29.9% | 21.5% | — | — | 0.0% | — | — | — | — | — | 35.0% | — | 9.4x | 1.1x | 1.51 |
KKR | KKR | Challenger | KKR & Co. Inc. | Financial Services | Asset Management | $95.86 | 0.81% | 0.77% | $0.195 | 4 | $0.780 | $0.185 | May 15, 2026 | May 29, 2026 | $82.67 | $153.87 | 7.2 | 5.6% | 6.0% | 6.4% | -3.7% | -20.7% | 21.4% | $14.70 | 552.0% | 0.0% | 7.5% | 0.0% | $-0.36 | 7.7% | 0.9 | 66.0% | 0.0% | 32.6x | 3.1x | 0.53 |
MET | MET | Contender | MetLife, Inc. | Financial Services | Insurance – Life | $85.58 | 2.77% | 2.91% | $0.593 | 4 | $2.372 | $0.568 | May 12, 2026 | Jun 9, 2026 | $67.33 | $89.62 | 7.1 | 4.3% | 4.4% | 4.3% | 5.4% | 14.3% | 21.3% | $25.85 | 231.0% | 0.0% | 7.9% | 4.3% | $24.12 | 13.0% | 2.1 | 42.0% | 7.3% | 16.6x | 2.0x | 0.45 |
SYBT | SYBT | Contender | Stock Yards Bancorp, Inc. | Financial Services | Banks – Regional | $73.18 | 1.75% | 1.90% | $0.320 | 4 | $1.280 | $0.320 | Jun 15, 2026 | Jul 1, 2026 | $61.51 | $83.83 | 5.2 | 3.2% | 3.3% | 3.5% | 4.3% | 2.3% | 21.2% | $24.30 | 201.0% | 0.0% | 12.8% | 35.2% | $5.37 | 13.8% | — | 23.0% | 10.4% | 15.1x | 2.0x | 1.33 |
TMP | TMP | Champion | Tompkins Financial Corporation | Financial Services | Banks – Regional | $92.02 | 2.91% | 3.61% | $0.670 | 4 | $2.680 | $0.670 | May 8, 2026 | May 15, 2026 | $59.67 | $92.18 | 7.0 | 5.7% | 3.3% | 4.1% | 4.1% | 61.0% | 21.1% | $58.45 | 57.0% | 0.0% | 49.7% | 37.3% | $6.26 | 19.8% | — | 32.0% | 13.0% | 7.9x | 1.4x | 1.61 |
NDAQ | NDAQ | Contender | Nasdaq, Inc. | Financial Services | Financial Data & Stock Exchanges | $82.23 | 1.51% | 1.28% | $0.310 | 4 | $1.240 | $0.270 | Jun 12, 2026 | Jun 26, 2026 | $77.09 | $101.79 | 12.3 | 13.1% | 11.0% | 10.8% | 12.1% | -2.0% | 20.6% | $16.60 | 395.0% | 0.0% | 12.1% | 35.3% | $4.03 | 16.2% | 1.0 | 43.0% | 9.1% | 24.8x | 3.9x | 2.00 |
CB | CB | Champion | Chubb Limited | Financial Services | Insurance – Property & Casualty | $328.67 | 0.62% | 1.21% | $1.020 | 2 | $2.040 | $0.970 | Jun 12, 2026 | Jul 2, 2026 | $264.10 | $345.67 | -8.1 | -46.2% | -15.9% | -8.7% | -2.9% | 17.2% | 20.6% | $141.35 | 133.0% | 0.0% | 5.4% | 23.4% | $39.18 | 15.4% | 0.4 | 18.0% | 12.9% | 11.6x | 1.7x | 2.84 |
STC | STC | Challenger | Stewart Information Services Co | Financial Services | Insurance – Property & Casualty | $66.29 | 3.17% | 3.14% | $0.525 | 4 | $2.100 | $0.525 | Jun 15, 2026 | Jun 30, 2026 | $56.39 | $78.61 | 13.9 | 5.0% | 5.3% | 10.8% | 6.2% | 12.3% | 20.3% | $22.45 | 195.0% | 0.0% | 17.3% | 2.8% | $7.60 | 9.4% | 2.0 | 32.0% | 3.9% | 14.8x | 1.2x | 3.71 |
WSBC | WSBC | Contender | WesBanco, Inc. | Financial Services | Banks – Regional | $36.29 | 4.19% | 4.52% | $0.380 | 4 | $1.520 | $0.380 | Jun 5, 2026 | Jul 1, 2026 | $29.18 | $38.10 | 7.2 | 2.7% | 2.8% | 3.0% | 4.9% | 31.3% | 20.3% | $16.30 | 123.0% | 0.0% | 60.8% | 28.5% | $4.40 | 8.2% | — | 25.0% | 5.5% | 11.1x | 0.9x | 1.23 |
PFG | PFG | Contender | Principal Financial Group Inc | Financial Services | Asset Management | $109.57 | 2.99% | 3.44% | $0.820 | 4 | $3.280 | $0.800 | Jun 1, 2026 | Jun 26, 2026 | $75.00 | $112.07 | 9.8 | 7.8% | 7.6% | 6.9% | 7.6% | 52.6% | 20.1% | $34.85 | 214.0% | 0.0% | 2.7% | 10.0% | $17.34 | 13.4% | 1.5 | 25.0% | 10.0% | 15.7x | 2.0x | 1.06 |
TOWN | TOWN | Contender | Towne Bank | Financial Services | Banks – Regional | $34.71 | 8.07% | 3.46% | $0.700 | 4 | $2.800 | $0.270 | May 4, 2026 | Jul 10, 2026 | $31.91 | $37.86 | 27.9 | 78.0% | 24.6% | 19.8% | 14.0% | 17.0% | 19.9% | $10.40 | 234.0% | 0.0% | 20.5% | 17.9% | $1.97 | 6.6% | — | 14.0% | 5.6% | 16.7x | 1.1x | 1.73 |
BOKF | BOKF | Contender | BOK Financial Corporation | Financial Services | Banks – Regional | $130.33 | 1.93% | 2.29% | $0.630 | 4 | $2.520 | $0.630 | May 13, 2026 | May 27, 2026 | $91.62 | $139.73 | 5.4 | 8.8% | 4.6% | 3.5% | 3.7% | 46.2% | 19.9% | $49.40 | 164.0% | 0.0% | 6.1% | 27.4% | $7.75 | 10.5% | — | 51.0% | 6.1% | 13.2x | 1.3x | 1.46 |
FRME | FRME | Contender | First Merchants Corporation | Financial Services | Banks – Regional | $40.72 | 3.63% | 3.59% | $0.370 | 4 | $1.480 | $0.360 | Jun 5, 2026 | Jun 19, 2026 | $34.66 | $43.22 | 9.9 | 2.8% | 3.7% | 6.3% | 11.9% | 21.8% | 19.6% | $16.95 | 140.0% | 0.0% | 6.3% | 27.6% | $4.45 | 8.0% | — | 34.0% | 5.7% | 12.0x | 1.0x | 1.40 |
EFSC | EFSC | Contender | Enterprise Financial Services C | Financial Services | Banks – Regional | $62.11 | 2.19% | 2.07% | $0.340 | 4 | $1.360 | $0.330 | Jun 15, 2026 | Jun 30, 2026 | $51.18 | $64.56 | 14.7 | 14.0% | 10.3% | 12.5% | 14.4% | 22.7% | 19.6% | $26.50 | 134.0% | 0.0% | 16.0% | 26.0% | $5.79 | 10.3% | — | 17.0% | 8.2% | 11.7x | 1.2x | 1.23 |
AUB | AUB | Contender | Atlantic Union Bankshares Corpo | Financial Services | Banks – Regional | $39.16 | 3.78% | 3.68% | $0.370 | 4 | $1.480 | $0.370 | May 22, 2026 | Jun 5, 2026 | $29.64 | $42.18 | 10.9 | 8.2% | 6.5% | 7.1% | 7.0% | 41.7% | 19.5% | $11.70 | 235.0% | 0.0% | 67.1% | 21.6% | $16.09 | 8.4% | — | 13.0% | 5.8% | 16.7x | 1.1x | 1.08 |
FCF | FCF | Challenger | First | Financial Services | Banks – Regional | $19.53 | 2.87% | 3.24% | $0.140 | 4 | $0.560 | $0.135 | May 8, 2026 | May 22, 2026 | $15.00 | $20.05 | 7.0 | 3.8% | 4.0% | 4.1% | 6.9% | 34.7% | 19.4% | $7.60 | 157.0% | 0.0% | 9.4% | 29.1% | $2.15 | 10.5% | — | 8.0% | 8.9% | 12.9x | 1.3x | 1.46 |
BHB | BHB | Contender | Bar Harbor Bankshares, Inc. | Financial Services | Banks – Regional | $36.39 | 3.74% | 3.85% | $0.340 | 4 | $1.360 | $0.320 | May 21, 2026 | Jun 18, 2026 | $28.06 | $37.20 | 11.4 | 6.6% | 7.0% | 7.6% | 6.4% | 37.7% | 19.4% | $12.30 | 196.0% | 0.0% | 15.5% | 21.9% | $2.63 | 8.0% | — | 20.0% | 6.4% | 14.8x | 1.1x | 2.68 |
CCBG | CCBG | Contender | Capital City Bank Group | Financial Services | Banks – Regional | $47.48 | 2.27% | 2.35% | $0.270 | 4 | $1.080 | $0.270 | Jun 1, 2026 | Jun 15, 2026 | $36.87 | $48.78 | 14.7 | 12.8% | 14.8% | 12.4% | 21.6% | 34.8% | 19.4% | $17.65 | 169.0% | 0.0% | 8.1% | 23.7% | $4.78 | 11.3% | — | 6.0% | 10.3% | 13.5x | 1.5x | 2.41 |
TCBK | TCBK | Contender | TriCo Bancshares | Financial Services | Banks – Regional | $51.40 | 2.80% | 2.84% | $0.360 | 4 | $1.440 | $0.360 | Jun 5, 2026 | Jun 26, 2026 | $37.96 | $53.18 | 11.7 | 9.1% | 6.3% | 8.9% | 9.5% | 39.5% | 19.3% | $19.70 | 161.0% | 0.0% | 5.9% | 30.0% | $4.47 | 10.0% | — | 6.0% | 9.2% | 13.1x | 1.2x | 1.94 |
UBCP | UBCP | Contender | United Bancorp, Inc. | Financial Services | Banks – Regional | $15.99 | 4.88% | 6.55% | $0.195 | 4 | $0.780 | $0.368 | Jun 10, 2026 | Jun 19, 2026 | $12.47 | $17.34 | 11.8 | 4.4% | 5.7% | 6.9% | 7.9% | 26.5% | 19.3% | $6.80 | 135.0% | 0.0% | 6.7% | 59.1% | $1.67 | 12.2% | — | 55.0% | 6.3% | 11.8x | 1.3x | 0.63 |
PLBC | PLBC | Challenger | Plumas Bancorp | Financial Services | Banks – Regional | $56.10 | 2.35% | 2.43% | $0.330 | 4 | $1.320 | $0.330 | May 1, 2026 | May 15, 2026 | $39.70 | $57.51 | 21.7 | 10.5% | 15.4% | 19.4% | — | 40.5% | 18.9% | $23.60 | 138.0% | 0.0% | 19.2% | 30.8% | $3.37 | 14.2% | — | 14.0% | 11.2% | 11.9x | 1.5x | 1.49 |
HTGC | HTGC | Challenger | Hercules Capital, Inc. | Financial Services | Asset Management | $15.43 | 12.18% | 13.23% | $0.470 | 4 | $1.880 | $0.470 | May 14, 2026 | May 21, 2026 | $13.70 | $19.67 | 18.0 | 3.3% | -1.2% | 5.8% | 4.2% | 7.6% | 18.8% | $8.95 | 72.0% | 0.0% | 7.9% | 59.9% | $-2.32 | 15.7% | 0.1 | 53.0% | 7.4% | 8.6x | 1.3x | 0.52 |
RJF | RJF | Contender | Raymond James Financial, Inc. | Financial Services | Asset Management | $155.86 | 1.39% | 1.34% | $0.540 | 4 | $2.160 | $0.540 | Apr 1, 2026 | Jul 15, 2026 | $138.82 | $177.66 | 16.9 | 9.5% | 11.0% | 15.5% | 15.2% | 7.5% | 18.8% | $52.90 | 195.0% | 0.0% | 9.7% | 14.6% | $13.22 | 17.3% | 2.3 | 25.0% | 13.1% | 14.7x | 2.4x | 0.87 |
PEBO | PEBO | Contender | Peoples Bancorp Inc. | Financial Services | Banks – Regional | $36.23 | 4.64% | 5.37% | $0.420 | 4 | $1.680 | $0.410 | May 4, 2026 | May 18, 2026 | $27.49 | $36.82 | 8.0 | 2.5% | 2.5% | 3.3% | 10.5% | 37.9% | 18.8% | $15.60 | 132.0% | 0.0% | 2.5% | 23.7% | $3.76 | 9.5% | — | 13.0% | 7.9% | 11.6x | 1.1x | 1.45 |
UBSI | UBSI | King | United Bankshares, Inc. | Financial Services | Banks – Regional | $45.65 | 3.33% | 3.98% | $0.380 | 4 | $1.520 | $0.380 | Jun 12, 2026 | Jul 1, 2026 | $34.10 | $45.93 | 4.9 | 2.0% | 1.6% | 1.5% | 1.4% | 39.0% | 18.8% | $17.85 | 156.0% | 0.0% | 19.5% | 39.8% | $3.92 | 9.3% | — | 10.0% | 8.3% | 12.8x | 1.2x | 1.95 |
FNF | FNF | Contender | Fidelity National Financial, In | Financial Services | Insurance – Specialty | $47.38 | 4.39% | 3.96% | $0.520 | 4 | $2.080 | $0.520 | Jun 16, 2026 | Jun 30, 2026 | $42.78 | $59.21 | 13.7 | 7.0% | 6.1% | 9.3% | 13.8% | -2.2% | 18.5% | $14.05 | 237.0% | 0.0% | 5.6% | 5.1% | $20.76 | 10.5% | 1.0 | 40.0% | 6.1% | 16.9x | 1.8x | 0.85 |
NBTB | NBTB | Contender | NBT Bancorp Inc. | Financial Services | Banks – Regional | $46.68 | 3.17% | 3.08% | $0.370 | 4 | $1.480 | $0.370 | Jun 1, 2026 | Jun 15, 2026 | $39.20 | $48.81 | 9.7 | 8.8% | 7.2% | 6.5% | 5.3% | 25.5% | 18.4% | $17.70 | 164.0% | 0.0% | 20.8% | 25.3% | $4.73 | 10.6% | — | 9.0% | 8.8% | 13.2x | 1.3x | 2.66 |
GL | GL | Contender | Globe Life Inc. | Financial Services | Insurance – Life | $170.76 | 0.77% | 0.77% | $0.330 | 4 | $1.320 | $0.270 | Jul 6, 2026 | Jul 31, 2026 | $116.73 | $172.74 | 9.2 | 15.2% | 10.3% | 8.4% | 7.7% | 43.8% | 18.4% | $72.25 | 136.0% | 0.0% | 3.7% | 19.4% | $17.84 | 20.5% | 0.7 | 28.0% | 14.5% | 11.8x | 2.2x | 1.30 |
HFBL | HFBL | Contender | Home Federal Bancorp, Inc. of L | Financial Services | Banks – Regional | $20.30 | 2.66% | 3.15% | $0.135 | 4 | $0.540 | $0.135 | Apr 27, 2026 | May 11, 2026 | $12.32 | $20.30 | 13.0 | 3.8% | 4.0% | 10.3% | 12.9% | 65.3% | 18.2% | — | — | 0.0% | — | — | — | — | — | 9.0% | — | 10.4x | 1.1x | — |
BEN | BEN | Champion | Franklin Resources, Inc. | Financial Services | Asset Management | $34.14 | 3.87% | 4.85% | $0.330 | 4 | $1.320 | $0.330 | Jun 29, 2026 | Jul 10, 2026 | $21.11 | $34.34 | 7.3 | 3.2% | 3.3% | 3.4% | 7.0% | 64.4% | 17.9% | $6.55 | 421.0% | 0.0% | 3.5% | 5.2% | $1.88 | 6.7% | 6.3 | 56.0% | 1.8% | 26.1x | 1.5x | 0.41 |
RNR | RNR | Champion | RenaissanceRe Holdings Ltd. | Financial Services | Insurance – Reinsurance | $300.88 | 0.41% | 0.61% | $0.410 | 3 | $1.230 | $0.400 | Jun 15, 2026 | Jun 30, 2026 | $231.17 | $318.20 | -10.2 | -48.7% | -18.6% | -10.6% | -4.0% | 23.8% | 17.6% | $296.65 | 1.0% | 0.0% | -0.8% | 30.4% | $99.05 | 23.4% | 1.4 | 18.0% | 21.5% | 5.1x | 1.2x | 3.62 |
SSB | SSB | Contender | SouthState Bank Corporation | Financial Services | Banks – Regional | $96.53 | 2.49% | 2.37% | $0.600 | 4 | $2.400 | $0.600 | May 8, 2026 | May 15, 2026 | $84.48 | $108.46 | 7.5 | 11.1% | 6.3% | 5.0% | 8.2% | 18.0% | 17.0% | $46.40 | 108.0% | 0.0% | 55.9% | 34.5% | $7.43 | 10.6% | — | 7.0% | 9.6% | 10.4x | 1.1x | 1.45 |
HLI | HLI | Contender | Houlihan Lokey, Inc. | Financial Services | Capital Markets | $140.77 | 1.99% | 1.69% | $0.700 | 4 | $2.800 | $0.600 | Jun 1, 2026 | Jun 15, 2026 | $133.83 | $211.78 | 14.0 | 8.2% | 5.3% | 12.0% | 18.2% | -15.9% | 16.8% | $31.10 | 353.0% | 0.0% | 9.6% | 16.3% | $12.97 | 18.3% | 1.4 | 17.0% | 15.6% | 22.6x | 4.2x | 1.51 |
RGA | RGA | Contender | Reinsurance Group of America, I | Financial Services | Insurance – Reinsurance | $210.54 | 1.77% | 1.90% | $0.930 | 4 | $3.720 | $0.930 | May 19, 2026 | Jun 2, 2026 | $165.52 | $229.21 | 7.6 | 4.5% | 5.1% | 5.8% | 9.7% | 11.5% | 16.8% | $92.00 | 129.0% | 0.0% | 7.2% | 4.9% | $84.49 | 9.9% | 1.1 | 31.0% | 6.5% | 11.4x | 1.0x | 1.14 |
WABC | WABC | Champion | Westamerica Bancorporation | Financial Services | Banks – Regional | $58.15 | 3.30% | 3.35% | $0.480 | 4 | $1.920 | $0.460 | May 4, 2026 | May 15, 2026 | $44.93 | $58.48 | 5.9 | 4.5% | 3.5% | 2.5% | 1.8% | 32.6% | 16.6% | $22.45 | 159.0% | 0.0% | -12.2% | 58.5% | $5.08 | 12.5% | — | 2.0% | 12.0% | 13.0x | 1.6x | 4.62 |
CNA | CNA | Challenger | CNA Financial Corporation | Financial Services | Insurance – Property & Casualty | $44.52 | 4.31% | 8.99% | $0.480 | 4 | $1.920 | $2.480 | May 18, 2026 | Jun 4, 2026 | $41.53 | $50.72 | 15.8 | 2.1% | 11.0% | 11.5% | 2.6% | 16.0% | 16.6% | $22.35 | 99.0% | 0.0% | -100.0% | 7.9% | $8.30 | 11.5% | 0.4 | 21.0% | 8.7% | 10.0x | 1.1x | 0.92 |
RDN | RDN | Challenger | Radian Group Inc. | Financial Services | Insurance – Specialty | $34.94 | 2.92% | 3.19% | $0.255 | 4 | $1.020 | $0.255 | Jun 2, 2026 | Jun 17, 2026 | $31.50 | $38.84 | 17.6 | 2.0% | 6.3% | 14.6% | 55.9% | 6.0% | 16.5% | $21.45 | 63.0% | 0.0% | 0.2% | 38.3% | $2.53 | 12.7% | 1.6 | 19.0% | 8.9% | 8.1x | 1.0x | 0.76 |
NBHC | NBHC | Contender | National Bank Holdings Corporat | Financial Services | Banks – Regional | $42.82 | 2.99% | 2.69% | $0.320 | 4 | $1.280 | $0.320 | May 29, 2026 | Jun 15, 2026 | $35.06 | $44.12 | 11.5 | 7.8% | 8.1% | 8.5% | 20.1% | 26.7% | 16.4% | $13.40 | 220.0% | 0.0% | 2.5% | 23.6% | $1.47 | 7.1% | — | 11.0% | 6.7% | 16.0x | 1.2x | 1.57 |
SEIC | SEIC | Champion | SEI Investments Company | Financial Services | Asset Management | $89.40 | 1.16% | 1.23% | $0.520 | 2 | $1.040 | $0.520 | Jun 8, 2026 | Jun 16, 2026 | $75.08 | $93.96 | 8.2 | 6.1% | 6.5% | 7.0% | 7.2% | 10.3% | 16.4% | $29.30 | 205.0% | 0.0% | 8.1% | 31.2% | $5.68 | 29.6% | 4.5 | 2.0% | 30.3% | 15.3x | 4.4x | 1.72 |
CFFI | CFFI | Contender | C&F Financial Corporation | Financial Services | Banks – Regional | $78.36 | 2.45% | 2.82% | $0.480 | 4 | $1.920 | $0.480 | Jun 15, 2026 | Jul 1, 2026 | $57.09 | $80.99 | 6.5 | 4.4% | 3.0% | 4.1% | 4.1% | 39.4% | 16.4% | — | — | 0.0% | 9.4% | — | — | — | — | 24.0% | 3.7% | 8.9x | 1.0x | -31.32 |
PRU | PRU | Contender | Prudential Financial, Inc. | Financial Services | Insurance – Life | $108.72 | 5.15% | 4.95% | $1.400 | 4 | $5.600 | $1.400 | May 26, 2026 | Jun 11, 2026 | $91.89 | $119.76 | 9.2 | 3.8% | 3.9% | 4.1% | 7.5% | 15.4% | 16.1% | $48.50 | 124.0% | 0.0% | -15.3% | 5.8% | $28.17 | 10.7% | 0.8 | 41.0% | 6.6% | 11.2x | 1.2x | 1.16 |
WAFD | WAFD | Contender | WaFd, Inc. | Financial Services | Banks – Regional | $36.48 | 2.96% | 3.15% | $0.270 | 4 | $1.080 | $0.270 | May 22, 2026 | Jun 5, 2026 | $26.31 | $38.59 | 6.7 | 1.9% | 3.3% | 3.7% | 7.2% | 37.8% | 16.1% | $15.25 | 139.0% | 0.0% | 0.6% | 31.1% | $3.45 | 8.4% | — | 54.0% | 5.1% | 12.0x | 1.0x | 1.85 |
AMP | AMP | Contender | Ameriprise Financial, Inc. | Financial Services | Asset Management | $473.34 | 1.44% | 1.35% | $1.700 | 4 | $6.800 | $1.600 | May 4, 2026 | May 22, 2026 | $422.37 | $550.18 | 10.3 | 7.6% | 8.4% | 8.9% | 8.9% | -4.7% | 16.0% | $200.75 | 136.0% | 0.0% | 7.1% | 20.8% | $78.93 | 66.9% | 2.5 | 47.0% | 32.4% | 11.8x | 6.9x | 1.57 |
COFS | COFS | Contender | ChoiceOne Financial Services, I | Financial Services | Banks – Regional | $31.87 | 3.64% | 3.91% | $0.290 | 4 | $1.160 | $0.290 | Jun 15, 2026 | Jun 30, 2026 | $26.10 | $35.40 | 9.6 | 3.6% | 3.7% | 6.0% | 6.4% | 23.0% | 15.7% | $21.15 | 51.0% | 0.0% | 75.0% | 32.3% | $2.74 | 12.4% | — | 9.0% | 9.5% | 7.5x | 1.0x | -1.29 |
PRI | PRI | Contender | Primerica, Inc. | Financial Services | Insurance – Life | $281.78 | 1.70% | 1.39% | $1.200 | 4 | $4.800 | $1.200 | May 21, 2026 | Jun 12, 2026 | $230.09 | $288.03 | 22.5 | 15.5% | 23.1% | 20.8% | 21.1% | 11.5% | 15.6% | $119.20 | 136.0% | 0.0% | 6.6% | 23.0% | $27.59 | 32.3% | 3.6 | 41.0% | 18.2% | 11.8x | 3.5x | 1.07 |
ARES | ARES | Challenger | Ares Management Corporation | Financial Services | Asset Management | $125.58 | 4.30% | 3.02% | $1.350 | 4 | $5.400 | $1.350 | Jun 16, 2026 | Jun 30, 2026 | $95.80 | $195.26 | 27.5 | 20.5% | 21.4% | 23.2% | 20.9% | -18.4% | 15.5% | $10.85 | 1,057.0% | 0.0% | 21.8% | 26.0% | $7.56 | 14.2% | 0.5 | 82.0% | 7.8% | 57.9x | 11.0x | 1.06 |
CHCO | CHCO | Contender | City Holding Company | Financial Services | Banks – Regional | $127.12 | 2.74% | 2.69% | $0.870 | 4 | $3.480 | $0.870 | Apr 15, 2026 | Jul 31, 2026 | $113.21 | $133.59 | 10.9 | 10.2% | 10.1% | 8.1% | 7.2% | 15.2% | 15.5% | $45.30 | 181.0% | 0.0% | 7.0% | 40.9% | $9.77 | 17.0% | — | 16.0% | 13.9% | 14.0x | 2.3x | 1.91 |
FSBW | FSBW | Contender | FS Bancorp, Inc. | Financial Services | Banks – Regional | $41.69 | 2.78% | 2.91% | $0.290 | 4 | $1.160 | $0.290 | May 7, 2026 | May 21, 2026 | $36.66 | $44.22 | 26.2 | 23.6% | 14.8% | 23.4% | 24.3% | 16.7% | 15.3% | $21.55 | 93.0% | 0.0% | 5.6% | 21.5% | $9.83 | 10.8% | — | 41.0% | 6.3% | 9.7x | 1.0x | 1.35 |
UCB | UCB | Contender | United Community Banks, Inc. | Financial Services | Banks – Regional | $32.85 | 3.04% | 3.03% | $0.250 | 4 | $1.000 | $0.250 | Jun 15, 2026 | Jul 3, 2026 | $27.70 | $36.77 | 9.3 | 4.2% | 3.6% | 6.2% | 14.4% | 25.4% | 14.7% | $13.65 | 141.0% | 0.0% | 8.8% | 30.9% | $2.96 | 9.5% | — | 3.0% | 9.0% | 12.0x | 1.1x | 1.67 |
OZK | OZK | Champion | Bank OZK | Financial Services | Banks – Regional | $52.10 | 3.61% | 3.45% | $0.470 | 4 | $1.880 | $0.460 | Apr 13, 2026 | Apr 20, 2026 | $42.37 | $53.66 | 14.1 | 9.6% | 10.7% | 10.5% | 11.9% | 25.2% | 14.7% | $30.75 | 69.0% | 0.0% | 4.2% | 39.8% | $7.40 | 11.8% | — | 12.0% | 10.5% | 8.5x | 1.0x | 2.76 |
AGO | AGO | Contender | Assured Guaranty Ltd. | Financial Services | Insurance – Specialty | $76.46 | 0.99% | 1.42% | $0.380 | 2 | $0.760 | $0.380 | May 15, 2026 | May 29, 2026 | $72.76 | $92.40 | -1.0 | -41.5% | -10.5% | -2.0% | 4.3% | -8.1% | 14.4% | $43.65 | 75.0% | 0.0% | 27.3% | 40.5% | $8.17 | 7.9% | 1.0 | 24.0% | 5.7% | 8.8x | 0.6x | 0.33 |
V | V | Contender | Visa Inc. | Financial Services | Credit Services | $331.49 | 0.81% | 0.70% | $0.670 | 4 | $2.680 | $0.670 | May 12, 2026 | Jun 1, 2026 | $293.89 | $359.66 | 16.4 | 13.5% | 14.7% | 15.6% | 17.0% | -0.5% | 14.4% | $57.45 | 477.0% | 0.0% | 11.3% | 51.7% | $13.71 | 60.4% | 1.1 | 39.0% | 38.8% | 28.9x | 17.8x | 1.44 |
FNLC | FNLC | Contender | First Bancorp, Inc (ME) | Financial Services | Banks – Regional | $30.38 | 4.87% | 5.32% | $0.370 | 4 | $1.480 | $0.370 | Apr 7, 2026 | Apr 17, 2026 | $23.62 | $31.25 | 8.5 | 2.8% | 2.9% | 3.6% | 5.3% | 41.2% | 14.3% | $16.20 | 88.0% | 0.0% | 2.3% | 0.0% | $5.18 | 13.3% | — | 25.0% | 0.0% | 9.4x | 1.2x | — |
CNS | CNS | Contender | Cohen & Steers Inc | Financial Services | Asset Management | $74.88 | 3.58% | 3.18% | $0.670 | 4 | $2.680 | $0.670 | May 11, 2026 | May 21, 2026 | $58.39 | $78.81 | 2.8 | 6.6% | 4.8% | -0.8% | 5.4% | 7.4% | 14.2% | $15.10 | 396.0% | 0.0% | 7.5% | 27.5% | $-1.22 | 23.8% | 9.4 | 19.0% | 22.6% | 24.8x | 6.8x | 1.86 |
SFNC | SFNC | Contender | Simmons First National Corporat | Financial Services | Banks – Regional | $21.90 | 3.93% | 4.00% | $0.215 | 4 | $0.860 | $0.215 | Jun 15, 2026 | Jul 1, 2026 | $17.00 | $22.62 | 8.0 | 1.2% | 3.1% | 4.1% | 6.2% | 30.0% | 14.0% | $11.71 | 87.0% | 0.0% | 16.7% | -38.6% | $3.15 | -10.4% | — | 18.0% | -8.6% | —x | 0.9x | 3.83 |
FMAO | FMAO | Contender | Farmers & Merchants Bancorp, In | Financial Services | Banks – Regional | $28.84 | 3.19% | 3.13% | $0.230 | 4 | $0.920 | $0.230 | Apr 2, 2026 | Apr 20, 2026 | $22.77 | $29.83 | 9.5 | 2.9% | 3.0% | 6.3% | 10.7% | 28.8% | 13.9% | $13.10 | 120.0% | 0.0% | 21.4% | 33.3% | $2.42 | 10.0% | — | 40.0% | 5.9% | 11.0x | 1.0x | 1.80 |
CFR | CFR | Champion | Cullen/Frost Bankers, Inc. | Financial Services | Banks – Regional | $148.00 | 2.78% | 2.88% | $1.030 | 4 | $4.120 | $1.000 | May 29, 2026 | Jun 15, 2026 | $119.00 | $148.97 | 9.8 | 4.7% | 5.0% | 7.0% | 6.6% | 26.5% | 13.9% | $51.35 | 188.0% | 0.0% | 8.1% | 28.1% | $12.86 | 15.5% | — | 5.0% | 14.7% | 14.4x | 2.1x | 4.14 |
SBSI | SBSI | Champion | Southside Bancshares, Inc. | Financial Services | Banks – Regional | $34.43 | 4.18% | 4.37% | $0.360 | 4 | $1.440 | $0.360 | May 18, 2026 | Jun 1, 2026 | $26.32 | $34.53 | 5.8 | 0.0% | 0.5% | 1.6% | 3.9% | 34.2% | 13.4% | $11.80 | 192.0% | 0.0% | 2.8% | 25.0% | $4.00 | 8.5% | — | 21.0% | 6.5% | 14.6x | 1.2x | 5.35 |
AFG | AFG | Contender | American Financial Group, Inc. | Financial Services | Insurance – Property & Casualty | $134.77 | 3.92% | 7.64% | $0.880 | 6 | $5.280 | $1.500 | Apr 15, 2026 | Apr 24, 2026 | $122.11 | $150.02 | -13.4 | -23.8% | -6.4% | -17.3% | 12.8% | 20.5% | 13.1% | $52.65 | 156.0% | 0.0% | 0.1% | 12.4% | $20.04 | 19.4% | 2.2 | 28.0% | 13.7% | 12.8x | 2.4x | 2.30 |
CBU | CBU | Champion | Community Financial System, Inc | Financial Services | Banks – Regional | $66.18 | 2.84% | 2.93% | $0.470 | 4 | $1.880 | $0.470 | Jun 15, 2026 | Jul 10, 2026 | $51.12 | $67.50 | -0.6 | -23.4% | -7.1% | -3.4% | 1.3% | 25.6% | 13.0% | $20.60 | 221.0% | 0.0% | 9.6% | 26.1% | $5.92 | 11.3% | — | 18.0% | 8.9% | 16.1x | 1.7x | 2.62 |
OVLY | OVLY | Contender | Oak Valley Bancorp (CA) | Financial Services | Banks – Regional | $34.03 | 2.20% | 1.65% | $0.375 | 2 | $0.750 | $0.300 | Feb 2, 2026 | Feb 13, 2026 | $25.41 | $35.97 | 21.0 | 28.6% | 29.6% | 18.8% | 11.4% | 33.2% | 13.0% | — | — | 0.0% | — | — | — | — | — | — | — | 11.8x | 1.4x | — |
VOYA | VOYA | Challenger | Voya Financial, Inc. | Financial Services | Financial Conglomerates | $91.02 | 2.07% | 1.89% | $0.470 | 4 | $1.880 | $0.470 | May 26, 2026 | Jun 26, 2026 | $64.50 | $92.83 | 26.2 | 3.3% | 32.5% | 24.2% | 46.8% | 42.6% | 12.6% | $33.10 | 175.0% | 0.0% | 1.7% | 7.7% | $15.78 | 11.9% | 5.0 | 40.0% | 8.4% | 13.8x | 1.7x | 0.84 |
LCNB | LCNB | Challenger | LCNB Corporation | Financial Services | Banks – Regional | $17.19 | 5.12% | 5.51% | $0.220 | 4 | $0.880 | $0.220 | Jun 1, 2026 | Jun 15, 2026 | $14.11 | $17.89 | 8.4 | 0.0% | 2.0% | 3.2% | 3.2% | 35.0% | 12.2% | $8.05 | 114.0% | 0.0% | 15.5% | 31.5% | $2.48 | 8.6% | — | 29.0% | 6.0% | 10.7x | 0.9x | 1.32 |
HOMB | HOMB | Contender | Home BancShares, Inc. | Financial Services | Banks – Regional | $27.65 | 3.04% | 2.80% | $0.210 | 4 | $0.840 | $0.210 | May 13, 2026 | Jun 3, 2026 | $25.50 | $30.83 | 11.6 | 5.7% | 6.4% | 8.6% | 10.3% | 6.2% | 11.8% | $12.15 | 128.0% | 0.0% | 7.3% | 43.2% | $2.15 | 11.4% | — | 14.0% | 9.6% | 11.4x | 1.3x | 3.01 |
ESNT | ESNT | Challenger | Essent Group Ltd. | Financial Services | Insurance – Specialty | $58.45 | 1.20% | 1.77% | $0.350 | 2 | $0.700 | $0.350 | Jun 1, 2026 | Jun 10, 2026 | $55.22 | $67.09 | 2.7 | -40.7% | -9.7% | 1.5% | — | 0.5% | 11.7% | $35.15 | 66.0% | 0.0% | 1.5% | 53.6% | $8.97 | 12.1% | 2.0 | 8.0% | 11.1% | 8.3x | 1.0x | 1.23 |
NNI | NNI | Contender | Nelnet, Inc. | Financial Services | Credit Services | $130.34 | 1.01% | 0.99% | $0.330 | 4 | $1.320 | $0.330 | Jun 1, 2026 | Jun 15, 2026 | $113.48 | $144.38 | 9.5 | 15.2% | 8.1% | 8.4% | 10.9% | 17.2% | 11.6% | $57.50 | 127.0% | 0.0% | 20.6% | 23.4% | $15.99 | 10.7% | 4.9 | 63.0% | 4.0% | 11.3x | 1.3x | 0.46 |
CBSH | CBSH | King | Commerce Bancshares, Inc. | Financial Services | Banks – Regional | $55.82 | 1.97% | 1.71% | $0.275 | 4 | $1.100 | $0.275 | Jun 5, 2026 | Jun 23, 2026 | $46.99 | $63.19 | 6.4 | 6.0% | 5.1% | 4.4% | 5.1% | 0.5% | 11.6% | $20.35 | 174.0% | 0.0% | 5.8% | 31.7% | $8.17 | 14.9% | — | 0.0% | 14.8% | 13.7x | 1.9x | 2.06 |
MCO | MCO | Contender | Moody's Corporation | Financial Services | Financial Data & Stock Exchanges | $450.67 | 0.91% | 0.79% | $1.030 | 4 | $4.120 | $1.030 | May 15, 2026 | Jun 5, 2026 | $402.28 | $546.88 | 11.7 | 10.1% | 10.3% | 10.8% | 10.7% | -2.5% | 11.5% | $69.65 | 547.0% | 0.0% | 8.9% | 31.7% | $17.65 | 71.4% | 1.2 | 69.0% | 23.1% | 32.4x | 26.3x | 2.05 |
PBHC | PBHC | Challenger | Pathfinder Bancorp, Inc. | Financial Services | Banks – Regional | $16.87 | 2.37% | 2.25% | $0.100 | 4 | $0.400 | $0.100 | Apr 17, 2026 | May 8, 2026 | $12.06 | $16.88 | 12.2 | 0.0% | 3.6% | 9.9% | 8.3% | 21.5% | 11.5% | — | — | 0.0% | — | — | — | — | — | 33.0% | — | —x | 0.9x | — |
FAF | FAF | Contender | First American Corporation (New | Financial Services | Insurance – Specialty | $68.63 | 3.21% | 3.44% | $0.550 | 4 | $2.200 | $0.550 | Jun 8, 2026 | Jun 15, 2026 | $53.09 | $71.47 | 7.1 | 1.9% | 1.9% | 3.9% | 8.0% | 24.4% | 11.5% | $32.50 | 111.0% | 0.0% | 21.6% | 8.7% | $9.90 | 12.8% | 0.4 | 4.0% | 10.6% | 10.6x | 1.3x | 2.98 |
PB | PB | Champion | Prosperity Bancshares, Inc. | Financial Services | Banks – Regional | $72.67 | 3.30% | 3.06% | $0.600 | 4 | $2.400 | $0.600 | Jun 15, 2026 | Jul 1, 2026 | $61.07 | $77.20 | 1.7 | -22.6% | -6.4% | -1.6% | 7.4% | 13.0% | 11.2% | $27.55 | 164.0% | 0.0% | 4.7% | 40.3% | $5.52 | 6.7% | — | 22.0% | 5.2% | 13.2x | 0.9x | 4.18 |
AGM | AGM | Contender | Federal Agricultural Mortgage C | Financial Services | Credit Services | $182.11 | 3.51% | 2.88% | $1.600 | 4 | $6.400 | $1.500 | Jun 15, 2026 | Jun 30, 2026 | $136.57 | $210.64 | 16.2 | 41.9% | 26.7% | 12.7% | 21.9% | 4.9% | 11.1% | $86.80 | 110.0% | 0.0% | 13.4% | 45.0% | $23.82 | 13.4% | 1.6 | 95.0% | 0.8% | 10.5x | 1.6x | 0.84 |
HTH | HTH | Challenger | Hilltop Holdings Inc. | Financial Services | Financial Conglomerates | $37.88 | 2.11% | 2.00% | $0.200 | 4 | $0.800 | $0.200 | May 8, 2026 | May 22, 2026 | $29.20 | $40.41 | 14.7 | 8.6% | 7.0% | 12.6% | — | 34.2% | 10.7% | $13.15 | 188.0% | 0.0% | 3.7% | 12.9% | $-2.94 | 7.6% | — | 11.0% | 6.7% | 14.4x | 1.0x | 0.61 |
MA | MA | Contender | Mastercard Incorporated | Financial Services | Credit Services | $492.29 | 0.71% | 0.54% | $0.870 | 4 | $3.480 | $0.870 | Jul 9, 2026 | Aug 7, 2026 | $464.52 | $601.77 | 14.9 | 14.8% | 15.4% | 14.2% | 16.6% | -6.5% | 10.1% | $86.45 | 469.0% | 0.0% | 16.4% | 45.9% | $20.83 | 232.1% | 1.0 | 72.0% | 60.1% | 28.5x | 65.0x | 1.51 |
LKFN | LKFN | Contender | Lakeland Financial Corporation | Financial Services | Banks – Regional | $59.86 | 3.47% | 2.81% | $0.520 | 4 | $2.080 | $0.520 | Apr 24, 2026 | May 5, 2026 | $54.36 | $69.40 | 13.2 | 4.1% | 5.9% | 9.8% | 11.7% | 9.9% | 10.0% | $21.35 | 180.0% | 0.0% | 5.9% | 39.3% | $4.84 | 15.2% | — | 2.0% | 14.6% | 14.0x | 2.0x | 1.44 |
BANF | BANF | Champion | BancFirst Corporation | Financial Services | Banks – Regional | $116.27 | 1.26% | 1.54% | $0.490 | 3 | $1.470 | $0.490 | Jun 30, 2026 | Jul 15, 2026 | $101.48 | $138.77 | 8.8 | 6.6% | 7.4% | 7.6% | 10.5% | 0.2% | 9.9% | $36.50 | 219.0% | 0.0% | 9.4% | 35.1% | $8.46 | 13.9% | — | 4.0% | 13.0% | 15.9x | 2.1x | 2.09 |
NWFL | NWFL | Champion | Norwood Financial Corp. | Financial Services | Banks – Regional | $32.14 | 3.98% | 4.34% | $0.320 | 4 | $1.280 | $0.320 | Apr 15, 2026 | May 1, 2026 | $23.70 | $32.30 | 8.3 | 3.3% | 3.4% | 4.3% | 4.3% | 37.9% | 9.4% | $13.65 | 135.0% | 0.0% | 23.9% | 27.1% | $2.83 | 10.2% | — | 24.0% | 8.2% | 11.8x | 1.2x | 2.36 |
MSCI | MSCI | Contender | MSCI Inc. | Financial Services | Financial Data & Stock Exchanges | $576.86 | 1.42% | 1.07% | $2.050 | 4 | $8.200 | $2.050 | May 15, 2026 | May 29, 2026 | $501.08 | $644.68 | 21.2 | 13.2% | 13.5% | 19.8% | 24.2% | 8.8% | 9.1% | $87.45 | 560.0% | 0.0% | 9.8% | 40.7% | $21.91 | — | 0.9 | 1.7% | 35.5% | 33.0x | —x | 1.87 |
FFIN | FFIN | Contender | First Financial Bankshares, Inc | Financial Services | Banks – Regional | $32.78 | 2.68% | 2.01% | $0.220 | 4 | $0.880 | $0.190 | Jun 12, 2026 | Jul 1, 2026 | $28.12 | $38.74 | 10.6 | 8.2% | 4.6% | 7.9% | 9.1% | -1.5% | 8.9% | $9.20 | 256.0% | 0.0% | 17.0% | 39.8% | $2.26 | 14.6% | — | 1.0% | 14.0% | 17.8x | 2.4x | 2.55 |
FINV | FINV | Challenger | FinVolution Group | Financial Services | Credit Services | $4.67 | 6.55% | 5.80% | $0.306 | 1 | $0.306 | $0.277 | Apr 16, 2026 | May 7, 2026 | $4.35 | $10.90 | 19.0 | 10.5% | 12.5% | 12.5% | — | -42.8% | 8.6% | — | — | 0.0% | 3.9% | — | — | — | 7.5 | 7.0% | 9.8% | 3.8x | 0.5x | 0.18 |
IBN | IBN | Challenger | ICICI Bank Limited | Financial Services | Banks – Regional | $28.33 | 0.91% | 0.68% | $0.257 | 1 | $0.257 | $0.239 | Aug 12, 2025 | Sep 8, 2025 | $25.08 | $34.57 | 55.6 | 7.5% | 26.8% | — | 6.6% | -11.7% | 8.6% | $7.90 | 259.0% | 0.0% | -42.2% | 42.2% | $-337.57 | 16.4% | — | 38.0% | 8.9% | 17.9x | 2.7x | 0.52 |
ICE | ICE | Contender | Intercontinental Exchange Inc. | Financial Services | Financial Data & Stock Exchanges | $133.88 | 1.55% | 1.23% | $0.520 | 4 | $2.080 | $0.520 | Jun 15, 2026 | Dec 31, 2026 | $132.84 | $189.35 | 11.2 | 7.5% | 7.7% | 9.7% | 12.1% | -22.9% | 8.4% | $34.35 | 290.0% | 0.0% | 7.0% | 37.7% | $8.88 | 13.9% | 1.0 | 39.0% | 8.3% | 19.5x | 2.6x | 2.08 |
TROW | TROW | Champion | T. Rowe Price Group, Inc. | Financial Services | Asset Management | $108.69 | 4.78% | 4.59% | $1.300 | 4 | $5.200 | $1.300 | Jun 15, 2026 | Jun 29, 2026 | $85.22 | $118.22 | 10.1 | 2.4% | 2.0% | 5.4% | 9.3% | 28.5% | 7.3% | $46.60 | 133.0% | 0.0% | 4.1% | 27.4% | $9.08 | 18.7% | 5.6 | 4.0% | 18.2% | 11.7x | 2.2x | 13.68 |
HLNE | HLNE | Challenger | Hamilton Lane Incorporated | Financial Services | Asset Management | $82.20 | 2.92% | 1.75% | $0.600 | 4 | $2.400 | $0.540 | Jun 18, 2026 | Jul 7, 2026 | $75.93 | $161.13 | 14.4 | 10.4% | 10.5% | 11.5% | — | -37.0% | 4.8% | $29.60 | 178.0% | 0.0% | 6.5% | 16.4% | $9.72 | 32.4% | 3.3 | 28.0% | 10.3% | 13.9x | 3.9x | 0.65 |
WTW | WTW | Challenger | Willis Towers Watson Public Lim | Financial Services | Insurance Brokers | $255.09 | 1.13% | 1.16% | $0.960 | 3 | $2.880 | $0.920 | Jun 30, 2026 | Jul 15, 2026 | $240.61 | $352.79 | 2.4 | 4.5% | 4.1% | 1.3% | 2.4% | -12.4% | 4.5% | $85.10 | 200.0% | 0.0% | -2.2% | 16.8% | $19.06 | 20.6% | 1.2 | 46.0% | 12.1% | 15.0x | 3.0x | 1.27 |
FDBC | FDBC | Contender | Fidelity D & D Bancorp, Inc. | Financial Services | Banks – Regional | $49.67 | 3.46% | 3.20% | $0.430 | 4 | $1.720 | $0.430 | May 20, 2026 | Jun 10, 2026 | $39.00 | $51.26 | 10.9 | 7.0% | 6.2% | 7.4% | 7.8% | 32.9% | 3.9% | — | — | 0.0% | — | — | — | — | — | 6.0% | — | 9.6x | 1.2x | — |
ERIE | ERIE | Champion | Erie Indemnity Company | Financial Services | Insurance Brokers | $226.67 | 2.58% | 1.67% | $1.463 | 4 | $5.852 | $1.463 | Jul 7, 2026 | Jul 21, 2026 | $204.63 | $380.67 | 1.4 | 7.1% | 7.1% | -1.2% | 7.2% | -33.6% | 3.9% | $54.60 | 315.0% | 0.0% | 7.2% | 13.8% | $14.30 | 25.9% | 1.3 | — | 24.5% | 20.8x | 5.0x | 2.67 |
SPGI | SPGI | King | S&P Global Inc. | Financial Services | Financial Data & Stock Exchanges | $410.33 | 0.95% | 0.78% | $0.970 | 4 | $3.880 | $0.970 | May 29, 2026 | Jun 10, 2026 | $381.61 | $579.05 | 7.0 | 3.2% | 3.3% | 6.0% | 10.8% | -17.2% | 3.0% | $79.10 | 419.0% | 0.0% | 7.9% | 30.4% | $19.38 | 13.9% | 0.7 | 26.0% | 10.8% | 25.9x | 3.9x | 1.44 |
AJG | AJG | Contender | Arthur J. Gallagher & Co. | Financial Services | Insurance Brokers | $218.69 | 1.28% | 0.93% | $0.700 | 4 | $2.800 | $0.700 | Jun 5, 2026 | Jun 19, 2026 | $190.75 | $327.34 | 9.0 | 8.0% | 8.4% | 7.7% | 6.1% | -29.3% | 2.2% | $30.95 | 607.0% | 0.0% | 20.6% | 10.9% | $7.84 | 7.0% | 1.1 | 35.0% | 4.5% | 35.3x | 2.4x | 0.94 |
GCBC | GCBC | Contender | Greene County Bancorp, Inc. | Financial Services | Banks – Regional | $29.42 | 1.36% | 1.16% | $0.100 | 4 | $0.400 | $0.100 | May 15, 2026 | May 29, 2026 | $21.25 | $30.71 | 12.1 | 11.1% | 12.6% | 10.8% | 8.0% | 38.1% | 2.0% | — | — | 0.0% | — | — | — | — | — | 11.0% | — | 12.9x | 1.9x | 1.83 |
RLI | RLI | King | RLI Corp. | Financial Services | Insurance – Property & Casualty | $54.35 | 16.04% | 4.59% | $2.180 | 4 | $8.720 | $0.160 | May 29, 2026 | Jun 12, 2026 | $47.26 | $74.00 | 52.5 | 79.2% | 5.0% | 36.5% | 12.9% | -12.3% | 1.8% | $21.45 | 153.0% | 0.0% | 6.3% | 20.8% | $6.02 | 23.2% | 1.3 | 14.0% | 20.3% | 12.7x | 2.8x | 1.73 |
SIGI | SIGI | Contender | Selective Insurance Group, Inc. | Financial Services | Insurance – Property & Casualty | $92.31 | 1.86% | 1.45% | $0.430 | 4 | $1.720 | $0.430 | May 15, 2026 | Jun 1, 2026 | $71.75 | $93.99 | 13.1 | 12.1% | 12.3% | 11.2% | 11.0% | 12.7% | 0.5% | $36.55 | 153.0% | 0.0% | 9.8% | 8.2% | $19.55 | 13.3% | 0.3 | 21.0% | 10.6% | 12.6x | 1.6x | 0.28 |
AON | AON | Contender | Aon plc | Financial Services | Insurance Brokers | $318.46 | 0.77% | 0.65% | $0.820 | 3 | $2.460 | $0.745 | May 1, 2026 | May 15, 2026 | $304.59 | $381.00 | -2.7 | -43.5% | -12.0% | -3.5% | 2.4% | -9.3% | -0.7% | $91.05 | 250.0% | 0.0% | 9.5% | 22.5% | $17.66 | 46.5% | 1.1 | 59.0% | 16.4% | 17.5x | 6.9x | 2.70 |
BRO | BRO | Champion | Brown & Brown, Inc. | Financial Services | Insurance Brokers | $59.99 | 1.10% | 0.63% | $0.165 | 4 | $0.660 | $0.165 | May 11, 2026 | May 20, 2026 | $53.81 | $111.10 | 13.2 | 11.2% | 12.9% | 12.1% | 10.4% | -42.6% | -2.1% | $15.35 | 291.0% | 0.0% | 22.8% | 17.9% | $4.42 | 11.9% | 1.0 | 35.0% | 5.8% | 19.5x | 1.6x | 1.51 |
VRTS | VRTS | Challenger | Virtus Investment Partners, Inc | Financial Services | Asset Management | $143.58 | 6.69% | 4.02% | $2.400 | 4 | $9.600 | $2.400 | Jul 31, 2026 | Aug 14, 2026 | $121.61 | $215.06 | 31.4 | 9.2% | 13.6% | 24.7% | 18.0% | -7.4% | -4.2% | $84.80 | 69.0% | 0.0% | -5.6% | 0.0% | $-4.12 | 10.7% | 3.0 | 76.0% | 0.0% | 8.5x | 1.0x | 0.56 |
VALU | VALU | Contender | Value Line, Inc. | Financial Services | Financial Data & Stock Exchanges | $34.09 | 4.11% | 2.41% | $0.350 | 4 | $1.400 | $0.325 | Apr 27, 2026 | May 12, 2026 | $32.00 | $40.50 | 13.4 | 8.2% | 8.8% | 9.3% | 7.4% | -3.6% | -4.8% | — | — | 0.0% | — | — | — | — | 4.1 | 1.0% | 0.0% | 14.9x | 3.0x | — |
KNSL | KNSL | Challenger | Kinsale Capital Group, Inc. | Financial Services | Insurance – Property & Casualty | $309.04 | 0.32% | 0.16% | $0.250 | 4 | $1.000 | $0.250 | May 28, 2026 | Jun 11, 2026 | $287.20 | $512.76 | 16.3 | 31.3% | 15.9% | 16.0% | — | -34.8% | -4.9% | $113.50 | 172.0% | 0.0% | 18.0% | 27.5% | $46.08 | 29.7% | 0.2 | 8.0% | 25.6% | 13.6x | 3.6x | 1.00 |
AMSF | AMSF | Contender | AMERISAFE, Inc. | Financial Services | Insurance – Specialty | $31.32 | 5.24% | 9.16% | $0.410 | 4 | $1.640 | $0.410 | Jun 12, 2026 | Jun 19, 2026 | $29.42 | $47.86 | -5.6 | -42.5% | -21.1% | -10.9% | -3.4% | -16.3% | -6.2% | $12.15 | 158.0% | 0.0% | 2.7% | 14.3% | $0.54 | 18.3% | 1.9 | — | 17.9% | 12.9x | 2.4x | 1.81 |
MORN | MORN | Contender | Morningstar, Inc. | Financial Services | Financial Data & Stock Exchanges | $153.68 | 1.30% | 0.60% | $0.500 | 4 | $2.000 | $0.500 | Jul 10, 2026 | Apr 30, 2026 | $149.08 | $316.71 | 10.5 | 11.0% | 9.1% | 9.2% | 8.8% | -47.8% | -6.9% | $48.95 | 214.0% | 0.0% | 7.5% | 16.1% | $15.52 | 30.7% | 1.0 | 64.0% | 15.5% | 15.7x | 5.7x | 2.31 |
WD | WD | Challenger | Walker & Dunlop, Inc | Financial Services | Mortgage Finance | $52.48 | 5.18% | 3.05% | $0.680 | 4 | $2.720 | $0.680 | May 21, 2026 | Jun 4, 2026 | $42.12 | $90.00 | 14.6 | 2.3% | 3.2% | 9.4% | — | -13.4% | -7.6% | $10.10 | 420.0% | 0.0% | 9.0% | 5.3% | $-44.48 | 4.2% | 1.3 | 66.0% | 1.6% | 26.0x | 1.0x | 1.09 |
SAMG | SAMG | Challenger | Silvercrest Asset Management Gr | Financial Services | Asset Management | $10.90 | 7.71% | 4.70% | $0.210 | 4 | $0.840 | $0.210 | Jun 12, 2026 | Jun 19, 2026 | $10.50 | $16.99 | 13.3 | 5.0% | 5.3% | 5.6% | 5.8% | -16.1% | -12.2% | $1.65 | 560.0% | 0.0% | 1.4% | 2.4% | $1.64 | 4.7% | 1.4 | 28.0% | 3.9% | 33.0x | 1.8x | 0.38 |
FDS | FDS | Champion | FactSet Research Systems Inc. | Financial Services | Financial Data & Stock Exchanges | $241.16 | 1.92% | 0.97% | $1.160 | 4 | $4.640 | $1.100 | May 29, 2026 | Jun 18, 2026 | $185.00 | $453.41 | 9.3 | 5.7% | 6.9% | 7.3% | 9.4% | -40.5% | -15.5% | $77.65 | 211.0% | 0.0% | 5.4% | 24.5% | $21.93 | 28.1% | 1.4 | 42.0% | 15.9% | 15.5x | 4.2x | 1.14 |
MKTX | MKTX | Contender | MarketAxess Holdings, Inc. | Financial Services | Capital Markets | $120.33 | 2.59% | 1.20% | $0.780 | 4 | $3.120 | $0.780 | May 20, 2026 | Jun 3, 2026 | $113.29 | $225.07 | 6.7 | 2.7% | 2.7% | 4.1% | 12.8% | -42.8% | -21.4% | $42.20 | 185.0% | 0.0% | 3.6% | 35.5% | $7.80 | 24.3% | 4.9 | 20.0% | 21.3% | 14.3x | 3.6x | 1.01 |
FSFG | 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 | — |
