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 | $28.82 | 4.91% | 6.75% | $0.708 | 2 | $1.416 | $0.369 | Apr 9, 2026 | Apr 27, 2026 | $17.90 | $29.64 | 77.2 | 37.7% | 33.8% | 72.3% | 10.1% | 62.6% | 65.1% | $10.85 | 166.0% | 0.0% | 4.1% | 27.5% | $6.19 | 18.9% | — | 64.0% | 7.4% | 13.3x | 2.4x | 2.22 |
SAN | SAN | Challenger | Banco Santander, S.A. Sponsored | Financial Services | Banks – Diversified | $13.36 | 1.10% | 3.34% | $0.147 | 1 | $0.147 | $0.124 | May 4, 2026 | Nov 5, 2026 | $9.62 | $15.05 | 35.9 | -37.7% | 7.3% | 34.8% | -4.4% | 32.9% | 58.8% | $5.15 | 159.0% | 0.0% | 0.3% | 26.1% | $-2.53 | 13.1% | — | 76.0% | 3.8% | 13.0x | 1.5x | 0.88 |
VCTR | VCTR | Challenger | Victory Capital Holdings, Inc. | Financial Services | Asset Management | $113.23 | 1.77% | 3.25% | $0.500 | 4 | $2.000 | $0.500 | Sep 10, 2026 | Sep 25, 2026 | $57.03 | $123.55 | 37.5 | 4.8% | 17.8% | 35.7% | — | 80.7% | 56.7% | $27.35 | 314.0% | 0.0% | 46.2% | 29.6% | $9.22 | 19.1% | 2.1 | 30.0% | 13.6% | 20.7x | 2.9x | 2.99 |
BNY | BNY | Contender | The Bank of New York Mellon Cor | Financial Services | Banks – Diversified | $145.40 | 1.73% | 2.77% | $0.630 | 4 | $2.520 | $0.530 | Jul 27, 2026 | Aug 7, 2026 | $103.11 | $165.84 | 14.6 | 19.7% | 14.9% | 12.8% | 12.7% | 41.1% | 56.3% | $42.85 | 239.0% | 0.0% | 7.9% | 28.2% | $5.26 | 14.1% | — | — | 8.4% | 17.0x | 2.5x | 1.10 |
GS | GS | Contender | Goldman Sachs Group, Inc. (The) | Financial Services | Capital Markets | $902.56 | 2.22% | 2.44% | $5.000 | 4 | $20.000 | $4.500 | Sep 1, 2026 | Sep 29, 2026 | $740.01 | $1,153.99 | 27.9 | 38.5% | 20.6% | 25.6% | 21.3% | 18.8% | 46.9% | $323.75 | 179.0% | 0.0% | — | 31.0% | $-135.17 | 16.9% | 1.6 | 77.0% | — | 13.9x | 2.5x | 1.12 |
FUNC | FUNC | Challenger | First | Financial Services | Banks – Regional | $43.29 | 2.40% | 3.39% | $0.260 | 4 | $1.040 | $0.260 | Oct 19, 2026 | Nov 2, 2026 | $33.54 | $46.30 | 15.6 | 18.2% | 12.5% | 13.2% | — | 19.5% | 44.3% | $19.85 | 118.0% | 0.0% | 11.1% | 26.8% | $4.67 | 12.4% | — | 13.0% | 9.3% | 10.9x | 1.3x | 0.33 |
BOTJ | BOTJ | Challenger | Bank of the James Financial Gro | Financial Services | Banks – Regional | $27.60 | 1.45% | 2.62% | $0.100 | 4 | $0.400 | $0.100 | Aug 21, 2026 | Sep 4, 2026 | $14.44 | $29.79 | 10.4 | 0.0% | 7.7% | 8.9% | 6.2% | 85.2% | 42.5% | $12.65 | 118.0% | 0.0% | — | 22.4% | $2.78 | 14.8% | — | 9.0% | — | 10.9x | 1.5x | — |
ISTR | ISTR | Contender | Investar Holding Corporation | Financial Services | Banks – Regional | $28.82 | 1.25% | 2.16% | $0.120 | 3 | $0.360 | $0.120 | Sep 30, 2026 | Oct 30, 2026 | $21.80 | $31.77 | 10.5 | 7.0% | 5.7% | 9.3% | 28.0% | 38.3% | 42.3% | $60.75 | -53.0% | 0.0% | 10.0% | 26.3% | $1.96 | 9.9% | — | 31.0% | 6.7% | 11.9x | 1.0x | 2.74 |
FISI | FISI | Challenger | Financial Institutions, Inc. | Financial Services | Banks – Regional | $40.23 | 3.18% | 5.20% | $0.320 | 4 | $1.280 | $0.320 | Sep 15, 2026 | Oct 2, 2026 | $25.61 | $42.97 | 6.7 | 3.3% | 2.2% | 3.5% | 4.7% | 56.8% | 41.8% | $20.15 | 100.0% | 0.0% | 12.9% | 31.8% | $3.09 | 13.3% | — | 15.0% | 10.6% | 10.0x | 1.3x | 1.41 |
STT | STT | Contender | State Street Corporation | Financial Services | Asset Management | $164.93 | 2.23% | 3.23% | $0.920 | 4 | $3.680 | $0.840 | Oct 1, 2026 | Oct 13, 2026 | $111.63 | $195.93 | 12.3 | 10.3% | 10.1% | 10.1% | 9.4% | 54.8% | 40.5% | $61.20 | 169.0% | 0.0% | 7.3% | 22.2% | $0.00 | 13.1% | — | 51.0% | 7.0% | 13.5x | 1.8x | 0.62 |
HWBK | HWBK | Contender | Hawthorn Bancshares, Inc. | Financial Services | Banks – Regional | $38.06 | 2.21% | 2.91% | $0.210 | 4 | $0.840 | $0.210 | Sep 15, 2026 | Oct 1, 2026 | $29.39 | $40.60 | 12.1 | 6.4% | 7.6% | 9.9% | 16.7% | 34.8% | 39.8% | $18.35 | 107.0% | 0.0% | -3.1% | 0.0% | $4.59 | 15.0% | — | 31.0% | 0.0% | 10.4x | 1.4x | — |
MFC | MFC | Contender | Manulife Financial Corporation | Financial Services | Insurance – Life | $42.93 | 1.64% | 4.49% | $0.352 | 2 | $0.704 | $0.352 | Aug 21, 2026 | Sep 21, 2026 | $31.41 | $45.33 | 5.1 | 16.4% | 0.1% | 3.5% | 6.8% | 41.5% | 39.6% | $13.35 | 222.0% | 0.0% | 14.4% | 20.3% | $18.65 | 13.3% | 29.5 | 23.0% | 11.0% | 16.1x | 2.0x | 0.88 |
MS | MS | Contender | Morgan Stanley | Financial Services | Capital Markets | $190.31 | 2.42% | 3.23% | $1.150 | 4 | $4.600 | $1.000 | Jul 31, 2026 | Aug 14, 2026 | $151.84 | $232.25 | 21.3 | 9.9% | 9.3% | 18.9% | 20.4% | 26.2% | 39.1% | $61.90 | 207.0% | 0.0% | 14.4% | 25.1% | $-9.92 | 18.0% | 2.0 | 79.0% | 4.2% | 15.4x | 2.8x | 1.67 |
NRIM | NRIM | Contender | Northrim BanCorp Inc | Financial Services | Banks – Regional | $23.55 | 2.89% | 3.89% | $0.170 | 4 | $0.680 | $0.160 | Sep 10, 2026 | Sep 18, 2026 | $20.14 | $30.82 | 15.0 | 2.4% | 4.2% | 12.1% | 12.9% | 23.4% | 38.5% | $12.35 | 91.0% | 0.0% | 35.8% | 33.8% | $0.00 | 16.6% | — | 21.0% | 13.7% | 9.5x | 1.5x | 1.80 |
EWBC | EWBC | Challenger | East West Bancorp, Inc. | Financial Services | Banks – Regional | $127.22 | 2.52% | 2.63% | $0.800 | 4 | $3.200 | $0.800 | Aug 3, 2026 | Aug 17, 2026 | $92.67 | $137.47 | 21.4 | 27.7% | 17.7% | 18.9% | 14.1% | 22.6% | 38.4% | $52.05 | 144.0% | 0.0% | 12.4% | 47.2% | $14.42 | 16.6% | — | 25.0% | 12.1% | 12.2x | 1.9x | 5.58 |
FBIZ | FBIZ | Contender | First Business Financial Servic | Financial Services | Banks – Regional | $70.52 | 1.93% | 2.46% | $0.340 | 4 | $1.360 | $0.340 | Aug 12, 2026 | Aug 26, 2026 | $47.87 | $73.74 | 15.1 | 17.0% | 14.1% | 13.2% | 10.8% | 51.3% | 37.9% | $32.75 | 115.0% | 0.0% | 9.7% | 30.8% | $9.73 | 15.0% | — | 48.0% | 8.2% | 10.8x | 1.5x | 1.24 |
THFF | THFF | Champion | First Financial Corporation | Financial Services | Banks – Regional | $74.15 | 3.02% | 3.81% | $0.560 | 4 | $2.240 | $0.560 | Oct 1, 2026 | Oct 15, 2026 | $51.63 | $84.17 | 19.2 | 9.8% | 20.5% | 16.1% | 8.5% | 53.1% | 37.8% | $35.70 | 108.0% | 0.0% | 22.8% | 29.5% | $8.18 | 13.4% | — | 30.0% | 9.3% | 10.4x | 1.3x | 9.51 |
SBFG | SBFG | Contender | SB Financial Group, Inc. | Financial Services | Banks – Regional | $29.53 | 2.17% | 3.20% | $0.160 | 4 | $0.640 | $0.160 | Aug 14, 2026 | Aug 28, 2026 | $18.16 | $32.93 | 11.2 | 6.8% | 7.3% | 9.0% | 11.1% | 65.8% | 37.3% | $13.35 | 121.0% | 0.0% | 21.4% | 33.0% | $3.97 | 12.0% | — | 22.0% | 8.7% | 11.1x | 1.3x | 7.09 |
RY | RY | Contender | Royal Bank Of Canada | Financial Services | Banks – Diversified | $195.67 | 1.92% | 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% | 36.6% | 37.2% | $286.00 | -32.0% | 0.0% | 16.2% | 31.2% | $-60.39 | 16.2% | — | 73.0% | 4.6% | 17.1x | 2.8x | 2.26 |
UNTY | UNTY | Contender | Unity Bancorp, Inc. | Financial Services | Banks – Regional | $58.19 | 1.17% | 1.49% | $0.170 | 4 | $0.680 | $0.160 | Sep 3, 2026 | Sep 17, 2026 | $44.34 | $62.50 | 14.7 | 14.3% | 10.8% | 13.5% | 15.3% | 15.7% | 36.9% | $28.75 | 102.0% | 0.0% | 23.1% | 43.3% | $2.75 | 17.0% | — | 47.0% | 9.4% | 10.1x | 1.6x | 0.99 |
BSVN | BSVN | Challenger | Bank7 Corp. | Financial Services | Banks – Regional | $54.31 | 2.21% | 2.53% | $0.300 | 4 | $1.200 | $0.270 | Sep 18, 2026 | Oct 8, 2026 | $38.29 | $57.68 | 23.1 | -9.8% | 32.2% | 20.9% | — | 20.3% | 36.6% | $21.85 | 149.0% | 0.0% | -1.1% | 42.7% | $5.23 | 16.9% | — | — | 16.5% | 12.4x | 1.9x | 9.14 |
TRV | TRV | Contender | The Travelers Companies, Inc. | Financial Services | Insurance – Property & Casualty | $389.36 | 1.28% | 1.86% | $1.250 | 4 | $5.000 | $1.250 | Dec 10, 2026 | Dec 31, 2026 | $262.90 | $398.70 | 7.6 | 9.3% | 6.8% | 6.3% | 6.3% | 52.7% | 36.2% | $186.15 | 109.0% | 0.0% | 4.7% | 19.1% | $51.19 | 27.5% | 0.3 | 21.0% | 20.1% | 10.5x | 2.8x | 2.36 |
JPM | JPM | Contender | JP Morgan Chase & Co. | Financial Services | Banks – Diversified | $332.38 | 1.81% | 2.51% | $1.500 | 4 | $6.000 | $1.500 | Oct 6, 2026 | Oct 31, 2026 | $279.10 | $366.50 | 12.6 | 48.1% | 14.5% | 10.8% | 12.5% | 11.2% | 35.9% | $116.70 | 185.0% | 0.0% | — | 34.9% | $-61.14 | 17.8% | — | 57.0% | — | 14.2x | 2.5x | 1.54 |
CNO | CNO | Contender | CNO Financial Group, Inc. | Financial Services | Insurance – Life | $54.71 | 1.32% | 2.07% | $0.180 | 4 | $0.720 | $0.180 | Sep 10, 2026 | Sep 24, 2026 | $38.99 | $57.59 | 8.3 | 6.1% | 6.5% | 7.0% | 8.8% | 44.4% | 35.2% | $14.45 | 279.0% | 0.0% | 0.9% | 6.0% | $7.55 | 10.9% | 2.3 | 64.0% | 4.1% | 18.9x | 2.0x | 1.29 |
CZWI | CZWI | Challenger | Citizens Community Bancorp, Inc | Financial Services | Banks – Regional | $21.81 | 0.48% | 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% | 35.1% | 34.4% | $6.55 | 233.0% | 0.0% | 10.2% | 20.0% | $2.32 | 6.8% | — | 21.0% | 5.3% | 16.7x | 1.1x | 0.32 |
FITB | FITB | Contender | Fifth Third Bancorp | Financial Services | Banks – Regional | $50.87 | 2.48% | 3.92% | $0.420 | 3 | $1.260 | $0.400 | Sep 30, 2026 | Oct 15, 2026 | $40.05 | $59.50 | 10.3 | 7.3% | 6.5% | 7.9% | 12.0% | 22.1% | 33.9% | $14.85 | 243.0% | 0.0% | 6.3% | 20.4% | $4.04 | 8.4% | — | 35.0% | 5.3% | 17.1x | 1.4x | 1.62 |
CBAN | CBAN | Challenger | Colony Bankcorp, Inc. | Financial Services | Banks – Regional | $21.00 | 2.29% | 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% | — | 25.2% | 33.9% | $8.30 | 153.0% | 0.0% | 16.0% | 21.4% | $1.13 | 9.6% | — | 37.0% | 5.5% | 12.7x | 1.1x | 2.11 |
LARK | LARK | Contender | Landmark Bancorp Inc. | Financial Services | Banks – Regional | $31.51 | 2.67% | 3.65% | $0.210 | 4 | $0.840 | $0.210 | Aug 13, 2026 | Aug 27, 2026 | $23.57 | $34.60 | 7.4 | 5.0% | 4.6% | 4.7% | 3.5% | 33.5% | 33.5% | — | — | 0.0% | — | — | — | — | — | 39.0% | — | 9.6x | 1.2x | 1.51 |
CTBI | CTBI | Champion | Community Trust Bancorp, Inc. | Financial Services | Banks – Regional | $75.08 | 3.78% | 4.12% | $0.710 | 4 | $2.840 | $0.530 | Sep 15, 2026 | Oct 1, 2026 | $50.25 | $79.92 | 11.9 | 18.6% | 8.9% | 8.1% | 6.3% | 53.5% | 33.1% | $29.85 | 152.0% | 0.0% | 13.7% | 36.0% | $7.49 | 12.7% | — | 8.0% | 11.5% | 12.6x | 1.5x | 1.03 |
FBP | FBP | Challenger | First BanCorp. New | Financial Services | Banks – Regional | $27.66 | 2.17% | 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% | — | 31.1% | 33.0% | $11.85 | 133.0% | 0.0% | 6.7% | 36.2% | $3.00 | 19.5% | — | 9.0% | 17.1% | 11.7x | 2.1x | 4.15 |
AROW | AROW | Champion | Arrow Financial Corporation | Financial Services | Banks – Regional | $36.85 | 3.26% | 4.10% | $0.300 | 4 | $1.200 | $0.300 | Aug 11, 2026 | Aug 25, 2026 | $26.17 | $42.70 | 6.6 | 40.0% | 3.3% | 3.3% | 3.0% | 50.5% | 32.8% | $15.50 | 138.0% | 0.0% | 15.5% | 29.3% | $2.81 | 12.0% | — | 43.0% | 9.5% | 11.9x | 1.4x | 2.84 |
PEBK | PEBK | Challenger | Peoples Bancorp of North Caroli | Financial Services | Banks – Regional | $44.27 | 2.37% | 3.23% | $0.210 | 5 | $1.050 | $0.210 | Sep 3, 2026 | Sep 15, 2026 | $27.33 | $45.78 | 11.7 | 5.3% | 3.6% | 9.3% | 11.8% | 53.5% | 32.7% | — | — | 0.0% | 1.5% | — | — | — | — | 10.0% | 0.0% | 12.2x | 1.5x | — |
FMAO | FMAO | Contender | Farmers & Merchants Bancorp, In | Financial Services | Banks – Regional | $35.32 | 2.83% | 3.47% | $0.250 | 4 | $1.000 | $0.230 | Oct 9, 2026 | Oct 20, 2026 | $22.91 | $36.12 | 9.2 | 5.5% | 3.8% | 6.4% | 10.7% | 58.2% | 32.7% | $14.45 | 144.0% | 0.0% | 21.4% | 36.0% | $3.13 | 10.9% | — | 35.0% | 6.6% | 12.2x | 1.3x | 4.01 |
ORRF | ORRF | Contender | Orrstown Financial Services, In | Financial Services | Banks – Regional | $41.66 | 2.88% | 3.23% | $0.300 | 4 | $1.200 | $0.300 | Aug 4, 2026 | Aug 11, 2026 | $32.30 | $43.81 | 13.1 | 14.7% | 14.0% | 10.2% | 13.2% | 36.8% | 32.2% | $22.25 | 87.0% | 0.0% | 28.8% | 42.8% | $4.46 | 14.8% | — | 31.0% | 9.9% | 9.4x | 1.3x | 4.90 |
ACNB | ACNB | Challenger | ACNB Corporation | Financial Services | Banks – Regional | $64.75 | 2.59% | 3.40% | $0.420 | 4 | $1.680 | $0.920 | Sep 1, 2026 | Sep 15, 2026 | $42.52 | $67.60 | 18.1 | 59.1% | 23.3% | 15.5% | 10.1% | 53.9% | 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 |
BKU | BKU | Challenger | BankUnited, Inc. | Financial Services | Banks – Regional | $44.92 | 2.94% | 3.41% | $0.330 | 4 | $1.320 | $0.330 | Jul 10, 2026 | Jul 31, 2026 | $35.10 | $52.11 | 9.8 | 6.7% | 7.2% | 6.8% | 4.3% | 21.9% | 31.8% | $18.20 | 147.0% | 0.0% | 7.9% | 23.9% | $5.22 | 9.2% | — | 39.0% | 5.3% | 12.3x | 1.1x | 0.27 |
COFS | COFS | Contender | ChoiceOne Financial Services, I | Financial Services | Banks – Regional | $33.10 | 3.50% | 4.11% | $0.290 | 4 | $1.160 | $0.290 | Sep 15, 2026 | Sep 30, 2026 | $26.35 | $35.40 | 8.5 | 3.6% | 3.7% | 5.0% | 6.5% | 34.9% | 31.7% | $18.35 | 80.0% | 0.0% | 75.0% | 31.9% | $3.95 | 12.0% | — | 12.0% | 9.7% | 9.0x | 1.0x | -1.29 |
BAC | BAC | Contender | Bank of America Corporation | Financial Services | Banks – Diversified | $53.75 | 2.38% | 2.48% | $0.320 | 4 | $1.280 | $0.280 | Sep 4, 2026 | Sep 25, 2026 | $46.12 | $65.23 | 11.5 | 9.4% | 8.8% | 9.1% | 17.8% | 10.7% | 31.3% | $21.65 | 148.0% | 0.0% | — | 29.5% | $13.55 | 11.2% | — | — | — | 12.4x | 1.4x | 0.85 |
TMP | TMP | Champion | Tompkins Financial Corporation | Financial Services | Banks – Regional | $97.58 | 2.87% | 3.78% | $0.700 | 4 | $2.800 | $0.670 | Aug 7, 2026 | Aug 14, 2026 | $62.98 | $102.59 | 7.4 | 8.5% | 3.9% | 4.5% | 4.3% | 63.4% | 31.2% | $61.15 | 60.0% | 0.0% | 49.7% | 38.7% | $3.96 | 20.4% | — | 36.0% | 13.4% | 8.0x | 1.5x | 1.61 |
HTB | HTB | Challenger | HomeTrust Bancshares, Inc. | Financial Services | Banks – Regional | $46.19 | 1.30% | 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% | — | 12.4% | 31.0% | $19.05 | 142.0% | 0.0% | 5.4% | 30.0% | $5.97 | 11.0% | — | — | 10.8% | 12.1x | 1.3x | 0.98 |
UMBF | UMBF | Champion | UMB Financial Corporation | Financial Services | Banks – Regional | $131.10 | 1.53% | 1.66% | $0.500 | 4 | $2.000 | $0.430 | Sep 10, 2026 | Oct 1, 2026 | $103.38 | $153.32 | 7.6 | 11.9% | 5.6% | 6.1% | 6.2% | 23.9% | 30.7% | $60.10 | 118.0% | 0.0% | 62.3% | 31.2% | $14.34 | 12.3% | — | 3.0% | 11.9% | 10.9x | 1.3x | 2.54 |
SRCE | SRCE | Champion | 1st Source Corporation | Financial Services | Banks – Regional | $85.91 | 2.10% | 2.54% | $0.450 | 4 | $1.800 | $0.430 | Aug 4, 2026 | Aug 14, 2026 | $58.15 | $91.46 | 9.4 | 13.5% | 9.5% | 7.3% | 8.8% | 54.7% | 30.2% | $34.80 | 147.0% | 0.0% | 12.0% | 37.7% | $8.98 | 13.1% | — | 7.0% | 12.5% | 12.3x | 1.6x | 1.37 |
HFBL | HFBL | Contender | Home Federal Bancorp, Inc. of L | Financial Services | Banks – Regional | $24.12 | 2.49% | 3.30% | $0.150 | 4 | $0.600 | $0.135 | Jul 27, 2026 | Aug 10, 2026 | $14.13 | $28.00 | 12.3 | 5.7% | 4.6% | 9.8% | 12.9% | 79.4% | 30.2% | — | — | 0.0% | — | — | — | — | — | — | — | 11.9x | 1.2x | — |
IBCP | IBCP | Contender | Independent Bank Corporation | Financial Services | Banks – Regional | $35.60 | 3.15% | 3.84% | $0.280 | 4 | $1.120 | $0.280 | Aug 4, 2026 | Aug 14, 2026 | $29.83 | $39.24 | 8.9 | 7.8% | 6.5% | 5.8% | 13.1% | 21.5% | 30.1% | $17.25 | 106.0% | 0.0% | 8.3% | 38.5% | $2.40 | 14.4% | — | 24.0% | 11.8% | 10.3x | 1.4x | 1.40 |
CFBK | CFBK | Challenger | CF Bankshares Inc. | Financial Services | Banks – Regional | $34.67 | 1.04% | 1.16% | $0.090 | 4 | $0.360 | $0.090 | Jul 13, 2026 | Jul 21, 2026 | $22.10 | $38.11 | 24.9 | 20.7% | 16.7% | 23.9% | — | 45.3% | 30.1% | $14.55 | 138.0% | 0.0% | 17.6% | 28.5% | $2.86 | 10.2% | — | 38.0% | 5.7% | 11.9x | 1.2x | 0.66 |
ZION | ZION | Contender | Zions Bancorporation N.A. | Financial Services | Banks – Regional | $65.27 | 2.94% | 3.50% | $0.480 | 4 | $1.920 | $0.450 | Aug 13, 2026 | Aug 20, 2026 | $46.19 | $73.34 | 8.4 | 5.2% | 3.7% | 5.5% | 21.5% | 17.8% | 29.6% | $39.25 | 66.0% | 0.0% | 8.1% | 30.9% | $12.34 | 16.4% | — | 20.0% | 13.1% | 8.3x | 1.3x | 4.14 |
HBCP | HBCP | Contender | Home Bancorp, Inc. | Financial Services | Banks – Regional | $65.90 | 1.94% | 2.39% | $0.320 | 4 | $1.280 | $0.310 | Aug 3, 2026 | Aug 14, 2026 | $52.07 | $74.50 | 8.7 | 14.7% | 8.1% | 6.8% | 12.9% | 33.9% | 29.6% | $29.90 | 120.0% | 0.0% | 10.8% | 33.8% | $7.78 | 10.8% | — | 11.0% | 9.4% | 11.0x | 1.1x | 1.79 |
THG | THG | Contender | Hanover Insurance Group Inc | Financial Services | Insurance – Property & Casualty | $232.36 | 1.64% | 2.31% | $0.950 | 4 | $3.800 | $0.950 | Sep 11, 2026 | Sep 25, 2026 | $166.54 | $236.07 | 7.9 | 5.6% | 5.5% | 6.3% | 7.5% | 40.7% | 29.3% | $104.45 | 122.0% | 0.0% | 3.9% | 11.7% | $36.29 | 21.9% | 0.4 | 19.0% | 16.4% | 11.1x | 2.2x | 0.34 |
ALL | ALL | Contender | Allstate Corporation (The) | Financial Services | Insurance – Property & Casualty | $247.88 | 1.74% | 2.33% | $1.080 | 4 | $4.320 | $1.080 | Aug 31, 2026 | Oct 1, 2026 | $188.08 | $277.22 | 9.1 | 8.2% | 6.4% | 7.4% | 12.6% | 31.2% | 29.0% | $249.90 | -1.0% | 0.0% | 5.6% | 18.8% | $49.31 | 46.1% | 0.4 | 19.0% | 36.3% | 5.0x | 2.0x | 1.82 |
STBA | STBA | Contender | S&T Bancorp, Inc. | Financial Services | Banks – Regional | $48.76 | 3.04% | 3.85% | $0.370 | 4 | $1.480 | $0.370 | Aug 18, 2026 | Aug 27, 2026 | $34.84 | $53.50 | 8.5 | 7.4% | 4.8% | 5.4% | 6.7% | 48.4% | 28.9% | $18.80 | 159.0% | 0.0% | 4.0% | 33.7% | $4.16 | 9.9% | — | 5.0% | 9.2% | 13.0x | 1.2x | 1.23 |
PRK | PRK | Challenger | Park National Corporation | Financial Services | Banks – Regional | $183.15 | 2.40% | 3.34% | $1.100 | 4 | $4.400 | $1.100 | Aug 21, 2026 | Sep 10, 2026 | $149.06 | $215.00 | 7.9 | 17.8% | 6.2% | 5.5% | 4.1% | 20.9% | 28.9% | $55.95 | 227.0% | 0.0% | 7.0% | 30.5% | $11.03 | 12.6% | — | 2.0% | 12.3% | 16.4x | 1.9x | 3.47 |
USB | USB | Contender | U.S. Bancorp | Financial Services | Banks – Regional | $57.51 | 2.82% | 4.64% | $0.540 | 3 | $1.620 | $0.520 | Sep 30, 2026 | Oct 15, 2026 | $45.02 | $66.08 | 6.9 | 4.0% | 3.0% | 4.1% | 7.2% | 28.8% | 28.6% | $25.05 | 130.0% | 0.0% | 4.8% | 26.3% | $8.04 | 12.6% | — | 49.0% | 6.5% | 11.5x | 1.5x | 1.74 |
EQH | EQH | Challenger | Equitable Holdings, Inc. | Financial Services | Asset Management | $54.41 | 2.21% | 2.54% | $0.300 | 4 | $1.200 | $0.300 | Aug 3, 2026 | Aug 10, 2026 | $35.20 | $55.15 | 12.5 | 11.8% | 10.7% | 10.2% | — | 5.2% | 28.5% | $163.25 | -67.0% | 0.0% | -6.2% | -6.6% | $4.98 | -25.1% | 2.0 | 1.4% | -17.8% | —x | —x | — |
PNC | PNC | Contender | PNC Financial Services Group, I | Financial Services | Banks – Regional | $221.03 | 3.62% | 3.83% | $2.000 | 4 | $8.000 | $1.700 | Jul 20, 2026 | Nov 5, 2026 | $176.88 | $258.96 | 12.2 | 9.2% | 5.5% | 8.6% | 13.1% | 18.7% | 28.4% | $90.80 | 143.0% | 0.0% | 7.2% | 29.0% | $18.77 | 12.6% | — | 57.0% | 5.6% | 12.2x | 1.5x | 1.55 |
PCB | PCB | Challenger | PCB Bancorp | Financial Services | Banks – Regional | $28.01 | 3.14% | 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% | — | 44.7% | 28.3% | $14.45 | 94.0% | 0.0% | 16.1% | 34.4% | $2.95 | 10.8% | — | 23.0% | 10.8% | 9.7x | 1.2x | 5.05 |
WTFC | WTFC | Contender | Wintrust Financial Corporation | Financial Services | Banks – Regional | $148.20 | 1.48% | 1.64% | $0.550 | 4 | $2.200 | $0.550 | Aug 6, 2026 | Aug 20, 2026 | $119.61 | $167.22 | 13.7 | 10.3% | 11.8% | 12.2% | 16.4% | 12.9% | 28.1% | $62.25 | 138.0% | 0.0% | 11.2% | 29.6% | $24.37 | 12.2% | — | 38.0% | 7.6% | 11.9x | 1.4x | 1.17 |
GABC | GABC | Contender | German American Bancorp, Inc. | Financial Services | Banks – Regional | $49.93 | 2.48% | 2.91% | $0.310 | 4 | $1.240 | $0.310 | Aug 10, 2026 | Aug 20, 2026 | $37.73 | $52.23 | 10.8 | 7.0% | 7.6% | 8.3% | 9.9% | 37.8% | 28.0% | $19.00 | 163.0% | 0.0% | 41.8% | 36.3% | $5.05 | 12.5% | — | 10.0% | 10.8% | 13.1x | 1.6x | 1.46 |
UNM | UNM | Contender | Unum Group | Financial Services | Insurance – Life | $95.19 | 2.12% | 2.96% | $0.505 | 4 | $2.020 | $0.460 | Jul 24, 2026 | Aug 14, 2026 | $69.02 | $96.77 | 12.4 | 9.6% | 11.6% | 10.3% | 9.6% | 30.5% | 28.0% | $21.55 | 342.0% | 0.0% | 2.0% | 5.3% | $5.25 | 6.4% | 17.3 | 26.0% | 4.8% | 22.1x | 1.4x | 1.03 |
FULT | FULT | Contender | Fulton Financial Corporation | Financial Services | Banks – Regional | $22.40 | 2.54% | 4.21% | $0.190 | 3 | $0.570 | $0.190 | Oct 1, 2026 | Oct 15, 2026 | $16.91 | $25.23 | 7.7 | 5.6% | 3.8% | 5.2% | 6.6% | 40.4% | 28.0% | $10.40 | 115.0% | 0.0% | 6.2% | 28.3% | $2.23 | 11.1% | — | 32.0% | 8.4% | 10.8x | 1.2x | 1.54 |
BFC | BFC | Contender | Bank First Corporation | Financial Services | Banks – Regional | $147.70 | 2.03% | 2.10% | $0.600 | 5 | $3.000 | $0.550 | Sep 23, 2026 | Oct 7, 2026 | $119.08 | $159.10 | 15.2 | -60.4% | 24.1% | 13.2% | 14.1% | 25.7% | 27.7% | $38.45 | 284.0% | 0.0% | 10.4% | 37.2% | $5.16 | 11.3% | — | 11.0% | 9.4% | 19.2x | 2.0x | 0.10 |
SYBT | SYBT | Contender | Stock Yards Bancorp, Inc. | Financial Services | Banks – Regional | $76.69 | 1.72% | 1.99% | $0.330 | 4 | $1.320 | $0.320 | Sep 21, 2026 | Oct 1, 2026 | $61.51 | $89.22 | 5.1 | 3.2% | 3.3% | 3.4% | 4.1% | 19.5% | 27.4% | $25.10 | 206.0% | 0.0% | 12.8% | 35.3% | $5.17 | 13.3% | — | 21.0% | 10.4% | 15.3x | 1.9x | 1.33 |
MBWM | MBWM | Contender | Mercantile Bank Corporation | Financial Services | Banks – Regional | $58.61 | 2.73% | 3.60% | $0.400 | 4 | $1.600 | $0.390 | Sep 4, 2026 | Sep 16, 2026 | $42.88 | $62.95 | 8.8 | 5.4% | 5.7% | 6.1% | 9.3% | 42.1% | 27.3% | $28.45 | 106.0% | 0.0% | 4.8% | 36.5% | $4.18 | 13.7% | — | 33.0% | 8.4% | 10.3x | 1.3x | 1.63 |
FBK | FBK | Challenger | FB Financial Corporation | Financial Services | Banks – Regional | $53.69 | 1.56% | 1.51% | $0.210 | 4 | $0.840 | $0.210 | Aug 11, 2026 | Aug 25, 2026 | $49.24 | $62.66 | 15.9 | 10.8% | 12.2% | 14.3% | — | 2.8% | 27.0% | $94.50 | -43.0% | 0.0% | 21.2% | 23.4% | $4.14 | 11.1% | — | 16.0% | 6.4% | 14.2x | 1.4x | 1.45 |
EBMT | EBMT | Contender | Eagle Bancorp Montana, Inc. | Financial Services | Banks – Regional | $20.97 | 2.82% | 3.49% | $0.148 | 4 | $0.592 | $0.145 | Aug 14, 2026 | Sep 4, 2026 | $15.80 | $24.66 | 9.7 | 1.6% | 1.7% | 6.8% | 6.4% | 32.1% | 27.0% | $10.25 | 105.0% | 0.0% | 14.9% | 21.2% | $2.85 | 8.5% | — | 30.0% | 5.7% | 10.2x | 0.8x | 1.06 |
PFIS | PFIS | Challenger | Peoples Financial Services Corp | Financial Services | Banks – Regional | $69.29 | 3.61% | 4.25% | $0.625 | 4 | $2.500 | $0.625 | Aug 31, 2026 | Sep 15, 2026 | $43.64 | $73.37 | 14.6 | 0.8% | 15.2% | 11.0% | 7.2% | 56.4% | 27.0% | $28.25 | 145.0% | 0.0% | 39.7% | 29.1% | $5.34 | 11.0% | — | 31.0% | 7.5% | 12.3x | 1.3x | 1.31 |
PLBC | PLBC | Challenger | Plumas Bancorp | Financial Services | Banks – Regional | $62.54 | 2.11% | 2.55% | $0.330 | 4 | $1.320 | $0.330 | Aug 3, 2026 | Aug 17, 2026 | $39.80 | $64.00 | 21.1 | 10.3% | 12.3% | 19.0% | — | 54.2% | 27.0% | $25.60 | 144.0% | 0.0% | 19.2% | 31.8% | $4.76 | 15.4% | — | 14.0% | 11.6% | 12.2x | 1.6x | 1.49 |
EVR | EVR | Contender | Evercore Inc. | Financial Services | Capital Markets | $254.08 | 1.40% | 1.71% | $0.890 | 4 | $3.560 | $0.890 | Aug 28, 2026 | Sep 11, 2026 | $250.25 | $388.71 | 7.4 | 5.5% | 5.3% | 6.0% | 10.8% | -17.4% | 27.0% | $88.80 | 186.0% | 0.0% | 29.4% | 15.7% | $43.37 | 39.5% | 1.8 | 36.0% | 25.7% | 14.3x | 5.3x | 1.15 |
OMF | OMF | Challenger | OneMain Holdings, Inc. | Financial Services | Credit Services | $56.02 | 7.50% | 9.81% | $1.050 | 4 | $4.200 | $1.050 | Aug 10, 2026 | Aug 14, 2026 | $45.78 | $71.93 | -7.2 | 1.0% | 2.1% | -14.7% | — | 15.1% | 26.9% | $33.20 | 69.0% | 0.0% | 9.7% | 15.3% | $28.09 | 23.3% | — | 87.0% | 3.0% | 8.4x | 1.9x | 0.75 |
ALRS | ALRS | Champion | Alerus Financial Corporation | Financial Services | Banks – Regional | $31.34 | 2.81% | 3.67% | $0.220 | 4 | $0.880 | $0.220 | Sep 25, 2026 | Oct 9, 2026 | $20.31 | $34.40 | 9.6 | 4.9% | 5.1% | 6.8% | 6.9% | 58.5% | 26.6% | $27.00 | 16.0% | 0.0% | 33.9% | 9.0% | $3.83 | 5.0% | — | 15.0% | 4.1% | 29.0x | 1.3x | — |
CFFI | CFFI | Contender | C&F Financial Corporation | Financial Services | Banks – Regional | $102.06 | 1.88% | 2.92% | $0.480 | 4 | $1.920 | $0.480 | Sep 15, 2026 | Oct 1, 2026 | $66.48 | $105.38 | 5.9 | 4.4% | 3.0% | 4.0% | 4.0% | 55.8% | 26.6% | — | — | 0.0% | -100.0% | — | — | — | — | 30.0% | 5.2% | 11.4x | 1.2x | -31.32 |
FMBH | FMBH | Contender | First Mid Bancshares, Inc. | Financial Services | Banks – Regional | $49.73 | 2.09% | 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% | 2.9% | 46.1% | 26.5% | $20.15 | 147.0% | 0.0% | 12.0% | 35.2% | $4.76 | 10.1% | — | 21.0% | 7.4% | 12.3x | 1.2x | 1.27 |
UBSI | UBSI | King | United Bankshares, Inc. | Financial Services | Banks – Regional | $46.69 | 3.26% | 4.17% | $0.380 | 4 | $1.520 | $0.380 | Sep 11, 2026 | Oct 1, 2026 | $34.68 | $49.62 | 4.9 | 2.7% | 1.8% | 1.7% | 1.4% | 41.8% | 26.4% | $18.35 | 154.0% | 0.0% | 19.5% | 40.1% | $4.08 | 9.5% | — | 10.0% | 8.4% | 12.7x | 1.2x | 1.95 |
CNOB | CNOB | Challenger | ConnectOne Bancorp, Inc. | Financial Services | Banks – Regional | $31.82 | 2.45% | 2.90% | $0.195 | 4 | $0.780 | $0.195 | Aug 14, 2026 | Sep 1, 2026 | $23.20 | $34.14 | 15.8 | 4.2% | 4.9% | 13.4% | 9.6% | 29.6% | 26.4% | $80.50 | -60.0% | 0.0% | 51.5% | 33.3% | $2.68 | 10.3% | — | 13.0% | 8.9% | 9.9x | 1.1x | 0.83 |
HIG | HIG | Contender | The Hartford Insurance Group, I | Financial Services | Insurance – Diversified | $135.12 | 1.78% | 1.96% | $0.600 | 4 | $2.400 | $0.600 | Sep 1, 2026 | Oct 2, 2026 | $120.33 | $146.07 | 13.6 | 15.4% | 12.2% | 11.8% | 11.1% | 12.5% | 26.3% | $70.65 | 91.0% | 0.0% | 6.9% | 15.0% | $21.71 | 22.1% | 1.8 | 18.0% | 18.9% | 9.6x | 1.9x | 0.12 |
AIZ | AIZ | Contender | Assurant, Inc. | Financial Services | Insurance – Property & Casualty | $283.31 | 1.24% | 1.64% | $0.880 | 4 | $3.520 | $0.880 | Aug 31, 2026 | Sep 28, 2026 | $206.03 | $303.94 | 7.2 | 10.0% | 7.9% | 5.9% | 5.8% | 39.2% | 26.3% | $104.45 | 171.0% | 0.0% | 7.9% | 7.9% | $37.93 | 18.3% | 0.4 | 27.0% | 13.1% | 13.6x | 2.3x | 2.16 |
CBOE | CBOE | Contender | Cboe Global Markets, Inc. | Financial Services | Financial Data & Stock Exchanges | $314.98 | 0.55% | 1.15% | $0.860 | 2 | $1.720 | $0.720 | Aug 31, 2026 | Sep 15, 2026 | $227.15 | $371.18 | 6.3 | 21.7% | 3.9% | 5.7% | 9.4% | 33.4% | 26.1% | $64.15 | 391.0% | 0.0% | 17.2% | 49.2% | $18.80 | 26.3% | 1.6 | 14.0% | 20.8% | 24.6x | 5.9x | 2.79 |
MTB | MTB | Challenger | M&T Bank Corporation | Financial Services | Banks – Regional | $219.14 | 2.74% | 3.19% | $1.500 | 4 | $6.000 | $1.500 | Sep 1, 2026 | Sep 30, 2026 | $174.76 | $255.95 | 9.1 | 8.1% | 5.6% | 6.4% | 7.9% | 19.0% | 26.0% | $94.60 | 132.0% | 0.0% | 4.4% | 28.8% | $26.34 | 10.7% | — | 35.0% | 7.6% | 11.6x | 1.2x | 1.30 |
MCBS | MCBS | Challenger | MetroCity Bankshares, Inc. | Financial Services | Banks – Regional | $35.23 | 3.29% | 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% | — | 36.6% | 26.0% | $14.40 | 145.0% | 0.0% | 10.2% | 43.9% | $2.85 | 15.9% | — | 41.0% | 8.0% | 12.2x | 1.8x | 19.73 |
FCF | FCF | Challenger | First | Financial Services | Banks – Regional | $21.27 | 2.63% | 3.39% | $0.140 | 4 | $0.560 | $0.140 | Aug 7, 2026 | Aug 21, 2026 | $15.00 | $22.34 | 6.7 | 3.8% | 3.9% | 4.1% | 7.0% | 28.1% | 26.0% | $8.20 | 159.0% | 0.0% | 9.4% | 30.7% | $1.90 | 10.9% | — | 7.0% | 9.6% | 13.0x | 1.4x | 1.46 |
CIVB | CIVB | Contender | Civista Bancshares, Inc. | Financial Services | Banks – Regional | $26.85 | 2.68% | 3.26% | $0.180 | 4 | $0.720 | $0.180 | Aug 4, 2026 | Aug 18, 2026 | $20.07 | $29.97 | 5.1 | 6.0% | 6.4% | 2.4% | 12.4% | 42.0% | 25.9% | $13.45 | 100.0% | 0.0% | 13.3% | 28.9% | $2.78 | 11.2% | — | 16.0% | 8.4% | 10.0x | 1.0x | 1.37 |
ASB | ASB | Contender | Associated Banc-Corp | Financial Services | Banks – Regional | $29.00 | 3.31% | 4.05% | $0.240 | 4 | $0.960 | $0.240 | Sep 1, 2026 | Sep 15, 2026 | $23.86 | $32.46 | 8.7 | 4.3% | 4.6% | 5.3% | 8.1% | 19.3% | 25.8% | $14.35 | 102.0% | 0.0% | 43.3% | 31.5% | $3.81 | 9.7% | — | 14.0% | 8.2% | 10.1x | 1.0x | 1.78 |
WSBC | WSBC | Contender | WesBanco, Inc. | Financial Services | Banks – Regional | $39.39 | 3.86% | 4.74% | $0.380 | 4 | $1.520 | $0.380 | Sep 4, 2026 | Oct 1, 2026 | $29.57 | $43.02 | 6.9 | 2.7% | 2.8% | 3.0% | 4.8% | 32.3% | 25.7% | $17.60 | 124.0% | 0.0% | 60.8% | 31.3% | $4.13 | 9.0% | — | 30.0% | 6.2% | 11.2x | 1.0x | 1.23 |
FCBC | FCBC | Contender | First Community Bankshares, Inc | Financial Services | Banks – Regional | $48.80 | 2.70% | 5.41% | $0.330 | 4 | $1.320 | $0.310 | Aug 7, 2026 | Aug 21, 2026 | $31.21 | $50.17 | 20.0 | -31.7% | 24.9% | 17.2% | 14.6% | 68.0% | 25.6% | $15.85 | 208.0% | 0.0% | 1.0% | 31.4% | $2.47 | 11.4% | — | — | 11.4% | 15.4x | 1.7x | 1.25 |
RF | RF | Contender | Regions Financial Corporation | Financial Services | Banks – Regional | $27.45 | 4.37% | 4.38% | $0.300 | 4 | $1.200 | $0.265 | Dec 1, 2026 | Jan 4, 2027 | $23.59 | $32.47 | 15.9 | 7.9% | 9.2% | 11.5% | 15.9% | 26.0% | 25.5% | $12.25 | 124.0% | 0.0% | 6.2% | 28.6% | $0.00 | 12.4% | — | 21.0% | 10.2% | 11.2x | 1.4x | 1.43 |
SEIC | SEIC | Champion | SEI Investments Company | Financial Services | Asset Management | $104.40 | 1.00% | 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% | 32.1% | 25.4% | $28.35 | 268.0% | 0.0% | 8.1% | 28.9% | $5.93 | 27.6% | 5.1 | 2.0% | 28.4% | 18.4x | 5.0x | 1.78 |
MSBI | MSBI | Challenger | Midland States Bancorp, Inc. | Financial Services | Banks – Regional | $33.14 | 3.98% | 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% | 116.3% | 25.1% | $39.00 | -15.0% | 0.0% | 8.4% | 10.3% | $5.75 | 7.5% | — | 38.0% | 4.5% | 21.2x | 1.5x | 1.41 |
NDAQ | NDAQ | Contender | Nasdaq, Inc. | Financial Services | Financial Data & Stock Exchanges | $90.33 | 1.37% | 1.35% | $0.310 | 4 | $1.240 | $0.310 | Sep 11, 2026 | Sep 25, 2026 | $76.55 | $101.79 | 12.4 | 13.7% | 11.4% | 11.1% | 11.8% | 5.8% | 24.8% | $17.15 | 427.0% | 0.0% | 12.1% | 35.1% | $4.02 | 16.5% | 1.0 | 43.0% | 9.3% | 26.3x | 4.2x | 1.44 |
SF | SF | Challenger | Stifel Financial Corporation | Financial Services | Capital Markets | $70.28 | 1.94% | 1.90% | $0.340 | 4 | $1.360 | $0.340 | Sep 1, 2026 | Sep 15, 2026 | $67.81 | $89.83 | 30.6 | 10.6% | 13.0% | 28.7% | — | -1.9% | 24.4% | $28.00 | 151.0% | 0.0% | 11.3% | 15.5% | $3.01 | 16.4% | 0.9 | 27.0% | 13.3% | 12.6x | 2.0x | 0.83 |
INDB | INDB | Contender | Independent Bank Corp. | Financial Services | Banks – Regional | $79.88 | 3.20% | 3.54% | $0.640 | 4 | $2.560 | $0.640 | Sep 28, 2026 | Oct 9, 2026 | $65.45 | $87.50 | 8.9 | 7.3% | 4.5% | 5.7% | 8.3% | 28.4% | 24.3% | $33.95 | 135.0% | 0.0% | 24.3% | 32.0% | $0.00 | 9.3% | — | 14.0% | 7.7% | 11.8x | 1.1x | 11.00 |
PFBC | PFBC | Challenger | Preferred Bank | Financial Services | Banks – Regional | $106.48 | 3.01% | 3.41% | $0.800 | 4 | $3.200 | $0.800 | Oct 5, 2026 | Oct 19, 2026 | $81.50 | $112.26 | 21.3 | 6.8% | 14.8% | 18.3% | 21.5% | 25.8% | 24.3% | $53.60 | 99.0% | 0.0% | 1.5% | 45.7% | $14.50 | 17.6% | — | 33.0% | 11.8% | 9.9x | 1.6x | 0.94 |
ORI | ORI | Champion | Old Republic International Corp | Financial Services | Insurance – Property & Casualty | $38.06 | 4.14% | 7.28% | $0.315 | 5 | $1.575 | $0.315 | Sep 4, 2026 | Sep 15, 2026 | $36.65 | $46.76 | 6.2 | 19.1% | 57.0% | 2.1% | 17.4% | 5.1% | 24.2% | $22.75 | 67.0% | 0.0% | 9.7% | 11.9% | $5.30 | 18.6% | 0.3 | 21.0% | 14.9% | 8.4x | 1.5x | 1.39 |
CFR | CFR | Champion | Cullen/Frost Bankers, Inc. | Financial Services | Banks – Regional | $155.05 | 2.66% | 3.03% | $1.030 | 4 | $4.120 | $1.030 | Aug 31, 2026 | Sep 15, 2026 | $119.15 | $170.80 | 9.5 | 4.1% | 4.8% | 6.9% | 6.6% | 33.7% | 24.1% | $52.90 | 193.0% | 0.0% | 8.1% | 28.4% | $11.58 | 15.5% | — | 5.0% | 14.6% | 14.7x | 2.2x | 2.86 |
WAL | WAL | Challenger | Western Alliance Bancorporation | Financial Services | Banks – Regional | $76.38 | 2.20% | 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% | — | -8.1% | 23.9% | $44.30 | 72.0% | 0.0% | 12.1% | 24.7% | $-14.03 | 13.0% | — | 26.0% | 9.5% | 8.6x | 1.1x | 1.47 |
RGA | RGA | Contender | Reinsurance Group of America, I | Financial Services | Insurance – Reinsurance | $266.75 | 1.47% | 1.99% | $0.980 | 4 | $3.920 | $0.930 | Aug 18, 2026 | Sep 1, 2026 | $178.21 | $267.46 | 7.4 | 4.7% | 5.1% | 5.9% | 9.5% | 46.6% | 23.9% | $113.55 | 135.0% | 0.0% | 7.2% | 5.8% | $79.62 | 11.7% | 1.2 | 29.0% | 7.9% | 11.8x | 1.3x | 1.14 |
MAIN | MAIN | Contender | Main Street Capital Corporation | Financial Services | Asset Management | $55.11 | 6.53% | 9.18% | $0.300 | 12 | $3.600 | $0.265 | Oct 8, 2026 | Dec 15, 2026 | $48.95 | $65.23 | 18.4 | 2.9% | 7.5% | 11.9% | 4.8% | 1.9% | 23.8% | $24.90 | 121.0% | 0.0% | 4.7% | 78.5% | $-1.60 | 14.9% | 1.7 | 44.0% | 8.3% | 11.1x | 1.6x | 1.76 |
MBIN | MBIN | Challenger | Merchants Bancorp | Financial Services | Banks – Regional | $49.95 | 0.88% | 1.00% | $0.110 | 4 | $0.440 | $0.110 | Sep 15, 2026 | Oct 1, 2026 | $30.37 | $56.87 | 13.9 | 10.3% | 11.5% | 13.0% | — | 58.1% | 23.8% | $24.90 | 101.0% | 0.0% | 1.6% | 32.0% | $-16.37 | 11.7% | — | 70.0% | 4.0% | 10.0x | 1.3x | 0.95 |
SMBC | SMBC | Contender | Southern Missouri Bancorp, Inc. | Financial Services | Banks – Regional | $70.18 | 1.54% | 1.69% | $0.270 | 4 | $1.080 | $0.250 | Aug 14, 2026 | Aug 31, 2026 | $48.05 | $79.86 | 10.3 | 8.5% | 6.7% | 8.8% | 10.7% | 50.3% | 23.5% | $32.15 | 118.0% | 0.0% | 9.9% | 35.7% | $7.31 | 12.7% | — | 20.0% | 10.2% | 10.9x | 1.3x | 1.07 |
BHB | BHB | Contender | Bar Harbor Bankshares, Inc. | Financial Services | Banks – Regional | $38.21 | 3.56% | 4.05% | $0.340 | 4 | $1.360 | $0.340 | Aug 20, 2026 | Sep 18, 2026 | $28.50 | $41.12 | 11.0 | 6.5% | 6.9% | 7.5% | 6.3% | 43.3% | 23.3% | $22.72 | 68.0% | 0.0% | 15.5% | 25.5% | $3.82 | 9.7% | — | 20.0% | 7.4% | 12.9x | 1.2x | 2.75 |
CINF | CINF | King | Cincinnati Financial Corporatio | Financial Services | Insurance – Property & Casualty | $171.25 | 2.20% | 2.50% | $0.940 | 4 | $3.760 | $0.940 | Sep 23, 2026 | Oct 15, 2026 | $150.00 | $194.81 | 10.4 | 7.9% | 7.9% | 8.2% | 4.6% | 16.9% | 23.1% | $105.90 | 62.0% | 0.0% | 11.4% | 23.8% | $22.26 | 21.5% | 1.2 | — | 20.6% | 8.1x | 1.6x | 2.19 |
BFST | BFST | Challenger | Business First Bancshares, Inc. | Financial Services | Banks – Regional | $30.85 | 1.94% | 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% | — | 32.7% | 23.0% | $14.05 | 120.0% | 0.0% | 18.4% | 25.4% | $3.17 | 10.0% | — | 24.0% | 7.5% | 11.0x | 1.1x | 1.14 |
FNLC | FNLC | Contender | First Bancorp, Inc (ME) | Financial Services | Banks – Regional | $34.37 | 4.42% | 5.88% | $0.380 | 4 | $1.520 | $0.380 | Oct 6, 2026 | Oct 16, 2026 | $24.39 | $36.30 | 8.0 | 2.7% | 2.8% | 3.5% | 5.2% | 52.8% | 22.8% | $16.85 | 104.0% | 0.0% | 2.3% | 0.0% | $3.37 | 13.5% | — | 11.0% | 0.0% | 10.2x | 1.3x | — |
OFG | OFG | Challenger | OFG Bancorp | Financial Services | Banks – Regional | $51.29 | 2.05% | 2.66% | $0.350 | 3 | $1.050 | $0.350 | Sep 30, 2026 | Oct 15, 2026 | $35.71 | $54.47 | 26.6 | -8.7% | 6.9% | 24.6% | 15.9% | 25.6% | 22.7% | $25.35 | 102.0% | 0.0% | 3.1% | 28.9% | $5.32 | 16.1% | — | 1.0% | 12.5% | 10.1x | 1.5x | 0.92 |
HFWA | HFWA | Contender | Heritage Financial Corporation | Financial Services | Banks – Regional | $27.55 | 3.63% | 4.06% | $0.250 | 4 | $1.000 | $0.240 | Aug 5, 2026 | Aug 19, 2026 | $21.32 | $31.25 | 7.6 | 2.1% | 3.7% | 3.9% | 5.6% | 34.6% | 22.7% | $10.50 | 162.0% | 0.0% | 3.4% | 26.5% | $2.20 | 7.8% | — | 15.0% | 7.0% | 13.1x | 1.0x | 2.13 |
TCBK | TCBK | Contender | TriCo Bancshares | Financial Services | Banks – Regional | $52.11 | 2.76% | 3.00% | $0.360 | 4 | $1.440 | $0.360 | Sep 11, 2026 | Sep 25, 2026 | $41.03 | $61.71 | 11.0 | 6.7% | 6.3% | 8.2% | 9.1% | 33.9% | 22.5% | $20.85 | 150.0% | 0.0% | 5.9% | 31.0% | $4.33 | 10.4% | — | 5.0% | 9.6% | 12.5x | 1.2x | 1.94 |
TOWN | TOWN | Contender | Towne Bank | Financial Services | Banks – Regional | $35.35 | 3.17% | 3.81% | $0.280 | 4 | $1.120 | $0.280 | Sep 25, 2026 | Oct 9, 2026 | $31.91 | $39.03 | 22.0 | 73.1% | 23.3% | 18.8% | 13.7% | 15.8% | 22.5% | $9.95 | 255.0% | 0.0% | 20.5% | 27.9% | $1.97 | 12.2% | — | 14.0% | 11.0% | 17.8x | 1.1x | 1.40 |
TSBK | TSBK | Contender | Timberland Bancorp, Inc. | Financial Services | Banks – Regional | $45.60 | 2.63% | 3.35% | $0.300 | 4 | $1.200 | $0.290 | Aug 10, 2026 | Aug 24, 2026 | $31.09 | $49.38 | 5.0 | 13.7% | 4.7% | 2.4% | 12.1% | 53.1% | 22.2% | $19.95 | 129.0% | 0.0% | -4.5% | 17.2% | $4.02 | 11.9% | — | 5.0% | 2.1% | 11.4x | 1.3x | 2.94 |
MET | MET | Contender | MetLife, Inc. | Financial Services | Insurance – Life | $100.76 | 2.35% | 3.05% | $0.593 | 4 | $2.372 | $0.593 | Nov 3, 2026 | Dec 8, 2026 | $67.33 | $102.43 | 6.7 | 4.3% | 4.4% | 4.3% | 5.3% | 35.1% | 22.1% | $26.10 | 286.0% | 0.0% | 7.9% | 4.3% | $24.48 | 13.1% | 2.0 | 43.0% | 7.2% | 19.3x | 2.3x | 0.53 |
BOKF | BOKF | Contender | BOK Financial Corporation | Financial Services | Banks – Regional | $124.83 | 2.02% | 2.39% | $0.630 | 4 | $2.520 | $0.630 | Aug 19, 2026 | Sep 2, 2026 | $102.72 | $146.84 | 5.9 | 10.5% | 5.3% | 3.9% | 3.9% | 20.5% | 21.6% | $53.05 | 135.0% | 0.0% | 6.1% | 28.4% | $24.75 | 10.9% | — | 36.0% | 6.5% | 11.8x | 1.3x | 1.46 |
PFG | PFG | Contender | Principal Financial Group Inc | Financial Services | Asset Management | $108.81 | 3.09% | 3.60% | $0.840 | 4 | $3.360 | $0.820 | Sep 3, 2026 | Sep 25, 2026 | $78.49 | $121.18 | 9.7 | 7.6% | 8.1% | 6.6% | 7.6% | 47.4% | 21.5% | $35.10 | 210.0% | 0.0% | 2.7% | 9.8% | $23.41 | 13.0% | 1.6 | 26.0% | 9.8% | 15.5x | 1.9x | 1.06 |
CCBG | CCBG | Contender | Capital City Bank Group | Financial Services | Banks – Regional | $49.08 | 2.20% | 2.46% | $0.270 | 4 | $1.080 | $0.270 | Sep 8, 2026 | Sep 22, 2026 | $38.27 | $53.60 | 14.1 | 10.3% | 13.6% | 11.9% | 20.9% | 28.5% | 21.3% | $18.00 | 173.0% | 0.0% | 8.1% | 24.0% | $3.61 | 11.3% | — | 6.0% | 10.4% | 13.6x | 1.5x | 2.41 |
WRB | WRB | Contender | W.R. Berkley Corporation | Financial Services | Insurance – Property & Casualty | $69.70 | 3.44% | 2.18% | $0.600 | 4 | $2.400 | $0.090 | Sep 21, 2026 | Sep 30, 2026 | $62.87 | $78.96 | 36.7 | 18.4% | 45.5% | 33.3% | 20.2% | 0.2% | 21.3% | $24.30 | 187.0% | 0.0% | 7.8% | 15.3% | $9.71 | 20.2% | 0.4 | 22.0% | 15.3% | 14.3x | —x | 4.61 |
EFSC | EFSC | Contender | Enterprise Financial Services C | Financial Services | Banks – Regional | $59.84 | 2.34% | 2.19% | $0.350 | 4 | $1.400 | $0.340 | Sep 15, 2026 | Sep 30, 2026 | $51.18 | $68.73 | 15.3 | 13.6% | 10.6% | 12.9% | 13.4% | 17.8% | 21.2% | $25.15 | 138.0% | 0.0% | 16.0% | 24.4% | $6.06 | 9.6% | — | — | 7.8% | 11.9x | 1.1x | 1.23 |
UBCP | UBCP | Contender | United Bancorp, Inc. | Financial Services | Banks – Regional | $16.00 | 4.95% | 6.89% | $0.198 | 4 | $0.792 | $0.195 | Sep 10, 2026 | Sep 18, 2026 | $12.55 | $17.34 | 11.9 | 4.4% | 5.7% | 7.0% | 7.5% | 38.7% | 20.9% | $6.90 | 132.0% | 0.0% | 6.7% | 59.1% | $1.21 | 12.1% | — | 53.0% | 6.3% | 11.6x | 1.4x | 0.58 |
FXNC | FXNC | Contender | First National Corporation | Financial Services | Banks – Regional | $29.56 | 2.30% | 3.02% | $0.170 | 4 | $0.680 | $0.170 | Aug 28, 2026 | Sep 11, 2026 | $21.86 | $33.24 | 10.0 | 9.7% | 4.8% | 7.7% | 19.4% | 41.2% | 20.9% | $12.00 | 146.0% | 0.0% | 31.2% | 23.3% | $3.34 | 11.8% | — | 18.0% | 9.6% | 12.3x | 1.4x | 2.26 |
NBTB | NBTB | Contender | NBT Bancorp Inc. | Financial Services | Banks – Regional | $50.85 | 3.15% | 3.27% | $0.400 | 4 | $1.600 | $0.370 | Sep 1, 2026 | Sep 15, 2026 | $39.45 | $54.50 | 9.9 | 8.6% | 7.4% | 6.7% | 5.4% | 34.9% | 20.7% | $20.45 | 149.0% | 0.0% | 20.8% | 28.9% | $5.04 | 11.4% | — | 7.0% | 10.3% | 12.4x | 1.4x | 2.66 |
CHCO | CHCO | Contender | City Holding Company | Financial Services | Banks – Regional | $141.69 | 2.82% | 3.00% | $1.000 | 4 | $4.000 | $0.870 | Oct 15, 2026 | Oct 30, 2026 | $113.21 | $148.99 | 12.1 | 11.4% | 10.6% | 9.2% | 7.8% | 25.1% | 20.3% | $45.70 | 210.0% | 0.0% | 7.0% | 40.4% | $10.13 | 16.8% | — | 16.0% | 13.7% | 15.5x | 2.5x | 1.91 |
SFBS | SFBS | Contender | ServisFirst Bancshares, Inc. | Financial Services | Banks – Regional | $39.36 | 1.93% | 1.71% | $0.190 | 4 | $0.760 | $0.190 | Oct 1, 2026 | Oct 9, 2026 | $33.60 | $46.04 | 15.6 | 13.4% | 10.7% | 13.7% | 26.1% | 8.8% | 20.0% | $14.65 | 169.0% | 0.0% | 16.8% | 51.2% | $4.32 | 17.3% | — | 2.0% | 16.7% | 13.4x | 2.2x | 1.39 |
FSBW | FSBW | Contender | FS Bancorp, Inc. | Financial Services | Banks – Regional | $44.85 | 2.59% | 3.07% | $0.290 | 4 | $1.160 | $0.290 | Aug 7, 2026 | Aug 21, 2026 | $36.66 | $45.85 | 20.2 | -13.5% | 6.6% | 17.7% | 21.1% | 25.5% | 19.9% | $21.80 | 106.0% | 0.0% | 5.6% | 21.4% | $14.97 | 10.8% | — | 54.0% | 6.0% | 10.3x | 1.0x | 1.35 |
MTG | MTG | Challenger | MGIC Investment Corporation | Financial Services | Insurance – Specialty | $26.95 | 2.52% | 2.37% | $0.170 | 4 | $0.680 | $0.150 | Aug 5, 2026 | Aug 20, 2026 | $24.69 | $31.89 | 21.5 | 14.8% | 14.3% | 19.0% | — | 2.5% | 19.8% | $16.00 | 68.0% | 0.0% | 0.5% | 59.2% | $3.45 | 13.9% | 5.0 | 11.0% | 12.3% | 8.4x | 1.1x | 0.40 |
IBOC | IBOC | Contender | International Bancshares Corpor | Financial Services | Banks – Regional | $67.34 | 2.17% | 2.53% | $0.730 | 2 | $1.460 | $0.730 | Aug 14, 2026 | Aug 28, 2026 | $63.20 | $78.46 | 7.1 | 4.3% | 5.0% | 4.9% | 9.3% | 7.1% | 19.8% | — | — | 0.0% | — | — | — | — | — | 3.0% | 5.5% | 10.2x | 1.2x | 0.98 |
PEBO | PEBO | Contender | Peoples Bancorp Inc. | Financial Services | Banks – Regional | $36.72 | 4.58% | 5.62% | $0.420 | 4 | $1.680 | $0.420 | Aug 3, 2026 | Aug 17, 2026 | $28.01 | $42.29 | 7.7 | 2.5% | 2.5% | 3.2% | 10.3% | 43.2% | 19.7% | $16.55 | 122.0% | 0.0% | 2.5% | 25.2% | $3.90 | 9.9% | — | 11.0% | 8.3% | 11.1x | 1.0x | 1.45 |
SPFI | SPFI | Challenger | South Plains Financial, Inc. | Financial Services | Banks – Regional | $43.02 | 1.67% | 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% | — | 14.3% | 19.7% | $18.35 | 134.0% | 0.0% | 8.6% | 28.0% | $4.28 | 12.0% | — | 9.0% | 10.3% | 11.7x | 1.3x | 1.73 |
RJF | RJF | Contender | Raymond James Financial, Inc. | Financial Services | Asset Management | $156.78 | 1.38% | 1.49% | $0.540 | 4 | $2.160 | $0.540 | Oct 1, 2026 | Oct 15, 2026 | $138.82 | $182.73 | 17.1 | 8.0% | 8.7% | 15.7% | 15.0% | -0.2% | 19.6% | $57.35 | 173.0% | 0.0% | 9.7% | 15.1% | $8.53 | 18.4% | 2.1 | 25.0% | 13.7% | 13.7x | 2.4x | 0.77 |
LCNB | LCNB | Challenger | LCNB Corporation | Financial Services | Banks – Regional | $18.94 | 4.65% | 5.80% | $0.220 | 4 | $0.880 | $0.220 | Sep 1, 2026 | Sep 15, 2026 | $14.31 | $21.32 | 7.6 | 0.0% | 1.6% | 3.0% | 3.2% | 39.2% | 19.3% | $8.65 | 119.0% | 0.0% | 15.5% | 32.7% | $2.71 | 9.0% | — | 28.0% | 6.4% | 11.0x | 1.0x | 3.58 |
HMN | HMN | Contender | Horace Mann Educators Corporati | Financial Services | Insurance – Property & Casualty | $46.33 | 3.11% | 3.67% | $0.360 | 4 | $1.440 | $0.360 | Sep 16, 2026 | Sep 30, 2026 | $41.29 | $55.56 | 6.2 | 2.9% | 3.0% | 3.1% | 3.2% | 12.0% | 18.8% | $21.40 | 116.0% | 0.0% | 6.7% | 10.2% | $13.98 | 12.4% | 2.9 | 28.0% | 8.3% | 10.8x | 1.3x | 1.16 |
BEN | BEN | Champion | Franklin Templeton, Inc. | Financial Services | Asset Management | $32.81 | 4.02% | 5.34% | $0.330 | 4 | $1.320 | $0.330 | Sep 30, 2026 | Oct 9, 2026 | $21.11 | $36.28 | 7.4 | 3.1% | 3.2% | 3.3% | 6.2% | 50.5% | 18.7% | $7.35 | 346.0% | 0.0% | 3.5% | 4.0% | $0.55 | 7.9% | 5.5 | 59.0% | 1.4% | 22.3x | 1.4x | 0.41 |
SSB | SSB | Contender | SouthState Bank Corporation | Financial Services | Banks – Regional | $101.81 | 2.59% | 2.51% | $0.660 | 4 | $2.640 | $0.600 | Aug 7, 2026 | Aug 14, 2026 | $84.48 | $112.20 | 7.9 | 10.8% | 6.8% | 5.3% | 7.9% | 15.6% | 18.6% | $47.60 | 114.0% | 0.0% | 55.9% | 34.9% | $9.57 | 10.6% | — | 10.0% | 9.7% | 10.7x | 1.1x | 1.45 |
FRME | FRME | Contender | First Merchants Corporation | Financial Services | Banks – Regional | $39.60 | 3.74% | 3.80% | $0.370 | 4 | $1.480 | $0.370 | Sep 4, 2026 | Sep 18, 2026 | $34.66 | $45.33 | 9.6 | 2.8% | 3.4% | 5.8% | 11.3% | 19.3% | 18.5% | $15.55 | 155.0% | 0.0% | 6.3% | 24.7% | $5.01 | 7.4% | — | — | 5.3% | 12.7x | 0.9x | 1.40 |
CBU | CBU | Champion | Community Financial System, Inc | Financial Services | Banks – Regional | $60.24 | 3.25% | 3.28% | $0.490 | 4 | $1.960 | $0.470 | Sep 15, 2026 | Oct 13, 2026 | $53.46 | $71.11 | 5.6 | 2.7% | 2.4% | 2.4% | 0.8% | 15.2% | 18.2% | $21.55 | 180.0% | 0.0% | 9.6% | 26.6% | $5.86 | 11.5% | — | 17.0% | 9.3% | 14.0x | 1.5x | 2.62 |
CNA | CNA | Challenger | CNA Financial Corporation | Financial Services | Insurance – Property & Casualty | $48.21 | 3.98% | 9.23% | $0.480 | 4 | $1.920 | $0.480 | Aug 17, 2026 | Sep 3, 2026 | $41.53 | $55.71 | 15.5 | 2.1% | 10.9% | 11.5% | 2.7% | 24.2% | 18.1% | $22.70 | 112.0% | 0.0% | -100.0% | 8.2% | $8.62 | 11.3% | 0.4 | 21.0% | 8.7% | 10.6x | 1.2x | 0.92 |
RNR | RNR | Champion | RenaissanceRe Holdings Ltd. | Financial Services | Insurance – Reinsurance | $351.06 | 0.35% | 0.66% | $0.410 | 3 | $1.230 | $0.410 | Sep 15, 2026 | Sep 30, 2026 | $231.17 | $351.20 | -2.6 | -22.6% | -6.6% | -3.0% | 0.0% | 40.9% | 17.9% | $289.55 | 21.0% | 0.0% | -0.8% | 30.2% | $86.78 | 21.5% | 1.4 | 17.0% | 19.7% | 6.1x | 1.3x | 3.62 |
CB | CB | Champion | Chubb Limited | Financial Services | Insurance – Property & Casualty | $330.89 | 0.62% | 1.27% | $1.020 | 2 | $2.040 | $1.020 | Sep 11, 2026 | Oct 2, 2026 | $265.30 | $365.91 | -0.4 | 7.9% | -3.8% | -1.0% | 1.0% | 18.7% | 17.9% | $141.15 | 134.0% | 0.0% | 5.4% | 23.0% | $39.85 | 14.8% | 0.4 | 19.0% | 12.4% | 11.7x | 1.7x | 2.49 |
SFNC | SFNC | Contender | Simmons First National Corporat | Financial Services | Banks – Regional | $22.07 | 3.90% | 4.22% | $0.215 | 4 | $0.860 | $0.215 | Sep 15, 2026 | Oct 1, 2026 | $17.00 | $24.32 | 7.8 | 1.1% | 2.8% | 3.9% | 6.1% | 30.6% | 17.6% | $21.60 | 2.0% | 0.0% | 16.7% | 26.3% | $0.00 | 7.8% | — | 26.0% | 6.1% | 11.4x | 1.0x | 3.83 |
VOYA | VOYA | Challenger | Voya Financial, Inc. | Financial Services | Financial Conglomerates | $96.65 | 1.95% | 1.98% | $0.470 | 4 | $1.880 | $0.470 | Aug 26, 2026 | Sep 28, 2026 | $64.50 | $105.64 | 25.8 | 4.4% | 23.4% | 23.9% | 47.0% | 34.4% | 17.5% | $29.70 | 225.0% | 0.0% | 1.7% | 6.9% | $13.16 | 9.6% | 5.7 | 38.0% | 7.4% | 16.3x | 1.9x | 0.66 |
GCBC | GCBC | Contender | Greene County Bancorp, Inc. | Financial Services | Banks – Regional | $34.48 | 1.28% | 1.22% | $0.110 | 4 | $0.440 | $0.100 | Aug 14, 2026 | Aug 31, 2026 | $21.38 | $36.33 | 12.1 | 10.8% | 12.2% | 10.8% | 8.2% | 62.0% | 17.3% | — | — | 0.0% | — | — | — | — | — | 12.0% | — | 14.3x | 2.1x | 1.83 |
AGM | AGM | Contender | Federal Agricultural Mortgage C | Financial Services | Credit Services | $203.97 | 3.14% | 3.23% | $1.600 | 4 | $6.400 | $1.600 | Sep 15, 2026 | Sep 30, 2026 | $136.57 | $248.29 | 16.0 | 6.8% | 14.0% | 12.9% | 21.0% | 39.5% | 17.3% | $91.40 | 123.0% | 0.0% | 13.4% | 44.6% | $33.26 | 13.5% | 1.5 | 95.0% | 0.8% | 11.2x | 1.8x | 0.68 |
MCO | MCO | Contender | Moody's Corporation | Financial Services | Financial Data & Stock Exchanges | $485.07 | 0.85% | 0.83% | $1.030 | 4 | $4.120 | $1.030 | Aug 14, 2026 | Sep 4, 2026 | $402.28 | $546.88 | 11.6 | 9.8% | 10.2% | 10.7% | 10.8% | 4.7% | 17.2% | $78.80 | 516.0% | 0.0% | 8.9% | 34.3% | $19.16 | 76.9% | 1.2 | 69.0% | 26.6% | 30.8x | 27.8x | 1.70 |
AMP | AMP | Contender | Ameriprise Financial, Inc. | Financial Services | Asset Management | $490.91 | 1.39% | 1.42% | $1.700 | 4 | $6.800 | $1.700 | Aug 3, 2026 | Aug 21, 2026 | $422.37 | $572.56 | 10.1 | 7.1% | 8.3% | 8.7% | 8.8% | 2.5% | 17.1% | $207.10 | 137.0% | 0.0% | 7.1% | 20.4% | $93.03 | 63.4% | 2.2 | 50.0% | 32.3% | 11.9x | 6.8x | 1.38 |
HOMB | HOMB | Contender | Home BancShares, Inc. | Financial Services | Banks – Regional | $29.20 | 3.15% | 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% | 14.1% | 16.9% | $12.20 | 139.0% | 0.0% | 7.3% | 42.5% | $0.00 | 11.1% | — | 14.0% | 9.6% | 12.0x | 1.3x | 3.01 |
V | V | Contender | Visa Inc. | Financial Services | Credit Services | $360.66 | 0.74% | 0.74% | $0.670 | 4 | $2.680 | $0.670 | Aug 11, 2026 | Sep 1, 2026 | $293.89 | $385.57 | 16.7 | 13.6% | 14.2% | 15.9% | 16.9% | 4.7% | 16.8% | $58.75 | 514.0% | 0.0% | 11.3% | 50.8% | $13.25 | 61.2% | 1.0 | 38.0% | 39.7% | 30.7x | 19.1x | 1.63 |
AFL | AFL | Champion | AFLAC Incorporated | Financial Services | Insurance – Life | $111.54 | 2.19% | 2.25% | $0.610 | 4 | $2.440 | $0.610 | Aug 19, 2026 | Sep 1, 2026 | $105.43 | $130.22 | 15.9 | 7.6% | 13.2% | 13.7% | 11.4% | 3.6% | 16.7% | $46.50 | 140.0% | 0.0% | 0.8% | 28.4% | $5.28 | 16.9% | 0.9 | 22.0% | 12.8% | 12.0x | 1.9x | 1.18 |
UCB | UCB | Contender | United Community Banks, Inc. | Financial Services | Banks – Regional | $34.69 | 3.00% | 3.20% | $0.260 | 4 | $1.040 | $0.250 | Sep 15, 2026 | Oct 5, 2026 | $28.65 | $37.18 | 8.9 | 4.1% | 3.5% | 5.9% | 13.7% | 14.2% | 16.4% | $15.30 | 127.0% | 0.0% | 8.8% | 30.9% | $3.24 | 10.3% | — | 18.0% | 8.5% | 11.3x | 1.1x | 1.67 |
WABC | WABC | Champion | Westamerica Bancorporation | Financial Services | Banks – Regional | $61.28 | 3.13% | 3.53% | $0.480 | 4 | $1.920 | $0.480 | Aug 3, 2026 | Aug 14, 2026 | $46.23 | $63.61 | 5.9 | 4.4% | 3.4% | 2.8% | 1.9% | 40.3% | 16.3% | $22.55 | 172.0% | 0.0% | -12.2% | 86.6% | $0.00 | 12.9% | — | 3.0% | 12.0% | 13.6x | 1.7x | 4.62 |
AFG | AFG | Contender | American Financial Group, Inc. | Financial Services | Insurance – Property & Casualty | $139.10 | 3.80% | 7.82% | $0.880 | 6 | $5.280 | $0.880 | Oct 15, 2026 | Oct 23, 2026 | $123.09 | $150.02 | -18.0 | -23.7% | -6.3% | -21.8% | 12.7% | 3.5% | 15.9% | $57.20 | 143.0% | 0.0% | 0.1% | 13.4% | $18.89 | 20.4% | 2.1 | 27.0% | 14.5% | 12.2x | 2.4x | 2.30 |
HTGC | HTGC | Challenger | Hercules Capital, Inc. | Financial Services | Asset Management | $16.51 | 11.39% | 14.16% | $0.470 | 4 | $1.880 | $0.470 | Aug 11, 2026 | Aug 18, 2026 | $13.70 | $19.13 | 16.1 | 3.9% | -0.9% | 4.8% | 4.2% | 23.7% | 15.8% | $10.05 | 64.0% | 0.0% | 7.9% | 67.7% | $0.05 | 17.3% | 0.1 | 51.0% | 8.4% | 8.2x | 1.3x | 0.52 |
ICE | ICE | Contender | Intercontinental Exchange Inc. | Financial Services | Financial Data & Stock Exchanges | $161.56 | 1.29% | 1.30% | $0.520 | 4 | $2.080 | $0.520 | Dec 16, 2026 | Dec 31, 2026 | $121.79 | $176.05 | 10.9 | 7.9% | 7.5% | 9.6% | 11.9% | 7.9% | 15.7% | $35.45 | 356.0% | 0.0% | 7.0% | 38.3% | $9.82 | 14.1% | 1.0 | 40.0% | 8.4% | 22.8x | 3.1x | 1.85 |
KKR | KKR | Challenger | KKR & Co. Inc. | Financial Services | Asset Management | $90.29 | 0.86% | 0.81% | $0.195 | 4 | $0.780 | $0.195 | Aug 10, 2026 | Aug 25, 2026 | $82.67 | $144.84 | 7.2 | 5.6% | 5.9% | 6.3% | -0.9% | -28.2% | 15.4% | $15.65 | 477.0% | 0.0% | 7.5% | 0.0% | $2.77 | 7.3% | 0.9 | 66.0% | 0.0% | 28.9x | 2.8x | 0.39 |
GL | GL | Contender | Globe Life Inc. | Financial Services | Insurance – Life | $168.77 | 0.78% | 0.84% | $0.330 | 4 | $1.320 | $0.330 | Oct 5, 2026 | Oct 30, 2026 | $127.85 | $191.55 | 10.8 | 20.0% | 12.6% | 10.0% | 8.5% | 27.2% | 15.4% | $75.35 | 124.0% | 0.0% | 3.7% | 19.6% | $18.11 | 20.9% | 0.8 | 30.0% | 14.5% | 11.2x | 2.1x | 1.30 |
NNI | NNI | Contender | Nelnet, Inc. | Financial Services | Credit Services | $127.42 | 1.04% | 1.05% | $0.330 | 4 | $1.320 | $0.330 | Sep 1, 2026 | Sep 15, 2026 | $116.62 | $144.38 | 9.5 | 15.8% | 8.3% | 8.4% | 10.6% | 0.6% | 15.3% | $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 |
OZK | OZK | Champion | Bank OZK | Financial Services | Banks – Regional | $46.12 | 4.25% | 3.93% | $0.490 | 4 | $1.960 | $0.480 | Oct 13, 2026 | Oct 20, 2026 | $42.37 | $53.39 | 15.1 | 9.2% | 10.2% | 10.9% | 11.7% | 8.7% | 15.0% | $30.30 | 52.0% | 0.0% | 4.2% | 38.8% | $7.94 | 11.3% | — | 7.0% | 10.5% | 7.6x | 0.9x | 2.76 |
OVLY | OVLY | Contender | Oak Valley Bancorp (CA) | Financial Services | Banks – Regional | $33.95 | 2.21% | 1.89% | $0.375 | 2 | $0.750 | $0.375 | Aug 3, 2026 | Aug 14, 2026 | $25.85 | $35.97 | 23.1 | 25.0% | 32.8% | 20.9% | 12.1% | 37.0% | 14.9% | — | — | 0.0% | — | — | — | — | — | — | — | 12.0x | 1.3x | — |
NWFL | NWFL | Champion | Norwood Financial Corp. | Financial Services | Banks – Regional | $33.60 | 3.81% | 4.82% | $0.320 | 4 | $1.280 | $0.320 | Oct 15, 2026 | Nov 2, 2026 | $24.38 | $35.48 | 8.0 | 3.2% | 3.3% | 4.2% | 4.5% | 49.2% | 14.7% | $14.45 | 133.0% | 0.0% | 23.9% | 28.0% | $3.03 | 11.2% | — | 18.0% | 8.9% | 11.6x | 1.3x | 2.36 |
CNS | CNS | Contender | Cohen & Steers Inc | Financial Services | Asset Management | $69.63 | 3.85% | 3.37% | $0.670 | 4 | $2.680 | $0.670 | Aug 10, 2026 | Aug 20, 2026 | $58.39 | $86.56 | 3.0 | 7.3% | 5.2% | -0.8% | 5.6% | 7.7% | 14.6% | $16.25 | 328.0% | 0.0% | 7.5% | 28.2% | $0.00 | — | — | — | 24.5% | 21.4x | 6.1x | 1.26 |
AUB | AUB | Contender | Atlantic Union Bankshares Corpo | Financial Services | Banks – Regional | $38.11 | 3.88% | 3.89% | $0.370 | 4 | $1.480 | $0.370 | Aug 7, 2026 | Aug 21, 2026 | $30.87 | $43.62 | 10.8 | 8.8% | 7.2% | 6.9% | 6.9% | 21.4% | 14.5% | $84.50 | -55.0% | 0.0% | 67.1% | 30.5% | $3.84 | 9.8% | — | 13.0% | 8.2% | 11.3x | 1.1x | 1.08 |
CBSH | CBSH | King | Commerce Bancshares, Inc. | Financial Services | Banks – Regional | $55.69 | 1.98% | 1.81% | $0.275 | 4 | $1.100 | $0.275 | Sep 4, 2026 | Sep 22, 2026 | $46.99 | $60.92 | 6.5 | 5.5% | 5.4% | 4.5% | 5.1% | 13.3% | 14.4% | $20.40 | 173.0% | 0.0% | 5.8% | 31.2% | $8.80 | 14.7% | — | 1.0% | 14.3% | 13.7x | 1.8x | 2.06 |
ESNT | ESNT | Challenger | Essent Group Ltd. | Financial Services | Insurance – Specialty | $67.73 | 1.03% | 1.88% | $0.350 | 2 | $0.700 | $0.350 | Aug 31, 2026 | Sep 10, 2026 | $55.34 | $70.37 | 10.4 | 16.7% | 2.3% | 9.4% | — | 7.2% | 14.3% | $35.85 | 89.0% | 0.0% | 1.5% | 51.5% | $9.28 | 12.0% | 1.8 | 8.0% | 11.0% | 9.5x | 1.1x | 2.41 |
PRU | PRU | Contender | Prudential Financial, Inc. | Financial Services | Insurance – Life | $112.60 | 4.97% | 5.23% | $1.400 | 4 | $5.600 | $1.400 | Aug 25, 2026 | Sep 10, 2026 | $91.89 | $127.72 | 9.0 | 3.7% | 3.9% | 4.1% | 7.1% | 19.6% | 14.2% | $55.20 | 104.0% | 0.0% | -15.3% | 6.5% | $31.79 | 12.0% | 0.8 | 43.0% | 7.3% | 10.2x | 1.2x | 0.65 |
HTH | HTH | Challenger | Hilltop Holdings Inc. | Financial Services | Financial Conglomerates | $38.56 | 2.28% | 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% | — | 18.3% | 14.1% | $13.45 | 187.0% | 0.0% | 3.7% | 12.7% | $-1.65 | 7.6% | — | 11.0% | 6.7% | 14.3x | 1.0x | 0.61 |
PB | PB | Champion | Prosperity Bancshares, Inc. | Financial Services | Banks – Regional | $67.79 | 3.54% | 3.45% | $0.600 | 4 | $2.400 | $0.600 | Sep 15, 2026 | Oct 1, 2026 | $62.28 | $77.20 | 7.7 | 3.4% | 2.9% | 4.1% | 7.2% | 15.0% | 13.9% | $28.90 | 135.0% | 0.0% | 4.7% | 40.6% | $5.17 | 7.1% | — | 23.0% | 5.5% | 11.7x | 0.8x | 4.18 |
FAF | FAF | Contender | First American Corporation (New | Financial Services | Insurance – Specialty | $64.92 | 3.76% | 3.66% | $0.610 | 4 | $2.440 | $0.550 | Sep 28, 2026 | Oct 5, 2026 | $56.20 | $79.87 | 7.4 | 4.1% | 2.6% | 3.6% | 7.4% | 16.3% | 13.8% | $36.10 | 80.0% | 0.0% | 21.6% | 9.3% | $9.83 | 13.9% | 0.4 | 24.0% | 10.9% | 9.0x | 1.2x | 2.98 |
FDBC | FDBC | Contender | Fidelity D & D Bancorp, Inc. | Financial Services | Banks – Regional | $58.15 | 2.96% | 3.38% | $0.430 | 4 | $1.720 | $0.430 | Aug 14, 2026 | Sep 10, 2026 | $41.00 | $59.00 | 10.4 | 7.5% | 6.1% | 7.5% | 7.8% | 45.0% | 13.7% | — | — | 0.0% | — | — | — | — | — | 6.0% | — | 11.1x | 1.3x | — |
PRI | PRI | Contender | Primerica, Inc. | Financial Services | Insurance – Life | $282.64 | 1.70% | 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% | 10.6% | 13.6% | $124.50 | 127.0% | 0.0% | 6.6% | 23.2% | $28.97 | 33.0% | 3.7 | 40.0% | 18.8% | 11.4x | 3.5x | 1.07 |
WTW | WTW | Challenger | Willis Towers Watson Public Lim | Financial Services | Insurance Brokers | $288.61 | 1.00% | 1.30% | $0.960 | 3 | $2.880 | $0.960 | Sep 30, 2026 | Oct 15, 2026 | $240.61 | $352.79 | 6.3 | 4.4% | 4.4% | 5.3% | 5.3% | -14.7% | 13.3% | $80.80 | 257.0% | 0.0% | -2.2% | 15.5% | $20.71 | 19.8% | 1.1 | 45.0% | 11.2% | 17.9x | 3.5x | 1.27 |
WAFD | WAFD | Contender | WaFd, Inc. | Financial Services | Banks – Regional | $32.39 | 3.33% | 3.32% | $0.270 | 4 | $1.080 | $0.270 | Aug 21, 2026 | Sep 4, 2026 | $26.31 | $39.49 | 6.8 | 0.9% | 2.9% | 3.5% | 7.0% | 9.9% | 13.1% | $15.85 | 105.0% | 0.0% | 0.6% | 30.9% | $3.61 | 8.5% | — | 55.0% | 4.9% | 10.3x | 0.9x | 1.85 |
NBHC | NBHC | Contender | National Bank Holdings Corporat | Financial Services | Banks – Regional | $37.92 | 3.38% | 2.87% | $0.320 | 4 | $1.280 | $0.320 | Aug 28, 2026 | Sep 15, 2026 | $35.06 | $47.28 | 11.7 | 7.6% | 7.6% | 8.4% | 20.3% | 11.2% | 13.0% | $11.90 | 219.0% | 0.0% | 2.5% | 20.8% | $3.81 | 6.5% | — | 16.0% | 5.9% | 15.9x | 1.0x | 1.57 |
MA | MA | Contender | Mastercard Incorporated | Financial Services | Credit Services | $552.26 | 0.63% | 0.57% | $0.870 | 4 | $3.480 | $0.870 | Oct 9, 2026 | Nov 9, 2026 | $464.52 | $601.23 | 15.0 | 14.6% | 15.3% | 14.4% | 16.5% | -3.7% | 12.7% | $90.90 | 508.0% | 0.0% | 16.4% | 46.3% | $20.05 | 241.2% | 1.1 | 80.0% | 62.2% | 30.4x | 86.3x | 1.44 |
BANF | BANF | Champion | BancFirst Corporation | Financial Services | Banks – Regional | $109.03 | 1.43% | 1.74% | $0.520 | 3 | $1.560 | $0.490 | Sep 30, 2026 | Oct 15, 2026 | $101.48 | $122.21 | 9.0 | 6.4% | 6.9% | 7.6% | 10.5% | 0.1% | 12.4% | $37.05 | 194.0% | 0.0% | 9.4% | 34.9% | $8.61 | 13.7% | — | 4.0% | 12.8% | 14.7x | 1.9x | 2.09 |
RDN | RDN | Challenger | Radian Group Inc. | Financial Services | Insurance – Specialty | $32.57 | 3.13% | 3.35% | $0.255 | 4 | $1.020 | $0.255 | Aug 24, 2026 | Sep 9, 2026 | $30.53 | $41.05 | 17.1 | 1.0% | 5.2% | 14.0% | 55.9% | -0.7% | 11.8% | $20.25 | 61.0% | 0.0% | 0.2% | 31.1% | $10.53 | 12.0% | 1.6 | 12.0% | 9.3% | 8.0x | 0.9x | 0.76 |
STC | STC | Challenger | Stewart Information Services Co | Financial Services | Insurance – Property & Casualty | $51.55 | 4.27% | 3.34% | $0.550 | 4 | $2.200 | $0.525 | Sep 15, 2026 | Sep 30, 2026 | $48.74 | $78.61 | 14.8 | 4.9% | 5.2% | 10.5% | 5.9% | -23.5% | 11.6% | $22.85 | 126.0% | 0.0% | 17.3% | 2.8% | $7.80 | 9.6% | 1.9 | 32.0% | 4.0% | 11.3x | 0.9x | 3.71 |
PBHC | PBHC | Challenger | Pathfinder Bancorp, Inc. | Financial Services | Banks – Regional | $17.43 | 2.29% | 2.38% | $0.100 | 4 | $0.400 | $0.100 | Oct 16, 2026 | Aug 7, 2026 | $12.06 | $18.30 | 11.3 | 0.0% | 3.6% | 9.0% | 7.2% | 19.7% | 11.1% | — | — | 0.0% | — | — | — | — | — | 31.0% | — | 1,743.0x | 0.9x | — |
FFIN | FFIN | Contender | First Financial Bankshares, Inc | Financial Services | Banks – Regional | $30.47 | 2.89% | 2.16% | $0.220 | 4 | $0.880 | $0.220 | Sep 14, 2026 | Oct 1, 2026 | $28.12 | $36.52 | 10.8 | 10.8% | 5.4% | 7.9% | 9.2% | 1.8% | 11.0% | $9.35 | 226.0% | 0.0% | 17.0% | 42.0% | $0.00 | 15.9% | — | 1.0% | 15.0% | 16.3x | 2.4x | 2.55 |
HLI | HLI | Contender | Houlihan Lokey, Inc. | Financial Services | Capital Markets | $129.55 | 2.16% | 1.80% | $0.700 | 4 | $2.800 | $0.700 | Sep 1, 2026 | Sep 15, 2026 | $112.83 | $204.18 | 13.5 | 11.1% | 6.4% | 11.3% | 15.0% | -29.3% | 10.5% | $29.80 | 335.0% | 0.0% | 9.6% | 16.1% | $9.23 | 17.8% | 1.7 | 18.0% | 14.7% | 21.7x | 4.0x | 0.97 |
LKFN | LKFN | Contender | Lakeland Financial Corporation | Financial Services | Banks – Regional | $58.00 | 3.59% | 3.00% | $0.520 | 4 | $2.080 | $0.520 | Jul 24, 2026 | Nov 5, 2026 | $54.36 | $64.55 | 12.9 | 4.0% | 5.0% | 9.3% | 11.4% | 4.0% | 9.7% | $21.80 | 166.0% | 0.0% | 5.9% | 39.2% | $5.18 | 15.0% | — | 0.0% | 14.5% | 13.3x | 1.9x | 1.44 |
SBSI | SBSI | Champion | Southside Bancshares, Inc. | Financial Services | Banks – Regional | $30.66 | 4.83% | 4.65% | $0.370 | 4 | $1.480 | $0.360 | Aug 20, 2026 | Sep 3, 2026 | $26.98 | $36.20 | 6.3 | 0.7% | 0.5% | 1.4% | 3.8% | 23.9% | 9.4% | $12.70 | 141.0% | 0.0% | 2.8% | 26.5% | $4.87 | 9.0% | — | 20.0% | 6.8% | 12.1x | 1.0x | 5.35 |
ARES | ARES | Challenger | Ares Management Corporation | Financial Services | Asset Management | $117.55 | 4.59% | 3.27% | $1.350 | 4 | $5.400 | $1.350 | Sep 16, 2026 | Sep 30, 2026 | $95.80 | $181.19 | 28.0 | 20.5% | 21.0% | 23.4% | 21.1% | -16.1% | 8.3% | $10.85 | 983.0% | 0.0% | 21.8% | 26.5% | $4.07 | 14.9% | 0.6 | 83.0% | 8.3% | 54.2x | 10.7x | 0.87 |
TROW | TROW | Champion | T. Rowe Price Group, Inc. | Financial Services | Asset Management | $104.62 | 4.97% | 4.89% | $1.300 | 4 | $5.200 | $1.300 | Sep 15, 2026 | Sep 29, 2026 | $85.22 | $122.00 | -1.3 | 2.4% | 2.1% | -6.3% | 9.2% | 11.9% | 7.6% | $49.80 | 110.0% | 0.0% | 4.1% | 28.4% | $9.06 | 19.4% | 4.0 | 4.0% | 19.2% | 10.5x | 2.0x | 2.16 |
IBN | IBN | Challenger | ICICI Bank Limited | Financial Services | Banks – Regional | $27.44 | 0.91% | 0.79% | $0.249 | 1 | $0.249 | $0.257 | Aug 3, 2026 | Aug 28, 2026 | $25.08 | $33.03 | 36.7 | -3.1% | 8.5% | 35.8% | 6.3% | -9.2% | 7.5% | $8.55 | 221.0% | 0.0% | -42.2% | 42.9% | $0.00 | 16.1% | — | 37.0% | 9.2% | 16.1x | 2.5x | 0.52 |
AGO | AGO | Contender | Assured Guaranty Ltd. | Financial Services | Insurance – Specialty | $70.85 | 1.07% | 1.52% | $0.380 | 2 | $0.760 | $0.380 | Aug 20, 2026 | Sep 3, 2026 | $67.24 | $92.40 | 6.9 | 15.2% | 1.5% | 5.8% | 8.4% | -8.7% | 7.0% | $37.55 | 89.0% | 0.0% | 27.3% | 37.3% | $7.37 | 6.7% | 1.0 | 23.0% | 4.8% | 9.4x | 0.6x | 0.33 |
FNF | FNF | Contender | Fidelity National Financial, In | Financial Services | Insurance – Specialty | $39.26 | 5.30% | 4.25% | $0.520 | 4 | $2.080 | $0.520 | Sep 16, 2026 | Sep 30, 2026 | $38.06 | $58.41 | 14.0 | 7.8% | 6.2% | 8.7% | 14.0% | -25.4% | 6.6% | $14.40 | 173.0% | 0.0% | 5.6% | 5.0% | $20.74 | 10.2% | 0.9 | 39.0% | 6.2% | 13.6x | 1.4x | 0.85 |
SPGI | SPGI | King | S&P Global Inc. | Financial Services | Financial Data & Stock Exchanges | $386.27 | 1.00% | 0.82% | $0.970 | 4 | $3.880 | $0.918 | Nov 25, 2026 | Dec 10, 2026 | $361.03 | $522.47 | 6.7 | 3.6% | 3.4% | 5.7% | 10.8% | -13.3% | 5.3% | $82.15 | 370.0% | 0.0% | 7.9% | 30.4% | $19.43 | 14.3% | 1.0 | 29.0% | 10.9% | 23.5x | 3.6x | 1.85 |
AJG | AJG | Contender | Arthur J. Gallagher & Co. | Financial Services | Insurance Brokers | $254.88 | 1.10% | 0.99% | $0.700 | 4 | $2.800 | $0.700 | Sep 8, 2026 | Sep 18, 2026 | $190.75 | $284.33 | 8.9 | 7.8% | 8.4% | 7.8% | 6.2% | -7.1% | 4.7% | $150.75 | 69.0% | 0.0% | 20.6% | 10.0% | $9.55 | 6.7% | 1.1 | 34.0% | 4.4% | 42.3x | 2.8x | 0.91 |
MSCI | MSCI | Contender | MSCI Inc. | Financial Services | Financial Data & Stock Exchanges | $535.95 | 1.53% | 1.14% | $2.050 | 4 | $8.200 | $2.050 | Aug 14, 2026 | Aug 28, 2026 | $501.08 | $644.77 | 20.2 | 13.6% | 13.8% | 18.7% | 23.8% | -1.5% | 4.3% | $91.50 | 486.0% | 0.0% | 9.8% | 40.7% | $22.40 | — | 0.9 | 1.7% | 35.3% | 29.3x | —x | 1.82 |
RLI | RLI | King | RLI Corp. | Financial Services | Insurance – Property & Casualty | $61.07 | 1.18% | 4.62% | $0.180 | 4 | $0.720 | $2.180 | Aug 31, 2026 | Sep 15, 2026 | $47.26 | $67.12 | 37.6 | 79.0% | 5.1% | 36.4% | 12.9% | 19.8% | 3.8% | $23.80 | 157.0% | 0.0% | 6.3% | 22.2% | $5.71 | 25.2% | 1.1 | 14.0% | 22.0% | 12.8x | 3.2x | 1.73 |
BRO | BRO | Champion | Brown & Brown, Inc. | Financial Services | Insurance Brokers | $69.40 | 0.95% | 0.68% | $0.165 | 4 | $0.660 | $0.165 | Aug 12, 2026 | Aug 19, 2026 | $53.81 | $90.46 | 13.1 | 10.0% | 12.8% | 12.2% | 10.4% | -19.5% | 1.6% | $15.85 | 338.0% | 0.0% | 22.8% | 17.8% | $4.54 | 10.0% | 1.1 | 38.0% | 6.1% | 21.9x | 1.8x | 1.75 |
HLNE | HLNE | Challenger | Hamilton Lane Incorporated | Financial Services | Asset Management | $86.21 | 2.78% | 1.90% | $0.600 | 4 | $2.400 | $0.600 | Sep 21, 2026 | Oct 6, 2026 | $71.88 | $155.66 | 14.2 | 10.7% | 10.5% | 11.4% | — | -35.7% | 1.0% | $32.85 | 162.0% | 0.0% | 6.5% | 16.4% | $8.61 | 32.4% | 4.1 | 28.0% | 10.0% | 13.1x | 3.9x | — |
VALU | VALU | Contender | Value Line, Inc. | Financial Services | Financial Data & Stock Exchanges | $41.00 | 3.41% | 2.62% | $0.350 | 4 | $1.400 | $0.350 | Jul 27, 2026 | Aug 11, 2026 | $32.00 | $41.18 | 12.9 | 8.0% | 8.4% | 9.4% | 7.4% | 15.6% | 0.2% | — | — | 0.0% | — | — | — | — | 4.1 | 0.0% | 0.0% | 19.4x | 3.6x | — |
MORN | MORN | Contender | Morningstar, Inc. | Financial Services | Financial Data & Stock Exchanges | $207.37 | 0.96% | 0.72% | $0.500 | 4 | $2.000 | $0.500 | Oct 2, 2026 | Oct 30, 2026 | $141.49 | $223.79 | 10.6 | 9.9% | 10.1% | 9.7% | 8.6% | -1.3% | -1.8% | $52.55 | 295.0% | 0.0% | 7.5% | 16.4% | $17.24 | 32.0% | 1.1 | 64.0% | 15.8% | 19.7x | 7.6x | 2.31 |
SIGI | SIGI | Contender | Selective Insurance Group, Inc. | Financial Services | Insurance – Property & Casualty | $89.16 | 1.93% | 1.55% | $0.430 | 4 | $1.720 | $0.430 | Aug 17, 2026 | Sep 1, 2026 | $72.78 | $100.40 | 13.4 | 13.2% | 12.7% | 11.5% | 11.1% | 14.2% | -3.4% | $40.80 | 119.0% | 0.0% | 9.8% | 8.9% | $20.69 | 14.2% | 0.3 | 21.0% | 11.4% | 10.9x | 1.5x | 0.28 |
ERIE | ERIE | Champion | Erie Indemnity Company | Financial Services | Insurance Brokers | $243.71 | 2.40% | 1.94% | $1.463 | 4 | $5.852 | $1.463 | Oct 5, 2026 | Oct 20, 2026 | $204.63 | $330.54 | 1.4 | 7.2% | 7.1% | -1.0% | 7.2% | -19.3% | -4.8% | $55.15 | 342.0% | 0.0% | 7.2% | 14.4% | $15.11 | 24.8% | 1.3 | — | 25.6% | 22.1x | 5.2x | 2.67 |
VRTS | VRTS | Challenger | Virtus Investment Partners, Inc | Financial Services | Asset Management | $133.81 | 7.17% | 4.38% | $2.400 | 4 | $9.600 | $2.400 | Oct 30, 2026 | Nov 13, 2026 | $121.61 | $195.00 | 31.1 | 6.7% | 13.3% | 24.0% | 18.2% | -20.5% | -5.1% | $87.65 | 53.0% | 0.0% | -5.6% | 0.0% | $-6.92 | 10.7% | 2.7 | 75.0% | 0.0% | 7.6x | 1.0x | 0.56 |
AON | AON | Contender | Aon plc | Financial Services | Insurance Brokers | $269.45 | 0.91% | 0.70% | $0.820 | 3 | $2.460 | $0.820 | Aug 3, 2026 | Aug 14, 2026 | $268.90 | $382.34 | -2.4 | -42.3% | -11.3% | -3.3% | 2.7% | -25.1% | -5.3% | $90.70 | 197.0% | 0.0% | 9.5% | 22.3% | $16.65 | 44.7% | 1.0 | 59.0% | 16.4% | 14.9x | 6.0x | 2.11 |
SAMG | SAMG | Challenger | Silvercrest Asset Management Gr | Financial Services | Asset Management | $10.54 | 7.97% | 5.22% | $0.210 | 4 | $0.840 | $0.210 | Sep 11, 2026 | Sep 18, 2026 | $9.09 | $16.16 | 13.2 | 3.7% | 4.8% | 5.3% | 5.8% | -20.5% | -6.4% | $0.60 | 1,657.0% | 0.0% | 1.4% | 1.3% | $1.63 | 2.2% | 1.3 | 28.0% | 1.7% | 87.8x | 1.8x | 0.74 |
FINV | FINV | Challenger | FinVolution Group | Financial Services | Credit Services | $3.11 | 9.84% | 5.80% | $0.306 | 1 | $0.306 | $0.277 | Apr 16, 2026 | May 7, 2026 | $3.10 | $7.71 | 22.3 | 10.5% | 12.5% | 12.5% | — | -51.9% | -7.7% | — | — | 0.0% | 3.9% | — | — | — | 7.5 | 7.0% | 9.7% | 2.8x | 0.3x | — |
KNSL | KNSL | Challenger | Kinsale Capital Group, Inc. | Financial Services | Insurance – Property & Casualty | $329.72 | 0.30% | 0.17% | $0.250 | 4 | $1.000 | $0.250 | Aug 28, 2026 | Sep 14, 2026 | $287.20 | $485.00 | 17.3 | 39.4% | 18.7% | 17.0% | 33.8% | -28.9% | -8.2% | $123.25 | 168.0% | 0.0% | 18.0% | 28.5% | $45.47 | 30.3% | 0.2 | 8.0% | 26.7% | 13.4x | 3.7x | 0.98 |
MKTX | MKTX | Contender | MarketAxess Holdings, Inc. | Financial Services | Capital Markets | $164.64 | 1.90% | 1.30% | $0.780 | 4 | $3.120 | $0.780 | Aug 19, 2026 | Sep 2, 2026 | $108.75 | $195.97 | 5.6 | 2.6% | 2.7% | 3.7% | 12.2% | -0.2% | -9.2% | $42.30 | 289.0% | 0.0% | 3.6% | 35.2% | $5.69 | 23.1% | 7.5 | 13.0% | 21.2% | 19.5x | 4.7x | 1.23 |
FDS | FDS | Champion | FactSet Research Systems Inc. | Financial Services | Financial Data & Stock Exchanges | $301.67 | 1.54% | 1.04% | $1.160 | 4 | $4.640 | $1.160 | Aug 31, 2026 | Sep 17, 2026 | $185.00 | $320.48 | 8.8 | 5.6% | 6.5% | 7.3% | 9.2% | 8.7% | -10.1% | $72.85 | 314.0% | 0.0% | 6.7% | 21.5% | $23.12 | 25.5% | 0.6 | 34.0% | 15.1% | 20.7x | 5.3x | 1.03 |
AMSF | AMSF | Contender | AMERISAFE, Inc. | Financial Services | Insurance – Specialty | $25.25 | 6.50% | 9.64% | $0.410 | 4 | $1.640 | $0.410 | Sep 11, 2026 | Sep 25, 2026 | $23.20 | $42.21 | -4.3 | -42.3% | -21.1% | -10.8% | -3.4% | -26.5% | -12.0% | $12.40 | 104.0% | 0.0% | 2.7% | 14.0% | $1.10 | 18.2% | 2.0 | — | 18.4% | 10.2x | 1.9x | 1.81 |
WD | WD | Challenger | Walker & Dunlop, Inc | Financial Services | Mortgage Finance | $33.97 | 8.01% | 3.44% | $0.680 | 4 | $2.720 | $0.680 | Aug 20, 2026 | Sep 3, 2026 | $33.59 | $90.00 | 15.8 | 1.9% | 2.9% | 7.8% | — | -53.8% | -16.5% | $5.60 | 507.0% | 0.0% | 9.0% | 2.9% | $-3.47 | 2.4% | 1.6 | 56.0% | 0.9% | 30.3x | 0.7x | 1.09 |
