18 stocks with full analysis pages and real-time alerts
The financial services sector includes commercial banks (JPMorgan, Bank of America), investment banks (Goldman Sachs, Morgan Stanley), insurance companies (Berkshire Hathaway, Progressive), asset managers (BlackRock, Charles Schwab), and fintech disruptors (PayPal, Block). Financial stocks are closely tied to the interest rate environment: banks earn more on lending when rates are higher, but face credit quality risks during economic downturns. The sector recovered strongly from the 2023 regional banking crisis but remains sensitive to commercial real estate exposure and deposit competition. Insurance companies benefit from higher investment yields, while asset managers grow with rising equity markets. For investors, financials offer a blend of value (many trade below book value), income (strong dividend traditions), and cyclical upside during economic expansions.
Banks are evaluated on net interest margin (the spread between lending and deposit rates), return on equity, loan loss provisions (credit quality indicator), efficiency ratio (operating costs vs. revenue), and tangible book value per share. Insurance companies focus on combined ratios (below 100% means underwriting profit), investment income yield, and premium growth. Asset managers track assets under management (AUM), net flows, and fee rates. The CET1 capital ratio measures bank resilience, with regulators requiring minimums that vary by institution size.
Financial stocks react immediately to Federal Reserve decisions, jobs data, and inflation reports. A 25-basis-point rate change can move bank stocks 3-5% in minutes. Earnings season is critical since loan loss provisions reveal credit quality trends months before they appear in broader economic data. Dividend announcements from financials often include buyback authorizations that signal management confidence. Without alerts, income investors miss ex-dividend dates and value investors miss buyback-driven dips.
For bank stocks, P/E ratio below alerts at 10-12x (historical value range) identify buying opportunities during fear-driven selloffs. Dividend ex-date and payment alerts are essential for income portfolios since many financials pay quarterly dividends above 3%. Price change down alerts at 5%+ catch overreaction selling during macro events. For fintech growth stocks, earnings announcement alerts and forward P/E alerts help track the transition from growth to profitability.
Based on active alerts set by the StockAlert.pro community.
Sorted by market capitalization. Only stocks with full analysis pages are shown.
| Symbol | Company | Price | Change | 52W High | 52W Low | Market Cap | Alert |
|---|---|---|---|---|---|---|---|
| ASST | Strive Asset Management | $7.75 | +0.65% | $268.40 | $7.57 | $519.6M | |
| AXP | American Express Company | $344.41 | +0.45% | $386.63 | $218.83 | $232.5B | |
| BLK | BlackRock, Inc. | $1070.72 | +1.43% | $1219.94 | $773.74 | $166.2B | |
| BMNR | BitMine Immersion Technologies, | $20.99 | +6.33% | $161.00 | $3.92 | $9.5B | |
| BRK-B | Berkshire Hathaway Inc. New | $497.24 | -0.55% | $542.07 | $455.19 | $1.1T | |
| BTOG | Bit Origin Limited | $2.85 | +4.01% | $60.60 | $2.49 | $4.2M | |
| BX | Blackstone Inc. | $129.80 | +0.02% | $190.09 | $115.66 | $159.7B | |
| CB | Chubb Limited | $324.95 | -2.27% | $335.60 | $263.14 | $127.9B | |
| CIFR | Cipher Mining Inc | $16.20 | +0.62% | $25.52 | $1.86 | $6.5B | |
| COF | Capital One Financial Corporation | $207.00 | +0.05% | $259.64 | $141.84 | $131.8B | |
| COIN | Coinbase Global, Inc. - 3 | $164.32 | +16.46% | $444.65 | $139.36 | $44.3B | |
| DEFT | DeFi Technologies Inc. | $0.75 | +2.74% | $4.95 | $0.68 | $1.1B | |
| FIGR | Figure Technology Solutions, Inc. Class A Common Stock | $35.29 | +3.55% | $78.00 | $30.01 | $8.0B | |
| GS | Goldman Sachs Group, Inc. (The) | $905.13 | +0.06% | $984.70 | $439.38 | $274.0B | |
| JPM | JP Morgan Chase & Co. | $302.48 | -0.05% | $337.25 | $202.16 | $823.6B | |
| KKR | KKR & Co. Inc. | $101.71 | +0.58% | $153.87 | $86.15 | $94.2B | |
| MA | Mastercard Incorporated | $518.39 | -1.72% | $601.77 | $465.59 | $462.6B | |
| V | Visa Inc. | $313.78 | -3.21% | $375.51 | $299.00 | $605.6B |
Higher interest rates generally benefit banks by widening net interest margins, the spread between what they earn on loans and pay on deposits. However, rapidly rising rates can increase loan defaults and reduce demand for mortgages and business lending. Insurance companies benefit from higher yields on their investment portfolios. Fintech companies face headwinds as higher rates reduce transaction volumes and tighten consumer credit. Setting price change alerts around Fed meeting dates helps capture rate-driven moves.
Large-cap banks (JPMorgan, Bank of America, Wells Fargo) and insurance companies (MetLife, Prudential) typically offer 2-4% dividend yields. Regional banks often yield 3-5% but carry more risk. REITs classified under financials (mortgage REITs) can yield 8-12% but are highly rate-sensitive. Set dividend ex-date alerts to buy before record dates and P/E ratio below alerts to identify when high-quality financials trade at attractive valuations.
Watch for price change down alerts at 10%+ (signals panic selling), volume spikes above 500% of average (institutional liquidation), and new 52-week lows spreading across multiple bank stocks simultaneously. In the 2023 regional banking crisis, stocks that fell below tangible book value were often the most distressed. P/E below alerts at 5-7x can flag extreme pessimism that may represent opportunity or genuine distress.
Set up real-time alerts for financial services stocks. Price targets, technical indicators, earnings, and more.