Morningstar

Financial Services

Companies that provide financial services, including banks, savings and loans, asset management companies, credit services, investment brokerage firms, and insurance companies.

Featured

Investment Banking and Trading Are Booming. Are Bank Stocks Too Expensive?

Austin Taggart, CFA and Sean Dunlop, CFA Sep 30, 2026

Berkshire Hathaway: Warren Buffett Takes Another Step Back; Howard Buffett Elected Chairman

Greggory Warren, CFA Sep 18, 2026

Coinbase: Increasing Our Fair Value Estimate on Higher Cryptocurrency Prices

Michael Miller, CFA Sep 15, 2026

Markets Brief: Goldilocks for Stocks vs. the Bond Market, Private Credit Exodus Continues

Tom Lauricella, Sarah Hansen, and Colin Laidley Sep 14, 2026

PayPal: Deal with Stripe Is Apparently Off

Brett Horn, CFA Aug 28, 2026

Latest Company Reports

Largest Stocks in the Financial Services Sector

Screen With Investor

1-Day Chart	Name	Industry	Price	Morningstar Rating for Stocks	Capital Allocation	Economic Moat	Market Cap
	Berkshire Hathaway Inc Class B BRK.B	Insurance - Diversified			LOCK\|!z&^wB#N	LOCK\|>Y#%@	$1T
	JPMorgan Chase & Co JPM	Banks - Diversified			LOCK\|B$K^WRZ	LOCK\|gw	$886B
	Visa Inc Class A V	Credit Services			LOCK\|&QCnLzh	LOCK\|yRk	$676B
	Mastercard Inc Class A MA	Credit Services			LOCK\|^%#!R%?	LOCK\|kh	$482B
	Bank of America Corp BAC	Banks - Diversified			LOCK\|%K^QDh	LOCK\|Hf	$376B
	HSBC Holdings PLC ADR HSBC	Banks - Diversified			LOCK\|fl#%%@	LOCK\|QzC@	$326B
	Morgan Stanley MS	Capital Markets			LOCK\|nWK%rk>>	LOCK\|tT!	$295B
	Royal Bank of Canada RY	Banks - Diversified			LOCK\|^%bpstn	LOCK\|p&$	$270B
	The Goldman Sachs Group Inc GS	Capital Markets			LOCK\|q@>D<l	LOCK\|%&	$261B
	Mitsubishi UFJ Financial Group Inc ADR MUFG	Banks - Diversified			LOCK\|Hd&&WB	LOCK\|L$P	$256B

Berkshire Hathaway 13F: Purchases Outweighed Sales; Alphabet Most Traded in Q2

Major purchases during the June quarter included another 24.5 million shares of Alphabet Class A.

Greggory Warren, CFA Aug 17, 2026

The Best Bank Stocks to Buy

These five undervalued bank stocks look attractive today.

Tori Brovet Aug 17, 2026

Berkshire Hathaway Earnings: Cash Balances Retreat on Increased Investments and Share Buybacks in Q2

We expect to slightly increase our fair value estimate for Berkshire stock.

Greggory Warren, CFA Aug 9, 2026

After Earnings, Is Coinbase Stock a Buy, a Sell, or Fairly Valued?

As low crypto trading volumes weigh on revenue, here’s what we think of Coinbase’s stock.

Michael Miller, CFA Aug 6, 2026

Why We Upgraded Fidelity, Pimco, and J.P. Morgan

Plus, the story behind our Parent Pillar downgrade of T. Rowe Price.

Russel Kinnel Aug 4, 2026

Coinbase Earnings: Weak Cryptocurrency Market Conditions Push Firm Into Unprofitability

While this was a weak quarter, we were aware of these headwinds and expected trading revenue to decline.

Michael Miller, CFA Jul 31, 2026

Mastercard Earnings: Solid Consumer Spending Leads to Steady Growth

Mastercard continues to see some margin improvement.

Brett Horn, CFA Jul 30, 2026

SoFi Earnings: Shares Trading Lower as Market Overlooks Strong Fundamentals

We’ve slightly raised our fair value estimate of SoFi stock.

Michael Miller, CFA Jul 29, 2026

Visa Earnings: Growth Comes Back Down a Bit

Value-added services are still a bright spot.

Brett Horn, CFA Jul 29, 2026

After Earnings, Is Schwab Stock a Buy, a Sell, or Fairly Valued?

With its strong asset management and retail brokerage businesses, here’s what we thought about Schwab’s earnings report.

Sean Dunlop, CFA Jul 28, 2026

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