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Best Financial Stocks

Best Financial Stocks — August 2026

Ranked by AltIndex AI Score · updated daily. · Last updated Aug 9, 2026

Financial stocks include banks, insurers, asset managers, exchanges, payment networks, and broker-dealers. The best financial stocks usually combine strong financial health — growing revenue, healthy capital ratios, and steady earnings — with stable hiring and a positive employee business outlook through different rate environments. The AltIndex AI Score combines 10,000+ alternative-data and financial signals to rank the best financial stocks to buy now.

Top Financial Stocks ranked by AI Score

Company Price Market cap 6m trend AI Score
Jack Henry & Associates
Jack Henry & Associates
JKHY
$155.95
0.6%
$11B 88
SoFi
SoFi
SOFI
$18.38
1.6%
$23.5B 78
Blackstone
Blackstone
BX
$137.13
2.8%
$166.1B 73
CME Group
CME Group
CME
$263.66
0.3%
$95.2B 73
Apollo Global Management
Apollo Global Management
APO
$127.44
0.4%
$76.8B 72
Capital Southwest
Capital Southwest
CSWC
$25.13
1.5%
$1.6B 70
Huntington Bancshares
Huntington Bancshares
HBAN
$17.55
1.1%
$35.6B 70
JP Morgan Chase & Co.
JP Morgan Chase & Co.
JPM
$357.52
0.3%
$916.3B 69
Trinity Capital
Trinity Capital
TRIN
$18.05
2.6%
$1.5B 69
Virtu Financial
Virtu Financial
VIRT
$55.85
0.5%
$5.2B 68

Note: The list above is informational. This is not financial advice — always do your own research.

According to our AI score, that incorporates fundamental, technical and alternative data analysis, the best stocks in the Financial category, are Jack Henry & Associates (currently trading at $155.95 with an AI Score of 88) and SoFi (currently trading at $18.38 with an AI Score of 78).

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Best Financial Stocks — 6-month performance

In the last 6 months it's been a tough stretch for Financial Stocks. Jack Henry & Associates -7.9%, SoFi -13.2%, Blackstone +4.4%, CME Group -11.5%. The average 6-month return across these 10 tickers is +5.5%, with 5 of 10 in positive territory — Virtu Financial led at +43.3%, SoFi lagged at -13.2%.

What if you had invested 6 months ago?

Type any amount and see how an equal-weight basket of these stocks would have played out.

$
Would have grown to
$1,055
+5.5%

Equal-weight basket of the 10 tickers in this list with 6-month price history. Past performance is not indicative of future results.

How we rank the best Financial stocks

Every ticker on this list is ranked by the AltIndex AI Score — a proprietary 0–100 score that combines 10,000+ technical analysis, financial signals, and alternative-data (hiring trends, sentiment, web traffic, employee ratings, insider transactions, etc) into a single number, refreshed daily.

Frequently asked questions about Financial Stocks

Banks (JPMorgan, Bank of America, Wells Fargo), insurers (Berkshire Hathaway, Progressive, MetLife), asset managers (BlackRock, Blackstone), exchanges (CME Group, ICE, Nasdaq), payment networks (Visa, Mastercard), and broker-dealers (Charles Schwab, Interactive Brokers). It’s a broader bucket than just banks.

Mostly yes — banks and broker-dealers move with the credit cycle and capital markets activity, insurers swing with catastrophe seasons. Payment networks and exchanges are more secular-growth and less cyclical. The AltIndex AI Score blends fundamentals with hiring momentum and business outlook to rank across the full financial universe.

At the moment, Blackstone is having a strong day — up 2.8% in the last trading session.

The best stocks in the Financial category, according to recent data, are Jack Henry & Associates (currently trading at $155.95 with an AI Score of 88) and SoFi (currently trading at $18.38 with an AI Score of 78). Disclaimer: This is not financial advice. Please do your own research before investing.

The best stocks to buy in the Financial category, are Jack Henry & Associates (currently trading at $155.95 with an AI Score of 88) and SoFi (currently trading at $18.38 with an AI Score of 78). Note that this is investment advice. The information provided is for educational and informational purposes only and should not be construed as financial or investment advice. Conduct your own research or consult a qualified professional before making any investment decisions.

Our price data undergoes updates every 30 minutes to ensure you receive the most recent information. The AI score is updated daily.

The best financial stocks are identified based on the AI score, a dynamic metric calculated using a smart algorithm that analyzes financial, technical, and alternative data.

The AI score is a unique metric that aggregates insights from various alternative datasets such as revenue, business outlook, webpage traffic, app downloads, and stock sentiment to provide a comprehensive view of a company's standing in the market. It is calculated using advanced algorithms to analyze and weight each dataset appropriately, resulting in a score that can help guide your investment decisions.

The Financial sector is home to several prominent players. Some of the leading companies include Jack Henry & Associates, SoFi, Blackstone, among others. Each has its own unique standing in the market, which you can track and list of best stocks above.

Getting notified when a stock gains momentum is a seamless process on our platform. By signing up, you can activate stock alerts that swiftly bring your attention to stocks that experience an impactful move across any of the datasets that we are monitoring. These alerts serve as your proactive guide, ensuring you're always in the loop about emerging trends and conversations, and enabling you to capitalize on potential opportunities as they arise.