Financials Sector Analysis

525 analyst ratings (weighted) · Buy

Daily sector rotation brief

Sector rotation

Consumer Discretionary Leads at 25.2% Upside as Staples Trail

Consumer Discretionary leads and Consumer Staples lags on analyst implied upside across our 11-sector S&P 500 watchlist as of September 21, 2026.

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Sector Overview

This page provides a comprehensive analysis of large-cap stocks within the Financials sector. Compare target prices, upside potential, and key financial metrics to identify promising investment opportunities.

TickerPriceAvg TargetUpsideMarket CapP/E Ratio (TTM)Beta (Volatility)Opinion
AON
Aon plc
19 · Buy
$277.99$383.84
+38.08%
$58.97B15.320.66buy
COF
Capital One Financial Corporati
21 · Buy
$200.20$258.76
+29.25%
$122.82B11.021.02buy
SPGI
S&P Global Inc.
20 · Strong Buy
$403.30$520.30
+29.01%
$118.89B24.581.08strong buy
SCHW
Charles Schwab Corporation (The
20 · Buy
$99.03$125.45
+26.68%
$171.26B18.040.75buy
PNC
PNC Financial Services Group, I
20 · Buy
$225.64$276.57
+22.57%
$90.02B12.430.89buy
AXP
American Express Company
24 · Buy
$308.89$378.54
+22.55%
$208.60B18.731.05buy
BLK
BlackRock, Inc.
16 · Strong Buy
$1086.31$1322.75
+21.77%
$176.50B26.041.43strong buy
ICE
Intercontinental Exchange Inc.
14 · Strong Buy
$154.31$187.29
+21.37%
$86.63B21.800.93strong buy
MRSH
Marsh
21 · Hold
$171.12$207.10
+21.02%
$81.66B20.890.58hold
BAC
Bank of America Corporation
21 · Strong Buy
$56.70$68.62
+21.02%
$396.49B13.091.16strong buy
WFC
Wells Fargo & Company
23 · Buy
$82.97$100.37
+20.97%
$250.90B12.060.92buy
GS
Goldman Sachs Group, Inc. (The)
20 · Hold
$935.45$1126.65
+20.44%
$272.38B14.451.28hold
MS
Morgan Stanley
21 · Buy
$196.31$235.62
+20.02%
$308.32B15.841.21buy
MCO
Moody's Corporation
21 · Buy
$468.70$561.90
+19.89%
$81.17B30.121.33buy
USB
U.S. Bancorp
21 · Buy
$59.33$70.33
+18.55%
$92.44B11.840.97buy
MA
Mastercard Incorporated
37 · Strong Buy
$567.65$666.71
+17.45%
$497.27B31.260.73strong buy
C
Citigroup, Inc.
20 · Buy
$134.28$154.75
+15.24%
$225.25B14.471.10buy
TFC
Truist Financial Corporation
18 · Hold
$47.66$54.90
+15.19%
$58.22B10.960.86hold
V
Visa Inc.
37 · Strong Buy
$367.38$419.36
+14.15%
$689.70B31.240.76strong buy
PGR
Progressive Corporation (The)
21 · Hold
$205.50$231.38
+12.59%
$119.27B10.310.26hold
CB
Chubb Limited
23 · Buy
$333.37$365.91
+9.76%
$128.61B11.800.38buy
JPM
JP Morgan Chase & Co.
21 · Buy
$343.06$375.43
+9.44%
$911.92B14.700.97buy
MET
MetLife, Inc.
16 · Buy
$97.70$105.75
+8.24%
$62.09B18.720.76buy
CME
CME Group Inc.
15 · Hold
$264.48$283.60
+7.23%
$95.10B22.410.28hold
PRU
Prudential Financial, Inc.
15 · Hold
$119.45$113.40
-5.06%
$41.21B10.830.82hold

Investment Strategy for Financials

When investing in the Financials sector, consider the average upside potential and the consensus of Wall Street analysts. Pay attention to the P/E ratio and Beta to understand the valuation and volatility of each stock relative to the broader market.

Frequently Asked Questions

Q. What is the average analyst upside for the Financials sector?

A. Based on Wall Street analyst consensus, the Financials sector currently has an average upside of +18.3% across 25 large-cap stocks.

Q. Which Financials stock has the highest analyst upside potential?

A. Aon plc (AON) leads with +38.1% upside. Consensus target price is $383.84 vs. current price of $277.99.

Q. How often is the Financials sector data updated?

A. All sector data is refreshed once daily via an automated workflow. Analyst target prices and recommendations are sourced from Yahoo Finance.