Financials Sector Analysis

508 analyst ratings (weighted) · Buy

Daily sector rotation brief

Sector rotation

IT Sector Leads Market with 27% Upside as Utilities Languish at 7.7%

IT leads and Utilities lags on analyst implied upside across our 11-sector S&P 500 watchlist as of July 23, 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
COF
Capital One Financial Corporati
22 · Buy
$201.36$257.45
+27.86%
$124.04B61.77-buy
ICE
Intercontinental Exchange Inc.
15 · Strong Buy
$142.53$181.93
+27.65%
-20.780.95strong buy
BLK
BlackRock, Inc.
16 · Buy
$1056.63$1313.50
+24.31%
-25.311.44buy
SCHW
Charles Schwab Corporation (The
19 · Buy
$100.80$123.68
+22.70%
$175.30B20.04-buy
MA
Mastercard Incorporated
38 · Strong Buy
$531.98$644.24
+21.10%
-30.790.73strong buy
SPGI
S&P Global Inc.
18 · Strong Buy
$429.06$518.72
+20.90%
$127.00B27.101.08strong buy
C
Citigroup, Inc.
20 · Buy
$132.25$154.50
+16.82%
$221.84B14.241.09buy
WFC
Wells Fargo & Company
23 · Buy
$86.42$100.07
+15.79%
$264.46B12.560.92buy
V
Visa Inc.
38 · Strong Buy
$353.42$402.66
+13.93%
-30.840.75strong buy
PGR
Progressive Corporation (The)
21 · Hold
$204.54$231.71
+13.29%
$118.92B10.260.25hold
CME
CME Group Inc.
15 · Buy
$249.24$280.13
+12.40%
$90.06B21.250.28buy
MCO
Moody's Corporation
21 · Buy
$489.70$549.67
+12.25%
$85.54B35.131.33buy
AON
Aon plc
19 · Buy
$352.33$393.11
+11.57%
$75.25B19.340.70buy
BAC
Bank of America Corporation
22 · Buy
$61.62$68.11
+10.54%
-14.231.18buy
PNC
PNC Financial Services Group, I
20 · Buy
$252.51$276.98
+9.69%
$100.75B13.910.90buy
USB
U.S. Bancorp
22 · Buy
$64.47$70.07
+8.68%
$100.43B12.870.98buy
MS
Morgan Stanley
21 · Buy
$218.50$235.76
+7.90%
$343.48B17.651.22buy
AXP
American Express Company
25 · Buy
$348.74$374.94
+7.51%
$237.95B21.761.04buy
TFC
Truist Financial Corporation
19 · Hold
$51.73$55.13
+6.58%
$63.19B11.890.88hold
JPM
JP Morgan Chase & Co.
20 · Buy
$348.21$369.70
+6.17%
-14.920.98buy
CB
Chubb Limited
23 · Buy
$343.23$364.09
+6.08%
$133.13B12.14-buy
MET
MetLife, Inc.
16 · Buy
$93.27$96.63
+3.60%
$60.01B18.040.78buy
GS
Goldman Sachs Group, Inc. (The)
20 · Hold
$1098.20$1134.40
+3.30%
-16.941.29hold
MMC
MMC
0 · N/A
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0.00%
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PRU
Prudential Financial, Inc.
15 · Hold
$118.85$105.07
-11.60%
-12.240.84hold

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 +12.5% across 25 large-cap stocks.

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

A. Capital One Financial Corporati (COF) leads with +27.9% upside. Consensus target price is $257.45 vs. current price of $201.36.

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.