Top 10 Financials Sector Dividend Stocks, Ranked In Order

Published on March 31st, 2026 by Bob Ciura

Financials sector stocks have some endearing characteristics for dividend growth investors.

The most notable is that they tend to trade at price-to-earnings ratios well below the average earnings multiple of the broader stock market.

The financials sector is also interesting in that it has a wide variety of industries within the sector.

Financial sector industries include banks, insurance companies, asset managers, ratings agencies, and payment processors, among others.

Well-managed financials sector stocks are highly profitable, and pay dividends to shareholders.

With this in mind, we created a full list of financial stocks.

You can download the entire list of ~210 financial sector stocks (along with important financial metrics like dividend yields and price-to-earnings ratios) by clicking the link below:

Top 10 Financials Sector Dividend Stocks, Ranked In Order

More information can be found in the Sure Analysis Research Database, which ranks stocks based on their dividend yield, earnings-per-share growth potential, and changes in the valuation multiple.

This article will list the top 10 financials sector dividend stocks (based in the U.S.) right now, in the Sure Analysis Research Database.

The list is organized by annual expected returns over the next five years.

You can use the following table of contents to instantly jump to a specific stock:

Top Financials Sector Stock #10: S&P Global (SPGI)

5-year expected returns: 20.5%

S&P Global is a worldwide provider of financial services and business information with revenue of over $15 billion. Through its various segments, it provides credit ratings, benchmarks and indices, analytics, and other data to commodity market participants, capital markets, and automotive markets.

S&P Global has paid dividends continuously since 1937 and has increased its payout for 52 consecutive years, and it is one of the newest members of the prestigious Dividend Kings.

S&P posted fourth quarter and full-year earnings on February 10th, 2026, and results were mixed. The company beat revenue estimates slightly, with the top line rising 9.2% year-over-year to $3.92 billion, $10 million better than expected.

Earnings, however, came to $4.30 per share on an adjusted basis, missing estimates by four cents. Management noted top line growth was strong in all divisions, as revenue from subscription products rose 8% year-over-year. Earnings were off from $4.73 per share in Q3, but higher year-over-year from $3.77 in last year’s Q4.

Expenses were $2.51 billion, much higher from Q3 and the year-ago period, which were $2.22 billion and $2.33 billion, respectively. Still, that was good enough for operating margin to expand to 47.3% of revenue from 43.6% a year earlier.

Click here to download our most recent Sure Analysis report on SPGI (preview of page 1 of 3 shown below):

Top Financials Sector Stock #9: ServisFirst Bancshares (SFBS)

5-year expected returns: 20.6%

ServisFirst Bancshares is a regional bank. It operates as the holding company of ServisFirst Bank.

As of December 31st, 2025, the company had 35 office locations scattered throughout Alabama, Florida, Georgia, North Carolina, South Carolina, Tennessee, Texas, and Virginia.

The market share in its markets ranged from the low single digits to as much as 20%+ in Alabama, where it has its corporate HQ. Concluding Q4 2025, the company had $17.7 billion in assets.

Last July, SFBS earned the distinction of being the fifth-ranked publicly traded bank in the nation with between $10 billion and $50 billion in assets, according to American Banker.

On January 20th, SFBS released its earnings report for the fourth quarter ended December 31st, 2025. Net interest income surged 19% higher over the year-ago period to $146.5 million during the quarter.

This was powered by a 42-basis-point expansion in the net interest margin to 3.38% and an 8.7% growth rate in loans in the quarter.

Non-interest income soared 78.2% year-over-year to $15.7 million for the quarter. That was largely fueled by greater bank-owned life insurance income during the quarter.

Diluted EPS jumped 32.8% over the year-ago period to $1.58 in the quarter. This came in $0.20 ahead of the analyst consensus for the quarter.

SFBS upped its quarterly dividend per share by 13.4% to $0.38. That extended its dividend growth streak to 12 consecutive years.

Click here to download our most recent Sure Analysis report on SFBS (preview of page 1 of 3 shown below):

Top Financials Sector Stock #8: Equitable Holdings Inc. (EQH)

5-year expected returns: 20.8%

Equitable Holdings is a leading financial services company. The company operates the following six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy.

With a history dating back to 1859, the firm was formerly a fully owned subsidiary of France’s AXA. EQH completed its U.S. initial public offering in 2018, and the company has raised its dividend each year over that time.

As of December 31st, 2025, EQH managed $1.12 trillion in assets. That was via the Equitable retirement and protection strategies franchise, the AllianceBernstein diversified investment services franchise, and the Equitable Advisors financial planning/wealth management/retirement planning/protection and risk management services franchise.

On February 4th, EQH released its earnings report for the fourth quarter ended December 31st, 2025. The company’s non-GAAP operating EPS jumped 11.6% over the year-ago period to $1.73 in the quarter.

That missed the analyst consensus during the quarter by $0.02.

EQH’s combined assets under management and assets under administration rose by 9.8% year-over-year to the aforementioned figure of $1.12 trillion to close out 2025.

This was made possible by a combination of market appreciation and positive net flows in 2025 ($3 billion in total).

EQH continued its commitment to returning tons of capital to shareholders for the fourth quarter, dedicating $277 million to share repurchases and another $77 million to cash dividends.

Click here to download our most recent Sure Analysis report on EQH (preview of page 1 of 3 shown below):

Top Financials Sector Stock #7: Evercore Inc. (EVR)

5-year expected returns: 20.8%

Evercore is the world’s leading independent investment bank. In 2025, EVR was ranked #1 in advisory revenue among independent firms and third among all firms.

The company was also the top research provider among all firms in 2025 on a weighted basis for the fourth consecutive year and the most #1-ranked analysts for the third time.

EVR operates two segments. On the investment banking side, this segment provides advice to clients on mergers, acquisitions, divestitures, and corporate restructurings.

Via its Evercore ISI business, the equities side offers top-notch macro and fundamental equity research. In 2025, this segment generated $3.69 billion (95.7%) of its $3.86 billion in total adjusted net revenue.

The Investment Management segment provides wealth management services through Evercore Wealth Management and trust services through Evercore Trust Company.

On February 4th, EVR released its financial results for the fourth quarter ended December 31st, 2025. The company’s adjusted net revenue jumped 32.4% year-over-year to $1.30 billion in the quarter.

For the fourth quarter, EVR advised on major deals, including the $82.7 billion sale of Warner Bros. to Netflix. EVR’s adjusted diluted EPS soared 50.4% year-over-year to $5.13 in the quarter.

That topped the analyst consensus during the quarter by $1.08. EVR’s non-GAAP net profit margin expanded by nearly 220 basis points to 17.8% for the quarter.

Click here to download our most recent Sure Analysis report on EVR (preview of page 1 of 3 shown below):

Top Financials Sector Stock #6: Selective Insurance Group (SIGI)

5-year expected returns: 20.9%

Selective Insurance Group is a regional property and casualty (P&C) insurer that offers a range of commercial and personal insurance products to small businesses and individuals, primarily in the eastern and mid-western portions of the United States.

Founded in 1926 and headquartered in New Jersey, the company operates through its main subsidiary, Selective Insurance Company of America, as well as nine other P&C insurance companies.

In 2025, the company’s Standard Commercial Lines segment made up 78.9% of total net premiums written. SIGI’s Excess and Surplus Lines segment contributed another 13.0% to the total.

The remaining 8.2% of net premiums written were derived from the Standard Personal Lines segment. SIGI also has an Investments segment, which invests the premiums received by its insurance subsidiaries.

On January 29th, the company released its financial results for the fourth quarter ended December 31st, 2025. The company’s total revenue grew by 8.6% year-over-year to $1.36 billion in the quarter.

SIGI’s total net premiums earned increased by 7.4% over the year-ago period to $1.22 billion during the quarter.

Strength in the company’s Standard Commercial Lines segment and Excess and Surplus Lines segment more than offset a slight decline in the Standard Personal Lines segment for the quarter.

SIGI’s net investment income surged 17.1% year-over-year to $143.8 million in the quarter. The company’s non-GAAP operating income per share soared 58.6% over the year-ago period to $2.57 during the quarter.

This topped the analyst consensus for the quarter by $0.39.

Click here to download our most recent Sure Analysis report on SIGI (preview of page 1 of 3 shown below):

Top Financials Sector Stock #5: Brown & Brown (BRO)

5-year expected returns: 21.2%

Brown & Brown Inc. is a leading insurance brokerage firm that provides risk management solutions to both individuals and businesses, with a focus on property & casualty insurance. Brown & Brown has a notably high level of insider ownership.

Brown & Brown posted fourth quarter and full-year earnings on January 27th, 2026, and results were mixed. Earnings-per-share came to 93 cents, which was 29 cents ahead of estimates.

Revenue was $1.6 billion, up 36% year-over-year but missing estimates by $50 million. Organic revenue was actually down 3%, with growth in revenue coming entirely from acquisitions.

Management noted flood claims processing revenue that was recognized in the year-ago period as negatively impacting revenue this time.

EBITDAC margin on an adjusted basis was 32.9% of revenue, flat to a year earlier. Adjusted earnings-per-share rose 8%.

Cash flow from operations was $1.45 billion for the year, up 24% from 2024. Adjusted EBITDAC was $529 million.

Click here to download our most recent Sure Analysis report on BRO (preview of page 1 of 3 shown below):

Top Financials Sector Stock #4: Arthur J. Gallagher (AJG)

5-year expected returns: 23.7%

A.J. Gallagher was founded in 1927 as a commercial insurance broker focused on risk management. It offers insurance and risk management programs.

The brokerage segment makes up more than 80% of total insurance revenue, while the risk management business is the balance. It generates over $14 billion in annual revenue.

Gallagher posted fourth quarter and full-year earnings on January 29th, 2026, and results were better than expected on both the top and bottom lines.

The company saw adjusted earnings-per-share of $2.38, which was three cents ahead of estimates. Revenue was up almost 34% year-on-year to $3.63 billion due to significant acquisition activity in the past year, and beat estimates by $70 million.

For the full year, revenue was up 21%, organic revenue grew 6%, and adjusted EBITDAC was up 26%. Management noted that the property business was down 5%, while casualty lines were up 5%.

The dividend was raised by 7.7% to a new annualized payout of $2.80. This was the 16th consecutive year of dividend increases for Gallagher.

Click here to download our most recent Sure Analysis report on AJG (preview of page 1 of 3 shown below):

Top Financials Sector Stock #3: Stifel Financial (SF)

5-year expected returns: 24.9%

Stifel Financial Corp. is a global wealth management and investment banking company. As of December 31st, 2025, SF had $551.9 billion in client assets under management.

The company operates three segments. The Global Wealth Management segment’s thousands of financial advisors provide clients with financial planning services and insurance and annuity products.

The segment also offers asset management services to institutions, private clients, and investment advisers.

The Stifel Bancorp business provides retail and commercial banking services to private and corporate clients, including personal loans, commercial real estate loans, and credit cards.

The Institutional Group segment offers research services, investment banking activities like the execution of public offerings and debt placements, and public finance services for various bonds issued by states and cities.

On January 28th, SF shared its financial results for the fourth quarter ended December 31st, 2025. Net revenue climbed 14.4% over the year-ago period to $1.56 billion during the quarter.

Appreciation in capital markets led to a 10.1% uptick in total client assets in the quarter.

Non-GAAP diluted EPS jumped 17.9% year-over-year to $2.63 for the quarter. That was $0.12 ahead of the analyst consensus during the quarter. This was fueled by a 30 basis point expansion in the non-GAAP net profit margin to 18.6% in the quarter.

On the day before its earnings report, SF hiked its quarterly dividend per share by 10.9% to $0.51 (or $0.34 post-split). This extended its dividend growth streak to 9 consecutive years.

Click here to download our most recent Sure Analysis report on SF (preview of page 1 of 3 shown below):

Top Financials Sector Stock #2: FactSet Research Systems (FDS)

5-year expected returns: 30.9%

FactSet Research Systems, a financial data and analytics firm founded in 1978, provides integrated financial information and analytical tools to the investment community in the Americas, Europe, the Middle East, Africa, and Asia-Pacific.

The company provides insight and information through research, analytics, trading workflow solutions, content and technology solutions, and wealth management.

On September 18th, 2025, FactSet Research Systems announced Q4 2025 results, reporting non-GAAP EPS of $4.05 for the period, which missed market consensus by $0.08, and revenue grew 6.2% to $596.9 million. Operating performance also strengthened, with Q4 GAAP operating margin rising sharply to 29.7%.

GAAP diluted EPS surged 73.7% to $4.03, reflecting higher revenue and one-time gains from a business divestiture. For the full year, GAAP revenues climbed 5.4% to $2.32 billion, marking the company’s 46th consecutive year of revenue growth.

Organic ASV grew 5.7% to $2.37 billion, underscoring steady client demand and expansion across all regions. For the full fiscal year, FactSet delivered a 32.2% GAAP operating margin and $15.55 in diluted EPS, up 11.8% year over year.

Adjusted metrics were slightly lower, as increased technology spending weighed on margins, but overall profitability remained strong. Looking ahead, FactSet expects fiscal 2026 GAAP revenues between $2.42 billion and $2.45 billion and organic ASV growth of 4% to 6%.

Click here to download our most recent Sure Analysis report on FDS (preview of page 1 of 3 shown below):

Top Financials Sector Stock #1: Morningstar Inc. (MORN)

5-year expected returns: 33.5%

Morningstar was founded in 1984 as a way for investors to seek information about hundreds of popular mutual funds that was out of reach prior to the company’s Sourcebook product.

Since that time, Morningstar has grown tremendously, serving about nine million clients. It produces ~$2.4 billion in annual revenue.

Morningstar posted fourth quarter and full-year earnings on February 12th, 2026. Revenue was up 8.5% year-over-year to $641 million, and 8.1% on an organic basis.

Strength in revenue was from Morningstar Credit, Morningstar Direct, and PitchBook.

Operating expenses were up 3.8% year-over-year to $505 million, which was driven by a $12 million increase in compensation costs.

Operating income was $160 million, down 5% year-over-year. Adjusted operating margin was 23.9% of revenue on an adjusted basis, up sharply from 20.6% a year earlier.

Morningstar’s earnings-per-share history is very strong considering the wide array of economic conditions that have existed in the past decade.

The company saw a small dip in earnings at the height of the crisis in 2009, but it has managed an average growth rate of more than 11% in the past decade.

Click here to download our most recent Sure Analysis report on MORN (preview of page 1 of 3 shown below):