Financial stocks are off to their worst yearly start in a decade. How to spot value.

A screen of the S&P 500 financial sector highlights companies with high returns on equity that are trading at low P/E valuations.

Market Watch • 8 hours ago

Banking ETF (KBE) Hits New 52-Week High

KBE hits a 52-week high, up 52.66% from its low, as bank stocks rally on 2026 rate-cut hopes tied to Kevin Warsh's Fed Chair nomination.

Zacks Investment Research • Feb 9, 2026

KBW CEO Tom Michaud: Bank earnings show industry in good shape, suggesting banner year

Tom Michaud, KBW CEO, joins 'Fast Money' to talk bank earnings, what to expect from the sector in 2026, the impact of DC policies and more.

CNBC Television • Jan 15, 2026

Big Bank Earnings Recap: "Great Shape for 2026," Mind Small Warning Flags

The bulk of big bank earnings are largely in investor hands. Macrae Sykes says the "banking sector's in great shape for 2026.

The Future Of The Megabanks

U.S. megabanks—Bank of America, Citigroup, Goldman Sachs, JPMorgan Chase, Morgan Stanley, and Wells Fargo—outperformed the S&P 500 last year. I see the megabanks as attractive investment opportunities with strong recent performance relative to the broader market.

Seeking Alpha • Jan 15, 2026

KBE Is A Tiny ETF With Huge Potential For Investors in 2026

When U.S. banking profits hit a decade high in Q3 2025, the sector reminded investors why concentrated exposure can outperform during cyclical upswings.

24/7 Wall Street • Jan 14, 2026

More top Wall Street bankers blast Trump's proposal to cap interest on credit card payments

President Trump's announcement blindsided the industry, sending banking shares tumbling across Wall Street this past week.

New York Post • Jan 14, 2026

Jim Cramer shares his take on banking stocks

'Mad Money' host Jim Cramer looks at how Big Bank stocks are trading to start the year.

CNBC Television • Jan 15, 2026

Banks and financials could benefit from the productivity of using AI tools: DWS Group's David Bianco

David Bianco, Americas CIO at DWS Group, joins 'Money Movers' to discuss bank earnings, market themes, and more.

CNBC Television • Jan 14, 2026

It's flat-out 'a really good environment' for the banks, says Atlas Merchant Capital CEO

Bob Diamond, Atlas Merchant Capital CEO and former Barclays CEO, joins ‘Squawk on the Street" to discuss his expectations for the banks, opportunities that lie ahead, and more.

CNBC Television • Jan 13, 2026