IBKRInteractive Brokers Group | 8 |
| +16.9% | Record Commission and Net Revenue |
| ACGL Arch Capital Group | 3 |
| -5.0% | Arch Capital opened 2026 with operating EPS of $2.50 and a 15.4% annualized return on equity as an increasingly competitive market drove Insurance gross premiums written up only 2% and Reinsurance down 2.3% |
| AFL Aflac | 6 |
| +25.0% | Aflac delivered adjusted EPS growth of 6.6% ex-FX to $1.77 as Japan sales surged 25.5% driven by new product momentum and cancer insurance demand, while U.S |
| AFRM Affirm Holdings, Inc. | 10 |
| +32.6% | Affirm posted GAAP revenue up 32.64% year over year in a quarter Max called another one for the record books, with GAAP EPS of $0.30 and operating income swinging to $202.2M from an $8.4M loss a year earlier, evidencing powerful operating leverage (FMP left GAAP EPS YoY undefined given the near-zero prior-year base) |
| AIG American International Group | 6 |
| -1.8% | Net Premiums Written Surge 18% on Everest/Reinsurance |
| AIZ Assurant | 8 |
| +11.3% | Assurant delivered its strongest first quarter on record, with total revenue up 11% and adjusted EBITDA up 6% and adjusted EPS up 9%, both excluding reportable catastrophes |
| AJG Arthur J. Gallagher & Co. | 6 |
| +27.6% | AssuredPartners Integration Tracking to Plan |
| ALL Allstate | 7 |
| +4.2% | Allstate delivered Q1 revenue of $16.9 billion up 3% with adjusted EPS of $10.65 as the underlying combined ratio improved 2.8 points to 80.3% and the recorded combined ratio reached 82% with underwriting income of $2.7 billion |
| AMP Ameriprise Financial | 8 |
| +9.0% | Record EPS of $11.26 with ROE exceeding 54% |
| AON Aon | 7 |
| +6.5% | Broad-Based Commercial Risk Growth at 7% |
| APO Apollo Global Management | 6 |
| -11.1% | GAAP Revenue Decline from Investment Returns |
| ARES Ares Management Corporation | 9 |
| +40.8% | Ares started fiscal 2026 with record fundraising momentum and management fees growing 22% on 40.8% revenue growth |
| AXP American Express Company | 8 |
| +10.3% | Record card member spending growth |
| BAC Bank of America | 7 |
| +7.0% | Bank of America started FY2026 with revenue up 7%, record EPS, and 290 basis points of operating leverage as NII reached $15.9 billion, up 9% year-over-year |
| BEN Franklin Resources | 8 |
| +8.7% | Long-term net inflows of $16.9B with record gross sales across all regions |
| BLK BlackRock | 9 |
| +26.9% | Revenue rose 27% year over year to $6.7 billion and as-adjusted earnings per share of $12.53 was 11% higher, as $130 billion of net inflows drove 8% organic base fee growth, BlackRock's seventh consecutive quarter at or above 5% |
| BNY BNY Mellon | 9 |
| +2.2% | BNY Mellon delivered record Q1 FY2026 revenue of $5.4 billion with 13% year-over-year growth and 833 basis points of positive operating leverage |
| BRK-B Berkshire Hathaway | 7 |
| n/a | Berkshire's first-quarter 2026 operating earnings rose to 11,346 from 9,641 a year earlier, up 17.68% year over year, driven by a rebound in insurance underwriting and higher earnings across most operating units |
| BRO Brown & Brown | 6 |
| +37.3% | Brown & Brown delivered total revenue of $1.9 billion, up 35.4%, with the gain driven almost entirely by the Accession (Risk Strategies/One80) acquisition, which contributed roughly $445 million for the quarter, while organic revenue was flat year-over-year as catastrophe property rate declines of 15%-35% and a prior-year flood claims comparison weighed on growth |
| BX Blackstone Inc. | 8 |
| +39.3% | AI Infrastructure Leadership Drives Returns |
| C Citigroup | 8 |
| +7.0% | Citi delivered sharply higher revenues up 14% with EPS of $3.06 and a 13.1% RoTCE, well above expectations |
| CB Chubb Limited | 7 |
| +9.5% | Excellent P&C underwriting at 84% combined ratio |
| CBOE Cboe Global Markets | 10 |
| +6.5% | Cboe Global Markets posted record net revenue of $729 million, up 29% year-over-year, with adjusted diluted EPS rising 48% to a record $3.70 (GAAP EPS was $3.66) |
| CFG Citizens Financial Group | 8 |
| +4.5% | Citizens delivered Q1 EPS of $1.13 with a 12.2% RoTCE, posting record Q1 fees and over 700 basis points of operating leverage |
| CINF Cincinnati Financial | 7 |
| +11.6% | Non-GAAP operating income surges to $330M from Q1 loss |
| CME CME Group | 7 |
| +14.5% | Record Volume Across All Six Asset Classes |
| COF Capital One | 6 |
| +44.2% | Consumer remains resilient despite Persian Gulf energy shock |
| COIN Coinbase Global | 1 |
| -30.5% | Coinbase reported a Q1 net loss of $394 million as total revenue declined 21% quarter-over-quarter amid a broad crypto market downturn that crushed transaction revenue across all segments |
| CRCL Circle Internet Group | 7 |
| +20.0% | Circle's first quarter of 2026 showed decelerating headline growth, with total revenue and reserve income of $694 million, up 20% year over year, as USDC circulation held around $77 billion (up 28% year over year but roughly flat sequentially) amid a roughly 45% drop in digital-asset markets from their October 2025 peak |
| EG Everest Group | 4 |
| -4.0% | Everest reported Q1 2026 operating EPS of $16.08 with a 91.2% combined ratio, a significant improvement from the prior year despite an 18.5% decline in gross written premiums in constant dollars |
| ERIE Erie Indemnity | 6 |
| +2.3% | Earnings Growth Resumes with Operating Income Up 10% |
| FACO First Acceptance Corporation | 5 |
| -5.4% | First Acceptance Corporation, a non-standard personal auto insurer reporting on OTC Markets' Alternative Reporting Standard, posted much stronger earnings on an optically weak revenue line |
| FDS FactSet | 6 |
| +7.1% | FactSet delivered its fourth consecutive quarter of ASV growth acceleration at 6.7%, powered by double-digit Data Solutions growth across all firm types and rapid adoption of AI capabilities including the MCP Server with 120+ clients since December launch |
| FIGR Figure Technology Solutions, Inc. Class A Common Stock | 9 |
| +201.4% | Figure Technology Solutions grew consumer loan marketplace volume over 110% year-over-year to approximately $2.9 billion, and adjusted net revenue rose 92% to $167 million with an adjusted EBITDA margin of 50%, versus 33% a year earlier |
| FITB Fifth Third Bancorp | 7 |
| +25.8% | Fifth Third closed the largest acquisition in its history on February 1, and the Comerica addition drove revenue to $2.9 billion, up 33% year-over-year, with adjusted net income of $734 million, up 38% |
| GL Globe Life | 8 |
| +5.3% | AI strategy articulated for enterprise-wide margin expansion |
| GS The Goldman Sachs Group, Inc. | 7 |
| +13.9% | Record Global Banking & Markets revenues |
| HBAN Huntington Bancshares | 7 |
| +26.3% | Huntington delivered an outstanding first quarter, with GAAP EPS of $0.25 and adjusted EPS of $0.37, up 9% year-over-year excluding acquisition-related expenses and other notable items |
| HIG Hartford (The) | 6 |
| +6.1% | The Hartford opened 2026 with core earnings of $866 million, or $3.09 per diluted share, and a trailing 12-month core earnings ROE of 20.3% |
| HOOD Robinhood Markets, Inc. | 8 |
| +15.1% | Gold Ecosystem Drives Multi-Product Adoption |
| ICE Intercontinental Exchange | 9 |
| +13.5% | ICE delivered record Q1 net revenues of $3 billion, up 18%, with adjusted EPS of $2.35 surging 37% year-over-year as record exchange volumes spanned all asset classes and the global energy franchise underwent structural repricing |
| IVZ Invesco | 8 |
| +14.1% | 11th consecutive quarter of net inflows with $21.8B |
| JPM JPMorgan Chase & Co. | 6 |
| +6.9% | JPMorgan reported Q1 revenue of $50.5 billion, up 10% year-on-year, with EPS of $5.94 and an ROTCE of 23% |
| KEY KeyCorp | 9 |
| +1.1% | KeyCorp delivered Q1 2026 EPS of $0.44, up 33% year-over-year, with revenue growing 10% and ROTCE exceeding 13% as NIM expanded to 2.87% on track for the 3%+ year-end target |
| KKR KKR | 7 |
| +31.0% | Record Fee-Related Earnings and Management Fees |
| KLAR Klarna Group plc | 8 |
| +51.3% | Klarna's first quarter of 2026 marked a clean profitability inflection |
| KMPR Kemper Corporation | 2 |
| -6.8% | California Personal Auto Remains Primary Headwind |
| L Loews Corporation | 5 |
| +2.6% | CNA reserve charge and higher underlying loss ratio drive earnings decline |
| LMND Lemonade, Inc. | 9 |
| +55.0% | Lemonade extended its growth acceleration streak to 10 consecutive quarters with IFP reaching $1.33 billion (+32% YoY), while the QS reinsurance transition propelled revenue up 71% to $258 million and gross profit up 159% to $100 million |
| MA Mastercard | 8 |
| +15.8% | Strong Revenue and Net Income Growth |
| MCO Moody's Corporation | 7 |
| +8.1% | Record Rated Issuance Driven by AI Infrastructure |
| MCY Mercury General Corporation | 8 |
| +10.5% | Mercury General's Q1 2026 demonstrated the underlying strength of the franchise with a combined ratio of 89.3% and net income of $190 million ($3.44 per share), a dramatic reversal from the prior-year Q1 net loss of $108 million during the wildfire catastrophe |
| MET MetLife | 7 |
| +4.4% | Broad-based adjusted earnings growth across all segments |
| MRSH Marsh & McLennan Companies, Inc. | 6 |
| +7.6% | AI Strategy: Growth, Productivity, and Efficiency |
| MS Morgan Stanley | 9 |
| +18.8% | Record Firm-Wide Revenues and Earnings |
| MSCI MSCI | 8 |
| +14.1% | MSCI delivered over 13% organic revenue growth and nearly 14% adjusted EPS growth, with the ABF run rate hitting $872 million on $103 billion in record inflows and hedge funds driving subscription acceleration, marking record Q1 results across multiple dimensions |
| MTB M&T Bank | 7 |
| +1.7% | M&T Bank delivered GAAP EPS of $4.13 with NIM expanding 2 basis points to 3.71% as fixed-rate asset repricing continued, while fee income grew 13% year-over-year with broad-based strength and C&I growth reached $1.5 billion driven by middle market utilization pickup |
| NDAQ Nasdaq, Inc. | 8 |
| +2.3% | Nasdaq delivered net revenue of $1.4 billion with 13% growth as FinTech achieved record revenue with ACV bookings surging over 50% and 80% cloud-based, while Capital Markets Technology grew 20% with broad-based demand |
| NTRS Northern Trust | 9 |
| +7.8% | Northern Trust extended its positive operating leverage streak to seven consecutive quarters, posting record NII of $662 million, up 15% year-over-year, and EPS of $2.71, up 43% |
| PFG Principal Financial Group | 7 |
| -4.5% | Adjusted EPS growth of 13% above high end of target range |
| PGR Progressive Corporation | 7 |
| +8.7% | Progressive delivered 8.7% revenue growth with extraordinary profitability, maintaining personal auto combined ratios below 90 in nine of the last ten quarters |
| PNC PNC Financial Services | 8 |
| +12.7% | PNC delivered $4.13 per share with NIM expanding to 2.95%, on a clear path toward 3%+, as organic loan growth hit a three-year high |
| PRU Prudential Financial | 7 |
| +6.3% | Retirement segment momentum with record annuity growth |
| PYPL PayPal | 5 |
| +7.2% | PayPal reported Q1 revenue growth of 7% with TPV accelerating to 11%, as the new CEO launched a $1.5 billion cost savings program |
| RF Regions Financial Corporation | 6 |
| +0.5% | Strong Earnings Growth with Peer-Leading Returns |
| RIOT Riot Platforms, Inc. | 6 |
| +3.6% | Riot Platforms reported Q1 2026 revenue of $167 million (+3.61% YoY) and a net loss of $500 million ($1.44/share) driven by $326.7 million in Bitcoin MTM losses, while launching its data center segment with $33.2 million in revenue including $900,000 in operating lease income at 91% margin from the initial AMD delivery |
| RJF Raymond James Financial | 7 |
| +12.4% | Record Quarterly Revenues of $3.86 Billion with 13% Year-Over-Year Growth |
| ROOT Root, Inc. | 8 |
| +12.6% | Root delivered its most profitable quarter ever with $36 million in net income and an annualized ROE of 47%, reversing the prior quarter's expectation of lower 2026 net income |
| SCHW Charles Schwab Corporation | 9 |
| +9.8% | Record Client Growth Drives All-Time NNA Highs |
| SOFI SoFi Technologies, Inc. | 9 |
| +35.8% | SoFi accelerated into 2026, with first-quarter adjusted net revenue up 41% to $1.1 billion, ahead of expectations, and a Rule of 40 score of 72 |
| SPGI S&P Global | 8 |
| +10.4% | S&P Global grew Q1 2026 revenue 10% (9% organic constant currency) with adjusted diluted EPS up 14% year-over-year, as Ratings demonstrated resilience amid macro volatility and Indices delivered double-digit growth across all product lines |
| STT State Street Corporation | 9 |
| +2.2% | Record quarterly revenue of $3.8 billion grew 16% excluding notable items with fee revenue surging 15% and NII breaking out at 17% growth, as State Street achieved its ninth straight quarter of operating leverage |
| SYF Synchrony Financial | 8 |
| +16.6% | Net interest income grew 4% to $4.6 billion with EPS of $2.27 growing 20% as record Q1 purchase volume was achieved with all five platforms growing or flat |
| TFC Truist Financial | 6 |
| +0.4% | Truist delivered 25% EPS growth to $1.09 with 250 basis points of operating leverage, as investment banking produced its highest quarterly revenue since 2021 |
| TROW T. Rowe Price | 6 |
| +5.3% | EPS up 13% YoY despite AUM decline |
| TRV The Travelers Companies, Inc. | 5 |
| +1.0% | Travelers delivered record underwriting income with a core ROE of 19.7%, generating $1.7 billion in core income as the combined ratio remained excellent at 88.6% despite elevated catastrophe activity |
| USB U.S. Bancorp | 7 |
| +4.7% | U.S |
| V Visa Inc. | 9 |
| +17.1% | Record net revenue growth momentum |
| WFC Wells Fargo | 6 |
| +7.3% | Wells Fargo delivered Q1 diluted EPS growth of 15% on revenue increasing 6% with broad-based growth across all segments, as loans exceeded $1 trillion and pre-tax pre-provision profit grew 14% |
| WRB W. R. Berkley Corporation | 6 |
| +4.0% | Record Net Investment Income Drives Earnings Growth |
| WTW Willis Towers Watson | 5 |
| +8.5% | Organic growth slows to 3% at low end of plan amid macro headwinds |