Bank Stocks Are Having a Tough Time. This Analyst Is Betting on 2 Names.

Bank stocks have been unloved for much of this year due to concerns about rising bond yields and moderating capital-markets activity. Reflecting growing investor skepticism, the S&P 500 financial sector posted its worst month in September since the 2023 regional banking crisis.

Barrons • 17 hours ago

Composition vs. Returns: Breaking Down the Structural Drift Between KBE and KRE

State Street SPDR S&P Regional Banking ETF focus on regional players led to higher 1-year returns compared to the broader State Street SPDR S&P Bank ETF. Both funds carry identical expense ratios and trailing dividend yields, though State Street SPDR S&P Regional Banking ETF maintains a significantly larger asset base.

The Motley Fool • Oct 23, 2026

Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery

Bank earnings season is here, with major U.S. financial institutions like JPMorgan Chase NYSE: JPM and Goldman Sachs NYSE: GS offering mixed results for Q3 2026. JPMorgan posted an unusual miss to adjusted earnings per share (EPS), even while net revenue rose more than 8% year over year (YOY).

MarketBeat • Oct 17, 2026

UK banking stocks dip on media report of budget tax increase

UK banking stocks dip on media report of budget tax increase

Reuters • Oct 16, 2026

US regional banks join bigger peers in signaling resilient economy as lending holds firm

US regional banks join bigger peers in signaling resilient economy as lending holds firm

Reuters • Oct 16, 2026

Big banks see risks in financing the AI boom, but are happy to keep writing the checks

The CEO's the U.S.'s biggest banks all chimed in on the risks of related to the massive AI buildout, but how there's still no sign that investments need to slow down.

Market Watch • Oct 14, 2026

Banks are set to report this week. Here's what the options market expects

Despite being flat on the year, the options market is pricing in some big financial sector moves as investor weigh the impact of higher rates.

CNBC • Oct 12, 2026

Big Banks Set to Report Trading Haul of $19 Billion

Bloomberg's Sridhar Natarajan expects a mixed-bag when it comes to earnings results from Wall Street's big banks. JPMorgan, Goldman Sachs, Wells Fargo and Citi all report Tuesday.

Bloomberg Markets and Finance • Oct 12, 2026

Big Banks Prepare for Earnings Season

Bloomberg Intelligence Senior US Banks Analyst Herman Chan tells Bloomberg This Weekend that major banks enter third-quarter earnings season with strong credit quality but face questions about the impact of higher interest rates, slowing investment banking activity and potential risks tied to AI financing. Speaking with hosts David Gura and Christina Ruffini, Chan says wealth management could be a bright spot for banks including Morgan Stanley and JPMorgan, while investors will also be watching for signs of credit deterioration and updates on executive succession plans.

Bloomberg Markets and Finance • Oct 11, 2026

US bank investors to focus on impact of higher rates, deals outlook in Q3 earnings

Investors will scrutinize US quarterly bank earnings next week for signs that a recent spike in Treasury ​yields may curb dealmaking and lending growth and raise funding costs across the industry.

Reuters • Oct 8, 2026