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Translating data into actionable ideas.





KBW provides equity research coverage of more banks than any other investment bank.

Our award-winning Equity Research Division publishes in-depth analyses of financial-sector companies in global markets. Our worldwide team of 80 analysts and support staff provides coverage of more than 600 financial services companies across a broad spectrum of financial and financial technology sectors. Going beyond individual company research, our team offers crucial insights into the evolution of the global financial sector as it relates to technology, regulation, macroeconomics, and market structure.

KBW analysts are top-ranked by Institutional Investor and Greenwich Associates and regularly quoted in leading publications, including Financial Times, The Wall Street Journal, Bloomberg Markets, and Forbes.

Check out all of our recent appearances in the media.

Macro Research

KBW's Equity Research Division complements our company-specific analyses with research on the following macroeconomic topics:

Equity Strategy

Our Equity Strategy analysts perform macro-level analyses of events driving the global financial services sector. We also offer a model portfolio, consisting of investment recommendations and weightings, as well as a detailed view of company- and sector-specific performance in the financial services industry.


Our FinTech Research Group focuses on the forces driving the digital banking and payments evolution across American and international markets. Based on a deep understanding of global FinTech trends, we frame potential opportunities for both incumbent players and potential disruptors within the digital banking and payments space.

Quantitative Analysis

Our Quantitative Analysis Group analyzes key macroeconomic issues impacting financial stocks and the market at large. We quantify the impact of technical trading and focus on timely, market-moving research. Additionally, we provide information for client-specific issues and data requests.

Washington Research

Our Washington Research Group evaluates and analyzes critical events and issues in U.S. politics and legislation. We provide a top-down analysis of key legislative events and their potential impact on specific sectors and companies under KBW’s coverage.

Awards & Recognition

Award Cup


Greenwich 2019 North American Equity Survey

Large Cap PM Survey:

#1 Large Cap Bank Research*

#2 Brokerage, Asset Mgmt. & Exchanges Research*

#2 Insurance Research*

*Tied for #1 and #2 Large Cap PM survey rankings

SMID Cap PM Survey:

#1 Best Research Banks

#1 Best Research Non-Bank Financials

Award Cup


Thomson Reuters Starmine Analyst Awards 2019


Bose George #1 ranked analyst in Thrifts & Mortgage Finance, stock picking

Jade Rahmani #2 ranked analyst in Mortgage, REITs, earnings estimate accuracy

Sanjay Sakhrani #3 ranked analyst Consumer Finance, earnings estimate accuracy


David Threadgold, #1 ranked analyst in Banks, stock picking

David Threadgold, #1 ranked analyst in Financial Services, stock picking

David Threadgold, #2 ranked analyst for the Overall Analyst Awards, Banks and Financial Services

Leading Analysts

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