Comprehensive, Independent Analysis

Sandler O’Neill publishes detailed equity research on over 300 financial services companies. We provide institutional investors with timely, value-added investment ideas based on rigorous analysis, independent thinking and deep industry knowledge.

Our research heightens the visibility of smaller issuers who have sufficient trading volume but often do not attract institutional interest. We also publish research delivering a fresh perspective on larger companies. Sandler O’Neill employs more than 20 analysts, each driven to produce exceptional results through disciplined fundamental research. Coverage is focused on the following industries:

  • Banks and thrifts
  • Specialty finance companies
  • Asset management
  • eFinance
  • Financial Technology
  • Investment banking and broker-dealers
  • Real estate investment trusts (REITs)
  • Mortgage REITs
  • Insurance

Acknowledged Excellence

The Wall Street Journal, the Financial Times, American Banker and Institutional Investor have recognized Sandler O’Neill analysts as industry leaders based on their accurate earnings estimates and stock picking ability.

To give financial companies further entrée to potential investors, we sponsor several widely attended Financial Services Conferences each year.

To register for our research coverage, click here.

Mark T. Fitzgibbon, Principal
Director of Research