Financial Institutions (FISI) Return on Assets [ROA] (2011 - 2026)
Financial Institutions' Return on Assets [ROA] was 1.31% in Q2 2026, up 1.87 percentage points from -0.56% a year earlier and up 0.05 percentage points from the prior quarter.
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Analysis
Financial Institutions (FISI) Return on Assets [ROA] (2011 - 2026) Analysis & Trends
For FY2025, Return on Assets [ROA] at Financial Institutions came in at 1.21%, up 1.89 percentage points from FY2024.
- Return on Assets [ROA] shows a five-year change of +0.38 percentage points (FY2020 to FY2025).
- In earlier years, Return on Assets [ROA] was -0.68% in FY2024 (-1.52 pp), 0.84% in FY2023 (-0.16 pp), 1.00% in FY2022 (-0.49 pp) and 1.49% in FY2021 (+0.66 pp).
- The Q2 2026 figure marks the highest quarterly Return on Assets [ROA] since Q4 2021.
- Compared with a year earlier, Return on Assets [ROA] has increased for three straight quarters, with an average year-over-year change of +0.02 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Assets [ROA] over five years was Q4 2025 (a gain of 1.87 percentage points); the worst was Q4 2024 (a drop of 1.50 percentage points).
- Per Business Quant data, FISI's Return on Assets [ROA] in the three quarters before Q2 2026 was 1.26% (Q1 2026), 1.19% (Q4 2025) and -0.45% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 881.30 Bn | 881.30 Bn | - | 1.31% |
| 2 | Bank Of America | 354.90 Bn | -2,021.17 Bn | - | 0.96% |
| 3 | Hsbc Holdings | 311.39 Bn | -1,517.77 Bn | - | 0.77% |
| 4 | Morgan Stanley | 282.15 Bn | -226.95 Bn | - | 1.25% |
| 5 | Royal Bank Of Canada | 281.68 Bn | -548.32 Bn | - | 0.93% |
| 6 | Goldman Sachs | 255.22 Bn | -3,301.89 Bn | - | 1.00% |
| 7 | Mitsubishi Ufj Financial | 249.82 Bn | -82.42 Bn | 10.89 Bn | 0.52% |
| 8 | Wells Fargo & Company | 249.49 Bn | 251.62 Bn | - | 1.02% |
| 9 | Toronto Dominion Bank | 210.53 Bn | -465.35 Bn | - | 0.77% |
| 10 | Financial Institutions | 799.68 Mn | 320.36 Mn | - | 1.31% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.31% |
| Mar 31, 2026 | 1.26% |
| Dec 31, 2025 | 1.19% |
| Sep 30, 2025 | -0.45% |
| Jun 30, 2025 | -0.56% |
| Mar 31, 2025 | -0.43% |
| Dec 31, 2024 | -0.68% |
| Sep 30, 2024 | 0.83% |
| Jun 30, 2024 | 0.83% |
| Mar 31, 2024 | 0.65% |
| Dec 31, 2023 | 0.82% |
| Sep 30, 2023 | 0.86% |
| Jun 30, 2023 | 0.87% |
| Mar 31, 2023 | 0.91% |
| Dec 31, 2022 | 0.99% |
| Sep 30, 2022 | 1.15% |
| Jun 30, 2022 | 1.20% |
| Mar 31, 2022 | 1.29% |
| Dec 31, 2021 | 1.39% |
| Sep 30, 2021 | 1.32% |
API Access
Financial Institutions Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=FISI&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "FISI", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=FISI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();