Financial Institutions (FISI) Return on Equity [ROE] (2011 - 2026)
Financial Institutions (FISI) posted Return on Equity [ROE] of 12.96% for Q2 2026, up 18.82 percentage points from -5.86% a year earlier and up 0.43 percentage points from the prior quarter.
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Analysis
Financial Institutions (FISI) Return on Equity [ROE] (2011 - 2026) Analysis & Trends
For FY2025, Financial Institutions' Return on Equity [ROE] came in at 12.50%, up 20.64 percentage points from FY2024.
- Annual Return on Equity [ROE] shows a five-year change of +4.05 percentage points (FY2020 to FY2025).
- In prior years, Financial Institutions' Return on Equity [ROE] was -8.14% in FY2024 (-19.82 pp), 11.68% in FY2023 (-0.74 pp), 12.42% in FY2022 (-3.54 pp) and 15.96% in FY2021 (+7.51 pp).
- The Q2 2026 figure stands as the highest quarterly Return on Equity [ROE] since Q4 2022.
- On a year-over-year basis, Return on Equity [ROE] has increased in each of the last three quarters, with an average year-over-year change of -1.44 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Return on Equity [ROE] in the past five years was Q4 2025, with a gain of 19.76 percentage points; the weakest was Q4 2024, with a drop of 19.43 percentage points.
- According to Business Quant data, Return on Equity [ROE] for the three prior quarters was 12.53% (Q1 2026), 11.97% (Q4 2025) and -4.57% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 881.30 Bn | 881.30 Bn | - | 17.62% |
| 2 | Bank Of America | 354.90 Bn | -2,021.17 Bn | - | 11.19% |
| 3 | Hsbc Holdings | 311.39 Bn | -1,517.77 Bn | - | 13.21% |
| 4 | Morgan Stanley | 282.15 Bn | -226.95 Bn | - | 17.50% |
| 5 | Royal Bank Of Canada | 281.68 Bn | -548.32 Bn | - | 15.91% |
| 6 | Goldman Sachs | 255.22 Bn | -3,301.89 Bn | - | 17.08% |
| 7 | Mitsubishi Ufj Financial | 249.82 Bn | -82.42 Bn | 10.89 Bn | 11.72% |
| 8 | Wells Fargo & Company | 249.49 Bn | 251.62 Bn | - | 12.67% |
| 9 | Toronto Dominion Bank | 210.53 Bn | -465.35 Bn | - | 12.87% |
| 10 | Financial Institutions | 799.68 Mn | 320.36 Mn | - | 12.96% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 12.96% |
| Mar 31, 2026 | 12.53% |
| Dec 31, 2025 | 11.97% |
| Sep 30, 2025 | -4.57% |
| Jun 30, 2025 | -5.86% |
| Mar 31, 2025 | -4.63% |
| Dec 31, 2024 | -7.79% |
| Sep 30, 2024 | 10.53% |
| Jun 30, 2024 | 11.28% |
| Mar 31, 2024 | 8.94% |
| Dec 31, 2023 | 11.64% |
| Sep 30, 2023 | 12.60% |
| Jun 30, 2023 | 12.35% |
| Mar 31, 2023 | 12.96% |
| Dec 31, 2022 | 14.15% |
| Sep 30, 2022 | 15.64% |
| Jun 30, 2022 | 15.45% |
| Mar 31, 2022 | 15.12% |
| Dec 31, 2021 | 15.55% |
| Sep 30, 2021 | 14.65% |
API Access
Financial Institutions Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=FISI&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=FISI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();