Rate Hikes Could Be Coming: History Likes These 4 Bank Stocks
Published . Updated .
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This report is about US interest rates and banks.
Directly affected
- No company is named in this report.
Indirectly affected
- TLT iShares 20+ Year Treasury Bond ETF-1.6% 30d
iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “rate hike” (US interest rates) in this story.
- IEF iShares 7-10 Year Treasury Bond ETF-0.8% 30d
iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “rate hike” (US interest rates) in this story.
- XLF Financial Select Sector SPDR-3.1% 30d
Financial Select Sector SPDR: it holds banks. Linked by “bank” (banks) in this story.
- BAC Bank of America-11.5% 30d
Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “rate hike” (US interest rates) in this story.
- JPM JPMorgan Chase+0.2% 30d
JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “rate hike” (US interest rates) in this story.
- DHI D.R. Horton+9.1% 30d
D.R. Horton (operative builders): rate changes move lenders' margins and borrowers' demand. Linked by “rate hike” (US interest rates) in this story.
- SCHW The Charles Schwab
The Charles Schwab (security brokers, dealers and flotation companies): rate changes move lenders' margins and borrowers' demand. Linked by “rate hike” (US interest rates) in this story.
- WFC Wells Fargo+3.3% 30d
Wells Fargo (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “bank” (banks) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| TLT | -0.10% | -0.30% | base | after close | after close | after close | after close |
| IEF | -0.44% | -0.28% | base | after close | after close | after close | after close |
| XLF | -2.88% | -1.05% | base | after close | after close | after close | after close |
| BAC | +2.23% | +3.18% | base | after close | after close | after close | after close |
| JPM | -1.44% | +0.85% | base | after close | after close | after close | after close |
| DHI | -3.87% | -4.22% | base | after close | after close | after close | after close |
| SCHW | +0.63% | +0.83% | base | after close | after close | after close | after close |
| WFC | -3.77% | -1.28% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Rate Hikes Could Be Coming: History Likes These 4 Bank Stocks Yahoo Finance
Source: Yahoo Finance
The price since 3 Nov 2026: Ishares Tr (TLT) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Bank Of America (BAC) | three days earlier | +3.18% | final price |
| Bank Of America (BAC) | five days earlier | +2.23% | final price |
| Horton D R (DHI) | three days earlier | -4.22% | final price |
| Horton D R (DHI) | five days earlier | -3.87% | final price |
| Ishares Tr (IEF) | three days earlier | -0.28% | final price |
| Ishares Tr (IEF) | five days earlier | -0.44% | final price |
| Jpmorgan Chase (JPM) | three days earlier | +0.85% | final price |
| Jpmorgan Chase (JPM) | five days earlier | -1.44% | final price |
| Schwab Charles (SCHW) | three days earlier | +0.83% | final price |
| Schwab Charles (SCHW) | five days earlier | +0.63% | final price |
| Ishares Tr (TLT) | three days earlier | -0.30% | final price |
| Ishares Tr (TLT) | five days earlier | -0.10% | final price |
| Wells Fargo (WFC) | three days earlier | -1.28% | final price |
| Wells Fargo (WFC) | five days earlier | -3.77% | final price |
| Select Sector Spdr Tr (XLF) | three days earlier | -1.05% | final price |
| Select Sector Spdr Tr (XLF) | five days earlier | -2.88% | final price |
Trades by members of Congress and officials in the stocks in this story
- Sen. John Boozman bought Ishares Tr (IEF) (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 55 days before publication. Filed 21 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Bank Of America (BAC) (held by a spouse), worth $1,001 - $15,000 on 9 Sep 2026. That is 55 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Laurel Lee sold Bank Of America (BAC) (held by a spouse), worth $50,001 - $100,000 on 24 Aug 2026. That is 71 days before publication. Filed 16 Oct 2026. View the filing.
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM), worth $15,001 - $50,000 on 4 Sep 2026. That is 60 days before publication. Filed 1 Oct 2026. View the filing.
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM) (held by a spouse), worth $15,001 - $50,000 on 4 Sep 2026. That is 60 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Jpmorgan Chase (JPM) (held by a spouse), worth $100,001 - $250,000 on 27 Aug 2026. That is 68 days before publication. Filed 4 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought Horton D R (DHI), worth $15,001 - $50,000 on 17 Aug 2026. That is 78 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Wells Fargo (WFC) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 39 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Wells Fargo (WFC) (held by a dependent child), worth $15,001 - $50,000 on 17 Sep 2026. That is 47 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Wells Fargo (WFC) (held by a dependent child), worth $1,001 - $15,000 on 15 Sep 2026. That is 49 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Ishares Tr (TLT)
Companies mentioned with this story
- TLT Ishares Tr
For “Rate Hikes Could Be Coming: History Likes These 4 Bank Stocks,” Ishares Tr (TLT) is linked, with no stored direction, medium confidence. Reason on file: iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “rate hike” (US interest rates) in this story
- IEF Ishares Tr
Ishares Tr (IEF) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Rate Hikes Could Be Coming: History Likes These 4 Bank Stocks.” Reason on file: iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “rate hike” (US interest rates) in this story
- XLF Select Sector Spdr Tr
Select Sector Spdr Tr (XLF) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Rate Hikes Could Be Coming: History Likes These 4 Bank Stocks.” Reason on file: Financial Select Sector SPDR: it holds banks. Linked by “bank” (banks) in this story
- BAC Bank Of America
Bank Of America (BAC) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Rate Hikes Could Be Coming: History Likes These 4 Bank Stocks.” Reason on file: Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “rate hike” (US interest rates) in this story
- JPM Jpmorgan Chase
Jpmorgan Chase (JPM) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Rate Hikes Could Be Coming: History Likes These 4 Bank Stocks.” Reason on file: JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “rate hike” (US interest rates) in this story
- DHI Horton D R
For “Rate Hikes Could Be Coming: History Likes These 4 Bank Stocks,” Horton D R (DHI) is linked, with no stored direction, medium confidence. Reason on file: D.R. Horton (operative builders): rate changes move lenders' margins and borrowers' demand. Linked by “rate hike” (US interest rates) in this story
- SCHW Schwab Charles
Schwab Charles (SCHW) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Rate Hikes Could Be Coming: History Likes These 4 Bank Stocks.” Reason on file: The Charles Schwab (security brokers, dealers and flotation companies): rate changes move lenders' margins and borrowers' demand. Linked by “rate hike” (US interest rates) in this story
- WFC Wells Fargo
Wells Fargo (WFC) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Rate Hikes Could Be Coming: History Likes These 4 Bank Stocks.” Reason on file: Wells Fargo (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “bank” (banks) in this story
Ishares Tr (TLT)
“Rate Hikes Could Be Coming: History Likes These 4 Bank Stocks” (3 Nov 2026) reaches Ishares Tr (TLT) through this story.
For Ishares Tr (TLT), the reason on file says iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “rate hike” (US interest rates) in this story
A second company, Ishares Tr (IEF), is listed for a different reason: iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “rate hike” (US interest rates) in this story
Dates in the story, and the Ishares Tr (TLT) price range
IEF traded between 88.64 and 91.23 across 20 sessions. The latest close on file is 90.08. TLT traded between 76.44 and 81.94 across 20 sessions. The latest close on file is 79.46. XLF traded between 52.82 and 56.03 across 20 sessions. The latest close on file is 55.07.
A simple score for Ishares Tr (TLT)
46 out of 100
“Rate Hikes Could Be Coming: History Likes These 4 Bank Stocks” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.