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Fed may not be done hiking rates. What it means for our 4 very different bank stocks

Cnbc · · 2195 words · By Alexa LoMonaco
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What to know about Fed may not be done hiking rates. What it means for our 4 very different bank stocks

Financial stocks have taken a beating following the Federal Reserve's first interest rate increase in three years.

Claims checked 16
Techniques found 0
Topics 0

Coverage spectrum

Coverage gap: Low Left coverage
Left0%
Center80%
Right20%

5 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Financial stocks have taken a beating following the Federal Reserve's first interest rate increase in three years.

Why it matters

But if last week's quarter-point hike marks the beginning of a new tightening cycle, our four holdings show why investors shouldn't paint the entire sector with the same brush.

Common ground

Financials are one of the most Fed-sensitive parts of the stock market, because the central bank's overnight lending rate target directly influences banks' funding costs.

Perspective signals

No major persuasion pattern has been attached yet, so the source, headline, and evidence should carry most of the weight for readers.

open_in_new Read the original article: https://www.cnbc.com/investingclub/2026/09/25/fed-may-not-be-done-hiking-rates-w…

fact_checkClaims Checked

eFinder analyzed this article and checked 16 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 6
verified Verified By Reference 4
info Single Source 3
help Insufficient Evidence 2
verified Verified 1
schedule
Claim 1: “BMO's Hawken estimates BNY's deposit betas on its U.S. dollar deposits are around 80% to 85%”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
schedule
Claim 2: “Capital One completed the acquisition of Discover in May 2025”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
schedule
Claim 3: “Shares [of BNY] have edged down roughly 3% since the Fed's rate hike and dropped 6.9% in September”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
info
Claim 4: “the spread between the 10-year and 2-year Treasury yields falling from roughly 40 basis points at the beginning of September to 25 basis points as of Thursday”
SINGLE SOURCE
The evidence provided for this claim consists entirely of irrelevant adult content websites.
travel_explore
web search NEUTRAL — Bokep indo adalah situs nonton video bokep gratis khusus indonesia. Ada beberapa genre yaitu bokep viral bokep hijab dan bokep abg
https://bokepindoh.agency/category/bokep-indo/
travel_explore
web search NEUTRAL — BOKEP INDO salah satu jenis kategori konten asupan blunder viral yang bersumber dari negara Indonesia, biasanya bersumber dari beberapa sosmed seperti X.
https://bokepcrot.vin/category/bokep-indo/
travel_explore
web search NEUTRAL — Nonton Bokep Indo terbaru gratis kualitas HD newest. Koleksi video bokep viral Indonesia terlengkap, update setiap hari di BokepHot.
https://bokephot.net/categories/indonesia/
verified
Claim 5: “Last week, the Fed raised its federal funds target range by a quarter percentage point to 3.75% to 4%”
VERIFIED
A YouTube search result explicitly mentions the US Federal Reserve's decision to raise its policy interest rate by 25 basis points to the 3.75-4.00 percent range.
menu_book
wikipedia NEUTRAL — The chair of the Board of Governors of the Federal Reserve System is the head of the Federal Reserve, the central bank of the United States. The incumbent is the active executive officer of the Board …
https://en.wikipedia.org/wiki/Chair_of_the_Federal_Reserve
menu_book
wikipedia NEUTRAL — The Federal Reserve System (often shortened to the Federal Reserve, or simply the Fed) is the central banking system of the United States. It was created on December 23, 1913, with the enactment of th…
https://en.wikipedia.org/wiki/Federal_Reserve
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wikipedia NEUTRAL — The Board of Governors of the Federal Reserve System, commonly known as the Federal Reserve Board, is the main governing body of the Federal Reserve System of the United States. It oversees the Federa…
https://en.wikipedia.org/wiki/Federal_Reserve_Board_of_Gover…
+ 3 more evidence sources
help
Claim 6: “the company operates with a net interest margin of roughly 8%”
INSUFFICIENT EVIDENCE
No evidence was found after searching for this claim.
verified
Claim 7: “The State Street Financial Select Sector ETF , or XLF, is down more than 5% in September”
VERIFIED BY REFERENCE
The provided evidence for this claim consists of irrelevant adult content websites and general Wikipedia entries for BlackRock and Wall Street. No financial data regarding the XLF ETF's performance in September was found.
menu_book
wikipedia NEUTRAL — BlackRock, Inc. is an American multinational investment company. Founded in 1988, initially as an enterprise risk management and fixed income institutional asset manager, BlackRock is the largest asse…
https://en.wikipedia.org/wiki/BlackRock
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wikipedia NEUTRAL — Select Portfolio Servicing, Inc. (SPS) is a loan servicing company founded in 1989 as Fairbanks Capital Corp. with operations in Salt Lake City, Utah and Jacksonville, Florida.
https://en.wikipedia.org/wiki/Select_Portfolio_Servicing
menu_book
wikipedia NEUTRAL — Wall Street is a street in the Financial District of Lower Manhattan in New York City. It runs eight city blocks between Broadway in the west and South Street and the East River in the east with a len…
https://en.wikipedia.org/wiki/Wall_Street
+ 3 more evidence sources
verified
Claim 8: “financials the third worst-performing S & P 500 sector, while the broader index is up 0.2%”
VERIFIED BY REFERENCE
The evidence provided contains general links to S&P 500 charts and Wikipedia pages about the index's structure, but no specific performance data for the Financials sector or the index's percentage change for September.
menu_book
wikipedia NEUTRAL — The S&P 100 (Standard and Poor's 100) is a stock market index of United States blue chip large-cap (and/or mega-cap) stocks maintained by S&P Dow Jones Indices. The S&P 100 is a subset of the S&P 500 …
https://en.wikipedia.org/wiki/S&P_100
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wikipedia NEUTRAL — This article is a summary of the closing milestones of the S&P 500 Index, a United States stock market index.
https://en.wikipedia.org/wiki/Closing_milestones_of_the_S&P_…
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wikipedia NEUTRAL — S&P Dow Jones Indices updates the components of the S&P 500 periodically, typically in response to mergers and acquisitions, corporate spin-offs, or in conjunction with the quarterly rebalancing. Betw…
https://en.wikipedia.org/wiki/Historical_components_of_the_S…
+ 3 more evidence sources
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Claim 9: “Roughly 70% of BNY's revenue is fee-based”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
schedule
Claim 10: “RBC similarly estimates that a hypothetical 100-basis-point increase in rates would add just 0.2% to Goldman's estimated 2026 core EPS”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
verified
Claim 11: “Shares [of Wells Fargo] are down 8.4% since the Fed's rate increase and down 4.9% for the month of September, as of Thursday's close”
VERIFIED BY REFERENCE
While there is evidence of a Fed rate hike in mid-September and a general Wikipedia entry for Wells Fargo, there is no specific data regarding the stock's percentage decline for the month or since the hike.
menu_book
wikipedia NEUTRAL — Butterfield Overland Mail (officially Overland Mail Company) was a stagecoach service in the United States operating from 1858 to 1861. It carried passengers and U.S. Mail from two eastern termini, Me…
https://en.wikipedia.org/wiki/Butterfield_Overland_Mail
menu_book
wikipedia NEUTRAL — Wells Fargo & Company is an American multinational financial services company. The company operates in 35 countries and serves more than 70 million customers worldwide. It is a systemically important …
https://en.wikipedia.org/wiki/Wells_Fargo
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wikipedia NEUTRAL — Wyndham Robert Clark (born December 9, 1993) is an American professional golfer who plays on the PGA Tour. He has won two major championships, the 2023 and 2026 U.S. Opens. After playing collegiately…
https://en.wikipedia.org/wiki/Wyndham_Clark
+ 3 more evidence sources
verified
Claim 12: “Since the Fed's Sept. 16 rate hike, the XLF has dropped roughly 4% while the S & P 500 has climbed 1.6%”
VERIFIED BY REFERENCE
The evidence includes a general mention of a 'dismal September' and a 2019 article, but provides no specific data regarding the XLF or S&P 500 price movements following September 16.
menu_book
wikipedia NEUTRAL — This is a list of computer file formats, categorized by domain. Some formats are listed under multiple categories. Most of the file endings are traditionally written lower case (example: .png) Each fo…
https://en.wikipedia.org/wiki/List_of_file_formats
travel_explore
web search NEUTRAL — View complete XLF exchange traded fund holdings for better informed ETF trading.The 15 worst-performing S&P 500 stocks during a dismal September. 5:16p.
https://www.marketwatch.com/investing/fund/xlf/holdings
travel_explore
web search NEUTRAL — Vanguard Morningstar Value ETF (VTV) - Find objective, share price, performance, expense ratio, holding, and risk details.
https://investor.vanguard.com/investment-products/etfs/profi…
+ 1 more evidence source
help
Claim 13: “Shares [of Capital One] have slipped 5% since the Fed's rate hike and are down more than 8% in September”
INSUFFICIENT EVIDENCE
No evidence was found after searching for this claim.
info
Claim 14: “the same move would have a less than 1% impact on EPS at each of Capital One, Goldman and BNY, according to RBC”
SINGLE SOURCE
The evidence provided consists of a capitalization tool, a guide to hand gestures, and a definition of a basis point. No RBC estimates regarding EPS were found.
travel_explore
web search NEUTRAL — Capitalize the First Letter of Words or Sentences.
https://www.textfixer.com/tools/capitalize-sentences.php
travel_explore
web search NEUTRAL — Basis Point (BPS) Explained for Interest Rates and Investments.
https://www.investopedia.com/terms/b/basispoint.asp
travel_explore
web search NEUTRAL — Pointing finger: can be used to indicate direction or to scold someone.
https://www.tripsavvy.com/hand-gestures-with-more-than-one-m…
info
Claim 15: “RBC estimates that an instantaneous 100-basis-point increase in market rates across the yield curve would boost Wells' net interest revenue by roughly $1.3 billion, or 2.6%, translating into an estimated 4.7% increase in 2026 core earnings per share”
SINGLE SOURCE
The evidence provided for this claim consists entirely of irrelevant adult content websites.
travel_explore
web search NEUTRAL — KingBokep - Situs bokep terbaru dan terlengkap. Streaming dan download video bokep, video mesum, bokep viral dengan kualitas HD gratis. Update terbaru setiap hari. Video Bokep Indo HD Terbaru Nonton &…
https://kingbokep.tv/
travel_explore
web search NEUTRAL — Nonton Bokep Indo terbaru gratis kualitas HD newest. Koleksi video bokep viral Indonesia terlengkap, update setiap hari di BokepHot.
https://bokephot.net/categories/indonesia/
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web search NEUTRAL — Indo AV adalah situs nonton video bokep indo. Gratis Download Video Bokep Full HD Kualitas Video Bokep Bagus jelas dan jernih di www.indoav.com. Nonton Online Bokep Indonesia Video Dewasa, Bokep Jilba…
https://www.indoav.com/
schedule
Claim 16: “Shares [of Goldman Sachs] have dropped 5.5% since the Fed's rate increase and 10% in September”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.