Bank stocks and the broader markets had a choppy day Tuesday amid mixed reports about industrial activity and retail sales.

The KBW Bank Index closed up 1.05%, the Dow Jones industrial average rose 0.29% and the Standard & Poor's 500 index rose 0.09%.

Home Depot Inc., Saks Inc. and Target Corp. reported better-than-expected third-quarter earnings.

Meanwhile, the Fed said industrial output rose 0.1% in October, below the 0.4% increase that economists on average had expected.

"The numbers weren't that great, but they weren't that terrible either," said Frank Barkocy, the director of research at Mendon Capital Advisors.

JPMorgan Chase & Co. rose 0.3%, Wells Fargo & Co. 0.6%, PNC Financial Services Group Inc. 0.3%, U.S. Bancorp 1.1% and Citigroup Inc. 6 cents, to $4.24.

Bank of America Corp. fell 0.6%.

Among the regionals, SunTrust Banks Inc. rose 4.5%, BB&T Corp. 0.3%, Capital One Financial Corp. 1.5%, KeyCorp 2.9%, Comerica Inc. 0.9%, Regions Financial Corp. 5.1%, Zions Bancorp. 0.6%, Fifth Third Bancorp 1.4% and Huntington Bancshares Inc. 3 cents, to $3.81.

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