FRC
FRC Logo
Sign InGet Access

Connect With Us

Stay updated with our latest research and insights

Fundamental Research Corp Logo

Highly ranked equity research firm providing institutional grade tools and analysis to all investors worldwide. Trusted by global investors for over 20+ years.

20+ Years
Rate us on TrustpilotLeave a review

Policies

  • Privacy Policy
  • Terms of Service
  • Disclaimer

Company

  • About Us
  • Our Team
  • Contact Us
  • Leave a Review

Resources

  • Videos
  • Research Reports
  • FAQ
  • How to use FRC

Browse

  • Stock Directory
  • Stock Screener
  • Market Intel Weekly
  • Report Archive

Trackers

  • Congress Trading
  • Senate Trading
  • Congress Net Worth
  • Commodities

© 2026 Fundamental Research Corp. All Rights Reserved.

Professional investment research since 2003

Home
Research
Get Access
Sign In
Financial Institutions, Inc. Stock AnalysisComprehensive stock analysis for Financial Institutions, Inc. (FISI) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisFISI
FISI
Financial Institutions, Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
FISI
Home🔹Stocks🔹Financial Institutions, Inc.

Financial Institutions, Inc.

🇺🇸FISI•NASDAQ

Financial Institutions, Inc.

🇺🇸FISI•NASDAQ
Market cap
$805.57M
Sentiment

Your view on FISI

Mkt Cap
$805.57M
Sentiment
Your view
FISI
Financial Institutions, Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
FISI
Company Overview

Overview

What the company does, where it operates, and who runs it.

About Financial Institutions, Inc.

Industry
Banks - Regional
Sector
Financial Services
CEO
Martin K. Birmingham
Headquarters
220 Liberty Street, Warsaw, NY, US
Industry
Banks - Regional
Sector
Financial Services
CEO
Martin K. Birmingham
Headquarters
220 Liberty Street, Warsaw, NY, US
Description

Financial Institutions, Inc. operates as a holding company for the Five Star Bank, a chartered bank that provides banking and financial services to individuals, municipalities, and businesses in New York.

The company offers checking and savings account programs, including money market accounts, certificates of deposit, sweep investments, and individual retirement and other qualified plan accounts.

Its loan products include term loans and lines of credit; short and medium-term commercial loans for working capital, business expansion, and purchase of equipment; commercial business loans to the agricultural industry; commercial mortgage loans; one-to-four family residential mortgage loans, home improvement loans, closed-end home equity loans, and home equity lines of credit; and consumer loans, such as automobile, secured installment, and personal loans.

The company also provides personal insurance products, including automobile, homeowners, boat, recreational vehicle, landlord, and umbrella coverage; commercial insurance comprising property, liability, automobile, inland marine, workers compensation, bonds, crop, and umbrella insurance products; and financial services comprising life and disability insurance, medicare supplements, long-term care, annuities, mutual funds, and retirement programs.

In addition, it offers customized investment advisory, wealth management, investment consulting, and retirement plan services, as well as operates a real estate investment trust that holds residential mortgages and commercial real estate loans.

The company operates a network of 48 banking offices in Allegany, Cattaraugus, Cayuga, Chautauqua, Chemung, Erie, Genesee, Livingston, Monroe, Ontario, Orleans, Seneca, Schuyler, Steuben, Wayne, Wyoming, and Yates counties, New York. Financial Institutions, Inc. was founded in 1817 and is headquartered in Warsaw, New York.

FRC Research

Media

Infographics, videos, and posts covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks it is worth vs. the current price.

FRC's fair value estimate for Financial Institutions, Inc., and the rating behind it. FISI last traded at $40.92, 10.0× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for Financial Institutions, Inc.. Starting points for Financial Institutions, Inc.: P/E 10.0, EPS $4.21, beta 0.64 — an Banks - Regional name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for Financial Institutions, Inc.. Financial Institutions, Inc. paid $1.26 per share over the last year — a 3.1% yield at the current $40.92 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for Financial Institutions, Inc.. Trailing twelve-month EPS for Financial Institutions, Inc. stands at $4.21. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for Financial Institutions, Inc.. Financial Institutions, Inc. has reported as a listed company since 1999. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

Financial Institutions, Inc. valued side by side against its closest peers. Financial Institutions, Inc. is measured against Banks - Regional peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Premium

Which funds and firms own the stock.

Which institutions hold Financial Institutions, Inc., and how their positions are changing. At a $805.6M market value, institutional positions materially move Financial Institutions, Inc.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.

Insider Trading

Premium

Recent buying and selling by company executives.

Buying and selling by Financial Institutions, Inc. executives and directors. Shares of Financial Institutions, Inc. have traded between $20.97 and $30.07 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.

Senate Trading

Premium

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming Financial Institutions, Inc.. Financial Institutions, Inc. is a $805.6M Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.

House Trading

Premium

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming Financial Institutions, Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.

News

Latest headlines and market coverage.

Latest headlines and company announcements for Financial Institutions, Inc.. Coverage tracks Financial Institutions, Inc. within Banks - Regional (Financial Services). Press releases and market coverage, newest first.

Peer companies

  • ALRS — Alerus Financial Corporation
  • BCAL — Southern California Bancorp
  • FMNB — Farmers National Banc Corp.
  • MSBI — Midland States Bancorp, Inc.
  • SHBI — Shore Bancshares, Inc.

More Banks - Regional companies

  • ATLO — Ames National Corporation
  • AUB — Atlantic Union Bankshares Corporation
  • AUBN — Auburn National Bancorporation, Inc.
  • AVAL — Grupo Aval Acciones y Valores S.A.
  • AVBC — Avidia Bancorp, Inc.
  • AVBH — Avidbank Holdings, Inc.
  • AX — Axos Financial, Inc.
  • BAFN — BayFirst Financial Corp.
  • BANC — Banc of California, Inc.
  • BANF — BancFirst Corporation
  • BANFP — BFC Capital Trust II PFD TR 7.20%
  • BANR — Banner Corporation

ETFs holding Financial Institutions, Inc.

  • FDM — First Trust Dow Jones Select MicroCap Index Fund (1.33%)
  • OASC — OneAscent Small Cap Core ETF (1.09%)
  • LITL — Simplify Piper Sandler US Small-Cap PLUS Income ETF (0.59%)
  • AFSM — First Trust Active Factor Small Cap ETF (0.56%)
  • SQLV — Royce Quant Small-Cap Quality Value ETF (0.43%)
  • QABA — First Trust NASDAQ ABA Community Bank Index Fund (0.32%)
  • BFOR — Barron's 400SM ETF (0.30%)
  • ESSC — Eventide Small Cap ETF (0.28%)

News

Latest Market News