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Financial Institutions, Inc.

FISIFinancial ServicesNASDAQ

Banks - Regional

PriceMA150MA200
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Financials · Annual
Revenue
$243.5M
+112.6% YoY
Net Income
$74.9M
+279.8% YoY

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About Financial Institutions, Inc.

Financial Institutions, Inc., through its subsidiaries, provides banking and financial services to consumer, commercial, and municipal customers in New York. The company carries a $713.2M market cap, placing it firmly in the small-cap category. The company provides checking and savings account programs, including money market accounts, certificates of deposit, sweep investments, and individual retirement and other qualified plan accounts, as well as NOW accounts.

Key stats
Market Cap$713.2M
P/E (TTM)9.43
Fwd P/E8.65
EPS$3.84
Beta0.65
52W Change+42.0%
Dividend Yield3.48%
ROE12.9%
Analysis

The company holds $113.2M in cash, though total debt stands at $250.3M. This level of leverage is common in the industry but worth monitoring as interest rate conditions evolve. ROE of 12.9% points to decent capital efficiency, indicating how much profit the company produces per dollar of shareholder equity. ROA of 1.2% is on the lower side, which is common in asset-heavy industries. Revenue has been uneven over recent years, ranging from $212.3M to $243.5M.

The relatively low beta of 0.65 suggests FISI is a less volatile holding compared to the broader index. Understanding these risk dimensions helps frame what to watch going forward as conditions evolve for Financial Institutions, Inc. and its sector.

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