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FISI · Financial Institutions Inc

Track FISI — free
$40.92 -0.17 (-0.41%) At close · Sep 11
Market Cap
$806.38M
Shares
19.71M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$40.92 Open$41.52 Day$40.67–41.71 52W close$25.72–42.70 Avg vol 30d141K Short int555K · 2.8% float · 3.4d Short vol58% Last earningsJul 24, 2026 DataJan 2020–Sep 2026 Filing10-Q · Aug 3

Up next

Next earnings call
Oct 23, 2026 Est · unconfirmed · in 6 wks
filed Aug 3, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$254.95M
Trailing 12 months
Net income (TTM)
$82.63M
Trailing 12 months
Revenue growth YoY
+7.7%
Year over year
Operating margin
Trailing 12 months
P / E (TTM)
10.2
Trailing earnings · reciprocal yield 9.8%
FCF yield
7.0%
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
−$161.52M
Latest balance sheet
Dividend yield
3.1%
Trailing 12 months
Shares change YoY
-1.7%
Year over year · fewer shares
Price change (1Y)
+50.2%
Trailing year
Short interest
2.8%
Latest settlement · 3.4 days to cover
View all 115 metrics

AI Brief

Q2 FY26 earnings call · Jul 24, 2026
Q2 FY26

TL;DR. FISI reported strong Q2 2026 results with 2.7% loan growth and 21bp margin expansion year-over-year, and raised full-year guidance for NIM (to ~370bps), ROA (to ≥1.30%), and ROE (to ≥12.5%).

Bullish
  • + Raised full-year NIM guidance from upper 360s to approximately 370 basis points
  • + Raised full-year ROA guidance from 1.22% to at least 1.30% and ROE guidance from 11.9% to at least 12.5%
  • + Raised full-year COLI income outlook to at least $11 million from $10.5 million
  • + Improved full-year efficiency ratio outlook to below 57%
Bearish
  • Consumer indirect loans declined 7.5% YoY due to disciplined spread/credit stance, pressuring overall loan growth
  • Total deposits fell 0.7% QoQ to $5.30B reflecting public deposit seasonality, even as year-over-year deposits grew 2.8%

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Strong Sentiment Bullish Fundamentals Strong Quant / Vol Very Low
Market backdrop VIX 15.8 · calm Equity put/call 0.58
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +16%
above
Price vs 50-day avg +1%
above
RSI (14) 50
neutral
MACD trend Negative
52-week position 90%
near high
Momentum
relative strength
Strong
1-month return −2%
trailing
6-month return +34%
trailing
YTD return +31%
this year
Relative strength +16%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $41 › 200d $35 — 50d above 200d
Institutional flow Accumulating
+6% holders QoQ · +26 funds added
Insider flow Accumulating
Net +$24.8K over 90 days · 0% sells
Short interest Rising
2.82% of float · ▲ +9.2% MoM · 3.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
160 holders — near 3-yr high, broad support
Squeeze score 58
elevated · 0–100
Fundamentals
Strong
EPS growth +231%
Y/Y
Free cash flow $13.3M
Valuation P/E 10.2
below peers
Balance sheet $193.9M
net debt
Quant / Vol
risk profile
Very Low
Volatility 26%
annualized · 1-yr
Max drawdown −14%
past year
ATR 2.0%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Jun 30, 2026
Loan growth · full year 2026 Initiated 5%
Prior guidance period ended · from the Earnings Call filed Oct 28, 2021
Non-interest expense · Q4 $27M – $29M
Efficiency ratio · full year 56% – 57%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
1 · 2 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+16% Bullish
Price vs 50-day avg
+1% Bullish
RSI (14)
50 Neutral
MACD trend
Negative Bearish
52-week position
90% Bullish
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $41 › 200d $35 — 50d above 200d
Institutional flow Accumulating
+6% holders QoQ · +26 funds added
Insider flow Accumulating
Net +$24.8K over 90 days · 0% sells
Short interest Rising
2.82% of float · ▲ +9.2% MoM · 3.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
160 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $26 Now $41 · 90% Range high $43
vs 200-day avg +16% vs 50-day avg +1%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Banks - Regional — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
FISI
Financial Institutions Inc
this stock
$806.38M +31.3% 10.2 2.8%
MFG
Mizuho Financial Group Inc
$138.58B +56.4% 0.1%
HDB
Hdfc Bank Ltd
$119.92B -36.1% -3.2% 0.7%
CIXPF
CaixaBank/ADR
$107.26B +26.7% 0.1%
IBN
Icici Bank Ltd
$105.48B -1.4% 0.6%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
160
% held
79.9%
Net QoQ
-121.1K sh
Top holder
PL Capital Advisors, LLC
Held Float
View
Held by Funds
Fund positions
210
View
Short & Settlement
Short Interest Rising
Shares short
554.9K
Days to cover
3.4d
Change
+46.9K sh
View
Short Volume
Short vol %
58%
As of
Sep 11, 2026
Short Total
View
Fails to Deliver
FTD shares
166
Value
$6.7K
As of
Jul 27, 2026
View
Off-Exchange
Off-exchange %
33.0%
Week of
Aug 3, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net buying
Net (90d)
+$24.8K
Buyers / Sellers
1 / 0
Buyers Sellers
View
Congressional Trades Sell
Member
Joseph D. Morelle
Amount
$1.0K–$15.0K
Traded
Nov 20, 2020
View
Financials
Financials
Net income (FY)
$74.9M
EPS diluted
$3.61
View
Buybacks
Authorized
shares 1.0M
Remaining
shares 506.3K
Spent Remaining
View
Filings
SEC Filings
Latest
8-K
Filed
Sep 8, 2026
This year
13
View
Exempt Offerings
Offering
$80.0M
Filed
Dec 17, 2025
View
Earnings & Events
Earnings Calls
Last call
Jul 24, 2026
View

Performance

5D 20D 120D MTD YTD
FISI -0.6% -2.3% +33.8% +1.0% +31.3%
SPY -1.2% -1.8% +17.8% -0.4% +12.1%
vs SPY +0.5% -0.6% +15.9% +1.4% +19.2%

Capital returns

Latest dividend
$0.32 / share · ex Jun 12, 2026
Declared · upcoming
$0.32 / share · ex Sep 15, 2026
Raised 3.2%
Paid (TTM)
$1.26 / share · 4 payouts
Dividend yield (TTM, derived)
3.08%
Buyback program · as of Jun 30, 2026
Authorized
shares 1.01M
Spent (derived)
shares 500,066
Remaining
shares 506,313
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 862831 CUSIP 317585404 13F (30d) 5 filings 5 filers Visit website