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FISI · Financial Institutions Inc

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$41.68 -0.07 (-0.17%)
Market Cap
$822.74M
Shares
19.71M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$41.75 Open$41.95 Day$41.68–42.31 52W close$25.72–42.70 Avg vol 30d145K Short int485K · 2.5% float · 3.0d Short vol67% Last earningsJul 24, 2026 DataJan 2020–Aug 2026 Filing10-Q · Aug 3

Up next

Next earnings call
Oct 23, 2026 Est · unconfirmed · in 10 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Aug 3, 2026

AI Brief

TL;DR.

Bullish
    Bearish

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

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Strong Buy
      SellHoldBuy
      Technical Buy Momentum Very Strong Sentiment Bullish Fundamentals Strong Quant / Vol Low
      Market backdrop VIX 14.3 · calm Equity put/call 0.52
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +22%
      above
      Price vs 50-day avg +6%
      above
      RSI (14) 59
      neutral
      MACD trend Negative
      52-week position 94%
      near high
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Very Strong
      1-month return +6%
      trailing
      6-month return +30%
      trailing
      YTD return +34%
      this year
      Relative strength +16%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $39 › 200d $34 — 50d above 200d
      Institutional flow Accumulating
      +5% holders QoQ · +27 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      2.46% of float · ▼ -10.5% MoM · 3.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      158 holders — near 3-yr high, broad support
      Squeeze score 53
      elevated · 0–100
      Fundamentals
      Strong
      EPS growth +231%
      Y/Y
      Free cash flow $13.3M
      Valuation P/E 10.4
      below peers
      Balance sheet $193.9M
      net debt
      Quant / Vol
      risk profile
      Low
      Volatility 26%
      annualized · 1-yr
      Max drawdown −14%
      past year
      ATR 2.1%
      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
      full year 2026
      Full-year loan growth 5%
      full year
      COLI income $11M
      Efficiency ratio up to 57%
      Return on average assets 1.3%
      Return on average equity 12.5%
      Prior guidance period ended · from the Earnings Call filed Sep 30, 2025
      Return on average assets · full year 2025 at least 1.15%
      Return on average equity · full year 2025 at least 12%
      Net charge-off ratio · full year 2025 0.25% – 0.35%

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

      Technicals

      trend & momentum for long-term holders Buy
      1 · 3 · 3
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +22% Bullish
      Price vs 50-day avg
      +6% Bullish
      RSI (14)
      59 Neutral
      MACD trend
      Negative Bearish
      52-week position
      94% Bullish
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bullish · 3 of 6
      Trend (MA cross) No cross
      50d $39 › 200d $34 — 50d above 200d
      Institutional flow Accumulating
      +5% holders QoQ · +27 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      2.46% of float · ▼ -10.5% MoM · 3.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      158 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $26 Now $42 · 94% Range high $43
      vs 200-day avg +22% vs 50-day avg +6%

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

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Common equity Tier 1 ratio non-GAAP 11.44% Q2 2026
      Net charge-offs 0.11% Q2 2026
      Return on average equity 13.31% Q2 2026
      Return on average tangible common equity non-GAAP 14.88% Q2 2026
      Tangible common equity ratio non-GAAP 9.02% Q2 2026
      Net interest margin 3.67% the first quarter of 2026
      Return on average tangible common equity ratio non-GAAP 15.04% the first quarter of 2026
      Return on average tangible common equity (annualized) non-GAAP 13.93% FY2025
      Tangible common book value per share non-GAAP $27.84 Q4 FY2025
      Tangible common equity non-GAAP 551.23M Q4 FY2025
      Tangible common equity to tangible assets non-GAAP 8.87% Q4 FY2025

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      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
      $822.74M +33.9% 10.4 2.5%
      MFG
      Mizuho Financial Group Inc
      $132.42B +48.5% 0.1%
      HDB
      Hdfc Bank Ltd
      $120.05B -36.0% +15.2% 0.5%
      IBN
      Icici Bank Ltd
      $108.39B -0.2% 0.5%
      PNC
      Pnc Financial Services Group, Inc.
      $102.52B +23.1% +7.2% 14.1 1.8%

      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
      158
      % held
      79.4%
      Net QoQ
      -229.6K sh
      Top holder
      PL Capital Advisors, LLC
      Held Float
      View
      Held by Funds
      Fund positions
      207
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      485.3K
      Days to cover
      3.0d
      Change
      -56.7K sh
      View
      Short Volume
      Short vol %
      67%
      As of
      Aug 14, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      166
      Value
      $6.7K
      As of
      Jul 27, 2026
      View
      Off-Exchange
      Off-exchange %
      31.0%
      Week of
      Jul 13, 2026
      Off-exch Lit
      View
      Smart Money
      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
      10-Q
      Filed
      Aug 3, 2026
      This year
      11
      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 +0.2% +6.2% +29.5% +0.7% +33.9%
      SPY +0.4% +4.5% +13.8% +3.9% +13.9%
      vs SPY -0.2% +1.7% +15.8% -3.2% +20.1%

      Capital returns

      Latest dividend
      $0.32 / share · ex Jun 12, 2026
      Raised 3.2%
      Paid (TTM)
      $1.26 / share · 4 payouts
      Dividend yield (TTM, derived)
      3.02%
      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) 151 filings 149 filers Visit website