FISI

FINANCIAL INSTITUTIONS INC

OTC · National Commercial Banks · Inc. NY · CIK 0000862831
$37.90 -0.21% $746.1M
High Impact Filing (8/10)9 New Institutional Positions7 Institutional Exits
Vol
Market Cap$746.1M
Cap SizeSmall Cap
Inst. Holders50 funds
Inst. Value$284.6M
Inst. Activity9 buys / 7 sells
Insider Activity1B / 0S
Insider Net $$19.9K
SEC Reports2
Press Releases2
Exchange OTC·Sector National Commercial Banks·Inc. NY·CIK 0000862831·Prev Close $37.98

Recent Activity

Jun 11, 2026 SEC
Four institutional buyers added $16.9M in FISI during Q4 2025, led by Wellington Management Group ($12.7M increase to $3
INST-CLUSTER — Impact 4/10
May 20, 2026 Press
Financial Institutions, Inc. declared a quarterly cash dividend of $0.32 per share, maintaining its regular payout. This
Impact 2/10
May 20, 2026 dividend
Financial Institutions, Inc. Announces Quarterly Cash Dividend
Financial Institutions, Inc. (NASDAQ: FISI) announced that its Board of Directors approved a quarter
May 20, 2026 Insider
Finch Steven C. was granted 1,282 shares
Director
May 20, 2026 Insider
HARTING BRUCE W was granted 1,282 shares
Director
May 20, 2026 Insider
VanGelder Kim E was granted 1,282 shares
Director
Apr 23, 2026 SEC
Financial Institutions, Inc. (FISI) reported Q1 2026 earnings with EPS of $1.04, beating the $0.92 consensus by 13%, dri
PRESS-RELEASE — Impact 8/10
Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
202,931 shares ($6.4M)

Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$38.50 (Feb 2026)
Current $37.90 Low $38.00 Median $38.50 High $39.00 2 analysts
$38.00 $39.00

Analyst Ratings

Historical distribution75% buy · 8 analysts · last covering-analyst action Feb 2026
2Strong Buy
4Buy
2Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Feb 2, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform
Feb 2, 2026 Piper Sandler REITERATE Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.93 ▼ -0.5% $0.89 — $0.97 9% YoY 2
Next Q $1.01 $1.01 — $1.02 3% YoY 2
Current FY $4.01 ▲ +2.6% $3.95 — $4.08 11% YoY 2
Next FY $4.19 ▲ +1.0% $4.18 — $4.20 4% YoY 2

Latest Reports

NEUTRAL INST-CLUSTER 4/10
Four institutional buyers added $16.9M in FISI during Q4 2025, led by Wellington Management Group ($12.7M increase to $3
Jun 11, 2026
NEUTRAL Press 2/10
Financial Institutions, Inc. declared a quarterly cash dividend of $0.32 per share, maintaining its regular payout. This
May 20, 2026
BULLISH PRESS-RELEASE 8/10
Financial Institutions, Inc. (FISI) reported Q1 2026 earnings with EPS of $1.04, beating the $0.92 consensus by 13%, dri
Apr 23, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$46.9M—
DIMENSIONAL FUND ADVISORS LP$30.4M—
ADAGE CAPITAL PARTNERS GP,$30.1MADD
WELLINGTON MANAGEMENT GROUP LLP$28.6MADD
VANGUARD CAPITAL MANAGEMENT LLC$26.5M—

Recent Insider Trades

DateInsiderTypeValue
May 20, 2026Finch StevenA$0.00
May 20, 2026HARTING BRUCEA$0.00
May 20, 2026VanGelder KimA$0.00
May 20, 2026Schrader RobertA$0.00
May 20, 2026Glaser RobertA$0.00
50 institutional holders with $284.6M total value (8,975,682 shares) as of 2026-Q1. Top holders: BlackRock,, DIMENSIONAL, ADAGE. Net buying activity: 9 institutions added/increased vs 7 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.1,478,072$46.9M16.5%—
2DIMENSIONAL FUND ADVISORS LP957,667$30.4M10.7%—
3ADAGE CAPITAL PARTNERS GP, L.L.C.948,441$30.1M10.6%ADD +89.4%
4WELLINGTON MANAGEMENT GROUP LLP900,493$28.6M10.0%ADD +42.4%
5VANGUARD CAPITAL MANAGEMENT LLC835,538$26.5M9.3%—
6STATE STREET CORP579,119$18.5M6.5%ADD +68.3%
7RAYMOND JAMES FINANCIAL INC349,028$11.1M3.9%—
8TWO SIGMA INVESTMENTS, LP274,740$8.7M3.1%ADD +99.9%
9MORGAN STANLEY260,727$8.3M2.9%ADD +27.4%
10ALLIANCEBERNSTEIN L.P.253,226$7.9M2.8%—
11GOLDMAN SACHS GROUP INC245,175$7.8M2.7%—
12VANGUARD PORTFOLIO MANAGEMENT LLC212,927$6.8M2.4%—
13RENAISSANCE TECHNOLOGIES LLC202,931$6.4M2.3%TRIM -25.2%
14HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC202,302$6.4M2.3%TRIM -44.0%
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC160,181$5.1M1.8%ADD +27.9%
16VANGUARD FIDUCIARY TRUST CO126,348$4.0M1.4%—
17BANK OF AMERICA CORP /DE/119,691$3.8M1.3%DOUBLED +101.3%
18FMR LLC72,558$2.3M0.8%ADD +30.3%
19COMMONWEALTH EQUITY SERVICES, LLC58,903$1.9M0.7%NEAR_EXIT -83.4%
20Nuveen, LLC56,857$1.8M0.6%ADD +53.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
RENAISSANCE TECHNOLOGIES LLCTRIM271,300202,931-25.2%$6.4M2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCTRIM361,452202,302-44.0%$6.4M2026-Q1
BANK OF AMERICA CORP /DE/DOUBLED59,457119,691+101.3%$3.8M2026-Q1
COMMONWEALTH EQUITY SERVICES, LLCNEAR_EXIT355,47658,903-83.4%$1.9M2026-Q1
Nuveen, LLCADD37,02656,857+53.6%$1.8M2026-Q1
Verition Fund Management LLCTRIM97,27752,419-46.1%$1.7M2026-Q1
SEI INVESTMENTS CODOUBLED16,87951,480+205.0%$1.6M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.DOUBLED9,43640,052+324.5%$1.3M2026-Q1
Trexquant Investment LPTRIM92,24633,666-63.5%$1.1M2026-Q1
FRANKLIN RESOURCES INCADD16,83730,108+78.8%$954.7K2026-Q1
PRUDENTIAL FINANCIAL INCADD10,80920,439+89.1%$648.1K2026-Q1
AMERIPRISE FINANCIAL INCTRIM41,52719,427-53.2%$616.3K2026-Q1
MARSHALL WACE, LLPTRIM15,92411,809-25.8%$374.5K2026-Q1
Rockefeller Capital Management L.P.DOUBLED2471,233+399.2%$39.1K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.DOUBLED83321+286.7%$10.2K2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ADD11,76515,342+30.4%$487.002026-Q1
WELLINGTON MANAGEMENT GROUP LLPADD736,8251,049,295+42.4%$32.7M2025-Q4
MORGAN STANLEYADD264,929337,488+27.4%$10.5M2025-Q4
Verition Fund Management LLCTRIM364,20297,277-73.3%$3.0M2025-Q4
Trexquant Investment LPADD69,85592,246+32.1%$2.9M2025-Q4
FMR LLCADD46,63360,768+30.3%$1.9M2025-Q4
BANK OF AMERICA CORP /DE/TRIM81,60759,457-27.1%$1.9M2025-Q4
FEDERATED HERMES, INC.TRIM69,12525,114-63.7%$782.8K2025-Q4
WELLS FARGO & COMPANY/MNADD15,93722,981+44.2%$716.3K2025-Q4
FRANKLIN RESOURCES INCTRIM23,78516,837-29.2%$524.8K2025-Q4
19 unique insiders with 26 transactions. Net insider value: $19.9K ($19.9K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 20, 2026Finch Steven C.DirectorAWARD1,282——
May 20, 2026HARTING BRUCE WDirectorAWARD1,282——
May 20, 2026VanGelder Kim EDirectorAWARD1,282——
May 20, 2026Schrader Robert L.DirectorAWARD1,282——
May 20, 2026Glaser Robert MDirectorAWARD1,282——
May 20, 2026PANZARELLA ANGELA JDirectorAWARD1,282——
May 20, 2026Bovenzi DavidDirectorAWARD1,282——
May 20, 2026DORN ANDREW W JRDirectorAWARD1,282——
May 20, 2026Zupan MarkDirectorAWARD1,282——
May 20, 2026Latella Robert NDirectorAWARD1,282——
May 20, 2026Burlew Dawn HDirectorAWARD1,282——
May 20, 2026HOLLIDAY SUSAN RDirectorAWARD1,282——
Mar 20, 2026Collins Laurie RChief Human Resources OfficerTAX W/H812$30.59$24.8K
Mar 20, 2026Burruano Samuel J JrChief Legal OfficerTAX W/H870$30.59$26.6K
Mar 20, 2026BIRMINGHAM MARTIN KEARNEYPresident & CEOEXERCISE10,672——
Mar 20, 2026Burruano Samuel J JrChief Legal OfficerEXERCISE2,416——
Mar 20, 2026BIRMINGHAM MARTIN KEARNEYPresident & CEOTAX W/H3,847$30.59$117.7K
Mar 20, 2026Plants William Jack IIChief Financial OfficerEXERCISE2,898——
Mar 20, 2026PACOS GARY A.Chief Risk OfficerTAX W/H829$30.59$25.4K
Mar 20, 2026Quinn Kevin BChief Comm Banking OfficerEXERCISE2,684——
Mar 20, 2026Collins Laurie RChief Human Resources OfficerEXERCISE2,254——
Mar 20, 2026Plants William Jack IIChief Financial OfficerTAX W/H1,044$30.59$31.9K
Mar 20, 2026PACOS GARY A.Chief Risk OfficerEXERCISE2,302——
Mar 20, 2026BYERS SANDRA LEXERCISE690——
Mar 20, 2026Quinn Kevin BChief Comm Banking OfficerTAX W/H967$30.59$29.6K
Mar 12, 2026Plants William Jack IIChief Financial OfficerBUY660$30.12$19.9K
2 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 6.0/10.
NEUTRAL INST-CLUSTER 4/10
Four institutional buyers added $16.9M in FISI during Q4 2025, led by Wellington Management Group ($
Jun 11, 2026
BULLISH PRESS-RELEASE 8/10
Financial Institutions, Inc. (FISI) reported Q1 2026 earnings with EPS of $1.04, beating the $0.92 c
Apr 23, 2026
NEUTRAL 2/10
Financial Institutions, Inc. declared a quarterly cash dividend of $0.32 per share, maintaining its
May 20, 2026
NEUTRAL 3/10
Financial Institutions, Inc. announced it will release Q1 2026 earnings on April 23, 2026, followed
Mar 30, 2026
Historical analyst distribution (last covering-analyst action Feb 2026): 75% buy across 8 analysts — 2 strong buy, 4 buy, 2 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$38.50 mean target (Feb 2026)
$38.00 Low $39.00 High
MetricValue
Current Price$37.90
Target Low$38.00
Target Mean$38.50
Target Median$38.50
Target High$39.00
# Analysts2
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.93 $0.89 $0.97 9.4% -0.5% 1↑ 1↓ $0.1B 6.4% 2
Next Q
2026-09-30
 $1.01 $1.01 $1.02 2.5% +0.5% 1↑ 0↓ $0.1B 2.7% 2
Current FY
2026-12-31
 $4.01 $3.95 $4.08 11.1% +2.6% 2↑ 0↓ $0.3B 5.6% 2
Next FY
2027-12-31
 $4.19 $4.18 $4.20 4.4% +1.0% 2↑ 0↓ $0.3B 4.4% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.930
7d ago$0.970-0.040
30d ago$0.935-0.005
60d ago$0.935-0.005
90d ago$0.935-0.005
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Feb 2, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Feb 2, 2026 Piper Sandler REITERATE Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262420075%
May 1, 20262420075%
Apr 1, 20262420075%
Mar 1, 20262420075%
Feb 1, 20262420075%
Jan 1, 20262420075%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 20, 2026
dividend
Financial Institutions, Inc. Announces Quarterly Cash Dividend
Financial Institutions, Inc. (NASDAQ: FISI) announced that its Board of Directors approved a quarterly cash dividend of $0.32 per outstanding common s
Apr 23, 2026
earnings
Financial Institutions, Inc. Reports Net Income Available to Common Shareholders of $20.6 million, or $1.04 per Diluted Share, for the First Quarter of 2026
Financial Institutions, Inc. reported first quarter 2026 net income available to common shareholders of $20.6 million, or $1.04 per diluted share.
Apr 23, 2026
earnings_calendar
FISI Q1 2026 Earnings Scheduled — 2026-04-23
Apr 2, 2026
earnings
Financial Institutions, Inc. Updates First Quarter 2026 Earnings Conference Call Details
<p align="justify">WARSAW, N.Y., April 02, 2026 (GLOBE NEWSWIRE) -- Financial Institutions, Inc. (NASDAQ: FISI) (the “Company”), the parent company
Mar 30, 2026
earnings
Financial Institutions, Inc. Schedules First Quarter 2026 Earnings Release and Conference Call
<p align="justify">WARSAW, N.Y., March 30, 2026 (GLOBE NEWSWIRE) -- Financial Institutions, Inc. (NASDAQ: FISI) (the “Company”), the parent company