Stock FISI FINANCIAL INSTITUTIONS, INC.
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Company Financial Institutions, Inc.

Equities

FISI

US3175854047

Banks

Real-time Estimate Cboe BZX
Other stock markets
 03:10:08 2024-04-29 pm EDT 		5-day change 1st Jan Change
17.48 USD -0.68% Intraday chart for Financial Institutions, Inc. +1.38% -17.42%
Apr. 26 Transcript : Financial Institutions, Inc., Q1 2024 Earnings Call, Apr 26, 2024
Apr. 25 Earnings Flash (FISI) FINANCIAL INSTITUTIONS Posts Q1 EPS $0.11 MT

Business Summary

Financial Institutions, Inc. is a financial holding company. The Company provides a full range of banking and related financial services to consumer, commercial and municipal customers through its bank and non-bank subsidiaries. It offers a range of deposit, lending and other financial services to individuals, municipalities and businesses in the Western and Central New York branch network and its Mid-Atlantic commercial loan production office serving the Baltimore and Washington, D.C. region, through its banking subsidiary, Five Star Bank. Its indirect lending network includes relationships with franchised automobile dealers in Western and Central New York, the Capital District of New York, and Northern and Central Pennsylvania. It offers customized investment advice, wealth management, investment consulting and retirement plan services through its subsidiary, Courier Capital, LLC.

Number of employees: 624

Sales per Business

USD in Million2022Weight2023Weight Delta
Banking
94.3 %
202 94.6 % 202 94.3 % -0.14%
All Other
5.7 %
12 5.4 % 12 5.7 % +5.20%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
100.0 %
214 100.0 % 214 100.0 % +0.15%

Managers

Managers TitleAgeSince
Martin Birmingham CEO
 Chief Executive Officer 57 04-12-31
W. Plants DFI
 Director of Finance/CFO 40 19-11-30
Reid Whiting PRN
 Corporate Officer/Principal - 22-08-31
Laurie Collins HRO
 Human Resources Officer 40 21-07-31
Blake Jones SAM
 Sales & Marketing - 23-09-17
Craig Burton PRN
 Corporate Officer/Principal - -
Samuel Burruano LAW
 General Counsel - 19-11-30
Kevin Quinn PRN
 Corporate Officer/Principal - 21-01-31
Gary Pacos PRN
 Corporate Officer/Principal 57 23-01-31
Jeffrey Kenefick PRN
 Corporate Officer/Principal 57 05-12-31

Members of the board

Members of the board TitleAgeSince
Andrew W. Dorn BRD
 Director/Board Member 73 14-05-06
Mark Zupan BRD
 Director/Board Member 64 21-06-15
Robert N. Latella BRD
 Director/Board Member 81 04-12-31
Martin Birmingham CEO
 Chief Executive Officer 57 04-12-31
Susan Riedman Holliday CHM
 Chairman 68 01-12-31
Samuel M. Gullo BRD
 Director/Board Member 75 99-12-31
Kim VanGelder BRD
 Director/Board Member 59 16-03-16
Robert Glaser BRD
 Director/Board Member 77 14-05-06
Donald Boswell BRD
 Director/Board Member 72 17-06-20
Dawn Burlew BRD
 Director/Board Member 59 17-11-14

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 0 1,435 0 0 92.43 %
Stock B 1 16,099,949 15,041,239 ( 93.42 %) 653,000 ( 4.056 %)
Stock C 0 171,486 0 0

Shareholders

NameEquities%Valuation
BlackRock Advisors LLC
8.633 %
1,330,288 8.633 % 25 M $
Dimensional Fund Advisors LP
6.666 %
1,027,186 6.666 % 19 M $
Vanguard Fiduciary Trust Co.
4.987 %
768,466 4.987 % 14 M $
Commonwealth Equity Services LLC
3.721 %
573,332 3.721 % 11 M $
Renaissance Technologies LLC
2.294 %
353,400 2.294 % 7 M $
LSV Asset Management
2.239 %
344,957 2.239 % 6 M $
Courier Capital LLC
2.198 %
338,686 2.198 % 6 M $
Geode Capital Management LLC
2.112 %
325,359 2.112 % 6 M $
The Canandaigua National Bank & Trust Co.
1.951 %
300,672 1.951 % 6 M $
STATE STREET CORPORATION
1.798 %
277,086 1.798 % 5 M $
NameEquities%Valuation
The Canandaigua National Bank & Trust Co.
19.37 %
33,215 19.37 % 4 M $

Company contact information

Financial Institutions, Inc.

220 Liberty Street

14569-1465, Warsaw

+

http://www.fiiwarsaw.com
address Financial Institutions, Inc.(FISI)

Sector

Financials
Banking & Investment Services
Banking Services
Banks
Other Banks

Sales per Business

Ratings for Financial Institutions, Inc.

Trading Rating
Investor Rating
ESG Refinitiv
B
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
4
Last Close Price
17.6 USD
Average target price
22.25 USD
Spread / Average Target
+26.42%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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