Financial Institutions Inc
FISIAs of the close on Sep 25, 2026
Price
$40.23
Market cap
$793M
P/E (diluted TTM)
10.0
EPS (TTM)
$4.03
Four quarters to Jun 30, 2026
Dividend yield
—
Dividend records do not yet cover the latest payments
Figures shown here come from public SEC filings. Dates beside each section show the available history.
How Financial Institutions Inc Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated May 21, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| MARSHALL WACE, LLP | 2026-03-31 | 11,809 | $374K | SEC filing |
| JPL Wealth Management, LLC | 2026-03-31 | 6 | $191 | SEC filing |
| GHP Investment Advisors, Inc. | 2026-03-31 | 1 | $32 | SEC filing |
| QUADRANT CAPITAL GROUP LLC | 2026-03-31 | 222 | $7.04K | SEC filing |
| ROTHSCHILD INVESTMENT LLC | 2026-03-31 | 90 | $2.85K | SEC filing |
| TWO SIGMA INVESTMENTS, LP | 2026-03-31 | 274,740 | $8.71M | SEC filing |
| DEUTSCHE BANK AG\ | 2026-03-31 | 16,982 | $538K | SEC filing |
| ALPS ADVISORS INC | 2026-03-31 | 16,370 | $519K | SEC filing |
| AMERIPRISE FINANCIAL INC | 2026-03-31 | 19,427 | $616K | SEC filing |
| RAYMOND JAMES FINANCIAL INC | 2026-03-31 | 349,028 | $11.1M | SEC filing |
| Quantinno Capital Management LP | 2026-03-31 | 20,501 | $650K | SEC filing |
| WELLS FARGO & COMPANY/MN | 2026-03-31 | 7,395 | $234K | SEC filing |
| NEW YORK STATE COMMON RETIREMENT FUND | 2026-03-31 | 59,415 | $1.88M | SEC filing |
| FRANKLIN RESOURCES INC | 2026-03-31 | 30,108 | $955K | SEC filing |
| Man Group plc | 2026-03-31 | 29,941 | $949K | SEC filing |
| Balyasny Asset Management L.P. | 2026-03-31 | 9,124 | $289K | SEC filing |
| Graham Capital Management, L.P. | 2026-03-31 | 11,779 | $374K | SEC filing |
| SG Americas Securities, LLC | 2026-03-31 | 6,102 | Not shown | SEC filing |
| GAMMA Investing LLC | 2026-03-31 | 546 | $17.3K | SEC filing |
| KENNEDY CAPITAL MANAGEMENT LLC | 2026-03-31 | 46,348 | $1.47M | SEC filing |
- Each value is checked against Financial Institutions Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Financial Institutions Inc's share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Financial Institutions Inc's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2023-05-04 · Latella Robert N: Larger than all 30 other insider purchases of Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2024-12-13–2024-12-13: 15 event(s) across 15 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2023-05-11–2023-05-18: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2023-05-04–2023-05-11: 5 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
- 2023-05-03–2023-05-08: 9 event(s) across 7 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-03-12 | Plants William Jack II · Chief Financial Officer | Common Stock | P — Open market or private purchase | +660 | 30.12 | SEC filing |
| 2024-12-13 | HOLLIDAY SUSAN R · Director | Common Stock | P — Open market or private purchase | +2,000 | 25.00 | SEC filing |
| 2024-12-13 | Collins Laurie R · Chief Human Resources Officer | Common Stock | P — Open market or private purchase | +2,000 | 25.00 | SEC filing |
| 2024-12-13 | VanGelder Kim E · Director | Common Stock | P — Open market or private purchase | +600 | 25.00 | SEC filing |
| 2024-12-13 | Quinn Kevin B · Chief Comm Banking Officer | Common Stock | P — Open market or private purchase | +400 | 25.00 | SEC filing |
| 2024-12-13 | Latella Robert N · Director | Common Stock | P — Open market or private purchase | +4,000 | 25.00 | SEC filing |
| 2024-12-13 | Glaser Robert M · Director | Common Stock | P — Open market or private purchase | +4,000 | 25.00 | SEC filing |
| 2024-12-13 | BIRMINGHAM MARTIN KEARNEY · President & CEO | Common Stock | P — Open market or private purchase | +4,000 | 25.00 | SEC filing |
Showing 8 of 10 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-20 | PANZARELLA ANGELA J · Director | Common Stock | A — Grant, award, or other acquisition | +1,282 | SEC filing |
| 2026-05-20 | DORN ANDREW W JR · Director | Common Stock | A — Grant, award, or other acquisition | +1,282 | SEC filing |
| 2026-05-20 | Zupan Mark · Director | Common Stock | A — Grant, award, or other acquisition | +1,282 | SEC filing |
| 2026-05-20 | Finch Steven C. · Director | Common Stock | A — Grant, award, or other acquisition | +391 | SEC filing |
| 2026-05-20 | Bovenzi David · Director | Common Stock | A — Grant, award, or other acquisition | +391 | SEC filing |
| 2026-05-20 | Burlew Dawn H · Director | Common Stock | A — Grant, award, or other acquisition | +313 | SEC filing |
| 2026-05-20 | Latella Robert N · Director | Common Stock | A — Grant, award, or other acquisition | +1,282 | SEC filing |
| 2026-05-20 | Schrader Robert L. · Director | Common Stock | A — Grant, award, or other acquisition | +1,282 | SEC filing |
Showing 8 of 30 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2024-12-31 | Collins Laurie R · Chief Human Resources Officer | Common Stock | J — Other acquisition or disposition | +102 | SEC filing |
| 2023-12-31 | WHITING REID A · Chief Banking Officer | Common Stock | I — Discretionary transaction | +3 | SEC filing |
| 2023-12-31 | BIRMINGHAM MARTIN KEARNEY · President & CEO | Common Stock | I — Discretionary transaction | +475 | SEC filing |
| 2023-12-31 | Collins Laurie R · Senior Vice President | Common Stock | I — Discretionary transaction | +22 | SEC filing |
| 2023-12-31 | Plants William Jack II · Chief Financial Officer | Common Stock | I — Discretionary transaction | +44 | SEC filing |
| 2023-05-08 | Collins Laurie R · Senior Vice President | Common Stock | I — Discretionary transaction | +626 | SEC filing |
| 2023-05-04 | Bigham Justin K. · Executive Vice President | Common Stock | I — Discretionary transaction | +1,485 | SEC filing |
| 2023-05-03 | BIRMINGHAM MARTIN KEARNEY · President & CEO | Common Stock | I — Discretionary transaction | +1,914 | SEC filing |
Showing 8 of 9 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.