CoverageForm 410-K10-Q8-K13D13G13F

FISI · Financial Institutions Inc - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · FISI

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue----------
Cost of Revenue----------
Gross Profit----------
R&D----------
SG&A----------
Total Operating Expenses----------
D&A$1.80M---$1.91M---$2.03M-
Operating Income$24.83M-$25.24M$21.50M$20.62M-$14.55M$30.15M$2.43M-
Interest Expense-------$37.59M$38.33M-
Income Tax$3.85M-$4.76M$3.96M$3.75M-$1.08M$4.52M$356.0K-
Net Income$20.98M-$20.48M$17.53M$16.88M-$13.47M$25.63M$2.07M-
EPS - Basic$1.05-$1.00$0.85$0.82-$0.85$1.64$0.11-
EPS - Diluted$1.04-$0.99$0.85$0.81-$0.84$1.62$0.11-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$85.45M$108.75M$185.94M$93.03M$167.35M$87.32M---$124.44M
Accounts Receivable----------
Inventory----------
Accounts Payable----------
Current Assets----------
Total Assets$6.29B$6.27B$6.29B$6.14B$6.34B$6.12B$6.16B$6.13B$6.30B$6.16B
Current Liabilities----------
Long-term Debt$78.62M$193.65M$115.00M$114.96M$124.92M$124.84M$124.77M$124.69M$124.61M$124.53M
Total Liabilities$5.66B$5.65B$5.67B$5.54B$5.75B$5.55B$5.66B$5.66B$5.85B$5.71B
Stockholders' Equity$631.67M$628.85M$621.72M$601.67M$589.93M$568.98M$500.34M$467.67M$445.73M$454.80M
Retained Earnings$451.48M$437.14M$423.76M$409.89M$398.96M$388.67M$477.86M$469.40M$448.77M$451.69M

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$23.69M---$10.01M---$12.29M-
Investing Cash Flow($55.79M)---($147.29M)---($26.16M)-
Financing Cash Flow$8.80M---$217.31M---$126.47M-
CapEx$650.0K---$816.0K---$1.17M-
Free Cash Flow$23.04M---$9.19M---$11.12M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin----------
Operating margin----------
EBITDA margin----------
Net margin----------
Free cash flow margin----------
FCF / Net income1.10---0.54---5.37-
R&D / Revenue----------
SG&A / Revenue----------
Effective tax rate15.5%-18.9%18.4%18.2%-7.4%15.0%14.7%-
Return on assets0.3%-0.3%0.3%0.3%-0.2%0.4%0.0%-
Return on equity3.3%-3.3%2.9%2.9%-2.7%5.5%0.5%-
Return on invested capital3.0%-2.8%2.4%2.4%-2.2%4.3%0.4%-
Liquidity
Current ratio----------
Quick ratio----------
Cash ratio----------
Leverage
Debt / Equity0.120.310.180.190.210.220.250.270.280.27
Debt / Assets0.010.030.020.020.020.020.020.020.020.02
Debt / EBITDA2.95---5.54---27.98-
Interest coverage-------0.8x0.1x-
Equity multiplier9.979.9810.1110.2110.7510.7512.3013.1114.1313.55
Liabilities / Assets0.900.900.900.900.910.910.920.920.930.93
Efficiency
Asset turnover----------
Inventory turnover----------
Days sales outstanding----------
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E30.5x-27.5x30.2x30.8x-30.3x11.9x171.1x-
P / B1.0x-0.9x0.9x0.9x-0.8x0.6x0.7x-
P / S----------
EV / EBITDA23.5x---20.6x---93.7x-
Growth
Revenue growth (YoY)----------
Revenue CAGR (3y)----------
Revenue CAGR (5y)----------
Gross profit growth (YoY)----------
Operating income growth (YoY)20.4%-73.5%-28.7%750.1%--11.6%79.5%-83.7%-
Net income growth (YoY)24.3%-52.1%-31.6%715.4%--4.0%78.3%-82.9%-
EPS growth (YoY)28.4%-17.9%-47.5%636.4%--4.5%78.0%-85.5%-
EPS CAGR (3y)11.0%-4.0%-5.0%-4.5%--7.2%9.0%-55.8%-
EPS CAGR (5y)-3.9%-6.0%4.9%74.5%-1.5%18.6%-30.9%-
FCF growth (YoY)150.7%----17.3%---94.5%-
FCF CAGR (5y)2.9%---24.1%----5.5%-
Book value growth (YoY)7.1%10.5%24.3%28.7%32.3%25.1%22.4%9.8%5.4%12.1%

Peer comparison

Same SIC group: National Commercial Banks

CompanyRevenue (last FY)Net marginROE
HBAN---
UMBF--9.1%
ZION$662.00M135.8%12.5%
JPM$182.45B31.3%15.7%
SFNC$5.63M-7060.1%-11.6%

Comparing FINANCIAL INSTITUTIONS INC against the 5 most active filers in the same SIC group.

Dividends

$1.25/share trailing 12 months · +3.3% YoY

Ex-datePer share
Mar 13, 2026$0.3200
Dec 15, 2025$0.3100
Sep 15, 2025$0.3100
Jun 13, 2025$0.3100
Mar 14, 2025$0.3100
Dec 13, 2024$0.3000
Sep 13, 2024$0.3000
Jun 14, 2024$0.3000
Mar 14, 2024$0.3000
Dec 13, 2023$0.3000
Sep 13, 2023$0.3000
Jun 14, 2023$0.3000
Mar 15, 2023$0.3000
Dec 15, 2022$0.2900
Sep 15, 2022$0.2900
Jun 16, 2022$0.2900
Mar 17, 2022$0.2900
Dec 16, 2021$0.2700
Sep 16, 2021$0.2700
Jun 17, 2021$0.2700
Mar 18, 2021$0.2700
Dec 18, 2020$0.2600
Sep 10, 2020$0.2600
Jun 11, 2020$0.2600