NASDAQ: FISI - Financial Institutions, Inc.

Доходность за полгода: +39.8%
Сектор: Financials

График акции Financial Institutions, Inc.


О компании

Financial Institutions, Inc. operates as a holding company for the Five Star Bank, a chartered bank that provides banking and financial services to individuals, municipalities, and businesses in New York. The company offers checking and savings account programs, including money market accounts, certificates of deposit, sweep investments, and individual retirement and other qualified plan accounts, as well as NOW accounts.

подробнее
Its loan products include term loans and lines of credit; short and medium-term commercial loans for working capital, business expansion, and purchase of equipment; commercial business loans to the agricultural industry; commercial mortgage loans; one-to-four family residential mortgage loans, home improvement loans, closed-end home equity loans, and home equity lines of credit; and consumer loans, such as automobile, secured installment, and personal loans. The company also provides personal insurance products, including automobile, homeowners, boat, recreational vehicle, landlord, and umbrella coverage; commercial insurance comprising property, liability, automobile, inland marine, workers compensation, bonds, crop, and umbrella insurance products; and financial services, such as life and disability insurance, medicare supplements, long-term care, annuities, mutual funds, and retirement programs. In addition, it offers customized investment advisory, wealth management, investment consulting, and retirement plan services, as well as operates a real estate investment trust that holds residential mortgages and commercial real estate loans. Financial Institutions, Inc. was founded in 1817 and is headquartered in Warsaw, New York.

EBITDA 0.0607
EV/EBITDA 11.12
IPO date 1999-06-25
ISIN US3175854047
Industry Banks
P/BV -35.28
P/E 10.48
P/S 3.01
Sector Financials
Валюта usd
Валюта отчета usd
Выручка 0.1699
Див.доход ао 6.32
Дивиденд ао 0.6
Сайт https://www.fisi-investors.com
Цена ао 21.69
Число акций ао 0.01548 млрд
Изменение цены за день: -1.35% (27.38)
Изменение цены за неделю: -0.4056% (27.12)
Изменение цены за месяц: +0.3343% (26.92)
Изменение цены за 3 месяца: +7.27% (25.18)
Изменение цены за полгода: +39.8% (19.32)
Изменение цены за год: +26.81% (21.3)
Изменение цены за 3 года: -13.04% (31.06)
Изменение цены за 5 лет: -18.03% (32.95)
Изменение цены за 10 лет: 0% (27.01)
Изменение цены с начала года: -1.39% (27.39)

Недооценка

Название Значение Оценка
P/S 6.85 1
P/BV 0.7271 10
P/E 6.58 10
EV/EBITDA 8.72 8
Итого: 8

Эффективность

Название Значение Оценка
ROA, % 0.8136 1
ROE, % 11.05 4
Итого: 4.83

Дивиденды

Название Значение Оценка
Div yield, % 5.56 10
DSI 1 10
Итого: 9.21

Долг

Название Значение Оценка
Debt/EBITDA 4.96 1
Итого: 3

Импульс роста

Название Значение Оценка
Доходность Revenue, % -71.6 0
Доходность Ebitda, % 3.88 1
Доходность EPS, % 6.49 1
Итого: 0.6

Дивиденд, % Дивиденд По итогам периода Купить до Дата закрытия реестра Выплата до
1.38% 0.3 II кв. 2024 11.09.2024 13.09.2024 30.09.2024
1.66% 0.3 IV кв. 2023 12.03.2024 14.03.2024 29.03.2024
1.83% 0.3 III кв. 2023 11.12.2023 13.12.2023 28.12.2023

Институционалы Объем Доля, %
Blackrock Inc. 1379376 8.95
Dimensional Fund Advisors LP 1027186 6.67
Vanguard Group Inc 768466 4.99
Commonwealth Equity Services, LLC 573332 3.72
Renaissance Technologies, LLC 353400 2.29
LSV Asset Management 344957 2.24
Geode Capital Management, LLC 325359 2.11
Canandaigua National Bank & Trust Corporation 300672 1.95
State Street Corporation 277086 1.8
Acadian Asset Management. LLC 233718 1.52

ETF Доля, % Доходность за год, % Дивиденды, %
First Trust Dow Jones Select MicroCap Index Fund 0.78372 26.18 1.56612
Royce Quant Small‑Cap Quality Value ETF 0.49 21.83 1.62596
First Trust NASDAQ ABA Community Bank Index Fund 0.22427 41.11 2.96116
iShares Micro-Cap ETF 0.10196 11.9 1.54048
WisdomTree U.S. SmallCap Dividend Fund 0.09056 6.46 3.77805
WisdomTree U.S. SmallCap Fund 0.05726 8.31 1.80258
Goldman Sachs ActiveBeta US Small Cap Equity ETF 0.05306 31.36 1.41955
Avantis U.S. Small Cap Value ETF 0.05071 29.3 2.3212
Avantis U.S Small Cap Equity ETF 0.04953 27.77 1.68271
Dimensional US Small Cap Value ETF 0.03417 25.85 1.97866
Invesco FTSE RAFI US 1500 Small-Mid ETF 0.03307 11.83 1.75869
WisdomTree US High Dividend Fund 0.02818 14.12 4.06936
Dimensional U.S. Targeted Value ETF 0.02165 26.01 1.93487
Schwab U.S. Small-Cap ETF 0.01078 9.77 1.51433
Vanguard Russell 2000 ETF 0.01 10.65 1.48801
ProShares UltraPro Russell2000 0.00865 89.82 1.47873
Dimensional U.S. Core Equity 2 ETF 0.00391 30.76 1.47098
Dimensional US Marketwide Value ETF 0.00362 24.88 2.11042
ProShares Hedge Replication ETF 0.00239 5.92 1.47892
Avantis U.S. Equity ETF 0.00232 19.28 1.59151
iShares Russell 3000 ETF 0.00083 23.53 1.43482
Schwab U.S. Broad Market ETF 0.00065 23.81 1.43354
Dimensional US Core Equity Market ETF 0.00059 30.98 1.40618
Dimensional U.S. Equity ETF 0.00056 31.53 1.3557
Vanguard Russell 3000 ETF 0 31.87 1.43817



Руководитель Должность Оплата Год рождения
Mr. Martin K. Birmingham President, CEO & Director 1.06M 1966 (59 лет)
Mr. William Jack Plants II Executive VP, CFO & Treasurer 474.24k 1985 (40 лет)
Mr. Kevin B. Quinn Senior VP & Chief Commercial Banking Officer 437.89k 1965 (60 лет)
Ms. Kate Croft Director of Investor & External Relations N/A
Mr. Samuel J. Burruano Jr. Executive VP, Chief Legal Officer & Corporate Secretary 380.28k 1969 (56 лет)
Ms. Blake G. Jones Senior VP & Chief Marketing Officer N/A 1982 (43 года)
Ms. Laurie R. Collins Chief Human Resources Officer 350.3k 1984 (41 год)
Mr. Michael David Grover CPA Senior VP, Director of Financial Planning & Analysis and Tax N/A 1972 (53 года)
Mr. Craig J. Burton Senior VP, Commercial Real Estate Executive & Finger Lakes/Southern Tier NY Regional President 418.18k 1958 (67 лет)
Ms. Sandra L. Byers Senior VP, Controller & Principal Accounting Officer N/A 1968 (57 лет)

Адрес: United States, Warsaw. NY, 220 Liberty Street - открыть в Google картах, открыть Яндекс картах
Сайт: https://www.fisi-investors.com