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The company

Financial Institutions, Inc.

FISI · Nasdaq

FinancialsRegional banksIn trend

FISI stood above a rising 150-day average in 52 of the last 52 weekly readings, every one of them. It is 4.6% above that average now. Banks — Regional & Community: 62% of its 293 stocks in an uptrend (−18 points in four weeks); Financials: 46% (−11 points in four weeks).

Statistics

Rotation
In trend
Weeks in an uptrend
52 in a row
Industry in uptrend
62% -18 in 4 wk
Insider buys, 12 months
$89K
Insider sales, 12 months
$0
Officials’ trades on record
1
Institutions holding
148 (+8)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 52 of 52 weeks.

17 Apr – 16 Oct
46%70%93%Apr 26Jun 26Jul 26Sep 26Oct 26

Regional banks: Most of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$805KNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

1 disclosed lines: House 1, Senate 0, executive 0; 1 people.

WhoDidAmountTraded
Joseph D. Morelle House: U.S. House ClerkNY25soldjoint$1k–$15k20 Nov 2020filed 9 Dec 2020

Insiders

Buy orders, 12 months2
Sale orders, 12 months0
Buyers · sellers2 · 0
WhoDidSharesTraded
Mark ZupanDirectorbought608at $40.772 Sep 2026filed 3 Sep 2026
William Jack Plants IIChief Financial Officerbought660at $30.1212 Mar 2026filed 12 Mar 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders148+8 on the quarter
New · exited28 · 19
Reported value$583.8M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
PL Capital Advisors, LLCunchanged · filed 31 Jul 20261,816,102$70.8M00.0%
BlackRock, Inc.added · filed 7 Aug 20261,667,260$65.0M+189,188+12.8%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 20261,002,481$39.1M+44,814+4.7%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026841,166$32.8M+5,628+0.7%
ADAGE CAPITAL PARTNERS GP, L.L.C.reduced · filed 14 Aug 2026834,969$32.5M-113,472−12.0%
STATE STREET CORPadded · filed 7 Aug 2026592,493$23.3M+13,374+2.3%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026586,724$22.9M+18,028+3.2%
Ategra Capital Management, LLCunchanged · filed 14 Aug 2026564,100$22.0M00.0%
TWO SIGMA INVESTMENTS, LPadded · filed 14 Aug 2026457,098$17.8M+182,358+66.4%
JPMORGAN CHASE & COnew · filed 12 Aug 2026404,980$15.7M+404,980
31 Mar 2023 – 30 Jun 2026
76111145Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Blake G. Jones Company insiderChief Marketing Officer · last 25 Sep 20260 · 0
Mark Zupan Company insiderDirector · last 2 Sep 20262 · 0
Andrew W. Dorn Jr. Company insiderDirector · last 20 May 20269 · 0
Angela J. Panzarella Company insiderDirector · last 20 May 20260 · 0
Bruce W. Harting Company insiderDirector · last 20 May 20260 · 0
David Bovenzi Company insiderDirector · last 20 May 20260 · 0
Dawn H. Burlew Company insiderDirector · last 20 May 20260 · 0
Kim E. VanGelder Company insiderDirector · last 20 May 20261 · 0
Robert L. Schrader Company insiderDirector · last 20 May 20260 · 0
Robert M. Glaser Company insiderDirector · last 20 May 20267 · 0
Robert N. Latella Company insiderDirector · last 20 May 20263 · 0
Steven C. Finch Company insiderDirector · last 20 May 20260 · 0

Same industry

USIO UsioLeading+45%
BSVN Bank7Leading+21%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Cash conversionFY 2025 · to 31 Dec 202525.1%
Debt to equityFY 2025 · to 31 Dec 20250.48×
Share count trendFY 2025 · to 27 Feb 2026-3.4%
Cash and equivalentsFY 2025 · to 31 Dec 2025$108.8M
Free cash flowFY 2025 · to 31 Dec 2025$13.3M

Analyst forecasts

No analyst forecasts yet.