Financial Institutions (FISI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Financial Institutions (FISI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Financial Institutions (FISI) have what it takes?
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 20 | $513.45 | $782.2 | $268.75 | 52.34% |
Joseph Castro Nuveen LLC | 56,857 | $1.55M | $2.22M | $671,519.94 | 43.24% |
Bobby Adusumilli SJS Investment Consulting Inc. | 9 | $285.39 | $352.34 | $66.95 | 23.46% |
Kevin Kroskey True Wealth Design LLC | 40 | $1,088 | $1,566.8 | $478.8 | 44.01% |
Alexandra Stickelman Root Financial Partners, LLC | 43 | $1,241.53 | $1,728.38 | $486.85 | 39.21% |
| Banks Industry | Financials Sector | Martin K. Birmingham CEO | NASDAQ (NGS) Exchange | 317585404 CUSIP |
| US Country | 631 Employees | 12 Jun 2026 Last Dividend | - Last Split | 25 Jun 1999 IPO Date |
Financial Institutions, Inc. is a longstanding entity, rooted in its establishment in 1817 and based in Warsaw, New York. Operating under a holding company model, its primary operation is through Five Star Bank, a chartered financial institution that delivers a broad spectrum of banking and financial services. Catering to a diverse clientele that includes individuals, municipalities, and various business entities, the company ensures a widespread presence in New York. Financial Institutions, Inc. is committed to fulfilling the financial needs of its customers through comprehensive banking solutions, personalized service, and a deep understanding of local market dynamics.
Offers a robust array of account options including checking and savings programs, money market accounts, certificates of deposit, and NOW accounts. Additionally, it provides financial planning tools through individual retirement and other qualified plan accounts.
Features a comprehensive suite of loan products ranging from term loans and lines of credit for businesses to personal loans for consumers. This includes commercial loans for working capital and business expansion, agricultural industry loans, commercial and residential mortgage loans, home improvement and equity loans, and various consumer loans like automobile and secured installment loans.
Delivers a wide selection of personal insurance options, such as coverage for automobiles, homes, recreational vehicles, and umbrella insurance. It also provides comprehensive commercial insurance solutions including property and liability insurance, workers compensation, and specialized coverages like crop insurance.
Offers an array of financial planning and wealth management services tailored to meet individual client needs. This encompasses life and disability insurance, various retirement programs, medicare supplements, long-term care, annuities, mutual funds, and customized investment advisory services.
Provides expertise in investment consulting, wealth management, and retirement plan services, designed to optimize financial growth and security for its clients. It also operates a real estate investment trust focusing on residential mortgages and commercial real estate loans.