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FISI

🏦 Financial Services

Financial Institutions, Inc.

Conservative #310Aggressive #571Low RiskHigh 81
$32.25+0.72%
Day High$32.74
Day Low$32.12
Volume0.3M
Mkt Cap$649M
52W Low $2152W High $35
Market Cap
$679M
P/E Ratio
9.1
Sector avg: 49.4
Rev Growth
43.1%
Sector avg: 13.4%
Earnings Growth
279.8%
Profit Margin
19.9%
Sector avg: -2.8%
Debt/Equity
0.31

Why This Score

FISI scores 59.5 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Attractively valued at 9.1x earnings, below the market average.
  • Low volatility (5.1% annualized) — well-suited for risk-averse portfolios.
  • Positive but moderate momentum (28%) — steady appreciation without overheating.
  • High conviction (81/100) — fundamental and ML signals agree on this stock.
Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 5-point penalty for execution risk.
  • Signal divergence: Fundamental and ML signals disagree by a significant margin, reducing confidence.

Moderate penalties (-10.0 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score59.5
Fundamental Score75.1
ML Score27.0

Score by Horizon

3 Month
64.6
6 Month
72.2
Primary
1 Year
76.0

Quality Assessment

B
Earnings Grade
Solid fundamentals with minor quality concerns

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
57
Neutral
Analyst (6.4%)
58
Neutral
Tradability (post-hoc)
44
Grade Clow volume, low dollar volume
Base
60.5
SHAP
+2.7
Factors
+0.5
Conviction
+0.8
Divergence
-5.0
Final
59.5
Positive adjustment
Negative adjustment
Base blend
Final score

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)78.0
Technical (Momentum, Weinstein, Volatility)88.0
External (Sentiment, Analyst, Macro)79.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
+0.4% to +4.8%
Medium-term
+1.5% to +8.2%
Long-term
+2.6% to +11.7%

ML Model Core Features100 trained inputs → ML Score: 27

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score58.3/100
Target Upside+11.8%
Coverage6 analysts
Market Sentiment
Sentiment Score57.2/100
News Volume0 articles
Technical Stage
Weinstein Stage2 — Advancing
12M Momentum+0.3%
6M Momentum+0.3%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration+1.5%
Momentum ConsistencyStrong (0.95)
Relative Strength vs Sector+19.6%
Trend Strength (ADX Proxy)Strong (5.0)
Momentum Quality+0.280
Momentum BreadthBroad ✓
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
1%
Low risk
Sector RevGr Rank
P91
Revenue growth vs Financial Services peers
Sector PE Rank
P78
Valuation vs Financial Services peers
Sector FCF Rank
P11
Free cash flow vs Financial Services peers
Growth Deviation
+0.6σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 66 relative to sector peers66/100
Machine learning model ranks this stock at the 75th percentileP75
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +4.3pt (features align with model priorities)
Blend: 91% fund (66.0) + 9% ML (75.4) + SHAP(+4.3) = 71.2
Factor quality: +0.8pt (multi-factor composite)
Risk assessment: low. Annualized volatility 5.1%. Stability bonus of +11.9 pointsLow
Market cap adjustment: -15.0 points ($0.7B market cap)-15.0 pts
Conviction bonus: +1.3pt (conviction=81)
Risk Factors
Earnings quality grade B: adequate earnings quality with minor concerns. Score adjusted by -8 pointsGrade B
Quality concern: High accrual ratio (103.5%) — earnings quality concern; CRE concentration risk: regional bank with likely elevated commercial real estate exposure — forward-looking impairment risk not captured by trailing fundamentalsFlag

Sector Peer Comparison(Financial Services — Rank #97 of 356 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
FISI59.59.143.1%19.9%$679M
CME84.927.29.9%57.5%$109.0B
CINF82.310.711.4%18.9%$25.4B
ACT82.08.92.4%54.6%$6.0B
SEIC80.914.010.7%27.3%$9.6B
TROW79.310.13.1%28.5%$20.5B
FHB78.311.83.2%24.2%$3.3B
MCHB77.70.0123.7%23.2%$3.4B
TRMK75.611.934.8%19.3%$2.7B
BCAL74.39.926.2%27.1%$613M
NMIH73.97.78.4%55.1%$3.0B
FFIN73.218.811.7%30.7%$4.8B
TW73.130.018.9%39.6%$24.8B
VCTR73.118.38.8%32.3%$4.9B
VLY72.412.5-2.2%17.1%$7.5B
QQQX72.310.448.6%257.3%$1.4B
Sector Average45.849.413.4%-2.8%

Market Sentimentvia FMP

Analyst Consensus
Hold6 analysts
Buy: 2Hold: 4
Price Target
$36consensus
Low $36Median $36High $36
+11.6% to consensus target

Company Overviewvia FMP

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. 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 comprising 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. The company operates a network of 48 banking offices in Allegany, Cattaraugus, Cayuga, Chautauqua, Chemung, Erie, Genesee, Livingston, Monroe, Ontario, Orleans, Seneca, Schuyler, Steuben, Wayne, Wyoming, and Yates counties, New York. Financial Institutions, Inc. was founded in 1817 and is headquartered in Warsaw, New York.

CEO
Martin K. Birmingham
Employees
598
Beta
0.69
Industry
Banks - Regional
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
26.0
Oversold
Trend
Bullish
10-day vs 50-day MA
From 52W High
-9.1%
High: $35.47
From 52W Low
+53.8%
Low: $20.97
Moving Averages
10-Day
$33.50
Below
20-Day
$33.80
Below
50-Day
$32.70
Below
200-Day
$28.60
Above
60-Day Support
$30.28
60-Day Resistance
$35.47
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 — AdvancingScore: 75/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+12.8%
200 SMA Slope (60d)
+7.79%
Rising
Volume Ratio
1.12x
10d avg vs 50d avg
Days in Stage
88
Confidence: 90%

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$97M$96M$93M$91M
Gross Profit$61M$61M$57M$54M
Operating Income$24M$25M$21M$21M
Net Income$20M$20M$18M$17M
EPS (Diluted)$0.96$0.99$0.85$0.81
Gross Margin62.9%63.1%60.8%59.5%
Operating Margin24.9%26.2%23.1%22.7%
Net Margin20.7%21.3%18.8%18.5%

Why This Stock

Financial ServicesP/E ratio of 9.1Revenue growth 43.1%Profit margin 19.9%Valuation below sector median (P/E 9.1)

Tradability FilterGrade C — 44/100Score impact: +2.3pt

Volume
32
147K avg/day
Dollar Vol
47
$5M/day
Float
42
17M shares
Mkt Cap
33
$679M
Range
95
69% spread
Composite Liquidity Score44/100
FDCBA
low volumelow dollar volumelow float

Multi-Year Range Analysis

Sideways: 6/100
YearLowHighRangeStatus
2021$27.08$33.6521.6%Narrow
2022$22.91$34.4340.2%Wide
2023$13.84$25.8560.5%Wide
2024$16.29$29.3457.2%Wide
2025$20.97$33.0044.6%Wide
3-Year Range
81.8%
Narrow Years
1 / 5
Sideways Penalty
None
Free Float
86.7%
Outstanding Shares
20M
Bid-Ask Spread
69.0%
Institutional Tradable
Limited

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.