Peoples Financial Services Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:PFIS Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
27 Nov 24	SellUS$142,536	Craig Best	Individual	2,500	US$57.01
21 Nov 24	SellUS$234,414	Craig Best	Individual	4,341	US$54.00
13 Nov 24	SellUS$295,586	Craig Best	Individual	5,659	US$54.00
07 Aug 24	BuyUS$5,312	Richard Lochen	Individual	122	US$43.54
05 Aug 24	BuyUS$43,903	Richard Lochen	Individual	1,000	US$44.05
30 Jul 24	BuyUS$23,796	Ronald Kukuchka	Individual	482	US$49.38
30 Jul 24	BuyUS$107,706	William Conaboy	Individual	2,208	US$48.78

Insider Trading Volume

Insider Buying: PFIS insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of PFIS?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	356	0.00356%
Individual Insiders	797,046	7.97%
Institutions	2,939,910	29.4%
General Public	6,257,335	62.6%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 42%.

Top Shareholders

Top 25 shareholders own 31.33% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
6.71%	BlackRock, Inc.	670,710	US$35.0m	15.3%	no data
4.96%	The Vanguard Group, Inc.	495,597	US$25.9m	36.5%	no data
3.36%	Louis DeNaples	335,791	US$17.5m	0%	no data
2.24%	Peoples Financial Services Corp, Asset Mangement Arm	223,977	US$11.7m	-5.73%	5.23%
2.22%	Dimensional Fund Advisors LP	222,142	US$11.6m	15.7%	no data
2.12%	Geode Capital Management, LLC	211,451	US$11.0m	14.9%	no data
1.82%	State Street Global Advisors, Inc.	181,656	US$9.5m	6.59%	no data
1.14%	Bridgeway Capital Management, LLC	113,590	US$5.9m	41.8%	0.09%
0.81%	Northern Trust Global Investments	81,162	US$4.2m	29.3%	no data
0.55%	William Aubrey	55,322	US$2.9m	0%	no data
0.51%	Joseph DeNaples	51,308	US$2.7m	0%	no data
0.44%	Morgan Stanley, Investment Banking and Brokerage Investments	44,118	US$2.3m	133%	no data
0.43%	BNY Asset Management	43,189	US$2.3m	-8.46%	no data
0.43%	Joseph Wright	42,492	US$2.2m	0%	no data
0.4%	PNC Financial Services Group Inc., Banking Investments	40,362	US$2.1m	64.3%	no data
0.39%	Alliance Wealth Advisors, Llc	38,632	US$2.0m	413%	1.15%
0.38%	Thomas Tulaney	38,145	US$2.0m	0%	no data
0.36%	Joseph Coccia	36,439	US$1.9m	0%	no data
0.32%	Ronald Kukuchka	32,312	US$1.7m	3.06%	no data
0.3%	Renaissance Technologies LLC	30,427	US$1.6m	6.09%	no data
0.3%	James Nicholas	30,249	US$1.6m	0%	no data
0.3%	Cutler Capital Management, LLC	29,486	US$1.5m	0%	0.68%
0.29%	Eagle Wealth Strategies, LLC	28,655	US$1.5m	0.14%	1.07%
0.27%	William Bracey	27,216	US$1.4m	0%	no data
0.27%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	26,582	US$1.4m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/27 01:49
End of Day Share Price	2024/12/27 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Peoples Financial Services Corp. is covered by 3 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
David Bishop	Hovde Group, LLC
null null	Stephens, Inc.
Matthew Breese	Stephens, Inc.