Community Financial System, Inc.

NYSE:CBU Stock Report

Market Cap: US$3.0b

Community Financial System Ownership

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


Recent Insider Transactions

NYSE:CBU Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
24 Jan 25SellUS$74,953Jeffrey LevyIndividual1,136US$65.98
05 Nov 24BuyUS$19,902Kerrie MacPhersonIndividual320US$62.20
13 Jun 24BuyUS$43,520Dimitar KaraivanovIndividual1,000US$43.52

Insider Trading Volume

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


Ownership Breakdown

What is the ownership structure of CBU?
Owner TypeNumber of SharesOwnership Percentage
State or Government25,3130.048%
Individual Insiders668,0111.27%
General Public13,076,02724.8%
Institutions38,942,97373.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 62.86% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.3%
BlackRock, Inc.
7,509,117US$421.1m-2.37%0.01%
12.2%
The Vanguard Group, Inc.
6,434,483US$360.8m0.24%0.01%
6.9%
State Street Global Advisors, Inc.
3,637,573US$204.0m10.7%0.01%
6.42%
Neuberger Berman Investment Advisers LLC
3,386,352US$189.9m6.98%0.16%
3.74%
Eaton Vance Management
1,971,687US$110.6m4.98%0.03%
3.37%
Dimensional Fund Advisors LP
1,774,709US$99.5m0.03%0.02%
2.28%
Geode Capital Management, LLC
1,202,188US$67.4m-0.55%no data
1.58%
Hermes Investment Management Limited
831,206US$46.6m12.9%0.29%
1.29%
Northern Trust Global Investments
677,841US$38.0m27.3%0.01%
1.25%
Charles Schwab Investment Management, Inc.
661,317US$37.1m1.28%0.01%
1.07%
Norges Bank Investment Management
563,857US$31.6m13.6%no data
1.07%
BNY Asset Management
561,824US$31.5m6.45%0.01%
1%
DePrince, Race & Zollo, Inc.
524,768US$29.4m0%0.61%
0.88%
Segall Bryant & Hamill, LLC
462,660US$25.9m-3.58%0.38%
0.72%
Public Employees' Retirement Association of Colorado
381,087US$21.4m0%0.09%
0.7%
UBS Asset Management AG
368,717US$20.7m138%no data
0.61%
Morgan Stanley, Investment Banking and Brokerage Investments
322,136US$18.1m-11.3%no data
0.59%
Goldman Sachs Asset Management, L.P.
311,701US$17.5m-28.1%no data
0.49%
Principal Global Investors, LLC
256,643US$14.4m2.96%0.01%
0.45%
JPMorgan Chase & Co, Brokerage and Securities Investments
239,160US$13.4m260%0.01%
0.45%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
236,456US$13.3m-37.3%no data
0.43%
Waldron Wealth Management, LLC, Asset Management Arm
228,070US$12.8m0%0.54%
0.38%
Managed Account Advisors LLC
199,196US$11.2m-0.21%no data
0.38%
Goldman Sachs Group, Investment Banking and Securities Investments
198,528US$11.1m5.86%0.01%
0.37%
Barrow, Hanley, Mewhinney & Strauss, LLC
194,526US$10.9m0%0.03%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/03/14 09:09
End of Day Share Price 2025/03/14 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

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 Github.

Analyst Sources

Community Financial System, Inc. is covered by 12 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Erik ZwickBoenning & Scattergood, Inc.
Manuel NavasD.A. Davidson & Co.
Jacob CivielloJanney Montgomery Scott LLC