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CBU

COMMUNITY FINANCIAL SYSTEM, INC.

At today's price, COMMUNITY FINANCIAL SYSTEM, INC. (CBU) is priced for 13.8% return on equity. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
13.8% return on equity
Priced In
extreme

Key Takeaways

• Community Financial System is more than a bank: alongside lending it runs employee-benefit administration, wealth management, and insurance brokerage, and that benefits business alone generated $137.4 million of revenue in 2024 per the 10-K, giving the company a fee engine most community banks lack. • The funding base is the quiet strength: low-cost non-time deposits made up roughly 85% of average funding in 2024, which is why net interest income rose for an eighth straight quarter in early 20

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Institutional ownership

253 institutional managers reported holding CBU in 13F filings for the quarter ended 2026-03-31. Together they hold about 75% of the company; the top 10 hold 57%. 30 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 2.0M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (8.2 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

CBU has cut its share count 2.5% over the past five years, spending $124.53M on repurchases. It pays a dividend, and has paid one every year in our records (16 and counting), raised 14 years straight; the current rate is $1.86 a share annually. Cash returned over the past three years: $265.82M in dividends and $82.26M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at CBU over the trailing three years: 2023: 4 buys totaling $243k; 2024: 3 buys totaling $107k. 20 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

CBU's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-10+4.9%-19.2%
2023-11-10-4.8%+19.3%
2024-03-01-4.5%+1.8%
2024-05-11+2.0%+10.3%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

CBU's latest 8-K filings: 2026-06-01 (items 8.01, 9.01); 2026-05-22 (items 5.07); 2026-05-13 (items 7.01); 2026-04-29 (items 2.02, 9.01); 2026-02-11 (items 5.02, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.