CBU
COMMUNITY FINANCIAL SYSTEM, INC.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Jun 8 1 insider sell $128.0K at $63.98
- S Jun 25 1 insider sell $816.8K at $67.00
- B Aug 24 to Aug 27 2 days of insider buys: $50.3K by 2 insiders, avg $63.40
- B Sep 9 1 insider buy $25.0K at $62.47
Signal stack
Where each data set points today.
- InsidersBEARISH
3 insiders bought $75.3K at an average $63.09. 2 insiders sold $944.7K.
- InstitutionsMIXED
Q2 2026: 15 added (1 new), 11 trimmed or exited. Largest new: Massachusetts Financial Services /Ma/ $30.2M.
- AnalystsBULLISH
4 of 10 rate it Buy or better. Every target is above the price.
- EstimatesFALLING
Current-quarter EPS estimate $1.238 → $1.193 over 90 days. 2 up, 0 down in 30 days.
- TrendRANGE
1% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | NEW | $30.2M |
| UBS Group AG | ADD | $17.4M |
| BANK OF AMERICA CORP /DE/ | TRIM | $16.6M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | DOUBLED | $15.9M |
| GOLDMAN SACHS GROUP INC | TRIM | $13.7M |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | $7.1M |
| AMERICAN CENTURY COMPANIES INC | ADD | $6.5M |
| WELLS FARGO & COMPANY/MN | ADD | $5.1M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
10 analystsPrice is below the lowest target. Median implies +10%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 12, 2026 | DA Davidson MAINTAIN | Neutral |
| Oct 6, 2026 | Piper Sandler MAINTAIN | Neutral |
| Aug 3, 2026 | Piper Sandler MAINTAIN | Neutral |
| Jul 30, 2026 | Keefe, Bruyette & Woods MAINTAIN | Market Perform |
| Apr 30, 2026 | Piper Sandler MAINTAIN | Neutral |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 17, 2026 | Vaccaro John A Director | AWARD | $21.7K |
| Sep 17, 2026 | Sullivan Michele Director | AWARD | $24.9K |
| Sep 9, 2026 | Singh Savneet Director | BUY | $25.0K |
| Aug 27, 2026 | Vaccaro John A Director | BUY | $20.0K |
| Aug 24, 2026 | Hall Brenda M Director | BUY | $30.3K |
| Jun 25, 2026 | Bolus Mark J. Director | SELL | $816.8K |
| Jun 18, 2026 | Vaccaro John A Director | AWARD | $19.6K |
| Jun 18, 2026 | Sullivan Michele Director | AWARD | $24.9K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $1.19 | $1.18–$1.22 | +0.7% | $227.2M |
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
5 filings · 0 bullish · 0 bearish · 5 neutral- NEUTRAL 144Oct 22, 2026
Sally A. Steele, a board member of Community Financial System, Inc. (CBU), filed a Form 144 on…
This is a routine director sale with no material implications. Monitor for any subsequent Form 4 filings to confirm execution, but no further action warranted.
- NEUTRAL 8-KJun 1, 2026
Community Financial System completed its all-cash acquisition of ClearPoint Federal Bank & Trust…
The acquisition is small and unlikely to materially move CBU's stock near-term. Monitor the next 10-Q for fee income contribution and integration costs from ClearPoint Trust.
- NEUTRAL 8-KMay 13, 2026
Community Financial System, Inc. filed an 8-K on May 13, 2026, solely to disclose that it posted…
This is a routine investor relations update with no material new information. Monitor the company's investor relations page for the presentation content, but no immediate trading action is warranted.
- NEUTRAL 8-KApr 29, 2026
CBU reported Q1 2026 GAAP diluted EPS of $1.08, slightly below the $1.09 consensus, and revenue of…
While the headline EPS and revenue missed consensus very slightly, underlying trends (NIM expansion, loan growth, fee income diversification) remain positive. Watch for the ClearPoint Federal Bank &…
All CBU filing & press-release reports (5)
- 144 reportOct 22, 2026
- 8-K reportJun 1, 2026
- 8-K reportMay 13, 2026
- 8-K reportApr 29, 2026
- DEFA14A reportMar 27, 2026