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CBU

Community Bank System, Inc.

CBU

NYSE·Financial Services·Banks - Regional·Mkt cap $3.4B

$63.85

+0.57%

P/E

14.85

Mkt Cap

$3.4B

52-Wk Range

$53.46–$71.11

52-Week Range

$53.46 - $71.11

P/E

14.85

Fwd P/E

13.93

Beta

0.79

Div Yield

2.94%

Avg Vol

273.0K

Shares Out

52.5M

Mkt Cap

$3.4B

Price action

Price chart

Up 6.0% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Established 158-year operating history with deep community relationships and brand recognition across Northeast
  • Diversified revenue streams beyond net interest income through employee benefit services and insurance operations
  • Geographic footprint across high-value markets in Upstate New York, Pennsylvania, Vermont, and Massachusetts with 215+ facilities
  • Comprehensive financial services platform reducing customer acquisition costs and increasing wallet share

Bear Case

2 risks

  • Low volatility (beta 0.8).
  • Premium valuation to Commercial Banking peers

Growth

Mild headwinds expected

Expansion of employee benefit services and retirement plan administration in growing markets

Value

Premium valuation to Commercial Banking peers

Momentum

Stable

-0.1% over 3m

Quality

Excellent

Strong fundamentals

Dividend

Solid

2.94% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 20, 2026

Q3 26 RECAP

JUL 28, 2026

Reported EPS of $1.16 vs $1.18 consensus (-1.7% surprise). Revenue of $218.4M vs $221.8M expected (-1.5%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-1.7%

Revenue trend · last 8Q

+11%

+11%

+8%

+10%

-8%

+6%

+8%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$188.9M

$196.3M

$243.7M

$247.4M

$256.2M

$181.5M

$258.6M

$268.4M

Margins · last 8Q

Gross

81.4%

Operating

30.1%

Profit

22.9%

Wall Street consensus

1 analyst · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

100%

Hold

0%

Sell

0%

Median Price Target

Latest: Piper Sandler · Aug 3, 2026

vs Industry

How CBU stacks vs Banks - Regional

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.