Financial Institutions (FISI)

• Market cap: $526M
• 1 day: -1.24%
• 5 days: -1.68%
• 1 month: -1.39%
• 3 months: 6.51%
• 6 months: 18.69%
• Year to date: 0.67%
• 1 year: 19.96%
• 5 years: -14.56%
• 10 years: 14.66%
• Sector: Financials
• Industry: National Commercial Banks

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

213% more call options, than puts

Call options by funds: $25K | Put options by funds: $8K

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

51% more capital invested

Capital invested by funds: $193M [Q2] → $290M (+$97.7M) [Q3]

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

14% more funds holding

Funds holding: 106 [Q2] → 121 (+15) [Q3]

13.46% more ownership

Funds ownership: 64.48% [Q2] → 77.94% (+13.46%) [Q3]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $28 4% upside
• Avg. target: $31 13% upside
• High target: $33 22% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Piper Sandler Frank Schiraldi 61% 1-year accuracy 17 / 28 met price target	22% upside $33	Overweight Assumed	20 Dec 2024
Keefe, Bruyette & Woods Damon Delmonte 32% 1-year accuracy 7 / 22 met price target	4% upside $28	Market Perform Maintained	4 Dec 2024