headquartered in dewitt, ny, a suburb of syracuse, community bank system, inc. (nyse:cbu) is a registered bank holding company with $7.4 billion in assets and approximately 180 customer facilities across upstate new york, where it operates as community bank, n.a. member fdic. equal housing lender. the company's other subsidiaries include: bpas, an employee benefits administration and consulting firm with offices in upstate new york, pittsburgh, philadelphia, houston and puerto rico; the cbna insurance agency, with offices in three northern new york communities; community investment services, a broker-dealer delivering financial products throughout the company's branch network; and nottingham advisors, a wealth management and advisory firm with offices in buffalo, ny, and north palm beach, fl.

Company profile
Ticker
CBU
Exchange
Website
CEO
Mark Tryniski
Employees
Incorporated
Location
Fiscal year end
Sector
Industry (SIC)
Former names
COMMUNITY BANK NA, a subsidiary of Community Bank System Inc, COMMUNITY BANK NA, a subsidiary of Community Bank System Inc., COMMUNITY BANK SYSTEM INC
SEC CIK
Corporate docs
Subsidiaries
Benefit Plans Administrative Services, Inc. • Benefit Plans Administrative Services, LLC • BPAS Actuarial and Pension Services, LLC • BPAS Trust Company • CBNA Preferred Funding Corp. • CBNA Treasury Management Corporation • Community Investment Services, Inc. • Emerald Necklace Ventures, LLC • ESB Advisory Services, Inc. • E. S. B. Realty Corp. ...
IRS number
161213679
CBU stock data
Latest filings (excl ownership)
10-Q
2023 Q3
Quarterly report
9 Nov 23
8-K
Community Bank System, Inc. Reports Third Quarter 2023 Results
24 Oct 23
10-Q
2023 Q2
Quarterly report
9 Aug 23
8-K
Community Bank System, Inc. Reports Second Quarter 2023 Results
31 Jul 23
8-K
Departure of Directors or Certain Officers
21 Jul 23
8-K
Community Bank System, Inc. Announces CEO Succession Plan
5 Jul 23
8-K
Community Bank System, Inc. Announces Quarterly Common Stock Dividend
19 May 23
10-Q
2023 Q1
Quarterly report
10 May 23
8-K
Community Bank System, Inc. Reports First Quarter 2023 Results
25 Apr 23
DEFA14A
Additional proxy soliciting materials
27 Mar 23
Transcripts
CBU
Earnings call transcript
2023 Q3
24 Oct 23
CBU
Earnings call transcript
2023 Q2
31 Jul 23
CBU
Earnings call transcript
2023 Q1
25 Apr 23
CBU
Earnings call transcript
2022 Q4
24 Jan 23
CBU
Earnings call transcript
2022 Q3
24 Oct 22
CBU
Earnings call transcript
2022 Q2
26 Jul 22
CBU
Earnings call transcript
2022 Q1
25 Apr 22
CBU
Earnings call transcript
2021 Q4
24 Jan 22
CBU
Earnings call transcript
2021 Q3
25 Oct 21
CBU
Earnings call transcript
2021 Q2
26 Jul 21
Latest ownership filings
Financial summary
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Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q3 2023
73.6% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 228 |
Opened positions | 45 |
Closed positions | 32 |
Increased positions | 72 |
Reduced positions | 76 |
13F shares | Current |
---|---|
Total value | 1.64 tn |
Total shares | 39.29 mm |
Total puts | 1.40 k |
Total calls | 15.40 k |
Total put/call ratio | 0.1 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 7.75 mm | $327.10 bn |
Vanguard | 6.55 mm | $276.60 bn |
STT State Street | 3.75 mm | $159.76 bn |
Neuberger Berman | 3.17 mm | $133.67 bn |
MS Morgan Stanley | 2.08 mm | $87.73 bn |
Dimensional Fund Advisors | 1.49 mm | $62.96 bn |
Geode Capital Management | 1.09 mm | $46.20 bn |
Champlain Investment Partners | 1.02 mm | $42.96 bn |
Millennium Management | 905.44 k | $38.22 bn |
GS Goldman Sachs | 707.08 k | $29.85 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
15 Nov 23 | Stickels Eric | Common Stock | Option exercise | Acquire M | No | No | 44.87 | 303.636 | 13.62 k | 34,458.196 |
15 Nov 23 | Stickels Eric | Phantom Stock (Deferred Stock Units) Common Stock | Option exercise | Dispose M | No | No | 0 | 303.636 | 0.00 | 2,204.659 |
27 Oct 23 | Jeffrey M Levy | Common Stock | Buy | Acquire P | No | No | 38.6043 | 1,300 | 50.19 k | 5,924.139 |
1 Oct 23 | Maureen A Gillan-Myer | Common Stock | Payment of exercise | Dispose F | No | No | 42.21 | 176 | 7.43 k | 2,825 |
22 Sep 23 | Ace Brian R | Common Stock | Buy | Acquire P | No | No | 41.37 | 2,410 | 99.70 k | 65,420.603 |
21 Sep 23 | Pecor Raymond C III | Phantom Stock (Deferred Compensation) Common Stock | Grant | Acquire A | No | No | 41.91 | 489.143 | 20.50 k | 5,957.18 |
News
Piper Sandler Maintains Underweight on Community Bank System, Lowers Price Target to $38
25 Oct 23
Raymond James Maintains Outperform on Community Bank System, Lowers Price Target to $45
25 Oct 23
Community Bank System Q3 Adj. EPS $0.82 Misses $0.88 Estimate, Sales $175.37M Miss $176.54M Estimate
24 Oct 23
Earnings Scheduled For October 24, 2023
24 Oct 23
Earnings Preview For Community Bank System
23 Oct 23