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Community Financial System CBU Wealth Management Services — Total Assets

Other segment segments

Banking And Corporate Services
$17.46B+5.6%
Employee Benefit Services
$223.69M-5.1%
Insurance Services
$113.12M+50.3%

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$95.43B+10.5%
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$250M+30.9%
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$299.18B+15.8%
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BACGlobal Wealth And Investment Management — Total Assets
$336.51B+2.0%

Other financials

Income statement

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Revenue$213.3M+8.7%
Net income$57.2M+15.3%
EPS (diluted)$1.08+16.1%

Balance sheet

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Cash & equivalents$572.2M+10.5%
Total debt$437.7M-25.3%
Total equity$2.0B+10.4%
Total assets$17.7B+5.8%

Cash flow

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Operating cash flow$71.6M+14.5%
CapEx$11.3M+6.7%
Free cash flow$60.3M+16.1%

Valuation

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Market cap$3.28B+2.6%
Enterprise value$3.14B-4.1%
P/E15×-1.7×
P/S3.9×-0.3×

Profitability

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Net margin26.1%+1.1pp
FCF margin28.9%+3.3pp

Returns & leverage

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Return on equity11.3%+0.3pp
Debt / equity0.2×-0.1×

Where this comes from

Reported directly by Community Financial System in its filing.

Tagged under the XBRL concept us-gaap:Assets.

The official record: Community Financial System’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Community Financial System's wealth management services — total assets?
Community Financial System (CBU) reported wealth management services — total assets of $42.59M in Q1 2026.
How has Community Financial System's wealth management services — total assets changed year-over-year?
Community Financial System's wealth management services — total assets increased by 11.3% year-over-year, from $38.26M to $42.59M.
What does wealth management services — total assets mean?
The total value of resources, including cash, receivables, and intangible assets, controlled by the wealth management segment. This metric provides a snapshot of the scale and capital intensity of the segment's operations. It is used to calculate return on assets and evaluate the segment's overall footprint within the organization.