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Community Financial System CBU Wealth Management Services — Goodwill

Other segment segments

Banking And Corporate Services
$764.71M+4.4%
Employee Benefit Services
$91.05M+0.4%
Insurance Services
$29.92M+7.6%

Similar metrics at other companies

F.N.B. Corporation logo
FNBWealth Manage- ment — Goodwill
$8M0.0%
Wells Fargo & Company logo
WFCWealth And Investment Management — Goodwill
$344M0.0%
Bank of America logo
BACGlobal Wealth And Investment Management — Goodwill
$9.68B0.0%
BOK Financial logo
BOKFWealth Management — Goodwill
$90.7M0.0%
Wintrust Financial logo
WTFCWealth management — Goodwill
$72M0.0%
Stifel Financial logo
SFGlobal Wealth Management — Goodwill
$351.71M+5.0%

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:Goodwill.

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 — goodwill?
Community Financial System (CBU) reported wealth management services — goodwill of $3.66M in Q1 2026.
How has Community Financial System's wealth management services — goodwill changed year-over-year?
Community Financial System's wealth management services — goodwill increased by 6.5% year-over-year, from $3.44M to $3.66M.
What does wealth management services — goodwill mean?
Represents the premium paid over the fair value of net identifiable assets during the acquisition of wealth management-related businesses. It is an intangible asset that reflects the value of brand reputation, client relationships, and market position. Significant changes in this balance typically signal impairment charges or new strategic acquisitions.