Community Financial System CBU Wealth Management Services — Income Loss From Equity Method Investments

Other segment segments

Insurance Services

-$326K-358%

Banking And Corporate Services

$0—

Employee Benefit Services

$0—

Similar metrics at other companies

MGEECorporate And Other — Income Loss From Equity Method Investments

$0—

ASHIncome Loss From Equity Method Investments And Other Income Expense

$0—

NOVEnergy Products And Services — Income Loss From Equity Method Investments

-$5M-25.0%

SEBAll Other Segments — Income Loss From Equity Method Investments

$1.25M0.0%

RHReal Estate Investment — Income Loss From Equity Method Investments

-$600K-107%

JOEResidential Real Estate — Income Loss From Equity Method Investments

$5.1M-59.8%

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$3.39B+2.6%

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:IncomeLossFromEquityMethodInvestments.

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 — income loss from equity method investments?: Community Financial System (CBU) reported wealth management services — income loss from equity method investments of $0 in Q1 2026.
What does wealth management services — income loss from equity method investments mean?: Represents the segment's proportional share of the earnings or losses from investments in entities where the company exercises significant influence but does not have full control. This metric highlights the performance of strategic partnerships or minority stakes held within the wealth management division.