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Financial Institutions FISI Defined Benefit Plan Weighted Average Asset Allocation

Defined Benefit Plan Weighted Average Asset Allocation at other companies

OGS
ONE GASOGS
100%0.0pp
Minerals Technologies logo
Minerals TechnologiesMTX
100%0.0pp
Lincoln Educational Services Corporation logo
Lincoln Educational Services CorporationLINC
100%0.0pp
SM Energy logo
SM EnergySM
100%0.0pp
Koppers Holdings logo
Koppers HoldingsKOP
10.0%
WSFS Financial logo
WSFS FinancialWSFS
10.0%

Other financials

Income statement

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Revenue$62.7M+9.5%
Net income$21.0M+24.3%
EPS (diluted)$1.04+28.4%

Balance sheet

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Cash & equivalents$85.5M-48.9%
Total debt$224.6M+5.7%
Total equity$631.7M+7.1%
Total assets$6.3B-0.7%

Cash flow

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Operating cash flow$23.7M+137%
CapEx$650.0K-20.3%
Free cash flow$23.0M+151%

Valuation

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Market cap$761.86M+54.0%
Enterprise value$901.05M+66.9%
P/E9.7×
P/S

Profitability

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Net margin31.5%
FCF margin33%-35.0pp

Returns & leverage

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Return on equity12.9%+10.1pp
Debt / equity0.4×0.0×

Where this comes from

Reported directly by Financial Institutions in its filing.

Tagged under the XBRL concept us-gaap:DefinedBenefitPlanWeightedAverageAssetAllocations.

The official record: Financial Institutions’s 10-K, filed March 9, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Financial Institutions's defined benefit plan weighted average asset allocation?
Financial Institutions (FISI) reported defined benefit plan weighted average asset allocation of 98% in Q4 2025.
How has Financial Institutions's defined benefit plan weighted average asset allocation changed year-over-year?
Financial Institutions's defined benefit plan weighted average asset allocation increased by 2.1% year-over-year, from 96% to 98%.
What is the long-term trend for Financial Institutions's defined benefit plan weighted average asset allocation?
Over 5 years (2020 to 2025), Financial Institutions's defined benefit plan weighted average asset allocation has grown at a -0.2% compound annual growth rate (CAGR), from 99% to 98%.
What does defined benefit plan weighted average asset allocation mean?
This metric reflects the strategic distribution of pension plan assets across various investment classes, such as equities, fixed income, and alternative investments. It indicates the risk-return profile of the plan's investment strategy and its potential to meet future benefit obligations. Investors monitor this to assess the volatility of the pension plan's funding status and the company's exposure to market-related pension risk.