PFIS at a glance
PEOPLES FINANCIAL SERVICES CORP. (PFIS, SEC CIK 1056943) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 1, 2026 and Form 4 insider filings as recently as September 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), PEOPLES FINANCIAL SERVICES CORP. (PFIS) reported revenue of $259.7 million (up 22.8% from FY2024) and net income of $59.2 million. Diluted EPS was $5.88.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding PEOPLES FINANCIAL SERVICES CORP. (PFIS) shares worth $152.4 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $259.7M
- +22.8% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 27 funds
- $152.4M · +0 vs prior quarter
- Latest 8-K
- Sep 1, 2026
- Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No material changes to market, credit, or business-operations risks from the 2025 Form 10-K
- Carried-forward market risk affecting business results and financial condition
- Carried-forward credit risk affecting business results and financial condition
- Carried-forward business-operations risk affecting business results and financial condition
AI summary of the PFIS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Former President Thomas P. Tulaney’s SERP amended August 28, 2026
- Bank purchased an annuity to fund Tulaney’s normal retirement benefit
Item 5.07: Submission of Matters to a Vote of Security Holders
- Shareholders preferred annual advisory votes on named executive officer compensation
- Board adopted annual say-on-pay voting until the next required frequency vote
Item 7.01: Regulation FD Disclosure
- Investor presentation furnished under Regulation FD ahead of anticipated 2026 investor meetings
- Presentation available through PFIS investor relations website and Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 2026 net income $14.8M, or $1.48 diluted EPS, with ROAA 1.13% and ROATCE 13.7%
- Net interest margin improved to 3.82% as deposit costs declined to 1.68%, supporting profitability
AI summaries of PFIS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PFIS
Don't miss the next PFIS filing
- Alerts as it files. A push when PFIS files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut PFIS, by share count.
- Ask anything. An AI agent that reads every PFIS filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Drobins Jeffrey A | M | Aug 29, 2026 | 1,887 | - |
| Kirtley Timothy | M | Aug 29, 2026 | 668 | - |
| Kirtley Timothy | M | Aug 29, 2026 | 668 | - |
| Drobins Jeffrey A | F | Aug 29, 2026 | 788 | $69.63 |
| Drobins Jeffrey A | M | Aug 29, 2026 | 1,887 | - |
| Kirtley Timothy | F | Aug 29, 2026 | 190 | $69.63 |
| BONE JAMES M JR | A | Jun 26, 2026 | 793 | - |
| KOPLIN NEAL D | A | Jun 26, 2026 | 773 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $149.9M | $211.5M | $259.7M |
| Net Income | $27.4M | $8.5M | $59.2M |
| Net Margin | 18.3% | 4.0% | 22.8% |
| Balance Sheet | |||
| Total Assets | $3.7B | $5.1B | $5.3B |
| Equity | $340.4M | $468.9M | $519.8M |
| ROE | 8.0% | 1.8% | 11.4% |
| Per Share | |||
| EPS | - | $0.99 | $5.88 |
| Cash Flow | |||
| Operating CF | $33.3M | $33.9M | $54.3M |
| CapEx | $5.9M | $2.6M | $10.9M |
Source: XBRL data in PEOPLES FINANCIAL SERVICES CORP. (PFIS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PFIS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $152.4M |
| Q1 2026 | 27 | $110.2M |
| Q4 2025 | 24 | $104.7M |
| Q3 2025 | 24 | $107.4M |
| Q2 2025 | 25 | $109.7M |
| Q1 2025 | 20 | $69.2M |
| Q4 2024 | 14 | $72.5M |
| Q3 2024 | 12 | $41.6M |
- BlackRock+109.8K (+17%)
- Vanguard Portfolio Management LLC+25.1K (+47%)
- Dimensional Fund Advisors+22.6K (+7%)
- Morgan Stanley+15.9K (+48%)
- Two Sigma Investments+13.0K (+59%)
- Renaissance Technologies LLC−10.6K (-64%)
- Goldman Sachs Group−8.7K (-31%)
- Invesco Ltd−1.7K (-14%)
- PEOPLES FINANCIAL SERVICES CORP.−640 (-1%)
- Ameriprise Financial+4.4K
- Franklin Resources−5.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 173 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PFIS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 1, 2026 | - | - | - |
| 8-K | Sep 1, 2026 | - | Analysis | - |
| 4 | Sep 1, 2026 | - | - | - |
| 8-K | Aug 28, 2026 | - | Analysis | - |
| 8-K | Aug 19, 2026 | - | Analysis | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 13F-HR | Jul 22, 2026 | Jun 30, 2026 | - | |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 8-K | May 27, 2026 | - | Analysis | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 8-K | May 15, 2026 | - | Analysis | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| 13F-HR | Apr 20, 2026 | Mar 31, 2026 | - |
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PFIS SEC filings: frequently asked questions
Which institutions hold PFIS stock?
As of June 30, 2026, the largest PEOPLES FINANCIAL SERVICES CORP. (PFIS) holders among the 13F filers tracked by SignalX were BlackRock ($49.4 million), Vanguard Capital Management LLC ($26.8 million), Dimensional Fund Advisors ($22.5 million), State Street Corp ($14.1 million), PEOPLES FINANCIAL SERVICES CORP. ($6.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PFIS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), PEOPLES FINANCIAL SERVICES CORP. (PFIS) reported revenue of $259.7 million (up 22.8% from FY2024) and net income of $59.2 million. Diluted EPS was $5.88. The figures come from the XBRL data in the 10-K.
What did PFIS report in its latest 8-K?
PEOPLES FINANCIAL SERVICES CORP. (PFIS) filed an 8-K on September 1, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Former President Thomas P. Tulaney’s SERP amended August 28, 2026.
What are the latest PFIS SEC filings?
PEOPLES FINANCIAL SERVICES CORP. (PFIS) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 1, 2026 and a Form 4 insider filing on September 1, 2026.
What is PFIS's SEC CIK number?
PEOPLES FINANCIAL SERVICES CORP. (PFIS)'s SEC Central Index Key (CIK) is 1056943. EDGAR lists every PFIS filing under that number.
Ask anything about PFIS
The research agent reads PFIS's filings, financials, insider trades and 13F holders, then answers with sources.