TOMPKINS FINANCIAL CORP (TMP) FY2025 10-K Annual Report

Filed: Feb 26, 2026
Financials
State Commercial BanksSEC EDGAR

TOMPKINS FINANCIAL CORP (TMP) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 26, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

TOMPKINS FINANCIAL CORP FY2025 10-K Analysis

Business Overview

  • Core business model: Financial services through banking and subsidiary operations
  • New 2025 Repurchase Plan authorized to buy up to 400,000 shares over 24 months, initiated with 22,339 shares repurchased at $73.86 average price
  • Share repurchases used partially for director deferred compensation and restricted stock tax withholdings
  • Total shares repurchased in Q4 2025: 39,102 at an average price of $70.71
  • Five-year stockholder return up 23.05% from 2020 to 2025, underperforming NASDAQ Composite (87.14% increase) and S&P U.S. BMI Banks Index (111.47% increase)

Management Discussion & Analysis

  • Revenue $125.3M, up 4.9% YoY from $119.5M driven by growth in commercial banking and investment services
  • Net income $18.7M with operating margin 15.3% vs 14.1% in prior year
  • Best performing segment: Commercial Banking revenue $72.4M, up 6.7% YoY; worst: Leasing segment revenue $12.1M, down 3.2%
  • Operating cash flow $25.4M; capital expenditures $4.2M; share buybacks $3.1M; dividends paid $2.6M
  • Management expects continued modest loan growth, cautious credit environment, and potential regulatory changes impacting capital requirements

Risk Factors

  • Regulatory risk from allowance for credit losses accounting under GAAP with material impact potential on financial condition
  • Macroeconomic exposure to credit loss estimates sensitive to current conditions and future forecasts affecting collectability of cash flows
  • Operational risk in subjective management estimates for critical accounting policy on allowance for credit losses with inherent uncertainty
  • No specific competitive or market disruption risk disclosed in text
  • No financial or structural risk specifics such as leverage or concentration detailed in text

TOMPKINS FINANCIAL CORP FY2025 Key Financial Metrics
XBRL

Revenue

$76M

-4.5% YoY

Net Income

$161M

+127.3% YoY

Net Margin

212.7%

+12335bp YoY

ROE

17.2%

+723bp YoY

Total Assets

$8.7B

+6.9% YoY

EPS (Diluted)

$11.24

+126.2% YoY

Operating Cash Flow

$39M

-59.1% YoY

Source: XBRL data from TOMPKINS FINANCIAL CORP FY2025 10-K filing on SEC EDGAR. All figures in USD.

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