CHMG Chemung Financial Corp
XNAS
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
What changed
Recent filings, trades and moves
- Industry (SIC)
- STATE COMMERCIAL BANKS (6022) · industry map
- Exchange
- XNAS
- Market Cap
- $0.4B
- Employees
- 348
- List Date
- 1995-02-01
- CIK
- 0000763563
- Last Earnings
- Jul 23
- Headquarters
- Elmira, NY
- Homepage
- https://www.chemungcanal.com
Chemung Financial Corp is a bank holding firm. Through its subsidiaries, the company provides various financial services, including demand, savings, and time deposits, commercial, residential, and consumer loans, letters of credit, wealth management services, employee benefit plans, insurance products, mutual funds, and brokerage services, among others. The company's reportable segments are Core Banking, Wealth Management (WMG) services, and Holding company and CFS. Maximum revenue is generated from the Core Banking segment, which derives revenue by attracting deposits from the general public …
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -1.56% | 1.01% | 14.58% | -6.85% | 6.18% | 11.50% | 4.14% |
| Feb | 3.35% | 0.22% | -3.38% | -7.07% | 2.72% | -10.10% | -2.38% |
| Mar | 14.64% | 1.97% | -16.90% | 0.14% | -6.36% | -4.22% | -1.79% |
| Apr | 0.02% | 1.39% | -3.14% | 0.85% | -5.56% | 23.74% | 2.88% |
| May | 7.62% | -7.83% | -10.45% | 0.98% | 7.03% | 3.92% | 0.21% |
| Jun | -3.92% | 5.86% | 7.62% | 10.32% | 4.26% | 8.56% | 5.45% |
| Jul | 1.63% | -3.02% | 10.60% | 5.18% | 1.63% | 7.49% | 3.92% |
| Aug | 0.39% | -4.49% | -7.29% | -1.91% | 9.73% | -0.67% | -0.71% |
| Sep | -4.41% | -6.31% | -0.88% | 2.87% | -1.89% | 1.21% | -1.57% |
| Oct | 3.38% | 0.35% | 4.22% | 1.08% | -3.94% | 7.02% | 2.02% |
| Nov | 2.37% | 10.21% | 12.27% | 10.61% | 3.32% | -1.11%* | 6.28% |
| Dec | -3.89% | -2.43% | 7.24% | -6.72% | 6.43% | -- | 0.13% |
| Total | 19.66% | -4.37% | 9.52% | 7.80% | 24.39% | 53.28% | 18.38% |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
Momentum Oscillators
Volume & Volatility
Data Summary
Click Frenzy-Pro™ for an AI analysis of this ticker.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
CHMG Options Activity & IV Rank
Each spread is ranked by a composite score built in three stages. Full documentation →
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Scanning bull put, bear call, iron condor and calendar spreads…
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Loading the implied volatility surface…
Loading the implied volatility smile…
Risk Metrics
Analysis Details
Data Points: 251
Period: 252 trading days
Low volatility - stock moves less than market
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $4.5M | #1517 of 3138 | +47.2% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $38K | #3483 of 4729 | +0.8% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
CHMG Institutional Ownership (13F)
Filings for 2026-06-30 · 34 already for 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
CHMG Insider Trading (Form 4)
Latest: 2026-09-17| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-17 | Loren D Cole | EVP & CIO | Sell (S) | −5,160 | $83.50 | -$430.8K | EDGAR |
| 2026-08-12 | Timothy D Calkins | Award (A) | +308 | $81.24 | $25.0K | EDGAR | |
| 2026-07-06 | Dale M. McKim III | EVP, CFO & Treasurer | Tax (F) | −187 | $74.50 | -$13.9K | EDGAR |
| 2026-06-25 | Vincent M Cutrona | EVP & President-Canal Bank Div | Tax (F) | −98 | $74.40 | -$7.3K | EDGAR |
| 2026-04-27 | Thomas R. Tyrrell | Director | Sell (S) | −788 | $65.33 | -$51.5K | EDGAR |
| 2026-03-02 | Jeffrey P. Kenefick | Regional President | Tax (F) | −119 | $55.52 | -$6.6K | EDGAR |
| 2026-03-02 | John J Stempin | Controller | Tax (F) | −12 | $55.52 | -$666 | EDGAR |
| 2026-03-02 | Kimberly A Hazelton | Executive Vice President | Tax (F) | −104 | $55.52 | -$5.8K | EDGAR |
| 2026-03-02 | Mary E Meisner | EVP & Chief Risk Ofcr. | Tax (F) | −79 | $55.52 | -$4.4K | EDGAR |
| 2026-03-02 | Vincent M Cutrona | EVP & President-Canal Bank Div | Tax (F) | −95 | $55.52 | -$5.3K | EDGAR |
| 2026-03-02 | Anders Tomson | President & CEO | Tax (F) | −1,603 | $55.52 | -$89.0K | EDGAR |
| 2026-03-02 | Peter K Cosgrove | Executive Vice President & CCO | Tax (F) | −119 | $55.52 | -$6.6K | EDGAR |
| 2026-03-02 | Daniel D Fariello | President, Capital Bank Div. | Tax (F) | −116 | $55.52 | -$6.4K | EDGAR |
| 2026-03-02 | Loren D Cole | EVP & CIO | Tax (F) | −119 | $55.52 | -$6.6K | EDGAR |
| 2026-03-02 | Dale M. McKim III | EVP, CFO & Treasurer | Tax (F) | −147 | $55.52 | -$8.2K | EDGAR |
CHMG Insider Holdings
24 insiders · @ $86.45| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Anders Tomson | President & CEO | 63,922 | $5.53M | $165.6K | 28 | 2026-03-02 |
| 2 | David J. Dalrymple | Director | 47,857 | $4.14M | $398.2K | 24 | 2026-01-23 |
| 3 | Ronald M Bentley | Director | 47,245 | $4.08M | -$568.3K | 27 | 2026-01-23 |
| 4 | Jeffrey B Streeter | Director | 43,322 | $3.75M | $1.36M | 24 | 2026-01-23 |
| 5 | G. Thomas Tranter Jr. | Director | 28,367 | $2.45M | $455.0K | 36 | 2026-01-23 |
| 6 | Stephen M. Lounsberry III | Director | 23,432 | $2.03M | -$95.5K | 18 | 2026-01-23 |
| 7 | Thomas W Wirth | Executive Vice President | 22,646 | $1.96M | -$21.4K | 51 | 2025-10-02 |
| 8 | Richard E Forrestel Jr | Director | 15,269 | $1.32M | $0 | 6 | 2026-01-23 |
| 9 | Jeffrey P. Kenefick | Regional President | 14,493 | $1.25M | $53.5K | 26 | 2026-03-02 |
| 10 | Robert H Dalrymple | Director | 12,328 | $1.07M | -$2.54M | 35 | 2026-02-26 |
CHMG Board & Officers
As of SEC filings through Sep 17, 2026Directors 13
- Stephen M. Lounsberry III · on file since 2006
- David J. Dalrymple · on file since 2006
- Robert H Dalrymple · on file since 2006
- Ronald M Bentley · listed since Aug 2007
- G. Thomas Tranter Jr. · since Feb 26, 2014
- Thomas R. Tyrrell · since Feb 26, 2014
- Anders Tomson · listed since Jan 2018
- David M Buicko · since Feb 21, 2018
- Denise V Gonick · since Feb 21, 2018
- Jeffrey B Streeter · since Feb 21, 2018
- Richard E Forrestel Jr · since Sep 16, 2020
- Raimundo C. Archibold Jr · since Feb 17, 2021
- Joseph F Meade IV · since Aug 24, 2022
Officers 10
- Anders Tomson · President & CEO · listed since Jan 2017
- Kimberly A Hazelton · Executive Vice President · since Aug 17, 2016
- Jeffrey P. Kenefick · Regional President · since Jan 4, 2021
- Daniel D Fariello · President, Capital Bank Div. · listed since Dec 2022
- Peter K Cosgrove · Executive Vice President & CCO · listed since Dec 2022
- Vincent M Cutrona · EVP & President-Canal Bank Div · since Dec 17, 2024
- Dale M. McKim III · EVP, CFO & Treasurer · since Jul 3, 2023
- Mary E Meisner · EVP & Chief Risk Ofcr. · since Dec 17, 2024
- Loren D Cole · EVP & CIO · listed since Dec 2021
- John J Stempin · Controller · since Nov 16, 2022
Changes in the last 10 years (34)
| Oct 2, 2025 | Thomas W Wirth reported in an SEC filing no longer being Executive Vice President |
| Dec 17, 2024 | Vincent M Cutrona became EVP & President-Canal Bank Div |
| Dec 17, 2024 | Mary E Meisner became EVP & Chief Risk Ofcr. |
| Jul 3, 2023 | Dale M. McKim III became EVP, CFO & Treasurer |
| Mar 22, 2023 | The company announced the departure of Karl Francis Krebs as EVP, CFO & Treasurer in an SEC filing |
| Dec 19, 2022 | Peter K Cosgrove listed as Executive Vice President & CCO (previously EVP, Cco & CRO) in SEC filings |
| Dec 19, 2022 | Daniel D Fariello listed as President, Capital Bank Div. (previously President - Capital Bank) in SEC filings |
| Nov 16, 2022 | John J Stempin became Controller |
| Aug 24, 2022 | Joseph F Meade IV became a director |
| Jul 26, 2022 | Koen G. Long became Controller |
| Jul 1, 2022 | Frank D Vassallo reported in an SEC filing no longer being VP & Controller |
| Dec 16, 2021 | Peter K Cosgrove listed as EVP, Cco & CRO (previously Executive Vice President & CCO) in SEC filings |
| Dec 16, 2021 | Loren D Cole listed as EVP & CIO (previously Executive Vice President) in SEC filings |
| Dec 16, 2021 | Daniel D Fariello listed as President - Capital Bank (previously President, Capital Bank Div.) in SEC filings |
| Feb 17, 2021 | Raimundo C. Archibold Jr became a director |
| Jan 13, 2021 | Louis C DiFabio reported in an SEC filing no longer being Executive Vice President |
| Jan 4, 2021 | Jeffrey P. Kenefick became Regional President |
| Sep 16, 2020 | Richard E Forrestel Jr became a director |
| Jan 16, 2020 | Kevin B Tully reported in an SEC filing no longer being a director |
| Jan 16, 2020 | Clover M Drinkwater reported in an SEC filing no longer being a director |
| Jan 6, 2020 | Karen R Makowski reported in an SEC filing no longer being Executive Vice President & CRO |
| Dec 30, 2019 | Frank D Vassallo first listed as VP & Controller in an SEC filing |
| Aug 21, 2019 | Peter K Cosgrove became Executive Vice President & CCO |
| Dec 19, 2018 | Loren D Cole became Executive Vice President |
| Feb 21, 2018 | Jeffrey B Streeter became a director |
| Feb 21, 2018 | Denise V Gonick became a director |
| Feb 21, 2018 | David M Buicko became a director |
| Jan 4, 2018 | Anders Tomson first listed as a director in an SEC filing |
| Jan 1, 2018 | Daniel D Fariello became President, Capital Bank Div. |
| Dec 18, 2017 | Karen R Makowski listed as Executive Vice President & CRO (previously Executive Vice President) in SEC filings |
| Jan 11, 2017 | William D Eggers reported in an SEC filing no longer being a director |
| Jan 11, 2017 | Ronald M Bentley no longer listed as CEO in SEC filings |
| Jan 11, 2017 | Eugene M. Sneeringer Jr reported in an SEC filing no longer being a director |
| Jan 5, 2017 | Anders Tomson listed as President & CEO (previously President-Capital Bank Div.) in SEC filings |
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Not reported recently (5)
- Koen G. Long · Last reported as Controller in an SEC filing dated Jul 26, 2022
- Larry H. Becker · Last reported as a director in an SEC filing dated Jan 27, 2022
- Richard W Swan · Last reported as a director in an SEC filing dated Jan 19, 2021
- Bruce Walter Boyea · Last reported as a director in an SEC filing dated Apr 2, 2020
- John F Potter · Last reported as a director in an SEC filing dated Aug 23, 2018
CHMG Proposed Insider Sales (Form 144)
Latest: 2026-09-15What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-15 | COLE LOREN D | Officer | 5,160 | $433.4K | 2026-09-16 | Hovde Group, LLC | — | EDGAR |
| 2026-02-25 | Dalrymple Robert H | Director | 2,833 | $170.0K | 2026-02-20 | Raymond James & Associates | — | EDGAR |
| 2026-02-03 | Daniel D. Fariello | Executive VP & President of Central Bank Division | 990 | $58.4K | 2026-02-04 | Merrill Lynch | — | EDGAR |
| Filing Date | Accession | Link |
|---|
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $9.8M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.01% | $9.7M | $76.6B | 2026-11-06 |
| 3 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.01% | $4.8M | $31.6B | 2026-11-05 |
| 4 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.01% | $4.5M | — | 2026-11-05 |
| 5 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $3.7M | — | 2026-09-30 |
| 6 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.01% | $3.0M | — | 2026-11-05 |
| 7 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.02% | $3.0M | $13.9B | 2026-11-06 |
| 8 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.01% | $2.4M | — | 2026-11-05 |
| 9 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.08% | $2.0M | — | 2026-06-30 |
| 10 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.01% | $1.9M | — | 2026-09-30 |
| 11 | FDM First Trust Dow Jones Select MicroCap Index Fund | First Trust | 0.55% | $1.4M | $263.7M | 2026-11-06 |
| 12 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $1.4M | — | 2026-11-05 |
| 13 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.02% | $1.3M | — | 2026-11-05 |
| 14 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.09% | $1.0M | $1.2B | 2026-11-06 |
| 15 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $606,043 | — | 2026-11-05 |
| 16 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.02% | $599,507 | $3.2B | 2026-11-05 |
| 17 | GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | Goldman | 0.05% | $567,762 | $1.0B | 2026-11-05 |
| 18 | VFMO Vanguard U.S. Momentum Factor ETF | Vanguard | 0.02% | $386,713 | — | 2026-11-05 |
| 19 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.00% | $355,018 | $13.7B | 2026-11-06 |
| 20 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.01% | $326,194 | — | 2026-11-05 |
| 21 | VTWV Vanguard Russell 2000 Value ETF | Vanguard | 0.02% | $274,035 | — | 2026-09-30 |
| 22 | VFMF Vanguard U.S. Multifactor ETF | Vanguard | 0.02% | $226,290 | — | 2026-11-05 |
| 23 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.01% | $174,226 | — | 2026-07-31 |
| 24 | RSSL Global X Russell 2000 ETF | Global X | 0.01% | $163,483 | — | 2026-11-06 |
| 25 | DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund | Nport | 0.04% | $151,770 | — | 2026-06-30 |
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
CHMG vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| CCBG Capital City Bank Group Inc | $861M | 14.3 | +3.8% | +21.5% | 55 |
| ORRF Orrstown Financial Services Inc | $861M | 10.3 | +10.7% | +28.5% | 61 |
| PGC Peapack-Gladstone Financial Corp | $814M | 18.9 | +10.3% | +68.0% | 40 |
| IBCP Independent Bank Corp. | $802M | 11.1 | −1.5% | +15.5% | 21 |
| CTO CTO Realty Growth, Inc. | $783M | 17.9 | +15.3% | +10.9% | 36 |
| FISI Financial Institutions Inc | $776M | 10.1 | +39.3% | +31.7% | 38 |
| GCMG GCM Grosvenor Inc. Class A Common Stock | $774M | 28.9 | +4.8% | +17.7% | 15 |
| WASH Washington Trust Bancorp Inc | $737M | 14.6 | +22.9% | +38.1% | 39 |
| CHMG Chemung Financial Corp | $409M | — | — | +58.6% | — |
| Peer median | $792M | 14.4 | +10.5% | +25.0% | 38 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.