Pathward Financial, Inc. $CASH Stake Decreased by Dimensional Fund Advisors LP

Dimensional Fund Advisors LP cut its holdings in shares of Pathward Financial, Inc. (NASDAQ:CASH) by 1.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,093,338 shares of the savings and loans company’s stock after selling 11,256 shares during the period. Dimensional Fund Advisors LP owned approximately 0.05% of Pathward Financial worth $97,557,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. EverSource Wealth Advisors LLC raised its stake in Pathward Financial by 43,200.0% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 433 shares of the savings and loans company’s stock valued at $34,000 after acquiring an additional 432 shares in the last quarter. State of Wyoming acquired a new position in Pathward Financial during the 2nd quarter worth $46,000. Smartleaf Asset Management LLC grew its stake in shares of Pathward Financial by 23.0% in the fourth quarter. Smartleaf Asset Management LLC now owns 630 shares of the savings and loans company’s stock worth $45,000 after purchasing an additional 118 shares in the last quarter. Rockefeller Capital Management L.P. grew its stake in shares of Pathward Financial by 225.6% in the fourth quarter. Rockefeller Capital Management L.P. now owns 853 shares of the savings and loans company’s stock worth $61,000 after purchasing an additional 591 shares in the last quarter. Finally, New Age Alpha Advisors LLC acquired a new position in shares of Pathward Financial during the fourth quarter valued at $77,000. 92.66% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, Director Elizabeth G. Hoople sold 4,500 shares of Pathward Financial stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $82.29, for a total transaction of $370,305.00. Following the transaction, the director directly owned 28,050 shares of the company’s stock, valued at $2,308,234.50. The trade was a 13.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 1.43% of the stock is owned by corporate insiders.

Pathward Financial Stock Performance

CASH opened at $88.87 on Thursday. The company has a market capitalization of $1.88 billion, a price-to-earnings ratio of 11.14 and a beta of 0.60. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.82 and a quick ratio of 0.81. Pathward Financial, Inc. has a 1-year low of $65.87 and a 1-year high of $101.26. The business has a 50 day moving average price of $85.42 and a two-hundred day moving average price of $87.51.

Pathward Financial (NASDAQ:CASH) last issued its quarterly earnings results on Wednesday, July 22nd. The savings and loans company reported $1.37 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.95 by ($0.58). Pathward Financial had a net margin of 21.03% and a return on equity of 20.61%. The firm had revenue of $189.64 million for the quarter, compared to the consensus estimate of $191.18 million. Pathward Financial has set its FY 2027 guidance at 9.500-10.000 EPS and its FY 2026 guidance at 7.800-8.200 EPS. Research analysts predict that Pathward Financial, Inc. will post 7.93 EPS for the current fiscal year.

Pathward Financial Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, July 1st. Investors of record on Thursday, June 11th were paid a dividend of $0.05 per share. The ex-dividend date of this dividend was Thursday, June 11th. This represents a $0.20 annualized dividend and a yield of 0.2%. Pathward Financial’s dividend payout ratio (DPR) is currently 2.51%.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on CASH shares. Piper Sandler restated an “overweight” rating and set a $105.00 price objective (down from $107.00) on shares of Pathward Financial in a research note on Thursday, July 23rd. Weiss Ratings reiterated a “buy (b)” rating on shares of Pathward Financial in a research report on Friday, May 8th. Finally, Keefe, Bruyette & Woods lowered their target price on shares of Pathward Financial from $108.00 to $97.00 and set an “outperform” rating on the stock in a research note on Thursday, July 23rd. Three analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $101.00.

Pathward Financial Profile

Pathward Financial (NASDAQ:CASH) is a U.S.-based financial services company that operates through its wholly owned subsidiary, Pathward Bank. The company provides a range of banking and payment solutions designed for consumers, small businesses, community banks and fintech partners. Core offerings include deposit accounts, consumer and commercial lending, debit and prepaid card programs, digital banking platforms and treasury management services.

Through its banking charter, Pathward Financial delivers customizable payment solutions, including prepaid cards, payroll cards and benefit disbursement programs.