Wealth Enhancement Advisory Services LLC Has $1.93 Million Stake in Pathward Financial, Inc. $CASH

Wealth Enhancement Advisory Services LLC cut its stake in shares of Pathward Financial, Inc. (NASDAQ:CASH) by 79.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 25,831 shares of the savings and loans company’s stock after selling 101,877 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in Pathward Financial were worth $1,925,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Osaic Holdings Inc. increased its stake in shares of Pathward Financial by 2.3% in the second quarter. Osaic Holdings Inc. now owns 5,826 shares of the savings and loans company’s stock valued at $461,000 after buying an additional 133 shares during the period. Campbell & CO Investment Adviser LLC boosted its holdings in Pathward Financial by 3.9% in the third quarter. Campbell & CO Investment Adviser LLC now owns 4,906 shares of the savings and loans company’s stock valued at $363,000 after acquiring an additional 186 shares during the last quarter. PNC Financial Services Group Inc. increased its position in Pathward Financial by 10.6% during the 3rd quarter. PNC Financial Services Group Inc. now owns 2,281 shares of the savings and loans company’s stock valued at $169,000 after purchasing an additional 218 shares during the period. California State Teachers Retirement System raised its holdings in Pathward Financial by 1.0% during the 2nd quarter. California State Teachers Retirement System now owns 22,993 shares of the savings and loans company’s stock worth $1,819,000 after purchasing an additional 221 shares during the last quarter. Finally, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co raised its holdings in Pathward Financial by 1.6% during the 3rd quarter. SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co now owns 15,726 shares of the savings and loans company’s stock worth $1,164,000 after purchasing an additional 241 shares during the last quarter. Institutional investors own 92.66% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently commented on CASH. Piper Sandler started coverage on shares of Pathward Financial in a research note on Thursday, March 12th. They issued an “overweight” rating and a $107.00 price objective on the stock. Keefe, Bruyette & Woods raised shares of Pathward Financial from a “market perform” rating to an “outperform” rating and set a $100.00 target price for the company in a research note on Friday, January 23rd. Wall Street Zen lowered shares of Pathward Financial from a “buy” rating to a “hold” rating in a report on Saturday, January 31st. Finally, Weiss Ratings raised shares of Pathward Financial from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, January 26th. Three analysts have rated the stock with a Buy rating, According to data from MarketBeat, Pathward Financial currently has a consensus rating of “Buy” and an average target price of $103.50.

Pathward Financial Price Performance

Shares of CASH opened at $90.00 on Friday. The firm has a market cap of $1.96 billion, a PE ratio of 11.00 and a beta of 0.74. Pathward Financial, Inc. has a 52-week low of $64.45 and a 52-week high of $96.06. The business’s 50 day moving average price is $90.72 and its two-hundred day moving average price is $78.96. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.79 and a current ratio of 0.81.

Pathward Financial (NASDAQ:CASH) last announced its quarterly earnings data on Thursday, January 22nd. The savings and loans company reported $1.57 EPS for the quarter, topping the consensus estimate of $1.38 by $0.19. Pathward Financial had a net margin of 22.95% and a return on equity of 22.76%. The company had revenue of $173.10 million during the quarter, compared to the consensus estimate of $185.80 million. During the same quarter last year, the firm posted $1.29 EPS. The company’s quarterly revenue was down .2% on a year-over-year basis. Pathward Financial has set its FY 2026 guidance at 8.550-9.050 EPS. On average, equities analysts anticipate that Pathward Financial, Inc. will post 7.26 EPS for the current year.

Pathward Financial Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Thursday, March 12th were paid a $0.05 dividend. This represents a $0.20 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend was Thursday, March 12th. Pathward Financial’s payout ratio is 2.44%.

Insider Buying and Selling at Pathward Financial

In other news, CEO Brett L. Pharr sold 15,641 shares of the stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $93.88, for a total transaction of $1,468,377.08. Following the transaction, the chief executive officer owned 78,261 shares of the company’s stock, valued at $7,347,142.68. This represents a 16.66% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 1.43% of the company’s stock.

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.