F m Investments LLC Has $2.16 Million Position in Pathward Financial, Inc. $CASH

F m Investments LLC reduced its stake in shares of Pathward Financial, Inc. (NASDAQ:CASH) by 51.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 30,395 shares of the savings and loans company’s stock after selling 32,701 shares during the quarter. F m Investments LLC’s holdings in Pathward Financial were worth $2,158,000 as of its most recent filing with the SEC.

Other institutional investors have also made changes to their positions in the company. EverSource Wealth Advisors LLC boosted its holdings in shares of Pathward Financial by 43,200.0% during the second quarter. EverSource Wealth Advisors LLC now owns 433 shares of the savings and loans company’s stock worth $34,000 after purchasing an additional 432 shares during the period. State of Wyoming acquired a new stake in shares of Pathward Financial during the second quarter worth approximately $46,000. PNC Financial Services Group Inc. boosted its holdings in shares of Pathward Financial by 10.6% during the third quarter. PNC Financial Services Group Inc. now owns 2,281 shares of the savings and loans company’s stock worth $169,000 after purchasing an additional 218 shares during the period. denkapparat Operations GmbH bought a new position in Pathward Financial during the third quarter valued at approximately $219,000. Finally, Brevan Howard Capital Management LP bought a new position in Pathward Financial during the third quarter valued at approximately $220,000. 92.66% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, Director Douglas J. Hajek sold 5,000 shares of the business’s stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $86.37, for a total transaction of $431,850.00. Following the transaction, the director owned 12,281 shares of the company’s stock, valued at approximately $1,060,709.97. The trade was a 28.93% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Brett L. Pharr sold 15,641 shares of the business’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $93.88, for a total transaction of $1,468,377.08. Following the transaction, the chief executive officer directly owned 78,261 shares in the company, valued at $7,347,142.68. This trade represents a 16.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 1.43% of the company’s stock.

Wall Street Analysts Forecast Growth

CASH has been the topic of several recent research reports. Keefe, Bruyette & Woods raised their price objective on shares of Pathward Financial from $100.00 to $108.00 and gave the company an “outperform” rating in a research report on Thursday, April 23rd. Piper Sandler initiated coverage on shares of Pathward Financial in a research report on Thursday, March 12th. They set an “overweight” rating and a $107.00 price objective on the stock. 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. Finally, Wall Street Zen lowered shares of Pathward Financial from a “buy” rating to a “hold” rating in a research report on Saturday, January 31st. Three equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $107.50.

Pathward Financial Trading Down 1.4%

NASDAQ:CASH opened at $86.32 on Friday. Pathward Financial, Inc. has a 12 month low of $65.87 and a 12 month high of $101.26. The firm has a market cap of $1.88 billion, a price-to-earnings ratio of 10.25 and a beta of 0.64. The company has a quick ratio of 0.80, a current ratio of 0.81 and a debt-to-equity ratio of 0.04. The company’s 50 day moving average is $91.39 and its 200-day moving average is $81.92.

Pathward Financial (NASDAQ:CASH) last released its quarterly earnings results on Wednesday, April 22nd. The savings and loans company reported $3.35 EPS for the quarter, meeting analysts’ consensus estimates of $3.35. Pathward Financial had a net margin of 22.42% and a return on equity of 22.35%. The company had revenue of $276.30 million for the quarter, compared to analyst estimates of $272.04 million. During the same quarter last year, the firm posted $3.11 earnings per share. The company’s quarterly revenue was up 5.1% compared to the same quarter last year. Pathward Financial has set its FY 2026 guidance at 8.550-9.050 EPS. Equities analysts anticipate that Pathward Financial, Inc. will post 8.73 EPS for the current year.

Pathward Financial Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Investors of record on Thursday, March 12th were given a dividend of $0.05 per share. The ex-dividend date of this dividend was Thursday, March 12th. This represents a $0.20 dividend on an annualized basis and a yield of 0.2%. Pathward Financial’s payout ratio is 2.38%.

About Pathward Financial

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.