Pathward Financial, Inc.

NasdaqGS:CASH Stock Report

Market Cap: US$1.8b

Pathward Financial Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NasdaqGS:CASH Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
08 Nov 24SellUS$181,350Gregory SigristIndividual2,250US$80.60
06 Nov 24SellUS$123,157Jennifer WarrenIndividual1,556US$79.15
13 Sep 24SellUS$205,840Anthony SharettIndividual3,100US$66.40
12 Sep 24SellUS$129,820Douglas HajekIndividual2,000US$64.91
06 May 24SellUS$107,060Kendall StorkIndividual2,000US$53.53
15 Mar 24SellUS$47,500Anthony SharettIndividual1,000US$47.50

Insider Trading Volume

Insider Buying: CASH insiders have only sold shares in the past 3 months.


Ownership Breakdown

What is the ownership structure of CASH?
Owner TypeNumber of SharesOwnership Percentage
State or Government7,0720.0293%
Individual Insiders370,3551.54%
General Public671,5132.78%
Institutions23,070,56895.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 70.13% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
15.2%
BlackRock, Inc.
3,666,470US$269.9m0%no data
8.51%
FMR LLC
2,052,116US$151.1m6.88%0.01%
7.74%
The Vanguard Group, Inc.
1,867,118US$137.5m-2.99%no data
6.08%
Dimensional Fund Advisors LP
1,467,035US$108.0m-2.25%0.02%
5.29%
State Street Global Advisors, Inc.
1,274,851US$93.9m1.35%no data
3.08%
Goldman Sachs Group, Investment Banking and Securities Investments
741,985US$54.6m57.9%0.03%
2.9%
Geode Capital Management, LLC
699,884US$51.5m2.78%no data
2.41%
American Century Investment Management Inc
580,219US$42.7m15%0.02%
1.52%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
366,347US$27.0m34.8%0.01%
1.48%
Morgan Stanley, Investment Banking and Brokerage Investments
358,095US$26.4m66.4%no data
1.47%
UBS Asset Management AG
354,428US$26.1m-8.05%no data
1.43%
JP Morgan Asset Management
344,998US$25.4m3.56%no data
1.36%
Charles Schwab Investment Management, Inc.
328,413US$24.2m0.53%no data
1.2%
Wealth Enhancement Advisory Services, LLC
290,009US$21.4m-11.9%0.05%
1.12%
Invesco Capital Management LLC
269,626US$19.8m13.8%0.01%
1.1%
Northern Trust Global Investments
265,162US$19.5m-2.02%no data
1.1%
Nantahala Capital Management, LLC
264,203US$19.5m-51.2%1.51%
0.97%
Philosophy Capital Management LLC
234,606US$17.3m-33.7%2.27%
0.94%
Public Sector Pension Investment Board
225,956US$16.6m-1.14%0.08%
0.94%
Mawer Investment Management Ltd.
225,815US$16.6m3.22%0.04%
0.9%
Arrowstreet Capital, Limited Partnership
218,271US$16.1m434%0.01%
0.88%
BNY Asset Management
211,358US$15.6m-11.4%no data
0.86%
Ziegler Capital Management, LLC
208,076US$15.3m0%0.49%
0.85%
Driehaus Capital Management LLC
204,970US$15.1m0%0.09%
0.8%
Elgethun Capital Management
194,116US$14.3m0.19%3.46%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/23 15:31
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2024/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Pathward Financial, Inc. is covered by 8 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Stephen MossB. Riley Securities, Inc.
Stephen MossFBR Capital Markets & Co.
Christopher McGrattyKeefe, Bruyette, & Woods