Neumeier Poma Investment Counsel LLC Increases Position in Pathward Financial, Inc. $CASH

Neumeier Poma Investment Counsel LLC increased its stake in shares of Pathward Financial, Inc. (NASDAQ:CASH) by 62.0% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 348,590 shares of the savings and loans company’s stock after buying an additional 133,455 shares during the period. Pathward Financial comprises 2.1% of Neumeier Poma Investment Counsel LLC’s portfolio, making the stock its 26th largest holding. Neumeier Poma Investment Counsel LLC owned 1.53% of Pathward Financial worth $25,799,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently added to or reduced their stakes in the company. Seros Financial LLC purchased a new stake in shares of Pathward Financial during the 3rd quarter worth approximately $481,003,000. Revolve Wealth Partners LLC acquired a new position in Pathward Financial during the fourth quarter worth $267,437,000. Vanguard Group Inc. boosted its position in Pathward Financial by 0.8% during the third quarter. Vanguard Group Inc. now owns 1,857,345 shares of the savings and loans company’s stock worth $137,462,000 after purchasing an additional 14,130 shares in the last quarter. American Century Companies Inc. grew its holdings in Pathward Financial by 5.8% in the second quarter. American Century Companies Inc. now owns 726,051 shares of the savings and loans company’s stock valued at $57,445,000 after purchasing an additional 39,628 shares during the last quarter. Finally, Mawer Investment Management Ltd. increased its position in shares of Pathward Financial by 35.7% in the third quarter. Mawer Investment Management Ltd. now owns 346,061 shares of the savings and loans company’s stock valued at $25,612,000 after buying an additional 91,066 shares in the last quarter. 92.66% of the stock is owned by hedge funds and other institutional investors.

Pathward Financial Stock Up 1.5%

CASH stock opened at $94.27 on Thursday. The company has a 50 day moving average price of $82.37 and a two-hundred day moving average price of $76.58. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.79 and a current ratio of 0.81. The stock has a market capitalization of $2.05 billion, a P/E ratio of 11.52 and a beta of 0.75. Pathward Financial, Inc. has a one year low of $64.45 and a one year high of $96.06.

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, beating analysts’ consensus estimates of $1.38 by $0.19. Pathward Financial had a return on equity of 22.76% and a net margin of 22.95%.The business had revenue of $173.10 million during the quarter, compared to the consensus estimate of $185.80 million. During the same quarter in the previous year, the business earned $1.29 earnings per share. The business’s revenue for the quarter was down .2% on a year-over-year basis. Pathward Financial has set its FY 2026 guidance at 8.550-9.050 EPS. As a group, sell-side analysts expect that Pathward Financial, Inc. will post 7.26 EPS for the current year.

Analyst Upgrades and Downgrades

CASH has been the topic of a number of research reports. Weiss Ratings raised shares of Pathward Financial from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, January 26th. Keefe, Bruyette & Woods raised shares of Pathward Financial from a “market perform” rating to an “outperform” rating and set a $100.00 price target on the stock in a report on Friday, January 23rd. Finally, Wall Street Zen cut shares of Pathward Financial from a “buy” rating to a “hold” rating in a research note on Saturday, January 31st. Three equities research analysts have rated the stock with a Buy rating, According to MarketBeat.com, the company has an average rating of “Buy” and an average price target of $97.00.

Insider Buying and Selling at Pathward Financial

In related news, CEO Brett L. Pharr sold 15,641 shares of the firm’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $93.88, for a total value of $1,468,377.08. Following the sale, the chief executive officer directly owned 78,261 shares of the company’s stock, valued at approximately $7,347,142.68. This trade represents a 16.66% 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 currently owned by insiders.

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.