United Capital Financial Advisors LLC Acquires Shares of 11,053 Pathward Financial, Inc. $CASH

United Capital Financial Advisors LLC acquired a new stake in Pathward Financial, Inc. (NASDAQ:CASH) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor acquired 11,053 shares of the savings and loans company’s stock, valued at approximately $962,000. United Capital Financial Advisors LLC owned 0.05% of Pathward Financial at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. EverSource Wealth Advisors LLC boosted its stake in Pathward Financial by 43,200.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 433 shares of the savings and loans company’s stock valued at $34,000 after buying an additional 432 shares in the last quarter. State of Wyoming bought a new position in shares of Pathward Financial during the second quarter valued at $46,000. Smartleaf Asset Management LLC boosted its stake in shares of Pathward Financial by 23.0% in the 4th quarter. Smartleaf Asset Management LLC now owns 630 shares of the savings and loans company’s stock valued at $45,000 after purchasing an additional 118 shares in the last quarter. Rockefeller Capital Management L.P. boosted its stake in shares of Pathward Financial by 225.6% in the 4th quarter. Rockefeller Capital Management L.P. now owns 853 shares of the savings and loans company’s stock valued at $61,000 after purchasing an additional 591 shares in the last quarter. Finally, New Age Alpha Advisors LLC bought a new stake in shares of Pathward Financial in the 4th quarter worth about $77,000. 92.66% of the stock is owned by institutional investors and hedge funds.

Pathward Financial Stock Performance

Pathward Financial stock opened at $81.50 on Monday. The company has a market cap of $1.69 billion, a PE ratio of 10.21 and a beta of 0.61. The company has a current ratio of 0.82, a quick ratio of 0.81 and a debt-to-equity ratio of 0.04. Pathward Financial, Inc. has a 1 year low of $65.87 and a 1 year high of $101.26. The company’s 50-day moving average is $87.18 and its two-hundred day moving average is $87.91.

Pathward Financial (NASDAQ:CASH) last issued its quarterly earnings results on Wednesday, July 22nd. The savings and loans company reported $1.37 EPS for the quarter, missing the consensus estimate of $1.95 by ($0.58). Pathward Financial had a return on equity of 20.61% and a net margin of 21.03%.The business had revenue of $189.64 million for the quarter, compared to analyst estimates 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. Equities analysts anticipate that Pathward Financial, Inc. will post 7.93 earnings per share for the current year.

Pathward Financial Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th will be given a dividend of $0.05 per share. The ex-dividend date is Thursday, September 10th. This represents a $0.20 annualized dividend and a dividend yield of 0.2%. Pathward Financial’s payout ratio is presently 2.51%.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on CASH. Keefe, Bruyette & Woods cut their price target on shares of Pathward Financial from $108.00 to $97.00 and set an “outperform” rating for the company in a report on Thursday, July 23rd. Weiss Ratings restated a “buy (b)” rating on shares of Pathward Financial in a research report on Wednesday, August 5th. Finally, Piper Sandler reaffirmed an “overweight” rating and set a $105.00 price target (down from $107.00) on shares of Pathward Financial in a report on Thursday, July 23rd. Three investment 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 price target of $101.00.

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.