Aptus Capital Advisors LLC Has $10.53 Million Holdings in Pathward Financial, Inc. $CASH

Key Points

• Aptus Capital Advisors LLC raised its stake in Pathward Financial (NASDAQ:CASH) by 15.2%, purchasing 18,720 shares to hold 142,215 shares worth $10.525 million (about 0.62% of the company) at quarter-end.
• CEO Brett L. Pharr sold 15,641 shares on Feb. 23 at an average price of $93.88, reducing his ownership by 16.66%, and corporate insiders now own roughly 1.43% of the stock.
• Pathward reported Q earnings of $1.57 EPS (beating estimates) with slightly lower year‑over‑year revenue; analysts retain a consensus "Buy" with an average price target of $97 and the company announced a $0.05 quarterly dividend (0.2% yield).

Aptus Capital Advisors LLC lifted its holdings in shares of Pathward Financial, Inc. (NASDAQ:CASH - Free Report) by 15.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 142,215 shares of the savings and loans company's stock after purchasing an additional 18,720 shares during the quarter. Aptus Capital Advisors LLC owned 0.62% of Pathward Financial worth $10,525,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of CASH. Seros Financial LLC bought a new position in shares of Pathward Financial during the 3rd quarter worth approximately $481,003,000. Revolve Wealth Partners LLC bought a new position in shares of Pathward Financial in the fourth quarter valued at about $267,437,000. American Century Companies Inc. lifted its holdings in Pathward Financial by 44.6% during the 3rd quarter. American Century Companies Inc. now owns 1,049,836 shares of the savings and loans company's stock worth $77,698,000 after purchasing an additional 323,785 shares during the last quarter. Neumeier Poma Investment Counsel LLC raised its stake in Pathward Financial by 62.0% in the 3rd quarter. Neumeier Poma Investment Counsel LLC now owns 348,590 shares of the savings and loans company's stock worth $25,799,000 after purchasing an additional 133,455 shares in the last quarter. Finally, CSM Advisors LLC acquired a new position in shares of Pathward Financial during the 2nd quarter worth approximately $8,461,000. Institutional investors and hedge funds own 92.66% of the company's stock.

Insider Activity at Pathward Financial

In related 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 value of $1,468,377.08. Following the completion of the transaction, the chief executive officer directly owned 78,261 shares of the company's stock, valued at $7,347,142.68. This represents a 16.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 1.43% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

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

Pathward Financial Stock Down 1.2%

Shares of NASDAQ CASH opened at $89.91 on Friday. The business has a 50-day simple moving average of $84.80 and a two-hundred day simple moving average of $77.36. The company has a market cap of $1.96 billion, a P/E ratio of 10.99 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 company has a quick ratio of 0.79, a current ratio of 0.81 and a debt-to-equity ratio of 0.04.

Pathward Financial (NASDAQ:CASH - Get Free Report) last released its earnings results 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 for the quarter, compared to analysts' expectations of $185.80 million. During the same quarter in the prior year, the firm earned $1.29 earnings per share. The firm's revenue was down .2% on a year-over-year basis. Pathward Financial has set its FY 2026 guidance at 8.550-9.050 EPS. Research analysts anticipate that Pathward Financial, Inc. will post 7.26 earnings per share for the current fiscal year.

Pathward Financial Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Thursday, March 12th will be paid a dividend of $0.05 per share. The ex-dividend date of this dividend is Thursday, March 12th. This represents a $0.20 annualized dividend and a dividend yield of 0.2%. Pathward Financial's payout ratio is 2.44%.

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.

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