Vinva Investment Management Ltd Raises Stock Holdings in Pathward Financial, Inc. $CASH

Key Points

• Vinva Investment Management Ltd increased its stake in Pathward Financial (NASDAQ:CASH) by 24.2% to 188,804 shares, valued at about $13.97 million and representing 0.83% of the company.
• CEO Brett L. Pharr sold 15,641 shares for roughly $1.47 million (about $93.88/share), trimming his position by 16.66%; corporate insiders now own 1.43% of the stock.
• Pathward reported Q results with EPS of $1.57 (vs. $1.38 consensus), set FY2026 guidance of 8.55–9.05 EPS, and declared a $0.05 quarterly dividend (annualized $0.20, ~0.2% yield).

Vinva Investment Management Ltd boosted its holdings in shares of Pathward Financial, Inc. (NASDAQ:CASH - Free Report) by 24.2% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 188,804 shares of the savings and loans company's stock after acquiring an additional 36,781 shares during the quarter. Vinva Investment Management Ltd owned 0.83% of Pathward Financial worth $13,973,000 as of its most recent SEC filing.

Several other hedge funds also recently bought and sold shares of CASH. Revolve Wealth Partners LLC purchased a new stake in Pathward Financial in the fourth quarter worth $267,437,000. Royal Bank of Canada boosted its stake in shares of Pathward Financial by 21.2% during the first quarter. Royal Bank of Canada now owns 5,057 shares of the savings and loans company's stock valued at $369,000 after purchasing an additional 886 shares during the period. AQR Capital Management LLC grew its holdings in shares of Pathward Financial by 61.3% in the first quarter. AQR Capital Management LLC now owns 9,152 shares of the savings and loans company's stock worth $668,000 after purchasing an additional 3,479 shares during the last quarter. Millennium Management LLC grew its holdings in shares of Pathward Financial by 264.1% in the first quarter. Millennium Management LLC now owns 128,645 shares of the savings and loans company's stock worth $9,385,000 after purchasing an additional 93,308 shares during the last quarter. Finally, Envestnet Asset Management Inc. increased its stake in Pathward Financial by 9.8% in the 2nd quarter. Envestnet Asset Management Inc. now owns 34,392 shares of the savings and loans company's stock worth $2,721,000 after buying an additional 3,078 shares during the period. Institutional investors own 92.66% of the company's stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on CASH shares. Weiss Ratings upgraded shares of Pathward Financial from a "hold (c+)" rating to a "buy (b-)" rating in a report 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 target price on the stock in a research report on Friday, January 23rd. 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, According to MarketBeat, Pathward Financial currently has an average rating of "Buy" and a consensus target price of $97.00.

Insider Activity at Pathward Financial

In other news, CEO Brett L. Pharr sold 15,641 shares of the company'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 completion of the sale, the chief executive officer owned 78,261 shares of the company's stock, valued at approximately $7,347,142.68. This represents a 16.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 1.43% of the company's stock.

Pathward Financial Price Performance

CASH opened at $89.91 on Friday. Pathward Financial, Inc. has a 12-month low of $64.45 and a 12-month high of $96.06. The company has a current ratio of 0.81, a quick ratio of 0.79 and a debt-to-equity ratio of 0.04. The business's fifty day simple moving average is $84.80 and its 200-day simple moving average is $77.37. The company has a market capitalization of $1.96 billion, a price-to-earnings ratio of 10.99 and a beta of 0.74.

Pathward Financial (NASDAQ:CASH - Get Free Report) last released its quarterly earnings data on Thursday, January 22nd. The savings and loans company reported $1.57 earnings per share for the quarter, beating the consensus estimate of $1.38 by $0.19. Pathward Financial had a return on equity of 22.76% and a net margin of 22.95%.The firm had revenue of $173.10 million during the quarter, compared to the consensus estimate of $185.80 million. During the same period in the previous year, the company posted $1.29 earnings per share. The firm's quarterly revenue was down .2% on a year-over-year basis. Pathward Financial has set its FY 2026 guidance at 8.550-9.050 EPS. On average, equities research analysts anticipate that Pathward Financial, Inc. will post 7.26 earnings per share for the current fiscal year.

Pathward Financial Announces Dividend

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

Pathward Financial Company 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.

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