National Commercial Banks · SIC 6021

PATHWARD FINANCIAL, INC.

CASH

Watch

Latest revenue

$276.3M

as of 2026-03-31

Latest net income

$72.9M

as of 2026-03-31

Net margin

26.4%

as of 2026-03-31

Price · 5Y

+9.7% / yr 4.0 pts / yr vs S&P 500 59.0% total
Compare:

Live market

delayed ≤15 min
$82.74
0.11%
Market cap
$1.75B
Enterprise value
$1.75B
P/E (trailing)
9.4×
Forward P/E
P/B
Dividend yield
0.2%
52-wk high
$101.26
52-wk low
$65.87
Beta
Shares out
21.1M

5-year trend

About CASH

Business description and risk factors will appear here once CASH's latest filing is fully ingested.

Profitability

Net margin

21.8%

2.5%

Return on equity

21.7%

0.7%

Return on assets

2.6%

6.8%

Leverage

Debt / equity

7.36×

7.9%

Long-term debt / equity

0.04×

1.8%

Debt / assets

88.0%

0.9%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$276.3M+0.5%$72.9M-2.7%26.4%

Q4 2025

2025-12-31

$173.1M+2.3%$35.2M+17.3%20.3%

Q3 2025

2025-09-30

$211.7M-11.9%$38.8M-19.9%18.3%

Q2 2025

2025-06-30

$195.8M+12.7%$42.1M+0.7%21.5%

Q1 2025

2025-03-31

$274.8M+13.5%$75.0M+14.8%27.3%

Q4 2024

2024-12-31

$169.2M+3.9%$30.0M+8.4%17.7%

Q3 2024

2024-09-30

$240.2M$48.5M20.2%

Q2 2024

2024-06-30

$173.6M+5.1%$41.8M-7.2%24.1%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

National Commercial Banks · SIC 6021

No data yet for industry average

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Insider activity

Insider buying

$0

Insider selling

$3.9M

Net activity

−$3.9M

Distinct insiders

7

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-04-29

Douglas J. Hajek

Director

Sale5,000$86.37$431.8K
2026-02-23

Brett L. Pharr

Chief Executive Officer

Sale15,641$93.88$1.5M
2026-02-09

Kendall E Stork

Director

Sale3,000$94.15$282.4K
2026-01-30

Christopher Perretta

Director

Sale1,450$89.94$130.4K
2025-10-31

Douglas J. Hajek

Director

Sale3,000$68.11$204.3K
2025-10-28

Neeraj Mehta

Director

Sale2,500$69.34$173.3K
2025-10-24

Nadia Dombrowski

Chief Legal and Admin Officer

Sale5,000$71.46$357.3K
2025-10-24

Anthony M. Sharett

President

Sale11,500$71.55$822.8K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns CASH

Institutional value

$1.04B

Total shares held

10.8M

Distinct holders

164

-95 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.3.2M$281.9M-113.9K (-3.5%)Trimmed
2DIMENSIONAL FUND ADVISORS LP1.1M$97.6M-11.3K (-1.0%)Trimmed
3VANGUARD CAPITAL MANAGEMENT LLC750.2K$66.9MNew
4Pure Financial Advisors, LLC0$65.9M+0No change
5VANGUARD PORTFOLIO MANAGEMENT LLC436.4K$38.9MNew
6NEUMEIER POMA INVESTMENT COUNSEL LLC356.2K$31.8M+92.1K (+34.9%)Added
7JPMORGAN CHASE & CO275.0K$24.2M-63.1K (-18.7%)Trimmed
8Mawer Investment Management Ltd.268.5K$24.0M-42.1K (-13.5%)Trimmed
9NEW YORK STATE COMMON RETIREMENT FUND263.9K$23.5M+232.9K (+750.1%)Added
10Allspring Global Investments Holdings, LLC232.8K$21.0M+73.2K (+45.8%)Added
11Clearbridge Investments, LLC209.2K$18.7M+54.0K (+34.8%)Added
12Nuveen, LLC186.9K$16.7M-31.6K (-14.5%)Trimmed
13Austin Asset Management Co Inc0$15.5M+0No change
14JANE STREET GROUP, LLC163.2K$14.6M+113.6K (+228.6%)Added
15Bank of New York Mellon Corp159.2K$14.2M-8.1K (-4.9%)Trimmed
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC155.3K$13.9M+3.5K (+2.3%)Added
17PRINCIPAL FINANCIAL GROUP INC151.9K$13.6M+43.0K (+39.5%)Added
18VANGUARD FIDUCIARY TRUST CO146.7K$13.1MNew
19Aptus Capital Advisors, LLC144.3K$12.9M+1.5K (+1.0%)Added
20DEUTSCHE BANK AG\143.6K$12.8M-2.3K (-1.6%)Trimmed

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once CASH's latest filing finishes processing.