Wealth Enhancement Advisory Services LLC Lowers Stock Position in Pathward Financial, Inc. $CASH

Wealth Enhancement Advisory Services LLC trimmed its holdings in shares of Pathward Financial, Inc. (NASDAQ:CASH) by 39.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 127,708 shares of the savings and loans company’s stock after selling 81,661 shares during the quarter. Wealth Enhancement Advisory Services LLC owned approximately 0.56% of Pathward Financial worth $9,517,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Bessemer Group Inc. boosted its position in Pathward Financial by 647.8% during the 2nd quarter. Bessemer Group Inc. now owns 344 shares of the savings and loans company’s stock valued at $27,000 after acquiring an additional 298 shares in the last quarter. Hughes Financial Services LLC bought a new stake in Pathward Financial during the second quarter valued at about $30,000. EverSource Wealth Advisors LLC boosted its position in Pathward Financial by 43,200.0% during the second quarter. EverSource Wealth Advisors LLC now owns 433 shares of the savings and loans company’s stock valued at $34,000 after purchasing an additional 432 shares in the last quarter. State of Wyoming purchased a new position in Pathward Financial in the second quarter valued at about $46,000. Finally, Nisa Investment Advisors LLC raised its holdings in Pathward Financial by 8.4% in the second quarter. Nisa Investment Advisors LLC now owns 2,204 shares of the savings and loans company’s stock worth $174,000 after purchasing an additional 170 shares in the last quarter. Institutional investors own 92.66% of the company’s stock.

Insider Buying and Selling

In other Pathward Financial news, Director Douglas J. Hajek sold 3,000 shares of the business’s stock in a transaction dated Friday, October 31st. The stock was sold at an average price of $68.11, for a total transaction of $204,330.00. Following the sale, the director owned 16,631 shares in the company, valued at approximately $1,132,737.41. The trade was a 15.28% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 1.43% of the company’s stock.

More Pathward Financial News

Here are the key news stories impacting Pathward Financial this week:

• Positive Sentiment: Q1 EPS beat and net income growth — Pathward reported $1.57 GAAP EPS (vs. $1.38 consensus) and net income of $35.2M, improving year-over-year EPS and showing strong margins/ROE, which supports valuation re-rating. Pathward Financial (CASH) Surpasses Q1 Earnings Estimates
• Positive Sentiment: FY2026 guidance raised — management updated FY2026 EPS guidance to $8.55–$9.05 (above prior consensus ~$8.45), which signals confidence in margins and earnings power for the year. Pathward Financial raises 2026 EPS guidance to $8.55-$9.05 while expanding partner pipeline
• Positive Sentiment: Analyst upgrade and higher price target — Keefe, Bruyette & Woods upgraded CASH to “Outperform” with a $100 target (~16.7% above the prior price), providing third‑party validation that may drive additional buying. Finviz
• Neutral Sentiment: Investor materials available — the company posted its press release, slide deck and full earnings call/transcript for review, giving investors more detail on drivers (partner pipeline, margin dynamics). Pathward Financial, Inc. Announces Results for 2026 Fiscal First Quarter Q1 2026 Earnings Call Transcript
• Negative Sentiment: Revenue missed estimates and was roughly flat year-over-year — Q1 revenue was $173.1M vs. ~$185.8M expected and was down 0.2% YoY, which introduces execution risk on top-line growth despite the EPS beat. Pathward Financial beats Q1 earnings estimates, revenue falls short

Pathward Financial Stock Up 7.3%

CASH stock opened at $85.72 on Friday. The stock has a market capitalization of $1.90 billion, a PE ratio of 10.48 and a beta of 0.74. Pathward Financial, Inc. has a 52 week low of $64.45 and a 52 week high of $86.92. The company has a quick ratio of 0.76, a current ratio of 0.79 and a debt-to-equity ratio of 0.04. The firm has a 50 day moving average of $73.39 and a 200 day moving average of $74.64.

Pathward Financial (NASDAQ:CASH) last issued its quarterly earnings results on Thursday, January 22nd. The savings and loans company reported $1.57 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.38 by $0.19. Pathward Financial had a net margin of 22.95% and a return on equity of 22.92%. The business had revenue of $173.10 million for the quarter, compared to analyst estimates of $185.80 million. During the same quarter in the prior year, the business posted $1.29 EPS. Pathward Financial’s revenue for the quarter was down .2% compared to the same quarter last year. Pathward Financial has set its FY 2026 guidance at 8.550-9.050 EPS. Sell-side analysts forecast that Pathward Financial, Inc. will post 7.26 earnings per share for the current year.

Pathward Financial Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, January 2nd. Investors of record on Wednesday, December 10th were paid a $0.05 dividend. The ex-dividend date was Wednesday, December 10th. This represents a $0.20 dividend on an annualized basis and a yield of 0.2%. Pathward Financial’s dividend payout ratio (DPR) is 2.53%.

Analysts Set New Price Targets

A number of research firms have recently weighed in on CASH. Wall Street Zen upgraded shares of Pathward Financial from a “hold” rating to a “buy” rating in a report on Friday. Keefe, Bruyette & Woods upgraded shares of Pathward Financial from a “market perform” rating to an “outperform” rating and set a $100.00 target price for the company in a research note on Friday. Finally, Weiss Ratings downgraded Pathward Financial from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, January 12th. Two equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $97.00.

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.