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Company ProfilePathward Financial, Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
  • Discussion
CASH
Pathward Financial, Inc. Stock AnalysisComprehensive stock analysis for Pathward Financial, Inc. (CASH) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisCASH
CASH
Pathward Financial, Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
  • Discussion
CASH
Home🔹Stocks🔹Pathward Financial, Inc.

Pathward Financial, Inc.

🇺🇸CASH•NASDAQ

Pathward Financial, Inc.

🇺🇸CASH•NASDAQ
Market cap
$1.55B
Sentiment

Your view on CASH

Mkt Cap
$1.55B
Sentiment
Your view
Company Overview

Overview

What the company does, where it operates, and who runs it.

About Pathward Financial, Inc.

Industry
Banks - Regional
Sector
Financial Services
CEO
Brett L. Pharr
Headquarters
5501 South Broadband Lane, Sioux Falls, SD, US
Industry
Banks - Regional
Sector
Financial Services
CEO
Brett L. Pharr
Headquarters
5501 South Broadband Lane, Sioux Falls, SD, US
Description

Pathward Financial, Inc. operates as the holding company for Pathward, National Association that provides various banking products and services in the United States. It operates through three segments: Consumer, Commercial, and Corporate Services/Other.

The company offers demand deposit accounts, savings accounts, money market savings accounts, and certificate accounts.

It also provides commercial finance product comprising term lending, asset based lending, factoring, lease financing, insurance premium finance, government guaranteed lending, and other commercial finance products; consumer credit products; other consumer financing services; short-term taxpayer advance loans; and warehouse financing services.

In addition, the company issues prepaid cards and consumer credit products; sponsors merchant acquiring and automated teller machines (ATMs) in various debit networks; and offers tax refund-transfer services, and other payment industry products and services.

The company was formerly known as Meta Financial Group, Inc. and changed its name to Pathward Financial, Inc. in July 2022. Pathward Financial, Inc. was founded in 1954 and is headquartered in Sioux Falls, South Dakota.

FRC Research

Media

Infographics, videos, and posts covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks it is worth vs. the current price.

FRC's fair value estimate for Pathward Financial, Inc., and the rating behind it. CASH last traded at $73.42, 9.2× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for Pathward Financial, Inc.. Starting points for Pathward Financial, Inc.: P/E 9.2, EPS $8.11, beta 0.60 — an Banks - Regional name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for Pathward Financial, Inc.. Pathward Financial, Inc. paid $0.20 per share over the last year — a 0.3% yield at the current $73.42 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for Pathward Financial, Inc.. Trailing twelve-month EPS for Pathward Financial, Inc. stands at $8.11. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for Pathward Financial, Inc.. Pathward Financial, Inc. has reported as a listed company since 1993. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

Pathward Financial, Inc. valued side by side against its closest peers. Pathward Financial, Inc. is measured against Banks - Regional peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Premium

Which funds and firms own the stock.

Which institutions hold Pathward Financial, Inc., and how their positions are changing. At a $1.55B market value, institutional positions materially move Pathward Financial, Inc.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.

Insider Trading

Premium

Recent buying and selling by company executives.

Buying and selling by Pathward Financial, Inc. executives and directors. Shares of Pathward Financial, Inc. have traded between $64.45 and $86.00 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.

Senate Trading

Premium

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming Pathward Financial, Inc.. Pathward Financial, Inc. is a $1.55B Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.

House Trading

Premium

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming Pathward Financial, Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.

News

Latest headlines and market coverage.

Latest headlines and company announcements for Pathward Financial, Inc.. Coverage tracks Pathward Financial, Inc. within Banks - Regional (Financial Services). Press releases and market coverage, newest first.

Discussion

Comments

Comments and replies from FRC members about this company.

Peer companies

  • ASRVAmeriServ Financial, Inc.
  • BOTJBank of the James Financial Group, Inc.
  • BYFCBroadway Financial Corporation
  • CLSTCatalyst Bancorp, Inc.
  • FSEAFirst Seacoast Bancorp
  • HFBLHome Federal Bancorp, Inc. of Louisiana
  • NSTSNSTS Bancorp, Inc.
  • OPHCOptimumBank Holdings, Inc.

More Banks - Regional companies

  • TYFGTri-County Financial Group, Inc.
  • UBABUnited Bancorporation of Alabama, Inc.
  • UBCPUnited Bancorp, Inc.
  • UBOHUnited Bancshares, Inc.
  • UBSIUnited Bankshares, Inc.
  • UCBUnited Community Banks, Inc.
  • UFCPUnion Financial Corporation
  • UMBFUMB Financial Corporation
  • UNBUnion Bankshares, Inc.
  • UNBKUnited National Bank
  • UNCFFUniCredit S.p.A.
  • UNCRYUniCredit S.p.A.

ETFs holding Pathward Financial, Inc.

Largest holders, then the funds most concentrated in CASH · % = share of the fund

  • HFXINYLI FTSE International Equity Currency Neutral ETF0.24%
  • QAINYLI Hedge Multi-Strategy Tracker ETF0.34%
  • SPDWState Street SPDR Portfolio Developed World ex-US ETF0.00%
  • IQSINYLI Candriam International Equity ETF0.53%
  • IJRiShares Core SP Small-Cap ETF0.09%

News

Latest Market News