Wealth Enhancement Advisory Services LLC Has $1.93 Million Holdings in Pathward Financial, Inc. $CASH

Wealth Enhancement Advisory Services LLC trimmed its position in shares of Pathward Financial, Inc. (NASDAQ:CASH) by 79.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 25,831 shares of the savings and loans company’s stock after selling 101,877 shares during the period. Wealth Enhancement Advisory Services LLC owned approximately 0.12% of Pathward Financial worth $1,925,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Seros Financial LLC acquired a new stake in shares of Pathward Financial during the 3rd quarter worth approximately $481,003,000. Revolve Wealth Partners LLC bought a new stake in Pathward Financial during the fourth quarter worth $267,437,000. Vanguard Group Inc. boosted its holdings in shares of Pathward Financial by 0.8% in the 3rd quarter. Vanguard Group Inc. now owns 1,857,345 shares of the savings and loans company’s stock valued at $137,462,000 after purchasing an additional 14,130 shares in the last quarter. American Century Companies Inc. boosted its holdings in shares of Pathward Financial by 44.6% in the 3rd quarter. American Century Companies Inc. now owns 1,049,836 shares of the savings and loans company’s stock valued at $77,698,000 after purchasing an additional 323,785 shares in the last quarter. Finally, Neumeier Poma Investment Counsel LLC increased its stake in shares of 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 valued at $25,799,000 after purchasing an additional 133,455 shares during the last quarter. 92.66% of the stock is currently owned by institutional investors and hedge funds.

Pathward Financial Stock Down 0.0%

Shares of CASH opened at $90.00 on Friday. Pathward Financial, Inc. has a 52 week low of $64.45 and a 52 week high of $96.06. The stock has a market capitalization of $1.96 billion, a price-to-earnings ratio of 11.00 and a beta of 0.74. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.79 and a current ratio of 0.81. The stock has a fifty day moving average of $90.72 and a 200-day moving average of $78.96.

Pathward Financial (NASDAQ:CASH) last issued its quarterly earnings data on Thursday, January 22nd. The savings and loans company reported $1.57 earnings per share for the quarter, topping analysts’ consensus estimates of $1.38 by $0.19. The business had revenue of $173.10 million for the quarter, compared to analyst estimates of $185.80 million. Pathward Financial had a return on equity of 22.76% and a net margin of 22.95%.Pathward Financial’s quarterly revenue was down .2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.29 EPS. Pathward Financial has set its FY 2026 guidance at 8.550-9.050 EPS. As a group, sell-side analysts anticipate that Pathward Financial, Inc. will post 7.26 earnings per share for the current fiscal year.

Pathward Financial Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Thursday, March 12th were paid a $0.05 dividend. The ex-dividend date of this dividend was Thursday, March 12th. This represents a $0.20 annualized dividend and a dividend yield of 0.2%. Pathward Financial’s dividend payout ratio is currently 2.44%.

Insider Transactions at Pathward Financial

In related news, CEO Brett L. Pharr sold 15,641 shares of Pathward Financial stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $93.88, for a total transaction of $1,468,377.08. Following the sale, the chief executive officer directly owned 78,261 shares in the company, valued at $7,347,142.68. This trade represents a 16.66% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.43% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

CASH has been the subject of a number of research analyst reports. Weiss Ratings raised Pathward Financial from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, January 26th. Keefe, Bruyette & Woods raised 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, January 23rd. Piper Sandler started coverage on shares of Pathward Financial in a research note on Thursday, March 12th. They issued an “overweight” rating and a $107.00 price target on the stock. Finally, Wall Street Zen lowered shares of Pathward Financial from a “buy” rating to a “hold” rating in a report on Saturday, January 31st. Three equities research analysts have rated the stock with a Buy rating, According to MarketBeat.com, Pathward Financial has an average rating of “Buy” and an average target price of $103.50.

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.