United Capital Financial Advisors LLC Invests $962,000 in Pathward Financial, Inc. $CASH

United Capital Financial Advisors LLC purchased a new stake in Pathward Financial, Inc. (NASDAQ:CASH) in the second quarter, HoldingsChannel reports. The firm purchased 11,053 shares of the savings and loans company’s stock, valued at approximately $962,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Capstone Investment Advisors LLC acquired a new position in Pathward Financial during the second quarter valued at approximately $618,000. Transamerica Financial Advisors LLC acquired a new stake in Pathward Financial in the second quarter worth $95,000. Corient Private Wealth LP acquired a new stake in Pathward Financial in the second quarter worth $213,000. Bank of America Corp DE bought a new position in shares of Pathward Financial during the second quarter worth $24,342,000. Finally, Freestone Grove Partners LP bought a new position in shares of Pathward Financial during the second quarter worth $909,000. Institutional investors own 92.66% of the company’s stock.

Pathward Financial Price Performance

Shares of CASH stock opened at $81.50 on Monday. Pathward Financial, Inc. has a 12-month low of $65.87 and a 12-month high of $101.26. The company has a quick ratio of 0.81, a current ratio of 0.82 and a debt-to-equity ratio of 0.04. The firm has a fifty day moving average of $87.18 and a 200-day moving average of $87.91. The company has a market capitalization of $1.69 billion, a price-to-earnings ratio of 10.21 and a beta of 0.61.

Pathward Financial (NASDAQ:CASH) last announced its earnings results on Wednesday, July 22nd. The savings and loans company reported $1.37 earnings per share for the quarter, missing analysts’ consensus estimates of $1.95 by ($0.58). Pathward Financial had a return on equity of 20.61% and a net margin of 21.03%.The company had revenue of $189.64 million during the quarter, compared to analyst estimates of $191.18 million. Pathward Financial has set its FY 2027 guidance at 9.500-10.000 EPS and its FY 2026 guidance at 7.800-8.200 EPS. As a group, equities research analysts predict that Pathward Financial, Inc. will post 7.93 earnings per share for the current fiscal year.

Pathward Financial Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Thursday, September 10th will be paid a dividend of $0.05 per share. This represents a $0.20 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend is Thursday, September 10th. Pathward Financial’s dividend payout ratio (DPR) is currently 2.51%.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on CASH shares. Piper Sandler restated an “overweight” rating and issued a $105.00 price objective (down from $107.00) on shares of Pathward Financial in a research report on Thursday, July 23rd. Keefe, Bruyette & Woods reduced their target price on Pathward Financial from $108.00 to $97.00 and set an “outperform” rating on the stock in a report on Thursday, July 23rd. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Pathward Financial in a research note on Wednesday, August 5th. Three 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 price target of $101.00.

Pathward Financial 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.