Pathward Financial, Inc. $CASH Shares Purchased by Universal Beteiligungs und Servicegesellschaft mbH

Universal Beteiligungs und Servicegesellschaft mbH boosted its position in Pathward Financial, Inc. (NASDAQ:CASH) by 40.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 36,271 shares of the savings and loans company’s stock after acquiring an additional 10,485 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH owned 0.16% of Pathward Financial worth $2,609,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Revolve Wealth Partners LLC acquired a new stake in Pathward Financial during the fourth quarter worth approximately $267,437,000. Royal Bank of Canada raised its holdings in Pathward Financial by 21.2% during the first quarter. Royal Bank of Canada now owns 5,057 shares of the savings and loans company’s stock worth $369,000 after purchasing an additional 886 shares in the last quarter. AQR Capital Management LLC raised its holdings in Pathward Financial by 61.3% during the first quarter. AQR Capital Management LLC now owns 9,152 shares of the savings and loans company’s stock worth $668,000 after purchasing an additional 3,479 shares in the last quarter. Millennium Management LLC raised its holdings in Pathward Financial by 264.1% during the first quarter. Millennium Management LLC now owns 128,645 shares of the savings and loans company’s stock worth $9,385,000 after purchasing an additional 93,308 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership acquired a new stake in Pathward Financial during the second quarter worth approximately $980,000. Institutional investors and hedge funds own 92.66% of the company’s stock.

Pathward Financial Stock Performance

Shares of CASH opened at $86.84 on Friday. The company has a current ratio of 0.81, a quick ratio of 0.80 and a debt-to-equity ratio of 0.04. The firm has a market cap of $1.89 billion, a PE ratio of 10.31 and a beta of 0.74. The company’s 50 day simple moving average is $91.80 and its 200-day simple moving average is $81.53. Pathward Financial, Inc. has a 12-month low of $65.87 and a 12-month high of $101.26.

Pathward Financial (NASDAQ:CASH) last announced its earnings results on Wednesday, April 22nd. The savings and loans company reported $3.35 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $3.35. The business had revenue of $276.30 million for the quarter, compared to analyst estimates of $272.04 million. Pathward Financial had a net margin of 22.42% and a return on equity of 22.35%. The company’s revenue for the quarter was up 5.1% compared to the same quarter last year. During the same period last year, the firm posted $3.11 earnings per share. Pathward Financial has set its FY 2026 guidance at 8.550-9.050 EPS. As a group, equities analysts predict that Pathward Financial, Inc. will post 8.73 EPS for the current year.

Pathward Financial Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Thursday, March 12th were given a dividend of $0.05 per share. The ex-dividend date was Thursday, March 12th. This represents a $0.20 dividend on an annualized basis and a dividend yield of 0.2%. Pathward Financial’s dividend payout ratio (DPR) is 2.38%.

Analyst Ratings Changes

A number of research firms have weighed in on CASH. Keefe, Bruyette & Woods raised their price objective on shares of Pathward Financial from $100.00 to $108.00 and gave the stock an “outperform” rating in a report on Thursday, April 23rd. Weiss Ratings raised shares of Pathward Financial from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, January 26th. Wall Street Zen cut shares of Pathward Financial from a “buy” rating to a “hold” rating in a report on Saturday, January 31st. Finally, Piper Sandler began coverage on shares of Pathward Financial in a report on Thursday, March 12th. They set an “overweight” rating and a $107.00 price objective on the stock. Three investment analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus price target of $107.50.

Insider Buying and Selling

In other news, CEO Brett L. Pharr sold 15,641 shares of the firm’s 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 transaction, the chief executive officer directly owned 78,261 shares in the company, valued at approximately $7,347,142.68. This trade represents a 16.66% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Douglas J. Hajek sold 5,000 shares of the firm’s stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $86.37, for a total transaction of $431,850.00. Following the transaction, the director owned 12,281 shares in the company, valued at approximately $1,060,709.97. This trade represents a 28.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 1.43% of the company’s stock.

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.