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Pathward Financial, Inc.
76.31
1 x 54.64
1 x 97.28
bid
ask
+
0.14
0.18%
10:22 AM
timesize
Ytd7.47%
1y-0.03%
76.16
day range
76.99
65.87
52 week range
101.26
Open76.47Prev Close76.17Low76.16High76.99Mkt Cap1.59B
Vol12.32KAvg Vol223.83KEPS7.99P/E9.56Forward P/E7.94
Beta0.60Short Ratio14.51Inst. Own103.54%Dividend0.20Div Yield0.26
Ex Div Date09-10Earning10-2150-d Avg85.00200-d Avg85.051yr Est101.00
Earning
DateForEstimateReportedSurprisesurprise %
2026-10-202026-091.63N/AN/AN/A
2026-07-222026-061.951.37-0.58-29.74%
2026-04-222026-033.353.35N/AN/A
2026-01-222025-121.381.570.1913.77%
2025-10-212025-091.381.690.3122.46%
2025-07-282025-061.571.810.2415.29%
Upgrade / Downgrade
DateFirmActionFromTo
2024-07-25Keefe, Bruyette & WoodsUpgradeMarket PerformMarket Perform
2024-07-25Piper SandlerUpgradeOverweightOverweight
2024-04-05Keefe, Bruyette & WoodsUpgradeMarket PerformMarket Perform
2024-01-25Keefe, Bruyette & WoodsUpgradeMarket PerformMarket Perform
2024-01-25Piper SandlerUpgradeOverweightOverweight
2023-12-21Piper SandlerUpgradeOverweightOverweight
Profile
Pathward Financial, Inc. operates as the bank 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, and money market savings 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; installment and revolving consumer lending products; tax services, which includes short-term refund advance loans and short-term electronic return originator advance loans; and warehouse financing services. In addition, the company offers payment solutions, such as acceptance, processing, and settlement of credit card and debit card payments, financial processing services for freestanding ATMs; digital payments; and merchant services, as well as issues debit and prepaid cards. 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 based in Sioux Falls, South Dakota.
Insider Holder
DateNameRelationQuantityDescription
2026-09-03HAJEK DOUGLAS JDirector12.68KStock Award(Grant)
2026-09-03HOOPLE ELIZABETH GDirector28.45KStock Award(Grant)
2025-11-13INGRAM CHARLES CChief Technology Officer31.53KStock Award(Grant)
2026-09-03MC CRAY RONALD DDirector14.56KStock Award(Grant)
2026-02-22PHARR BRETT LChief Executive Officer78.88KSale
2025-12-15SHARETT ANTHONY MPresident35.32KStock Gift
Institution Ownership
Report DateOrganizationPositionValuePercentage
2026-06-29Blackrock Inc.3.10M236.47M14.94%
2026-06-29FMR, LLC1.80M137.39M8.68%
2026-06-29State Street Corporation1.44M109.60M6.93%
2026-06-29American Century Companies Inc1.27M96.73M6.11%
2026-06-29Dimensional Fund Advisors LP1.06M81.11M5.13%
2026-06-29Geode Capital Management, LLC733.10K55.84M3.53%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-07-30iShares Trust-iShares Core S&P Small-Cap ETF1.28M97.73M6.18%
2026-07-30American Century ETF Trust-Avantis U.S. Small Cap Value ETF674.94K51.41M3.25%
2026-06-29Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund658.60K50.17M3.17%
2026-07-30iShares Trust-iShares Russell 2000 ETF552.42K42.08M2.66%
2026-06-29Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund515.10K39.24M2.48%
2026-06-29VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund471.96K35.95M2.27%
Dividend
DividendDate
0.052026-09-10
0.052026-06-11
0.052026-03-12
0.052025-12-10
0.052025-09-10
0.052025-06-13
Split
SplitDate
3 : 12018-10-05
3 : 21997-01-03