Pathward Financial (CASH)

• Market cap: $1.88B
• Sector: Financials
• Industry: National Commercial Banks

About: Pathward Financial Inc is a unitary savings and loan holding company. It's a wholly-owned full-service banking subsidiary of Meta Financial, is both a community-oriented financial institution offering a variety of financial services to meet the needs of the communities it serves, and a payments company providing services on a nationwide basis. It operates through three reportable segments: Consumer, Commercial and Corporate Services/Other. The majority of the revenue is generated from Consumer segment.

Employees: 1,199

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

341% more call options, than puts

Call options by funds: $1.32M | Put options by funds: $300K

11% more capital invested

Capital invested by funds: $1.21B [Q1] → $1.34B (+$129M) [Q2]

3% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 33

0.54% more ownership

Funds ownership: 89.1% [Q1] → 89.64% (+0.54%) [Q2]

0% more funds holding

Funds holding: 226 [Q1] → 227 (+1) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 7 [Q1] → 7 (+0) [Q2]

6% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 83

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $67 11% downside
• Avg. target: $71 6% downside
• High target: $75 0% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Keefe, Bruyette & Woods Timothy Switzer 67% 1-year accuracy 2 / 3 met price target	11% downside $67	Market Perform Maintained	25 Jul 2024
Piper Sandler Frank Schiraldi 76% 1-year accuracy 16 / 21 met price target	0% downside $75	Overweight Maintained	25 Jul 2024