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The company

Pathward Financial, Inc.

CASH · Nasdaq

FinancialsRegional banksNot moving yetAgentic Economy

CASH stood above a rising 150-day average in 22 of the last 52 weekly readings, and has been out of that trend for the last 11 weeks. It is 13.7% below that average now. Banks — Regional & Community: 62% of its 293 stocks in an uptrend (−18 points in four weeks); Financials: 46% (−11 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 11
Industry in uptrend
62% -18 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$6.9M
Officials’ trades on record
0
Institutions holding
260 (+8)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 22 of 52 weeks.

17 Apr – 16 Oct
46%70%93%Apr 26Jun 26Jul 26Sep 26Oct 26

Regional banks: Most of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$3.4M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months0
Sale orders, 12 months9
Buyers · sellers0 · 8
WhoDidSharesTraded
Elizabeth G. HoopleDirectorsold4,500at $82.2929 May 2026filed 1 Jun 2026
Douglas J. HajekDirectorsold5,000at $86.3729 Apr 2026filed 30 Apr 2026
Brett L. PharrChief Executive Officersold15,641at $93.8823 Feb 2026filed 24 Feb 2026
Kendall E. StorkDirectorsold3,000at $94.159 Feb 2026filed 10 Feb 2026
Christopher PerrettaDirectorsold1,450at $89.9430 Jan 2026filed 4 Feb 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders260+8 on the quarter
New · exited36 · 27
Reported value$1.8B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.reduced · filed 7 Aug 20263,104,464$270.3M-55,195−1.7%
FMR LLCreduced · filed 13 Aug 20261,803,772$157.0M-152,743−7.8%
STATE STREET CORPadded · filed 7 Aug 20261,438,880$125.3M+110,092+8.3%
AMERICAN CENTURY COMPANIES INCadded · filed 12 Aug 20261,269,975$110.6M+131,514+11.6%
DIMENSIONAL FUND ADVISORS LPreduced · filed 11 Aug 20261,064,854$92.7M-28,484−2.6%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026733,095$63.8M+33,350+4.8%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026729,199$63.5M-20,965−2.8%
EARNEST PARTNERS LLCreduced · filed 13 Aug 2026568,923$49.5M-4,589−0.8%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 2026443,000$38.6M+6,556+1.5%
NEUMEIER POMA INVESTMENT COUNSEL LLCreduced · filed 13 Aug 2026351,870$30.6M-4,330−1.2%
31 Mar 2023 – 30 Jun 2026
155206256Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Becky S. Shulman Company insiderDirector · last 4 Sep 20260 · 0
Christopher Perretta Company insiderDirector · last 4 Sep 20261 · 1
Douglas J. Hajek Company insiderDirector · last 4 Sep 20263 · 10
Elizabeth G. Hoople Company insiderDirector · last 4 Sep 20263 · 2
Kendall E. Stork Company insiderDirector · last 4 Sep 20262 · 6
Lizabeth H. Zlatkus Company insiderDirector · last 4 Sep 20260 · 0
Neeraj Mehta Company insiderDirector · last 4 Sep 20260 · 1
Ronald D. McCray Company insiderDirector · last 4 Sep 20260 · 0
Eric Anthony Ferri Company insiderEVP, Chief Risk Officer · last 7 Jun 20260 · 0
Brett L. Pharr Company insiderChief Executive Officer · last 23 Feb 20263 · 7
Anthony M. Sharett Company insiderPresident · last 16 Dec 20250 · 7
Anjana Thatte Berde Company insiderChief People & Culture Officer · last 5 Dec 20250 · 0

Same industry

USIO UsioLeading+45%
BSVN Bank7Leading+21%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Free cash flow marginFY 2025 · to 30 Sep 202552.3%
Cash conversionFY 2025 · to 30 Sep 2025242%
Debt to equityFY 2025 · to 30 Sep 20250.05×
Earnings per share growthFY 2025 · to 30 Sep 2025335%
Dividend growthFY 2025 · to 30 Sep 20250.0%
Share count trendFY 2025 · to 19 Nov 2025-5.0%
Cash and equivalentsFY 2025 · to 30 Sep 2025$120.6M
Free cash flowFY 2025 · to 30 Sep 2025$438.9M

Analyst forecasts

No analyst forecasts yet.