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Pathward Financial Inc

CASH
73.440USD
-0.860-1.16%
Close 12/26, 16:00ETQuotes delayed by 15 min
1.67BMarket Cap
9.28P/E TTM

Pathward Financial Inc

73.440
-0.860-1.16%

More Details of Pathward Financial Inc Company

Pathward Financial, Inc. is a financial holding company. The Company operates through its subsidiary Pathward, National Association (the Bank). The Bank operates through three segments: Consumer, Commercial, and Corporate Services/Other. The Consumer segment includes the banking-as-a-service (BaaS) business line, which collaborates with partners to navigate payment and lending needs. The Bank's capabilities range from prepaid cards and deposit accounts to payment processing and consumer lending. The Bank offers a variety of installment and revolving consumer lending products through its credit solutions. The Commercial segment offers a variety of products through its working capital, equipment finance, structured finance, and insurance premium finance lending solutions. The Corporate Services/Other segment includes certain shared services as well as treasury related functions, such as the investment portfolio, warehouse finance, wholesale deposit, and borrowings.

Pathward Financial Inc Info

Ticker SymbolCASH
Company namePathward Financial Inc
IPO dateSep 20, 1993
CEOPharr (Brett L)
Number of employees1177
Security typeOrdinary Share
Fiscal year-endSep 20
Address5501 South Broadband Lane
CitySIOUX FALLS
Stock exchangeNASDAQ OMX - NASDAQ BASIC
CountryUnited States of America
Postal code57108
Phone18774977497
Websitehttps://www.pathward.com/
Ticker SymbolCASH
IPO dateSep 20, 1993
CEOPharr (Brett L)

Company Executives of Pathward Financial Inc

Name
Name/Position
Position
Shareholding
Change
Mr. Brett L. Pharr
Mr. Brett L. Pharr
Chief Executive Officer, Director
Chief Executive Officer, Director
94.52K
-2.27%
Mr. Anthony M. Sharett
Mr. Anthony M. Sharett
President
President
38.97K
-1.95%
Mr. Charles C. Ingram
Mr. Charles C. Ingram
Executive Vice President, Chief Information and Operations Officer
Executive Vice President, Chief Information and Operations Officer
31.30K
-0.75%
Ms. Elizabeth G. Hoople
Ms. Elizabeth G. Hoople
Independent Director
Independent Director
30.90K
+6.74%
Ms. Becky S. Shulman
Ms. Becky S. Shulman
Independent Chairman of the Board
Independent Chairman of the Board
28.45K
+7.36%
Mr. Gregory A. (Greg) Sigrist
Mr. Gregory A. (Greg) Sigrist
Chief Financial Officer, Executive Vice President
Chief Financial Officer, Executive Vice President
17.78K
-3.98%
Mr. Douglas J. (Doug) Hajek
Mr. Douglas J. (Doug) Hajek
Independent Vice Chairman of the Board
Independent Vice Chairman of the Board
15.63K
-6.01%
Ms. Lizabeth H. (Liz) Zlatkus
Ms. Lizabeth H. (Liz) Zlatkus
Independent Director
Independent Director
13.35K
+17.11%
Mr. Ronald D. (Ron) Mccray
Mr. Ronald D. (Ron) Mccray
Independent Director
Independent Director
12.51K
-14.01%
Mr. Christopher (Chris) Perretta
Mr. Christopher (Chris) Perretta
Independent Director
Independent Director
8.15K
+31.45%
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Brett L. Pharr
Mr. Brett L. Pharr
Chief Executive Officer, Director
Chief Executive Officer, Director
94.52K
-2.27%
Mr. Anthony M. Sharett
Mr. Anthony M. Sharett
President
President
38.97K
-1.95%
Mr. Charles C. Ingram
Mr. Charles C. Ingram
Executive Vice President, Chief Information and Operations Officer
Executive Vice President, Chief Information and Operations Officer
31.30K
-0.75%
Ms. Elizabeth G. Hoople
Ms. Elizabeth G. Hoople
Independent Director
Independent Director
30.90K
+6.74%
Ms. Becky S. Shulman
Ms. Becky S. Shulman
Independent Chairman of the Board
Independent Chairman of the Board
28.45K
+7.36%
Mr. Gregory A. (Greg) Sigrist
Mr. Gregory A. (Greg) Sigrist
Chief Financial Officer, Executive Vice President
Chief Financial Officer, Executive Vice President
17.78K
-3.98%

Revenue Breakdown

Relevant data have not been disclosed by the company yet.
Relevant data have not been disclosed by the company yet.
By Business
By Region
Relevant data have not been disclosed by the company yet.

Shareholding Stats

Updated: Sat, Nov 15
Updated: Sat, Nov 15
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
13.92%
The Vanguard Group, Inc.
8.29%
Fidelity Management & Research Company LLC
7.50%
State Street Investment Management (US)
6.23%
Dimensional Fund Advisors, L.P.
5.09%
Other
58.97%
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
13.92%
The Vanguard Group, Inc.
8.29%
Fidelity Management & Research Company LLC
7.50%
State Street Investment Management (US)
6.23%
Dimensional Fund Advisors, L.P.
5.09%
Other
58.97%
Shareholder Types
Shareholders
Proportion
Investment Advisor
58.56%
Investment Advisor/Hedge Fund
27.58%
Hedge Fund
4.02%
Research Firm
3.07%
Pension Fund
1.66%
Individual Investor
1.62%
Bank and Trust
0.82%
Sovereign Wealth Fund
0.38%
Family Office
0.15%
Other
2.13%

Institutional Shareholding

Updated: Mon, Dec 8
Updated: Mon, Dec 8
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q4
520
21.48M
105.56%
-1.46K
2025Q3
530
21.48M
104.20%
-182.63K
2025Q2
515
21.86M
106.34%
-308.13K
2025Q1
504
22.36M
109.94%
-3.55M
2024Q4
491
24.45M
103.78%
+777.88K
2024Q3
478
23.52M
97.98%
+619.27K
2024Q2
469
23.34M
104.04%
-336.34K
2024Q1
466
23.57M
106.30%
-3.52M
2023Q4
461
24.38M
104.25%
+10.76K
2023Q3
458
24.43M
100.74%
+871.73K
View more

Shareholder Activity

Name
Shares Held
Proportion
Change
Chg %
Date
BlackRock Institutional Trust Company, N.A.
3.19M
13.99%
-82.05K
-2.51%
Jun 30, 2025
The Vanguard Group, Inc.
1.84M
8.07%
+88.50K
+5.06%
Jun 30, 2025
Fidelity Management & Research Company LLC
1.76M
7.71%
+82.56K
+4.93%
Jun 30, 2025
State Street Investment Management (US)
1.41M
6.19%
-117.25K
-7.68%
Jun 30, 2025
Dimensional Fund Advisors, L.P.
1.17M
5.16%
-118.57K
-9.17%
Jun 30, 2025
American Century Investment Management, Inc.
726.05K
3.19%
+39.63K
+5.77%
Jun 30, 2025
Geode Capital Management, L.L.C.
699.80K
3.07%
-16.55K
-2.31%
Jun 30, 2025
Fidelity Institutional Asset Management
414.11K
1.82%
-48.97K
-10.57%
Jun 30, 2025
Neumeier Poma Investment Counsel LLC
215.13K
0.94%
+82.45K
+62.15%
Jun 30, 2025
Mawer Investment Management Ltd.
255.00K
1.12%
-32.65K
-11.35%
Jun 30, 2025
View more

Related ETFs

Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
Opus Small Cap Value ETF
1.51%
Invesco S&P SmallCap 600 GARP ETF
1%
First Trust Mid Cap US Equity Select ETF
0.97%
Cambria Value and Momentum ETF
0.88%
SPDR S&P Bank ETF
0.85%
Invesco S&P SmallCap 600 Pure Growth ETF
0.85%
Cambria Micro and SmallCap Shareholder Yield ETF
0.77%
Invesco S&P SmallCap Low Volatility ETF
0.71%
First Trust NASDAQ ABA Community Bank Index Fund
0.67%
Invesco S&P SmallCap Quality ETF
0.49%
View more
Opus Small Cap Value ETF
Proportion1.51%
Invesco S&P SmallCap 600 GARP ETF
Proportion1%
First Trust Mid Cap US Equity Select ETF
Proportion0.97%
Cambria Value and Momentum ETF
Proportion0.88%
SPDR S&P Bank ETF
Proportion0.85%
Invesco S&P SmallCap 600 Pure Growth ETF
Proportion0.85%
Cambria Micro and SmallCap Shareholder Yield ETF
Proportion0.77%
Invesco S&P SmallCap Low Volatility ETF
Proportion0.71%
First Trust NASDAQ ABA Community Bank Index Fund
Proportion0.67%
Invesco S&P SmallCap Quality ETF
Proportion0.49%

Dividend

A total of 27.50M USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
Aug 21, 2025
CASH.NB Interim Cash Dividend of gross USD 0.05 paid on Oct 01, 2025 going ex on Sep 10, 2025
Sep 10, 2025
Oct 01, 2025
Sep 10, 2025
May 22, 2025
CASH.NB Interim Cash Dividend of gross USD 0.05 paid on Jul 01, 2025 going ex on Jun 13, 2025
Jun 13, 2025
Jul 01, 2025
Jun 13, 2025
Feb 27, 2025
CASH.NB Interim Cash Dividend of gross USD 0.05 paid on Apr 01, 2025 going ex on Mar 13, 2025
Mar 13, 2025
Apr 01, 2025
Mar 13, 2025
Nov 21, 2024
CASH.NB Final Cash Dividend of gross USD 0.05 paid on Jan 02, 2025 going ex on Dec 10, 2024
Dec 10, 2024
Jan 02, 2025
Dec 10, 2024
Aug 22, 2024
CASH.NB Interim Cash Dividend of gross USD 0.05 paid on Oct 01, 2024 going ex on Sep 10, 2024
Sep 10, 2024
Oct 01, 2024
Sep 10, 2024
May 09, 2024
CASH.NB Interim Cash Dividend of gross USD 0.05 paid on Jul 01, 2024 going ex on Jun 11, 2024
Jun 11, 2024
Jul 01, 2024
Jun 11, 2024
Feb 29, 2024
CASH.NB Interim Cash Dividend of gross USD 0.05 paid on Apr 01, 2024 going ex on Mar 11, 2024
Mar 12, 2024
Apr 01, 2024
Mar 11, 2024
Nov 16, 2023
CASH.NB Final Cash Dividend of gross USD 0.05 paid on Jan 02, 2024 going ex on Dec 11, 2023
Dec 12, 2023
Jan 02, 2024
Dec 11, 2023
Aug 25, 2023
CASH.NB Interim Cash Dividend of gross USD 0.05 paid on Oct 02, 2023 going ex on Sep 11, 2023
Sep 12, 2023
Oct 02, 2023
Sep 11, 2023
May 11, 2023
CASH.NB Interim Cash Dividend of gross USD 0.05 paid on Jul 03, 2023 going ex on Jun 07, 2023
Jun 08, 2023
Jul 03, 2023
Jun 07, 2023
View more

Stock Split

Date
Type
Ratio
No Data
Date
Type
Ratio
No Data

FAQs

Who are the top five shareholders of Pathward Financial Inc?

The top five shareholders of Pathward Financial Inc are:
BlackRock Institutional Trust Company, N.A. holds 3.19M shares, accounting for 13.99% of the total shares.
The Vanguard Group, Inc. holds 1.84M shares, accounting for 8.07% of the total shares.
Fidelity Management & Research Company LLC holds 1.76M shares, accounting for 7.71% of the total shares.
State Street Investment Management (US) holds 1.41M shares, accounting for 6.19% of the total shares.
Dimensional Fund Advisors, L.P. holds 1.17M shares, accounting for 5.16% of the total shares.

What are the top three shareholder types of Pathward Financial Inc?

The top three shareholder types of Pathward Financial Inc are:
BlackRock Institutional Trust Company, N.A.
The Vanguard Group, Inc.
Fidelity Management & Research Company LLC

How many institutions hold shares of Pathward Financial Inc (CASH)?

As of 2025Q4, 520 institutions hold shares of Pathward Financial Inc, with a combined market value of approximately 21.48M, accounting for 105.56% of the total shares. Compared to 2025Q3, institutional shareholding has increased by 1.36%.

What is the biggest source of revenue for Pathward Financial Inc?

In --, the -- business generated the highest revenue for Pathward Financial Inc, amounting to -- and accounting for --% of total revenue.
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