Pathward FinancialCASH
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: The Consumer segment includes the Partner Solutions business line, which collaborates with partners to navigate payment and lending needs; Commercial: The Commercial segment includes the Company's Commercial Finance business line, which helps businesses access funds needed to launch, operate, and grow; and Corporate Services. The majority of the revenue is generated from Consumer segment.
Employees: 1,244
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
30% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 27
2% more funds holding
Funds holding: 243 [Q4 2024] → 249 (+6) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 6 [Q4 2024] → 6 (+0) [Q1 2025]
4.09% less ownership
Funds ownership: 94.47% [Q4 2024] → 90.38% (-4.09%) [Q1 2025]
6% less capital invested
Capital invested by funds: $1.74B [Q4 2024] → $1.63B (-$109M) [Q1 2025]
35% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 104
48% less call options, than puts
Call options by funds: $321K | Put options by funds: $620K
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Keefe, Bruyette & Woods Timothy Switzer | 18%upside $88 | Market Perform Maintained | 11 Jul 2025 |
Financial journalist opinion
Based on 6 articles about CASH published over the past 30 days









