Casey's General StoresCASY
CASY
About: Casey's serves as the nation's third-largest convenience store chain with its 2,900 locations primarily positioned in the Midwest United States. About half of Casey's stores are located in rural towns with populations under 5,000. While fueling stations serve as a key traffic driver, about two thirds of the company's gross profit stems from in-store sales of grocery items, prepared meals, and general merchandise. Casey's owns more than 90% of its stores and operates most of its warehousing and distribution processes internally.
Employees: 45,359
0
Funds holding %
of 7,390 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
60% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 53
37% more capital invested
Capital invested by funds: $12B [Q3] → $16.5B (+$4.46B) [Q4]
14% more funds holding in top 10
Funds holding in top 10: 7 [Q3] → 8 (+1) [Q4]
3% more funds holding
Funds holding: 669 [Q3] → 687 (+18) [Q4]
4% more repeat investments, than reductions
Existing positions increased: 249 | Existing positions reduced: 239
0.69% less ownership
Funds ownership: 86.68% [Q3] → 85.99% (-0.69%) [Q4]
51% less call options, than puts
Call options by funds: $25.4M | Put options by funds: $51.4M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$438
2%
upside
Avg. target
$444
3%
upside
High target
$450
4%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
RBC Capital Irene Nattel 100% 1-year accuracy 5 / 5 met price target | 2%upside $438 | Sector Perform Maintained | 12 Mar 2025 |
Evercore ISI Group Michael Montani 71% 1-year accuracy 10 / 14 met price target | 4%upside $450 | Outperform Maintained | 11 Mar 2025 |
Financial journalist opinion
Based on 20 articles about CASY published over the past 30 days
Neutral
Business Wire
1 day ago
Casey's Presents $900,000 in Grants to K-12 Schools in Support of Education
ANKENY, Iowa.--(BUSINESS WIRE)--Through the Cash for Classrooms program, Casey's is awarding $900,000 in grants to 80 public and nonprofit, private schools across 17 states. The annual Cash for Classrooms program provides grants of up to $50,000 to support physical improvements to school buildings and playgrounds, requests for books and educational materials, and community engagement and extracurricular activities. Since 2020, more than 400 grants totaling nearly $5 million have been awarded to.
Negative
Seeking Alpha
2 days ago
Casey's General Stores: Rating Downgrade On Negative Near-Term Set Up
I downgrade Casey's General Stores (CASY) to a sell rating due to expected valuation derating from fuel margin pressures and weakening consumer trends impacting near-term earnings. Despite 3Q25 revenue growth of 17.3% y/y and strong fuel volume gains, fuel gross margins are concerning, coming in at the low end of management's range. Weak consumer spending, particularly among households earning
Neutral
Business Wire
1 week ago
Casey's Fuels the Chase With “Weather Women: Into the Bear's Cage”
ANKENY, Iowa--(BUSINESS WIRE)--As the first day of spring and storm chasing season arrives, Casey's, the third largest convenience retailer and fifth largest pizza chain in the United States, is partnering with “Weather Women: Into the Bear's Cage,” a cinematic storm chasing documentary by Paradeigm Films. “At Casey's, we know it's not crazy to chase your dreams – and storms – and these amazing women are proof that when an opportunity arises, you got to chase it. We're here to fuel the adventur.
Positive
MarketBeat
1 week ago
Casey's Uptrend Remains Strong—New Highs on the Horizon
Casey's General Stores NASDAQ: CASY uptrend will continue because the FQ3 results affirm the near and long-term outlook, causing the share price to spike more than 5% and confirm support at a critical level.
Positive
24/7 Wall Street
1 week ago
2 Under-the-Radar Stocks Peter Lynch Would Love
Peter Lynch was a titan of money management. He turned Fidelity Magellan from a $20 million minnow in 1977 into a $14 billion whale by 1990.
Positive
Seeking Alpha
2 weeks ago
Casey's General Stores: Upbeat Results, Still A Quality Hold
Casey's General Stores, Inc. shows strong growth with a 17.1% revenue increase and a 14.3% rise in inside gross profit, despite moderating growth rates and some near-term earnings pressure. Operating expenses are well-controlled, up only 3.2% excluding credit card fees, even with more stores, highlighting efficient cost management. Shares are currently expensive, but a market selloff presenting prices well under $400 offers a good entry point; today, shares are rated a hold.
Positive
The Motley Fool
2 weeks ago
Why Casey's General Stores Stock Surged Higher Today
Shares of the United States' third-largest convenience store and fifth-largest pizza chain, Casey's General Stores (CASY 6.63%), were up 6% as of 11:30 a.m. ET on Wednesday, according to data provided by S&P Global Market Intelligence.
Neutral
Seeking Alpha
2 weeks ago
Casey's General Stores, Inc. (CASY) Q3 2025 Earnings Call Transcript
Casey's General Stores, Inc. (NASDAQ:CASY ) Q3 2025 Earnings Conference Call March 12, 2025 8:30 AM ET Company Participants Brian Johnson - SVP of IR and Business Development Darren Rebelez - Chairman, President and CEO Steve Bramlage - CFO Conference Call Participants Jacob Aiken-Phillips - Melius Research Anthony Bonadio - Wells Fargo Bonnie Herzog - Goldman Sachs Mike Montani - Evercore ISI Bobby Griffin - Raymond James Krisztina Katai - Deutsche Bank Kelly Bania - BMO Capital Markets Chuck Cerankosky - Northcoast Research John Royall - JPMorgan Chuck Grom - Gordon Haskett Operator Good day and thank you for standing by. Welcome to the Q3 Fiscal Year 2025 Casey's General Stores Earnings Conference Call.
Positive
Zacks Investment Research
2 weeks ago
Casey's Q3 Earnings Top Estimates, Inside Same-Store Sales Grow 3.7%
CASY's strong third-quarter results reflect robust inside sales, increased fuel gallons sold and continued operational efficiencies.
Positive
Zacks Investment Research
2 weeks ago
Casey's General Stores (CASY) is a Top-Ranked Growth Stock: Should You Buy?
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