New York State Teachers Retirement System Trims Holdings in Pathward Financial, Inc. $CASH

Posted by George Bondi on Jul 14th, 2026

New York State Teachers Retirement System reduced its position in Pathward Financial, Inc. (NASDAQ:CASH – Free Report) by 60.9% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 9,202 shares of the savings and loans company’s stock after selling 14,355 shares during the period. New York State Teachers Retirement System’s holdings in Pathward Financial were worth $821,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. EverSource Wealth Advisors LLC raised its position in shares of Pathward Financial by 43,200.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 433 shares of the savings and loans company’s stock worth $34,000 after buying an additional 432 shares during the period. Smartleaf Asset Management LLC grew its position in Pathward Financial by 23.0% in the fourth quarter. Smartleaf Asset Management LLC now owns 630 shares of the savings and loans company’s stock valued at $45,000 after acquiring an additional 118 shares in the last quarter. State of Wyoming acquired a new position in Pathward Financial in the 2nd quarter worth $46,000. Rockefeller Capital Management L.P. boosted its holdings in Pathward Financial by 225.6% in the fourth quarter. Rockefeller Capital Management L.P. now owns 853 shares of the savings and loans company’s stock valued at $61,000 after purchasing an additional 591 shares during the last quarter. Finally, New Age Alpha Advisors LLC purchased a new position in shares of Pathward Financial during the 4th quarter valued at approximately $77,000. Institutional investors and hedge funds own 92.66% of the company’s stock.

Insider Activity

In related news, Director Elizabeth G. Hoople sold 4,500 shares of Pathward Financial stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $82.29, for a total transaction of $370,305.00. Following the transaction, the director owned 28,050 shares of the company’s stock, valued at $2,308,234.50. The trade was a 13.82% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Douglas J. Hajek sold 5,000 shares of Pathward Financial stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $86.37, for a total transaction of $431,850.00. Following the completion of the sale, the director directly owned 12,281 shares in the company, valued at approximately $1,060,709.97. This represents a 28.93% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 1.43% of the company’s stock.

Pathward Financial Stock Up 0.6%

Shares of NASDAQ CASH opened at $90.78 on Tuesday. Pathward Financial, Inc. has a 12-month low of $65.87 and a 12-month high of $101.26. The firm’s 50-day simple moving average is $84.10 and its 200 day simple moving average is $86.20. The company has a quick ratio of 0.80, a current ratio of 0.81 and a debt-to-equity ratio of 0.04. The company has a market cap of $1.92 billion, a price-to-earnings ratio of 10.78 and a beta of 0.60.

Pathward Financial (NASDAQ:CASH – Get Free Report) last released its earnings results on Wednesday, April 22nd. The savings and loans company reported $3.35 earnings per share (EPS) for the quarter, hitting the consensus estimate of $3.35. The business had revenue of $276.30 million for the quarter, compared to analyst estimates of $272.04 million. Pathward Financial had a return on equity of 22.35% and a net margin of 22.42%.Pathward Financial’s revenue was up 5.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $3.11 earnings per share. Pathward Financial has set its FY 2026 guidance at 8.550-9.050 EPS. On average, research analysts expect that Pathward Financial, Inc. will post 8.73 earnings per share for the current fiscal year.

Pathward Financial Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, July 1st. Investors of record on Thursday, June 11th were paid a $0.05 dividend. The ex-dividend date of this dividend was Thursday, June 11th. This represents a $0.20 annualized dividend and a dividend yield of 0.2%. Pathward Financial’s payout ratio is currently 2.38%.

Wall Street Analysts Forecast Growth

CASH has been the subject of several research analyst reports. Weiss Ratings reissued a “buy (b)” rating on shares of Pathward Financial in a report on Friday, May 8th. Keefe, Bruyette & Woods raised their price target on shares of Pathward Financial from $100.00 to $108.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. Three investment analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $107.50.

Get Our Latest Report on Pathward Financial

Pathward Financial Profile

(Free Report)

Pathward Financial (NASDAQ:CASH) is a U.S.-based financial services company that operates through its wholly owned subsidiary, Pathward Bank. The company provides a range of banking and payment solutions designed for consumers, small businesses, community banks and fintech partners. Core offerings include deposit accounts, consumer and commercial lending, debit and prepaid card programs, digital banking platforms and treasury management services.

Through its banking charter, Pathward Financial delivers customizable payment solutions, including prepaid cards, payroll cards and benefit disbursement programs.