Empowered Funds LLC Makes New $8.67 Million Investment in Pathward Financial, Inc. $CASH

Posted by Geri Gentry on Aug 15th, 2026

Empowered Funds LLC acquired a new stake in Pathward Financial, Inc. (NASDAQ:CASH – Free Report) in the 1st quarter, Holdings Channel.com reports. The institutional investor acquired 97,176 shares of the savings and loans company’s stock, valued at approximately $8,671,000.

Other hedge funds also recently made changes to their positions in the company. Glenmede Trust Co. NA grew its holdings in Pathward Financial by 3.5% during the 1st quarter. Glenmede Trust Co. NA now owns 17,769 shares of the savings and loans company’s stock valued at $1,586,000 after purchasing an additional 606 shares in the last quarter. RMR Capital Management LLC increased its stake in Pathward Financial by 2.4% during the 1st quarter. RMR Capital Management LLC now owns 39,077 shares of the savings and loans company’s stock worth $3,487,000 after buying an additional 908 shares during the period. Bank of America Corp DE lifted its holdings in Pathward Financial by 571.3% in the 1st quarter. Bank of America Corp DE now owns 302,503 shares of the savings and loans company’s stock worth $26,992,000 after buying an additional 257,443 shares in the last quarter. Janus Henderson Group PLC lifted its holdings in Pathward Financial by 4.4% in the 1st quarter. Janus Henderson Group PLC now owns 20,055 shares of the savings and loans company’s stock worth $1,790,000 after buying an additional 837 shares in the last quarter. Finally, California State Teachers Retirement System boosted its position in Pathward Financial by 32.5% in the 1st quarter. California State Teachers Retirement System now owns 28,604 shares of the savings and loans company’s stock valued at $2,552,000 after buying an additional 7,008 shares during the last quarter. Hedge funds and other institutional investors own 92.66% of the company’s stock.

Insider Buying and Selling

In related news, Director Elizabeth G. Hoople sold 4,500 shares of Pathward Financial stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $82.29, for a total value of $370,305.00. Following the completion of the transaction, the director directly owned 28,050 shares in the company, valued at approximately $2,308,234.50. This trade represents a 13.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 1.43% of the company’s stock.

Pathward Financial Trading Up 0.6%

CASH opened at $86.67 on Friday. The stock has a market capitalization of $1.80 billion, a PE ratio of 10.86 and a beta of 0.61. The firm’s fifty day moving average price is $86.93 and its 200 day moving average price is $88.40. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.82 and a quick ratio of 0.81. Pathward Financial, Inc. has a 12-month low of $65.87 and a 12-month high of $101.26.

Pathward Financial (NASDAQ:CASH – Get Free Report) last posted its quarterly earnings data on Wednesday, July 22nd. The savings and loans company reported $1.37 EPS for the quarter, missing analysts’ consensus estimates of $1.95 by ($0.58). The company had revenue of $189.64 million for the quarter, compared to the consensus estimate of $191.18 million. Pathward Financial had a net margin of 21.03% and a return on equity of 20.61%. Pathward Financial has set its FY 2027 guidance at 9.500-10.000 EPS and its FY 2026 guidance at 7.800-8.200 EPS. As a group, research analysts expect that Pathward Financial, Inc. will post 7.93 EPS for the current fiscal year.

Pathward Financial Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, July 1st. Stockholders of record on Thursday, June 11th were given a dividend of $0.05 per share. 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 dividend payout ratio (DPR) is presently 2.51%.

Wall Street Analyst Weigh In

CASH has been the subject of several recent analyst reports. Keefe, Bruyette & Woods lowered their target price on Pathward Financial from $108.00 to $97.00 and set an “outperform” rating for the company in a research note on Thursday, July 23rd. Weiss Ratings reiterated a “buy (b)” rating on shares of Pathward Financial in a research note on Wednesday, August 5th. Finally, Piper Sandler restated an “overweight” rating and set a $105.00 price objective (down from $107.00) on shares of Pathward Financial in a research note on Thursday, July 23rd. Three equities research analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $101.00.

Read Our Latest Stock Report on Pathward Financial

Pathward Financial Company 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.