Business description: Pathward Financial, Inc.

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. Its commercial finance solution includes working capital, equipment finance and structured finance. Its partner solutions include issuing, acquiring, digital payments, financial institution solutions, credit solutions, professional tax solutions, and others. 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. The Company serves industries such as manufacturing, staffing, renewable energy, insurance, logistics, oil and gas services, construction and distribution and others. Its equipment financing options are designed to help businesses across all industries efficiently invest in new assets.

Number of employees: 1,224

Sales by Activity: Pathward Financial, Inc.

Fiscal Period: September 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Consumer

252M 257M 349M 426M 499M

Commercial

215M 241M 243M 251M 248M

Corporate Services/Other

32.71M 74.71M 55.26M 34.73M 36.1M

Geographical breakdown of sales: Pathward Financial, Inc.

Fiscal Period: September 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

United States

498M 573M 644M 711M 780M

Executive Committee: Pathward Financial, Inc.

Manager TitleAgeSince
Chief Executive Officer 64 2021-09-30
Director of Finance/CFO 59 2023-10-31
Chief Administrative Officer 65 2021-12-31
Chief Operating Officer 57 2025-08-06
Investor Relations Contact - -

Composition of the Board of Directors: Pathward Financial, Inc.

Director TitleAgeSince
Chairman 76 2020-12-31
Director/Board Member 68 2014-10-26
Director/Board Member 72 2016-06-26
Chairman 62 -
Director/Board Member 67 2021-02-22
Director/Board Member 69 2021-02-22
Director/Board Member 64 2021-09-30
Director/Board Member 68 2023-02-27
Director/Board Member 56 2024-02-27

Shareholders: Pathward Financial, Inc.

NameStocks%Valuation
BlackRock Advisors LLC
14.35 %
2,980,204 14.35 % 212 M $
Fidelity Management & Research Co. LLC
8.683 %
1,803,772 8.683 % 128 M $
6.927 %
1,438,880 6.927 % 102 M $
American Century Cos., Inc.
6.113 %
1,269,975 6.113 % 90 M $
Vanguard Capital Management LLC
5.235 %
1,087,569 5.235 % 77 M $

Company details: Pathward Financial, Inc.

Pathward Financial, Inc.

5501 South Broadband Lane

57108-2253, Sioux Falls

+877 497 7497

http://www.pathwardfinancial.com
address Pathward Financial, Inc.(CASH)

Retail & Mortgage Banks

Change 5-day change 1-year change 3-year change Capi.($)
-0.50%+1.26%+12.83%+56.88% 1.58B
-0.84%-0.76%+6.72%+132.16% 888B
+0.19%+0.70%+25.99%+109.76% 429B
-0.07%-1.01%+12.99%+136.90% 375B
+0.48%+2.63%+29.36%+130.92% 361B
-0.68%-1.18%-7.26%+74.44% 341B
+0.49%-0.41%+33.92%+117.02% 310B
-0.21%+2.16%+19.82%+114.11% 298B
-0.59%+0.08%+38.45%+144.50% 279B
-0.43%+0.65%-2.44%+103.05% 252B
Average -0.22%+0.41%+17.04%+111.97% 353.46B
Weighted average by Cap. -0.26%+0.14%+16.03%+120.26%
Trader
Investor
-
Global
-
Quality
ESG MSCI
BBB
MarketScreener Ratings - Pathward Financial, Inc.
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
3
Last Close Price
76.26USD
Average target price
97.50USD
Spread / Average Target
+27.85%

Quarterly revenue - Rate of surprise

Rate of surprise - Net sales - Quarterly - Pathward Financial, Inc.
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