Pathward Financial, INC

Market Movers (8-K)

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NASDAQ
Pathward Financial, Inc. announced the resignation of its President, Anthony Sharett, effective October 23, 2026, as the company initiates its succession plan.
NASDAQ
Pathward Financial, Inc. announced the declaration of a $0.05 per share cash dividend for the fourth fiscal quarter of 2026, payable on October 1, 2026.
NASDAQ
Pathward Financial announced its third quarter fiscal year 2026 results, reporting a decrease in net income driven by credit performance issues in larger loans, despite growth in commercial finance interest income and noninterest income.
Worse than expected
NASDAQ
Pathward Financial, Inc. announced the declaration of its third fiscal quarter 2026 cash dividend of $0.05 per share.
NASDAQ
Pathward Financial, Inc. announced its fiscal second quarter 2026 results, reporting net income of $72.9 million, or $3.35 per diluted share, with total revenue of $276.3 million.
NASDAQ
Pathward Financial, Inc. announced a $0.05 per share cash dividend for its second fiscal quarter of 2026, payable April 1, 2026.

Quarterly Earnings (10-Q)

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NASDAQ
Pathward Financial's Q3 2026 results show revenue growth and cost control, but are overshadowed by a substantial increase in nonperforming assets and a higher provision for credit losses.
Worse than expected
NASDAQ
Pathward Financial reports increased net income and diluted EPS for Q1 fiscal 2026, driven by strong loan originations and reduced credit loss provisions, despite a slight dip in total revenue.
Better than expected
NASDAQ
Pathward Financial reported a 4% revenue increase and NIM expansion for Q3 2025, but net income declined, nonperforming assets surged, and a material weakness in internal controls was disclosed.
Worse than expected
NASDAQ
Pathward Financial, Inc. announced increased net income and EPS for Q2 fiscal 2025, driven by higher net interest income and noninterest income, despite a restatement of prior period financials and identified material weakness in internal controls.
Worse than expected
NASDAQ
Pathward Financial, Inc. has filed an amended quarterly report to restate financial statements for Q1 2025 and prior periods due to accounting errors in consumer lending relationships and a material weakness in internal controls.
Worse than expected
NASDAQ
Pathward Financial's first quarter of fiscal year 2025 saw revenue increase by 7% year-over-year, driven by net interest income and noninterest income growth, alongside the completion of the commercial insurance premium finance business sale.
Better than expected

Annual Reports (10-K)

NASDAQ
Pathward Financial reported increased net income and revenue for fiscal year 2025, but disclosed a material weakness in internal controls over financial reporting and restated prior financial statements.
Worse than expected
NASDAQ
Pathward Financial, Inc. has filed an amended annual report to restate financial statements for multiple periods due to accounting errors and disclosed a material weakness in internal control over financial reporting.
Capital raise
Worse than expected
NASDAQ
Pathward Financial's annual 10-K filing reveals a stable financial position with a slight increase in total assets and a focus on strategic business lines.

Insider Trading (Form 4)

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NASDAQ
Neeraj Mehta, a Director of Pathward Financial, Inc., received 400 shares of common stock on September 4, 2026.
NASDAQ
Ronald D Mccray, a Director of Pathward Financial, Inc., received 400 shares of common stock on September 4, 2026.
NASDAQ
Elizabeth G. Hoople, a Director of Pathward Financial, Inc., received 400 shares of common stock on September 4, 2026.
NASDAQ
Christopher Perretta, a Director of Pathward Financial, Inc., received 400 shares of common stock on September 4, 2026.
NASDAQ
Becky S Shulman, a Director of Pathward Financial, Inc., received 400 shares of common stock on September 4, 2026.
NASDAQ
Douglas J. Hajek, a Director of Pathward Financial, Inc., received 400 shares of common stock on September 4, 2026.

Proxy Statements (Def-14A)

NASDAQ
Pathward Financial, Inc. has filed definitive additional materials related to a proxy statement with the SEC.
NASDAQ
Pathward Financial, Inc. announced strong fiscal year 2025 financial results, including increased net income and return on assets, while also detailing a financial statement restatement and related executive compensation clawbacks.
Delay expected
Worse than expected
NASDAQ
Pathward Financial, Inc. has filed a definitive proxy statement with the SEC.
NASDAQ
Pathward Financial will hold its Annual Meeting of Stockholders virtually on February 25, 2025, to vote on director elections, executive compensation, and auditor ratification.
Better than expected

Schedule 13G - Passive Investments

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NASDAQ
State Street Corporation has reported beneficial ownership of 6.8% of Pathward Financial Inc.'s common stock as of June 30, 2026.
NASDAQ
The Vanguard Group has filed an amended Schedule 13G, reporting zero beneficial ownership in Pathward Financial Inc. following an internal realignment.
NASDAQ
American Century Investment Management, Inc., along with its parent entities, reported a 5.3% beneficial ownership stake in Pathward Financial, Inc. common stock.
NASDAQ
State Street Corporation has reported a 5.8% passive beneficial ownership stake in Pathward Financial Inc., totaling 1,294,836 shares of common stock.
NASDAQ
The Vanguard Group updated its beneficial ownership in Pathward Financial Inc. to 6.79%, disclosing an internal realignment affecting future reporting.
NASDAQ
Dimensional Fund Advisors LP has filed an amended Schedule 13G, disclosing a 4.9% beneficial ownership stake in Pathward Financial Inc. as of June 30, 2025.