Pathward Financial, Inc.
Pathward Financial, Inc. (Nasdaq: CASH) is a bank holding company whose wholly owned national bank provides payments and commercial finance products nationwide. Its Partner Solutions business works with financial technology companies, financial institutions, tax offices and other partners to offer prepaid cards,… From the company’s description.
Over the twelve months to Jun 30, 2026, Pathward Financial, Inc. reported revenue of $825.76M, down 4.4% from a year earlier, and net income of $176.75M. Its pre-tax margin was 25.5%. In fiscal 2025, it reported revenue of $839.89M, up 5.3% from fiscal 2024, and net income of $186.79M.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Pathward Financial, Inc. does
In the company’s own words
Pathward Financial, Inc. (Nasdaq: CASH) is a bank holding company whose wholly owned national bank provides payments and commercial finance products nationwide. Its Partner Solutions business works with financial technology companies, financial institutions, tax offices and other partners to offer prepaid cards, deposit accounts, payment processing, merchant acquiring, consumer lending and tax refund products. Its Commercial Finance business provides working capital, equipment finance and structured finance, including asset-based lending, factoring, leases and loans for small and midsized businesses and rural borrowers. The bank operates through three reportable segments: Consumer, Commercial and Corporate Services/Other. Consumer includes Partner Solutions, while Commercial includes Commercial Finance. The company also serves community banks and credit unions through banking and lending solutions, and helps more than 42,000 independent tax offices offer tax-related financial products. At September 30, 2025, its net loans and leases totaled $4.61 billion. The company sold substantially all assets and liabilities of its commercial insurance premium finance business in October 2024.
Company details
- Sector
- Financials
- Industry (SIC)
- Commercial Banks
- Headquarters
- SIOUX FALLS, SD
- Fiscal year end
- September
- CIK
- 907471
- SIC
- 6021
Financial performance, year by year
Fiscal 2012–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Pathward Financial, Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Pathward Financial, Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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