Pathward Financial, INC. (CASH) — SEC Filings

Overview

Pathward Financial, INC. (CASH) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Dec 30, 2025: Pathward Financial, Inc. filed an 8-K on December 30, 2025, reporting a change in its certifying accountant as of December 23, 2025. The filing indicates a change in the company's independent registered public accounting firm. No specific details regarding the reason for the change or the new accoun

Sentiment Summary

Across 48 filings, the sentiment breakdown is: 1 bullish, 4 bearish, 40 neutral, 3 mixed. The dominant filing sentiment for Pathward Financial, INC. is neutral.

Filing Type Overview

Pathward Financial, INC. (CASH) has filed 28 8-K, 2 10-K, 6 10-Q, 1 10-Q/A, 1 10-K/A, 2 DEF 14A, 5 SC 13G/A, 3 SC 13G with the SEC between Jan 2024 to Dec 2025.

Filings by Year

2025 · 2024

Recent Filings (48)

• Pathward Financial Changes Certifying Accountant — 8-K · Dec 30, 2025 Risk: medium
  Pathward Financial, Inc. filed an 8-K on December 30, 2025, reporting a change in its certifying accountant as of December 23, 2025. The filing indicates a chan
• Pathward's Loan Portfolio Surges 15% to $4.61B, Driven by Commercial Finance — 10-K · Nov 25, 2025 Risk: medium
  Pathward Financial, Inc. (CASH) reported a significant increase in its loan and lease portfolio, reaching $4.61 billion net of allowance for credit losses at Se
• 8-K Filing — 8-K · Nov 20, 2025
• Pathward Financial Files 8-K on Financials — 8-K · Oct 21, 2025 Risk: low
  On October 21, 2025, Pathward Financial, Inc. filed an 8-K report. The filing primarily concerns the company's results of operations and financial condition, al
• Pathward's Q3 Net Income Dips Amid Asset Sales, Higher Credit Loss — 10-Q · Sep 16, 2025 Risk: medium
  PATHWARD FINANCIAL, INC. reported a net income attributable to parent of $42.1 million for the three months ended June 30, 2025, a decrease from $44.9 million i
• Pathward Financial Posts Strong Q2 Earnings Amid Strategic Divestiture — 10-Q · Sep 10, 2025 Risk: medium
  PATHWARD FINANCIAL, INC. reported a net income attributable to parent of $74.957 million for the three months ended March 31, 2025, an increase from $69.918 mil
• Pathward Restates Q4 2024 Earnings, Cites Material Weakness — 10-Q/A · Sep 3, 2025 Risk: high
  Pathward Financial, Inc. (CASH) filed a 10-Q/A to restate its financial statements for the quarter ended December 31, 2024, and other affected periods, due to e
• Pathward Financial Faces Delisting Notice — 8-K · Sep 2, 2025 Risk: high
  On August 26, 2025, Pathward Financial, Inc. filed an 8-K to report a notice of delisting or failure to satisfy a continued listing rule or standard. The filing
• Pathward Restates Years of Financials, Cites Material Weakness — 10-K/A · Aug 29, 2025 Risk: high
  Pathward Financial, Inc. (CASH) filed a Form 10-K/A on August 29, 2025, to restate its financial statements for fiscal years ended September 30, 2024, 2023, and
• Pathward Financial Files 8-K with Exhibits — 8-K · Aug 21, 2025 Risk: low
  On August 21, 2025, Pathward Financial, Inc. filed an 8-K report. The filing primarily concerns financial statements and exhibits, with no specific material eve
• Pathward Financial Files 8-K on Operations — 8-K · Jul 28, 2025 Risk: low
  On July 28, 2025, Pathward Financial, Inc. filed an 8-K report. The filing primarily concerns the company's financial condition and results of operations, along
• Pathward Financial Restates Financials — 8-K · Jul 2, 2025 Risk: medium
  Pathward Financial, Inc. announced on June 26, 2025, that it will not rely on previously issued financial statements. This decision impacts financial reports fr
• Pathward Financial Faces Delisting Notice — 8-K · May 28, 2025 Risk: high
  Pathward Financial, Inc. filed an 8-K on May 28, 2025, reporting a notice of delisting or failure to satisfy a continued listing rule or standard, along with a
• Pathward Financial Files 8-K Report — 8-K · May 22, 2025 Risk: low
  On May 22, 2025, Pathward Financial, Inc. filed an 8-K report. The filing primarily concerns financial statements and exhibits, with no specific material events
• Pathward Financial Files 8-K on Financials — 8-K · Apr 22, 2025 Risk: low
  Pathward Financial, Inc. filed an 8-K on April 22, 2025, reporting on its results of operations and financial condition. The filing also includes Regulation FD
• Pathward Financial Files 8-K Report — 8-K · Feb 27, 2025 Risk: low
  On February 27, 2025, Pathward Financial, Inc. filed an 8-K report. The filing primarily concerns "Other Events" and "Financial Statements and Exhibits." No spe
• Pathward Financial Files 8-K on Shareholder Votes & Financials — 8-K · Feb 26, 2025 Risk: low
  On February 25, 2025, Pathward Financial, Inc. filed an 8-K report detailing a submission of matters to a vote of security holders and financial statements. The
• Pathward Financial Reports Q1 2025 Results — 10-Q · Feb 6, 2025 Risk: medium
  Pathward Financial, Inc. filed its 10-Q for the period ending December 31, 2024. The filing details financial performance and operational updates for the quarte
• Pathward Financial Files 8-K on Operations and Financials — 8-K · Jan 21, 2025 Risk: low
  On January 21, 2025, Pathward Financial, Inc. (formerly Meta Financial Group Inc.) filed an 8-K report. The filing primarily concerns results of operations and
• DEF 14A Filing — DEF 14A · Jan 15, 2025
• Pathward Financial Files 2024 10-K — 10-K · Nov 26, 2024 Risk: medium
  Pathward Financial, Inc. filed its 2024 10-K report, detailing its financial performance for the fiscal year ending September 30, 2024. The company, formerly Me
• Pathward Financial Files 8-K — 8-K · Nov 21, 2024 Risk: low
  Pathward Financial, Inc. filed an 8-K on November 21, 2024, reporting other events and financial statements. The filing does not contain specific financial figu
• SC 13G/A Filing — SC 13G/A · Nov 12, 2024
• SC 13G/A Filing — SC 13G/A · Nov 12, 2024
• Pathward Financial Completes Acquisition — 8-K · Nov 1, 2024 Risk: medium
  On October 31, 2024, Pathward Financial, Inc. (formerly Meta Financial Group Inc.) filed an 8-K report detailing the completion of an acquisition. The filing al
• Pathward Financial Relocates Principal Executive Offices — 8-K · Oct 24, 2024 Risk: low
  On October 23, 2024, Pathward Financial, Inc. filed an 8-K report. The filing indicates a change in the company's principal executive offices to 5501 South Broa
• Pathward Financial Files 8-K on Financials — 8-K · Oct 23, 2024 Risk: low
  Pathward Financial, Inc. filed an 8-K on October 23, 2024, reporting on its results of operations and financial condition. The filing includes financial stateme
• SC 13G Filing — SC 13G · Oct 17, 2024
• Pathward Financial Files 8-K — 8-K · Sep 30, 2024 Risk: low
  Pathward Financial, Inc. filed an 8-K on September 30, 2024, reporting on events that occurred on the same date. The filing pertains to the company's operations
• Pathward Financial, Inc. Files 8-K with Material Agreement — 8-K · Aug 29, 2024 Risk: medium
  On August 28, 2024, Pathward Financial, Inc. entered into a material definitive agreement. The company also made a Regulation FD disclosure and filed financial
• Pathward Financial Files 8-K — 8-K · Aug 22, 2024 Risk: low
  On August 22, 2024, Pathward Financial, Inc. filed an 8-K report. The filing primarily concerns "Other Events" and "Financial Statements and Exhibits," indicati
• Pathward Financial Files 10-Q for Q3 2024 — 10-Q · Aug 6, 2024 Risk: medium
  Pathward Financial, Inc. filed its 10-Q for the period ending June 30, 2024. The filing details financial performance and positions, including assets and liabil
• Pathward Financial Files 8-K on Operations — 8-K · Jul 24, 2024 Risk: low
  On July 24, 2024, Pathward Financial, Inc. filed an 8-K report detailing results of operations and financial condition. The filing also included Regulation FD d
• Pathward Financial Files 8-K — 8-K · Jun 10, 2024 Risk: low
  On June 10, 2024, Pathward Financial, Inc. filed an 8-K report. The filing primarily concerns Regulation FD disclosures and financial statements/exhibits. No sp
• Pathward Financial Files 8-K: Other Events & Exhibits — 8-K · May 9, 2024 Risk: low
  On May 9, 2024, Pathward Financial, Inc. filed an 8-K report. The filing primarily concerns "Other Events" and "Financial Statements and Exhibits," indicating u
• Pathward Financial, Inc. Files 10-Q for Period Ending March 31, 2024 — 10-Q · May 7, 2024 Risk:
  PATHWARD FINANCIAL, INC. (CASH) filed a Quarterly Report (10-Q) with the SEC on May 7, 2024. Pathward Financial, Inc. reported on its 10-Q filing for the period
• Pathward Financial Files 8-K with Financial Updates — 8-K · Apr 24, 2024 Risk: low
  On April 24, 2024, Pathward Financial, Inc. filed an 8-K report detailing its financial results and other relevant information. The filing includes financial st
• PATHWARD FINANCIAL Files 8-K on Feb 29 for Other Events & Exhibits — 8-K · Feb 29, 2024 Risk: low
  PATHWARD FINANCIAL, INC. filed an 8-K on February 29, 2024, reporting "Other Events" and "Financial Statements and Exhibits." The filing indicates a current rep
• Pathward Financial Files 8-K on Officer Changes, Shareholder Votes — 8-K · Feb 28, 2024 Risk: low
  PATHWARD FINANCIAL, INC. filed an 8-K on February 28, 2024, reporting on events related to Item 5.02, Item 5.07, and Item 9.01. Item 5.02 covers potential chang
• Vanguard Trims Pathward Financial Stake to 7.0% — SC 13G/A · Feb 13, 2024 Risk: low
  The Vanguard Group, a major investment firm, filed an amended Schedule 13G/A on February 13, 2024, indicating a change in its ownership stake in Pathward Financ
• PATHWARD FINANCIAL Files Routine 8-K on Feb 13 — 8-K · Feb 13, 2024 Risk: low
  PATHWARD FINANCIAL, INC. filed an 8-K on February 13, 2024, to disclose general information, specifically regarding Regulation FD and Financial Statements and E
• FMR LLC & Abigail Johnson Disclose 6.727% Stake in Pathward Financial — SC 13G · Feb 9, 2024 Risk: low
  FMR LLC, a major investment firm, and its principal owner, Abigail P. Johnson, have reported a 6.727% beneficial ownership stake in Pathward Financial Inc. (for
• Dimensional Fund Advisors Amends Pathward Financial Stake — SC 13G/A · Feb 9, 2024 Risk: low
  Dimensional Fund Advisors LP, a major investment firm, filed an amended SC 13G/A on February 9, 2024, indicating a change in their ownership of Pathward Financi
• Pathward Financial, Inc. Files 10-Q for Period Ending December 31, 2023 — 10-Q · Feb 8, 2024 Risk: medium
  PATHWARD FINANCIAL, INC. (CASH) filed a Quarterly Report (10-Q) with the SEC on February 8, 2024. Pathward Financial, Inc. filed its 10-Q report for the period
• Goldman Sachs Discloses Passive Stake in Pathward Financial — SC 13G · Feb 5, 2024
  Goldman Sachs Group Inc. has reported a new passive ownership stake in Pathward Financial, Inc. (formerly Meta Financial Group Inc.) as of December 29, 2023. Th
• PATHWARD FINANCIAL Files 8-K on Financial Results & Operations — 8-K · Jan 24, 2024
  PATHWARD FINANCIAL, INC. filed an 8-K on January 24, 2024, to announce its financial results and other operational updates. This filing, under the ticker CASH,
• BlackRock Amends Pathward Financial Stake (SC 13G/A) — SC 13G/A · Jan 23, 2024
  BlackRock Inc. filed an amended Schedule 13G/A on January 23, 2024, indicating a change in its ownership stake in Pathward Financial, Inc. as of December 31, 20
• Pathward Financial, Inc. Announces 2024 Annual Meeting of Stockholders — DEF 14A · Jan 17, 2024 Risk:
  PATHWARD FINANCIAL, INC. (CASH) filed a Proxy Statement (DEF 14A) with the SEC on January 17, 2024. The Annual Meeting of Stockholders for Pathward Financial, I

Risk Profile

Risk Assessment: Of CASH's 38 recent filings, 4 were flagged as high-risk, 11 as medium-risk, and 23 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.

Key Executives

• Abigail P. Johnson

Industry Context

Pathward operates in the dynamic financial services sector, characterized by increasing intersection between traditional banking and financial technology. The industry is marked by a strategic focus on financial inclusion, serving underserved markets, and leveraging partnerships to deliver specialized products. Competition is intense, with players ranging from large established institutions to agile fintech firms, all navigating evolving regulatory landscapes and customer demands for accessible financial solutions.

Top Tags

financials (6) · 8-k (5) · 8-K (5) · institutional-ownership (5) · sec-filing (4) · Banking (4) · regulatory-filing (4) · 10-Q (4) · financial-condition (3) · SEC Filing (3)

Key Numbers

• Loans and leases receivable, net: $4.61 billion — Increased from $4.00 billion in 2024, representing 64% of total assets
• Loans and leases as percentage of total assets: 64% — Increased from 53% in 2024, indicating higher asset utilization in lending
• Adjustable-rate loans and leases: 67.8% — Increased from 59.1% in 2024, shifting portfolio interest rate sensitivity
• Allowance for credit losses: $53.32 million — Decreased from $71.77 million in 2024 despite loan growth
• Concentration in solar/alternative energy: 60% — Within the term lending portfolio exposure as of September 30, 2025
• Aggregate market value of voting stock held by non-affiliates: $1.70 billion — As of March 31, 2025
• Shares of common stock outstanding: 22,339,006 — As of November 19, 2025
• Date of commercial insurance premium finance business sale: October 31, 2024 — Completed sale to AFS IBEX Financial Services, LLC
• Independent tax offices served: 42,000 — Through professional tax solutions
• Largest lending relationship to a single borrower: $109.5 million — As of September 30, 2025
• Net income attributable to parent (Q3 2025): $42.1M — Decreased from $44.9 million in Q3 2024
• Net income attributable to parent (9 months ended June 30, 2025): $147.1M — Decreased from $149.7 million in the prior-year period
• Total assets (June 30, 2025): $7.23B — Decreased from $7.53 billion at September 30, 2024
• Gain on divestitures: $15.0M — Resulted from the sale of the commercial insurance premium finance business
• Provision for credit loss (9 months ended June 30, 2025): $63.2M — Increased from $49.4 million in the prior-year period

Forward-Looking Statements

• {"claim":"Pathward Financial's stock price will see minimal impact from this filing.","entity":"Pathward Financial Inc.","targetDate":"2024-02-20","confidence":"high"}
• {"claim":"Vanguard will continue to hold a significant, but passive, stake in Pathward Financial.","entity":"The Vanguard Group","targetDate":"2025-02-13","confidence":"high"}
• {"claim":"PATHWARD FINANCIAL will continue to file routine compliance documents without significant market impact.","entity":"PATHWARD FINANCIAL, INC.","targetDate":"2024-12-31","confidence":"high"}
• {"claim":"Pathward Financial Inc. stock may experience increased investor confidence due to FMR LLC's significant stake.","entity":"PATHWARD FINANCIAL, INC.","targetDate":"next 3-6 months","confidence":"medium"}
• {"claim":"PATHWARD FINANCIAL will continue to report on these specific income streams in future 10-Q filings.","entity":"PATHWARD FINANCIAL, INC.","targetDate":"2024-06-30","confidence":"high"}

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