PATHWARD FINANCIAL Files 8-K on Financial Results & Operations

Ticker: CASH · Form: 8-K · Filed: Jan 24, 2024 · CIK: 907471

Complexity: simple

Sentiment: neutral

Topics: financial-results, regulation-fd, corporate-update

TL;DR

**PATHWARD FINANCIAL (CASH) just dropped an 8-K on financial results, stay tuned for details.**

AI Summary

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, indicates the company is providing current information to the market, which is crucial for investors to understand its recent performance and any material changes. For shareholders, this means staying informed about the company's health and strategic direction, which can influence stock valuation and future investment decisions.

Why It Matters

This filing provides investors with the latest financial and operational information, enabling them to make informed decisions about their investment in PATHWARD FINANCIAL, INC. (CASH).

Risk Assessment

Risk Level: low — This 8-K is a routine disclosure of financial results and operational updates, not indicating any immediate new risks.

Analyst Insight

A smart investor would await the full details of the 'Results of Operations and Financial Condition' mentioned in this 8-K before making any significant investment decisions regarding PATHWARD FINANCIAL, INC. (CASH).

Key Numbers

Key Players & Entities

Forward-Looking Statements

FAQ

What is the primary purpose of this 8-K filing by PATHWARD FINANCIAL, INC.?

The primary purpose of this 8-K filing, dated January 24, 2024, is to report on 'Results of Operations and Financial Condition' and 'Regulation FD Disclosure,' indicating the company is providing updates on its recent financial performance and other material information.

What is the trading symbol for PATHWARD FINANCIAL, INC. and on which exchange is it listed?

PATHWARD FINANCIAL, INC.'s trading symbol is CASH, and its Common Stock, $.01 par value, is registered on The NASDAQ Stock Market LLC.

What is the earliest event reported date in this 8-K filing?

The Date of Report (Date of earliest event reported) for this 8-K filing is January 24, 2024.

Where is PATHWARD FINANCIAL, INC.'s principal executive office located?

PATHWARD FINANCIAL, INC.'s principal executive office is located at 5501 South Broadband Lane, Sioux Falls, South Dakota 57108.

Has PATHWARD FINANCIAL, INC. had any previous names according to the filing?

Yes, the filing indicates that PATHWARD FINANCIAL, INC. was formerly known as META FINANCIAL GROUP INC. (name changed on 20050208) and even earlier as FIRST MIDWEST FINANCIAL INC. (name changed on 19930618).

Filing Stats: 708 words · 3 min read · ~2 pages · Grade level 10.9 · Accepted 2024-01-24 16:11:25

Filing Documents

02 Results of Operations and Financial Condition

Item 2.02 Results of Operations and Financial Condition. On January 24, 2024, the Registrant issued a press release announcing its results of operations and financial condition as of and for the three months ended December 31, 2023. A copy of the press release is attached as Exhibit 99.1 to this report and is incorporated into this Item 2.02 by reference. The information in this Item 2.02, including Exhibit 99.1, shall not be deemed to be "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities thereof, nor shall it be deemed to be incorporated by reference in any filing under the Exchange Act or under the Securities Act of 1933, as amended (the "Securities Act"), except to the extent specifically provided in any such filing.

01 Regulation FD Disclosure

Item 7.01 Regulation FD Disclosure. Information is being furnished herein in Exhibit 99.2 with respect to the Quarterly Investor Update slide presentation prepared for use in connection with the Company's conference call and earnings webcast for the first quarter of fiscal 2024. The Quarterly Investor Update slide presentation is dated January 24, 2024 and the Company does not undertake to update the materials after that date. This presentation is also available under the Presentations link in the Investor Relations - Events & Presentations section of the Company's website at https://pathwardfinancial.com. The information in this Item 7.01, including Exhibit 99.2, shall not be deemed to be "filed" for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities thereof, nor shall it be deemed to be incorporated by reference in any filing under the Exchange Act or under the Securities Act, except to the extent specifically provided in any such filing.

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits. (d) Exhibits Exhibit Number Description of Exhibit 99.1 Press Release of Pathward Financial, Inc., dated January 24, 2024 regarding the results of operations and financial condition. 99.2 Quarterly Investor Update slide presentation for the First Quarter of Fiscal Year 2024, dated January 24, 2024, prepared for use with the Press Release. 104 Cover Page Interactive Data File (embedded within the Inline XBRL document). SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. PATHWARD FINANCIAL, INC. Date: January 24, 2024 By: /s/ Gregory A. Sigrist Gregory A. Sigrist Executive Vice President and Chief Financial Officer

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