Pathward Financial, Inc. (formerly known as MetaBank) is a U.S.-based banking and financial services company. It adopted its current name in 2022 after its parent, Meta Financial Group, sold the "Meta" trademark to Meta Platforms.
| trading_symbol | registrant_name | time | price | change | percentage_change | 
|---|---|---|---|---|---|
| CASH | PATHWARD FINANCIAL, INC. | 2025-10-30 15:39:44 | 68.57 | 0 | 0 | 
| trading_symbol | central_index_key | registrant_name | isin_number | lei_number | ein_number | exchange | sic_code | sic_description | fiscal_year_end | state_of_incorporation | address_street | address_city | address_state | address_zip_code | address_country | address_country_code | phone_number | mailing_address | business_address | former_name | industry | founding_date | chief_executive_officer | number_of_employees | website | market_cap | shares_issued | shares_outstanding | description | update_time | 
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CASH | 0000907471 | PATHWARD FINANCIAL, INC. | US59100U1088 | 5493004X52BH1NBLW813 | 421406262 | Nasdaq | 6021 | National Commercial Banks | 0930 | DE | 5501 SOUTH BROADBAND LANE | SIOUX FALLS | SD | 57108 | UNITED STATES | US | 6057821767 | 5501 SOUTH BROADBAND LANE, SIOUX FALLS, SD, 57108 | 5501 SOUTH BROADBAND LANE, SIOUX FALLS, SD, 57108 | META FINANCIAL GROUP INC | Financial services | 1954 | Brett Pharr | 1,193 | https://www.pathward.com/ | 1,270,000,000 | 0 | 22,772,570 | Pathward Financial, Inc. (formerly known as MetaBank) is a U.S.-based banking and financial services company. It adopted its current name in 2022 after its parent, Meta Financial Group, sold the "Meta" trademark to Meta Platforms. | 2025-10-30 14:10:49 | 
| Fiscal Year | Market Cap | Change In Market Cap | Percentage Change In Market Cap | Shares Outstanding | Change In Shares Outstanding | Percentage Change In Shares Outstanding | 
|---|---|---|---|---|---|---|
| 2024 | 1,270,000,000 | 170,000,000 | 15.4545 | 22,772,570 | -3,216,493 | -12.3763 | 
| 2023 | 1,100,000,000 | -400,000,000 | -26.6667 | 25,989,063 | -2,477,770 | -8.7041 | 
| 2022 | 1,500,000,000 | 100,000,000 | 7.1429 | 28,466,833 | -2,081,670 | -6.8143 | 
| Executive Name | Executive Position | Fiscal Year | Salary | Bonus | Stock Awards | Incentive Plan Compensation | Other Compensation | Total Compensation | 
|---|---|---|---|---|---|---|---|---|
| Anthony M. Sharett | President | 2024 | 540,000 | 0 | 864,018 | 619,995 | 83,838 | 2,107,851 | 
| Charles C. Ingram | EVP | 2023 | 460,000 | 0 | 276,012 | 431,158 | 67,162 | 1,234,332 | 
| Brett L. Pharr | CEO | 2023 | 700,000 | 0 | 2,100,013 | 947,800 | 136,318 | 3,884,131 | 
| Glen W. Herrick | EVP, CFO | 2023 | 550,000 | 270,000 | 880,042 | 692,505 | 218,112 | 2,610,658 | 
| Anthony M. Sharett | President | 2023 | 520,000 | 0 | 832,034 | 612,612 | 80,321 | 2,044,967 | 
| Fiscal Year | Employee Count | 
|---|---|
| 2020 | 1,015 | 
| 2019 | 1,186 | 
| 2018 | 1,219 | 
| Fiscal Year | 2024 | 2023 | 2022 | 
|---|---|---|---|
| Revenue | 754,705,000 | 704,460,000 | 601,131,000 | 
| Cost Of Revenue | — | — | — | 
| Gross Profit | — | — | — | 
| Research And Development Expenses | — | — | — | 
| General And Administrative Expenses | — | — | — | 
| Operating Expenses | 5,964,000 | 3,947,000 | 5,044,000 | 
| Operating Income | — | — | — | 
| Net Income | 168,357,000 | 163,615,000 | 156,386,000 | 
| Earnings Per Share Basic | 6.63 | 6.01 | 5.26 | 
| Earnings Per Share Diluted | 6.62 | 5.99 | 5.26 | 
| Weighted Average Shares Outstanding Basic | 25,169,937 | 26,833,079 | 29,227,071 | 
| Weighted Average Shares Outstanding Diluted | 25,201,750 | 26,925,606 | 29,232,247 | 
| Fiscal Year | 2024 | 2023 | 2022 | 
|---|---|---|---|
| Cash And Cash Equivalents | 158,337,000 | 375,580,000 | 388,038,000 | 
| Marketable Securities Current | — | — | — | 
| Accounts Receivable | — | — | — | 
| Inventories | — | — | — | 
| Non Trade Receivables | — | — | — | 
| Other Assets Current | — | — | — | 
| Total Assets Current | — | — | — | 
| Marketable Securities Non Current | — | — | — | 
| Property Plant And Equipment | 39,055,000 | 39,160,000 | 41,710,000 | 
| Other Assets Non Current | — | — | — | 
| Total Assets Non Current | — | — | — | 
| Total Assets | 7,549,336,000 | 7,535,543,000 | 6,747,410,000 | 
| Accounts Payable | — | — | — | 
| Deferred Revenue | — | — | — | 
| Short Term Debt | 377,000,000 | 13,000,000 | 603,000 | 
| Other Liabilities Current | — | — | — | 
| Total Liabilities Current | — | — | — | 
| Long Term Debt | 33,354,000 | 33,873,000 | 36,028,000 | 
| Other Liabilities Non Current | — | — | — | 
| Total Liabilities Non Current | — | — | — | 
| Total Liabilities | 6,709,731,000 | 6,884,918,000 | 6,102,270,000 | 
| Common Stock | 248,000 | 262,000 | 288,000 | 
| Retained Earnings | 354,474,000 | 278,655,000 | 245,394,000 | 
| Accumulated Other Comprehensive Income | -153,394,000 | -255,443,000 | -213,080,000 | 
| Total Shareholders Equity | 839,882,000 | 651,630,000 | 645,170,000 | 
| Fiscal Year | 2024 | 2023 | 2022 | 
|---|---|---|---|
| Depreciation And Amortization | 57,765,000 | 64,955,000 | 61,601,000 | 
| Share Based Compensation Expense | 10,286,000 | 11,070,000 | 10,004,000 | 
| Other Non Cash Income Expense | 0 | -65,000 | -55,000 | 
| Change In Accounts Receivable | — | — | — | 
| Change In Inventories | — | — | — | 
| Change In Non Trade Receivables | 8,103,000 | 5,303,000 | 1,725,000 | 
| Change In Other Assets | 11,747,000 | -17,134,000 | 32,936,000 | 
| Change In Accounts Payable | — | — | — | 
| Change In Other Liabilities | — | — | — | 
| Cash From Operating Activities | 453,537,000 | 303,111,000 | 268,809,000 | 
| Purchases Of Marketable Securities | 3,465,000 | 156,885,000 | 907,361,000 | 
| Sales Of Marketable Securities | 0 | 0 | 265,951,000 | 
| Acquisition Of Property Plant And Equipment | 10,141,000 | 8,623,000 | 8,177,000 | 
| Acquisition Of Business | — | — | — | 
| Other Investing Activities | — | — | — | 
| Cash From Investing Activities | -227,661,000 | -920,758,000 | -310,872,000 | 
| Tax Withholding For Share Based Compensation | 86,853,000 | 120,437,000 | 168,235,000 | 
| Payments Of Dividends | 5,067,000 | 5,426,000 | 5,921,000 | 
| Issuance Of Common Stock | 3,000 | 1,000 | 1,000 | 
| Repurchase Of Common Stock | 6,100,000 | 2,500,000 | 4,000,000 | 
| Issuance Of Long Term Debt | 0 | 0 | 20,000,000 | 
| Repayment Of Long Term Debt | 0 | 0 | 75,000,000 | 
| Other Financing Activities | — | — | — | 
| Cash From Financing Activities | -443,200,000 | 604,858,000 | 117,818,000 | 
| Change In Cash | -217,243,000 | -12,458,000 | 74,019,000 | 
| Cash At End Of Period | 158,337,000 | 375,580,000 | 388,038,000 | 
| Income Taxes Paid | 19,633,000 | 14,056,000 | 13,940,000 | 
| Interest Paid | 20,909,000 | 10,819,000 | 5,259,000 | 
| Fiscal Year | 2024 | 2023 | 2022 | 
|---|---|---|---|
| Earnings Per Share | 6.63 | 6.01 | 5.26 | 
| Price To Earnings Ratio | 9.9563 | 7.6689 | 6.2662 | 
| Earnings Growth Rate | 10.3161 | 14.2586 | 20.0913 | 
| Price Earnings To Growth Ratio | 0.9651 | 0.5378 | 0.3119 | 
| Book Value Per Share | 33.3575 | 24.2471 | 22.0734 | 
| Price To Book Ratio | 1.9789 | 1.9008 | 1.4932 | 
| Ebitda | 700,873,000 | 253,500,000 | 236,799,000 | 
| Enterprise Value | 1,913,484,541.37 | 908,029,611.11 | 611,917,260.16 | 
| Dividend Yield | 0.003 | 0.0044 | 0.0061 | 
| Dividend Payout Ratio | 0.0301 | 0.0332 | 0.0379 | 
| Debt To Equity Ratio | 0.4886 | 0.0719 | 0.0568 | 
| Capital Expenditures | 57,660,000 | 62,405,000 | 58,423,000 | 
| Free Cash Flow | 395,877,000 | 240,706,000 | 210,386,000 | 
| Return On Equity | 0.2005 | 0.2511 | 0.2424 | 
| One Year Beta | 0.682 | 1.319 | 1.0552 | 
| Three Year Beta | 1.0743 | 1.1723 | 1.2843 | 
| Five Year Beta | 1.2424 | 1.2174 | 1.1723 | 
| Insider Name | Relationship To Issuer | Transaction Date | Amount Of Securities | Acquired Or Disposed | Securities Owned Following Transaction | 
|---|---|---|---|---|---|
| Pharr Brett L. | Director, Chief Executive Officer | 2025-10-27 | 5,952 | D | 59,122 | 
| Sharett Anthony M. | President | 2025-10-24 | 11,500 | D | 25,155 | 
| Dombrowski Nadia | Chief Legal and Admin Officer | 2025-10-24 | 5,000 | D | 6,528 | 
| Sigrist Greg | Chief Financial Officer | 2025-10-16 | 1,724 | D | 13,345 | 
| Pharr Brett L. | Director, Chief Executive Officer | 2025-10-16 | 4,676 | D | 65,074 | 
| Investor Name | Period Of Report | Market Value | Amount Of Securities | Price Per Security | 
|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 2025-09-30 | 476,698 | 6,441 | 74.0099 | 
| Westfuller Advisors, LLC | 2025-09-30 | 2,024 | 27 | 74.963 | 
| TEACHER RETIREMENT SYSTEM OF TEXAS | 2025-09-30 | 785,024 | 10,607 | 74.01 | 
| Parkside Financial Bank & Trust | 2025-09-30 | 223 | 3 | 74.3333 | 
| EMERALD MUTUAL FUND ADVISERS TRUST | 2025-09-30 | 1,226,494 | 16,572 | 74.01 | 
| Registrant Name | Period Of Report | Fund Name | Fund Symbol | Amount Of Units | Value In Usd | Percentage Value Compared To Assets | 
|---|---|---|---|---|---|---|
| SHELTON FUNDS | 2025-08-31 | K Shares | SMLKX | 886 | 70,410.42 | 0.1362 | 
| SHELTON FUNDS | 2025-08-31 | Investor Shares | SMCIX | 886 | 70,410.42 | 0.1362 | 
| ETF Series Solutions | 2025-08-31 | Vident U.S. Equity Strategy ETF | VUSE | 47,857 | 3,803,195.79 | 0.5406 | 
| SEI INSTITUTIONAL INVESTMENTS TRUST | 2025-08-31 | SIIT Extended Market Index Fund - Class A | SMXAX | 3,200 | 254,304 | 0.021 | 
| NORTHERN LIGHTS FUND TRUST II | 2025-08-31 | Longboard Fund Class I | LONGX | 2,300 | 182,781 | 0.1285 |