Highest-materiality recent filing
Pathward Q3 net income $29M ($1.37 EPS) down 31% YoY; nonperforming assets surge to $277.5M
Net income of $29.0M ($1.37 diluted EPS) vs $42.1M ($1.81) in Q3 FY2025.
Pathward Q2 fiscal 2026 net income $72.9M ($3.35 EPS); revenue up 9% on tax products
Net income $72.9M ($3.35 diluted EPS) vs $75.0M ($3.14) a year ago; EPS up 7% on share repurchases.
Pathward Financial Q1 FY2026 net income $35.2M, EPS $1.57
Net income $35.2M, diluted EPS $1.57, vs $30.0M, $1.23 YoY.
Crowe dismissed as auditor effective Dec 23, 2025; KPMG appointed for fiscal year ending Sept 30, 2026.
Pathward Financial Q4 net income $38.8M ($1.69 EPS) vs $33.5M YoY; FY net income $185.9M
Q4 revenue $186.7M (+4% YoY); NIM 7.46% vs 7.32% YoY.
Pathward receives second Nasdaq notice for late 10-Q; must update compliance plan by Sep 10
Received Nasdaq notice on Aug 26, 2025 for failure to timely file Form 10-Q for June 30, 2025 quarter.
Pathward Financial Q3 net income $42.1M ($1.81 EPS), revenue up 4%; plans restatement
Net income $42.1M ($1.81 diluted EPS) vs $44.9M ($1.78) in Q3 FY24; total revenue $195.8M, +4% YoY.
Pathward Financial restates financials for FY2023-2024 and interim periods; cites accounting errors
Non-reliance on FY2023, FY2024, and interim periods through March 31, 2025; errors in gross vs. net basis accounting for third-party lending.
Nasdaq notice on May 22, 2025 for failure to timely file Form 10-Q for quarter ended March 31, 2025.
Pathward Financial Q2 net income $74.3M ($3.11 EPS) vs $65.3M ($2.56) year ago; revenue up 6%
Total revenue $262.9M, up 6% YoY; NIM expanded 27bp to 6.50%.
Net income $31.4M ($1.29 EPS) vs $27.7M ($1.06 EPS) a year ago; total revenue up 7% to $173.5M.
Completed sale of commercial insurance premium finance business for $603.3M cash on Oct 31, 2024.
Pathward extends closing date for premium finance business sale to Nov 1; gets $1M fee
Original close date of Oct 22, 2024 missed; parties now target Nov 1, 2024.
Pathward Q4 EPS $1.35, full-year EPS $6.62, above guidance high end
Q4 net income $33.6M ($1.35/diluted share) vs $35.9M ($1.36) YoY; revenue $167.9M, +4%.
Pathward sells commercial insurance premium finance loan portfolio for $617M plus $31M premium
Pathward N.A. entered definitive agreement to sell its commercial insurance premium finance business to AFS IBEX Financial Services, LLC (Honor Capital subsidiary).
Pathward Q3 EPS $1.66, revenue $176.7M (+7% YoY), NIM expands to 6.56%
Net income $41.8M ($1.66 diluted EPS) vs $45.1M ($1.68) in prior-year Q3.
GAAP net income $65.3M ($2.56 EPS) vs $54.8M ($1.99) prior year; adjusted EPS $2.18.
Pathward Financial Q1 fiscal 2024 net income $27.7M ($1.06 EPS), revenue up 9%
Net income $27.7M ($1.06 diluted EPS) vs $27.8M ($0.98) prior year; revenue $162.8M (+9%).
Pathward Financial Q4 net income $35.9M ($1.36 EPS); raises FY2024 guidance to $6.20-$6.70
Q4 net income $35.9M, EPS $1.36 vs $23.4M, $0.81 YoY; full year net income $163.6M, EPS $5.99 vs $156.4M, $5.26.
Pathward appoints Greg Sigrist as CFO, succeeding Glen Herrick retiring Dec 31, 2023
Greg Sigrist appointed EVP, CFO-designee effective Nov 1, 2023; becomes CFO after FY 2023 10-K filing.
Pathward declares $0.05 dividend, authorizes new 7M-share buyback through 2028
Cash dividend of $0.05/share for Q4 FY2023, payable Oct 2, 2023 to holders of record as of Sep 12, 2023.
Net income $45.1M ($1.68 EPS) vs $22.4M ($0.76) YoY; revenue $165.2M, +31%.
Pathward Financial Q2 net income $54.8M, EPS $1.99; reaffirms FY2023 guidance
Net income $54.8M ($1.99 diluted EPS) vs $49.3M ($1.66) YoY; adjusted net income $60.3M ($2.18).
Pathward Financial Q1 GAAP EPS $0.98, raises FY2023 guidance to $5.55-$5.95
Net income $27.8M ($0.98 diluted EPS) vs $61.3M ($2.00) a year ago; adjusted EPS $0.81 vs $0.78.
On February 27, 2024, the Board of Directors (the “Board”) of Pathward Financial, Inc. (the “Company”) appointed Neeraj Mehta as a member of the Board, effective immediately.
After the Effective Time, Mr. Herrick will continue his employment with the Company as Executive Vice President, Executive Advisor to the Chief Executive Officer through December 29, 2023
On October 2, 2023, Pathward Financial, Inc. (the “Company”) appointed Gregory A. Sigrist as Executive Vice President, Chief Financial Officer of the Company and Pathward, N.A., (the “Bank”) effective immediately after the filing of the Form 10-K for the fiscal year ended September 30, 2023
Ms. Theisen will no longer be succeeding Mr. Herrick as CFO.
On February 28, 2023, the Board of Directors (the “Board”) of Pathward Financial, Inc. (the “Company”) appointed Christopher Perretta as a member of the Board, effective immediately.
On October 27, 2022, Pathward Financial, Inc. (the “Company”) announced that Sonja Theisen, Executive Vice President, Governance, Risk, and Compliance, will succeed Glen W. Herrick as Chief Financial Officer effective as of April 30, 2023.
On October 27, 2022, Pathward Financial, Inc. (the “Company”) announced that Sonja Theisen, Executive Vice President, Governance, Risk, and Compliance, will succeed Glen W. Herrick as Chief Financial Officer effective as of April 30, 2023.
has terminated Kia S. Tang, the Bank’s Executive Vice President, Chief People and Inclusion Officer, effective on May 6, 2022.
on September 1, 2021 the Board appointed Brett L. Pharr, 59, as Chief Executive Officer and Anthony M. Sharett, 44, as President of Meta Financial, and MetaBank’s Board appointed Mr. Pharr as the Chief Executive Officer and Mr. Sharett as President of MetaBank, effective as of October 1, 2021.
on September 1, 2021 the Board appointed Brett L. Pharr, 59, as Chief Executive Officer and Anthony M. Sharett, 44, as President of Meta Financial, and MetaBank’s Board appointed Mr. Pharr as the Chief Executive Officer and Mr. Sharett as President of MetaBank, effective as of October 1, 2021.
Bradley C. Hanson, President and Chief Executive Officer of the Meta Financial Group, Inc. ("Meta Financial") and Co-President and Chief Executive Officer of MetaBank, National Association, a wholly-owned subsidiary of the Company ("MetaBank", together with Meta Financial, the "Company") will retire from his positions at Meta Financial and MetaBank, including the Board of Directors of MetaBank ("MetaBank’s Board").
Max materiality 0.85 · Median 0.48 · Most common event dividend