Meta Financial Group Inc

CASH.US
Financial Services · Banks - Regional
88.64
+2.49 (+2.89%)
USD · NASDAQ

Company Information

Company Name
Meta Financial Group Inc
Sector
Financial Services
Industry
Banks - Regional
Exchange
NASDAQ
ISIN: US59100U1088
CIK: 0000907471
CUSIP: 320878101
Currency: USD
Full Time Employees: 1,196
Phone: 877 497 7497
Fiscal Year End: September
IPO Date: Sep 21, 1993
Description:

Pathward Financial, Inc. operates as the bank holding company for Pathward, National Association that provides various banking products and services in the United States. It operates through three segments: Consumer, Commercial, and Corporate Services/Other. The company offers demand deposit accounts, savings accounts, and money market savings accounts. It also provides commercial finance product comprising term lending, asset-based lending, factoring, lease financing, insurance premium finance, government guaranteed lending, and other commercial finance products; installment and revolving consumer lending products; tax services, which includes short-term refund advance loans and short-term electronic return originator advance loans; and warehouse financing services. In addition, the company offers payment solutions, such as acceptance, processing, and settlement of credit card and debit card payments, financial processing services for freestanding ATMs; digital payments; and merchant services, as well as issues debit and prepaid cards. The company was formerly known as Meta Financial Group, Inc. and changed its name to Pathward Financial, Inc. in July 2022. Pathward Financial, Inc. was founded in 1954 and is based in Sioux Falls, South Dakota.

Address:

5501 South Broadband Lane, Sioux Falls, SD, United States, 57108

People

Directors & Officers

Name Title Year Born
Mr. Brett L. Pharr CEO & Director 1962
Mr. Anthony M. Sharett J.D. President 1977
Mr. Gregory A. Sigrist CPA Executive VP & CFO 1968
Mr. Charles C. Ingram Executive VP, Chief Information & Operations Officer 1970
Ms. Nadia A. Dombrowski J.D. Executive VP and Chief Legal & Administrative Officer 1962
Ms. Jennifer W. Warren Senior VP & Chief Accounting Officer 1984
Ms. Darby Schoenfeld CPA Senior VP and Chief of Staff & Investor Relations NA
Catherine McGlown Senior Vice President of Communications, Sustainability & Public Policy NA
Ms. Anajana Bernde SPHR Executive VP and Chief People & Culture Officer 1970
Mr. Michael D. Lister Head of Tax Services Division 1954

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Feb 23, 2026 Brett L Pharr N/A Sale 15.64K $93.88 $1.47M
Oct 31, 2025 Douglas J Hajek N/A Sale 3.00K $68.11 $204.33K
Oct 24, 2025 Anthony M Sharett N/A Sale 11.50K $71.55 $822.83K
Oct 24, 2025 Nadia Dombrowski N/A Sale 5.00K $71.46 $357.30K
Apr 29, 2025 Kendall E Stork N/A Sale 4.00K $79.33 $317.32K

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 3.16M Mar 31, 2026 14.97% $0.00 -3.48%
FMR Inc 1.96M Mar 31, 2026 9.27% $0.01 13.92%
Vanguard Group Inc 1.52M Dec 31, 2025 7.19% $0.00 -18.32%
State Street Corp 1.33M Mar 31, 2026 6.29% $0.00 2.62%
American Century Companies Inc 1.14M Mar 31, 2026 5.39% $0.05 -4.20%
Dimensional Fund Advisors, Inc. 1.09M Mar 31, 2026 5.18% $0.02 -1.02%
Vanguard Capital Management, LLC 750.16K Mar 31, 2026 3.55% $0.00 0.00%
Pure Financial Advisors, INC. 738.86K Mar 31, 2026 3.50% $0.95 -47.61%
Geode Capital Management, LLC 699.75K Mar 31, 2026 3.31% $0.00 1.10%
Earnest Partners LLC 573.51K Mar 31, 2026 2.72% $0.21 0.00%
Vanguard Portfolio Management, LLC 436.44K Mar 31, 2026 2.07% $0.00 0.00%
Neumeier Investment Counsel LLC 356.20K Mar 31, 2026 1.69% $2.62 34.87%
Bank of America Corp 302.50K Mar 31, 2026 1.43% $0.00 571.33%
Comerica Bank 296.00K Dec 31, 2025 1.40% $0.08 371.17%
JPMorgan Chase & Co 274.96K Mar 31, 2026 1.30% $0.00 -18.66%
Two Sigma Investments LLC 269.96K Mar 31, 2026 1.28% $0.02 43.60%
Mawer Investment Management Ltd 268.54K Mar 31, 2026 1.27% $0.16 -13.55%
Charles Schwab Investment Management Inc 267.44K Mar 31, 2026 1.27% $0.00 -2.67%
New York State Common Retirement Fund 263.91K Mar 31, 2026 1.25% $0.03 750.07%
Northern Trust Corp 257.14K Mar 31, 2026 1.22% $0.00 3.09%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 1.27M 6.02% ▲ 0.00% Jun 30, 2026
2 Avantis US Small Cap Value ETF 650.28K 3.08% ▲ 0.04% Jun 30, 2026
3 Fidelity Stock Selector Small Cap 617.50K 2.93% ▲ 0.00% Apr 30, 2026
4 Fidelity Series Small Cap Opps 555.50K 2.63% ▲ 0.00% Apr 30, 2026
5 iShares Russell 2000 ETF 552.42K 2.62% ▲ 0.00% Jun 30, 2026
6 Vanguard Total Stock Mkt Idx Inv 471.96K 2.24% ▼ 4.12% Jun 30, 2026
7 State Street® SPDR® S&PRgnllBkgETF 356.14K 1.69% ▲ 2.10% Jun 30, 2026
8 Neumeier Poma Small Cap Value 320.80K 1.52% ▼ 6.61% Jun 30, 2026
9 American Century Small Cap Value Inv 250.00K 1.18% ▲ 19.05% Jun 30, 2026
10 American Century U.S. Small Cap Value 250.00K 1.18% ▲ 19.05% Jun 30, 2026

Financial Highlights

Market Cap: $1.82B
P/E Ratio: $10.78
PEG Ratio: $0.20
Book Value: $40.47
Dividend/Share: $0.05
Dividend Yield: 0.06%
Earnings/Share: $7.99
Profit Margin: 23.38%
Operating Margin: 20.52%
ROA (TTM): 2.43%
ROE (TTM): 21.18%
Revenue (TTM): $752.03M
Revenue/Share (TTM): $34.30
Earnings Growth (YOY): -24.50%
Revenue Growth (YOY): -13.50%

Valuation Metrics

Enterprise Value: $1.86B
Trailing P/E: 10.78
Forward P/E: 11.24

Shares Statistics

Shares Outstanding: 21.11M
Shares Float: 20.72M
% Insiders: 144.60%
% Institutions: 10,231.70%
Short % Float: 12.68%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$685.23M
Cost of Goods Sold
adjust
$-68.37M
Gross Profit
subtotal
$616.86M
SG&A
adjust
$-200.50M
Other Operating Expense
adjust
$-193.31M
Operating Income
subtotal
$223.05M
Other / Non-Operating Items
adjust
$-37.18M
Net Income
subtotal
$185.87M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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