Every 8-K that Pathward Financial, Inc. (CASH) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CASH and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CASH filings page.
Pathward Financial, Inc. (CASH) disclosed that President Anthony Sharett has resigned from his position at the company and its wholly owned subsidiary Pathward, N.A., effective October 23, 2026, after notifying the company on September 14, 2026.
The company states it intends to implement its succession plan and will reorganize the President’s responsibilities among existing executive team members. Pathward Financial acknowledges Mr. Sharett’s prior service, including in roles as chief legal and compliance officer, general counsel and corporate secretary.
Pathward Financial, Inc. (CASH) announced a cash dividend for the fourth quarter of its fiscal year 2026. The company will pay a $0.05 per share cash dividend, payable on October 1, 2026 to shareholders of record as of September 10, 2026.
Pathward reported that at June 30, 2026 it had total assets of $7.31 billion and shareholders’ equity of $851.1 million, providing balance-sheet context for the dividend declaration. Pathward operates as a U.S.-based financial holding company, offering payments sponsorship and lending services through its subsidiary Pathward®, N.A.
Pathward Financial, Inc. reported fiscal third‑quarter 2026 net income of $29.0 million and diluted EPS of $1.37, down from $42.1 million and $1.81 a year earlier. Results reflected a higher provision for credit losses of $28.3 million and net charge‑offs of $16.0 million, largely within commercial finance.
Commercial finance loans grew to $4.32 billion, 85% of the portfolio, helping lift new originations to $1.86 billion and keeping net interest margin at 6.59% (adjusted 5.27%). However, nonperforming loans rose to $275.1 million, or 5.28% of loans, and nonperforming assets reached $277.5 million, or 3.79% of total assets, mainly tied to certain renewable energy projects. Tax services remained a bright spot, with product revenue of $107.7 million and product income of $77.1 million, up 13% and 29%. The allowance for credit losses increased to $109.8 million, or 2.15% of loans, while the company maintained strong capital with a common equity Tier 1 ratio of 11.51% and continued share repurchases.
Pathward Financial, Inc. declared a cash dividend of $0.05 per share for the third fiscal quarter of 2026. The dividend will be paid on July 1, 2026 to shareholders of record as of June 11, 2026.
Pathward reports $7.11 billion in total assets and $850.7 million in shareholders’ equity as of March 31, 2026, highlighting the company’s balance sheet size supporting this regular cash return to shareholders.
Pathward Financial, Inc. reported fiscal 2026 second‑quarter net income of $72.9 million, or $3.35 per diluted share, compared with $75.0 million, or $3.14 per share, a year earlier. Total revenue was $276.3 million, with noninterest income up 9% to $151.2 million, driven by strong card, deposit and tax-related fees.
Tax services product revenue for the first six months rose 13% to $95.7 million, while refund advance originations increased to $1.87 billion from $1.66 billion and loss rates improved. Net interest margin declined to 6.63% from 7.12%, mainly due to a prior consumer finance portfolio sale, but adjusted NIM was 5.32% versus 5.09%.
Total gross loans and leases reached $4.87 billion, up from $4.46 billion a year earlier, led by commercial finance growth. The allowance for credit losses increased sequentially to $98.3 million, or 2.02% of total loans and leases, and nonperforming loans rose to $117.7 million, or 2.39% of loans. The company repurchased 855,201 shares at an average price of $84.15 and remained well‑capitalized, with a Tier 1 leverage ratio of 8.62% at the holding company and 8.85% at the bank.
Pathward Financial, Inc. has declared a cash dividend of $0.05 per share for the second quarter of its fiscal year 2026. The dividend will be paid on April 1, 2026 to shareholders of record as of March 12, 2026.
As of December 31, 2025, Pathward Financial reported total assets of $7.56 billion and shareholders’ equity of $853.7 million, providing context for its ability to return capital while operating as a U.S.-based financial holding company focused on financial inclusion.
Pathward Financial, Inc. held its 2026 annual stockholders meeting virtually on February 24, 2026. Shareholders elected three directors—Douglas J. Hajek, Christopher Perretta, and Kendall E. Stork—to three-year terms ending in 2029. They also approved, on a non-binding basis, the compensation of the company’s named executive officers.
Investors recommended holding future advisory votes on executive pay every one year, and the Compensation Committee decided to follow this annual schedule until at least the next frequency vote, anticipated no later than the 2032 annual meeting. Shareholders also ratified KPMG LLP as independent auditors for the fiscal year ending September 30, 2026.
Pathward Financial, Inc. furnished an earnings update and investor materials related to its first quarter of fiscal 2026. The company issued a press release announcing its results of operations and financial condition as of and for the three months ended December 31, 2025, and attached it as Exhibit 99.1. It also furnished a Quarterly Investor Update slide presentation, dated January 22, 2026, as Exhibit 99.2 for use in its conference call and earnings webcast, with the same materials available in the Investor Relations section of its website. The company specifies that the information in these exhibits is being furnished, not filed, under the Exchange Act and Securities Act.
Pathward Financial, Inc. (CASH) reported that its board has declared a cash dividend for the first quarter of fiscal year 2026. The company disclosed this in a current report and noted that the details of the dividend are contained in a press release dated November 20, 2025, which is included as an exhibit. The filing is an informational update and does not describe any other major corporate or financial changes.
Pathward Financial (CASH) furnished an 8‑K announcing results for the three months and fiscal year ended September 30, 2025. The company issued a press release and posted a Quarterly Investor Update presentation for the fourth quarter of fiscal 2025 to accompany its conference call and earnings webcast.
The press release (Exhibit 99.1) and presentation (Exhibit 99.2) were furnished under Items 2.02 and 7.01 and are not deemed filed under the Exchange Act. Materials are dated October 21, 2025.
Pathward Financial disclosed it received a Nasdaq notice for failure to timely file required periodic reports, related to restatements involving gross-versus-net presentation and derivative accounting within certain Consumer Solutions lending and servicing relationships. The company filed an amended annual report for fiscal 2024 and is working to amend a prior quarterly report and to file subsequent quarterly reports. Nasdaq granted an extension to regain compliance until November 13, 2025 but requires an updated compliance plan by September 10, 2025 and will not grant further extensions. The notice does not affect current listing or trading while the company pursues remediation.
Pathward Financial, Inc. filed a report stating that on August 21, 2025 it issued a press release announcing the declaration of a cash dividend for the fourth quarter of its fiscal year 2025. This means the company has approved a cash payment to its shareholders for that quarter, with the specific dividend terms described in the press release. The press release is included as Exhibit 99.1, and no other corporate actions or financial results are described in this report.