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CASEY’S GENERAL STORES, INC. (CASY) reported strong first‑quarter fiscal 2027 results, with total revenue of $5.68 billion, up 24.3% from a year earlier, and net income of $273.7 million, up 27.1%.
Diluted EPS rose to $7.37 from $5.77, driven by higher profitability in both in‑store categories and fuel. EBITDA increased 17.1% to $485.1 million. Same‑store prepared food and dispensed beverage sales grew 4.8% and grocery and general merchandise grew 2.7%, while same‑store fuel gallons declined 0.3% but fuel revenue benefited from a 33.0% increase in average retail fuel price and higher cents‑per‑gallon contribution.
Operating cash flow was $384.1 million, exceeding capital expenditures and acquisitions of $238.3 million. CASY ended the quarter with $524.1 million in cash, a current ratio of about 1.02x, and total long‑term debt (including current portion) of about $2.43 billion, supported by an $850 million revolving credit facility with $42.6 million drawn. The company operated 2,959 stores across 19 states and continued returning capital via repurchasing 54,647 shares for $45.6 million under its expanded $1.0 billion authorization.
Casey’s General Stores, Inc. (CASY) reported strong first-quarter results for the three months ended July 31, 2026, with diluted EPS of $7.37, up 27.7% year over year. Net income rose to $273.7 million and EBITDA to $485.1 million, both driven by higher inside and fuel gross profit.
Inside same-store sales increased 3.2% with an inside margin of 42.2%, lifting total inside gross profit to $749.8 million, up 6.3%. Fuel same-store gallons were down 0.3%, but total fuel gallons grew 2.5% and fuel margin expanded to 47.8¢ per gallon, raising fuel gross profit 19.6% to $446.9 million.
Operating expenses increased 8.0%, partly from 64 additional stores. Casey’s ended the quarter with about $1.4 billion in liquidity, including $524 million in cash, and repurchased $45.6 million of shares with $973 million remaining under authorization. The board approved a quarterly dividend of $0.65 per share and reaffirmed fiscal 2027 guidance, including expected EBITDA growth of 8–10% and at least 120 new store openings.
CASEYS GENERAL STORES INC (CASY) director Cara Kay Heiden reported the vesting and settlement of restricted stock units into common stock. On September 2, 2026, 326 restricted stock units converted into 326 shares of common stock as non-employee director equity compensation under the 2025 Stock Incentive Plan, following vesting at the 2026 annual shareholders meeting. After this transaction, Heiden directly holds 9,869 shares of common stock, and no restricted stock units remain from this award. No Rule 10b5-1 trading plan is reported.
CASEYS GENERAL STORES INC (CASY) director Stanley J. Sutula III reported equity compensation transactions on September 2, 2026. He received a grant of 220 restricted stock units, each representing one share of Common Stock, as non-employee director compensation under the 2025 Stock Incentive Plan; this award will vest in full on the date of Casey's 2027 annual shareholders' meeting. On the same date, 51 previously granted restricted stock units vested under the same plan and were converted into 51 shares of Common Stock acquired directly. No Rule 10b5-1 trading plan is reported for these transactions.
CASEYS GENERAL STORES INC (CASY) reported that director Mike Spanos had equity compensation activity on September 2, 2026. He received a grant of 220 restricted stock units, each representing one share of Common Stock, as non-employee director compensation under the 2025 Stock Incentive Plan, scheduled to vest in full at Casey's 2027 annual shareholders meeting. On the same date, 326 previously granted restricted stock units vested and were converted into 326 shares of Common Stock, increasing his directly held Common Stock to 5,084 shares. No Rule 10b5-1 trading plan is reported for these transactions.
CASEYS GENERAL STORES INC (CASY) director Donald Frieson reported equity compensation activity on September 2, 2026. He received a grant of 220 restricted stock units under the 2025 Stock Incentive Plan, scheduled to vest in full at Casey's 2027 annual shareholder meeting. On the same date, 326 restricted stock units vested and were exercised, converting into 326 shares of Common Stock, bringing his directly held Common Stock to 3,922 shares. Each restricted stock unit represents the right to receive one share of Common Stock upon vesting, and no Rule 10b5-1 trading plan is reported.
CASEYS GENERAL STORES INC (CASY) director Greg Trojan reported equity compensation activity involving restricted stock units. On September 2, 2026, he received a grant of 220 restricted stock units, each representing one share of common stock, as non-employee director equity compensation under the 2025 Stock Incentive Plan; this award will vest in full on the date of Casey's 2027 annual shareholder meeting. On the same date, 326 restricted stock units vested and were exercised into 326 shares of Common Stock related to a prior award that vested on the date of Casey's 2026 annual shareholder meeting, resulting in 2,585 shares of Common Stock held directly after the conversion. No transactions were reported as made under a Rule 10b5-1 trading plan.
CASEYS GENERAL STORES INC (CASY) director Larree M. Renda reported equity compensation changes on September 2, 2026. She received a grant of 220 restricted stock units as non-employee director compensation under the 2025 Stock Incentive Plan, which will vest in full on Casey's 2027 annual shareholder meeting date. On the same date, 326 previously granted restricted stock units vested and were converted into 326 shares of Common Stock, bringing her direct holdings to 7,837 Common shares, including 22 shares acquired through a dividend reinvestment plan. No Rule 10b5-1 trading plan is reported.
CASEYS GENERAL STORES INC (CASY) reported that director David K. Lenhardt received an equity grant and a vesting event on September 2, 2026. He was granted 220 restricted stock units as non-employee director compensation under the 2025 Stock Incentive Plan, scheduled to vest in full at Casey’s 2027 annual shareholders’ meeting. On the same date, 326 restricted stock units vested and were converted into 326 shares of Common Stock, also under the 2025 Stock Incentive Plan. Following these transactions, he directly owns 5,380 shares of Common Stock. No Rule 10b5‑1 trading plan is indicated.
CASEYS GENERAL STORES INC (CASY) director Maria Castanon Moats reported equity compensation-related transactions on September 2, 2026. She exercised 326 restricted stock units, receiving the same number of Common Stock shares, and received a new award of 220 restricted stock units under the 2025 Stock Incentive Plan. Following these transactions, she held 1,129 shares of Common Stock directly. The vested RSUs were tied to Casey's 2026 annual shareholders meeting, and the new RSU award is scheduled to vest in full on the date of the 2027 annual shareholders meeting.