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PATHWARD FINANCIAL, INC.
CASHUnited States
69 filed reports · 956 financial concepts · 1 earnings calls · 0 media appearances
Filed reports
69 reports · Mar 2015 to Jun 2026Each report counts once it has at least one extracted financial fact. Also extracted from these reports: 74 guidance figures.
| Report type | Reports | Facts | Periods |
|---|---|---|---|
| Quarterly · 10-QSEC EDGAR | 35 | 11,994 | Mar 2015 to Jun 2026 |
| Current · 8-KSEC EDGAR | 21 | 80 | Sep 2015 to Mar 2026 |
| Annual · 10-KSEC EDGAR | 11 | 10,630 | Sep 2015 to Sep 2025 |
| Annual · 10-K/ASEC EDGAR | 1 | 1,680 | Sep 2024 |
| Quarterly · 10-Q/ASEC EDGAR | 1 | 335 | Dec 2024 |
Documents
| Period | Type | Period end | Published | Facts | Source |
|---|---|---|---|---|---|
| FY2026 Q3 | 10-Q | Jun 30, 2026 | Aug 6, 2026 | 749 | Open |
| FY2026 Q2 | 10-Q | Mar 31, 2026 | May 7, 2026 | 572 | Open |
| FY2026 Q2 | 8-K | Mar 31, 2026 | Apr 22, 2026 | 1 | Open |
| FY2026 Q1 | 10-Q | Dec 31, 2025 | Feb 5, 2026 | 565 | Open |
| FY2026 Q1 | 8-K | Dec 31, 2025 | Jan 22, 2026 | 1 | Open |
| FY2025 | 10-K | Sep 30, 2025 | Nov 25, 2025 | 1,794 | Open |
| FY2025 Q4 | 8-K | Sep 30, 2025 | Oct 21, 2025 | 1 | Open |
| FY2025 Q3 | 10-Q | Jun 30, 2025 | Sep 16, 2025 | 331 | Open |
| FY2025 Q2 | 10-Q | Mar 31, 2025 | Sep 10, 2025 | 321 | Open |
| FY2025 Q1 | 10-Q/A | Dec 31, 2024 | Sep 3, 2025 | 335 | Open |
| FY2025 Q1 | 10-Q | Dec 31, 2024 | Feb 6, 2025 | 2 | Open |
| FY2024 | 10-K/A | Sep 30, 2024 | Aug 29, 2025 | 1,680 | Open |
Financial data
956 concepts · 24,719 factsEach concept is one reported line item or metric. The count is how many values of it are held, across the periods shown.
Financial896 concepts · 20,592 facts · Dec 2012 to Jul 2026
- Unamortized initial direct costs79 · Sep 2018 to Jun 2026
- Thereafter76 · Mar 2019 to Jun 2026
- Earnings per share basic68 · Dec 2012 to Jun 2026
- Earnings per share diluted68 · Dec 2012 to Jun 2026
- Interest income expense net68 · Dec 2012 to Jun 2026
- Net income loss68 · Dec 2012 to Jun 2026
- Assets64 · Sep 2013 to Jun 2026
- Cash and cash equivalents at carrying value64 · Sep 2013 to Jun 2026
- Deposits64 · Sep 2013 to Jun 2026
- Stockholders equity (US GAAP)64 · Sep 2013 to Jun 2026
- Card processing63 · Sep 2013 to Jun 2026
- Comprehensive income net of tax63 · Sep 2013 to Jun 2026
- Gains losses on sales of other real estate63 · Sep 2013 to Jun 2026
- Goodwill (US GAAP)63 · Sep 2013 to Jun 2026
- Income tax expense benefit63 · Sep 2013 to Jun 2026
- Interest and dividend income operating63 · Sep 2013 to Jun 2026
- Interest and fee income loans and leases63 · Sep 2013 to Jun 2026
- Interest expense deposits63 · Sep 2013 to Jun 2026
- Interest expense federal home loan bank and federal reserve bank advances long term63 · Sep 2013 to Jun 2026
- Interest income expense after provision for loan loss63 · Sep 2013 to Jun 2026
- Interest income securities mortgage backed63 · Sep 2013 to Jun 2026
- Labor and related expense63 · Sep 2013 to Jun 2026
- Legal fees63 · Sep 2013 to Jun 2026
- Noninterest expense63 · Sep 2013 to Jun 2026
Segment47 concepts · 3,543 facts · Sep 2013 to Jun 2026
- Noninterest income786 · Sep 2013 to Jun 2026
- Revenue388 · Dec 2017 to Jun 2026
- Noninterest expense204 · Sep 2013 to Jun 2026
- Total Assets165 · Mar 2014 to Jun 2026
- Interest income expense net152 · Mar 2014 to Jun 2026
- Interest revenue expense net150 · Sep 2013 to Jun 2025
- Provision for loan and lease losses136 · Sep 2013 to Sep 2022
- Refund transfer product fees135 · Dec 2020 to Jun 2023
- Income loss from continuing operations before income taxes extraordinary items noncontrolling interest113 · Dec 2015 to Jun 2026
- Interest and dividend income operating105 · Sep 2013 to Jun 2026
- Goodwill102 · Mar 2014 to Jun 2026
- Gains losses on sales of other real estate87 · Sep 2020 to Jun 2026
- Income loss from continuing operations including portion attributable to noncontrolling interest80 · Sep 2013 to Dec 2020
- Gain loss on sale of business75 · Sep 2020 to Jun 2026
- Interest expense (US GAAP)75 · Sep 2013 to Sep 2018
- Provision for loan losses expensed49 · Dec 2020 to Jun 2026
- Consumer48 · Sep 2023 to Jun 2026
- Debt securities available for sale gain loss45 · Sep 2022 to Jun 2026
- Noninterest income other45 · Dec 2020 to Jun 2025
- Goodwill acquired during period40 · Jun 2015 to Sep 2020
- Financing receivable excluding accrued interest credit loss expense reversal39 · Jun 2021 to Jun 2025
- Goodwill impairment loss39 · Jun 2018 to Sep 2020
- Noninterest income other operating income39 · Sep 2020 to Jun 2026
- Gain loss on disposition of intangible assets36 · Sep 2021 to Sep 2024
Product8 concepts · 490 facts · Sep 2016 to Jun 2026
- Revenue256 · Sep 2016 to Jun 2026
- Noninterest income174 · Dec 2017 to Jun 2021
- Refund transfer product fees45 · Dec 2020 to Jun 2023
- Community Bank3 · Dec 2019 to Jun 2020
- Income loss from continuing operations before income taxes extraordinary items noncontrolling interest3 · Dec 2019 to Jun 2020
- Interest income expense net3 · Dec 2019 to Jun 2020
- Noninterest expense3 · Dec 2019 to Jun 2020
- Provision for loan and lease losses3 · Dec 2019 to Jun 2020
Guidance3 concepts · 72 facts · Oct 2015 to Apr 2024
- EPS (Diluted) Guidance40 · Oct 2018 to Apr 2024
- Effective Tax Rate Guidance16 · Oct 2015 to Apr 2024
- EPS (Diluted) Guidance (Adjusted (non-GAAP))16 · Apr 2019 to Jul 2023
KPI1 concepts · 21 facts · Mar 2023 to Jun 2026
- Loan Origination Volume21 · Mar 2023 to Jun 2026
Geography1 concepts · 1 facts · Sep 2016
- Oregon, North Dakota, North Carolina and Connecticut1 · Sep 2016
Segments
4,034 factsFigures broken down by business line, region, product or another axis the company reports on.
Statement business segments17 members · 3,543 facts
- Corporate And Other899 · Dec 2015 to Jun 2026
- Consumer743 · Sep 2018 to Jun 2026
- Retail Banking511 · Sep 2013 to Jun 2026
- Commercial499 · Sep 2018 to Jun 2026
- Meta Payment Systems280 · Sep 2013 to Sep 2020
- All Other Segments139 · Sep 2013 to Sep 2019
- Banking112 · Dec 2017 to Sep 2019
- Retail banking89 · Mar 2014 to Jun 2026
- Payment87 · Dec 2014 to Jun 2018
- Consumer66 · Sep 2018 to Jun 2026
- Corporate and other40 · Dec 2015 to Jun 2026
- Meta payment systems28 · Mar 2014 to Sep 2020
- Payment18 · Dec 2014 to Jun 2018
- All other segments14 · Mar 2014 to Sep 2019
- Commercial10 · Sep 2019 to Sep 2023
- Specialty Finance6 · Jun 2014 to Jun 2015
- Specialty finance2 · Mar 2014 to Jun 2014
Product or service30 members · 490 facts
- Rental Income70 · Sep 2016 to Jun 2026
- Refund Transfer Fees54 · Dec 2017 to Jun 2026
- Tax Advance Product Fees36 · Sep 2016 to Jun 2022
- Other Bankand Deposit Fees34 · Sep 2018 to Sep 2022
- Payment Cardand Deposit Fees33 · Dec 2018 to Sep 2025
- Refund Advance Fee Income30 · Sep 2020 to Jun 2026
- Payment Card And Deposit Fees29 · Sep 2018 to Jun 2026
- Community Bank18 · Dec 2019 to Jun 2020
- Refund Transfer Product Fees17 · Sep 2021 to Dec 2024
- Other Revenuesfor Financial Assetsand Liabilities16 · Dec 2017 to Jun 2021
- Credit Card14 · Sep 2016 to Mar 2020
- Deposit Fees14 · Sep 2016 to Sep 2019
- Losson Saleof Securities Availablefor Sale13 · Dec 2017 to Sep 2020
- Loanand Lease Fees10 · Dec 2017 to Mar 2020
- Gain Losson Other9 · Dec 2018 to Jun 2021
- Tax Product Loans9 · Jun 2017 to Mar 2020
- Transfer Agent9 · Jun 2017 to Mar 2020
- Bank Owned Life Insurance8 · Dec 2017 to Sep 2019
- Deposit Account8 · Dec 2017 to Sep 2019
- Financial Service Other8 · Sep 2016 to Sep 2023
- Gainon Loansand Leases8 · Dec 2017 to Sep 2019
- Losson Foreclosed Real Estate8 · Dec 2017 to Sep 2019
- Card Fees7 · Jun 2017 to Jun 2019
- Loan Fees7 · Jun 2017 to Jun 2019
- Gain Loss On Divestitures6 · Mar 2019 to Jun 2021
- Gain Loss On Sale Of Securities Available For Sale4 · Mar 2020 to Jun 2021
- Life Insurance4 · Sep 2016 to Sep 2019
- Mortgage Banking4 · Sep 2016 to Sep 2019
- Loss Gain On Sale Of Other2 · Sep 2019 to Sep 2020
- Gain On Divestiture1 · Sep 2020
Statement geographical1 member · 1 facts
- Oregon North Dakota North Carolinaand Connecticut1 · Sep 2016
Text from filings
Management commentary and risk factors, extracted from SEC filings only.
No commentary or risk-factor text for this company.
Earnings calls
1 calls · Jul 2026Transcripts with management claims and analyst questions, one per fiscal period.
- FY2026 Q3Jul 22, 2026
Executive media
Podcasts, interviews and conference appearances by the company's executives, with their claims.
No media appearances for this company.
Reports are counted as filed reports with at least one served fact. Counts are read from the database (last read Oct 16, 2026) and refreshed every few hours.