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CASS · Cass Information Systems Inc

$54.79 +0.69 (+1.28%) At close · Jul 27
Market Cap
$698.26M
Shares
12.87M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$54.79 Open$54.95 Day$54.46–55.42 52W$35.55–55.42 Avg vol 30d86K Short int311K · 2.4% float · 4.3d Short vol68% Last earningsJul 23, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 5

Up next

Next earnings call
Oct 22, 2026 Est · unconfirmed · in 12 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 5, 2026

Equibles Rating

blended score · not investment advice
Overall
Strong Buy
SellHoldBuy
Technical Strong Buy Momentum Very Strong Sentiment Neutral Fundamentals Excellent Quant / Vol Low
Market backdrop VIX 18.7 · elevated Equity put/call 0.66
Technical
price trend
Strong Buy
50 / 200-day cross No cross
Price vs 200-day avg +22%
above
Price vs 50-day avg +11%
above
RSI (14) 68
neutral
MACD trend Positive
52-week position 97%
near high
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Strong
1-month return +7%
trailing
6-month return +23%
trailing
YTD return +33%
this year
Relative strength +16%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $50 › 200d $45 — 50d above 200d
Institutional flow Distributing
29 of 159 funds reported for Jun 30 · net -9.4K sh shares · +6 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
2.42% of float · ▲ +1.8% MoM · 4.3 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
159 holders — near 3-yr high, broad support
Squeeze score 58
elevated · 0–100
Fundamentals
Excellent
Revenue growth +5%
Y/Y
EPS growth +88%
Y/Y
Free cash flow $31.8M
Valuation P/E 20.7
below peers
Balance sheet $670.5M
net cash
Quant / Vol
risk profile
Low
Volatility 23%
annualized · 1-yr
Max drawdown −15%
past year
ATR 2.7%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the 8-K filed Apr 23, 2026
Loan growth · full year 2026 Initiated 6% – 8%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Buy
0 · 3 · 4
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+22% Bullish
Price vs 50-day avg
+11% Bullish
RSI (14)
68 Neutral
MACD trend
Positive Bullish
52-week position
97% Bullish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $50 › 200d $45 — 50d above 200d
Institutional flow Distributing
29 of 159 funds reported for Jun 30 · net -9.4K sh shares · +6 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
2.42% of float · ▲ +1.8% MoM · 4.3 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
159 holders — near 3-yr high, broad support
Price context
position in its 52-week range
52-wk low $36 Now $55 · 97% 52-wk high $55
vs 200-day avg +22% vs 50-day avg +11%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from its earnings releases, calls, and filings
Metric Latest Period YoY
Average dollars per invoice (Transportation) $1,161 Q2 2026
weighted average repurchase price $46.23 Q2 2026
Increase in facility dollar volumes 7.4% Q1 2026
Facility expense invoice volumes 4.1M the fourth quarter of 2025

Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

Versus peers

Specialty Business Services — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
CASS
Cass Information Systems Inc
this stock
$698.26M +32.9% +5.3% 20.7 2.4%
CTAS
Cintas Corp
$82.38B +12.7% +6.4% 43.5 3.0%
RELX
Relx PLC
$60.11B -11.8% 0.3%
TRI
Thomson Reuters Corp /Can/
$42.68B -23.6% 3.2%
CPRT
Copart Inc
$25.87B -23.9% +24.7% 17.5 4.1%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
161
% held
61.9%
Reported
29 of 159
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
170
View
Short & Settlement
Short Interest Rising
Shares short
311.4K
Days to cover
4.3d
Change
+5.6K sh
View
Short Volume
Short vol %
68%
As of
Jul 27, 2026
Short Total
View
Fails to Deliver
FTD shares
5.4K
Value
$276.5K
As of
Jun 30, 2026
View
Off-Exchange
Off-exchange %
35.2%
Week of
May 4, 2026
Off-exch Lit
View
Financials
Financials
Revenue (FY)
$190.8M
Net income (FY)
$35.1M
EPS diluted
$2.61
View
Buybacks
Authorized
shares 500.0K
Remaining
shares 810.2K
View
Filings
SEC Filings
Latest
8-K
Filed
Jul 23, 2026
This year
7
View
Earnings & Events
Earnings Calls
Last call
Jul 23, 2026
View

Performance

5D 20D 120D MTD YTD
CASS +2.8% +6.9% +22.7% +6.8% +32.9%
SPY -0.6% +0.7% +6.8% -1.0% +8.4%
vs SPY +3.3% +6.3% +15.9% +7.8% +24.5%

Capital returns

Latest dividend
$0.32 / share · ex Jun 5, 2026
Raised 3.2%
Paid (TTM)
$1.27 / share · 4 payouts
Dividend yield (TTM, derived)
2.32%
Buyback program · as of Mar 31, 2026
Authorized
shares 500,000
Spent (derived)
Remaining
shares 810,168

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 708781 CUSIP 14808P109 13F (30d) 28 filings 27 filers Visit website