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CASS · Cass Information Systems Inc

Track CASS — free
$56.61 -0.09 (-0.16%)
Market Cap
$738.91M
Shares
12.81M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$56.70 Open$57.90 Day$56.66–59.63 52W close$36.78–58.54 Avg vol 30d73K Short int318K · 2.5% float · 4.0d Short vol49% Last earningsJul 23, 2026 DataJan 2020–Aug 2026 Filing10-Q · Aug 5

Up next

Next earnings call
Oct 22, 2026 Est · unconfirmed · in 9 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Aug 5, 2026

Equibles Rating

blended score · not investment advice
Overall
Strong Buy
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Excellent Quant / Vol Low
Market backdrop VIX 14.9 · calm Equity put/call 0.52
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +22%
above
Price vs 50-day avg +6%
above
RSI (14) 56
neutral
MACD trend Negative
52-week position 92%
near high
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Strong
1-month return +8%
trailing
6-month return +26%
trailing
YTD return +37%
this year
Relative strength +15%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $53 › 200d $47 — 50d above 200d
Institutional flow Accumulating
+4% holders QoQ · +31 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
2.49% of float · ▲ +2.2% MoM · 4.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
168 holders — near 3-yr high, broad support
Squeeze score 60
elevated · 0–100
Fundamentals
Excellent
Revenue growth +5%
Y/Y
EPS growth +88%
Y/Y
Free cash flow $31.8M
Valuation P/E 20.8
below peers
Balance sheet $652.5M
net cash
Quant / Vol
risk profile
Low
Volatility 23%
annualized · 1-yr
Max drawdown −16%
past year
ATR 2.5%
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 6% – 8%

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

Technicals

trend & momentum for long-term holders Buy
1 · 3 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+22% Bullish
Price vs 50-day avg
+6% Bullish
RSI (14)
56 Neutral
MACD trend
Negative Bearish
52-week position
92% Bullish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $53 › 200d $47 — 50d above 200d
Institutional flow Accumulating
+4% holders QoQ · +31 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
2.49% of float · ▲ +2.2% MoM · 4.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
168 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $37 Now $57 · 92% Range high $59
vs 200-day avg +22% vs 50-day avg +6%

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

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Average full-time equivalent employees 910 Six Months Ended 6/30/26
Common equity tier 1 ratio 14.68% Q2 2026
Common equity tier 1 risk-based ratio 14.68% Q2'26
Leverage ratio 10.13% Q2 2026
Non-performing loans $1.65M Q2 2026
Non-performing loans to total loans 0.15% Q2 2026
Tier 1 risk-based ratio 14.68% Q2'26
Total cash return to shareholders $7.1M Q2'26
Total risk-based capital ratio 15.52% Q2 2026
Increase in facility dollar volumes 7.4% Q1 2026

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

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
$738.91M +36.6% +5.3% 20.8 2.5%
CTAS
Cintas Corp
$81.38B +8.0% +6.4% 2.8%
RELX
Relx PLC
$62.04B -13.2% 0.2%
TRI
Thomson Reuters Corp /Can/
$45.87B -20.4% 3.1%
CPRT
Copart Inc
$30.93B -13.5% +24.7% 20.9 4.6%

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
168
% held
60.9%
Net QoQ
-345.1K sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
179
View
Short & Settlement
Short Interest Rising
Shares short
318.2K
Days to cover
4.0d
Change
+6.8K sh
View
Short Volume
Short vol %
49%
As of
Aug 20, 2026
Short Total
View
Fails to Deliver
FTD shares
2
Value
$109
As of
Jul 27, 2026
View
Off-Exchange
Off-exchange %
35.2%
Week of
Jul 13, 2026
Off-exch Lit
View
Financials
Financials
Revenue (FY)
$190.8M
Net income (FY)
$35.1M
EPS diluted
$2.61
View
Buybacks
Remaining
shares 744.6K
View
Filings
SEC Filings
Latest
10-Q
Filed
Aug 5, 2026
This year
8
View
Earnings & Events
Earnings Calls
Last call
Jul 23, 2026
View

Performance

5D 20D 120D MTD YTD
CASS -2.1% +8.0% +26.1% +1.4% +36.6%
SPY -0.4% +2.9% +11.6% +3.0% +12.8%
vs SPY -1.7% +5.1% +14.5% -1.6% +23.8%

Capital returns

Latest dividend
$0.32 / share · ex Jun 5, 2026
Declared · upcoming
$0.32 / share · ex Sep 4, 2026
Raised 3.2%
Paid (TTM)
$1.27 / share · 4 payouts
Dividend yield (TTM, derived)
2.24%
Buyback program · as of Jun 30, 2026
Authorized
Spent (derived)
Remaining
shares 744,611

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) 158 filings 155 filers Visit website