CASS

CASS INFORMATION SYSTEMS INC

Nasdaq · Services-Business Services, NEC · Inc. MO · CIK 0000708781
$49.45 +0.02% $636.5M
High Impact Filing (7/10)7 New Institutional Positions
Vol
Market Cap$636.5M
Cap SizeSmall Cap
Inst. Holders50 funds
Inst. Value$166.6M
Inst. Activity7 buys / 2 sells
Reddit Sentiment40° Cool
SEC Reports3
Exchange Nasdaq·Sector Services-Business Services, NEC·Inc. MO·CIK 0000708781·Prev Close $49.44

Recent Activity

Jun 11, 2026 Insider
WICKS FRANK was granted 262 shares
Director @ $49.44 ($13.0K)
Jun 11, 2026 Insider
Schilling Randall L was granted 262 shares
Director @ $49.44 ($13.0K)
Jun 11, 2026 Insider
RUPP JOSEPH D was granted 262 shares
Director @ $49.44 ($13.0K)
Apr 23, 2026 SEC
Cass Information Systems reported strong Q1 2026 earnings with diluted EPS of $0.67, beating expectations, driven by net
8-K — Impact 7/10
Apr 23, 2026 SEC
Cass Information Systems reported Q1 2026 earnings with diluted EPS from continuing operations of $0.66, missing consens
PRESS-RELEASE — Impact 4/10
Mar 6, 2026 SEC
Cass Information Systems Inc. (CASS) has filed definitive additional proxy materials (DEFA14A) with the SEC. This filing
DEFA14A — Impact 3/10
Inst.
SEI INVESTMENTS CO — ADD
71,068 shares ($3.1M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
55,860 shares ($2.5M)

Price Targets

Historical data — last covering-analyst action Oct 2025. No current recommendation available.
$52.00 (Oct 2025)
Current $49.45 Low $52.00 Median $52.00 High $52.00 2 analysts
$52.00 $52.00

Analyst Ratings

Historical distribution86% buy · 7 analysts · last covering-analyst action Oct 2025
2Strong Buy
4Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Oct 24, 2025 Raymond James REITERATE Outperform → Outperform
Jul 15, 2025 Raymond James INITIATE Outperform
Apr 23, 2025 Piper Sandler MAINTAIN Overweight → Overweight
Oct 18, 2024 Piper Sandler MAINTAIN Overweight → Overweight
Jul 22, 2024 Piper Sandler REITERATE Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.71 ▼ -4.1% $0.68 — $0.74 87% YoY 2
Next Q $0.79 ▼ -1.9% $0.77 — $0.80 14% YoY 2
Current FY $2.98 ▼ -0.8% $2.95 — $3.00 29% YoY 2
Next FY $3.42 ▼ -3.5% $3.30 — $3.55 15% YoY 2

Top Institutional Holders

FundValueMove
BlackRock, Inc.$39.8M
VANGUARD CAPITAL MANAGEMENT LLC$24.2M
DIMENSIONAL FUND ADVISORS LP$15.3M
STATE STREET CORP$12.7M
VANGUARD PORTFOLIO MANAGEMENT LLC$7.3M

Recent Insider Trades

DateInsiderTypeValue
Jun 11, 2026WICKS FRANKA$13.0K
Jun 11, 2026Schilling RandallA$13.0K
Jun 11, 2026RUPP JOSEPHA$13.0K
Apr 23, 2026Marr AnnA$80.0K
Apr 23, 2026BRUNNGRABER ERICA$80.0K

Reddit Sentiment

40°
Cool
Bearish Neutral Bullish
1 mentions 0 bullish 1 bearish
50 institutional holders with $166.6M total value (3,785,161 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, DIMENSIONAL. Net buying activity: 7 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.903,283$39.8M23.9%
2VANGUARD CAPITAL MANAGEMENT LLC550,455$24.2M14.5%
3DIMENSIONAL FUND ADVISORS LP346,676$15.3M9.2%
4STATE STREET CORP287,568$12.7M7.6%
5VANGUARD PORTFOLIO MANAGEMENT LLC166,382$7.3M4.4%
6ARROWSTREET CAPITAL, LIMITED PARTNERSHIP137,690$6.1M3.6%ADD +40.9%
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC94,619$4.2M2.5%
8ROYCE & ASSOCIATES LP87,887$3.9M2.3%TRIM -48.6%
9TEACHER RETIREMENT SYSTEM OF TEXAS85,833$3.8M2.3%ADD +85.6%
10GOLDMAN SACHS GROUP INC81,589$3.6M2.2%
11HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC79,532$3.5M2.1%TRIM -55.6%
12VANGUARD FIDUCIARY TRUST CO79,125$3.5M2.1%
13SEI INVESTMENTS CO71,068$3.1M1.9%ADD +98.9%
14GABELLI FUNDS LLC69,398$3.1M1.8%
15ENVESTNET ASSET MANAGEMENT INC64,950$2.9M1.7%ADD +49.7%
16TWO SIGMA INVESTMENTS, LP64,328$2.8M1.7%DOUBLED +1190.2%
17RENAISSANCE TECHNOLOGIES LLC55,860$2.5M1.5%TRIM -27.9%
18COMMERCE BANK54,222$2.4M1.4%
19CITADEL ADVISORS LLC54,148$2.4M1.4%
20MORGAN STANLEY52,155$2.3M1.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
SEI INVESTMENTS COADD35,72271,068+98.9%$3.1M2026-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM77,46055,860-27.9%$2.5M2026-Q1
STRS OHIOADD7,90013,800+74.7%$607.5K2026-Q1
Trexquant Investment LPADD5,55610,805+94.5%$475.6K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.ADD3,4415,289+53.7%$232.8K2026-Q1
CWM, LLCADD2,1903,592+64.0%$158.1K2026-Q1
FMR LLCTRIM4,3822,892-34.0%$127.3K2026-Q1
Allworth Financial LPADD171220+28.7%$9.7K2026-Q1
HRT FINANCIAL LPADD11,52115,159+31.6%$667.002026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD101,860143,510+40.9%$6.0M2025-Q4
TEACHER RETIREMENT SYSTEM OF TEXASADD46,25185,833+85.6%$3.6M2025-Q4
ROYCE & ASSOCIATES LPTRIM151,52877,952-48.6%$3.2M2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD49,26077,460+57.2%$3.2M2025-Q4
Nuveen, LLCTRIM39,99027,531-31.2%$1.1M2025-Q4
MARSHALL WACE, LLPDOUBLED6,14420,268+229.9%$841.5K2025-Q4
BANK OF AMERICA CORP /DE/ADD11,51615,008+30.3%$623.1K2025-Q4
Russell Investments Group, Ltd.DOUBLED1,5946,572+312.3%$272.9K2025-Q4
FMR LLCADD2,7914,382+57.0%$182.0K2025-Q4
PNC FINANCIAL SERVICES GROUP, INC.ADD1,8403,441+87.0%$142.9K2025-Q4
Legal & General Group PlcNEAR_EXIT14,6081,277-91.3%$53.0K2025-Q4
NISA INVESTMENT ADVISORS, LLCDOUBLED39264+576.9%$11.0K2025-Q4
Allworth Financial LPADD101171+69.3%$7.1K2025-Q4
PRICE T ROWE ASSOCIATES INC /MD/DOUBLED10,73522,297+107.7%$926.002025-Q4
CWM, LLCTRIM3,0892,190-29.1%$91.002025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED5,56171,749+1190.2%$2.8M2025-Q3
13 unique insiders with 23 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 11, 2026WICKS FRANKDirectorAWARD262$49.44$13.0K
Jun 11, 2026Schilling Randall LDirectorAWARD262$49.44$13.0K
Jun 11, 2026RUPP JOSEPH DDirectorAWARD262$49.44$13.0K
Apr 23, 2026Marr Ann WalterDirectorAWARD1,704$46.94$80.0K
Apr 23, 2026BRUNNGRABER ERIC HExecutive ChairmanAWARD1,704$46.94$80.0K
Apr 23, 2026Ebel Robert ADirectorAWARD1,704$46.94$80.0K
Apr 23, 2026RUPP JOSEPH DDirectorAWARD1,704$46.94$80.0K
Apr 23, 2026EDWARDS BENJAMIN F IVDirectorAWARD1,704$46.94$80.0K
Apr 23, 2026WICKS FRANKDirectorAWARD1,704$46.94$80.0K
Apr 23, 2026Schilling Randall LDirectorAWARD1,704$46.94$80.0K
Apr 23, 2026Drabik John JDirectorAWARD1,704$46.94$80.0K
Apr 23, 2026Henry Wendy J.DirectorAWARD1,704$46.94$80.0K
Apr 21, 2026Clermont Ralph WDirectorTAX W/H6,847$47.84$327.6K
Apr 21, 2026LINDEMANN JAMES JDirectorTAX W/H8,446$47.84$404.1K
Apr 21, 2026Roth Sally HDirectorTAX W/H2,509$47.84$120.0K
Apr 20, 2026Resch Martin H.President & CEOAWARD1,975
Apr 20, 2026Resch Martin H.President & CEOTAX W/H894$48.54$43.4K
Apr 17, 2026Roth Sally HDirectorTAX W/H540$48.10$26.0K
Mar 19, 2026Clermont Ralph WDirectorAWARD301$43.15$13.0K
Mar 19, 2026LINDEMANN JAMES JDirectorAWARD301$43.15$13.0K
Mar 19, 2026RUPP JOSEPH DDirectorAWARD301$43.15$13.0K
Mar 19, 2026Schilling Randall LDirectorAWARD301$43.15$13.0K
Mar 19, 2026WICKS FRANKDirectorAWARD301$43.15$13.0K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Oct 2025): 86% buy across 7 analysts — 2 strong buy, 4 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Oct 2025. No current recommendation available.
$52.00 mean target (Oct 2025)
$52.00 Low $52.00 High
MetricValue
Current Price$49.45
Target Low$52.00
Target Mean$52.00
Target Median$52.00
Target High$52.00
# Analysts2
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.71 $0.68 $0.74 86.8% -4.1% 1↑ 0↓ $0.1B 6.0% 2
Next Q
2026-09-30
$0.79 $0.77 $0.80 13.8% -1.9% 1↑ 0↓ $0.1B 4.7% 2
Current FY
2026-12-31
$2.98 $2.95 $3.00 28.8% -0.8% 1↑ 0↓ $0.2B 5.4% 2
Next FY
2027-12-31
$3.42 $3.30 $3.55 15.1% -3.5% 1↑ 0↓ $0.2B 5.1% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.710
7d ago$0.740-0.030
30d ago$0.740-0.030
60d ago$0.720-0.010
90d ago$0.670+0.040
2 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 2 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Oct 24, 2025 Raymond James REITERATE Outperform Outperform
Jul 15, 2025 Raymond James INITIATE Outperform
Apr 23, 2025 Piper Sandler MAINTAIN Overweight Overweight
Oct 18, 2024 Piper Sandler MAINTAIN Overweight Overweight
Jul 22, 2024 Piper Sandler REITERATE Overweight Overweight
Feb 12, 2024 Piper Sandler UPGRADE Neutral Overweight
Dec 6, 2022 Piper Sandler INITIATE Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262410086%
May 1, 20262410086%
Apr 1, 20262410086%
Mar 1, 20262410086%
Feb 1, 20262410086%
Jan 1, 20262410086%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

40°
Cool
Bearish Neutral Bullish
1 mentions 0 bullish 1 bearish 1 time period

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 18, 2026140° Cool011

Recent Reddit Threads

r/stocks Bearish 25d 23h ago
SHIPPING FIRM CASS TECHNAVA: US LOSING LEVERAGE IN WAR
▲ 1 💬 1 ⚡ 0.5
Apr 23, 2026
earnings
Cass Information Systems reports First Quarter 2026 Results
Cass Information Systems reports First Quarter 2026 Results
Apr 22, 2026
other
Cass Information Systems, Inc. Announces Appointment of John Drabik to Board of Directors and Retirements of Sally Roth, Ralph Clermont and Jim Lindemann
Cass Information Systems, Inc. Announces Appointment of John Drabik to Board of Directors and Retirements of Sally Roth, Ralph Clermont and Jim Lindem
Apr 17, 2026
earnings_calendar
CASS Q1 2026 Earnings Scheduled — 2026-04-17
Apr 16, 2026
earnings_calendar
CASS Q1 2026 Earnings Scheduled — 2026-04-16