CASY
CASEYS GENERAL STORES INC
$895.14
-2.31%
$33.1B
No data for this timeframe.
Vol
Market Cap$33.1B
Cap SizeLarge Cap
Analyst ConsensusBuy (65%)
Inst. Holders50 funds
Inst. Value$15.7B
Inst. Activity42 buys / 8 sells
Insider Activity1B / 1S
Insider Net $$63.0K
Reddit Sentiment63° Warm
SEC Reports3
Congressional1 trades
Exchange Nasdaq·Sector Retail-Auto Dealers & Gasoline Stations·Inc. IA·CIK 0000726958·Prev Close $916.28
Recent Activity
Jun 10, 2026
short_volume
Short Volume: CASY — 56.1% short (0.4M / 0.8M)
Short: 423,217 | Exempt: 392 | TRF Vol: 755,053 | Short Ratio: 56.1% | Off-exchange volume (dark poo
Jun 9, 2026
SEC
Casey's reported a record fiscal Q4 2026 with diluted EPS of $4.37 (up 66.2% YoY) and EBITDA of $350.3M (up 33.2% YoY),
8-K — Impact 7/10
Jun 4, 2026
Insider
REBELEZ DARREN M was granted 3,084 shares
President and CEO
Jun 4, 2026
Insider
SUTULA STANLEY J III was granted 51 shares
Director
Jun 3, 2026
Insider
Bramlage Stephen P JR was granted 835 shares
Chief Financial Officer
Apr 7, 2026
Congress
Rick Larsen buy
$1,001 - $15,000 — House
Mar 19, 2026
SEC
A recent insider trading cluster at Casey's General Stores shows the CEO gifting 7,300 shares (a non-cash transaction) a
CLUSTER — Impact 3/10
Mar 16, 2026
SEC
A director at CASEYS GENERAL STORES INC purchased $199,629 worth of shares in the open market, while the Chief Legal Off
CLUSTER — Impact 5/10
Price Targets
$945.00
+5.6% upside
Buy
Current $895.14
Low $695.00
Median $972.50
High $1,069.00
16 analysts
$695.00
$1,069.00
Analyst Ratings
8Strong Buy
9Buy
9Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 12, 2026 | Evercore ISI Group | MAINTAIN | Outperform → Outperform |
| Jun 12, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Jun 12, 2026 | Stephens & Co. | MAINTAIN | Overweight → Overweight |
| Jun 11, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| Jun 11, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $3.31 ▲ +3.8% | $2.78 — $3.77 | 26% YoY | 17 |
| Next Q | $6.65 ▲ +1.5% | $6.01 — $7.18 | 20% YoY | 15 |
| Current FY | $21.12 ▲ +4.7% | $20.50 — $18.57 | 10% YoY | 0 |
| Next FY | $23.36 ▲ +4.3% | $22.50 — $24.85 | 22% YoY | 16 |
Latest Reports
BULLISH
8-K
7/10
Casey's reported a record fiscal Q4 2026 with diluted EPS of $4.37 (up 66.2% YoY) and EBITDA of $350.3M (up 33.2% YoY),
Jun 9, 2026
NEUTRAL
CLUSTER
3/10
A recent insider trading cluster at Casey's General Stores shows the CEO gifting 7,300 shares (a non-cash transaction) a
Mar 19, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $3.1B | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.4B | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.2B | — |
| STATE STREET CORP | $1.0B | — |
| FRANKLIN RESOURCES INC | $692.1M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 4, 2026 | REBELEZ DARREN | A | $0.00 |
| Jun 4, 2026 | SUTULA STANLEY | A | $0.00 |
| Jun 3, 2026 | Bramlage Stephen | A | $0.00 |
| Jun 3, 2026 | Koschel Williams | A | $0.00 |
| Jun 3, 2026 | Brennan Thomas | A | $0.00 |
Reddit Sentiment
63°
Warm
Bearish
Neutral
Bullish
Congressional Trades
1 members: 1 buys, 0 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Rick Larsen | D | BUY | $1,001 - $15,000 |
50 institutional holders with $15.7B total value (21,544,953 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 42 institutions added/increased vs 8 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,238,547 | $3.1B | 19.7% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,857,617 | $1.4B | 8.6% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1,663,162 | $1.2B | 7.7% | — |
| 4 | STATE STREET CORP | 1,378,641 | $1.0B | 6.4% | — |
| 5 | FRANKLIN RESOURCES INC | 950,911 | $692.1M | 4.4% | — |
| 6 | MORGAN STANLEY | 935,994 | $681.3M | 4.4% | — |
| 7 | FMR LLC | 831,451 | $605.2M | 3.9% | — |
| 8 | Invesco Ltd. | 631,108 | $459.4M | 2.9% | — |
| 9 | RAYMOND JAMES FINANCIAL INC | 525,240 | $377.1M | 2.4% | — |
| 10 | Clearbridge Investments, LLC | 506,646 | $368.8M | 2.4% | — |
| 11 | GOLDMAN SACHS GROUP INC | 481,394 | $350.4M | 2.2% | — |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 479,795 | $349.2M | 2.2% | — |
| 13 | Nuveen, LLC | 458,881 | $334.0M | 2.1% | DOUBLED +250.1% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 448,649 | $326.5M | 2.1% | — |
| 15 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 447,077 | $325.4M | 2.1% | ADD +86.9% |
| 16 | Capital World Investors | 437,267 | $318.3M | 2.0% | — |
| 17 | MARSHALL WACE, LLP | 430,350 | $313.2M | 2.0% | DOUBLED +354.5% |
| 18 | WELLINGTON MANAGEMENT GROUP LLP | 427,102 | $310.9M | 2.0% | ADD +71.0% |
| 19 | VICTORY CAPITAL MANAGEMENT INC | 415,780 | $302.6M | 1.9% | TRIM -39.6% |
| 20 | JANUS HENDERSON GROUP PLC | 369,218 | $268.7M | 1.7% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Nuveen, LLC | DOUBLED | 131,053 | 458,881 | +250.1% | $334.0M | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | ADD | 239,199 | 447,077 | +86.9% | $325.4M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 94,681 | 430,350 | +354.5% | $313.2M | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 249,805 | 427,102 | +71.0% | $310.9M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 688,920 | 415,780 | -39.6% | $302.6M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 175,368 | 339,842 | +93.8% | $247.4M | 2026-Q1 |
| TD ASSET MANAGEMENT INC | DOUBLED | 80,024 | 169,966 | +112.4% | $123.7M | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | NEW | — | 118,098 | — | $86.0M | 2026-Q1 |
| Legal & General Group Plc | ADD | 59,893 | 93,607 | +56.3% | $68.1M | 2026-Q1 |
| Holocene Advisors, LP | TRIM | 255,705 | 92,914 | -63.7% | $67.6M | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. | NEW | — | 69,075 | — | $50.3M | 2026-Q1 |
| DEUTSCHE BANK AG\ | DOUBLED | 26,008 | 64,188 | +146.8% | $46.7M | 2026-Q1 |
| FEDERATED HERMES, INC. | DOUBLED | 2,990 | 63,257 | +2015.6% | $46.0M | 2026-Q1 |
| Neuberger Berman Group LLC | TRIM | 70,217 | 50,177 | -28.5% | $36.5M | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | TRIM | 123,183 | 47,029 | -61.8% | $34.2M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | ADD | 34,859 | 46,558 | +33.6% | $33.9M | 2026-Q1 |
| Gotham Asset Management, LLC | ADD | 30,904 | 46,020 | +48.9% | $33.5M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | NEW | — | 40,902 | — | $29.8M | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 30,565 | 39,799 | +30.2% | $29.0M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 21,360 | 39,626 | +85.5% | $28.8M | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. | DOUBLED | 93 | 39,076 | +41917.2% | $28.4M | 2026-Q1 |
| Amundi | DOUBLED | 1,697 | 34,580 | +1937.7% | $25.2M | 2026-Q1 |
| Korea Investment CORP | NEW | — | 25,499 | — | $18.6M | 2026-Q1 |
| AGF MANAGEMENT LTD | NEW | — | 21,438 | — | $15.6M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 461 | 19,537 | +4138.0% | $14.2M | 2026-Q1 |
8 unique insiders with 10 transactions. Net insider value: $63.0K ($199.6K bought, $136.6K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 4, 2026 | REBELEZ DARREN M | President and CEO | AWARD | 3,084 | — | — |
| Jun 4, 2026 | SUTULA STANLEY J III | Director | AWARD | 51 | — | — |
| Jun 3, 2026 | Bramlage Stephen P JR | Chief Financial Officer | AWARD | 835 | — | — |
| Jun 3, 2026 | Koschel Williams Ena | Chief Operating Officer | AWARD | 899 | — | — |
| Jun 3, 2026 | Brennan Thomas P JR | Chief Merch. Officer | AWARD | 737 | — | — |
| Jun 3, 2026 | FRAZELL CHAD MICHAEL | Chief HR Officer | AWARD | 507 | — | — |
| Jun 3, 2026 | Lindsey Katrina S | Chief Legal Officer | AWARD | 503 | — | — |
| Mar 17, 2026 | REBELEZ DARREN M | President and CEO | GIFT | 7,300 | — | — |
| Mar 13, 2026 | Spanos Mike | Director | BUY | 300 | $665.43 | $199.6K |
| Mar 11, 2026 | Lindsey Katrina S | Chief Legal Officer | SELL | 200 | $683.04 | $136.6K |
3 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 1 neutral. Avg impact: 5.0/10.
BULLISH
8-K
7/10
Casey's reported a record fiscal Q4 2026 with diluted EPS of $4.37 (up 66.2% YoY) and EBITDA of $350
Jun 9, 2026
NEUTRAL
CLUSTER
3/10
A recent insider trading cluster at Casey's General Stores shows the CEO gifting 7,300 shares (a non
Mar 19, 2026
MIXED
CLUSTER
5/10
A director at CASEYS GENERAL STORES INC purchased $199,629 worth of shares in the open market, while
Mar 16, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (65% buy). Based on 26 analysts: 8 strong buy, 9 buy, 9 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$945.00 mean target
+5.6% upside
Buy (1.79)
$695.00 Low
$1,069.00 High
| Metric | Value |
|---|---|
| Current Price | $895.14 |
| Target Low | $695.00 |
| Target Mean | $945.00 |
| Target Median | $972.50 |
| Target High | $1,069.00 |
| # Analysts | 16 |
| Recommendation | Buy (1.79) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-04-30 |
$3.31 | $2.78 | $3.77 | 25.8% | +3.8% | 4↑ 4↓ | $5.6B | 21.7% | 17 |
| Next Q 2026-10-31 |
$6.65 | $6.01 | $7.18 | 20.2% | +1.5% | 4↑ 1↓ | $5.3B | 18.1% | 15 |
| Current FY 2026-04-30 |
$21.12 | $20.50 | $18.57 | 10.2% | +4.7% | 3↑ 3↓ | $17.3B | 8.6% | 0 |
| Next FY 2027-04-30 |
$23.36 | $22.50 | $24.85 | 21.9% | +4.3% | 6↑ 0↓ | $20.9B | 2.7% | 16 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $6.648 | |
| 7d ago | $6.455 | +0.194 |
| 30d ago | $6.405 | +0.243 |
| 60d ago | $6.349 | +0.299 |
| 90d ago | $6.333 | +0.315 |
11 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 12, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Jun 12, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Jun 12, 2026 | Stephens & Co. | MAINTAIN | Overweight | Overweight |
| Jun 11, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Jun 11, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jun 11, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Jun 11, 2026 | BMO Capital | MAINTAIN | Market Perform | Market Perform |
| Jun 10, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Jun 3, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| May 26, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| May 20, 2026 | William Blair | INITIATE | — | Outperform |
| Apr 24, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Apr 21, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Apr 20, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Apr 7, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Mar 26, 2026 | JP Morgan | INITIATE | — | Neutral |
| Mar 11, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Mar 11, 2026 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Mar 11, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Mar 10, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Mar 10, 2026 | Jefferies | MAINTAIN | Buy | Buy |
| Mar 10, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Mar 10, 2026 | Stephens & Co. | REITERATE | Overweight | Overweight |
| Mar 2, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Feb 24, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Jan 15, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 8 | 9 | 9 | 0 | 0 | 65% | |
| May 1, 2026 | 7 | 9 | 9 | 0 | 0 | 64% | |
| Apr 1, 2026 | 7 | 9 | 9 | 0 | 0 | 64% | |
| Mar 1, 2026 | 7 | 9 | 8 | 0 | 0 | 67% | |
| Feb 1, 2026 | 7 | 9 | 8 | 0 | 0 | 67% | |
| Jan 1, 2026 | 7 | 8 | 6 | 0 | 0 | 71% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 7, 2026 | Rick Larsen | D | HOUSE | BUY | $1,001 - $15,000 | Casey's General Stores Inc. | Apr 16, 2026 (10d) |
63°
Warm
Bearish
Neutral
Bullish
4 mentions
2 bullish
0 bearish
4 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 8, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Jun 8, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| May 13, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 13, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
Jun 10, 2026
short_volume
Short Volume: CASY — 56.1% short (0.4M / 0.8M)
Short: 423,217 | Exempt: 392 | TRF Vol: 755,053 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
earnings_calendar
CASY Q4 2026 Earnings After Market Close — 2026-06-09
May 18, 2026
dark_pool
Dark Pool: CASY — 0.6M shares, 34,775 trades
Week starting 2026-05-18. Total ATS volume: 578,870 shares across 34,775 trades.
May 11, 2026
dark_pool
Dark Pool: CASY — 0.7M shares, 34,869 trades
Week starting 2026-05-11. Total ATS volume: 698,912 shares across 34,869 trades.
May 4, 2026
dark_pool
Dark Pool: CASY — 0.5M shares, 33,794 trades
Week starting 2026-05-04. Total ATS volume: 518,953 shares across 33,794 trades.
Apr 27, 2026
dark_pool
Dark Pool: CASY — 0.5M shares, 30,330 trades
Week starting 2026-04-27. Total ATS volume: 501,478 shares across 30,330 trades.
Apr 20, 2026
dark_pool
Dark Pool: CASY — 0.5M shares, 25,644 trades
Week starting 2026-04-20. Total ATS volume: 504,299 shares across 25,644 trades.
Apr 13, 2026
dark_pool
Dark Pool: CASY — 0.5M shares, 30,164 trades
Week starting 2026-04-13. Total ATS volume: 499,300 shares across 30,164 trades.
Apr 7, 2026
short_interest
FTD: CASY — 9,228 shares ($6.9M) failed to deliver
Settlement: 20260407, Price: $747.77, FTD Value: $6,900,421.56, CASEYS GENERAL STORES INC
Apr 6, 2026
dark_pool
Dark Pool: CASY — 0.9M shares, 41,340 trades
Week starting 2026-04-06. Total ATS volume: 870,295 shares across 41,340 trades.
Mar 30, 2026
dark_pool
Dark Pool: CASY — 0.5M shares, 25,101 trades
Week starting 2026-03-30. Total ATS volume: 531,005 shares across 25,101 trades.
Mar 23, 2026
dark_pool
Dark Pool: CASY — 0.8M shares, 33,527 trades
Week starting 2026-03-23. Total ATS volume: 776,626 shares across 33,527 trades.
Mar 16, 2026
dark_pool
Dark Pool: CASY — 0.5M shares, 26,535 trades
Week starting 2026-03-16. Total ATS volume: 463,945 shares across 26,535 trades.
Mar 9, 2026
dark_pool
Dark Pool: CASY — 0.9M shares, 41,613 trades
Week starting 2026-03-09. Total ATS volume: 933,926 shares across 41,613 trades.
Mar 9, 2026
earnings_calendar
CASY Q3 2026 Earnings Scheduled — 2026-03-09