CASS

With an impressive short percentage of shares outstanding of 1.85%, Cass Information Systems, Inc. (NASDAQ:CASS) is among the 10 Best Industrial Stocks to Buy for the 2026 Infrastructure Boom. Cass Information Systems, Inc. (NASDAQ:CASS) reported first-quarter revenue of $26.16 million on April 23, matching the prior-year period as management emphasized continued operational discipline and expense control. CEO Martin Resch stated that the company successfully maintained relatively stable core expenses while continuing to grow revenue. He also highlighted opportunities for future earnings growth through rising funding balances, increased deployment into loans and investment securities, and growing demand for quick-pay financial solutions such as Amplify. Management further noted that automation initiatives and ongoing consolidation within the company’s Facilities division could enhance operating leverage and profitability over time. Earlier, on February 26, Cass Information Systems, Inc. (NASDAQ:CASS) announced a partnership with Caspian aimed at delivering a tariff cost management solution for U.S. importers. The collaboration is designed to help businesses improve cash flow management, strengthen regulatory compliance, and gain better visibility into landed product costs amid evolving trade and tariff conditions. The initiative reflects growing demand for integrated fintech and payment-processing solutions that support supply chain and logistics optimization for large corporate clients. Cass Information Systems, Inc. (NASDAQ:CASS) is a provider of payment processing and information management services specializing in freight audit, utility invoice management, and telecom expense management solutions. Founded in 1906 and headquartered in St. Louis, the company operates as a hybrid fintech and banking institution serving large industrial, manufacturing, and distribution customers. Its solutions help clients streamline financial operations, improve visibility into transportation and utility spending, and optimize working capital management. The company’s focus on automation, financial technology integration, and expense-management solutions could support steady earnings growth even in a mixed economic environment. While we acknowledge the potential of CASS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside ris...

ST. LOUIS (AP) — ST. LOUIS (AP) — Cass Information Systems Inc. (CASS) on Thursday reported profit of $8.8 million in its first quarter. The St. Louis-based company said it had profit of 67 cents per share. Earnings, adjusted to account for discontinued operations and non-recurring gains, were 66 cents per share. The invoice and payment management company posted revenue of $49.1 million in the period. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on CASS at https://www.zacks.com/ap/CASS

Reports another quarter of strong EPS growth Continued net interest margin expansion Strong expense control ST. LOUIS, April 23, 2026 (GLOBE NEWSWIRE) -- Cass Information Systems, Inc. (Nasdaq: CASS) (the Company or Cass) today reported its first quarter 2026 earnings. First Quarter Financial Highlights Net income and diluted earnings per share of $8.8 million and $0.67, respectively. Adjusted net income and adjusted diluted earnings per share from continuing operations of $8.7 million and $0.66, respectively, increases of 23.7% and 26.9%, respectively, compared to the prior year quarter. Increase in net interest margin to 3.95%, compared to 3.75% in the prior year quarter. Increase in facility dollar volumes of 7.4% compared to the prior year quarter. Personnel expense levels flat compared to the prior year quarter as a result of ongoing automation and efficiency initiatives. Continued strong asset quality with no loan charge-offs and an allowance for credit losses to loans ratio of 1.27%. In addition, reduced non-performing loans by $3.9 million, or 55.1% as compared to December 31, 2025. Repurchased 64,802 shares of Company stock at a weighted average price of $44.34. Martin Resch, the Company’s President and Chief Executive Officer, noted, “The management team is proud of how we have started the year. We continue to drive revenue growth while keeping core expenses relatively flat compared to prior periods.” Resch added, “Going forward in 2026, we see opportunities to grow net interest income driven by rising funding balances and the deployment of those funds into loans and investment securities, as well as increasing financial fees from higher demand for advances through Amplify and other quick pay solutions. The ability to combine revenue growth with expense control, primarily due to automation and the ongoing consolidation within our Facilities division, offers very compelling earnings momentum for us in coming periods." Earnings for the first quarter of 2026 are summarized as follows: First Quarter 2026 Financial Commentary (All comparisons refer to the first quarter of 2025, except as noted) Transportation Invoice and Dollar Volumes – Transportation invoice volumes of 8.1 million decreased 3.1% as compared to the first quarter of 2025. Transportation dollar volumes of $9.0 billion increased 4.5% as compared to the first quarter of 2025. The average d...

Cass Information Systems (CASS) came out with quarterly earnings of $0.66 per share, beating the Zacks Consensus Estimate of $0.63 per share. This compares to earnings of $0.63 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +4.76%. A quarter ago, it was expected that this invoice and payment management company would post earnings of $0.64 per share when it actually produced earnings of $0.68, delivering a surprise of +6.25%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Cass, which belongs to the Zacks Computer - Services industry, posted revenues of $49.1 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 1.01%. This compares to year-ago revenues of $46.41 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Cass shares have added about 16.7% since the beginning of the year versus the S&P 500's gain of 4.3%. While Cass has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Cass was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy)...

Cass Information Systems (CASS) is expected to deliver flat earnings compared to the year-ago quarter on higher revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This invoice and payment management company is expected to post quarterly earnings of $0.63 per share in its upcoming report, which represents no change from the year-ago quarter. Revenues are expected to be $49.6 million, up 6.9% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 7.46% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for posit...

Cass Information Systems (CASS) came out with quarterly earnings of $0.68 per share, beating the Zacks Consensus Estimate of $0.64 per share. This compares to earnings of $0.33 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +6.25%. A quarter ago, it was expected that this invoice and payment management company would post earnings of $0.63 per share when it actually produced earnings of $0.69, delivering a surprise of +9.52%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Cass, which belongs to the Zacks Computer - Services industry, posted revenues of $49.89 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.58%. This compares to year-ago revenues of $50.37 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Cass shares have added about 3.4% since the beginning of the year versus the S&P 500's gain of 0.4%. While Cass has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Cass was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank...

ST. LOUIS (AP) — ST. LOUIS (AP) — Cass Information Systems Inc. (CASS) on Thursday reported profit of $8.2 million in its fourth quarter. The St. Louis-based company said it had profit of 62 cents per share. Earnings, adjusted for one-time gains and costs, were 68 cents per share. The invoice and payment management company posted revenue of $49.9 million in the period. For the year, the company reported profit of $35.1 million, or $2.61 per share. Revenue was reported as $190.8 million. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on CASS at https://www.zacks.com/ap/CASS

Cass Information Systems (CASS) reported a net profit margin of 12.5%, up from 10.8% a year ago, with earnings growth accelerating to 21.9% over the past year after several years of average annual declines of 2.5%. The company’s share price now sits at $39.05, just below its estimated fair value of $39.26, and its price-to-earnings ratio of 18.4 comes in under the peer average but above the industry average. While margins and earnings trends improved, revenue growth is only projected at 0.9% per year. This is far slower than the wider US market, which adds a note of caution for investors looking beyond the headline profitability. See our full analysis for Cass Information Systems. Now, let’s see how these latest results compare to the key narratives and expectations that shape the market’s view on Cass. Some beliefs may get confirmed while others could be in for a shake-up. Curious how numbers become stories that shape markets? Explore Community Narratives Cass lifted its net profit margin to 12.5%, up from 10.8% last year. This nearly two percentage point improvement in operational efficiency is an uncommon jump in diversified financials. The prevailing investment narrative sees Cass as a stable, income-focused holding, and this stronger profit margin gives weight to that position: Recent results reflect not just steadiness but actual quality improvement, which aligns with the market’s view that Cass is low risk, with dependable cash flows. However, while operational efficiency is rising, the firm's slow revenue growth rate keeps expectations in check and signals there isn’t a major growth catalyst driving the business yet. Earnings grew 21.9% in the past year, a sharp recovery after annual declines of 2.5% over the previous five years. This shift reverses the multi-year narrative that Cass had stalled on the bottom line. What is surprising is the sudden momentum, considering the core narrative positions Cass as a reliable but unspectacular dividend payer: This break from the longer-term trend challenges the idea that the company cannot generate upside, even as its core business remains niche and under the radar. Yet, market watchers might hesitate to get swept up in optimism, given the tepid 0.9% forward revenue growth forecast compared to the broader sector’s 10% average. The company’s P/E ratio stands at 18.4, which is lower than the peer average of 24.5...

ST. LOUIS, Mo., October 23, 2025--(BUSINESS WIRE)--Cass Information Systems, Inc. (Nasdaq: CASS) (the Company or Cass) today reported its third quarter 2025 earnings as follows: In announcing these results, Martin Resch, the Company’s President and Chief Executive Officer, noted, "We continue to achieve consistent quarterly improvement in our financial results driven by net interest income growth and controlled expenses." Resch added, "Technological improvements in our facility line of business have resulted in greater than 80% of invoices processed in AI enabled, automated systems, thus allowing for continued efficiencies in data ingestion. We are also consolidating functions across business lines from which we anticipate seeing savings in 2026." Third Quarter Financial Highlights (All comparisons refer to the third quarter of 2024, except as noted) Net income and diluted earnings per share of $9.1 million and $0.68, respectively. Return on average equity and assets of 15.29% and 1.44%, respectively. Increase in net interest margin to 3.87%, compared to 3.55% in the prior year quarter. Increase in net interest income of $3.4 million, or 19.3%, compared to the prior year quarter. Increase in facility dollar volumes of 13.9% compared to the prior year quarter. Continued strong asset quality with no loan charge-offs and an allowance for credit losses to loans ratio of 1.29%. Repurchased 159,587 shares of Company stock at weighted average price of $41.96. Quarterly dividend increased $0.01 to $0.32 for the fourth quarter of 2025. Third Quarter 2025 Financial Commentary Transportation Invoice and Dollar Volumes – Transportation invoice volumes of 8.9 million decreased 3.0% as compared to the third quarter of 2024. Transportation dollar volumes of $9.3 billion increased 2.0% as compared to the third quarter of 2024. The average dollars per invoice were $1,044 in the third quarter of 2025, compared to $1,060 in the second quarter of 2025 and $993 in the third quarter of 2024. Volumes remain lower than prior periods primarily due to the ongoing freight recession and the impact of tariffs. Dollars per invoice increased as compared to the third quarter of 2024 due to a slight increase in overall freight rates as described in the Cass Freight Index®. Facility Expense Invoice and Dollar Volumes – Facility expense invoice volumes of 4.1 million decreased 2.2% as compare...

ST. LOUIS (AP) — ST. LOUIS (AP) — Cass Information Systems Inc. (CASS) on Thursday reported profit of $9.1 million in its third quarter. On a per-share basis, the St. Louis-based company said it had net income of 68 cents. Earnings, adjusted for one-time gains and costs, were 69 cents per share. The invoice and payment management company posted revenue of $50.1 million in the period. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on CASS at https://www.zacks.com/ap/CASS

Cass Information Systems (CASS) came out with quarterly earnings of $0.69 per share, beating the Zacks Consensus Estimate of $0.63 per share. This compares to earnings of $0.21 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +9.52%. A quarter ago, it was expected that this invoice and payment management company would post earnings of $0.72 per share when it actually produced earnings of $0.38, delivering a surprise of -47.22%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Cass, which belongs to the Zacks Computer - Services industry, posted revenues of $50.06 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.33%. This compares to year-ago revenues of $50.55 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Cass shares have lost about 7% since the beginning of the year versus the S&P 500's gain of 13.9%. While Cass has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Cass was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #5 (Strong Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1...

Cass Information Systems (CASS) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended September 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The earnings report might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This invoice and payment management company is expected to post quarterly earnings of $0.63 per share in its upcoming report, which represents a year-over-year change of +200%. Revenues are expected to be $49.4 million, down 2.3% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 1.54% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power i...