PATHWARD FINANCIAL, INC.
For the period ended Feb 24, 2026. Filed Jan 14, 2026.
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Feb 24, 2026 · Filed Jan 14, 2026
Contents
Performance Highlights
Fiscal 2025 Performance Highlights
We delivered strong financial results for fiscal year ended September 30, 2025:
| uEarned net income of $185.9M | uRepurchased 2,062,184 SHARESof common stock as part of the Company's share repurchase program |
|---|---|
| uRecognized return on average assets of 2.46% compared to 2.40% for the prior year period | |
| uNet Interest Income growth of 3% as compared to FY2024uLoans and Leases increased 14% when compared to September 30, 2024uPartner Solutions extended multiple agreements, signed new agreements, and launched new programs with both new and existing partnersuPathward is committed to a culture of risk and compliance | uPaid dividend every quarter dating back to 1994uCertified™ Great Place To Work® for third year in a rowuPathward named one of the top companies on 2025-2026 U.S. News & World's Best Companies to Work For on its Finance and Insurance list and Midwest list |
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Return of Capital to Shareholders
| $776.9M | $40.5M |
|---|---|
| TOTAL SHARE REPURCHASES2Q19 TO 4Q25 | TOTAL DIVIDENDS PAID2Q19 TO 4Q25 |
Investment Highlights
u Record of strong earnings growth and profitability above banking industry averages
u Excess capital generating business enables ongoing return of value to shareholders
u Experienced leader in fast-growing payments sector, with diversified portfolio of high-quality financial partners
u Resilient Commercial Finance loan portfolio produces attractive returns throughout economic cycles
u Highly advantageous national bank charter, with mature risk and compliance capabilities
2 \ PATHWARD FINANCIAL, INC. 2026 PROXY STATEMENT
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