NASDAQ$CASH

Meta Financial Group Inc · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

Reported net income for the first quarter of fiscal year 2025.

Pathward Financial, Inc. reported a strong start to fiscal 2025 with a net income of $31.4 million, or $1.29 per share, for the three months ended December 31, 2024. The company completed the sale of its insurance premium finance business and debt securities, optimizing its balance sheet. Total revenue increased by 7% year-over-year, driven by growth in both net interest income and noninterest income.

  • Completed the sale of the insurance premium finance business and subsequent sale of debt securities to optimize the balance sheet.
  • Extended two contracts with large, existing partners in Partner Solutions.
  • Started tax season with 12% more enrolled tax offices than last year.
  • Net interest margin increased 61 basis points to 6.84%.

Headline financials

Total Revenue

$174M

Previous: $163M+6.6%
EPS (adj)

$1.29

Previous: $1.06+21.7%
Capital Expenditures

-$2.09M

Previous: -$1.89M-10.7%
Net Income

$31.4M

Previous: $27.7M+13.5%
Operating Income

$37.9M

Previous: $145M-73.8%

Revenue & EPS history

Meta · Revenue · Quarterly

$174M

Q1 2025+6.6%vs Q1 2024
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Meta · $55.2M total across 5 segments · Q1 2023

  • Card and deposit fees
    $37.7M
  • Rental income
    $12.7M
  • Other income
    $3.56M
  • Refund transfer product fees
    $677K
  • Gain on sale of other
    $502K

Forward guidance

The company did not provide specific forward guidance in this earnings report.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+1.2%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+3.4%

Avg return

30 days after

55%

36 / 65 earnings

Positive

+20.5%

Q4 2020

Best reaction

-18.5%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+0.7%-9.6%-16.0%
Q1 2026+7.1%-3.0%-2.7%
Q4 2025-0.0%-2.2%-2.2%
Q2 2025+6.0%+6.9%+3.8%
Q1 2025-0.6%+2.6%+2.7%
Q4 2024-4.0%-3.7%+13.4%
Q3 2024+4.9%+4.1%+3.1%
Q2 2024+4.3%+1.5%+8.9%
Q1 2024+1.1%+3.0%-2.5%
Q4 2023+7.5%+6.7%+16.1%
Q3 2023-5.8%-7.7%-13.8%
Q2 2023+7.9%+10.1%+15.2%
Q1 2023+7.8%+7.3%+12.2%
Q4 2022+6.6%+5.9%+13.2%
Q3 2022-18.5%-20.2%-18.5%
Q2 2022-2.9%-4.4%-7.5%
Q1 2022-1.5%+3.4%-3.9%
Q4 2021-10.7%-6.5%+0.1%
Q3 2021+3.5%+0.3%+2.7%
Q2 2021+10.3%+8.3%+15.7%
Q1 2021+3.5%+3.7%+16.1%
Q4 2020+20.5%+23.2%+45.7%
Q3 2020+5.5%+0.8%+0.9%
Q2 2020-7.7%+1.9%-1.7%
Q1 2020+1.5%+1.5%-11.3%
Q4 2019-9.6%-9.3%-2.0%
Q3 2019+10.9%+8.8%+12.4%
Q2 2019+14.3%+13.1%+20.7%
Q1 2019+9.0%+6.0%+7.0%
Q4 2018+6.5%+5.6%-4.6%
Q3 2018-5.3%-6.7%-11.0%
Q2 2018-8.2%-9.5%+0.8%
Q1 2018+12.7%+5.5%+4.5%
Q4 2017+4.0%+3.5%+10.7%
Q3 2017-0.9%-23.4%-25.4%
Q2 2017-4.4%-6.0%-2.9%
Q1 2017-15.3%-6.3%-14.0%
Q4 2016+5.9%+5.2%+35.8%
Q3 2016+4.0%+3.6%+11.5%
Q2 2016+7.2%
Q1 2016+15.7%
Q4 2015+3.7%
Q3 2015-0.8%
Q2 2015-4.1%
Q1 2015+3.3%
Q4 2014+0.1%
Q3 2014-3.3%
Q2 2014-4.2%
Q1 2014-3.1%
Q4 2013-5.8%
Q3 2013+7.1%
Q2 2013-1.7%
Q1 2013+1.6%
Q4 2012-2.1%
Q3 2012-3.2%
Q2 2012-0.8%
Q1 2011+12.9%
Q1 2012-5.0%
Q2 2011+6.8%
Q4 2009+6.8%
Q4 2011+6.8%
Q3 2010-13.8%
Q4 2010-13.8%
Q3 2011-13.8%
Q2 2010+12.5%

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