Indices from Cass Show Truckload Rates Steady, Intermodal is up
Recent data from Cass Information Systems Inc. and Avondale Partners LLC indicates that truckload rates have remained steady, while intermodal rates have experienced a month-to-month increase. The Cass Truckload Linehaul Index shows a 1% rise in truckload rates compared to the previous year, attributing capacity constraints to various factors. Conversely, the Cass Intermodal Linehaul Index reported a 1.3% increase in intermodal rates from July to August, potentially influenced by high diesel prices.
Understanding the Setup: (CASS) and Scalable Risk
The article analyzes Cass Information Systems Inc (NASDAQ: CASS) using AI models, revealing conflicting sentiment across time horizons and suggesting choppy conditions. It provides three distinct trading strategies (Position, Momentum Breakout, and Risk Hedging) with specific entry, target, and stop-loss levels, alongside a multi-timeframe signal analysis indicating support and resistance levels. The report highlights elevated downside risk due to a lack of long-term support signals.
Cass Information Systems, Inc $CASS Shares Bought by ProShare Advisors LLC
ProShare Advisors LLC increased its stake in Cass Information Systems (NASDAQ:CASS) by 8.6% in the third quarter, bringing their total ownership to 301,998 shares valued at $11.88 million. Other institutional investors also significantly boosted their holdings, with overall institutional ownership reaching about 59.08%. Cass Information Systems surpassed quarterly earnings expectations, reporting an EPS of $0.68 on $49.89 million in revenue, and announced a quarterly dividend of $0.32, equivalent to a 2.8% annual yield.
Cass Information Shares Surge to New Peak Following Record Year
Cass Information Systems, Inc. shares recently hit a new 52-week high of $47.00 after the company announced record profitability for the full year 2025. Strategic operational changes, including the consolidation of waste and utility services into a new "Facility" segment with AI integration, are expected to drive future performance. The company also declared a quarterly dividend of $0.32 per share and continued its share repurchase program.
Cass Information Shares Surge to New Peak Following Record Year
Cass Information Systems, Inc. (CASS) share prices reached a new 52-week high of $47.00 after the company announced record profitability and strategic operational changes for the full year 2025. Key factors include the consolidation of waste and utility service operations into a new "Facility" segment with an emphasis on AI, an expanded net interest margin, and record annual net income of $35.1 million. The company also declared a quarterly dividend of $0.32 per share and continued its share repurchase program, with market focus now shifting to the Q1 2026 results.
Cass Information Systems (CASS) Price Target Increased by 11.11% to 51.00
The average one-year price target for Cass Information Systems (NasdaqGS:CASS) has been raised by 11.11% to $51.00 per share, up from $45.90. This new target represents a 10.87% increase from the last reported closing price of $46.00. Institutional ownership shows a slight decrease in the total shares owned, but a bullish put/call ratio of 0.18.
Ballast Asset Management LP Has $2.04 Million Stake in Cass Information Systems, Inc $CASS
Ballast Asset Management LP reduced its stake in Cass Information Systems (NASDAQ:CASS) by 42.6% in the third quarter, now holding 51,759 shares valued at $2.04 million. Other institutional investors like BNP Paribas Financial Markets, CWM LLC, and New York State Common Retirement Fund increased their holdings. Cass Information Systems recently reported better-than-expected Q4 earnings with an EPS of $0.68 and declared a quarterly dividend of $0.32.
The Technical Signals Behind (CASS) That Institutions Follow
This article from Stock Traders Daily discusses the technical signals for Cass Information Systems Inc (NASDAQ: CASS) that institutions are following. It highlights neutral near-term readings and mid-term strong sentiment, while also presenting AI-generated trading strategies including position, momentum breakout, and risk hedging strategies with specific entry, target, and stop-loss levels. The analysis also covers multi-timeframe signal strength, support, and resistance levels for CASS.
Cass Information Systems (CASS) Margin Jump Reinforces Bullish Earnings Narratives
Cass Information Systems (CASS) reported strong Q4 FY 2025 results with a significant 62.3% earnings jump and a 15% net margin, contrasting with a 2.4% annual decline over the last five years. While analysts are bullish on the company's efficiency-driven earnings growth (17.2% forecast vs. 1.9% revenue growth), the stock trades at a P/E premium and above its DCF fair value, raising concerns for skeptics about its current valuation.
Cass Information Systems, Inc (NASDAQ:CASS) Announces $0.32 Quarterly Dividend
Cass Information Systems (NASDAQ:CASS) has declared a quarterly dividend of $0.32 per share, payable on March 13th to shareholders of record as of March 3rd. This dividend represents a 2.9% yield and marks the company's 23rd consecutive year of dividend increases, with a payout ratio of approximately 41%. Analysts project the company will earn $3.15 per share next year, ensuring continued dividend coverage.
Cass Information Systems reports record 2025 earnings on higher interest income and payment volumes
Cass Information Systems reported record earnings for 2025, driven by increased interest income and growing payment volumes. The Des Peres-based company also undertook strategic initiatives during the year, including a business consolidation and a significant settlement with a former client.
Cass Information Systems (NASDAQ:CASS) Releases Quarterly Earnings Results, Beats Expectations By $0.04 EPS
Cass Information Systems (NASDAQ:CASS) reported its quarterly earnings, beating analyst expectations by $0.04 EPS with actual earnings of $0.68. The business services provider achieved a return on equity of 11.61% and a net margin of 16.48%. The stock currently trades around $43, with institutional investors owning 59.08% and analysts giving it a "Moderate Buy" rating with an average target price of $45.50.
Cass: Q4 Financial Results Overview
Cass Information Systems Inc. announced its fourth-quarter financial results, reporting $8.2 million in profit and 62 cents per share, with adjusted earnings of 68 cents per share. The company generated $49.9 million in revenue for the quarter. For the full year, Cass achieved a total profit of $35.1 million ($2.61 per share) and annual revenue of $190.8 million.
Cass: Q4 Financial Results Overview
Cass Information Systems Inc. reported a profit of $8.2 million in the fourth quarter, with earnings of 62 cents per share and adjusted earnings of 68 cents per share. The company generated $49.9 million in revenue for the quarter. For the full year, Cass Information Systems achieved a total profit of $35.1 million ($2.61 per share) and annual revenue of $190.8 million.
Cass: Q4 Earnings Snapshot
Cass Information Systems Inc. (CASS) reported a profit of $8.2 million, or 62 cents per share, in its fourth quarter. Adjusting for one-time gains and costs, earnings were 68 cents per share, with revenue reaching $49.9 million. For the full year, the company posted a profit of $35.1 million, or $2.61 per share, on revenues of $190.8 million.
Precision Trading with Cass Information Systems Inc (CASS) Risk Zones
This article from Stock Traders Daily provides a detailed AI-driven analysis for Cass Information Systems Inc (CASS), highlighting its near-term strong sentiment but neutral mid- and long-term outlook. It identifies a significant 20.9:1 risk-reward short setup and outlines specific trading strategies (Position, Momentum Breakout, Risk Hedging) with entry zones, targets, and stop losses. The analysis also includes multi-timeframe signal data with support and resistance levels.
Cass TL Linehaul Index climbs amid shipment decline
The Cass TL Linehaul Index rose in December 2025, marking its fourth consecutive monthly increase and remaining positive year-over-year throughout 2025, despite an overall decline in shipments. The report attributes the rate increase to winter storms and capacity contraction, with inventories reportedly lean. J.B. Hunt also noted market tightening towards the end of 2025, independent of weather.
Cass Information Systems (CASS) to Release Quarterly Earnings on Thursday
Cass Information Systems (CASS) is scheduled to release its Q4 2025 earnings before market open on Thursday, January 22nd. Analysts forecast earnings of $0.64 per share and revenue of $49.6 million. The company recently increased its quarterly dividend to $0.32, resulting in an annualized yield of approximately 3.0%.
Technical Reactions to CASS Trends in Macro Strategies
The article provides a technical analysis of Cass Information Systems Inc (NASDAQ: CASS), indicating a neutral sentiment in the near term that could moderate mid-term weakness. It highlights an exceptional risk-reward setup and outlines three distinct AI-generated trading strategies (Position, Momentum Breakout, and Risk Hedging) tailored to different risk profiles. The analysis also includes multi-timeframe signal analysis for near-term, mid-term, and long-term horizons, along with real-time signal access options.
Tributary Capital Management LLC Boosts Stock Holdings in Cass Information Systems, Inc $CASS
Tributary Capital Management LLC significantly increased its stake in Cass Information Systems, Inc ($CASS) by 92.6% in the third quarter of 2025, bringing its total holdings to 551,096 shares valued at $21.7 million. This move comes as Cass Information Systems reported strong Q3 earnings, beating analyst expectations, and subsequently raised its quarterly dividend. The company maintains a "Moderate Buy" consensus rating from Wall Street analysts with a target price of $45.50.
Cass Information Systems (NASDAQ:CASS) Stock Passes Above Fifty Day Moving Average - Here's Why
Cass Information Systems (NASDAQ:CASS) briefly rose above its 50-day moving average, reaching $42.01 on Monday, following an earnings beat of $0.69 EPS (vs. $0.63 consensus). The company increased its quarterly dividend to $0.32, offering a 3.1% yield, and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $45.50. Institutional investors hold approximately 59% of the stock.
Trading the Move, Not the Narrative: (CASS) Edition
This article analyzes Cass Information Systems Inc (NASDAQ: CASS) using AI models to provide trading strategies. It highlights a weak near-term sentiment but an exceptional risk-reward setup, targeting a 6.5% gain with minimal risk. The report outlines position, momentum breakout, and risk hedging strategies, alongside multi-timeframe signal analysis for CASS.
Cass Information Systems, Inc. (NASDAQ:CASS) is favoured by institutional owners who hold 59% of the company
Institutional owners hold a significant 59% stake in Cass Information Systems, Inc. (NASDAQ:CASS), indicating a strong vote of confidence in the company's future but also making the stock vulnerable to their trading decisions. The top 16 shareholders together own 50% of the company, and insiders have recently been buying shares, with their holdings valued at US$21 million. While there's limited analyst coverage, the general public owns a 30% stake, and private companies hold 8.1% of the shares.
Gabelli Funds LLC Invests $3.08 Million in Cass Information Systems, Inc $CASS
Gabelli Funds LLC invested $3.08 million in Cass Information Systems, Inc. ($CASS) by acquiring 70,986 shares in the second quarter, representing 0.54% ownership. Cass Information Systems recently surpassed earnings expectations, reporting an EPS of $0.69 against a $0.63 consensus, with revenues of $54.01 million. The company also increased its quarterly dividend to $0.32, resulting in an annualized dividend of $1.28 and a 3.0% yield, while maintaining a "Moderate Buy" analyst rating with an average price target of $45.50.
Cass Information Systems (NASDAQ:CASS) Upgraded to Hold at Zacks Research
Zacks Research has upgraded Cass Information Systems (NASDAQ:CASS) from a "strong sell" to a "hold" rating. The company recently exceeded earnings expectations, reporting an EPS of $0.69 against an expected $0.63, and revenue of $54.01 million versus an estimated $50.20 million. Institutional investors collectively own 59.08% of the company's stock, with several firms increasing their holdings in the last quarter.
(CASS) Movement Within Algorithmic Entry Frameworks
This article provides an algorithmic analysis of Cass Information Systems Inc (NASDAQ: CASS), highlighting strong sentiment in the near and mid-term. It identifies resistance testing, an exceptional short setup, and offers three distinct trading strategies: Position Trading, Momentum Breakout, and Risk Hedging. The analysis includes multi-timeframe signal data and emphasizes potential downside versus risk.
Cass Information Systems Authorizes Stock Repurchase Program
Cass Information Systems has authorized a new stock repurchase program for up to 1,000,000 shares, replacing a previous 500,000-share authorization. This initiative aims to provide capital return flexibility, offset stock-based compensation dilution, and reduce share count, funded by cash on hand. While the company has a stable financial base and strong liquidity with zero debt, it faces challenges in profitability and operational efficiency, leading to a neutral to slightly bearish outlook according to Spark's AI Analyst.
Cass Information Systems stock rises as board approves new share buyback
Cass Information Systems, Inc. (NASDAQ:CASS) stock rose after its board of directors approved a new share repurchase program, authorizing the buyback of up to 1 million shares, representing approximately 7.6% of outstanding shares. This new program, which has no expiration date, replaces a previous 500,000 share repurchase program. The company has a strong record of shareholder returns, including 43 consecutive years of dividend payments and a 24-year streak of dividend increases, with Raymond James maintaining an Outperform rating and a $45.00 price target.
Are Options Traders Betting on a Big Move in Cass Information Systems Stock?
Options traders are showing increased interest in Cass Information Systems (CASS), particularly with the Dec 19, 2025 $45.00 Call exhibiting high implied volatility. This suggests market makers anticipate a significant price movement in the stock. However, analysts currently rate CASS as a Zacks Rank #5 (Strong Sell), indicating a potential discrepancy between options market sentiment and fundamental outlook.
Cass Information Systems (CASS) Margin Rebound Challenges Steady-Earner Narrative After Multi-Year Earnings Decline
Cass Information Systems (CASS) reported a significant rebound in its net profit margin to 12.5% and accelerating earnings growth of 21.9% after years of decline. Despite this operational improvement, revenue growth projections remain slow at 0.9% annually, challenging the company's traditional "steady-earner" narrative while raising questions about future growth catalysts. The stock is currently valued near its estimated fair value with a P/E ratio below peers but above the industry average, suggesting it's attractively priced for patient investors prioritizing stability over rapid expansion.
Cass Information Systems Authorizes Stock Repurchase Program
Cass Information Systems has authorized a new stock repurchase program for up to 1,000,000 shares, replacing a previous 500,000-share authorization. This initiative, funded by cash on hand, aims to increase capital flexibility, mitigate stock dilution from compensation, and reduce the share count when opportunities arise. The company, which provides financial services and information processing, currently holds a "Buy" rating from analysts with a $45.00 price target.
Cass Information Systems (CASS) Beats Q3 Earnings and Revenue Estimates
Cass Information Systems (CASS) reported third-quarter earnings of $0.69 per share, surpassing the Zacks Consensus Estimate of $0.63, and revenues of $50.06 million, exceeding the estimate by 1.33%. Despite beating estimates, the company's stock has underperformed the S&P 500 this year, leading to a Zacks Rank #5 (Strong Sell) due to an unfavorable estimate revision trend. Investors are advised to monitor management's commentary and future earnings expectations, as the current outlook projects underperformance in the near future.
Cass Information Systems authorizes repurchase of up to 1 million shares
Cass Information Systems (NASDAQ:CASS) has announced that its board of directors authorized the repurchase of up to 1 million shares of common stock, replacing a previous 500,000-share program. This initiative, which has no expiration date, aims to return capital to shareholders, offset dilution from employee stock-based compensation, and reduce outstanding shares. The company, known for its consistent dividend payments over 43 years, plans to fund these repurchases using existing cash.
Cass Information Systems Banks On AI And Shareholder Returns
Cass Information Systems is leveraging artificial intelligence and share buybacks to boost its profitability, even amidst a soft US freight market. The company reported increased net income and net interest margin in Q3, with over 80% of invoices processed via AI, demonstrating a strategic focus on efficiency and shareholder value. This tech-forward approach is designed to trim costs and consolidate operations by 2026, contributing to solid financial performance and attracting investor interest.
Cass Information Systems Declares Fourth Quarter Dividend
Cass Information Systems declared a fourth quarter dividend of $0.32 per share, payable on December 15, 2025. The company reported strong Q3 2025 results with a net income of $9.1 million and improved net interest margin, despite a decrease in transportation invoice volumes. An analyst rating on CASS stock is a Buy with a $47.00 price target, while TipRanks' AI Analyst, Spark, rates it as Neutral, highlighting its stable financial base and attractive dividend yield for income-focused investors.
Cass Information Systems (NASDAQ:CASS) Will Pay A Larger Dividend Than Last Year At $0.32
Cass Information Systems (NASDAQ:CASS) has announced a dividend increase to $0.32, resulting in a 3.2% yield, which is above the industry average. The company's dividend payments are well-covered by earnings and have shown consistent growth over the past decade, despite a modest earnings per share growth rate. This makes it an attractive opportunity for dividend-focused investors.
Weiss Ratings Reiterates Hold (C) Rating for Cass Information Systems (NASDAQ:CASS)
Weiss Ratings has reiterated its "Hold (C)" rating for Cass Information Systems (NASDAQ:CASS), aligning with a consensus "Hold" rating from multiple analysts. The company recently reported Q3 earnings of $0.69 per share, exceeding estimates, though revenue was slightly below expectations. Institutional investors have made significant adjustments to their holdings in the stock.
(CASS) and the Role of Price-Sensitive Allocations - news.stocktradersdaily.com
This article provides a predictive AI analysis for Cass Information Systems Inc (NASDAQ: CASS), highlighting weak near and mid-term sentiment impacting a neutral long-term outlook. It presents institutional trading strategies, multi-timeframe signal analysis, and AI-generated signals to assist with positioning and risk management for the stock. The report identifies elevated downside risk due to a lack of additional long-term support signals.
Cass Information Systems Inc expected to post earnings of 67 cents a share - Earnings Preview
Cass Information Systems Inc is anticipated to report a decrease in quarterly revenue and earnings per share for the period ending September 30, 2025. The company is expected to post earnings of 67 cents per share on a 0.7% decrease in revenue to $50.2 million. Wall Street's median 12-month price target for CASS is $50.00, suggesting a significant upside from its last closing price.
Raymond James reiterates Outperform rating on Cass Information Systems stock
Raymond James has reiterated an Outperform rating and a $50.00 price target on Cass Information Systems, Inc. (NASDAQ: CASS), despite recent softer-than-expected quarterly results. The company demonstrates strong financial stability with a 23-year streak of dividend increases and a "GOOD" overall financial health score. Strategic adjustments and positive developments, including expense control, net interest margin expansion, and share repurchases, are expected to drive future growth.
Cass Freight Index: Shipments down, rates up in May
The Cass Freight Index for May 2025 indicated a continued decline in freight shipments, marking 28 consecutive months of year-over-year decrease. Despite this, carriers managed to advance pricing initiatives, with freight expenditures showing a second consecutive year-over-year increase and actual freight rates rising approximately 5% sequentially and year-over-year. The report highlights the ongoing impact of trade tensions, which are pushing the freight mix towards truckload and maintaining higher rates despite reduced shipment volumes.
Cass Information Systems CEO Discusses Invoice Fraud and Payment Issues on Today's Marketplace
Today's Marketplace featured an interview with Martin Resch, President & CEO of Cass Information Systems, and Anthony R. Hendrickson, PH.D, Dean of the Heider College of Business, Creighton University. They discussed the significant financial implications of invoice fraud and other security issues related to payables, a growing concern for businesses. Resch highlighted Cass Information Systems' role in processing non-purchase order invoices globally using AI for legitimacy and accuracy, while Hendrickson emphasized the need for financial students to acquire technical skills like blockchain, AI, and machine learning.
St. Louis public company acquires freight-audit system
Cass Information Systems, a St. Louis-based provider of invoice payment and information services, has acquired the AcuAudit freight-audit system from Acuitive Solutions, a Tennessee company. This purchase further expands Cass Information Systems' offerings in the freight audit sector.
Cass acquires ocean, airfreight invoice audit platform
Cass Information Systems has acquired Acuitive Solutions’ AcuAudit platform, significantly expanding its global freight audit and payment services for ocean, air, and drayage shipments. This acquisition enables Cass to provide comprehensive invoice validation and rerating across all modes. Acuitive Solutions will continue its focus on shipment routing and multicarrier parcel solutions, with its founder offering strategic guidance to Cass.
St. Louis public company wins federal contract
Cass Information Systems, a Des Peres-based provider of invoice payment and information services, has secured a five-year federal contract with the U.S. General Services Administration. This contract allows government and federal agencies to award business to Cass, potentially generating up to $1 million annually in revenue from each participating agency. This marks a significant opportunity for the St. Louis-based public company.
Cass Information Systems Receives GSA Multiple Award Schedule Contract for Freight Audit and Payment
Cass Information Systems (Nasdaq: CASS) has secured a Multiple Award Schedule contract with the General Services Administration (GSA), allowing U.S. government agencies to easily procure its freight audit and payment services. This contract enables efficient awarding of business for all transportation modes, providing government agencies with enhanced financial control, spend visibility, and optimized payment processes. Cass processed $90 billion in payables in 2023, including $38 billion in transportation payables, highlighting its expertise in payment solutions.
Cass Information Systems offers working capital solution for shippers, carriers
Cass Information Systems has launched Amplify by Cass, a new service designed to expedite payments to freight carriers, thereby improving working capital for both shippers and carriers. This solution addresses the conflict between shippers seeking extended payment terms and carriers' need for timely payments, allowing carriers to receive funds within two to four business days. Leveraging its extensive supply chain data, Cass facilitates credit qualification and builds a network effect, offering significant financial benefits for all parties involved.
Cass Information Systems Launches Working Capital Solution for Shippers and Carriers
Cass Information Systems (Nasdaq: CASS) has launched Amplify by Cass™, a new working capital solution designed to improve financial efficiency for both shippers and carriers within the supply chain. This addition to the Cass Financial Suite® helps bridge the gap between shippers' desire for increased working capital and carriers' need for timely payments. Amplify by Cass fosters an interconnected partnership to promote a healthier financial ecosystem.
Cass Information Systems Awarded Status as FedEx Certified FBAP Provider
Cass Information Systems (Nasdaq: CASS) has been recognized as a 2024 FedEx Certified Freight Bill Audit and Pay (FBAP) Provider, acknowledging its adherence to FedEx's high standards for EDI capabilities and dispute management. This certification highlights Cass's role in helping shippers optimize parcel spend management and underscores its commitment to serving both buyers and sellers of transportation services. Cass processed $44 billion in transportation services in 2022 and supports global companies in managing complex transportation expenditures.
Wendy Henry Joins Board of Directors of Cass Information Systems, Inc.
Cass Information Systems, Inc. announced the appointment of Wendy Henry to its board of directors. Henry, a retired certified public accountant and former Managing Partner at BKD, LLP, brings extensive financial and accounting expertise. Her appointment is seen as a valuable addition to the board due to her audit background, financial statement expertise, and community involvement.
