Cass Information Systems/$CASS

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About Cass Information Systems

Cass Information Systems Inc is a provider of payment and information processing services to large manufacturing, distribution and retail enterprises across the United States. The company provides transportation invoice rating, payment processing, auditing, accounting, and transportation information. It is also a processor and payer of energy invoices, including electricity, gas, waste, and other facility-related expenses. It operates in two segments: Information Services and Banking Services. The firm generates maximum revenue from the Information Services segment, which provides transportation, energy, telecommunication, and environmental invoice processing and payment services to large corporations.

Ticker

$CASS
Sector
Primary listing

Employees

1,138

CASS Metrics

BasicAdvanced
$563M
22.91
$1.86
0.46
$1.24
2.91%

What the Analysts think about CASS

Analyst ratings (Buy, Hold, Sell) for Cass Information Systems stock.

Bulls say / Bears say

Net interest income surged to $19.48 million in Q2 2025, up 22.3% year-over-year, underpinned by an expansion in net interest margin to 3.78% and growth in interest-earning assets (Reuters)
The divestiture of the TEM business generated a $3.6 million gain and freed up $18 million to redeploy into higher-yielding interest-earning assets, strengthening core financial operations (Reuters)
Wall Street maintains a “buy” consensus on Cass with a median 12-month price target of $50.00, implying roughly 10.8% upside from its July 16 closing price (Reuters)
Q2 2025 revenue of $44.40 million missed the $51 million analyst consensus, reflecting ongoing fee revenue headwinds in its core information services business (Reuters)
Management anticipates neutral profitability post-TEM divestiture, suggesting the sale will not materially boost ongoing earnings power (Reuters)
High operating expenses of $38.12 million in Q2 consumed over 85% of revenue, constraining net margin expansion despite other income gains (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 6 Sept 2025.

CASS Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

CASS Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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