CASSIndustrials · Specialty Business ServicesThe 2 Wall Street analysts covering Cass Information Systems, Inc. hold a median 12-month price target of $61 — +15.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 75 of 100 as at 30 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Cass Information Systems, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (99): The share price has been relatively steady.
Accruals (32): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on CASS, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +15.3% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 23 Oct 2026 | Raymond James | Downgrade | Market Perform | — |
| 6 Aug 2026 | Piper Sandler | Reiterates | Neutral | $52 → $61 |
| 6 Aug 2026 | Piper Sandler | Reiterates | Neutral | — |
| 1 July 2026 | Raymond James | Maintains | Outperform | $52 → $56 |
| 1 July 2026 | Raymond James | Maintains | Outperform | — |
| 24 Oct 2025 | Raymond James | Reiterates | Outperform | — |
| 15 July 2025 | Raymond James | Initiates | Outperform | — |
| 23 Apr 2025 | Piper Sandler | Maintains | Overweight | — |
| 18 Oct 2024 | Piper Sandler | Maintains | Overweight | — |
| 22 July 2024 | Piper Sandler | Reiterates | Overweight | — |
| 12 Feb 2024 | Piper Sandler | Upgrade | Overweight | — |
| 6 Dec 2022 | Piper Sandler | Initiates | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
CASS appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, Cass Information Systems, Inc. returned +37.7% against +12.4% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 40% of US stocks
Cheaper than 38% of US stocks
Cheaper than 31% of US stocks
Cheaper than 51% of US stocks
Higher than 37% of US stocks
Higher than 55% of US stocks
Higher than 87% of US stocks
Higher than 80% of US stocks
Higher than 76% of US stocks
Higher than 56% of US stocks
Higher than 83% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Cass Information Systems, Inc. has a market value of $686.2M and an enterprise value of $430.3M.
Revenue in the twelve months to 30 June 2026: $189.5M. The latest quarter grew 4.2% year on year.
Net income over the same four quarters: $36.7M, a 19.4% net margin.
Diluted earnings per share, trailing twelve months: $2.78.
Free cash flow in the twelve months to 30 June 2026: $41.9M.
Cass Information Systems, Inc. spent $21.0M on share buybacks and $16.4M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 18.3×; forward P/E: 14.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.57%, paying out 46% of earnings.
Cass Information Systems, Inc. employs 905 people — $209K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Cass Information Systems, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The article highlights 42 companies that increased dividends, with Part 1 covering 25 stocks. It singles out dividend increases and valuation details for Comfort Systems USA and West Pharmaceutical Services; CASS is not mentioned in the excerpt.
Why it matters — The excerpt provides no CASS-specific dividend news, so it offers no direct update about the company.
Seeking Alpha published a weekly roundup of dividend activity among Dividend Champions, Contenders, and Challengers, covering companies that changed dividends and those with upcoming ex-dividend dates.
Why it matters — The excerpt does not specify any CASS dividend activity, so it offers no company-specific update for CASS watchers.
Cass Information Systems exceeded expectations in 3Q26, with transportation dollars processed up 14.5% year over year and average freight invoices up 17.2%. The item also notes a higher dividend.
Why it matters — CASS watchers may note the reported operating growth and dividend increase as key developments in the quarter.
Zacks notes that Cass’s top- and bottom-line results for the quarter ended September 2026 provide a view of its performance, while the article focuses on how key metrics compared with Wall Street estimates and year-ago values.
Why it matters — Those metric comparisons provide additional context for assessing Cass’s quarterly performance beyond its headline revenue and earnings figures.
Cass Information Systems reported quarterly earnings of $0.81 per share, above the Zacks Consensus Estimate of $0.80. Earnings were $0.69 per share in the year-ago quarter.
Why it matters — The report indicates CASS exceeded the consensus earnings estimate, while also reporting higher per-share earnings than a year earlier.
The 2 Wall Street analysts covering Cass Information Systems, Inc. have a median 12-month price target of $61, with estimates ranging from $61 to $61. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 2 analysts covering Cass Information Systems, Inc., 0 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Cass Information Systems, Inc. 75 out of 100 across roughly 4,600 US stocks as at 30 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 30 Oct 2026, Cass Information Systems, Inc. ranks 75 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (99 of 100).
No one can know that. What the data says: the median 12-month target from 2 analysts implies +15.3% from the last close, and Ticker Nerd's factor model ranks Cass Information Systems, Inc. 75 out of 100 as at 30 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Cass Information Systems, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CASS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $61 to $61 over the next 12 months.
Cass Information Systems, Inc. returned +37.7% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Cass Information Systems, Inc. is a financial technology and information services company that provides integrated payment and invoice processing solutions for large enterprises.
The most recent item we track (Seeking Alpha, 28 Oct 2026): "Dividend Announcements: October 17-23, 2026 (Part 1 Of 2)". The article highlights 42 companies that increased dividends, with Part 1 covering 25 stocks. It singles out dividend increases and valuation details for Comfort Systems USA and West Pharmaceutical Services; CASS is not mentioned in the excerpt.
Cass Information Systems, Inc. is a financial technology and information services company that provides integrated payment and invoice processing solutions for large enterprises. Cass Information Systems helps organizations manage complex payables across transportation, energy, telecommunications, environmental, utility, waste, and facility-related expenses through services such as invoice rating, auditing, payment processing, accounting support, and data delivery. The company also operates a banking services segment that supports commercial and specialized payment activities, giving it a broader role in financial exchange and treasury-related workflows. Its client base includes manufacturing, distribution, and retail enterprises that rely on structured expense management and transaction processing. Headquartered in St. Louis, Missouri, Cass Information Systems serves as a specialized provider at the intersection of business process services and financial operations.
CEO Mr. Martin H. Resch · 905 employees · United States · https://www.cassinfo.com
