Pathward Financial (CASH) Tax Rate (2010 - 2026)
Pathward Financial (CASH) recorded Tax Rate of 9.51% in fiscal Q3 2026 (quarter ended Jun 30, 2026), down 0.66 percentage points from 10.17% a year earlier and down 6.74 percentage points from the prior quarter.
Pathward Financial (CASH) Tax Rate (2010 - 2026) Analysis & Trends
On a TTM basis, Pathward Financial's Tax Rate came in at 16.01% as of Jun 30, 2026, up 1.71 percentage points year-over-year; for FY2025 (ended Sep 30, 2025), it came in at 16.26%, up 0.66 percentage points from FY2024.
- Annual Tax Rate has a five-year change of +11.34 percentage points (FY2020 to FY2025).
- Across earlier fiscal years, Tax Rate came in at 15.60% in FY2024 (+9.42 pp), 6.18% in FY2023 (-8.35 pp), 14.53% in FY2022 (+7.69 pp) and 6.84% in FY2021 (+1.92 pp).
- The fiscal Q3 2026 figure is the lowest quarterly Tax Rate since fiscal Q4 2024.
- On a year-over-year basis, Tax Rate rose in three of the last eight quarters, with an average year-over-year change of +4.43 percentage points.
- Peak year-over-year performance for Tax Rate in the last five years was a gain of 32.02 percentage points in fiscal Q4 2024, against a drop of 21.12 percentage points in fiscal Q3 2023 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at 16.25% (Q2 2026), 16.88% (Q1 2026) and 19.16% (Q4 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 881.30 Bn | 881.30 Bn | - | 23.12% |
| 2 | Bank Of America | 354.90 Bn | -2,021.17 Bn | - | 21.54% |
| 3 | Hsbc Holdings | 311.39 Bn | -1,517.77 Bn | - | 60.94% |
| 4 | Morgan Stanley | 282.15 Bn | -226.95 Bn | - | 23.07% |
| 5 | Royal Bank Of Canada | 281.68 Bn | -548.32 Bn | - | 22.26% |
| 6 | Goldman Sachs | 255.22 Bn | -3,301.89 Bn | - | 22.60% |
| 7 | Mitsubishi Ufj Financial | 249.82 Bn | -82.42 Bn | 10.89 Bn | 24.29% |
| 8 | Wells Fargo & Company | 249.49 Bn | 251.62 Bn | - | 17.42% |
| 9 | Toronto Dominion Bank | 210.53 Bn | -465.35 Bn | - | - |
| 10 | Pathward Financial | 1.61 Bn | 851.38 Mn | - | 9.51% |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 9.51% |
| Mar 31, 2026 | 16.25% |
| Dec 31, 2025 | 16.88% |
| Sep 30, 2025 | 19.16% |
| Jun 30, 2025 | 10.17% |
| Mar 31, 2025 | 17.69% |
| Dec 31, 2024 | 16.60% |
| Sep 30, 2024 | 9.02% |
| Jun 30, 2024 | 11.92% |
| Mar 31, 2024 | 19.43% |
| Dec 31, 2023 | 17.97% |
| Jun 30, 2023 | 1.02% |
| Mar 31, 2023 | 12.56% |
| Dec 31, 2022 | 17.87% |
| Jun 30, 2022 | 22.14% |
| Mar 31, 2022 | 13.32% |
| Dec 31, 2021 | 18.64% |
| Sep 30, 2021 | 6.18% |
| Jun 30, 2021 | 11.02% |
| Mar 31, 2021 | 1.86% |
Pathward Financial Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=CASH&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "CASH", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=CASH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();