CASS NASDAQ Week ended 31 Jul 2026

Weekly Investor Report

Cass Information Systems Inc · Industrials · Specialty Business Services

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Latest close 55.92 USD
3.1% latest week
Weekly setup

Constructive, but selective

The weekly trend is active. Price is 19.1% above the Trend Line and sits at 96.4% of its 52-week range. The latest completed week returned 3.1%, after a 6.5% four-week move. The latest factor snapshot indicates quality ranks strongly versus its universe; growth is moderate; valuation is neither clearly cheap nor expensive. Options positioning is mixed with 31/100 conviction, while the latest news-sentiment score is 58/100. Near-term considerations: price is close to its 52-week high; earnings are due in 82d.

Setup score 73 out of 100
Latest Close 55.92 USD 31 Jul 2026
1W Return 3.1% latest completed week
4W Return 6.5% short-term follow-through
12W Return 18.1% quarterly tape
Trend Breadth 63.5% 33 of 52 weeks active
Volume Ratio 1.1x vs 13-week average
What is working
  • The trend backdrop is active with a 28-week active streak.
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • Price is above Fair Value, showing premium demand versus the model.
  • Activity pressure is positive on the latest completed week.
What could go wrong
  • 3 reversal markers appear in the recent smart-money tape.
What to watch next
  • Price is close to its 52-week high; watch for continuation or exhaustion.
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through 3.1% Latest completed week; four-week move 6.5%. Indicator stack 80/76 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. Options pressure Mixed 31/100 conviction; expected move 7.0%. News sentiment 58/100 40 relevant articles in the latest sentiment read. Event risk 82d Next report is scheduled for 22 Oct 2026; event risk rises as the date approaches.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is active. Price is 19.1% above the Trend Line and sits at 96.4% of its 52-week range. The latest completed week returned 3.1%, after a 6.5% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 1.1x the 13-week average. Participation is around or above normal and provides reasonable confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul 31 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.9312-week average 0.87

12-week confirmation

Trend active12/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure12/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership6/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.93Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers33 reversal markers

No recent accumulation markers. 3 reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is 6.5% over four weeks, 18.1% over 12 weeks, and 45.2% over one year. The current trend has remained active for 28 consecutive weeks.

Performance by holding period

1W3.1%
4W6.5%
12W18.1%
26W26.1%
52W45.2%
Active trend streak28 weeks
Active weeks in one year33
Trend breadth63.5%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure1.47Latest activity-pressure read.
Pressure change-4.0%Four-week change in activity pressure.
Leadership16.13Latest relative-leadership reading.
RS change182.4%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality ranks strongly versus its universe; growth is moderate; valuation is neither clearly cheap nor expensive.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 30 Jun 2026 Field coverage 100% Model confidence 100%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength91/100Blend of value, momentum, and quality. Underlying universe rank 10; rank 1 is best.
Value66/100Relative valuation strength. Underlying universe rank 35; rank 1 is best.
Quality96/100Profitability and accounting quality. Underlying universe rank 5; rank 1 is best.
Momentum77/100Medium-term price momentum. Underlying universe rank 24; rank 1 is best.
Growth31/100Revenue and earnings growth. Underlying universe rank 70; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Value-quality framework82/100Value and quality alignment from the Sharemaestro SVQF framework.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
19.0x
Price divided by trailing earnings.
Price / sales
3.4x
Market value relative to trailing revenue.
EV / EBITDA
10.3x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
7.8%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
96.2%
Gross profit retained from each unit of revenue.
Operating margin
24.4%
Operating profit retained from revenue.
Free-cash-flow margin
21.2%
Free cash flow generated from revenue.
Return on invested capital
41.4%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
-1.7%
Latest one-year revenue growth.
EPS growth
44.8%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
-
Latest one-year free-cash-flow growth.
Piotroski F-score
7/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
2.3%
Cash dividends relative to market value.
Buyback yield
3.7%
Net share repurchases relative to market value.
Shareholder yield
6.1%
Dividend yield plus net buyback yield.
Net debt / EBITDA
-2.8x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Options positioningMixed

CASS shows mixed options pressure with a 31/100 conviction score, put-call volume ratio of n/a, expected move of 7.0%, and Sharemaestro trend signal active.

Conviction31/100
Expected move7.0%
Put/call volume
Pressure2
Speculation0
Volatility48
Trend agreement95
Open options detail
Insider activity13 / 6

13 acquisitions and 6 disposals in the latest 180-day insider tape.

Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.
News sentiment58/100

Weighted news tone is neutral across 40 relevant articles.

18 positive · 20 neutral · 2 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings82dNext report is scheduled for 22 Oct 2026; event risk rises as the date approaches.
Options expected move7.0%Nearest-chain priced movement where available.
52-week drawdown-1.4%Distance below the 52-week high.
13-week volatility2.3%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher16 of 2610 weeks finished lower.
Best week+5.0%Week of 10 Apr.
Worst week-4.2%Week of 15 May.
Latest week+3.1%Week of 31 Jul.

Shape of recent returns

Strong gains4
Modest gains12
Flat weeks0
Modest losses8
Sharp losses2
Recent vol2.3%13-week weekly-return volatility.
Base vol2.8%52-week weekly-return volatility.
Up/down split33/19Count of positive and negative weeks in the 52-week window.
Average skew2.5% / -2.2%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape72/100

Trend, activity pressure, participation, and risk combine to a 72/100 tape read.

 Indicator analysis75/100

Latest 12-week confirmation: trend 12/12, activity pressure 12/12, relative leadership 6/12.

Activity pressure 0.93; 3 reversal markers Factors82/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 15; Small Cap Core rank 67 SVQF82/100

Value and quality alignment from the Sharemaestro SVQF framework.

Composite rank 128.5 of 726 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Options57/100

CASS shows mixed options pressure with a 31/100 conviction score, put-call volume ratio of n/a, expected move of 7.0%, and Sharemaestro trend signal active.

Mixed · Options-market disagreement · Expected move 7.0% Sentiment58/100

Weighted news tone is neutral across 40 relevant articles.

Cass Information Systems (CASS) Stock Net Margin Jump Challenges Cautious Earnings Narratives Insiders13 / 6

13 acquisitions and 6 disposals in the latest 180-day insider tape.

 Earnings82d

Next report is scheduled for 22 Oct 2026; event risk rises as the date approaches.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
31 Jul 202655.92 USD3.1%46.95 USD41.34 USD1.4716.13421.8KOn
24 Jul 202654.25 USD1.7%46.42 USD41.20 USD1.4713.64324.5KOn
17 Jul 202653.32 USD2.4%46.00 USD41.08 USD1.6110.13446.5KOn
10 Jul 202652.05 USD-0.9%45.64 USD40.97 USD1.533.09287.8KOn
3 Jul 202652.51 USD1.8%45.38 USD40.86 USD1.535.71369.6KOn
26 Jun 202651.57 USD4.1%45.05 USD40.75 USD1.304.50624.9KOn
19 Jun 202649.52 USD0.1%44.70 USD40.65 USD0.80-4.32437.3KOn
12 Jun 202649.45 USD4.1%44.41 USD40.57 USD0.42-2.16464.6KOn
5 Jun 202647.52 USD3.9%44.10 USD40.49 USD0.08-4.03418.9KOn
29 May 202645.72 USD0.9%43.81 USD40.42 USD0.05-12.07345.0KOn
22 May 202645.31 USD-0.0%43.58 USD40.37 USD0.27-10.74332.1KOn
15 May 202645.32 USD-4.2%43.34 USD40.31 USD0.71-10.07361.4KOn
8 May 202647.34 USD0.8%43.04 USD40.24 USD1.02-6.77309.9KOn
1 May 202646.98 USD-4.0%42.67 USD40.16 USD1.18-2.83382.2KOn
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.