Every material Form 8-K CASS INFORMATION SYSTEMS INC has filed with the SEC since July 23, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Cass Information Systems reported third quarter 2026 net income of $10.6 million, or $0.81 per diluted share, up 16.1% and 19.1% from the third quarter of 2025. Total revenues rose 5.3% and net interest margin widened to 4.02% from 3.87%. The board also declared a $0.34 quarterly dividend, up $0.02 per share, and management expects higher operating expense growth in the fourth quarter of 2026 and 2027.
Net income of $10.6 million and diluted EPS of $0.81 for the third quarter of 2026, up 16.1% and 19.1% year over year
Total revenues of $52.7 million, up $2.6 million or 5.3%; net interest income rose $1.9 million or 8.9%
Quarterly dividend raised to $0.34 per share, payable December 14, 2026 to shareholders of record on December 4, 2026
No common stock repurchases in the quarter; loans fell $38.3 million, or 3.5%, from June 30, 2026
Cass Information Systems entered into an independent contractor agreement with Dwight Erdbruegger, who is retiring, to provide general consulting services through December 31, 2026. The agreement also fully vests his 2,318 time-based restricted stock units, which the filing notes were granted under a February 3, 2026 agreement.
Agreement dated October 7, 2026; term runs through December 31, 2026, terminable by either party on 30 days' notice
Consulting fee of $150.00 per hour, exclusive of taxes and fees, paid monthly
Full vesting of 2,318 time-based restricted stock units previously granted under a February 3, 2026 agreement
Includes customary non-competition, non-solicitation, confidentiality and intellectual property covenants; approved by the Compensation Committee
Cass Information Systems reported record second-quarter 2026 net income of $10.6 million, or $0.81 per diluted share, compared with $0.38 per diluted share from continuing operations in the second quarter of 2025. Adjusted diluted EPS from continuing operations, a non-GAAP measure, was $0.71, up 22.4% year over year, and the board declared a $0.32 quarterly dividend.
Record net income of $10.6 million and diluted EPS of $0.81, versus $0.38 from continuing operations in Q2 2025.
Adjusted diluted EPS from continuing operations of $0.71 (non-GAAP), up 22.4% from Q2 2025.
Net interest margin rose to 4.00% from 3.78%; total revenues were $49.9 million versus $44.4 million.
Board declared a $0.32 per share dividend, payable September 14, 2026, to shareholders of record on September 4, 2026.
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