Cass Info Sys

Q3 FY2026 EarningsQ3 FY26 results slightly exceeded consensus, with revenue of $52.7M (vs. $52.3M) and diluted EPS of $0.81 (vs. $0.80). Profitability was bolstered by net interest margin expansion to 4.02% (vs. 4.01% expected), offsetting a 4.6% decline in processing fees. Management raised the quarterly dividend by 6.3% and provided a positive outlook for interest income and CassPay growth, though cautioned on rising tech-related operating expenses heading into FY27.