Market Cap
$22.5B
CASY
CASEYS GENERAL STORES INC
$610.65 ▼ -1.43%
Prev close $619.50Market cap$22.5B
ConsensusBuy
12-mo target$790.53 (+29.5%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (7 insiders)High Impact Filing (7/10)35 New Institutional Positions15 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on CASY right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (70%)
Inst. Holders
50 funds
Inst. Value
$19.7B
Inst. Activity
35 buys / 15 sells
Insider Activity
$199.4K buy / $29.1M sell
Insider Net $
-$28.9M
Social Sentiment
54° Neutral
SEC Reports
9
Congressional
1 trades
Price chart 30d -19.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 10, 2026 short_volume
Short Volume: CASY — 62.1% short (0.3M / 0.6M)
Short: 341,816 | Exempt: 25,531 | TRF Vol: 550,565 | Short Ratio: 62.1% | Off-exchange volume (dark
Sep 2, 2026 Insider
Heiden Cara Kay acquired via exercise 326 shares
Director
Sep 2, 2026 Insider
SUTULA STANLEY J III was granted 220 shares
Director
Sep 2, 2026 Insider
Aug 13, 2026 SEC SUTULA STANLEY J III acquired via exercise 51 shares
Director
A mixed institutional cluster in CASY for 2026-Q2 shows 27 buyers accumulating $689.1M net (led by Norges Bank's new $39
INST-CLUSTER — Impact 5/10
A cluster of insider sales at Casey's General Stores (CASY) totaling approximately $23.1M was filed over a 7-day window.
CLUSTER — Impact 3/10
Multiple senior Casey's executives sold shares in a concentrated window, with President & CEO Darren Rebeles alone selli
CLUSTER — Impact 4/10
Jun 30, 2026 Inst.
VANGUARD CAPITAL MANAGEMENT LLC — ADD
2,414,717 shares ($1.9B)
Analyst ratings buy % -1.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
70% rate it Buy or better · 27 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 11, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Sep 10, 2026 | Raymond James | UPGRADE | Outperform | 54% |
| Sep 10, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Sep 10, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Sep 9, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Sep 9, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Sep 9, 2026 | Stephens & Co. | REITERATE | Overweight | 54% |
| Sep 3, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Aug 27, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jun 29, 2026 | BMO Capital | UPGRADE | Outperform | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 10 | 8 | 0 | 0 | 70% | |
| Aug 1, 2026 | 9 | 10 | 8 | 0 | 0 | 70% | |
| Jul 1, 2026 | 8 | 10 | 9 | 0 | 0 | 67% | |
| Jun 1, 2026 | 8 | 9 | 9 | 0 | 0 | 65% | |
| May 1, 2026 | 7 | 9 | 9 | 0 | 0 | 64% | |
| Apr 1, 2026 | 7 | 9 | 9 | 0 | 0 | 64% | |
| Mar 1, 2026 | 7 | 9 | 8 | 0 | 0 | 67% | |
| Feb 1, 2026 | 7 | 9 | 8 | 0 | 0 | 67% |
Price targets
Where 19 covering analysts think CASY trades over the next 12 months.
$790.53 +29.5% upside Strong Buy
Current$610.65 Low$687.00 Median$775.00 High$933.00 19 analysts
$687.00$933.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Social media sentiment mood -33.3%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
54°
Neutral
BearishNeutralBullish
Recent posts
GAIN: Tapped the Pump CASY 10/16 $620 calls for some $$$
▲ 1 · 💬 4· ⚡ 0.5
YOLO: CASY 9/18 $620 strike calls, 60 contracts
▲ 1 · 💬 5· ⚡ 0.5
GAIN: CASY 9/18 call options Revenge Trade +145% (+$58.6k)
▲ 1 · 💬 8· ⚡ 0.5
YOLO - CASY 9/11 calls, $740 strike, $15,000 basis @30.50
▲ 1 · 💬 5· ⚡ 0.5
POV: You bought CASY 20 years ago and just turned around.
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 1 bullish, 0 bearish, 2 mixed, 6 neutral · avg impact 3.9/10.
MIXEDINST-CLUSTER5/10
A mixed institutional cluster in CASY for 2026-Q2 shows 27 buyers accumulating $689.1M net (led by N
Aug 13, 2026
NEUTRALCLUSTER3/10
A cluster of insider sales at Casey's General Stores (CASY) totaling approximately $23.1M was filed
Jul 10, 2026
NEUTRALCLUSTER4/10
Multiple senior Casey's executives sold shares in a concentrated window, with President & CEO Darren
Jul 9, 2026
NEUTRALCLUSTER3/10
A cluster of four insiders at Casey's General Stores shows mixed trading: one director purchased $19
Jul 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 10, 2026
short_volume
Short Volume: CASY — 62.1% short (0.3M / 0.6M)
Short: 341,816 | Exempt: 25,531 | TRF Vol: 550,565 | Short Ratio: 62.1% | Off-exchange volume (dark pool + OTC)
Sep 9, 2026
short_volume
Short Volume: CASY — 63.8% short (0.9M / 1.4M)
Short: 895,822 | Exempt: 73,649 | TRF Vol: 1,404,155 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
Sep 8, 2026
earnings_calendar
CASY Q1 2027 Earnings Scheduled — 2026-09-08
Sep 7, 2026
dark_pool
Dark Pool: CASY — 1.6M shares, 54,831 trades
Week starting 2026-09-07. Total ATS volume: 1,585,421 shares across 54,831 trades.
Aug 31, 2026
short_interest_report
Short Interest: CASY up 21% to 1.4M shares
Settlement 2026-08-31 | Days to cover: 4.37 | ≈3.75% of shares outstanding (est.)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $6.82 | $6.45–$7.38 | 23.3% | +1.5% | 6↑ 0↓ | $5.6B | 17 |
| Next Q | $5.84 | $3.44–$6.36 | 67.5% | -2.5% | 2↑ 3↓ | $4.8B | 17 |
| Current FY | $21.33 | $20.48–$21.83 | 11.3% | -0.3% | 5↑ 2↓ | $20.9B | 17 |
| Next FY | $23.41 | $22.46–$25.25 | 9.8% | -0.6% | 6↑ 1↓ | $20.9B | 16 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $6.818 | — |
| 7d ago | $6.807 | +0.011 |
| 30d ago | $6.716 | +0.102 |
| 60d ago | $6.704 | +0.115 |
| 90d ago | $6.233 | +0.585 |
Institutional ownership
Which big funds own CASY (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $19.7B total value (24,866,572 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 3,472,484 | $2.8B | 14.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,414,717 | $1.9B | 9.7% | ADD +45.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,821,453 | $1.4B | 7.3% | — |
| STATE STREET CORP | 1,758,816 | $1.4B | 7.1% | ADD +27.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,084,171 | $858.6M | 4.3% | ADD +27.9% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 834,437 | $663.2M | 3.4% | ADD +86.6% |
| JPMORGAN CHASE & CO | 810,594 | $633.8M | 3.2% | — |
| FRANKLIN RESOURCES INC | 773,636 | $614.9M | 3.1% | — |
| MORGAN STANLEY | 636,693 | $506.0M | 2.6% | TRIM -32.0% |
| GOLDMAN SACHS GROUP INC | 633,245 | $503.3M | 2.5% | ADD +31.5% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | ADD | 1,663,162 | 2,414,717 | +45.2% | $1.9B |
| STATE STREET CORP | ADD | 1,378,641 | 1,758,816 | +27.6% | $1.4B |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 847,399 | 1,084,171 | +27.9% | $858.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | ADD | 447,077 | 834,437 | +86.6% | $663.2M |
| MORGAN STANLEY | TRIM | 935,994 | 636,693 | -32.0% | $506.0M |
| GOLDMAN SACHS GROUP INC | ADD | 481,394 | 633,245 | +31.5% | $503.3M |
| FMR LLC | TRIM | 831,451 | 591,494 | -28.9% | $470.1M |
| Nuveen, LLC | ADD | 458,881 | 587,084 | +27.9% | $466.6M |
| NORGES BANK | NEW | — | 495,789 | — | $394.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 313,393 | 418,908 | +33.7% | $332.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 50 transactions. Net -$28.9M — $199.4K bought, $29.1M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Heiden Cara Kay | Director | EXERCISE | 326 | — | — |
| Sep 2, 2026 | SUTULA STANLEY J III | Director | AWARD | 220 | — | — |
| Sep 2, 2026 | SUTULA STANLEY J III | Director | EXERCISE | 51 | — | — |
| Sep 2, 2026 | Spanos Mike | Director | AWARD | 220 | — | — |
| Sep 2, 2026 | Spanos Mike | Director | EXERCISE | 326 | — | — |
| Sep 2, 2026 | Frieson Donald | Director | AWARD | 220 | — | — |
| Sep 2, 2026 | Frieson Donald | Director | EXERCISE | 326 | — | — |
| Sep 2, 2026 | Trojan Greg | Director | AWARD | 220 | — | — |
| Sep 2, 2026 | Trojan Greg | Director | EXERCISE | 326 | — | — |
| Sep 2, 2026 | RENDA LARREE M | Director | AWARD | 220 | — | — |
Congressional trades
CASY trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 7, 2026 | Rick Larsen | D | HOUSE | BUY | $1,001 - $15,000 | Casey's General Stores Inc. | Apr 16, 2026(10d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CASY.
Shares short
1,502,437
Settlement Sep 15, 2026
Change vs prior
+8.2%
Semi-monthly cycle
Days to cover
1.8
At avg daily volume
Of shares outstanding
≈4.1%
Estimate — not % of float
All CASY filing & press-release reports (9)
- INST-CLUSTER reportAug 13, 2026
- CLUSTER reportJul 10, 2026
- CLUSTER reportJul 9, 2026
- CLUSTER reportJul 3, 2026
- CLUSTER reportJul 2, 2026
- CLUSTER reportJun 30, 2026
- 8-K reportJun 9, 2026
- CLUSTER reportMar 19, 2026
- CLUSTER reportMar 16, 2026