CASEY'S GENERAL STORES, INC.
At today's price, CASEY'S GENERAL STORES, INC. (CASY) is priced for today's economics sustained for ~5.9 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Casey's runs a convenience-store chain where the kitchen, not the fuel pump, carries the profit: prepared food and grocery are roughly 34% of revenue but generate about 63% of gross profit, per the FY2025 10-K, which is why the market treats it as a food business with a fuel attachment rather than a gas-station operator. • The bet in the price is demanding: today's level pays around 40 times operating income, a multiple that requires the company to compound at close to its self-funding ceiling
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933 institutional managers reported holding CASY in 13F filings for the quarter ended 2026-03-31. Together they hold about 83% of the company; the top 10 hold 39%. 163 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 1.4M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (1.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CASY's share count is about flat over the past five years ($306.14M of repurchases, offset by issuance). It pays a dividend, and has paid one every year in our records (17 and counting), raised 16 years straight; the current rate is $1.52 a share annually. Cash returned over the past three years: $218.36M in dividends and $306.14M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at CASY over the trailing three years: 2024: 3 buys totaling $499k; 2025: 2 buys totaling $201k; 2026: 3 buys totaling $565k. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CASY's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-24 | -4.5% | +8.8% |
| 2023-09-12 | +10.0% | +5.8% |
| 2023-12-12 | +1.7% | +2.9% |
| 2024-03-12 | -2.7% | +14.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CASY's latest 8-K filings: 2026-06-24 (items 7.01, 9.01); 2026-06-09 (items 2.02, 5.02, 5.03, 8.01, 9.01); 2026-06-08 (items 5.02, 7.01, 9.01); 2026-03-09 (items 2.02, 9.01); 2025-12-09 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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