Casey's General Stores, Inc. (CASY)

In the past six months, Casey's reported strong quarterly earnings with EPS of $5.53 and revenue of $4.51 billion. The company announced a quarterly dividend of $0.57 per share. Insider activity included a director purchasing 300 shares. The stock reached a new 52-week high in early February 2026. Wall Street Zen downgraded Casey's to a "Hold", but the overall analyst consensus remains a "Moderate Buy". A fire at a Casey's General Store location was identified as an operational risk.

Casey's General Stores experiences some demand seasonality, with the second half of the fiscal year typically being softer than the first. The company's profitability can also be significantly impacted by fuel price volatility. Casey's has been investing in technology and advanced analytics for demand planning.

Casey's General Stores, Inc. operates as a convenience store chain primarily in the Midwestern and Southern United States. The company offers self-service fuel, grocery items, and freshly prepared foods, including made-from-scratch pizzas, donuts, and sandwiches.

Casey's General Stores operates approximately 2,900 convenience stores across 19 states, with a focus on underserved rural areas. The company has been expanding its presence into the South Central U.S., with recent acquisitions solidifying its footprint in states such as Texas, Alabama, Mississippi, and Florida.

Casey's General Stores maintains a strong brand reputation, particularly in the rural communities it serves, fostering significant customer loyalty. The company is recognized for its "craveable food" and leverages its Casey's Rewards program and multi-channel marketing campaigns to enhance brand perception and customer engagement. A recent store fire was noted as an operational incident, but its broader impact on the company's brand reputation was not immediately clear.

Casey's General Stores, Inc. has significant institutional ownership, accounting for approximately 86.51% of the stock. Insiders hold about 9.57% of the company's stock, with Donald F. Lamberti being a prominent individual shareholder. Retail investors hold approximately 3.92% of the stock.