Casey's General Stores (CASY)
Runs smaller-town convenience stores built around fuel, merchandise, and made-to-order pizza.
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Sells fuel, groceries, convenience merchandise, and made-to-order food through stores concentrated in smaller Midwestern and Southern communities. Fuel generates most revenue, while higher-margin inside sales—especially prepared food, dispensed beverages, and merchandise—provide most gross profit before operating costs.
Operates convenience stores across the Midwest and South, with roughly half the footprint in Iowa, Missouri, and Illinois and most locations serving smaller communities. Stores combine self-service fuel with grocery and general merchandise, tobacco and nicotine products, and prepared food and dispensed beverages. Full-service kitchens in almost all locations center on made-to-order and grab-and-go pizza.
Uses three company distribution centers, a large delivery fleet, and mostly owned real estate to supply stores and convert suitable acquisitions to the kitchen-led format. Managed as a single segment, fuel provides most revenue, while inside merchandise and prepared food contribute most gross profit before operating costs. Operations depend on fuel and ingredient markets, distribution continuity, store staffing, food safety, and rules governing underground tanks and age-restricted products.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 11, 2026 | Evercore ISI | Reiterate | Rating: —Target: $990 | Target: $775 |
| Sep 10, 2026 | Deutsche Bank | Reiterate | Rating: —Target: $927 | Target: $933 |
| Sep 10, 2026 | UBS | Reiterate | Rating: —Target: $925 | Target: $720 |
| Sep 10, 2026 | Stephens | Target | Target: $975 | Target: $750 |
| Sep 10, 2026 | Coker Palmer | Target | Target: $975 | Target: $687 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $384.1M · Total debt $2.89B · Total assets $9.12B · Shareholders' equity $4.09B
- Revenue
- $5.68B
- Operating income
- $369.1M
- Net income
- $273.7M
HistoryDividendAnnual yieldUpcoming
| Institutions | ≈ 87.70% | 32.41M shares | |
|---|---|---|---|
| 1,113 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.59% | 217.5K shares | |
| 17 holders · as of Sep 4, 2026 | |||
| Other | ≈ 11.71% | 4.33M shares | |
| remainder | |||
36.96M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.40% | 3.47M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.53% | 2.41M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.93% | 1.82M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.76% | 1.76M | as of Jun 30, 2026 |
Geode Capital Management, LLCInstitution | 2.93% | 1.08M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 8, 2026 | Stephen P. JR Bramlage | officer: Chief Financial Officer | −5,700 | $838.16 |
| Jul 8, 2026 | Allison M. Wing | director | −530 | $837.58 |
| Jul 9, 2026 | Williams Ena Koschel | officer: Chief Operating Officer | −2,800 | $833.69 |
| Jul 7, 2026 | Darren M. Rebelez | director, officer: President and CEO | −19,000 | $801.46 |
| Jul 1, 2026 | Williams Ena Koschel | officer: Chief Operating Officer | −3,000 | $785.20 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Casey's General Stores | $585.80 | +0.08% | $21.66B | 28.2 | 27.2 | 1.2 | +24.3% |
| Murphy USA | $513.80 | +0.95% | $9.40B | 15.5 | 16.9 | 0.4 | +36.0% |
| Dollar General | $124.24 | +1.91% | $26.89B | 15.9 | 15.5 | 0.6 | +5.2% |
| Domino's Pizza | $296.98 | +0.35% | $9.79B | 16.8 | 14.7 | 1.9 | +4.3% |
| Papa Johns | $20.28 | −0.05% | $667.6M | 25.7 | 18.1 | 0.3 | −8.8% |
| Median | 16.3 | 16.2 | 0.5 | +4.8% |