Casey’s General Stores (NASDAQ: CASY) is set to announce its financial results for the second quarter of fiscal year 2026 on December 9, 2025, after the market closes. Analysts project that the company will report earnings of $4.92 per share alongside revenues reaching $4.5136 billion for the quarter. Following the announcement, a conference call is scheduled for December 10, 2025, at 8:30 AM ET to discuss the results in detail.
The convenience store chain last reported earnings on September 8, 2025, where it exceeded analyst expectations significantly. The company achieved earnings of $5.77 per share, surpassing the consensus estimate of $5.02 by $0.75. In that quarter, Casey’s General Stores noted a net margin of 3.54% and a return on equity of 16.73%. Revenue for that period was $4.57 billion, exceeding predictions of $4.47 billion, marking an impressive year-over-year revenue growth of 11.5%.
Stock Performance and Market Analysis
As of the market close on Friday, December 5, shares of Casey’s General Stores traded at $567.03. The stock has shown a 50-day moving average of $549.10 and a 200-day moving average of $521.79. Over the past year, the stock has fluctuated between a low of $372.08 and a high of $573.76. With a market capitalization of $21.08 billion, the company maintains a price-to-earnings ratio of 36.39 and a beta of 0.65.
Institutional investment in Casey’s General Stores has also seen notable changes recently. For instance, Osterweis Capital Management Inc. acquired a new position valued at approximately $45,000 during the second quarter. Similarly, Measured Wealth Private Client Group LLC invested $62,000 in the third quarter. Furthermore, Caitong International Asset Management Co. Ltd increased its holdings by 44.6%, now owning 120 shares valued at $68,000 after adding 37 shares in the last quarter. Presently, institutional investors hold 85.63% of Casey’s General Stores’ stock.
Analyst Ratings and Future Projections
Several analysts have recently updated their price targets for Casey’s General Stores. BMO Capital Markets raised its target from $515.00 to $540.00 while assigning a “market perform” rating. In a more bullish approach, Wells Fargo & Company increased its price objective from $610.00 to $625.00, assigning an “overweight” rating. Meanwhile, UBS Group initiated coverage with a “neutral” rating and a target price of $600.00.
Currently, seven analysts rate the stock as a Buy, while five have issued a Hold rating. According to data from MarketBeat, the consensus rating for Casey’s General Stores is “Moderate Buy” with a target price averaging $575.78.
Casey’s General Stores, known for its management and operation of convenience stores and gasoline stations, offers a diverse range of products including self-service gasoline, groceries, and freshly prepared food items. As the company prepares for its upcoming earnings announcement, industry observers will be keen to see how its performance aligns with current market expectations and future growth strategies.
