Congressional Sell Disclosure: Social media traders flagged a substantial $100K-$250K sell in Casey's stock tied to recent congressional disclosures, the largest in two weeks for such filings. With earnings slated for June 3, participants are monitoring trading volume for potential reactions amid the convenience retailer's steady climb.
Persistent Bull Case: Long-term enthusiasts highlight Casey's 22% year-to-date surge and transformation into a high-margin food powerhouse that draws gas customers. The stock's relentless uptrend since 1991, punctuated by a decade-high volume spike last week, underscores its resilience against economic pressures.
Emerging Cautions: Bears counter with concerns over aggressive expansion, intensifying competition from chains like Kwik Trip, and stretched valuations near $800 ahead of possible S&P 500 entry. Quality dips noted in field reports add to the debate, tempering unbridled optimism.
Note: This discussion summary was generated from an AI condensation of post data.
Casey's General Stores Insider Trading Activity
Casey's General Stores insiders have traded $CASY stock on the open market 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $CASY stock by insiders over the last 6 months:
- MIKE SPANOS purchased 300 shares for an estimated $199,628
- MOATS MARIA CASTANON purchased 300 shares for an estimated $166,398
- KATRINA S LINDSEY (Chief Legal Officer) sold 200 shares for an estimated $136,608
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Casey's General Stores Revenue
Casey's General Stores had revenues of $4.5B in Q2 2026. This is an increase of 14.17% from the same period in the prior year.
You can track CASY financials on Quiver Quantitative's CASY stock page.
Casey's General Stores Congressional Stock Trading
Members of Congress have traded $CASY stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $CASY stock by members of Congress over the last 6 months:
- REPRESENTATIVE RICK LARSEN purchased up to $15,000 on 04/07.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Casey's General Stores Hedge Fund Activity
We have seen 415 institutional investors add shares of Casey's General Stores stock to their portfolio, and 374 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 2,657,687 shares (+179938.2%) to their portfolio in Q4 2025, for an estimated $1,468,930,181
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 468,996 shares (-49.7%) from their portfolio in Q4 2025, for an estimated $259,218,779
- FRANKLIN RESOURCES INC added 310,470 shares (+40.9%) to their portfolio in Q4 2025, for an estimated $171,599,873
- MACQUARIE GROUP LTD removed 277,114 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $153,163,678
- CITADEL ADVISORS LLC added 262,888 shares (+165.9%) to their portfolio in Q4 2025, for an estimated $145,300,826
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 258,561 shares (-77.0%) from their portfolio in Q4 2025, for an estimated $142,909,250
- CORIENT PRIVATE WEALTH LLC added 227,403 shares (+115.9%) to their portfolio in Q4 2025, for an estimated $125,687,912
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Casey's General Stores Analyst Ratings
Wall Street analysts have issued reports on $CASY in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 03/10/2026
- Keybanc issued a "Overweight" rating on 01/15/2026
To track analyst ratings and price targets for Casey's General Stores, check out Quiver Quantitative's $CASY forecast page.
Casey's General Stores Price Targets
Multiple analysts have issued price targets for $CASY recently. We have seen 10 analysts offer price targets for $CASY in the last 6 months, with a median target of $716.0.
Here are some recent targets:
- Bradley Thomas from Keybanc set a target price of $830.0 on 04/20/2026
- Michael Montani from Evercore ISI Group set a target price of $775.0 on 04/07/2026
- Thomas Palmer from JP Morgan set a target price of $719.0 on 03/26/2026
- Bonnie Herzog from Goldman Sachs set a target price of $605.0 on 03/11/2026
- Mark Carden from UBS set a target price of $706.0 on 03/11/2026
- Corey Tarlowe from Jefferies set a target price of $780.0 on 03/10/2026
- Edward Kelly from Wells Fargo set a target price of $745.0 on 03/10/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
