Recent Stock Surge: Casey's General Stores (CASY) has been a hot topic on X recently, especially after the stock hit a new 52-week high. Discussions highlight the impressive climb to over $570 per share, with many pointing to strong operational performance as a key driver. Some users are excited about the momentum, seeing it as a sign of continued growth.
Institutional Moves: There’s also chatter on X about institutional investors trimming their holdings, sparking debate over the stock’s future. While some see these sales as a potential red flag, others argue it’s just portfolio rebalancing and note the company’s solid fundamentals. The mix of opinions keeps the conversation lively and dynamic.
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 26 times in the past 6 months. Of those trades, 1 have been purchases and 25 have been sales.
Here’s a breakdown of recent trading of $CASY stock by insiders over the last 6 months:
- DARREN M REBELEZ (President and CEO) has made 0 purchases and 9 sales selling 20,000 shares for an estimated $10,156,643.
- STEPHEN P JR BRAMLAGE (Chief Financial Officer) has made 0 purchases and 3 sales selling 9,238 shares for an estimated $4,702,791.
- CHAD MICHAEL FRAZELL (Chief HR Officer) has made 0 purchases and 4 sales selling 8,295 shares for an estimated $4,359,790.
- WILLIAMS ENA KOSCHEL (Chief Operating Officer) has made 0 purchases and 6 sales selling 8,000 shares for an estimated $4,063,747.
- THOMAS P JR BRENNAN (Chief Merch. Officer) sold 6,600 shares for an estimated $3,339,798
- KATRINA S LINDSEY (Chief Legal Officer) sold 2,000 shares for an estimated $1,012,140
- ALLISON M. WING sold 1,000 shares for an estimated $502,160
- MIKE SPANOS purchased 200 shares for an estimated $100,636
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Casey's General Stores had revenues of $4.6B in Q1 2026. This is an increase of 11.45% 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 LISA C. MCCLAIN has traded it 4 times. They made 2 purchases worth up to $30,000 on 10/30, 06/11 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 385 institutional investors add shares of Casey's General Stores stock to their portfolio, and 404 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VONTOBEL HOLDING LTD. added 502,104 shares (+129.1%) to their portfolio in Q3 2025, for an estimated $283,849,433
- CITADEL ADVISORS LLC removed 368,751 shares (-69.9%) from their portfolio in Q3 2025, for an estimated $208,462,315
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 321,359 shares (-25.4%) from their portfolio in Q3 2025, for an estimated $181,670,669
- MORGAN STANLEY removed 275,986 shares (-17.2%) from their portfolio in Q3 2025, for an estimated $156,020,405
- VICTORY CAPITAL MANAGEMENT INC added 206,777 shares (+35.4%) to their portfolio in Q3 2025, for an estimated $116,895,173
- THRIVENT FINANCIAL FOR LUTHERANS added 185,331 shares (+3181.6%) to their portfolio in Q3 2025, for an estimated $104,771,320
- THIRD POINT LLC added 140,000 shares (+38.9%) to their portfolio in Q3 2025, for an estimated $79,144,800
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 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Evercore ISI Group issued a "Outperform" rating on 10/21/2025
- Stephens & Co. issued a "Overweight" rating on 10/08/2025
- Wells Fargo issued a "Overweight" rating on 09/10/2025
- Jefferies issued a "Buy" rating on 09/09/2025
- Keybanc issued a "Overweight" rating on 07/25/2025
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 9 analysts offer price targets for $CASY in the last 6 months, with a median target of $575.0.
Here are some recent targets:
- Michael Montani from Evercore ISI Group set a target price of $585.0 on 10/21/2025
- Edward Kelly from Wells Fargo set a target price of $610.0 on 10/15/2025
- Pooran Sharma from Stephens & Co. set a target price of $570.0 on 10/08/2025
- Kelly Bania from BMO Capital set a target price of $540.0 on 09/10/2025
- Bonnie Herzog from Goldman Sachs set a target price of $490.0 on 09/10/2025
- Corey Tarlowe from Jefferies set a target price of $600.0 on 09/09/2025
- Bradley Thomas from Keybanc set a target price of $575.0 on 07/25/2025
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.
