Casey’s General Stores Inc. ($CASY) Stock: Hits Record High on Strong Q4 Earnings and Dividend Hike

TLDR

Casey’s reported Q4 EPS of $2.63, beating estimates by $0.67. Revenue rose 11% to $3.99 billion, surpassing expectations. Net income for FY2025 reached $546.5 million, up 8.9%. The company raised its quarterly dividend by 14% to $0.57. Plans to open at least 80 new stores in fiscal 2026.

Casey’s General Stores Inc. ($CASY) stock surged 12.73% to $495.23 as of 12:19 PM EDT on June 10, 2025, following the release of its fiscal fourth-quarter and full-year 2025 results. The company delivered record earnings and announced a dividend increase, pushing its shares to an all-time high.

Casey’s General Stores, Inc. (CASY)

Strong Fourth Quarter Performance

For the fourth quarter ended April 30, 2025, Casey’s reported diluted earnings per share (EPS) of $2.63, surpassing analysts’ expectations of $1.94 by $0.67. Revenue grew 11% year-over-year to $3.99 billion, also beating the estimated $3.93 billion. Net income for the quarter rose to $98.3 million, a 13% increase from $87 million a year ago.

Inside sales increased 12% to $1.41 billion, driven by robust demand in bakery, prepared food, dispensed beverages, and non-alcoholic drinks. Fuel gallons sold jumped 18% to 818.6 million, boosted by the addition of 246 new stores.

Casey’s, $CASY, Q4-25 Results:
🟢 +8% Post-Market

📊 EPS: $2.63 🟢
💰 Revenue: $3.99B 🟢
📈 Net Income: $98.3M
🔎 Record quarter driven by strength in inside sales and fuel profit, despite higher operating costs from new store expansion. pic.twitter.com/1R8uRthpNV

— EarningsTime (@Earnings_Time) June 9, 2025

Full-Year Highlights and Dividend Hike

For the full fiscal year 2025, Casey’s posted net income of $546.5 million, up 8.9% from the prior year. EBITDA reached $1.2 billion, while diluted EPS for the year stood at $14.64, a 9% improvement.

The board raised the quarterly dividend by 14% to $0.57 per share, marking the 26th consecutive year of dividend growth.

CEO Darren Rebelez highlighted the company’s execution of its three-year strategic plan, including store expansions and improved operational efficiencies. The company constructed or acquired 270 stores during the year, including the significant acquisition of Fikes Wholesale and its 198 CEFCO convenience stores.

Expansion Plans for Fiscal 2026

Looking ahead, Casey’s expects to open at least 80 new stores in fiscal 2026 through acquisitions and new builds. The company projects EBITDA growth between 10% and 12% and anticipates inside same-store sales to rise by 2% to 5%.

The operations team achieved strong performance by integrating the most new units in Casey’s history while reducing same-store labor hours for the twelfth straight quarter.

Financial Strength and Market Performance

Casey’s ended the fiscal year with $1.2 billion in liquidity, including $327 million in cash and $900 million in undrawn credit capacity. The company did not repurchase shares during Q4 but retains $295 million under its share repurchase authorization.

Year-to-date, Casey’s stock has returned 25.27%, outperforming the S&P 500’s 2.45% gain. Over the past five years, the stock has soared 226.99%, compared to the S&P 500’s 88.88% rise.

 

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