UPBD
UPBOUND GROUP, INC.
$18.94
+1.88%
$1.1B
No data for this timeframe.
Vol
Market Cap$1.1B
Cap SizeSmall Cap
Inst. Holders50 funds
Inst. Value$660.3M
Inst. Activity12 buys / 9 sells
Insider Activity1B / 0S
Insider Net $$8.9K
SEC Reports5
Exchange Nasdaq·Sector Services-Equipment Rental & Leasing, NEC·Inc. DE·CIK 0000933036·Prev Close $18.59
Recent Activity
Jun 3, 2026
SEC
Upbound Group filed an 8-K reporting results from its 2026 Annual Meeting, where stockholders approved the 2026 Long-Ter
8-K — Impact 3/10
May 19, 2026
SEC
Upbound Group filed a DEFA14A supplement to its 2026 proxy statement, adding commitments regarding the proposed 2026 Lon
DEFA14A — Impact 2/10
May 19, 2026
SEC
Upbound Group's EVP, General Counsel and Corporate Secretary Bryan Pechersky notified the company of his resignation on
8-K — Impact 3/10
Apr 28, 2026
Insider
Jain Charu was granted 627 shares
Director @ $19.17 ($12.0K)
Apr 28, 2026
Insider
LANGENSTEIN MOLLY was granted 792 shares
Director @ $19.17 ($15.2K)
Apr 28, 2026
Insider
BROWN JEFFREY J bought 461 shares
Director @ $19.41 ($8.9K)
Inst.
HOTCHKIS & WILEY CAPITAL — DOUBLED
737,660 shares ($13.3M)
Inst.
BALYASNY ASSET MANAGEMENT L.P. — ADD
596,702 shares ($10.8M)
Price Targets
Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$28.50 (Jan 2026)
Current $18.94
Low $20.00
Median $28.00
High $41.00
7 analysts
$20.00
$41.00
Analyst Ratings
4Strong Buy
7Buy
2Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jan 8, 2026 | TD Cowen | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.05 ▲ +1.5% | $1.02 — $1.09 | -7% YoY | 7 |
| Next Q | $1.01 | $0.95 — $1.13 | 1% YoY | 7 |
| Current FY | $4.20 | $4.15 — $4.27 | 2% YoY | 7 |
| Next FY | $4.76 | $4.60 — $4.99 | 13% YoY | 7 |
Latest Reports
NEUTRAL
8-K
3/10
Upbound Group filed an 8-K reporting results from its 2026 Annual Meeting, where stockholders approved the 2026 Long-Ter
Jun 3, 2026
NEUTRAL
DEFA14A
2/10
Upbound Group filed a DEFA14A supplement to its 2026 proxy statement, adding commitments regarding the proposed 2026 Lon
May 19, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Erste Asset Management GmbH | — | — |
| BlackRock, Inc. | $148.2M | — |
| FMR LLC | $97.6M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $71.1M | — |
| DIMENSIONAL FUND ADVISORS LP | $43.2M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 28, 2026 | Jain Charu | A | $12.0K |
| Apr 28, 2026 | LANGENSTEIN MOLLY | A | $15.2K |
| Apr 28, 2026 | BROWN JEFFREY | BUY | $8.9K |
| Apr 28, 2026 | MARINO GLENN | A | $25.6K |
| Apr 28, 2026 | McFate Carol | A | $3.9K |
50 institutional holders with $660.3M total value (36,582,977 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, FMR. Net buying activity: 12 institutions added/increased vs 9 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Erste Asset Management GmbH | — | $0.00 | 0.0% | — |
| 2 | BlackRock, Inc. | 8,208,065 | $148.2M | 22.4% | — |
| 3 | FMR LLC | 5,407,814 | $97.6M | 14.8% | — |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,939,142 | $71.1M | 10.8% | — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 2,394,770 | $43.2M | 6.5% | — |
| 6 | STATE STREET CORP | 2,296,489 | $41.5M | 6.3% | — |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 2,275,668 | $41.1M | 6.2% | — |
| 8 | GOLDMAN SACHS GROUP INC | 1,376,972 | $24.9M | 3.8% | — |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,268,008 | $22.9M | 3.5% | — |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 1,256,080 | $22.7M | 3.4% | ADD +60.3% |
| 11 | MORGAN STANLEY | 783,721 | $14.1M | 2.1% | — |
| 12 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 737,660 | $13.3M | 2.0% | DOUBLED +1089.8% |
| 13 | BALYASNY ASSET MANAGEMENT L.P. | 596,702 | $10.8M | 1.6% | ADD +35.2% |
| 14 | Invesco Ltd. | 531,825 | $9.6M | 1.5% | ADD +28.1% |
| 15 | Pacer Advisors, Inc. | 413,005 | $7.5M | 1.1% | — |
| 16 | VICTORY CAPITAL MANAGEMENT INC | 363,747 | $6.6M | 1.0% | — |
| 17 | VANGUARD FIDUCIARY TRUST CO | 344,341 | $6.2M | 0.9% | — |
| 18 | Trexquant Investment LP | 274,266 | $5.0M | 0.7% | DOUBLED +253.4% |
| 19 | Universal- Beteiligungs- und Servicegesellschaft mbH | 258,815 | $4.7M | 0.7% | — |
| 20 | PANAGORA ASSET MANAGEMENT INC | 252,214 | $4.6M | 0.7% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | DOUBLED | 62,000 | 737,660 | +1089.8% | $13.3M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 441,351 | 596,702 | +35.2% | $10.8M | 2026-Q1 |
| Trexquant Investment LP | DOUBLED | 77,608 | 274,266 | +253.4% | $5.0M | 2026-Q1 |
| SEI INVESTMENTS CO | DOUBLED | 70,166 | 244,848 | +249.0% | $4.4M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | ADD | 124,928 | 196,526 | +57.3% | $3.5M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | ADD | 93,348 | 149,493 | +60.1% | $2.7M | 2026-Q1 |
| Nuveen, LLC | TRIM | 514,649 | 148,218 | -71.2% | $2.7M | 2026-Q1 |
| Lido Advisors, LLC | TRIM | 306,786 | 124,581 | -59.4% | $2.2M | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 86,350 | 52,131 | -39.6% | $941.0K | 2026-Q1 |
| DEUTSCHE BANK AG\ | TRIM | 150,118 | 48,344 | -67.8% | $872.6K | 2026-Q1 |
| Freestone Grove Partners LP | DOUBLED | 19,162 | 45,314 | +136.5% | $817.9K | 2026-Q1 |
| FRANKLIN RESOURCES INC | TRIM | 41,650 | 29,344 | -29.5% | $529.7K | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. | ADD | 12,048 | 19,488 | +61.8% | $351.8K | 2026-Q1 |
| HSBC HOLDINGS PLC | TRIM | 22,653 | 16,763 | -26.0% | $297.6K | 2026-Q1 |
| Rafferty Asset Management, LLC | TRIM | 19,203 | 13,750 | -28.4% | $248.2K | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 276 | 12,303 | +4357.6% | $222.1K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | ADD | 2,459 | 3,685 | +49.9% | $66.5K | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | NEAR_EXIT | 51,288 | 1,144 | -97.8% | $20.6K | 2026-Q1 |
| Allworth Financial LP | ADD | 414 | 727 | +75.6% | $13.1K | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 133 | 569 | +327.8% | $10.3K | 2026-Q1 |
| FEDERATED HERMES, INC. | TRIM | 979 | 247 | -74.8% | $4.5K | 2026-Q1 |
| Invesco Ltd. | ADD | 428,297 | 548,630 | +28.1% | $9.6M | 2025-Q4 |
| Nuveen, LLC | TRIM | 698,712 | 514,649 | -26.3% | $9.0M | 2025-Q4 |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 232,479 | 441,351 | +89.8% | $7.8M | 2025-Q4 |
| D. E. Shaw & Co., Inc. | ADD | 255,836 | 440,371 | +72.1% | $7.7M | 2025-Q4 |
13 unique insiders with 38 transactions. Net insider value: $8.9K ($8.9K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 28, 2026 | Jain Charu | Director | AWARD | 627 | $19.17 | $12.0K |
| Apr 28, 2026 | LANGENSTEIN MOLLY | Director | AWARD | 792 | $19.17 | $15.2K |
| Apr 28, 2026 | BROWN JEFFREY J | Director | BUY | 461 | $19.41 | $8.9K |
| Apr 28, 2026 | MARINO GLENN P | Director | AWARD | 1,334 | $19.17 | $25.6K |
| Apr 28, 2026 | McFate Carol A. | Director | AWARD | 206 | $19.17 | $3.9K |
| Apr 28, 2026 | BROWN JEFFREY J | Director | AWARD | 2,636 | $19.17 | $50.5K |
| Apr 1, 2026 | Kumar Balaji | EVP, Chief Technology Officer | AWARD | 14,749 | $18.05 | $266.2K |
| Apr 1, 2026 | BROWN JEFFREY J | Director | AWARD | 5,410 | $18.05 | $97.7K |
| Apr 1, 2026 | MARINO GLENN P | Director | AWARD | 1,801 | $18.05 | $32.5K |
| Apr 1, 2026 | Jain Charu | Director | AWARD | 1,818 | $18.05 | $32.8K |
| Apr 1, 2026 | LANGENSTEIN MOLLY | Director | AWARD | 2,000 | $18.05 | $36.1K |
| Feb 26, 2026 | Montrone Ralph T. | EVP, Acima | TAX W/H | 874 | $21.54 | $18.8K |
| Feb 26, 2026 | Blasquez Anthony J | EVP-RAC | TAX W/H | 485 | $21.54 | $10.4K |
| Feb 26, 2026 | Taylor Transient C | EVP, CHRO | TAX W/H | 481 | $21.54 | $10.4K |
| Feb 26, 2026 | Karam Fahmi | Chief Executive Officer | TAX W/H | 1,211 | $21.54 | $26.1K |
| Feb 26, 2026 | Pechersky Bryan J | EVP, GC and Corp Secretary | TAX W/H | 459 | $21.54 | $9.9K |
| Feb 24, 2026 | Blasquez Anthony J | EVP-RAC | TAX W/H | 573 | $21.36 | $12.2K |
| Feb 24, 2026 | Pechersky Bryan J | EVP, GC and Corp Secretary | TAX W/H | 529 | $21.36 | $11.3K |
| Feb 24, 2026 | Taylor Transient C | EVP, CHRO | TAX W/H | 558 | $21.36 | $11.9K |
| Feb 24, 2026 | Montrone Ralph T. | EVP, Acima | TAX W/H | 1,031 | $21.36 | $22.0K |
| Feb 24, 2026 | Karam Fahmi | Chief Executive Officer | TAX W/H | 3,670 | $21.36 | $78.4K |
| Feb 23, 2026 | Montrone Ralph T. | EVP, Acima | AWARD | 15,044 | $22.78 | $342.7K |
| Feb 23, 2026 | Blasquez Anthony J | EVP-RAC | AWARD | 14,925 | $22.78 | $340.0K |
| Feb 23, 2026 | Khouri Halim | EVP, Chief Financial Officer | AWARD | 20,149 | $22.78 | $459.0K |
| Feb 23, 2026 | Pechersky Bryan J | EVP, GC and Corp Secretary | AWARD | 21,130 | $22.78 | $481.3K |
| Feb 23, 2026 | Taylor Transient C | EVP, CHRO | AWARD | 21,130 | $22.78 | $481.3K |
| Feb 23, 2026 | Wooters Rebecca | EVP, Chief Growth Officer | AWARD | 17,910 | $22.78 | $408.0K |
| Feb 23, 2026 | Karam Fahmi | Chief Executive Officer | AWARD | 86,918 | $22.78 | $2.0M |
| Feb 10, 2026 | Taylor Transient C | EVP, CHRO | AWARD | 6,615 | $20.70 | $136.9K |
| Feb 10, 2026 | Taylor Transient C | EVP, CHRO | TAX W/H | 2,936 | $20.70 | $60.8K |
| Feb 10, 2026 | Blasquez Anthony J | EVP-RAC | AWARD | 10,966 | $20.70 | $227.0K |
| Feb 10, 2026 | Blasquez Anthony J | EVP-RAC | TAX W/H | 2,997 | $20.70 | $62.0K |
| Feb 10, 2026 | Karam Fahmi | Chief Executive Officer | AWARD | 43,516 | $20.70 | $900.8K |
| Feb 10, 2026 | Karam Fahmi | Chief Executive Officer | TAX W/H | 17,268 | $20.70 | $357.4K |
| Feb 10, 2026 | Montrone Ralph T. | EVP, Acima | AWARD | 10,966 | $20.70 | $227.0K |
| Feb 10, 2026 | Montrone Ralph T. | EVP, Acima | TAX W/H | 5,134 | $20.70 | $106.3K |
| Feb 10, 2026 | Pechersky Bryan J | EVP, GC and Corp Secretary | AWARD | 6,266 | $20.70 | $129.7K |
| Feb 10, 2026 | Pechersky Bryan J | EVP, GC and Corp Secretary | TAX W/H | 2,798 | $20.70 | $57.9K |
5 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 5 neutral. Avg impact: 3.2/10.
NEUTRAL
8-K
3/10
Upbound Group filed an 8-K reporting results from its 2026 Annual Meeting, where stockholders approv
Jun 3, 2026
NEUTRAL
DEFA14A
2/10
Upbound Group filed a DEFA14A supplement to its 2026 proxy statement, adding commitments regarding t
May 19, 2026
NEUTRAL
8-K
3/10
Upbound Group's EVP, General Counsel and Corporate Secretary Bryan Pechersky notified the company of
May 19, 2026
NEUTRAL
8-K
4/10
Upbound Group reported Q1 2026 results in line with its own targets: consolidated revenue of $1.22B
Apr 30, 2026
NEUTRAL
DEFA14A
4/10
UPBOUND GROUP, INC. is holding its 2026 Annual Meeting of Stockholders, where shareholders will vote
Apr 21, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Jan 2026): 85% buy across 13 analysts — 4 strong buy, 7 buy, 2 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$28.50 mean target (Jan 2026)
$20.00 Low
$41.00 High
| Metric | Value |
|---|---|
| Current Price | $18.94 |
| Target Low | $20.00 |
| Target Mean | $28.50 |
| Target Median | $28.00 |
| Target High | $41.00 |
| # Analysts | 7 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.05 | $1.02 | $1.09 | -6.6% | +1.5% | 2↑ 2↓ | $1.2B | 0.6% | 7 |
| Next Q 2026-09-30 |
$1.01 | $0.95 | $1.13 | 0.7% | +0.0% | 3↑ 2↓ | $1.2B | 2.2% | 7 |
| Current FY 2026-12-31 |
$4.20 | $4.15 | $4.27 | 1.7% | +0.0% | 4↑ 2↓ | $4.8B | 2.5% | 7 |
| Next FY 2027-12-31 |
$4.76 | $4.60 | $4.99 | 13.3% | +0.0% | 4↑ 1↓ | $5.1B | 5.3% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.046 | |
| 7d ago | $1.046 | |
| 30d ago | $1.030 | +0.016 |
| 60d ago | $1.032 | +0.014 |
| 90d ago | $1.032 | +0.014 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jan 8, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 7 | 2 | 0 | 0 | 85% | |
| May 1, 2026 | 4 | 7 | 2 | 0 | 0 | 85% | |
| Apr 1, 2026 | 4 | 7 | 2 | 0 | 0 | 85% | |
| Mar 1, 2026 | 4 | 7 | 2 | 0 | 0 | 85% | |
| Feb 1, 2026 | 5 | 7 | 2 | 0 | 0 | 86% | |
| Jan 1, 2026 | 5 | 7 | 2 | 0 | 0 | 86% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Apr 30, 2026
earnings_calendar
UPBD Q1 2026 Earnings Scheduled — 2026-04-30