Upbound Group (NASDAQ:UPBD) Releases FY 2026 Earnings Guidance

Upbound Group (NASDAQ:UPBD) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 4.000-4.350 for the period, compared to the consensus EPS estimate of 4.190. The company issued revenue guidance of $4.7 billion-$4.9 billion, compared to the consensus revenue estimate of $4.8 billion. Upbound Group also updated its Q3 2026 guidance to 0.850-0.950 EPS.

Upbound Group Stock Down 4.0%

Shares of NASDAQ UPBD traded down $0.83 during trading hours on Thursday, hitting $20.12. The stock had a trading volume of 1,379,028 shares, compared to its average volume of 868,392. The company has a market capitalization of $1.17 billion, a P/E ratio of 14.07 and a beta of 1.79. Upbound Group has a 52 week low of $15.82 and a 52 week high of $28.02. The firm’s 50-day moving average price is $19.73 and its two-hundred day moving average price is $19.40. The company has a debt-to-equity ratio of 2.01, a quick ratio of 0.88 and a current ratio of 3.06.

Upbound Group (NASDAQ:UPBD) last posted its earnings results on Thursday, July 30th. The company reported $1.07 earnings per share for the quarter, hitting the consensus estimate of $1.07. The firm had revenue of $1.16 billion during the quarter, compared to analyst estimates of $1.16 billion. Upbound Group had a return on equity of 35.56% and a net margin of 1.78%.The company’s revenue for the quarter was up .5% on a year-over-year basis. During the same period in the previous year, the company earned $1.12 EPS. Upbound Group has set its FY 2026 guidance at 4.000-4.350 EPS and its Q3 2026 guidance at 0.850-0.950 EPS. Analysts anticipate that Upbound Group will post 4.15 EPS for the current fiscal year.

Upbound Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, July 7th. Shareholders of record on Tuesday, June 16th were given a $0.39 dividend. The ex-dividend date was Tuesday, June 16th. This represents a $1.56 dividend on an annualized basis and a dividend yield of 7.8%. Upbound Group’s dividend payout ratio (DPR) is currently 109.09%.

Wall Street Analysts Forecast Growth

UPBD has been the subject of a number of recent analyst reports. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Upbound Group in a report on Wednesday, June 24th. Zacks Research lowered shares of Upbound Group from a “strong-buy” rating to a “hold” rating in a report on Monday, June 29th. Finally, TD Cowen increased their target price on Upbound Group from $28.00 to $29.00 and gave the company a “buy” rating in a research note on Tuesday, July 7th. Three equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $31.00.

Insider Buying and Selling at Upbound Group

In related news, Director Jeffrey J. Brown bought 2,295 shares of the stock in a transaction that occurred on Tuesday, July 7th. The stock was acquired at an average cost of $20.09 per share, with a total value of $46,106.55. Following the transaction, the director directly owned 96,681 shares in the company, valued at approximately $1,942,321.29. This trade represents a 2.43% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 1.20% of the company’s stock.

Key Headlines Impacting Upbound Group

Here are the key news stories impacting Upbound Group this week:

• Positive Sentiment: Upbound reported second-quarter adjusted earnings of $1.07 per share and revenue of approximately $1.16 billion, both in line with analyst estimates. Revenue increased 0.5% year over year, while growth in Brigit and solid execution helped offset softer demand. Upbound Q2 Earnings Meet Estimates, FY26 Revenue Outlook Down
• Positive Sentiment: The company’s profitability metrics remained strong, including a reported return on equity of 35.56%, and its full-year EPS outlook of $4.00 to $4.35 remains broadly consistent with the analyst forecast of $4.19. Upbound Group Earnings Report
• Neutral Sentiment: Brokerages assigned Upbound a consensus price target of $31.00, suggesting analysts see potential upside, although the report did not indicate a change in ratings or targets. Upbound Group Receives $31 Consensus Target Price
• Negative Sentiment: Third-quarter EPS guidance of $0.85 to $0.95 is below the $1.00 consensus estimate. Revenue guidance of $1.1 billion to $1.2 billion also falls short of the $1.2 billion consensus at the midpoint, pointing to near-term earnings pressure. Upbound Group Matches Q2 Earnings Estimates
• Negative Sentiment: Although full-year EPS guidance was maintained at $4.00 to $4.35, the full-year revenue outlook of $4.7 billion to $4.9 billion reflects a more cautious sales outlook, with softer consumer demand weighing on investor sentiment. Second-quarter EPS also declined from $1.12 a year earlier. Upbound Group Reports Second Quarter 2026 Results

Institutional Investors Weigh In On Upbound Group

A number of institutional investors and hedge funds have recently modified their holdings of the company. Invesco Ltd. raised its stake in shares of Upbound Group by 28.1% during the fourth quarter. Invesco Ltd. now owns 548,630 shares of the company’s stock valued at $9,634,000 after acquiring an additional 120,333 shares during the last quarter. Vident Advisory LLC grew its position in shares of Upbound Group by 33.2% in the 4th quarter. Vident Advisory LLC now owns 33,108 shares of the company’s stock worth $581,000 after buying an additional 8,253 shares during the period. State of Tennessee Department of Treasury increased its stake in shares of Upbound Group by 40.3% during the fourth quarter. State of Tennessee Department of Treasury now owns 57,873 shares of the company’s stock valued at $1,094,000 after purchasing an additional 16,615 shares in the last quarter. Empowered Funds LLC increased its position in Upbound Group by 9.5% during the 4th quarter. Empowered Funds LLC now owns 214,851 shares of the company’s stock valued at $3,773,000 after buying an additional 18,584 shares in the last quarter. Finally, Wellington Management Group LLP grew its position in Upbound Group by 4.8% during the 4th quarter. Wellington Management Group LLP now owns 1,315,672 shares of the company’s stock valued at $23,103,000 after purchasing an additional 59,798 shares during the last quarter. 90.30% of the stock is owned by hedge funds and other institutional investors.

About Upbound Group

Upbound Group, Inc leases household durable goods to customers on a lease-to-own basis in the United States, Puerto Rico, and Mexico. It operates through four segments: Rent-A-Center, Acima, Mexico, and Franchising. The company's brands, such as Rent-A-Center and Acima that facilitate consumer transactions across a range of store-based and virtual channels. It offers furniture comprising mattresses, tires, consumer electronics, appliances, tools, handbags, computers, smartphones, and accessories.