Upbound Group (NASDAQ:UPBD) Updates Q3 2026 Earnings Guidance

Upbound Group (NASDAQ:UPBD) issued an update on its third quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 0.850-0.950 for the period, compared to the consensus EPS estimate of 1.000. The company issued revenue guidance of $1.1 billion-$1.2 billion, compared to the consensus revenue estimate of $1.2 billion. Upbound Group also updated its FY 2026 guidance to 4.000-4.350 EPS.

Analysts Set New Price Targets

Several equities research analysts have recently commented on the company. Weiss Ratings restated 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 lifted their price target 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 analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, Upbound Group has a consensus rating of “Moderate Buy” and an average target price of $31.00.

Upbound Group Trading Down 3.0%

Shares of UPBD opened at $20.95 on Thursday. Upbound Group has a twelve month low of $15.82 and a twelve month high of $28.02. The stock has a market cap of $1.22 billion, a PE ratio of 14.65 and a beta of 1.79. The company has a quick ratio of 0.88, a current ratio of 3.06 and a debt-to-equity ratio of 2.01. The business’s 50-day moving average price is $19.73 and its 200-day moving average price is $19.40.

Upbound Group (NASDAQ:UPBD) last released its quarterly earnings data on Thursday, July 30th. The company reported $1.07 EPS for the quarter, meeting analysts’ consensus estimates of $1.07. The company had revenue of $1.16 billion during the quarter, compared to analyst estimates of $1.16 billion. Upbound Group had a net margin of 1.78% and a return on equity of 35.56%. 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. On average, equities analysts forecast that Upbound Group will post 4.15 EPS for the current fiscal year.

Upbound Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, July 7th. Stockholders of record on Tuesday, June 16th were issued a $0.39 dividend. The ex-dividend date of this dividend was Tuesday, June 16th. This represents a $1.56 annualized dividend and a dividend yield of 7.4%. Upbound Group’s dividend payout ratio is presently 109.09%.

Insider Activity

In other Upbound Group news, Director Jeffrey J. Brown acquired 2,295 shares of the company’s stock in a transaction that occurred on Tuesday, July 7th. The stock was bought at an average price of $20.09 per share, with a total value of $46,106.55. Following the completion of the purchase, the director owned 96,681 shares of the company’s stock, valued at approximately $1,942,321.29. This represents a 2.43% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Company insiders own 1.20% of the company’s stock.

Institutional Investors Weigh In On Upbound Group

Large investors have recently made changes to their positions in the business. Quarry LP raised its stake in Upbound Group by 913.1% in the third quarter. Quarry LP now owns 1,388 shares of the company’s stock worth $33,000 after buying an additional 1,251 shares in the last quarter. Public Employees Retirement System of Ohio grew its stake in Upbound Group by 18.7% in the fourth quarter. Public Employees Retirement System of Ohio now owns 3,400 shares of the company’s stock worth $60,000 after purchasing an additional 535 shares during the period. Canada Pension Plan Investment Board bought a new position in Upbound Group in the second quarter worth $95,000. Tower Research Capital LLC TRC lifted its position in Upbound Group by 47.5% during the second quarter. Tower Research Capital LLC TRC now owns 4,891 shares of the company’s stock valued at $123,000 after buying an additional 1,574 shares during the period. Finally, Virtus Advisers LLC bought a new stake in shares of Upbound Group during the 3rd quarter valued at $130,000. 90.30% of the stock is currently owned by 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.