Public Sector Pension Investment Board Purchases 27,797 Shares of Upbound Group, Inc. $UPBD

Public Sector Pension Investment Board lifted its position in shares of Upbound Group, Inc. (NASDAQ:UPBD) by 15.8% during the third quarter, Holdings Channel reports. The firm owned 203,259 shares of the company’s stock after acquiring an additional 27,797 shares during the period. Public Sector Pension Investment Board’s holdings in Upbound Group were worth $4,803,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Security National Bank bought a new stake in Upbound Group in the 3rd quarter worth about $57,000. GAMMA Investing LLC boosted its stake in shares of Upbound Group by 44.7% in the 3rd quarter. GAMMA Investing LLC now owns 3,787 shares of the company’s stock worth $89,000 after buying an additional 1,170 shares during the last quarter. Canada Pension Plan Investment Board purchased a new position in shares of Upbound Group in the 2nd quarter worth approximately $95,000. Advisors Asset Management Inc. grew its holdings in shares of Upbound Group by 18.2% in the second quarter. Advisors Asset Management Inc. now owns 4,625 shares of the company’s stock valued at $116,000 after acquiring an additional 713 shares in the last quarter. Finally, Tower Research Capital LLC TRC increased its position in shares of 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 acquiring an additional 1,574 shares during the last quarter. 90.30% of the stock is currently owned by hedge funds and other institutional investors.

Key Upbound Group News

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

• Positive Sentiment: Q4 results topped expectations — EPS $1.01 vs. $0.97 consensus and revenue $1.20B vs. $1.17B expected; revenue grew ~10.8% YoY, showing continued top‑line momentum. Upbound Group, Inc. Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Q1 2026 EPS guidance of $1.05–$1.15 comfortably exceeds consensus (~$0.97), suggesting management expects stronger near‑term earnings. Listen to Conference Call / Press Release
• Positive Sentiment: Market reaction: elevated volume and a price rise indicate investors are rewarding the beat and stronger Q1 guide even though the picture is mixed for the full year. Kalkine Media: UPBD Climbs
• Neutral Sentiment: Earnings call and transcript are available for details on drivers and risks (useful for investors wanting management color on margins, client trends and capex). SA Transcript
• Neutral Sentiment: Analyst/summary coverage: TipRanks and other recaps highlight both growth opportunities and risks discussed on the call — read for granular items that could change sentiment. TipRanks: Call Highlights
• Negative Sentiment: FY 2026 EPS guidance of $4.00–$4.35 is below the prior consensus (~$4.57), and FY revenue guidance ($4.7B–$5.0B) is at or slightly below expectations — this tempers upside for the full year. Zacks: Surpasses Q4 Estimates (notes guidance)
• Negative Sentiment: Financial/leverage metrics: debt‑to‑equity (~2.25) is elevated and net margin is low (~1.85%), which could amplify downside if revenue or margins stress. MarketBeat: Stock Profile & Metrics

Insider Activity

In related news, Director Jeffrey J. Brown acquired 2,502 shares of the firm’s stock in a transaction that occurred on Tuesday, January 6th. The shares were bought at an average cost of $17.68 per share, for a total transaction of $44,235.36. Following the purchase, the director owned 92,972 shares in the company, valued at $1,643,744.96. This trade represents a 2.77% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 2.60% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have weighed in on the company. Zacks Research cut Upbound Group from a “hold” rating to a “strong sell” rating in a research report on Thursday, February 12th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Upbound Group in a research note on Monday, December 29th. BTIG Research cut their price target on shares of Upbound Group from $40.00 to $28.00 and set a “buy” rating on the stock in a report on Friday, October 31st. TD Cowen restated a “buy” rating on shares of Upbound Group in a report on Thursday, January 8th. Finally, Wall Street Zen cut shares of Upbound Group from a “buy” rating to a “hold” rating in a research note on Saturday, January 17th. Four analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $32.25.

Upbound Group Price Performance

UPBD opened at $22.20 on Friday. The firm has a 50-day moving average price of $19.06 and a 200-day moving average price of $20.90. Upbound Group, Inc. has a twelve month low of $15.82 and a twelve month high of $30.00. The company has a quick ratio of 0.98, a current ratio of 3.16 and a debt-to-equity ratio of 2.25. The company has a market capitalization of $1.29 billion, a price-to-earnings ratio of 15.31 and a beta of 1.88.

Upbound Group (NASDAQ:UPBD) last announced its quarterly earnings results on Thursday, February 19th. The company reported $1.01 EPS for the quarter, beating analysts’ consensus estimates of $0.97 by $0.04. Upbound Group had a net margin of 1.85% and a return on equity of 36.08%. The company had revenue of $1.20 billion for the quarter, compared to analysts’ expectations of $1.17 billion. During the same period in the prior year, the company posted $1.05 EPS. Upbound Group’s revenue was up 10.8% compared to the same quarter last year. Upbound Group has set its Q1 2026 guidance at 1.050-1.150 EPS and its FY 2026 guidance at 4.000-4.350 EPS. Equities analysts expect that Upbound Group, Inc. will post 4.28 EPS for the current year.

Upbound Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, January 6th. Stockholders of record on Wednesday, December 17th were given a $0.39 dividend. The ex-dividend date was Wednesday, December 17th. This represents a $1.56 annualized dividend and a dividend yield of 7.0%. Upbound Group’s payout ratio is 107.59%.

Upbound Group Profile

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.