Upbound Stock Gains 6% After Reporting Q4 Earnings & Revenue Beat
Upbound Group, Inc. (UPBD) saw its stock rise by 6.3% after reporting Q4 2025 earnings and revenue that exceeded analyst expectations. Despite macroeconomic challenges, the company's strategic positioning, including the acquisition of Brigit and growth in Acima, contributed to increased revenue and investor confidence. Upbound also provided optimistic guidance for Q1 2026 and the full year 2026, forecasting continued revenue and EBITDA growth.
Upbound Stock Gains 6% After Reporting Q4 Earnings & Revenue Beat
Upbound Group, Inc. (UPBD) reported strong fourth-quarter 2025 results, with both earnings and revenues exceeding Zacks Consensus Estimates, leading to a 6% stock gain. The company's performance was driven by the acquisition of Brigit and strong revenue growth in Acima, despite macroeconomic pressures. Upbound also provided an optimistic outlook for Q1 and full-year 2026, forecasting continued revenue and EBITDA growth.
Upbound Group, Inc. (NASDAQ:UPBD) Q4 2025 Earnings Call Transcript
Upbound Group, Inc. (NASDAQ:UPBD) reported strong Q4 and full-year 2025 results, with revenue growing 8.7% to $4.7 billion and adjusted EBITDA up 7.5% to nearly $510 million. The company's performance was driven by the acquisition of Bridget, growth in its Acima segment, and a turnaround in the Rent-A-Center business. Upbound Group provided a 2026 outlook expecting continued growth, focusing on digital transformation, customer personalization, and disciplined capital allocation.
Upbound Group: Fourth Quarter Financial Highlights
Upbound Group announced its fourth-quarter financial results, reporting a net income of $19.7 million and adjusted earnings of $1.01 per share, with total revenue reaching $1.2 billion. The company projects its annual earnings for the upcoming year to be between $4 and $4.35 per share, and revenue is expected to range from $4.7 billion to $4.95 billion.
Upbound Group (UPBD) Q4 2025 Earnings Transcript
Upbound Group (UPBD) reported record annual revenue of $4.7 billion and $180 million in free cash flow for Q4 2025, driven by the Bridget acquisition and growth in Acima. The company also provided 2026 guidance, projecting continued revenue and EBITDA growth, though it expects delays in Bridget's new product launches and significant legal settlement outflows. Management highlighted a focus on organic growth, digital innovation, and disciplined risk management across all segments.
Upbound Group (NASDAQ:UPBD) Trading Up 9.6% Following Better-Than-Expected Earnings
Upbound Group (NASDAQ:UPBD) saw its stock rise by 9.6% after reporting better-than-expected quarterly earnings and revenue, and providing positive Q1 and FY 2026 guidance. The company also announced a quarterly dividend, although its high payout ratio raises sustainability concerns. Despite mixed analyst ratings, insider buying by a director indicates confidence in the company.
Earnings call transcript: Upbound Group Q4 2025 beats expectations, stock surges
Upbound Group Inc. (UPBD) reported impressive financial results for Q4 2025, with EPS of $1.01 and revenue of $1.2 billion, both surpassing analyst expectations. The company also achieved record full-year revenue of $4.7 billion, leading to a 10.13% surge in its stock during pre-market trading. Despite macroeconomic challenges, Upbound is focusing on strategic acquisitions, digital transformation, and AI-driven innovation for continued growth, setting ambitious guidance for 2026.
Upbound Group Reports Significant Growth in FY 2025 Results
Upbound Group reported significant growth in its Q4 FY 2025 results, with an 11% year-over-year revenue increase to $1.2 billion, driven by strong performances from its Acima and Brigit segments. Acima achieved its ninth consecutive quarter of growth, and Brigit generated $65 million in revenue with 1.6 million subscribers. The company also demonstrated strong financial health with a $42 million net cash from operating activities, an increase of over $100 million year-over-year.
Upbound Group Inc (NASDAQ:UPBD) Reports Q4 Beat but Stock Falls on In-Line 2026 Guidance
Upbound Group Inc (NASDAQ:UPBD) reported a Q4 2025 earnings beat with revenue of $1.20 billion and non-GAAP EPS of $1.01, both slightly exceeding analyst estimates. Despite the beat, the stock fell in pre-market trading, primarily due to 2026 guidance that was in line with analyst expectations and a softer Q1 2026 revenue outlook. The report highlighted strong operational performance in its Acima and Brigit segments and improved cash flow.
Upbound Group (NASDAQ: UPBD) grows 2025 revenue, lifts cash flow and sets 2026 guidance
Upbound Group (NASDAQ: UPBD) reported strong financial results for 2025, with revenue increasing 8.7% to $4.7 billion and Adjusted EBITDA rising 7.5% to $508.8 million. The company's cash flow also strengthened significantly. For 2026, Upbound Group provided guidance expecting consolidated revenue between $4.70 and $4.95 billion and Adjusted EBITDA excluding stock-based compensation between $500 and $535 million.
Upbound Group, Inc. Reports Fourth Quarter and Full Year 2025 Results
Upbound Group, Inc. announced its financial results for the fourth quarter and full fiscal year ending December 31, 2025. The company reported continued topline momentum with 11% year-over-year consolidated revenue growth to $1.2 billion and highlighted strong execution across its Acima, Brigit, and Rent-A-Center brands. Upbound Group also provided its outlook for fiscal year 2026, projecting consolidated revenue between $4.7 and $4.85 billion.
Upbound Group, Inc. Reports Fourth Quarter and Full Year 2025 Results
Upbound Group, Inc. announced its financial results for the fourth quarter and full fiscal year ended December 31, 2025. The company reported continued topline momentum with 11% year-over-year consolidated revenue growth to $1.2 billion for Q4 2025. Upbound also introduced its outlook for fiscal year 2026, projecting consolidated revenue between $4.7 and $4.95 billion and non-GAAP diluted EPS between $4.00 and $4.35.
Upbound Group: Q4 Earnings Snapshot
Upbound Group, Inc. (UPBD) reported a net income of $19.7 million in its fourth quarter, with adjusted earnings of $1.01 per share. The company posted revenue of $1.2 billion for the quarter and $4.7 billion for the full year. Upbound Group forecasts full-year earnings in the range of $4 to $4.35 per share, with revenue between $4.7 billion and $4.95 billion.
Upbound Group: Q4 Earnings Snapshot
Upbound Group, Inc. (UPBD) reported a net income of $19.7 million in its fourth quarter, with adjusted earnings of $1.01 per share and revenue of $1.2 billion. For the entire year, the company posted a profit of $73.2 million on revenue of $4.7 billion. Upbound Group expects future full-year earnings to be between $4 and $4.35 per share, with revenue projections ranging from $4.7 billion to $4.95 billion.
Upbound Group’s Brigit Deal Deepens Digital Push And Leverage Questions
Upbound Group (NasdaqGS:UPBD) recently acquired Brigit, a payday lending subscription app for subprime consumers, expanding its digital offerings beyond rent-to-own services. This acquisition raises questions about the combined business's risk profile, given Upbound's existing debt and focus on subprime customers. Investors should monitor how the company funds Brigit, manages credit quality across its various segments, and balances ambitious financial services expansion with its leveraged model.
Is Upbound Group (UPBD) Still Attractive After Recent Rebound In Share Price?
This article analyzes Upbound Group (UPBD) after a recent rebound in its share price. Using two valuation approaches, Discounted Cash Flow (DCF) and Price to Earnings (P/E) ratio, Simply Wall St concludes that UPBD appears undervalued. The DCF model suggests a 66.5% discount, while the P/E ratio indicates it trades below its fair value based on earnings.
Upbound Group (NASDAQ:UPBD) Stock Rating Lowered by Zacks Research
Zacks Research has downgraded Upbound Group (NASDAQ:UPBD) from a "hold" to a "strong sell," indicating increased analyst concern. Despite this, the consensus rating from other analysts remains a "Moderate Buy" with an average price target of $32.25. The article also notes recent insider buying activity by Director Jeffrey J. Brown and details the company's financial performance and institutional investor activity.
A Look At Upbound Group (UPBD) Valuation After Recent Share Price Moves
Upbound Group (UPBD) is attracting investor attention due to recent share moves, with its stock trading 41% below the average analyst target and showing an intrinsic value gap of approximately 66%. The company is considered undervalued based on long-term earnings and cash flow, driven by technology investments. However, potential legal outcomes and consumer economic conditions could impact its margins.
A Look At Upbound Group (UPBD) Valuation After Recent Share Price Moves
Upbound Group (UPBD) has seen recent share price increases, with a 2.4% one-day return, 19.8% 90-day return, and 17.1% year-to-date return, contrasting with a 26.1% one-year decline. The company is considered undervalued, with a narrative fair value of $28.57 against a last close of $20.31, suggesting a potential 28.9% undervaluation based on long-term earnings and cash flow. Investments in technology and digital platforms are expected to enhance customer experience, improve operational efficiency, and boost both revenue and profit margins.
Does Shelf Registration And Brigit Deal Reshape The Bull Case For Upbound Group (UPBD)?
Upbound Group recently closed a US$56.74 million shelf registration and acquired the digital platform Brigit, aiming to expand its specialty finance and digital services. While these moves highlight a push towards higher-growth digital initiatives and financial flexibility, the company still faces challenges including margin pressure, leverage concerns, and integration risks with Brigit. The article suggests that despite these new developments, investors should consider various perspectives due to differing fair value estimates and ongoing concerns about earnings quality and dividend coverage.
Does Shelf Registration And Brigit Deal Reshape The Bull Case For Upbound Group (UPBD)?
Upbound Group (UPBD) recently closed a US$56.74 million shelf registration and acquired Brigit, a digital finance platform, signaling a strategic shift towards digital services. While these moves provide capital flexibility and growth opportunities in app-based lending, the company still faces challenges with margin pressures, dividend coverage, and integration risks surrounding Brigit. Investor sentiment is mixed, with fair value estimates varying widely, underscoring the need for careful consideration of multiple viewpoints on Upbound's future performance.
Does Shelf Registration And Brigit Deal Reshape The Bull Case For Upbound Group (UPBD)?
Upbound Group (UPBD) recently utilized a US$56.74 million shelf registration, following its acquisition of digital platform Brigit, to expand its specialty finance and digital services. This move strengthens the company's focus on app-based lending and subscription services, while managing concerns about its high dividend, leverage, and Brigit's integration. The article suggests that while these developments offer optionality, they do not fully address underlying financial issues, and the stock might still be overvalued.
Upbound Group, Inc. Announces Timing of Fourth Quarter and Full Year 2025 Financial Results
Upbound Group, Inc. (NASDAQ: UPBD) announced that it will release its financial results for the fourth quarter and full year 2025 before the market opens on February 19, 2026. A conference call to discuss these results will follow at 9:00 a.m. ET. Interested parties can access the live webcast and presentation materials on the Company's investor relations website.
Upbound Group, Inc. (NASDAQ:UPBD) Receives Average Recommendation of "Moderate Buy" from Brokerages
Upbound Group, Inc. (NASDAQ:UPBD) has received an average "Moderate Buy" rating from six brokerages, with an average 12-month target price of $32.25. Insider activity shows Director Jeffrey J. Brown recently acquired 2,502 shares, increasing his total holding, while institutional investors own approximately 90.3% of the stock. The company, which leases household goods, trades at a market cap of $1.09 billion, has a P/E ratio of 13.03, and offers an 8.3% dividend yield, despite a payout ratio exceeding 100%.
A Look At Upbound Group (UPBD) Valuation After Q3 Results And Brigit Acquisition
Upbound Group (UPBD) is gaining investor attention after reporting revenue growth and increased adjusted EBITDA in Q3, along with the acquisition of Brigit. Despite a recent decline over the past year, the company's shares are showing short-term positive momentum and are considered undervalued by analysts, trading below both intrinsic estimates and a fair value of $30.75. However, potential risks like the CFPB lawsuit and consumer credit quality issues could impact future performance.
TD Cowen Highlights Structural Growth in Specialty Finance, Keeps Upbound (UPBD) Buy
TD Cowen analyst Hoang Nguyen reaffirmed a Buy rating for Upbound Group, Inc. (NASDAQ:UPBD) despite trimming its price target to $30 from $31, citing broader macroeconomic pressures but also structural growth within the specialty finance sector. The report highlights Upbound's strong third-quarter revenue growth, significant adjusted EBITDA increase, and the successful performance of its Rent-A-Center and Brigit platforms, alongside robust free cash flow generation. The company is positioned as a technology and data-driven financial services provider with ongoing expansion in consumer credit areas.
205,780 Shares in Upbound Group, Inc. $UPBD Acquired by TrueMark Investments LLC
TrueMark Investments LLC acquired a new stake of 205,780 shares in Upbound Group (NASDAQ:UPBD) during Q3, valued at approximately $4.86 million. The article details other institutional investments, insider activity, and Upbound Group's financial performance, including its dividend payout ratio of 107.59% and earnings that beat estimates. Analyst ratings currently give the stock a "Moderate Buy" with a consensus target price of $32.25.
Is Upbound Group (UPBD) Pricing Reflect Recent Volatility In Rent To Own Retail?
This article analyzes Upbound Group's (UPBD) current share price in light of recent volatility in the rent-to-own retail sector, exploring whether it reflects the company's underlying value. Using a Discounted Cash Flow (DCF) model and Price-to-Earnings (P/E) ratio comparisons, the analysis suggests that UPBD is currently undervalued. The article also introduces the concept of "Narratives" for investors to customize their valuation models.
Is Upbound Group (UPBD) Pricing Reflect Recent Volatility In Rent To Own Retail?
This article analyzes whether Upbound Group's (UPBD) current share price reflects its underlying value, especially given recent volatility in the rent-to-own retail sector. Using Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratio analyses, Simply Wall St suggests that the stock appears undervalued. The DCF model indicates a potential undervaluation of 66.9%, while the P/E ratio is significantly lower than both industry averages and a calculated "Fair Ratio."
Upbound Group Inc Analyzes Dividend History and Yield Expectations
Upbound Group Inc (UPBD) is analyzed for its dividend history and yield expectations, currently standing at 7.9% with significant historical volatility of 52%. Analysts forecast an average 1-year price target of $29.50, despite recent price target downgrades by TD Cowen and BTIG, while market options activity shows a preference for call options, suggesting investor optimism. The company, which includes brands like Rent-A-Center and Acima, focuses on financial products for underserved consumers.
Music & Electronics Stores Shares Drop 1.5% Led by Upbound Group
Shares of music and electronics stores collectively dropped by 1.5% on Wednesday, with Upbound Group being the primary factor in this decline. The sector's underperformance, further exacerbated by a decrease in Vertiv Holdings' stock, signals a potential slowdown in consumer spending and necessitates a reassessment of market strategies by businesses.
Assessing Upbound Group (UPBD) Valuation After Recent Share Price Moves And Mixed Long Term Returns
Upbound Group (UPBD) has seen recent share price gains but long-term declines, prompting a re-evaluation of its fundamentals. Despite mixed performance, the stock is currently assessed as undervalued at $19.21 against a narrative fair value of $30.75, with analysts setting a consensus price target of $41.11. However, potential legal and macro risks, such as the CFPB lawsuit and pressure on non-prime consumer credit, could impact this valuation.
Assessing Upbound Group (UPBD) Valuation After Recent Share Price Moves And Mixed Long Term Returns
Upbound Group (UPBD) has seen recent positive share price returns but long-term declines, leading investors to re-examine its valuation. Despite a consensus analyst price target of $41.11, Simply Wall St assesses the narrative fair value at $30.75, suggesting the stock is undervalued at its current price of $19.21, with potential risks from legal and macroeconomic factors. The report encourages investors to conduct their own research and consider broader investment opportunities.
Assessing Upbound Group (UPBD) Valuation After Recent Share Price Moves And Mixed Long Term Returns
Upbound Group (UPBD) has seen recent positive share price movements, but its long-term returns show a decline. Despite a "Most Popular Narrative" suggesting it's 37.5% undervalued with a fair value of US$30.75, potential legal and macro risks, such as a CFPB lawsuit and pressure on non-prime consumer credit, could impact this outlook. The article encourages investors to consider these factors and explore further analysis or build their own narrative.
Is There Now An Opportunity In Upbound Group (UPBD) After Recent Share Price Rebound
Upbound Group (UPBD) has seen recent share price gains, prompting an analysis of its valuation. Using a Discounted Cash Flow (DCF) model and Price-to-Earnings (P/E) ratio, Simply Wall St suggests the stock is currently undervalued by 66.2% and trades below its estimated Fair Ratio. The article encourages investors to use "Narratives" for a personalized valuation approach, considering growth drivers and potential risks.
Upbound Group, Inc. to Participate in the 2026 ICR Conference
Upbound Group, Inc. (NASDAQ: UPBD) announced that its CEO, Fahmi Karam, and CFO, Hal Khouri, will attend the 2026 ICR Conference in Orlando, Florida. They are scheduled to participate in a Fireside Chat presentation on Tuesday, January 13, at 3:30 PM ET. A live webcast of their presentation will be available on the company's investor relations website.
Upbound Group, Inc. to Participate in the 2026 ICR Conference
Upbound Group, Inc. (NASDAQ: UPBD) announced that its CEO, Fahmi Karam, and CFO, Hal Khouri, will participate in a Fireside Chat presentation at the 2026 ICR Conference in Orlando, Florida. The event is scheduled for Tuesday, January 13, at 3:30 PM ET. A live webcast of the presentation will be available for those interested in the company's insights.
Upbound Group, Inc. to Participate in the 2026 ICR Conference
Upbound Group, Inc. announced that CEO Fahmi Karam and CFO Hal Khouri will participate in a Fireside Chat presentation at the 2026 ICR Conference on January 13. A live webcast of the presentation will be available on the company's investor relations website. Upbound Group is a technology and data-driven leader providing accessible financial solutions to underserved consumers.
PRN_FinancialWrapper | PR Newswire - Upbound Group, Inc. to Participate in the 2026 ICR Conference
Upbound Group, Inc. announced that CEO Fahmi Karam and CFO Hal Khouri will participate in a Fireside Chat presentation at the 2026 ICR Conference in Orlando, Florida. The event is scheduled for Tuesday, January 13, at 3:30 PM ET, and a live webcast will be available on the company's investor relations website. Upbound Group is a leader in accessible financial solutions, with brands like Acima, Brigit, and Rent-A-Center.
Upbound Group (NASDAQ:UPBD) Director Buys $44,235.36 in Stock
Upbound Group (NASDAQ:UPBD) Director Jeffrey Brown recently purchased 2,502 shares, totaling $44,235.36, increasing his stake by 2.77%. The company also declared a quarterly dividend of $0.39, representing an 8.2% yield, and reported strong Q3 earnings, beating analyst estimates for EPS and revenue. Analysts currently have a "Moderate Buy" rating on the stock with a consensus price target of $32.25.
Upbound Group (UPBD): TD Cowen Lowers Price Target, Maintains Buy Rating | UPBD Stock News
TD Cowen has reaffirmed its Buy rating on Upbound Group (UPBD) but has slightly lowered its price target from $31.00 to $30.00. This adjustment reflects a minor decrease in the target, while other analysts have also issued varied price targets and ratings in recent months. The average one-year target price from eight analysts for UPBD is $31.50, indicating a potential upside of 64.92% from its current price.
Upbound Group, Inc. (NASDAQ:UPBD) Given Average Rating of "Moderate Buy" by Brokerages
Upbound Group, Inc. (NASDAQ:UPBD) has received a consensus "Moderate Buy" rating from six research firms, with an average 12-month price target of $32.50. The company's recent quarterly earnings beat estimates with $1.00 EPS and a 9% year-over-year revenue increase, leading to a strong FY2025 EPS guidance. Despite a high dividend yield of 8.8%, concerns about its sustainability arise from a 107.59% payout ratio.
Squarepoint Ops LLC Buys Shares of 58,279 Upbound Group, Inc. $UPBD
Squarepoint Ops LLC acquired a new stake of 58,279 shares in Upbound Group, Inc. (NASDAQ:UPBD) during the second quarter, valued at approximately $1.46 million. This purchase represents a significant institutional investment, with various other hedge funds and institutional investors also adjusting their positions in the company. Upbound Group recently announced a quarterly dividend and provided FY2025 EPS guidance, while institutional investors now own about 90.3% of the stock.
Upbound Group (NASDAQ:UPBD) Raised to "Buy" at Wall Street Zen
Upbound Group (NASDAQ:UPBD) has been upgraded from a "hold" to a "buy" rating by Wall Street Zen. The company exceeded its quarterly earnings estimates, reporting $1.00 EPS against an expected $0.98, and revenue of $1.16 billion, an increase of 9% year-over-year. Despite these positive results, the stock faces valuation and leverage risks, as it trades around $17.32 with a P/E of 11.94 and a debt-to-equity ratio of 2.25.
A New Bull Case Emerges for Upbound Group with 186% Price Target
Mizuho Securities has initiated coverage on Upbound Group, Inc. (NASDAQ: UPBD) with an "Outperform" rating and a $51.00 price target, suggesting a potential 186% upside from its current trading level. This bullish stance comes despite the stock's significant decline over the past year and a high dividend payout ratio exceeding reported earnings. The company's future stock performance hinges on consistently higher profits, stronger cash flows, debt reduction, and a sustainable dividend policy.
Beacon Financial Group Makes New $1.79 Million Investment in Upbound Group, Inc. $UPBD
Beacon Financial Group has made a new investment of $1.79 million in Upbound Group, Inc. by acquiring 75,876 shares. The company recently declared a quarterly dividend of $0.39 per share, annualized to $1.56, yielding 8.8% despite a high payout ratio of 107.59%. Analyst sentiment is mixed but leans positive, with a "Moderate Buy" consensus and an average target price of $32.50.
Does Upbound Group’s (UPBD) Dividend and Refinancing Mix Reveal Its True Capital Allocation Priorities?
Upbound Group, Inc. has affirmed its quarterly cash dividend of US$0.39 per share for Q1 2026, alongside refinancing its term loan to extend maturity and enhance liquidity. This strategy aims to balance returning cash to shareholders with improving financial flexibility for growth initiatives. The company's investment narrative continues to focus on the execution of its Acima platform and digital channels, while credit performance remains a key risk if economic conditions worsen.
Does Upbound Group’s (UPBD) Dividend and Refinancing Mix Reveal Its True Capital Allocation Priorities?
Upbound Group Inc. recently declared a Q1 2026 cash dividend of US$0.39 per share and refinanced its term loan to extend maturity, aiming to maintain financial flexibility and return cash to shareholders. These moves underscore the company's commitment to its lease-to-own model and Acima platform, though key risks related to credit performance in a weakening economy persist. Investors are encouraged to assess the impact of these strategies on the company's valuations, with expert opinions on fair value ranging from US$31 to US$59.
Azora Capital LP Purchases Shares of 755,429 Upbound Group, Inc. $UPBD
Azora Capital LP significantly increased its stake in Upbound Group by purchasing 755,429 shares, valued at approximately $18.96 million, representing 1.30% of the company. Other institutional investors also adjusted their positions, with overall institutional ownership now at roughly 90.3%. The company reported slightly better-than-expected earnings and announced a quarterly dividend of $0.39, while analysts maintain a "Moderate Buy" rating with a target price of $32.50.
Does Upbound Group’s (UPBD) Dividend and Refinancing Mix Reveal Its True Capital Allocation Priorities?
Upbound Group (UPBD) recently confirmed a Q1 2026 quarterly cash dividend of US$0.39 per share and refinanced its term loan, extending its maturity to 2032 and enhancing liquidity. This dual approach indicates a strategic focus on both returning capital to shareholders and improving financial flexibility for future investments. The company's investment narrative is centered on the performance of its Acima platform and digital channels, with credit performance remaining a key risk.
