UPBD Upbound Group, Inc. - Common Stock

NASDAQ · Retail · عرض على SEC EDGAR ↗
$19,51
السعر · أغسطس 19, 2026
البيانات الأساسية اعتبارًا من يوليو 31, 2026

حول Upbound Group, Inc. - Common Stock نظرة عامة على الشركة من ويكيبيديا

Rent-A-Center is an American public furniture and electronics rent-to-own company based in Plano, Texas. The company was incorporated in 1986 and as of 2014 operates approximately 2,972 company-owned stores in the United States, Puerto Rico and Mexico, accounting for approximately 35% of the rent-to-own market in the United States based on store count.

اقرأ المزيد

Rent-A-Center is an American public furniture and electronics rent-to-own company based in Plano, Texas. The company was incorporated in 1986 and as of 2014 operates approximately 2,972 company-owned stores in the United States, Puerto Rico and Mexico, accounting for approximately 35% of the rent-to-own market in the United States based on store count.

Rent-A-Center's operations include 24 retail installment stores called Get It Now (based in Wisconsin); 17 Home Choice stores in Minnesota. Its subsidiary, Rent-A-Center Franchising International Inc. (RACFI), formerly known as ColorTyme Inc., is America's first franchisor of independently owned-and-operated rent-to-own stores. Its franchisees operate 162 rent-to-own stores in 31 states under the Rent-A-Center and ColorTyme brand names, and the company's wheels-and-tires franchise brand, RimTyme, operates 31 stores in 13 states.

In 2014, Fortune Magazine listed Rent-A-Center at number 711 on the Fortune 1000 list of the largest US corporations, based on revenues alone.

History

The rent-to-own business was started by Ernie Talley in Wichita, Kansas during the 1960s when he told customers of his store, Mr. T's Rental, that they had rented a washer and dryer for a long enough duration that they had paid for it in full and now owned it. Thomas Devlin, a former employee of Mr. T's rental, recognized the potential of renting name-brand products and partnered with W. Frank Barton and founded the Rent-A-Center brand in Wichita, Kansas in 1973.

Mark Speese joined Rent-A-Center in 1979. In 1986, Mr. Speese and a colleague left Rent-A-Center and started a competing business known as Vista Rent-To-Own. Ernest Talley then joined Vista Rent-To-Own as chairman of the board of directors in 1989 and remained Chairman through Vista's transition to Rent-A-Center. In 1987, Thorn EMI acquired Rent-A-Center for $594 million.

Vista Rent-To-Own changed its name to Renters Choice, Inc. in December 1993, in connection with the acquisition from DEF Investments, Inc. and certain related entities of an 84 store rent-to-own chain operating in 12 states.

Renters Choice went public on the NASDAQ stock exchange in 1995 under the symbol "RCII". In August 1998, Renters Choice acquired Thorn Americas, Inc., which operated 1,474 stores in 49 states and the District of Columbia under the name "Rent-A-Center". On December 31, 1998, Renters Choice changed its name to Rent-A-Center, Inc. and began operating all of its stores under the "Rent-A-Center" brand name.

In 2001, Talley retired and Speese was appointed as Rent-A-Center's Chairman and CEO. In February 2003, Rent-A-Center acquired 295 stores from Rent-Way, Inc. In March 2004, Rent-A-Center commenced operating in Canada with the acquisition of five stores located in Edmonton and Calgary, Alberta. In May 2004, Rent-A-Center completed the acquisitions of Rainbow Rentals, Inc. and Rent Rite, Inc. Rent-A-Center completed its acquisition of competitor Rent-Way, Inc. on November 15, 2006, for a price of approximately $600.3 million. At the time of the acquisition, Rent-Way was ranked number three in the rent-to-own industry with 782 stores in 34 states. The Rent-Way store acquisition program brought the store total to 3,535 stores. Given that the acquisition resulted in over-penetration in some markets, Rent-A-Center carried out the closing or merging of 282 stores between 2007 and 2009. With 123 Mexico stores as of December 2019, Rent-A-Center is continuing its expansion in Mexico.

Launched in 2006, under the brand name RAC Acceptance, Rent-A-Center, Inc. operates lease-to-own kiosks within third-party retail locations across the country. The kiosks transitioned to the AcceptanceNOW brand in January 2014.

Mark Speese retired as Rent-A-Center CEO at the end of January 2014. Rent-A-Center CFO Robert Davis served as CEO from January 2014 to January 2017, when Mark Speese returned as interim CEO.

In January 2018, Mark Speese stepped down as CEO and was succeeded by former president Mitchell Fadel.

In August 2019, Rent-A-Center completed the acquisition of Merchants Preferred, a nationwide provider of virtual lease-to-own services. After acquiring Merchants Preferred, Rent-A-Center unveiled its integrated retail partner offering, Preferred Lease. Preferred Lease is the combined business model of AcceptanceNOW's staffed lease-to-own business with Merchants Preferred's virtual lease-to-own business.

On February 27, 2023, Rent-A-Center, Inc. changed their corporate name to Upbound Group, Inc. and consolidated several brands from their acquisition of Acima Holdings two years prior.

Business operations

RAC provides new and used brand-named furniture, appliances, computers and electronics from brands, such as Ashley Furniture, Sony, Whirlpool Corporation, Dell and HP. As part of their rent-to-own business model, Rent-A-Center generally makes its items available with small initial payments and no long term obligations. Customers can return an item at any time, for any reason, without penalty and also have the option to re-rent the same item and pick up the payments where they left off. Delivery, pickup, service and repair are also included in the stated rental price. Customers can also upgrade items while they are renting—the payments will change accordingly.

In March 2007, the corporate office moved to a new location at 5501 Headquarters Drive, Plano, Texas, in the Legacy Business Park. Construction began on the 175,000-square-foot (16,300 m2) building in January 2006. Employees moved into the building on March 16, 2007. The current headquarters measures three stories and includes structured parking for 400 vehicles, a fitness center, game room and lunchroom. In January 2020, Cawley Partners announced the acquisition of the Rent-A-Center corporate office, leasing back 60 percent of the building to Rent-A-Center.

In July 2015, Rent A Center sold several Ontario Locations to EasyHome for $3.4 million. With this agreement, Rent A Center & EasyHome signed a 3-year agreement to a non-compete contract that each company cannot open any stores in each other's countries.

Philanthropy

Rent-A-Center supports charities that provide family and youth empowerment opportunities. Beginning in 2003, the company made donations to Big Brothers Big Sisters of America locations, collected by means of fundraisers held on an annual basis in Rent-A-Center stores. Between 2005 and 2010, Rent-A-Center donated and set up 116 "RAC Rooms" at Boys and Girls Clubs of America locations, in which each club selects $5,000 worth of new furniture, electronics and computers for their room.

Since 2003, Rent-A-Center has provided monetary and product contributions totaling nearly $1.2 million to date to the North Texas Food Bank. Employees in the Field Support Center have also volunteered over 1,000 hours to Dallas-area food banks during the annual North Texas Food Bank campaign. Rent-A-Center has also donated more than $1.25 million to 11 other food banks across the country since 2009. This is in addition to a hunger-relief campaign staged across Rent-A-Center's 3,000-plus US stores throughout the month of September. This effort supports Hunger Action Month. This virtual food drive leverages Rent-A-Center's stores as collection points for cash donations. The donated funds are distributed to food banks across the US and Puerto Rico at the conclusion of the month-long campaign.

Reception and litigation

A number of consumer protection concerns have been raised about the rent-to-own industry, including accusations of predatory lending. Consumer advocates believe that rent-to-own transactions such as those offered by Rent-A-Center should be treated as credit sales, and point out that the final price of a product can be two or three times the retail price. In an April 2000 Federal Trade Commission study on the industry, 75% of respondents stated that they were satisfied with their rent-to-own experience, whereas 19% were dissatisfied.

In 2000, Rent-A-Center was sued for sexual bias in the hiring of women. The 2002 settlement agreement resulted in a $47 million cash payment by Rent-A-Center and mandated that Rent-A-Center offer 10% of future vacancies over the following 15-month period to women who were found to be past victims of discrimination. The settlement also led Rent-A-Center to seek qualified women to serve on its board of directors, develop equal employment training programs, and hire a new human resources vice president to implement hiring policies that ensured equal employment opportunity for female job applicants and current employees.

In 2006, Rent-A-Center settled for $7 million in restitution and $750,000 in civil penalties for deceptive business practices in California. The State of California claimed RAC, in violation of state law, engaged in unfair competition and illegally misrepresented the price of certain merchandise. As a result of the settlement, RAC also deposited more than $7 million into a special consumer protection fund that is used to enforce consumer protection laws.

In 2010, seven months after the Washington Attorney General's Office sued Rent-A-Center and accused the national lease-to-own chain of unfair and deceptive collection practices under Washington's Consumer Protection Act, Rent-A-Center agreed to settle.

Another prominent case in 2010 was Rent-A-Center vs. Jackson which arose out of an employment discrimination claim brought on by former RAC employee Antonio Jackson. The case reached the Supreme Court, which sided with RAC in a 5–4 decision. The court held that if a company's arbitration agreement includes a clause delegating fairness challenges to the arbitrator, a court must enforce that agreement and send the matter to arbitration. When Jackson first sued, Rent-A-Center cited its arbitration agreement and claimed that any challenges to the agreement had to be decided by the arbitrator.

In 2020, Rent-A-Center settled a California class action suit for $13 million, with the suit involving a group of customers challenging improper add-on freight charges.

In November 2023, Rent-A-Center paid the state of Massachusetts $8.75 million to settle claims of unfair and deceptive business practices. RAC also agreed to stop filing criminal complaints against its customers for missed payments.

Other names

The Rent-A-Center company converted its Wisconsin stores to Get-It-Now! credit sale outlets after a judicial decision held that the state's consumer protection laws defining credit sales included rent-to-own businesses. Rent-A-Center is also known as Acceptance Now or Preferred Lease within its partner stores in the US in which it has kiosks.

In Mexico, the company is simply known as RAC (sounded out like the word "rack"), and the company operates as Home Choice in Minnesota, also due to similar rent-to-own laws from those in Wisconsin.

المصدر: ويكيبيديا (الإنجليزية), CC BY-SA 4.0 · عرض على ويكيبيديا ↗

Wikidata ↗

UPBD لقطة سريعة للسهم السعر، القيمة السوقية، مكرر الربحية (P/E)، ربحية السهم (EPS)، العائد على حقوق الملكية (ROE)، نسبة الدين إلى حقوق الملكية، نطاق 52 أسبوعًا

السعر
$19.50
القيمة السوقية
$2.52B
P/E (TTM)
15.7
ربح السهم (آخر 12 شهرًا)
$1.25
الإيرادات (آخر 12 شهرًا)
$4.70B
عائد التوزيعات
3.5%
ROE
11.1%
D/E الدين/حقوق الملكية
نطاق 52 أسبوعًا
$16 – $28

UPBD مخطط سعر السهم OHLCV يومي مع مؤشرات فنية — تحريك وتكبير وتخصيص عرضك

أداء 10 سنوات اتجاهات الإيرادات وصافي الدخل والهوامش وربحية السهم

الإيرادات وصافي الدخل $4.70B
10-point trend, +58.4%
2016-12-31 2025-12-31
ربح السهم $1.25
10-point trend, +163.1%
2016-12-31 2025-12-31
التدفق النقدي الحر $239M
8-point trend, -18.4%
2016-12-31 2025-12-31
الهوامش 1.6%
8-point trend, -25.9%
2016-12-31 2025-12-31

التقييم نسب مكرر الربحية (P/E)، مكرر المبيعات (P/S)، مكرر القيمة الدفترية (P/B)، EV/EBITDA — هل السهم مرتفع السعر أم رخيص؟

المقياس
اتجاه 5 سنوات
UPBD
متوسط الأقران
P/E (TTM)
5-point trend, -40.9%
15.7
21.3
P/S (TTM) (السعر / المبيعات (آخر 12 شهرًا))
5-point trend, -68.4%
0.5
0.8
P/B (السعر / القيمة الدفترية)
5-point trend, -55.1%
3.6
6.1
Price / FCF (السعر / التدفق النقدي الحر)
5-point trend, -55.4%
10.6

الربحية هامش الربح الإجمالي والتشغيلي والصافي؛ العائد على حقوق الملكية (ROE)، العائد على الأصول (ROA)، العائد على رأس المال المستثمر (ROIC)

المقياس
اتجاه 5 سنوات
UPBD
متوسط الأقران
Gross Margin (هامش الربح الإجمالي)
5-point trend, -18.6%
48.4%
46.0%
Operating Margin (هامش التشغيل)
5-point trend, -43.5%
4.8%
Net Profit Margin (هامش صافي الربح)
5-point trend, -78.9%
1.6%
5.6%
ROA (العائد على الأصول)
5-point trend, -80.2%
2.5%
7.0%
ROE
5-point trend, -72.1%
11.1%
22.0%
ROIC
5-point trend, -41.9%
21.8%

الصحة المالية الديون، السيولة، الملاءة المالية — قوة الميزانية العمومية

المقياس
اتجاه 5 سنوات
UPBD
متوسط الأقران

النمو نمو الإيرادات وربحية السهم وصافي الدخل: مقارنة بالعام السابق (YoY)، متوسط النمو السنوي المركب لـ 3 سنوات (3Y CAGR)، متوسط النمو السنوي المركب لـ 5 سنوات (5Y CAGR)

المقياس
اتجاه 5 سنوات
UPBD
متوسط الأقران
Revenue YoY (الإيرادات مقارنة بالعام السابق)
5-point trend, +2.4%
8.7%
Revenue CAGR 3Y (معدل نمو الإيرادات السنوي المركب لـ 3 سنوات)
5-point trend, +2.4%
3.4%
Revenue CAGR 5Y (معدل نمو الإيرادات السنوي المركب لـ 5 سنوات)
5-point trend, +2.4%
10.8%
EPS YoY (ربحية السهم على أساس سنوي)
5-point trend, -38.1%
-43.4%
Net Income YoY (صافي الدخل مقارنة بالعام السابق)
5-point trend, -45.7%
-40.7%

مقاييس للسهم ربحية السهم (EPS)، القيمة الدفترية للسهم، التدفق النقدي للسهم، توزيعات الأرباح للسهم

المقياس
اتجاه 5 سنوات
UPBD
متوسط الأقران
EPS (Diluted) (ربحية السهم (مخففة))
5-point trend, -38.1%
$1.25

كفاءة رأس المال معدل دوران الأصول، معدل دوران المخزون، معدل دوران المستحقات

المقياس
اتجاه 5 سنوات
UPBD
متوسط الأقران
Payout Ratio (نسبة التوزيع)
5-point trend, +295.5%
120.0%

التوزيعات العائد، نسبة التوزيع، تاريخ توزيع الأرباح، معدل النمو السنوي المركب لمدة 5 سنوات

عائد الأرباح
3.5%
نسبة التوزيع
120.0%
5Y Div CAGR
تاريخ الاستحقاقالمبلغ
16 يونيو، 2026$0,3900
7 إبريل، 2026$0,3900
17 ديسمبر، 2025$0,3900
30 سبتمبر، 2025$0,3900
17 يونيو، 2025$0,3900
2 إبريل، 2025$0,3900
18 ديسمبر، 2024$0,3900
1 أكتوبر، 2024$0,3700
18 يونيو، 2024$0,3700
2 إبريل، 2024$0,3700
18 ديسمبر، 2023$0,3700
2 أكتوبر، 2023$0,3400
16 يونيو، 2023$0,3400
4 إبريل، 2023$0,3400
19 ديسمبر، 2022$0,3400
3 أكتوبر، 2022$0,3400
17 يونيو، 2022$0,3400
4 إبريل، 2022$0,3400
15 ديسمبر، 2021$0,3400
27 سبتمبر، 2021$0,3100

UPBD توافق الآراء التحليلي آراء المحللين الصعودية والهبوطية، السعر المستهدف لمدة 12 شهرًا، الصعود

شراء 13 محللين
  • شراء قوي 3 23,1%
  • شراء 7 53,8%
  • احتفاظ 3 23,1%
  • بيع 0 0,0%
  • بيع قوي 0 0,0%

السعر المستهدف لمدة 12 شهرًا

6 محللين · 2026-08-18
السعر المستهدف الوسيط $27.25 +39,7%
السعر المستهدف المتوسط $28.25 +44,8%

سجل الأرباح ربحية السهم الفعلية مقابل التقديرات، نسبة المفاجأة %، معدل التجاوز، تاريخ الأرباح التالي

متوسط المفاجأة
0.01%
الفترة EPS Actual EPS المتوقع المفاجأة
30 يونيو، 2026 $1.07 $1.07 0.00%
31 مارس، 2026 $1.08 $1.09 -0.01%
31 ديسمبر، 2025 $1.01 $0.99 0.02%
30 سبتمبر، 2025 $1.00 $1.02 -0.02%
30 يونيو، 2025 $1.12 $1.08 0.04%
31 مارس، 2025 $1.00 $0.97 0.03%

مقارنة الأقران (الصناعة الفرعية GICS) المقاييس الرئيسية مقابل أقران القطاع

الرمز القيمة السوقية P/E الإيرادات سنويًا هامش الربح الصافي ROE هامش الربح الإجمالي
UPBD $2.27B 14.0 8.7% 1.6% 11.1% 48.4%
ASO $3.65B 10.1 2.0% 6.2% 17.7% 34.8%
SBH $1.59B 8.6 -0.42% 5.3% 26.2% 51.6%
EYE $2.06B 70.1 9.0% 1.5% 3.4%
WINA $1.47B 36.3 5.9% 48.4% -92.0%
HZO $554M -17.7 -5.0% -1.4% -3.3% 32.5%
WOOF 89.3 -2.5% 0.15% 0.80% 38.7%
BBW 15.0 6.7%
BNED $354M 21.0 6.5% 0.98% 5.8% 21.3%
CLBR
ULTA $27.83B 24.6 9.7% 9.3% 42.7% 39.1%

الأساسيات الكاملة جميع المقاييس حسب السنة — قائمة الدخل، الميزانية العمومية، التدفق النقدي

قائمة الدخل 16
بيانات قائمة الدخل السنوية لـ UPBD
المقياس اتجاه 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +48.7% $4.70B $4.32B $3.99B $4.25B $4.58B $2.81B $2.67B $2.66B $2.70B $2.96B $3.28B $3.16B
Cost of Revenue 12-point trend, +148.9% $2.42B $2.24B $1.97B $2.17B $2.35B $1.14B $1.03B $972M $984M $1.03B $1.16B $973M
Gross Profit 12-point trend, +4.0% $2.27B $2.08B $2.02B $2.08B $2.24B $1.67B $1.64B $1.69B $1.72B $1.94B $2.12B $2.18B
SG&A Expense 12-point trend, +42.9% $232M $212M $202M $186M $195M $153M $143M $163M $171M $169M $166M $162M
Operating Expenses 12-point trend, +2.9% $2.05B $1.79B $1.86B $1.93B $1.95B $1.43B $1.39B $1.63B $1.78B $2.00B $3.13B $1.99B
Operating Income 12-point trend, +15.4% $223M $292M $163M $149M $281M $237M $254M $56M $-63M $-67M $-1.01B $193M
Interest Expense 12-point trend, +136.1% $113M $111M $113M $88M $71M $15M $31M $43M $46M $47M $49M $48M
Interest Income 12-point trend, +176.5% $3M $3M $3M $641.0K $221.0K $768.0K $3M $1M $791.0K $503.0K $634.0K $947.0K
Pretax Income 12-point trend, -24.1% $108M $178M $53M $61M $194M $223M $224M $14M $-110M $-113M $-1.06B $142M
Income Tax 12-point trend, -24.1% $35M $54M $58M $49M $59M $15M $50M $5M $-117M $-8M $-103M $46M
Net Income 12-point trend, -24.0% $73M $123M $-5M $12M $135M $208M $174M $8M $7M $-105M $-954M $96M
EPS (Basic) 12-point trend, -28.6% $1.30 $2.26 $-0.09 $0.23 $2.37 $3.84 $3.19 $0.16 $0.12 $-1.98 $-17.97 $1.82
EPS (Diluted) 12-point trend, -30.9% $1.25 $2.21 $-0.09 $0.21 $2.02 $3.73 $3.10 $0.16 $0.12 $-1.98 $-17.97 $1.81
Shares (Basic) 12-point trend, +6.9% 56,479,000 54,654,000 54,978,000 53,850,000 57,053,000 54,187,000 54,325,000 53,471,000 53,282,000 53,121,000 53,050,000 52,850,000
Shares (Diluted) 12-point trend, +10.3% 58,612,000 55,933,000 54,978,000 58,966,000 66,839,000 55,754,000 55,955,000 54,542,000 53,844,000 53,121,000 53,050,000 53,126,000
EBITDA 9-point trend, +122.2% $223M $292M · $149M $281M $237M $254M · $-63M $-67M $-1.01B ·
الميزانية العمومية 16
بيانات الميزانية العمومية السنوية لـ UPBD
المقياس اتجاه 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +161.3% $121M $61M $94M $144M $108M $159M $70M $155M $73M $95M $60M $46M
PP&E (Net) 12-point trend, -6.8% $310M $254M $273M $295M $308M $142M $166M $226M $283M $316M $331M $333M
PP&E (Gross) 12-point trend, +12.1% $867M $803M $884M $872M $866M $647M $689M $778M $809M $839M $813M $773M
Accum. Depreciation 12-point trend, +26.4% $557M $549M $611M $577M $557M $505M $523M $552M $526M $522M $482M $441M
Goodwill 12-point trend, -64.4% $488M $290M $290M $290M $290M $70M $70M $57M $57M $55M $206M $1.37B
Intangibles 12-point trend, +4540.8% $350M $255M $301M $359M $425M $8M $9M $499.0K $882.0K $5M $8M $8M
Total Assets 12-point trend, +0.1% $3.28B $2.65B $2.72B $2.76B $2.99B $1.75B $1.58B $1.40B $1.42B $1.60B $1.97B $3.27B
Deferred Tax 3-point trend, +88.3% · · · · · · $164M $119M $87M · · ·
Total Liabilities 12-point trend, +37.1% $2.58B $2.02B $2.16B $2.24B $2.48B $1.16B $1.12B $1.11B $1.15B $1.34B $1.59B $1.88B
Long-term Debt 2-point trend, -54.9% · · · · · · · · · $192M $426M ·
Common Stock 12-point trend, +3.0% $1M $1M $1M $1M $1M $1M $1M $1M $1M $1M $1M $1M
Retained Earnings 12-point trend, -47.1% $1.02B $1.04B $995M $1.08B $1.14B $1.09B $948M $806M $799M $801M $923M $1.93B
Treasury Stock 12-point trend, +40.3% $1.89B $1.89B $1.89B $1.84B $1.77B $1.38B $1.35B $1.35B $1.35B $1.35B $1.35B $1.35B
Stockholders' Equity 12-point trend, -49.9% $696M $629M $560M $525M $513M $592M $459M $287M $272M $265M $384M $1.39B
Liabilities + Equity 12-point trend, +0.1% $3.28B $2.65B $2.72B $2.76B $2.99B $1.75B $1.58B $1.40B $1.42B $1.60B $1.97B $3.27B
Shares Outstanding 12-point trend, +18.0% 128,997,000 125,797,000 125,415,000 125,028,000 124,398,000 112,181,000 111,166,000 109,910,000 109,682,000 109,519,000 109,442,000 109,353,000
التدفق النقدي 16
بيانات التدفق النقدي السنوية لـ UPBD
المقياس اتجاه 202520242023202220212020201920182017201620152014
D&A 4-point trend, -2.1% $52M $51M $51M $53M · · · · · · · ·
Stock-based Comp 12-point trend, +591.7% $45M $36M $162M $159M $148M $12M $7M $6M $4M $9M $10M $7M
Deferred Tax 12-point trend, +90.8% $48M $-30M $-14M $-40M $48M $-6M $56M $6M $-82M $-32M $-129M $25M
Amort. of Intangibles 12-point trend, +1898.4% $59M $46M $58M $66M $103M $1M $723.0K $671.0K $5M $2M $3M $3M
Restructuring 9-point trend, +33.7% · · · $6M $29M $9M $8M $35M $4M $8M $5M $4M
Operating Cash Flow 12-point trend, +1498.8% $306M $105M $200M $468M $392M $237M $215M $228M $111M $354M $231M $19M
CapEx 12-point trend, -20.2% $67M $56M $53M $61M $62M $35M $21M $28M $65M $61M $81M $84M
Investing Cash Flow 12-point trend, -317.7% $-404M $-42M $-51M $-62M $-1.34B $-21M $21M $-5M $-63M $-59M $-90M $-97M
Stock Repurchased 11-point trend, +0.00 $0 $0 $50M $75M $390M $27M $1M $0 $0 · $0 $0
Net Stock Activity 7-point trend, +0.00 $0 $0 · $-75M $-390M $-27M $-1M · · · $0 ·
Dividends Paid 12-point trend, +80.6% $88M $82M $83M $79M $72M $63M $14M $0 $13M $26M $51M $49M
Financing Cash Flow 12-point trend, +88.9% $156M $-94M $-202M $-371M $893M $-127M $-322M $-140M $-71M $-260M $-124M $83M
Net Change in Cash 12-point trend, +1449.0% $60M $-33M $-50M $36M $-51M $89M $-85M $82M $-22M $35M $14M $4M
Taxes Paid $70M · · · · · · · · · · ·
Free Cash Flow 9-point trend, +59.5% $239M $48M · $407M $330M $202M $194M · $45M $293M $150M ·
Levered FCF 9-point trend, +48.5% $162M $-28M · $389M $281M $188M $170M · $48M $249M $109M ·
الربحية 8
بيانات الربحية السنوية لـ UPBD
المقياس اتجاه 202520242023202220212020201920182017201620152014
Gross Margin 9-point trend, -25.1% 48.4% 48.1% · 49.0% 48.8% 59.4% 61.6% · 63.6% 65.3% 64.6% ·
Operating Margin 9-point trend, +115.5% 4.8% 6.8% · 3.5% 6.1% 8.4% 9.5% · -2.3% -2.2% -30.7% ·
Net Margin 9-point trend, +105.9% 1.6% 2.9% · 0.29% 2.9% 7.4% 6.5% · 0.25% -3.5% -26.4% ·
Pretax Margin 9-point trend, +107.1% 2.3% 4.1% · 1.5% 4.2% 7.9% 8.4% · -4.1% -3.8% -32.2% ·
EBITDA Margin 9-point trend, +115.5% 4.8% 6.8% · 3.5% 6.1% 8.4% 9.5% · -2.3% -2.2% -30.7% ·
ROA 9-point trend, +107.5% 2.5% 4.6% · 0.43% 5.7% 12.5% 11.7% · 0.44% -5.9% -33.0% ·
ROE 9-point trend, +111.9% 11.1% 20.8% · 2.4% 24.4% 39.6% 46.1% · 2.5% -32.4% -93.2% ·
ROIC 9-point trend, +112.4% 21.8% 32.2% · 5.7% 38.0% 37.5% 42.9% · 1.4% -23.3% -175.7% ·
السيولة والملاءة 1
بيانات السيولة والملاءة السنوية لـ UPBD
المقياس اتجاه 202520242023202220212020201920182017201620152014
Interest Coverage 9-point trend, +109.7% 2.0 2.6 · 1.7 4.0 15.5 8.2 · -1.4 -1.4 -20.4 ·
الكفاءة 1
بيانات الكفاءة السنوية لـ UPBD
المقياس اتجاه 202520242023202220212020201920182017201620152014
Asset Turnover 9-point trend, +27.1% 1.6 1.6 · 1.5 1.9 1.7 1.8 · 1.8 1.7 1.2 ·
لكل سهم 7
بيانات لكل سهم السنوية لـ UPBD
المقياس اتجاه 202520242023202220212020201920182017201620152014
Book Value / Share 9-point trend, +25.5% $5.39 $5.00 · $4.20 $4.13 $5.28 $4.13 · $2.48 $2.42 $4.30 ·
Revenue / Share 9-point trend, +29.6% $80.10 $77.25 · $72.00 $68.57 $50.48 $47.71 · $50.19 $55.78 $61.80 ·
Cash Flow / Share 9-point trend, +20.0% $5.21 $1.87 · $7.94 $5.87 $4.24 $3.85 · $2.05 $6.66 $4.34 ·
Cash / Share 9-point trend, +69.4% $0.93 $0.48 · $1.15 $0.87 $1.42 $0.63 · $0.67 $0.87 $0.55 ·
Dividend / Share 6-point trend, +67.7% $2 $2 $1 · · · · · · $0 $1 $1
Dividend Paid / Share 10-point trend, +56.3% · $2 $1 $1 $1 $1 $1 $0 $0 $0 $1 ·
EPS (TTM) 12-point trend, -30.9% $1.25 $2.21 $-0.09 $0.21 $2.02 $3.73 $3.10 $0.16 $0.12 $-1.98 $-17.97 $1.81
معدلات النمو 10
بيانات معدلات النمو السنوية لـ UPBD
المقياس اتجاه 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -86.2% 8.7% 8.2% -6.0% -7.4% 62.9% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -72.4% 3.4% -1.9% 12.4% · · · · · · · · ·
Revenue CAGR 5Y 10.8% · · · · · · · · · · ·
EPS YoY 3-point trend, +5.2% -43.4% · · -89.6% -45.8% · · · · · · ·
EPS CAGR 3Y 2-point trend, +2572.0% 81.2% 3.0% · · · · · · · · · ·
EPS CAGR 5Y -19.6% · · · · · · · · · · ·
Net Income YoY 3-point trend, -15.7% -40.7% · · -90.8% -35.2% · · · · · · ·
Net Income CAGR 3Y 2-point trend, +2872.9% 81.0% -2.9% · · · · · · · · · ·
Net Income CAGR 5Y -18.9% · · · · · · · · · · ·
Dividend CAGR 5Y 6.8% · · · · · · · · · · ·
التقييم (آخر 12 شهرًا) 13
بيانات التقييم (آخر 12 شهرًا) السنوية لـ UPBD
المقياس اتجاه 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +48.7% $4.70B $4.32B $3.99B $4.25B $4.58B $2.81B $2.67B $2.66B $2.70B $2.96B $3.28B $3.16B
Net Income TTM 12-point trend, -24.0% $73M $123M $-5M $12M $135M $208M $174M $8M $7M $-105M $-954M $96M
Market Cap 9-point trend, +38.3% $2.27B $3.67B · $2.82B $5.98B $4.30B $3.21B · $1.22B $1.23B $1.64B ·
P/E 12-point trend, -30.0% 14.0 13.2 -377.4 107.4 23.8 10.3 9.3 101.2 92.5 -5.7 -0.8 20.1
P/S 9-point trend, -3.4% 0.5 0.8 · 0.7 1.3 1.5 1.2 · 0.5 0.4 0.5 ·
P/B 9-point trend, -6.5% 3.3 5.8 · 5.4 11.6 7.3 7.0 · 4.5 4.7 3.5 ·
P / Tangible Book 2-point trend, +425.6% · 43.9 · · · 8.4 · · · · · ·
P / Cash Flow 9-point trend, +4.3% 7.4 35.0 · 6.0 15.2 18.2 14.9 · 11.0 3.5 7.1 ·
P / FCF 9-point trend, -13.3% 9.5 75.7 · 6.9 18.1 21.3 16.5 · 27.0 4.2 11.0 ·
Dividend Yield 9-point trend, +24.8% 3.9% 2.2% · 2.8% 1.2% 1.5% 0.43% · 1.1% 2.1% 3.1% ·
Earnings Yield 12-point trend, +43.0% 7.1% 7.6% -0.26% 0.93% 4.2% 9.7% 10.8% 0.99% 1.1% -17.6% -120.0% 5.0%
Payout Ratio 9-point trend, +2136.8% 120.0% 66.6% · 640.8% 53.0% 30.3% 7.9% · 192.4% -24.3% -5.9% ·
Annual Payout 12-point trend, +80.6% $88M $82M $83M $79M $72M $63M $14M $0 $13M $26M $51M $49M

القوائم المالية قائمة الدخل، الميزانية العمومية، التدفقات النقدية — سنويًا، آخر 5 سنوات

قائمة الدخل
2025-12-312024-12-312023-12-312022-12-312021-12-31
الإيرادات $4.70B$4.32B$3.99B$4.25B$4.58B
هامش الربح الإجمالي % 48.4%48.1%49.0%48.8%
هامش الربح التشغيلي % 4.8%6.8%3.5%6.1%
صافي الدخل $73M$123M$-5M$12M$135M
EPS المخفف $1.25$2.21$-0.09$0.21$2.02
التدفق النقدي
2025-12-312024-12-312023-12-312022-12-312021-12-31
التدفق النقدي الحر $239M$48M$407M$330M

آخر الأخبار أحدث العناوين التي تذكر هذه الشركة

مقاييسي قائمة المراقبة الشخصية الخاصة بك — صفوف مختارة من الأساسيات الكاملة

📊

اختر المقاييس التي تهمك — انقر فوق علامة ➕ بجوار أي صف في الأساسيات الكاملة أعلاه.

يتم حفظ اختيارك ويتبعك عبر جميع الأسهم.

الملاك المؤسسيون (13F) 285 مقدمي إقرار · $787.3M إجمالي · حتى تاريخ 30 يونيو، 2026

المؤسسات التي تبلغ عن حيازتها لهذا السهم في نموذج SEC 13F ربع السنوي الخاص بها. المراكز الطويلة فقط؛ قد يظهر مقدم واحد مرتين لأرجل خيارات منفصلة. الأرجل الكبيرة المتعاكسة من خيارات البيع/الشراء تعكس عادةً صناعة السوق أو المخزون المتحوط، وليس القناعة الاتجاهية.

النشاط المؤسسي — Q2 2026 مقابل الربع السابق
مراكز جديدة المراكز الخارجة زيادة انخفض صافي التغير في الأسهم
48 (+3 مقابل الربع السابق) 17 (-17 مقابل الربع السابق) 97 (+7 مقابل الربع السابق) 68 (+4 مقابل الربع السابق) -1.9M

مقارنة بـ Q1 2026. المواعيد النهائية لتقديم إقرارات نموذج 13F لهيئة الأوراق المالية والبورصات (SEC) هي في غضون 45 يومًا من نهاية الربع بالإضافة إلى فترة سماح قصيرة للمقدمين المتأخرين — يتم تخطي الأرباع التي لا تزال ضمن هذه النافذة لصالح أحدث زوج تم الإبلاغ عنه بالكامل.

مؤسسة القيمة الأسهم % من 13F المتتبعة النوع
VANGUARD PORTFOLIO MANAGEMENT LLC $89852398 4234326 11,41% الأسهم
FMR LLC $69439309 3272352 8,82% الأسهم
DIMENSIONAL FUND ADVISORS LP $54955811 2589812 6,98% الأسهم
STATE STREET CORP $53317690 2468483 6,77% الأسهم
VANGUARD CAPITAL MANAGEMENT LLC $49390356 2327538 6,27% الأسهم
GEODE CAPITAL MANAGEMENT, LLC $26909964 1267878 3,42% الأسهم
Bragg Financial Advisors, Inc $25235143 1189215 3,21% الأسهم
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $24516442 1155346 3,11% الأسهم
Huber Capital Management LLC $22532861 1061869 2,86% الأسهم
AMERICAN CENTURY COMPANIES INC $18104458 853179 2,30% الأسهم
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $17651008 831810 2,24% الأسهم
GOLDMAN SACHS GROUP INC $16688448 786449 2,12% الأسهم
Bank of New York Mellon Corp $15691087 739448 1,99% الأسهم
MILLENNIUM MANAGEMENT LLC $15052556 709357 1,91% الأسهم
KENNEDY CAPITAL MANAGEMENT LLC $13835355 651996 1,76% الأسهم
WELLINGTON MANAGEMENT GROUP LLP $12327992 580961 1,57% الأسهم
CITADEL ADVISORS LLC $9274371 437058 1,18% الأسهم
VICTORY CAPITAL MANAGEMENT INC $8368659 394376 1,06% الأسهم
BRIDGEWAY CAPITAL MANAGEMENT, LLC $7527668 354744 0,96% الأسهم
VANGUARD FIDUCIARY TRUST CO $7402045 348824 0,94% الأسهم
PANAGORA ASSET MANAGEMENT INC $6813721 321099 0,87% الأسهم
PRINCIPAL FINANCIAL GROUP INC $6510954 306831 0,83% الأسهم
Qube Research & Technologies Ltd $6082098 286621 0,77% الأسهم
VANGUARD GROUP INC $5926395 337494 0,75% الأسهم
BANK OF AMERICA CORP /DE/ $5863892 276338 0,74% الأسهم
MORGAN STANLEY $5775392 272167 0,73% الأسهم
Universal- Beteiligungs- und Servicegesellschaft mbH $5577273 262831 0,71% الأسهم
Miller Value Partners, LLC $5474760 258000 0,70% الأسهم
PEREGRINE CAPITAL MANAGEMENT LLC $5335705 251447 0,68% الأسهم
Empowered Funds, LLC $5023708 236744 0,64% الأسهم
Balyasny Asset Management L.P. $4985024 234921 0,63% الأسهم
FIRST TRUST ADVISORS LP $4695243 221265 0,60% الأسهم
BlackRock, Inc. $4266727 201071 0,54% الأسهم
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $3868661 182312 0,49% الأسهم
Connor, Clark & Lunn Investment Management Ltd. $3868173 182289 0,49% الأسهم
XTX Topco Ltd $3826369 180319 0,49% الأسهم
Public Sector Pension Investment Board $3825626 180284 0,49% الأسهم
Allianz Asset Management GmbH $3609713 170109 0,46% الأسهم
AMERIPRISE FINANCIAL INC $3355653 158024 0,43% الأسهم
Trexquant Investment LP $3342277 157506 0,42% الأسهم
Inspire Advisors, LLC $3268329 154942 0,42% الأسهم
Sepio Capital, LP $3068603 144609 0,39% الأسهم
Quantinno Capital Management LP $3002007 141470 0,38% الأسهم
RHUMBLINE ADVISERS $2904427 136873 0,37% الأسهم
Susquehanna Portfolio Strategies, LLC $2899840 136656 0,37% الأسهم
Vanguard Global Advisers, LLC $2870005 135250 0,36% الأسهم
INTECH INVESTMENT MANAGEMENT LLC $2790791 131517 0,35% الأسهم
PICTON MAHONEY ASSET MANAGEMENT $2789094 131437 0,35% الأسهم
Jump Financial, LLC $2697062 127100 0,34% الأسهم
Lido Advisors, LLC $2651080 124926 0,34% الأسهم
TWO SIGMA INVESTMENTS, LP $2446242 115280 0,31% الأسهم
CLARK ESTATES INC/NY $2397860 113000 0,30% الأسهم
ALGERT GLOBAL LLC $2325033 109568 0,30% الأسهم
RAYMOND JAMES FINANCIAL INC $2263791 106682 0,29% الأسهم
Cubist Systematic Strategies, LLC $2250379 95234 0,29% الأسهم
Swiss National Bank $2228100 105000 0,28% الأسهم
D. E. Shaw & Co., Inc. $2086011 98304 0,26% الأسهم
JANE STREET GROUP, LLC $2060462 97100 0,26% عقد خيار الشراء
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $2006287 94547 0,25% الأسهم
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1952240 92000 0,25% عقد خيار الشراء
Venture Visionary Partners LLC $1938808 91367 0,25% الأسهم
Point72 Asset Management, L.P. $1918352 90403 0,24% الأسهم
SEGALL BRYANT & HAMILL, LLC $1821949 85860 0,23% الأسهم
CITADEL ADVISORS LLC $1807944 85200 0,23% عقد خيار الشراء
RENAISSANCE TECHNOLOGIES LLC $1765504 83200 0,22% الأسهم
Range Financial Group LLC $1759287 82907 0,22% الأسهم
Corient Private Wealth LP $1756083 82756 0,22% الأسهم
Legal & General Group Plc $1711902 80674 0,22% الأسهم
BEACON FINANCIAL GROUP $1615017 76108 0,21% الأسهم
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $1585877 74735 0,20% الأسهم
ExodusPoint Capital Management, LP $1570917 74030 0,20% الأسهم
LPL Financial LLC $1546509 72880 0,20% الأسهم
Cerity Partners LLC $1437872 67761 0,18% الأسهم
ROYAL BANK OF CANADA $1339000 63119 0,17% الأسهم
Mork Capital Management, LLC $1328584 62610 0,17% الأسهم
OSAIC HOLDINGS, INC. $1322475 62324 0,17% الأسهم
ALLIANCEBERNSTEIN L.P. $1291080 71528 0,16% الأسهم
Engineers Gate Manager LP $1247948 58810 0,16% الأسهم
IEQ CAPITAL, LLC $1243810 58615 0,16% الأسهم
Kendall Capital Management $1233519 58130 0,16% الأسهم
State of Tennessee, Department of Treasury $1211068 57072 0,15% الأسهم
PRUDENTIAL FINANCIAL INC $1177116 55472 0,15% الأسهم
EntryPoint Capital, LLC $1162707 54793 0,15% الأسهم
Invesco Ltd. $1117403 52658 0,14% الأسهم
BARCLAYS PLC $1114836 52537 0,14% الأسهم
New Century Financial Group, LLC $1109452 46951 0,14% الأسهم
Russell Investments Group, Ltd. $1066984 50282 0,14% الأسهم
CAPITAL FUND MANAGEMENT S.A. $1027684 48430 0,13% الأسهم
WELLS FARGO & COMPANY/MN $1021998 48162 0,13% الأسهم
KESTRA PRIVATE WEALTH SERVICES, LLC $1014910 47828 0,13% الأسهم
Nebula Research & Development LLC $1003799 39992 0,13% الأسهم
Squarepoint Ops LLC $988597 46588 0,13% الأسهم
VANGUARD ASSET MANAGEMENT, Ltd $896991 42271 0,11% الأسهم
Horizon Investments, LLC $888312 41862 0,11% الأسهم
Mitsubishi UFJ Trust & Banking Corp $881267 41530 0,11% الأسهم
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $868025 48090 0,11% الأسهم
SUSQUEHANNA INTERNATIONAL GROUP, LLP $850922 40100 0,11% عقد خيار البيع
VIRGINIA RETIREMENT SYSTEMS ET Al $818296 46600 0,10% الأسهم
Y-Intercept (Hong Kong) Ltd $805193 37945 0,10% الأسهم
HSBC HOLDINGS PLC $795249 37815 0,10% الأسهم

المطلعون على الشركة 55 من المطلعين · مسؤولون 20 · مديرون 20

مطلع الدور آخر نشاط الأسهم المملوكة مشتريات 12 شهرًا مبيعات 12 شهرًا صافي 12 شهرًا
Mitchell E Fadel Chief Executive Officer 26 فبراير، 2025 F 829689 0 0 $0
Robert Dale Davis Chief Executive Officer 1 أغسطس، 2016 P 131850 0 0 $0
Robert F Bloom Pres/CEO ColorTyme, Inc. 31 يناير، 2007 A 750 0 0 $0
Steven M Arendt CEO of ColorTyme, Inc. 25 فبراير، 2004 M 0 0 0 $0
Fahmi Karam EVP, Chief Financial Officer 10 مارس، 2025 P 164672 0 0 $0
Maureen B Short CFO 1 إبريل، 2022 F 109460 0 0 $0
Guy J Constant EVP - Finance, CFO & Treasurer 5 فبراير، 2016 A 31301 0 0 $0
Anthony J Blasquez EVP-RAC 21 أغسطس، 2025 S 32511 0 1 $-82705
Tyler Montrone EVP, Acima 26 فبراير، 2025 F 55123 0 0 $0
Ann L Davids EVP, Chief Marketing Officer 26 فبراير، 2025 F 84239 0 0 $0
Sudeep Gautam EVP, Chief Tech & Digital Off 24 فبراير، 2024 F 7941 0 0 $0
Jason Jude Hogg EVP-Acima 26 فبراير، 2022 F 107085 0 0 $0
Catherine M Skula EVP, Chief Development Officer 26 مايو، 2021 M 76421 0 0 $0
Charles J White EVP - Domestic RTO Operations 5 فبراير، 2016 A 15543 0 0 $0
Ricardo Cordon EVP - Mexico 6 فبراير، 2015 A 5677 0 0 $0
Ronald D Demoss EVP - Gen. Counsel 31 يناير، 2014 A 7916 0 0 $0
Theodore V Demarino EVP - Operations 22 مايو، 2013 M 13956 0 0 $0
David E. West EVP - Operational Services 18 فبراير، 2011 S 34391 0 0 $0
William S Short Executive VP - Operations 30 يناير، 2009 A 6729 0 0 $0
Anthony M Doll Executive VP - Operations 1 أغسطس، 2003 M 1250 0 0 $0
Charu Jain مدير 7 يوليو، 2026 A 0 0 $0
Carol A. Mcfate مدير 7 يوليو، 2026 A 0 0 $0
Molly Langenstein مدير 7 يوليو، 2026 A 0 0 $0
Glenn P Marino مدير 7 يوليو، 2026 A 0 0 $0
Jeffrey J Brown مدير 7 يوليو، 2026 A 96681 6 0 $133792
Jen You مدير 22 إبريل، 2024 A 0 0 $0
Christopher B. Hetrick مدير 9 يناير، 2024 A 28725 0 0 $0
Brinson Caleb Silver مدير 3 يناير، 2023 A 0 0 $0
Michael J Gade مدير 1 إبريل، 2021 A 4000 0 0 $0
Leonard H Roberts مدير 2 يناير، 2017 A 1500 0 0 $0
Jeffery M Jackson مدير 2 يناير، 2017 A 6055 0 0 $0
Paula Stern مدير 4 يناير، 2016 A 0 0 $0
Kerney Laday مدير 2 يناير، 2012 A 0 0 $0
Laurence Martin Berg مدير 2 يناير، 2007 A 0 0 $0
Peter P Copses مدير 2 يناير، 2007 A 0 0 0 $0
BURTON MARY ELIZABETH مدير 2 يناير، 2007 A 0 0 $0
Richard K Armey مدير 2 يناير، 2006 A 0 0 $0
Andrews S Jhawar مدير 3 يناير، 2005 A 0 0 $0
APOLLO ADVISORS IV LP مالك 10% 19 نوفمبر، 2004 S 7218571 0 0 $0
APOLLO INVESTMENT FUND IV LP مالك 10% 19 نوفمبر، 2004 S 6850930 0 0 $0
Bryan J Pechersky 26 فبراير، 2026 F 43924 0 0 $0
Transient C Taylor 26 فبراير، 2026 F 43982 0 0 $0
Harold G Lewis 2 يناير، 2026 A 0 0 $0
J V Lentell 1 إبريل، 2019 A 15000 0 0 $0
Christopher A Korst 1 إبريل، 2019 A 59190 0 0 $0
Fred E. Herman 5 فبراير، 2019 F 35225 0 0 $0
Christopher P. Crocker 2 إبريل، 2018 A 12301 0 0 $0
James E. York 23 فبراير، 2018 A 20100 0 0 $0
Rishi Garg 2 يناير، 2018 A 0 0 $0
Martin Evans 2 أكتوبر، 2017 A 0 0 $0

المطلعون من إيداعات SEC Form 3/4/5؛ صافي = سوق مفتوح فقط

الناشطون والمالكون بنسبة 5%+ 11 حيازة

المستثمرون الذين قدموا الجدول الزمني 13D لدى هيئة الأوراق المالية والبورصات — ملكية مستفيدة تزيد عن 5% مع نية التأثير على المُصدر (حصص الناشطين، حملات مجلس الإدارة، الاندماج والاستحواذ). يعرض كل صف أحدث حالة معروفة لمركز مقدم الطلب هذا.

مقدم مقدم حصة الحالة الغرض إيداع
Engaged Capital Flagship Master Fund, LP, Engaged Capital Co-Invest V-B, LP, Engaged Capital Flagship Fund, LP, Engaged Capital Flagship Fund, Ltd., Engaged Capital, LLC, Engaged Capital Holdings, LLC, Glenn W. Welling, Christopher B. Hetrick ×19 إيداعات 13 ديسمبر، 2023 إيداع أولي SEC
Vintage Capital Management, LLC (2), Kahn Capital Management, LLC (2), Brian R. Kahn (2) ×6 إيداعات 20 مارس، 2019 إيداع أولي SEC
Rent-A-Center, Inc. 17 أغسطس، 2006 إيداع أولي اندماج واستحواذ / بيع SEC
Apollo Investment Fund IV, L.P., Apollo Overseas Partners IV, L.P., Apollo Advisors IV, L.P. ×5 إيداعات 31 مايو، 2005 إيداع أولي SEC
شخص مُبلِّغ لم يُكشف عنه, شخص مُبلِّغ لم يُكشف عنه, شخص مُبلِّغ لم يُكشف عنه 12 نوفمبر، 2003 إيداع أولي SEC
شخص مُبلِّغ لم يُكشف عنه, شخص مُبلِّغ لم يُكشف عنه, Apollo Advisors IV, L.P. 15 يوليو، 2003 إيداع أولي SEC
شخص مُبلِّغ لم يُكشف عنه, شخص مُبلِّغ لم يُكشف عنه, شخص مُبلِّغ لم يُكشف عنه 2 يوليو، 2003 إيداع أولي اندماج واستحواذ / بيع SEC
شخص مُبلِّغ لم يُكشف عنه, شخص مُبلِّغ لم يُكشف عنه, شخص مُبلِّغ لم يُكشف عنه 30 إبريل، 2003 إيداع أولي اندماج واستحواذ / بيع SEC
شخص مُبلِّغ لم يُكشف عنه, شخص مُبلِّغ لم يُكشف عنه, شخص مُبلِّغ لم يُكشف عنه 6 أغسطس، 2002 إيداع أولي SEC
شخص مُبلِّغ لم يُكشف عنه, شخص مُبلِّغ لم يُكشف عنه, شخص مُبلِّغ لم يُكشف عنه 3 يونيو، 2002 إيداع أولي SEC
شخص مُبلِّغ لم يُكشف عنه 14 مايو، 2002 إيداع أولي SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ملكية صناديق المؤشرات المتداولة محتفظ بها بواسطة 72 صناديق مؤشرات متداولة

الوزن يعكس فقط ممتلكات الأسهم المباشرة (N-PORT)؛ قد تحتفظ الصناديق المضاعفة أو القائمة على المشتقات بتعرض إضافي للمقايضة غير معروض.

صندوق الوزن الوحدات حتى تاريخ المصدر
RETL · Direxion Shares ETF Trust 1,07% 17017 NS 30 إبريل، 2026 N-PORT
FYT · First Trust Exchange-Traded AlphaDE… 0,52% 48432 NS 30 إبريل، 2026 N-PORT
WBIY · Absolute Shares Trust 0,47% 13049 NS 30 يونيو، 2026 N-PORT
ROSC · Lattice Strategies Trust 0,34% 9344 NS 30 إبريل، 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,25% 153851 NS 30 إبريل، 2026 N-PORT
CALF · Pacer Funds Trust 0,24% 411403 NS 30 إبريل، 2026 N-PORT
SMDX · Tidal Trust III 0,20% 13002 NS 30 إبريل، 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0,15% 77015 NS 31 مايو، 2026 N-PORT
FFSM · FIDELITY COVINGTON TRUST 0,15% 94957 NS 30 إبريل، 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0,11% 522279 NS 31 مايو، 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0,11% 7486 NS 30 إبريل، 2026 N-PORT
AFSM · First Trust Exchange-Traded Fund VI… 0,10% 5332 NS 31 مايو، 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,09% 27671 NS 30 إبريل، 2026 N-PORT
DFSV · Dimensional ETF Trust 0,07% 260171 NS 30 إبريل، 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,05% 20153 NS 30 إبريل، 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,05% 77916 NS 31 مايو، 2026 N-PORT
DFAT · Dimensional ETF Trust 0,05% 371141 NS 30 إبريل، 2026 N-PORT
FDIS · FIDELITY COVINGTON TRUST 0,05% 43992 NS 30 إبريل، 2026 N-PORT
PSC · Principal Exchange-Traded Funds 0,05% 53771 NS 30 يونيو، 2026 N-PORT
SAA · ProShares Trust 0,04% 624 NS 31 مايو، 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,04% 585678 NS 31 مايو، 2026 N-PORT
RSSL · Global X Funds 0,03% 22782 NS 30 إبريل، 2026 N-PORT
DFAS · Dimensional ETF Trust 0,03% 191441 NS 30 إبريل، 2026 N-PORT
ITWO · ProShares Trust 0,03% 2472 NS 31 مايو، 2026 N-PORT
EBI · RBB Fund Trust 0,02% 7865 NS 31 مايو، 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,02% 249031 NS 31 مايو، 2026 N-PORT
UWM · ProShares Trust 0,01% 1933 NS 31 مايو، 2026 N-PORT
DXUV · Dimensional ETF Trust 0,01% 2813 NS 30 إبريل، 2026 N-PORT
URTY · ProShares Trust 0,01% 1954 NS 31 مايو، 2026 N-PORT
TILT · FlexShares Trust 0,01% 9737 NS 30 إبريل، 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0,01% 6433 NS 31 مايو، 2026 N-PORT
DFSU · Dimensional ETF Trust 0,01% 7456 NS 30 إبريل، 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,01% 2345 NS 31 مايو، 2026 N-PORT
ONEQ · Fidelity Commonwealth Trust 0,01% 30744 NS 31 مايو، 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0,01% 35088 NS 31 مايو، 2026 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0,00% 1120 NS 31 مايو، 2026 N-PORT
HDG · ProShares Trust 0,00% 49 NS 31 مايو، 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 6091 NS 30 إبريل، 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 77153 NS 30 إبريل، 2026 N-PORT
DFUV · Dimensional ETF Trust 0,00% 18486 NS 30 إبريل، 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 16250 NS 30 إبريل، 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,00% 35299 NS 31 مايو، 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 8405 NS 30 إبريل، 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 15 يوليو، 2026 يومي
VB · VANGUARD INDEX FUNDS 15 يوليو، 2026 يومي
VBR · VANGUARD INDEX FUNDS 15 يوليو، 2026 يومي
VTI · VANGUARD INDEX FUNDS 15 يوليو، 2026 يومي
VFVA · VANGUARD WELLINGTON FUND 30 يوليو، 2026 يومي
VFMF · VANGUARD WELLINGTON FUND 30 يوليو، 2026 يومي
VIOO · VANGUARD ADMIRAL FUNDS 15 يوليو، 2026 يومي