UPBD Upbound Group, Inc. - Common Stock
About Upbound Group, Inc. - Common Stock Company overview from Wikipedia
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.
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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.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
UPBD Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
UPBD Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount |
|---|---|
| June 16, 2026 | $0.3900 |
| April 7, 2026 | $0.3900 |
| Dec. 17, 2025 | $0.3900 |
| Sept. 30, 2025 | $0.3900 |
| June 17, 2025 | $0.3900 |
| April 2, 2025 | $0.3900 |
| Dec. 18, 2024 | $0.3900 |
| Oct. 1, 2024 | $0.3700 |
| June 18, 2024 | $0.3700 |
| April 2, 2024 | $0.3700 |
| Dec. 18, 2023 | $0.3700 |
| Oct. 2, 2023 | $0.3400 |
| June 16, 2023 | $0.3400 |
| April 4, 2023 | $0.3400 |
| Dec. 19, 2022 | $0.3400 |
| Oct. 3, 2022 | $0.3400 |
| June 17, 2022 | $0.3400 |
| April 4, 2022 | $0.3400 |
| Dec. 15, 2021 | $0.3400 |
| Sept. 27, 2021 | $0.3100 |
UPBD Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
- Strong Buy 3 23.1%
- Buy 7 53.8%
- Hold 3 23.1%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
6 analysts · 2026-08-18Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $1.07 | $1.07 | 0.00% |
| March 31, 2026 | $1.08 | $1.09 | -0.01% |
| Dec. 31, 2025 | $1.01 | $0.99 | 0.02% |
| Sept. 30, 2025 | $1.00 | $1.02 | -0.02% |
| June 30, 2025 | $1.12 | $1.08 | 0.04% |
| March 31, 2025 | $1.00 | $0.97 | 0.03% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| 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% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 16
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $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 | $2.42B | $2.24B | $1.97B | $2.17B | $2.35B | $1.14B | $1.03B | $972M | $984M | $1.03B | $1.16B | $973M | |
| Gross Profit | $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 | $232M | $212M | $202M | $186M | $195M | $153M | $143M | $163M | $171M | $169M | $166M | $162M | |
| Operating Expenses | $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 | $223M | $292M | $163M | $149M | $281M | $237M | $254M | $56M | $-63M | $-67M | $-1.01B | $193M | |
| Interest Expense | $113M | $111M | $113M | $88M | $71M | $15M | $31M | $43M | $46M | $47M | $49M | $48M | |
| Interest Income | $3M | $3M | $3M | $641.0K | $221.0K | $768.0K | $3M | $1M | $791.0K | $503.0K | $634.0K | $947.0K | |
| Pretax Income | $108M | $178M | $53M | $61M | $194M | $223M | $224M | $14M | $-110M | $-113M | $-1.06B | $142M | |
| Income Tax | $35M | $54M | $58M | $49M | $59M | $15M | $50M | $5M | $-117M | $-8M | $-103M | $46M | |
| Net Income | $73M | $123M | $-5M | $12M | $135M | $208M | $174M | $8M | $7M | $-105M | $-954M | $96M | |
| EPS (Basic) | $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) | $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) | 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) | 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 | $223M | $292M | · | $149M | $281M | $237M | $254M | · | $-63M | $-67M | $-1.01B | · |
Balance Sheet 16
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $121M | $61M | $94M | $144M | $108M | $159M | $70M | $155M | $73M | $95M | $60M | $46M | |
| PP&E (Net) | $310M | $254M | $273M | $295M | $308M | $142M | $166M | $226M | $283M | $316M | $331M | $333M | |
| PP&E (Gross) | $867M | $803M | $884M | $872M | $866M | $647M | $689M | $778M | $809M | $839M | $813M | $773M | |
| Accum. Depreciation | $557M | $549M | $611M | $577M | $557M | $505M | $523M | $552M | $526M | $522M | $482M | $441M | |
| Goodwill | $488M | $290M | $290M | $290M | $290M | $70M | $70M | $57M | $57M | $55M | $206M | $1.37B | |
| Intangibles | $350M | $255M | $301M | $359M | $425M | $8M | $9M | $499.0K | $882.0K | $5M | $8M | $8M | |
| Total Assets | $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 | · | · | · | · | · | · | $164M | $119M | $87M | · | · | · | |
| Total Liabilities | $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 | · | · | · | · | · | · | · | · | · | $192M | $426M | · | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Retained Earnings | $1.02B | $1.04B | $995M | $1.08B | $1.14B | $1.09B | $948M | $806M | $799M | $801M | $923M | $1.93B | |
| Treasury Stock | $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 | $696M | $629M | $560M | $525M | $513M | $592M | $459M | $287M | $272M | $265M | $384M | $1.39B | |
| Liabilities + Equity | $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 | 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 |
Cash Flow 16
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $52M | $51M | $51M | $53M | · | · | · | · | · | · | · | · | |
| Stock-based Comp | $45M | $36M | $162M | $159M | $148M | $12M | $7M | $6M | $4M | $9M | $10M | $7M | |
| Deferred Tax | $48M | $-30M | $-14M | $-40M | $48M | $-6M | $56M | $6M | $-82M | $-32M | $-129M | $25M | |
| Amort. of Intangibles | $59M | $46M | $58M | $66M | $103M | $1M | $723.0K | $671.0K | $5M | $2M | $3M | $3M | |
| Restructuring | · | · | · | $6M | $29M | $9M | $8M | $35M | $4M | $8M | $5M | $4M | |
| Operating Cash Flow | $306M | $105M | $200M | $468M | $392M | $237M | $215M | $228M | $111M | $354M | $231M | $19M | |
| CapEx | $67M | $56M | $53M | $61M | $62M | $35M | $21M | $28M | $65M | $61M | $81M | $84M | |
| Investing Cash Flow | $-404M | $-42M | $-51M | $-62M | $-1.34B | $-21M | $21M | $-5M | $-63M | $-59M | $-90M | $-97M | |
| Stock Repurchased | $0 | $0 | $50M | $75M | $390M | $27M | $1M | $0 | $0 | · | $0 | $0 | |
| Net Stock Activity | $0 | $0 | · | $-75M | $-390M | $-27M | $-1M | · | · | · | $0 | · | |
| Dividends Paid | $88M | $82M | $83M | $79M | $72M | $63M | $14M | $0 | $13M | $26M | $51M | $49M | |
| Financing Cash Flow | $156M | $-94M | $-202M | $-371M | $893M | $-127M | $-322M | $-140M | $-71M | $-260M | $-124M | $83M | |
| Net Change in Cash | $60M | $-33M | $-50M | $36M | $-51M | $89M | $-85M | $82M | $-22M | $35M | $14M | $4M | |
| Taxes Paid | $70M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $239M | $48M | · | $407M | $330M | $202M | $194M | · | $45M | $293M | $150M | · | |
| Levered FCF | $162M | $-28M | · | $389M | $281M | $188M | $170M | · | $48M | $249M | $109M | · |
Profitability 8
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 48.4% | 48.1% | · | 49.0% | 48.8% | 59.4% | 61.6% | · | 63.6% | 65.3% | 64.6% | · | |
| Operating Margin | 4.8% | 6.8% | · | 3.5% | 6.1% | 8.4% | 9.5% | · | -2.3% | -2.2% | -30.7% | · | |
| Net Margin | 1.6% | 2.9% | · | 0.29% | 2.9% | 7.4% | 6.5% | · | 0.25% | -3.5% | -26.4% | · | |
| Pretax Margin | 2.3% | 4.1% | · | 1.5% | 4.2% | 7.9% | 8.4% | · | -4.1% | -3.8% | -32.2% | · | |
| EBITDA Margin | 4.8% | 6.8% | · | 3.5% | 6.1% | 8.4% | 9.5% | · | -2.3% | -2.2% | -30.7% | · | |
| ROA | 2.5% | 4.6% | · | 0.43% | 5.7% | 12.5% | 11.7% | · | 0.44% | -5.9% | -33.0% | · | |
| ROE | 11.1% | 20.8% | · | 2.4% | 24.4% | 39.6% | 46.1% | · | 2.5% | -32.4% | -93.2% | · | |
| ROIC | 21.8% | 32.2% | · | 5.7% | 38.0% | 37.5% | 42.9% | · | 1.4% | -23.3% | -175.7% | · |
Liquidity & Solvency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | 2.0 | 2.6 | · | 1.7 | 4.0 | 15.5 | 8.2 | · | -1.4 | -1.4 | -20.4 | · |
Efficiency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.6 | 1.6 | · | 1.5 | 1.9 | 1.7 | 1.8 | · | 1.8 | 1.7 | 1.2 | · |
Growth Rates 10
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 8.7% | 8.2% | -6.0% | -7.4% | 62.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 3.4% | -1.9% | 12.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 10.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -43.4% | · | · | -89.6% | -45.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 81.2% | 3.0% | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -19.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -40.7% | · | · | -90.8% | -35.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 81.0% | -2.9% | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -18.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 6.8% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 13
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $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 | $73M | $123M | $-5M | $12M | $135M | $208M | $174M | $8M | $7M | $-105M | $-954M | $96M | |
| Market Cap | $2.27B | $3.67B | · | $2.82B | $5.98B | $4.30B | $3.21B | · | $1.22B | $1.23B | $1.64B | · | |
| P/E | 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 | 0.5 | 0.8 | · | 0.7 | 1.3 | 1.5 | 1.2 | · | 0.5 | 0.4 | 0.5 | · | |
| P/B | 3.3 | 5.8 | · | 5.4 | 11.6 | 7.3 | 7.0 | · | 4.5 | 4.7 | 3.5 | · | |
| P / Tangible Book | · | 43.9 | · | · | · | 8.4 | · | · | · | · | · | · | |
| P / Cash Flow | 7.4 | 35.0 | · | 6.0 | 15.2 | 18.2 | 14.9 | · | 11.0 | 3.5 | 7.1 | · | |
| P / FCF | 9.5 | 75.7 | · | 6.9 | 18.1 | 21.3 | 16.5 | · | 27.0 | 4.2 | 11.0 | · | |
| Dividend Yield | 3.9% | 2.2% | · | 2.8% | 1.2% | 1.5% | 0.43% | · | 1.1% | 2.1% | 3.1% | · | |
| Earnings Yield | 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 | 120.0% | 66.6% | · | 640.8% | 53.0% | 30.3% | 7.9% | · | 192.4% | -24.3% | -5.9% | · | |
| Annual Payout | $88M | $82M | $83M | $79M | $72M | $63M | $14M | $0 | $13M | $26M | $51M | $49M |
Income Statement 16
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.16B | $1.22B | $1.20B | $1.16B | $1.16B | $1.18B | $1.08B | $1.07B | $1.08B | $1.10B | $1.02B | $979M | $979M | $1.02B | $990M | $1.02B | |
| Cost of Revenue | $569M | $633M | $610M | $602M | $586M | $626M | $571M | $558M | $545M | $567M | $505M | $482M | $473M | $510M | $495M | $518M | |
| Gross Profit | $595M | $586M | $587M | $563M | $572M | $550M | $508M | $511M | $532M | $529M | $513M | $497M | $506M | $506M | $495M | $506M | |
| SG&A Expense | $60M | $57M | $55M | $50M | $63M | $64M | $52M | $51M | $54M | $55M | $51M | $54M | $49M | $48M | $45M | $40M | |
| Operating Expenses | $541M | $509M | $529M | $510M | $521M | $488M | $429M | $441M | $451M | $467M | $457M | $439M | $422M | $541M | $453M | $468M | |
| Operating Income | $54M | $77M | $57M | $53M | $51M | $63M | $79M | $70M | $81M | $62M | $56M | $58M | $84M | $-35M | $42M | $37M | |
| Interest Expense | $26M | $27M | $28M | $29M | $29M | $28M | $25M | $27M | $28M | $30M | $29M | $28M | $28M | $28M | $27M | $23M | |
| Interest Income | · | · | · | · | $638.0K | $694.0K | $646.0K | $897.0K | $753.0K | $803.0K | $730.0K | $1M | $1M | $420.0K | $288.0K | $216.0K | |
| Pretax Income | $29M | $51M | $30M | $20M | $23M | $36M | $54M | $44M | $46M | $33M | $27M | $31M | $57M | $-63M | $16M | $14M | |
| Income Tax | $8M | $15M | $10M | $7M | $7M | $11M | $23M | $13M | $12M | $5M | $39M | $27M | $102M | $-110M | $13M | $20M | |
| Net Income | $22M | $36M | $20M | $13M | $15M | $25M | $31M | $31M | $34M | $28M | $-11M | $4M | $-46M | $47M | $3M | $-6M | |
| EPS (Basic) | $0.37 | $0.62 | $0.36 | $0.23 | $0.27 | $0.44 | $0.57 | $0.56 | $0.62 | $0.51 | $-0.20 | $0.08 | $-0.83 | $0.86 | $0.04 | $-0.10 | |
| EPS (Diluted) | $0.37 | $0.61 | $0.35 | $0.22 | $0.26 | $0.42 | $0.55 | $0.55 | $0.61 | $0.50 | $-0.18 | $0.08 | $-0.83 | $0.84 | $0.06 | $-0.10 | |
| Shares (Basic) | 58,274,000 | 57,534,000 | -112,700,000 | 56,703,000 | 56,531,000 | 55,945,000 | -109,240,000 | 54,700,000 | 54,650,000 | 54,544,000 | -110,906,000 | 55,485,000 | 55,242,000 | 55,157,000 | -109,279,000 | 55,380,000 | |
| Shares (Diluted) | 58,708,000 | 58,846,000 | -117,300,000 | 58,890,000 | 58,664,000 | 58,358,000 | -111,686,000 | 55,962,000 | 55,842,000 | 55,815,000 | -113,553,000 | 56,852,000 | 55,242,000 | 56,437,000 | -109,837,000 | 55,380,000 | |
| EBITDA | $54M | $77M | · | $53M | $51M | $63M | · | $70M | $81M | $62M | · | $58M | $84M | $-35M | · | $37M |
Balance Sheet 14
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $105M | $98M | $121M | $107M | $107M | $107M | $61M | $85M | $83M | $85M | · | $106M | $87M | $172M | · | $166M | |
| PP&E (Net) | $298M | $304M | $310M | $313M | $311M | $312M | $254M | $258M | $259M | $263M | · | $277M | $283M | $288M | · | $300M | |
| PP&E (Gross) | · | · | $867M | · | · | · | $803M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $566M | $573M | $557M | $598M | $583M | $565M | $549M | $641M | $639M | $625M | · | $627M | $609M | $592M | · | $597M | |
| Goodwill | $488M | $488M | $488M | $488M | $487M | $488M | $290M | $290M | $290M | $290M | $290M | $290M | $290M | $290M | $290M | $290M | |
| Intangibles | $319M | $334M | $350M | $364M | $379M | $394M | $255M | $266M | $277M | $288M | · | $316M | $330M | $345M | · | $374M | |
| Total Assets | $3.10B | $3.13B | $3.28B | $3.21B | $3.10B | $3.04B | $2.65B | $2.58B | $2.62B | $2.63B | · | $2.63B | $2.59B | $2.74B | · | $2.77B | |
| Total Liabilities | $2.37B | $2.41B | $2.58B | $2.52B | $2.41B | $2.36B | $2.02B | $1.97B | $2.02B | $2.05B | · | $2.03B | $1.96B | $2.07B | · | $2.22B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Retained Earnings | $1.03B | $1.03B | $1.02B | $1.02B | $1.03B | $1.04B | $1.04B | $1.03B | $1.02B | $1.00B | · | $1.03B | $1.04B | $1.11B | · | $1.09B | |
| Treasury Stock | $1.89B | $1.89B | $1.89B | $1.89B | $1.89B | $1.89B | $1.89B | $1.89B | $1.89B | $1.89B | · | $1.87B | $1.84B | $1.84B | · | $1.80B | |
| Stockholders' Equity | $733M | $716M | $696M | $687M | $686M | $679M | $629M | $612M | $596M | $578M | · | $597M | $626M | $670M | · | $548M | |
| Liabilities + Equity | $3.10B | $3.13B | $3.28B | $3.21B | $3.10B | $3.04B | $2.65B | $2.58B | $2.62B | $2.63B | · | $2.63B | $2.59B | $2.74B | · | $2.77B | |
| Shares Outstanding | 129,417,000 | 129,410,000 | 128,997,000 | 128,967,000 | 128,931,000 | 128,886,000 | 125,797,000 | 125,757,000 | 125,716,000 | 125,684,000 | 125,415,000 | 125,354,000 | 125,308,000 | 125,287,000 | 125,028,000 | 125,019,000 |
Cash Flow 13
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | · | · | $12M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | |
| Stock-based Comp | $18M | $12M | $10M | $10M | $11M | $13M | $9M | $8M | $8M | $12M | $15M | $16M | $15M | $116M | $37M | $45M | |
| Amort. of Intangibles | $15M | $15M | $15M | $15M | $15M | $14M | $11M | $11M | $11M | $13M | $15M | $15M | $15M | $15M | $15M | $15M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | · | $855.0K | |
| Operating Cash Flow | $123M | $171M | $42M | $118M | $8M | $148M | $-62M | $106M | $15M | $45M | $-20M | $78M | $37M | $105M | $56M | $125M | |
| CapEx | $15M | $16M | $18M | $21M | $18M | $11M | $12M | $18M | $14M | $12M | $17M | $15M | $12M | $10M | $12M | $19M | |
| Investing Cash Flow | $-39M | $-34M | $-29M | $-70M | $-19M | $-296M | $-14M | $-1M | $-14M | $-12M | $-15M | $-15M | $-12M | $-10M | $-12M | $-19M | |
| Stock Repurchased | · | · | · | · | · | · | $0 | · | · | · | $26M | · | · | · | $45M | · | |
| Dividends Paid | $23M | $23M | $22M | $22M | $22M | $21M | $20M | $20M | $20M | $21M | $19M | $20M | $19M | $26M | $19M | $21M | |
| Financing Cash Flow | $-78M | $-159M | $502.0K | $-49M | $10M | $194M | $52M | $-102M | $-2M | $-43M | $22M | $-44M | $-111M | $-69M | $-66M | $-52M | |
| Net Change in Cash | $7M | $-22M | $14M | $180.0K | $-484.0K | $46M | $-24M | $3M | $-2M | $-9M | $-12M | $19M | $-85M | $28M | $-21M | $53M | |
| Free Cash Flow | · | $155M | · | · | · | $127M | · | · | · | $34M | · | · | · | $96M | · | · | |
| Levered FCF | · | $136M | · | · | · | $108M | · | · | · | $8M | · | · | · | $117M | · | · |
Profitability 8
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 51.1% | 48.1% | · | 48.3% | 49.4% | 46.8% | · | 47.8% | 49.4% | 48.3% | · | 50.8% | 51.7% | 49.8% | · | 49.4% | |
| Operating Margin | 4.7% | 6.3% | · | 4.5% | 4.4% | 5.3% | · | 6.6% | 7.5% | 5.6% | · | 5.9% | 8.6% | -3.5% | · | 3.6% | |
| Net Margin | 1.9% | 2.9% | · | 1.1% | 1.3% | 2.1% | · | 2.9% | 3.1% | 2.5% | · | 0.45% | -4.7% | 4.7% | · | -0.56% | |
| Pretax Margin | 2.5% | 4.2% | · | 1.7% | 2.0% | 3.0% | · | 4.1% | 4.3% | 3.0% | · | 3.2% | 5.8% | -6.2% | · | 1.4% | |
| EBITDA Margin | 4.7% | 6.3% | · | 4.5% | 4.4% | 5.3% | · | 6.6% | 7.5% | 5.6% | · | 5.9% | 8.6% | -3.5% | · | 3.6% | |
| ROA | 0.70% | 1.2% | · | 0.46% | 0.54% | 0.87% | · | 1.2% | 1.3% | 1.0% | · | 0.16% | -1.7% | 1.7% | · | -0.20% | |
| ROE | 3.0% | 5.1% | · | 2.0% | 2.4% | 3.9% | · | 5.1% | 5.6% | 4.4% | · | 0.76% | -7.7% | 7.9% | · | -0.82% | |
| ROIC | 5.5% | 7.5% | · | 5.1% | 5.0% | 6.4% | · | 8.0% | 9.9% | 9.1% | · | 1.4% | -10.8% | 4.0% | · | -2.7% |
Liquidity & Solvency 1
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | 2.1 | 2.9 | · | 1.8 | 1.8 | 2.3 | · | 2.6 | 2.8 | 2.1 | · | 2.1 | 3.0 | -1.2 | · | 1.6 |
Efficiency 1
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 |
Valuation (TTM) 11
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.71B | $4.72B | · | $4.57B | $4.48B | $4.42B | · | $4.22B | $4.13B | $4.07B | · | $4.00B | $4.09B | $4.27B | · | $4.44B | |
| Net Income TTM | $86M | $89M | · | $84M | $105M | $117M | · | $97M | $20M | $34M | · | $297.0K | $16M | $57M | · | $31M | |
| Market Cap | $2.75B | $2.34B | · | $3.05B | $3.24B | $3.09B | · | $4.02B | $3.86B | $4.43B | · | $3.69B | $3.90B | $3.07B | · | $2.19B | |
| P/E | 14.5 | 12.0 | · | 16.3 | 13.6 | 11.5 | · | 18.4 | 85.3 | 59.7 | · | -2945.0 | 129.7 | 24.8 | · | 38.1 | |
| P/S | 0.6 | 0.5 | · | 0.7 | 0.7 | 0.7 | · | 1.0 | 0.9 | 1.1 | · | 0.9 | 1.0 | 0.7 | · | 0.5 | |
| P/B | 3.7 | 3.3 | · | 4.4 | 4.7 | 4.5 | · | 6.6 | 6.5 | 7.7 | · | 6.2 | 6.2 | 4.6 | · | 4.0 | |
| P / Tangible Book | · | · | · | · | · | · | · | 72.0 | 132.1 | 75005.7 | · | · | 717.9 | 86.1 | · | · | |
| P / Cash Flow | · | 13.7 | · | · | · | 22.4 | · | · | · | 97.4 | · | · | · | 29.1 | · | · | |
| P / FCF | · | 15.1 | · | · | · | 24.3 | · | · | · | 131.7 | · | · | · | 32.0 | · | · | |
| Earnings Yield | 6.9% | 8.4% | · | 6.1% | 7.3% | 8.7% | · | 5.4% | 1.2% | 1.7% | · | -0.03% | 0.77% | 4.0% | · | 2.6% | |
| Payout Ratio | · | 64.6% | · | · | · | 86.3% | · | · | · | 77.6% | · | · | · | 53.9% | · | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Revenue | $4.70B | $4.32B | $3.99B | $4.25B | $4.58B |
| Gross Margin % | 48.4% | 48.1% | — | 49.0% | 48.8% |
| Operating Margin % | 4.8% | 6.8% | — | 3.5% | 6.1% |
| Net Income | $73M | $123M | $-5M | $12M | $135M |
| Diluted EPS | $1.25 | $2.21 | $-0.09 | $0.21 | $2.02 |
Cash Flow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | $239M | $48M | — | $407M | $330M |
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Institutional owners (13F) 285 filers · $787.3M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 47 (+8 vs prior Q) | 17 (-18 vs prior Q) | 97 (+8 vs prior Q) | 68 (+4 vs prior Q) | +4.9M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $89,852,398 | 4,234,326 | 11.41% | Shares |
| FMR LLC | $69,439,309 | 3,272,352 | 8.82% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $54,955,811 | 2,589,812 | 6.98% | Shares |
| STATE STREET CORP | $53,317,690 | 2,468,483 | 6.77% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $49,390,356 | 2,327,538 | 6.27% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $26,909,964 | 1,267,878 | 3.42% | Shares |
| Bragg Financial Advisors, Inc | $25,235,143 | 1,189,215 | 3.21% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $24,516,442 | 1,155,346 | 3.11% | Shares |
| Huber Capital Management LLC | $22,532,861 | 1,061,869 | 2.86% | Shares |
| AMERICAN CENTURY COMPANIES INC | $18,104,458 | 853,179 | 2.30% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $17,651,008 | 831,810 | 2.24% | Shares |
| GOLDMAN SACHS GROUP INC | $16,688,448 | 786,449 | 2.12% | Shares |
| Bank of New York Mellon Corp | $15,691,087 | 739,448 | 1.99% | Shares |
| MILLENNIUM MANAGEMENT LLC | $15,052,556 | 709,357 | 1.91% | Shares |
| KENNEDY CAPITAL MANAGEMENT LLC | $13,835,355 | 651,996 | 1.76% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $12,327,992 | 580,961 | 1.57% | Shares |
| CITADEL ADVISORS LLC | $9,274,371 | 437,058 | 1.18% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $8,368,659 | 394,376 | 1.06% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $7,527,668 | 354,744 | 0.96% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $7,402,045 | 348,824 | 0.94% | Shares |
| PANAGORA ASSET MANAGEMENT INC | $6,813,721 | 321,099 | 0.87% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $6,510,954 | 306,831 | 0.83% | Shares |
| Qube Research & Technologies Ltd | $6,082,098 | 286,621 | 0.77% | Shares |
| VANGUARD GROUP INC | $5,926,395 | 337,494 | 0.75% | Shares |
| BANK OF AMERICA CORP /DE/ | $5,863,892 | 276,338 | 0.74% | Shares |
| MORGAN STANLEY | $5,775,392 | 272,167 | 0.73% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $5,577,273 | 262,831 | 0.71% | Shares |
| Miller Value Partners, LLC | $5,474,760 | 258,000 | 0.70% | Shares |
| PEREGRINE CAPITAL MANAGEMENT LLC | $5,335,705 | 251,447 | 0.68% | Shares |
| Empowered Funds, LLC | $5,023,708 | 236,744 | 0.64% | Shares |
| Balyasny Asset Management L.P. | $4,985,024 | 234,921 | 0.63% | Shares |
| FIRST TRUST ADVISORS LP | $4,695,243 | 221,265 | 0.60% | Shares |
| BlackRock, Inc. | $4,266,727 | 201,071 | 0.54% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3,868,661 | 182,312 | 0.49% | Shares |
| Connor, Clark & Lunn Investment Management Ltd. | $3,868,173 | 182,289 | 0.49% | Shares |
| XTX Topco Ltd | $3,826,369 | 180,319 | 0.49% | Shares |
| Public Sector Pension Investment Board | $3,825,626 | 180,284 | 0.49% | Shares |
| Allianz Asset Management GmbH | $3,609,713 | 170,109 | 0.46% | Shares |
| AMERIPRISE FINANCIAL INC | $3,355,653 | 158,024 | 0.43% | Shares |
| Trexquant Investment LP | $3,342,277 | 157,506 | 0.42% | Shares |
| Inspire Advisors, LLC | $3,268,329 | 154,942 | 0.42% | Shares |
| Sepio Capital, LP | $3,068,603 | 144,609 | 0.39% | Shares |
| Quantinno Capital Management LP | $3,002,007 | 141,470 | 0.38% | Shares |
| RHUMBLINE ADVISERS | $2,904,427 | 136,873 | 0.37% | Shares |
| Susquehanna Portfolio Strategies, LLC | $2,899,840 | 136,656 | 0.37% | Shares |
| Vanguard Global Advisers, LLC | $2,870,005 | 135,250 | 0.36% | Shares |
| INTECH INVESTMENT MANAGEMENT LLC | $2,790,791 | 131,517 | 0.35% | Shares |
| PICTON MAHONEY ASSET MANAGEMENT | $2,789,094 | 131,437 | 0.35% | Shares |
| Jump Financial, LLC | $2,697,062 | 127,100 | 0.34% | Shares |
| Lido Advisors, LLC | $2,651,080 | 124,926 | 0.34% | Shares |
| TWO SIGMA INVESTMENTS, LP | $2,446,242 | 115,280 | 0.31% | Shares |
| CLARK ESTATES INC/NY | $2,397,860 | 113,000 | 0.30% | Shares |
| ALGERT GLOBAL LLC | $2,325,033 | 109,568 | 0.30% | Shares |
| RAYMOND JAMES FINANCIAL INC | $2,263,791 | 106,682 | 0.29% | Shares |
| Cubist Systematic Strategies, LLC | $2,250,379 | 95,234 | 0.29% | Shares |
| Swiss National Bank | $2,228,100 | 105,000 | 0.28% | Shares |
| D. E. Shaw & Co., Inc. | $2,086,011 | 98,304 | 0.26% | Shares |
| JANE STREET GROUP, LLC | $2,060,462 | 97,100 | 0.26% | Call option |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $2,006,287 | 94,547 | 0.25% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,952,240 | 92,000 | 0.25% | Call option |
| Venture Visionary Partners LLC | $1,938,808 | 91,367 | 0.25% | Shares |
| Point72 Asset Management, L.P. | $1,918,352 | 90,403 | 0.24% | Shares |
| SEGALL BRYANT & HAMILL, LLC | $1,821,949 | 85,860 | 0.23% | Shares |
| CITADEL ADVISORS LLC | $1,807,944 | 85,200 | 0.23% | Call option |
| RENAISSANCE TECHNOLOGIES LLC | $1,765,504 | 83,200 | 0.22% | Shares |
| Range Financial Group LLC | $1,759,287 | 82,907 | 0.22% | Shares |
| Corient Private Wealth LP | $1,756,083 | 82,756 | 0.22% | Shares |
| Legal & General Group Plc | $1,711,902 | 80,674 | 0.22% | Shares |
| BEACON FINANCIAL GROUP | $1,615,017 | 76,108 | 0.21% | Shares |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $1,585,877 | 74,735 | 0.20% | Shares |
| ExodusPoint Capital Management, LP | $1,570,917 | 74,030 | 0.20% | Shares |
| LPL Financial LLC | $1,546,509 | 72,880 | 0.20% | Shares |
| Cerity Partners LLC | $1,437,872 | 67,761 | 0.18% | Shares |
| ROYAL BANK OF CANADA | $1,339,000 | 63,119 | 0.17% | Shares |
| Mork Capital Management, LLC | $1,328,584 | 62,610 | 0.17% | Shares |
| OSAIC HOLDINGS, INC. | $1,322,475 | 62,324 | 0.17% | Shares |
| ALLIANCEBERNSTEIN L.P. | $1,291,080 | 71,528 | 0.16% | Shares |
| Engineers Gate Manager LP | $1,247,948 | 58,810 | 0.16% | Shares |
| IEQ CAPITAL, LLC | $1,243,810 | 58,615 | 0.16% | Shares |
| Kendall Capital Management | $1,233,519 | 58,130 | 0.16% | Shares |
| State of Tennessee, Department of Treasury | $1,211,068 | 57,072 | 0.15% | Shares |
| PRUDENTIAL FINANCIAL INC | $1,177,116 | 55,472 | 0.15% | Shares |
| EntryPoint Capital, LLC | $1,162,707 | 54,793 | 0.15% | Shares |
| Invesco Ltd. | $1,117,403 | 52,658 | 0.14% | Shares |
| BARCLAYS PLC | $1,114,836 | 52,537 | 0.14% | Shares |
| New Century Financial Group, LLC | $1,109,452 | 46,951 | 0.14% | Shares |
| Russell Investments Group, Ltd. | $1,066,984 | 50,282 | 0.14% | Shares |
| CAPITAL FUND MANAGEMENT S.A. | $1,027,684 | 48,430 | 0.13% | Shares |
| WELLS FARGO & COMPANY/MN | $1,021,998 | 48,162 | 0.13% | Shares |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1,014,910 | 47,828 | 0.13% | Shares |
| Nebula Research & Development LLC | $1,003,799 | 39,992 | 0.13% | Shares |
| Squarepoint Ops LLC | $988,597 | 46,588 | 0.13% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $896,991 | 42,271 | 0.11% | Shares |
| Horizon Investments, LLC | $888,312 | 41,862 | 0.11% | Shares |
| Mitsubishi UFJ Trust & Banking Corp | $881,267 | 41,530 | 0.11% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $868,025 | 48,090 | 0.11% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $850,922 | 40,100 | 0.11% | Put option |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $818,296 | 46,600 | 0.10% | Shares |
| Y-Intercept (Hong Kong) Ltd | $805,193 | 37,945 | 0.10% | Shares |
| HSBC HOLDINGS PLC | $795,249 | 37,815 | 0.10% | Shares |
Company insiders 55 insiders · 20 officers · 20 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Mitchell E Fadel | Chief Executive Officer | Feb. 26, 2025 F | 829,689 | 0 | 0 | $0 |
| Robert Dale Davis | Chief Executive Officer | Aug. 1, 2016 P | 131,850 | 0 | 0 | $0 |
| Robert F Bloom | Pres/CEO ColorTyme, Inc. | Jan. 31, 2007 A | 750 | 0 | 0 | $0 |
| Steven M Arendt | CEO of ColorTyme, Inc. | Feb. 25, 2004 M | 0 | 0 | 0 | $0 |
| Fahmi Karam | EVP, Chief Financial Officer | March 10, 2025 P | 164,672 | 0 | 0 | $0 |
| Maureen B Short | CFO | April 1, 2022 F | 109,460 | 0 | 0 | $0 |
| Guy J Constant | EVP - Finance, CFO & Treasurer | Feb. 5, 2016 A | 31,301 | 0 | 0 | $0 |
| Anthony J Blasquez | EVP-RAC | Aug. 21, 2025 S | 32,511 | 0 | 1 | $-82,705 |
| Tyler Montrone | EVP, Acima | Feb. 26, 2025 F | 55,123 | 0 | 0 | $0 |
| Ann L Davids | EVP, Chief Marketing Officer | Feb. 26, 2025 F | 84,239 | 0 | 0 | $0 |
| Sudeep Gautam | EVP, Chief Tech & Digital Off | Feb. 24, 2024 F | 7,941 | 0 | 0 | $0 |
| Jason Jude Hogg | EVP-Acima | Feb. 26, 2022 F | 107,085 | 0 | 0 | $0 |
| Catherine M Skula | EVP, Chief Development Officer | May 26, 2021 M | 76,421 | 0 | 0 | $0 |
| Charles J White | EVP - Domestic RTO Operations | Feb. 5, 2016 A | 15,543 | 0 | 0 | $0 |
| Ricardo Cordon | EVP - Mexico | Feb. 6, 2015 A | 5,677 | 0 | 0 | $0 |
| Ronald D Demoss | EVP - Gen. Counsel | Jan. 31, 2014 A | 7,916 | 0 | 0 | $0 |
| Theodore V Demarino | EVP - Operations | May 22, 2013 M | 13,956 | 0 | 0 | $0 |
| David E. West | EVP - Operational Services | Feb. 18, 2011 S | 34,391 | 0 | 0 | $0 |
| William S Short | Executive VP - Operations | Jan. 30, 2009 A | 6,729 | 0 | 0 | $0 |
| Anthony M Doll | Executive VP - Operations | Aug. 1, 2003 M | 1,250 | 0 | 0 | $0 |
| Charu Jain | Director | July 7, 2026 A | — | 0 | 0 | $0 |
| Carol A. Mcfate | Director | July 7, 2026 A | — | 0 | 0 | $0 |
| Molly Langenstein | Director | July 7, 2026 A | — | 0 | 0 | $0 |
| Glenn P Marino | Director | July 7, 2026 A | — | 0 | 0 | $0 |
| Jeffrey J Brown | Director | July 7, 2026 A | 96,681 | 6 | 0 | $133,792 |
| Jen You | Director | April 22, 2024 A | — | 0 | 0 | $0 |
| Christopher B. Hetrick | Director | Jan. 9, 2024 A | 28,725 | 0 | 0 | $0 |
| Brinson Caleb Silver | Director | Jan. 3, 2023 A | — | 0 | 0 | $0 |
| Michael J Gade | Director | April 1, 2021 A | 4,000 | 0 | 0 | $0 |
| Leonard H Roberts | Director | Jan. 2, 2017 A | 1,500 | 0 | 0 | $0 |
| Jeffery M Jackson | Director | Jan. 2, 2017 A | 6,055 | 0 | 0 | $0 |
| Paula Stern | Director | Jan. 4, 2016 A | — | 0 | 0 | $0 |
| Kerney Laday | Director | Jan. 2, 2012 A | — | 0 | 0 | $0 |
| Laurence Martin Berg | Director | Jan. 2, 2007 A | — | 0 | 0 | $0 |
| Peter P Copses | Director | Jan. 2, 2007 A | 0 | 0 | 0 | $0 |
| BURTON MARY ELIZABETH | Director | Jan. 2, 2007 A | — | 0 | 0 | $0 |
| Richard K Armey | Director | Jan. 2, 2006 A | — | 0 | 0 | $0 |
| Andrews S Jhawar | Director | Jan. 3, 2005 A | — | 0 | 0 | $0 |
| APOLLO ADVISORS IV LP | 10% owner | Nov. 19, 2004 S | 7,218,571 | 0 | 0 | $0 |
| APOLLO INVESTMENT FUND IV LP | 10% owner | Nov. 19, 2004 S | 6,850,930 | 0 | 0 | $0 |
| Bryan J Pechersky | — | Feb. 26, 2026 F | 43,924 | 0 | 0 | $0 |
| Transient C Taylor | — | Feb. 26, 2026 F | 43,982 | 0 | 0 | $0 |
| Harold G Lewis | — | Jan. 2, 2026 A | — | 0 | 0 | $0 |
| J V Lentell | — | April 1, 2019 A | 15,000 | 0 | 0 | $0 |
| Christopher A Korst | — | April 1, 2019 A | 59,190 | 0 | 0 | $0 |
| Fred E. Herman | — | Feb. 5, 2019 F | 35,225 | 0 | 0 | $0 |
| Christopher P. Crocker | — | April 2, 2018 A | 12,301 | 0 | 0 | $0 |
| James E. York | — | Feb. 23, 2018 A | 20,100 | 0 | 0 | $0 |
| Rishi Garg | — | Jan. 2, 2018 A | — | 0 | 0 | $0 |
| Martin Evans | — | Oct. 2, 2017 A | — | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 11 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| 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 filings | Dec. 13, 2023 | — | Initial filing | — | SEC |
| Vintage Capital Management, LLC (2), Kahn Capital Management, LLC (2), Brian R. Kahn (2) ×6 filings | March 20, 2019 | — | Initial filing | — | SEC |
| Rent-A-Center, Inc. | Aug. 17, 2006 | — | Initial filing | M&A / sale | SEC |
| Apollo Investment Fund IV, L.P., Apollo Overseas Partners IV, L.P., Apollo Advisors IV, L.P. ×5 filings | May 31, 2005 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Nov. 12, 2003 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Apollo Advisors IV, L.P. | July 15, 2003 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | July 2, 2003 | — | Initial filing | M&A / sale | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | April 30, 2003 | — | Initial filing | M&A / sale | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Aug. 6, 2002 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | June 3, 2002 | — | Initial filing | — | SEC |
| Undisclosed reporting person | May 14, 2002 | — | Initial filing | — | 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.
ETF ownership Held by 70 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| RETL · Direxion Shares ETF Trust | 1.07% | 17,017 NS | April 30, 2026 | N-PORT |
| RZV · Invesco Exchange-Traded Fund Trust | 0.70% | 107,618 SH | Aug. 8, 2026 | Daily |
| FYT · First Trust Exchange-Traded AlphaDE… | 0.52% | 48,432 NS | April 30, 2026 | N-PORT |
| PSCD · Invesco Exchange-Traded Fund Trust … | 0.40% | 4,888 SH | Aug. 8, 2026 | Daily |
| ROSC · Lattice Strategies Trust | 0.34% | 9,344 NS | April 30, 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.32% | 339,306 SH | Aug. 8, 2026 | Daily |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.25% | 153,851 NS | April 30, 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0.24% | 411,403 NS | April 30, 2026 | N-PORT |
| SMDX · Tidal Trust III | 0.20% | 13,002 NS | April 30, 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0.19% | 76,131 SH | Aug. 8, 2026 | Daily |
| GSSC · Goldman Sachs ETF Trust | 0.15% | 77,015 NS | May 31, 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0.15% | 94,957 NS | April 30, 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.12% | 111,326 SH | Aug. 8, 2026 | Daily |
| FNDA · SCHWAB STRATEGIC TRUST | 0.11% | 522,279 NS | May 31, 2026 | N-PORT |
| IJS · iShares Trust | 0.11% | 469,324 SH | Aug. 8, 2026 | Daily |
| VFMF · VANGUARD WELLINGTON FUND | 0.11% | 37,490 SH | Aug. 8, 2026 | Daily |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.11% | 7,486 NS | April 30, 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0.10% | 5,332 NS | May 31, 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.09% | 27,671 NS | April 30, 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.07% | 48,112 SH | Aug. 8, 2026 | Daily |
| IWN · iShares Trust | 0.07% | 521,907 SH | Aug. 8, 2026 | Daily |
| DFSV · Dimensional ETF Trust | 0.07% | 260,171 NS | April 30, 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.07% | 8,839 SH | Aug. 8, 2026 | Daily |
| XJR · iShares Trust | 0.06% | 6,207 SH | Aug. 8, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.06% | 183,111 SH | Aug. 8, 2026 | Daily |
| VCR · VANGUARD WORLD FUND | 0.06% | 204,484 SH | Aug. 8, 2026 | Daily |
| IJR · iShares Trust | 0.06% | 3,201,077 SH | Aug. 8, 2026 | Daily |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.05% | 20,153 NS | April 30, 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.05% | 77,916 NS | May 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.05% | 371,141 NS | April 30, 2026 | N-PORT |
| FDIS · FIDELITY COVINGTON TRUST | 0.05% | 43,992 NS | April 30, 2026 | N-PORT |
| SMLF · iShares Trust | 0.05% | 103,033 SH | Aug. 8, 2026 | Daily |
| SAA · ProShares Trust | 0.04% | 624 NS | May 31, 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.04% | 585,678 NS | May 31, 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.04% | 317,787 SH | Aug. 8, 2026 | Daily |
| IWM · iShares Trust | 0.03% | 1,401,656 SH | Aug. 8, 2026 | Daily |
| ISCV · iShares Trust | 0.03% | 11,595 SH | Aug. 8, 2026 | Daily |
| RSSL · Global X Funds | 0.03% | 22,782 NS | April 30, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.03% | 191,441 NS | April 30, 2026 | N-PORT |
| ITWO · ProShares Trust | 0.03% | 2,472 NS | May 31, 2026 | N-PORT |
| EBI · RBB Fund Trust | 0.02% | 7,865 NS | May 31, 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.02% | 249,031 NS | May 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.02% | 765,185 SH | Aug. 8, 2026 | Daily |
| TEXN · iShares Trust | 0.02% | 165 SH | Aug. 8, 2026 | Daily |
| ISCB · iShares Trust | 0.02% | 2,437 SH | Aug. 8, 2026 | Daily |
| UWM · ProShares Trust | 0.01% | 1,933 NS | May 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.01% | 2,813 NS | April 30, 2026 | N-PORT |
| URTY · ProShares Trust | 0.01% | 1,954 NS | May 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 606,123 SH | Aug. 8, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.01% | 1,206,995 SH | Aug. 8, 2026 | Daily |