UPBD Upbound Group, Inc. - Common Stock

NASDAQ · Retail · Wyświetl na SEC EDGAR ↗
$19,51
Cena · Sie 19, 2026
Dane fundamentalne na dzień Lip 31, 2026

O Upbound Group, Inc. - Common Stock Przegląd firmy z Wikipedii

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.

Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗

Wikidata ↗

UPBD Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy

Cena
$19.50
Kapitalizacja Rynkowa
$2.52B
P/E (TTM)
15.7
EPS (TTM)
$1.25
Przychody (TTM)
$4.70B
Stopa dywidendy
3.5%
ROE
11.1%
D/E Dług/Kapitał
Zakres 52 tyg.
$16 – $28

UPBD Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok

Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS

Przychody i Zysk Netto $4.70B
10-point trend, +58.4%
2016-12-31 2025-12-31
EPS $1.25
10-point trend, +163.1%
2016-12-31 2025-12-31
Wolny przepływ pieniężny $239M
8-point trend, -18.4%
2016-12-31 2025-12-31
Marże 1.6%
8-point trend, -25.9%
2016-12-31 2025-12-31

Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?

Wskaźnik
Trend 5-letni
UPBD
Mediana porównawcza
P/E (TTM)
5-point trend, -40.9%
15.7
21.3
P/S (TTM)
5-point trend, -68.4%
0.5
0.8
P/B
5-point trend, -55.1%
3.6
6.1
Price / FCF (Cena / FCF)
5-point trend, -55.4%
10.6

Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC

Wskaźnik
Trend 5-letni
UPBD
Mediana porównawcza
Gross Margin (Marża brutto)
5-point trend, -18.6%
48.4%
46.0%
Operating Margin (Marża Operacyjna)
5-point trend, -43.5%
4.8%
Net Profit Margin (Marża Zysku Netto)
5-point trend, -78.9%
1.6%
5.6%
ROA
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%

Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu

Wskaźnik
Trend 5-letni
UPBD
Mediana porównawcza

Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni

Wskaźnik
Trend 5-letni
UPBD
Mediana porównawcza
Revenue YoY (Przychody R/R)
5-point trend, +2.4%
8.7%
Revenue CAGR 3Y (Przychody CAGR 3L)
5-point trend, +2.4%
3.4%
Revenue CAGR 5Y (Przychody CAGR 5L)
5-point trend, +2.4%
10.8%
EPS YoY
5-point trend, -38.1%
-43.4%
Net Income YoY (Zysk Netto R/R)
5-point trend, -45.7%
-40.7%

Wskaźniki na akcję EPS, wartość księgowa na akcję, przepływy pieniężne na akcję, dywidenda na akcję

Wskaźnik
Trend 5-letni
UPBD
Mediana porównawcza
EPS (Diluted) (EPS (Rozwodniony))
5-point trend, -38.1%
$1.25

Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności

Wskaźnik
Trend 5-letni
UPBD
Mediana porównawcza
Payout Ratio (Wskaźnik Wypłaty Dywidendy)
5-point trend, +295.5%
120.0%

Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR

Stopa Dywidendy
3.5%
Wskaźnik Wypłaty Dywidendy
120.0%
CAGR dywidendy 5-letni
Data ex-dywidendyKwota
16 czerwca 2026$0,3900
7 kwietnia 2026$0,3900
17 grudnia 2025$0,3900
30 września 2025$0,3900
17 czerwca 2025$0,3900
2 kwietnia 2025$0,3900
18 grudnia 2024$0,3900
1 października 2024$0,3700
18 czerwca 2024$0,3700
2 kwietnia 2024$0,3700
18 grudnia 2023$0,3700
2 października 2023$0,3400
16 czerwca 2023$0,3400
4 kwietnia 2023$0,3400
19 grudnia 2022$0,3400
3 października 2022$0,3400
17 czerwca 2022$0,3400
4 kwietnia 2022$0,3400
15 grudnia 2021$0,3400
27 września 2021$0,3100

UPBD Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu

KUP 13 analityków
  • Mocne kupno 3 23,1%
  • Kup 7 53,8%
  • Trzymaj 3 23,1%
  • Sprzedaj 0 0,0%
  • Mocna sprzedaż 0 0,0%

12-miesięczny cel cenowy

6 analityków · 2026-08-18
Średni cel $27.25 +39,7%
Średnia cel $28.25 +44,8%

Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników

Średnie zaskoczenie
0.01%
Okres EPS Actual EPS Szacowany Niespodzianka
30 czerwca 2026 $1.07 $1.07 0.00%
31 marca 2026 $1.08 $1.09 -0.01%
31 grudnia 2025 $1.01 $0.99 0.02%
30 września 2025 $1.00 $1.02 -0.02%
30 czerwca 2025 $1.12 $1.08 0.04%
31 marca 2025 $1.00 $0.97 0.03%

Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora

Ticker Kapitalizacja Rynkowa P/E Przychody r/r Marża Netto ROE Marża brutto
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%

Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne

Rachunek zysków i strat 16
Dane roczne Rachunek zysków i strat dla UPBD
Wskaźnik Trend 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 ·
Bilans 16
Dane roczne Bilans dla UPBD
Wskaźnik Trend 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
Przepływy pieniężne 16
Dane roczne Przepływy pieniężne dla UPBD
Wskaźnik Trend 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 ·
Rentowność 8
Dane roczne Rentowność dla UPBD
Wskaźnik Trend 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% ·
Płynność i wypłacalność 1
Dane roczne Płynność i wypłacalność dla UPBD
Wskaźnik Trend 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 ·
Efektywność 1
Dane roczne Efektywność dla UPBD
Wskaźnik Trend 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 ·
Na akcję 7
Dane roczne Na akcję dla UPBD
Wskaźnik Trend 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
Stopy Wzrostu 10
Dane roczne Stopy Wzrostu dla UPBD
Wskaźnik Trend 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% · · · · · · · · · · ·
Wycena (TTM) 13
Dane roczne Wycena (TTM) dla UPBD
Wskaźnik Trend 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

Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat

Rachunek zysków i strat
2025-12-312024-12-312023-12-312022-12-312021-12-31
Przychody $4.70B$4.32B$3.99B$4.25B$4.58B
Marża Brutto % 48.4%48.1%49.0%48.8%
Marża Operacyjna % 4.8%6.8%3.5%6.1%
Zysk netto $73M$123M$-5M$12M$135M
Rozwodniony EPS $1.25$2.21$-0.09$0.21$2.02
Przepływy pieniężne
2025-12-312024-12-312023-12-312022-12-312021-12-31
Wolny przepływ pieniężny $239M$48M$407M$330M

Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie

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Właściciele instytucjonalni (13F) 285 emitentów · $787.3M łącznie · Na dzień 30 czerwca 2026

Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.

Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
Nowe pozycje Zamknięte pozycje Zwiększone Zmniejszony Zmiana liczby akcji netto
48 (+3 vs poprzedni kw.) 17 (-17 vs poprzedni kw.) 97 (+7 vs poprzedni kw.) 68 (+4 vs poprzedni kw.) -1.9M

Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.

Instytucja Wartość Akcje % z śledzonych 13F Typ
VANGUARD PORTFOLIO MANAGEMENT LLC $89 852 398 4 234 326 11,41% Akcje
FMR LLC $69 439 309 3 272 352 8,82% Akcje
DIMENSIONAL FUND ADVISORS LP $54 955 811 2 589 812 6,98% Akcje
STATE STREET CORP $53 317 690 2 468 483 6,77% Akcje
VANGUARD CAPITAL MANAGEMENT LLC $49 390 356 2 327 538 6,27% Akcje
GEODE CAPITAL MANAGEMENT, LLC $26 909 964 1 267 878 3,42% Akcje
Bragg Financial Advisors, Inc $25 235 143 1 189 215 3,21% Akcje
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $24 516 442 1 155 346 3,11% Akcje
Huber Capital Management LLC $22 532 861 1 061 869 2,86% Akcje
AMERICAN CENTURY COMPANIES INC $18 104 458 853 179 2,30% Akcje
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $17 651 008 831 810 2,24% Akcje
GOLDMAN SACHS GROUP INC $16 688 448 786 449 2,12% Akcje
Bank of New York Mellon Corp $15 691 087 739 448 1,99% Akcje
MILLENNIUM MANAGEMENT LLC $15 052 556 709 357 1,91% Akcje
KENNEDY CAPITAL MANAGEMENT LLC $13 835 355 651 996 1,76% Akcje
WELLINGTON MANAGEMENT GROUP LLP $12 327 992 580 961 1,57% Akcje
CITADEL ADVISORS LLC $9 274 371 437 058 1,18% Akcje
VICTORY CAPITAL MANAGEMENT INC $8 368 659 394 376 1,06% Akcje
BRIDGEWAY CAPITAL MANAGEMENT, LLC $7 527 668 354 744 0,96% Akcje
VANGUARD FIDUCIARY TRUST CO $7 402 045 348 824 0,94% Akcje
PANAGORA ASSET MANAGEMENT INC $6 813 721 321 099 0,87% Akcje
PRINCIPAL FINANCIAL GROUP INC $6 510 954 306 831 0,83% Akcje
Qube Research & Technologies Ltd $6 082 098 286 621 0,77% Akcje
VANGUARD GROUP INC $5 926 395 337 494 0,75% Akcje
BANK OF AMERICA CORP /DE/ $5 863 892 276 338 0,74% Akcje
MORGAN STANLEY $5 775 392 272 167 0,73% Akcje
Universal- Beteiligungs- und Servicegesellschaft mbH $5 577 273 262 831 0,71% Akcje
Miller Value Partners, LLC $5 474 760 258 000 0,70% Akcje
PEREGRINE CAPITAL MANAGEMENT LLC $5 335 705 251 447 0,68% Akcje
Empowered Funds, LLC $5 023 708 236 744 0,64% Akcje
Balyasny Asset Management L.P. $4 985 024 234 921 0,63% Akcje
FIRST TRUST ADVISORS LP $4 695 243 221 265 0,60% Akcje
BlackRock, Inc. $4 266 727 201 071 0,54% Akcje
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $3 868 661 182 312 0,49% Akcje
Connor, Clark & Lunn Investment Management Ltd. $3 868 173 182 289 0,49% Akcje
XTX Topco Ltd $3 826 369 180 319 0,49% Akcje
Public Sector Pension Investment Board $3 825 626 180 284 0,49% Akcje
Allianz Asset Management GmbH $3 609 713 170 109 0,46% Akcje
AMERIPRISE FINANCIAL INC $3 355 653 158 024 0,43% Akcje
Trexquant Investment LP $3 342 277 157 506 0,42% Akcje
Inspire Advisors, LLC $3 268 329 154 942 0,42% Akcje
Sepio Capital, LP $3 068 603 144 609 0,39% Akcje
Quantinno Capital Management LP $3 002 007 141 470 0,38% Akcje
RHUMBLINE ADVISERS $2 904 427 136 873 0,37% Akcje
Susquehanna Portfolio Strategies, LLC $2 899 840 136 656 0,37% Akcje
Vanguard Global Advisers, LLC $2 870 005 135 250 0,36% Akcje
INTECH INVESTMENT MANAGEMENT LLC $2 790 791 131 517 0,35% Akcje
PICTON MAHONEY ASSET MANAGEMENT $2 789 094 131 437 0,35% Akcje
Jump Financial, LLC $2 697 062 127 100 0,34% Akcje
Lido Advisors, LLC $2 651 080 124 926 0,34% Akcje
TWO SIGMA INVESTMENTS, LP $2 446 242 115 280 0,31% Akcje
CLARK ESTATES INC/NY $2 397 860 113 000 0,30% Akcje
ALGERT GLOBAL LLC $2 325 033 109 568 0,30% Akcje
RAYMOND JAMES FINANCIAL INC $2 263 791 106 682 0,29% Akcje
Cubist Systematic Strategies, LLC $2 250 379 95 234 0,29% Akcje
Swiss National Bank $2 228 100 105 000 0,28% Akcje
D. E. Shaw & Co., Inc. $2 086 011 98 304 0,26% Akcje
JANE STREET GROUP, LLC $2 060 462 97 100 0,26% Opcja kupna
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $2 006 287 94 547 0,25% Akcje
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1 952 240 92 000 0,25% Opcja kupna
Venture Visionary Partners LLC $1 938 808 91 367 0,25% Akcje
Point72 Asset Management, L.P. $1 918 352 90 403 0,24% Akcje
SEGALL BRYANT & HAMILL, LLC $1 821 949 85 860 0,23% Akcje
CITADEL ADVISORS LLC $1 807 944 85 200 0,23% Opcja kupna
RENAISSANCE TECHNOLOGIES LLC $1 765 504 83 200 0,22% Akcje
Range Financial Group LLC $1 759 287 82 907 0,22% Akcje
Corient Private Wealth LP $1 756 083 82 756 0,22% Akcje
Legal & General Group Plc $1 711 902 80 674 0,22% Akcje
BEACON FINANCIAL GROUP $1 615 017 76 108 0,21% Akcje
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $1 585 877 74 735 0,20% Akcje
ExodusPoint Capital Management, LP $1 570 917 74 030 0,20% Akcje
LPL Financial LLC $1 546 509 72 880 0,20% Akcje
Cerity Partners LLC $1 437 872 67 761 0,18% Akcje
ROYAL BANK OF CANADA $1 339 000 63 119 0,17% Akcje
Mork Capital Management, LLC $1 328 584 62 610 0,17% Akcje
OSAIC HOLDINGS, INC. $1 322 475 62 324 0,17% Akcje
ALLIANCEBERNSTEIN L.P. $1 291 080 71 528 0,16% Akcje
Engineers Gate Manager LP $1 247 948 58 810 0,16% Akcje
IEQ CAPITAL, LLC $1 243 810 58 615 0,16% Akcje
Kendall Capital Management $1 233 519 58 130 0,16% Akcje
State of Tennessee, Department of Treasury $1 211 068 57 072 0,15% Akcje
PRUDENTIAL FINANCIAL INC $1 177 116 55 472 0,15% Akcje
EntryPoint Capital, LLC $1 162 707 54 793 0,15% Akcje
Invesco Ltd. $1 117 403 52 658 0,14% Akcje
BARCLAYS PLC $1 114 836 52 537 0,14% Akcje
New Century Financial Group, LLC $1 109 452 46 951 0,14% Akcje
Russell Investments Group, Ltd. $1 066 984 50 282 0,14% Akcje
CAPITAL FUND MANAGEMENT S.A. $1 027 684 48 430 0,13% Akcje
WELLS FARGO & COMPANY/MN $1 021 998 48 162 0,13% Akcje
KESTRA PRIVATE WEALTH SERVICES, LLC $1 014 910 47 828 0,13% Akcje
Nebula Research & Development LLC $1 003 799 39 992 0,13% Akcje
Squarepoint Ops LLC $988 597 46 588 0,13% Akcje
VANGUARD ASSET MANAGEMENT, Ltd $896 991 42 271 0,11% Akcje
Horizon Investments, LLC $888 312 41 862 0,11% Akcje
Mitsubishi UFJ Trust & Banking Corp $881 267 41 530 0,11% Akcje
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $868 025 48 090 0,11% Akcje
SUSQUEHANNA INTERNATIONAL GROUP, LLP $850 922 40 100 0,11% Opcja sprzedaży
VIRGINIA RETIREMENT SYSTEMS ET Al $818 296 46 600 0,10% Akcje
Y-Intercept (Hong Kong) Ltd $805 193 37 945 0,10% Akcje
HSBC HOLDINGS PLC $795 249 37 815 0,10% Akcje

Insiderzy spółki 55 insiderów · 20 dyrektorzy generalni · 20 dyrektorzy

Insider Rola Ostatnia aktywność Posiadane akcje Kupna 12m Sprzedaże 12m Netto 12m
Mitchell E Fadel Chief Executive Officer 26 lutego 2025 F 829 689 0 0 $0
Robert Dale Davis Chief Executive Officer 1 sierpnia 2016 P 131 850 0 0 $0
Robert F Bloom Pres/CEO ColorTyme, Inc. 31 stycznia 2007 A 750 0 0 $0
Steven M Arendt CEO of ColorTyme, Inc. 25 lutego 2004 M 0 0 0 $0
Fahmi Karam EVP, Chief Financial Officer 10 marca 2025 P 164 672 0 0 $0
Maureen B Short CFO 1 kwietnia 2022 F 109 460 0 0 $0
Guy J Constant EVP - Finance, CFO & Treasurer 5 lutego 2016 A 31 301 0 0 $0
Anthony J Blasquez EVP-RAC 21 sierpnia 2025 S 32 511 0 1 $-82 705
Tyler Montrone EVP, Acima 26 lutego 2025 F 55 123 0 0 $0
Ann L Davids EVP, Chief Marketing Officer 26 lutego 2025 F 84 239 0 0 $0
Sudeep Gautam EVP, Chief Tech & Digital Off 24 lutego 2024 F 7 941 0 0 $0
Jason Jude Hogg EVP-Acima 26 lutego 2022 F 107 085 0 0 $0
Catherine M Skula EVP, Chief Development Officer 26 maja 2021 M 76 421 0 0 $0
Charles J White EVP - Domestic RTO Operations 5 lutego 2016 A 15 543 0 0 $0
Ricardo Cordon EVP - Mexico 6 lutego 2015 A 5 677 0 0 $0
Ronald D Demoss EVP - Gen. Counsel 31 stycznia 2014 A 7 916 0 0 $0
Theodore V Demarino EVP - Operations 22 maja 2013 M 13 956 0 0 $0
David E. West EVP - Operational Services 18 lutego 2011 S 34 391 0 0 $0
William S Short Executive VP - Operations 30 stycznia 2009 A 6 729 0 0 $0
Anthony M Doll Executive VP - Operations 1 sierpnia 2003 M 1 250 0 0 $0
Charu Jain Dyrektor 7 lipca 2026 A 0 0 $0
Carol A. Mcfate Dyrektor 7 lipca 2026 A 0 0 $0
Molly Langenstein Dyrektor 7 lipca 2026 A 0 0 $0
Glenn P Marino Dyrektor 7 lipca 2026 A 0 0 $0
Jeffrey J Brown Dyrektor 7 lipca 2026 A 96 681 6 0 $133 792
Jen You Dyrektor 22 kwietnia 2024 A 0 0 $0
Christopher B. Hetrick Dyrektor 9 stycznia 2024 A 28 725 0 0 $0
Brinson Caleb Silver Dyrektor 3 stycznia 2023 A 0 0 $0
Michael J Gade Dyrektor 1 kwietnia 2021 A 4 000 0 0 $0
Leonard H Roberts Dyrektor 2 stycznia 2017 A 1 500 0 0 $0
Jeffery M Jackson Dyrektor 2 stycznia 2017 A 6 055 0 0 $0
Paula Stern Dyrektor 4 stycznia 2016 A 0 0 $0
Kerney Laday Dyrektor 2 stycznia 2012 A 0 0 $0
Laurence Martin Berg Dyrektor 2 stycznia 2007 A 0 0 $0
Peter P Copses Dyrektor 2 stycznia 2007 A 0 0 0 $0
BURTON MARY ELIZABETH Dyrektor 2 stycznia 2007 A 0 0 $0
Richard K Armey Dyrektor 2 stycznia 2006 A 0 0 $0
Andrews S Jhawar Dyrektor 3 stycznia 2005 A 0 0 $0
APOLLO ADVISORS IV LP Posiadacz 10% 19 listopada 2004 S 7 218 571 0 0 $0
APOLLO INVESTMENT FUND IV LP Posiadacz 10% 19 listopada 2004 S 6 850 930 0 0 $0
Bryan J Pechersky 26 lutego 2026 F 43 924 0 0 $0
Transient C Taylor 26 lutego 2026 F 43 982 0 0 $0
Harold G Lewis 2 stycznia 2026 A 0 0 $0
J V Lentell 1 kwietnia 2019 A 15 000 0 0 $0
Christopher A Korst 1 kwietnia 2019 A 59 190 0 0 $0
Fred E. Herman 5 lutego 2019 F 35 225 0 0 $0
Christopher P. Crocker 2 kwietnia 2018 A 12 301 0 0 $0
James E. York 23 lutego 2018 A 20 100 0 0 $0
Rishi Garg 2 stycznia 2018 A 0 0 $0
Martin Evans 2 października 2017 A 0 0 $0

Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S

Aktywiści i właściciele 5%+ 11 akcji

Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.

Zgłaszający Złożono Udział Status Cel Zgłoszenie
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 zgłoszenia 13 grudnia 2023 Pierwotne zgłoszenie SEC
Vintage Capital Management, LLC (2), Kahn Capital Management, LLC (2), Brian R. Kahn (2) ×6 zgłoszenia 20 marca 2019 Pierwotne zgłoszenie SEC
Rent-A-Center, Inc. 17 sierpnia 2006 Pierwotne zgłoszenie M&A / sprzedaż SEC
Apollo Investment Fund IV, L.P., Apollo Overseas Partners IV, L.P., Apollo Advisors IV, L.P. ×5 zgłoszenia 31 maja 2005 Pierwotne zgłoszenie SEC
Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca 12 listopada 2003 Pierwotne zgłoszenie SEC
Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Apollo Advisors IV, L.P. 15 lipca 2003 Pierwotne zgłoszenie SEC
Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca 2 lipca 2003 Pierwotne zgłoszenie M&A / sprzedaż SEC
Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca 30 kwietnia 2003 Pierwotne zgłoszenie M&A / sprzedaż SEC
Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca 6 sierpnia 2002 Pierwotne zgłoszenie SEC
Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca 3 czerwca 2002 Pierwotne zgłoszenie SEC
Niezgłoszona osoba raportująca 14 maja 2002 Pierwotne zgłoszenie 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.

Posiadanie ETF-ów Posiadane przez 72 fundusze ETF

Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.

Fundusz Waga Jednostki Na dzień Źródło
RETL · Direxion Shares ETF Trust 1,07% 17 017 NS 30 kwietnia 2026 N-PORT
FYT · First Trust Exchange-Traded AlphaDE… 0,52% 48 432 NS 30 kwietnia 2026 N-PORT
WBIY · Absolute Shares Trust 0,47% 13 049 NS 30 czerwca 2026 N-PORT
ROSC · Lattice Strategies Trust 0,34% 9 344 NS 30 kwietnia 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,25% 153 851 NS 30 kwietnia 2026 N-PORT
CALF · Pacer Funds Trust 0,24% 411 403 NS 30 kwietnia 2026 N-PORT
SMDX · Tidal Trust III 0,20% 13 002 NS 30 kwietnia 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0,15% 77 015 NS 31 maja 2026 N-PORT
FFSM · FIDELITY COVINGTON TRUST 0,15% 94 957 NS 30 kwietnia 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0,11% 522 279 NS 31 maja 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0,11% 7 486 NS 30 kwietnia 2026 N-PORT
AFSM · First Trust Exchange-Traded Fund VI… 0,10% 5 332 NS 31 maja 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,09% 27 671 NS 30 kwietnia 2026 N-PORT
DFSV · Dimensional ETF Trust 0,07% 260 171 NS 30 kwietnia 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,05% 20 153 NS 30 kwietnia 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,05% 77 916 NS 31 maja 2026 N-PORT
DFAT · Dimensional ETF Trust 0,05% 371 141 NS 30 kwietnia 2026 N-PORT
FDIS · FIDELITY COVINGTON TRUST 0,05% 43 992 NS 30 kwietnia 2026 N-PORT
PSC · Principal Exchange-Traded Funds 0,05% 53 771 NS 30 czerwca 2026 N-PORT
SAA · ProShares Trust 0,04% 624 NS 31 maja 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,04% 585 678 NS 31 maja 2026 N-PORT
RSSL · Global X Funds 0,03% 22 782 NS 30 kwietnia 2026 N-PORT
DFAS · Dimensional ETF Trust 0,03% 191 441 NS 30 kwietnia 2026 N-PORT
ITWO · ProShares Trust 0,03% 2 472 NS 31 maja 2026 N-PORT
EBI · RBB Fund Trust 0,02% 7 865 NS 31 maja 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,02% 249 031 NS 31 maja 2026 N-PORT
UWM · ProShares Trust 0,01% 1 933 NS 31 maja 2026 N-PORT
DXUV · Dimensional ETF Trust 0,01% 2 813 NS 30 kwietnia 2026 N-PORT
URTY · ProShares Trust 0,01% 1 954 NS 31 maja 2026 N-PORT
TILT · FlexShares Trust 0,01% 9 737 NS 30 kwietnia 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0,01% 6 433 NS 31 maja 2026 N-PORT
DFSU · Dimensional ETF Trust 0,01% 7 456 NS 30 kwietnia 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,01% 2 345 NS 31 maja 2026 N-PORT
ONEQ · Fidelity Commonwealth Trust 0,01% 30 744 NS 31 maja 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0,01% 35 088 NS 31 maja 2026 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0,00% 1 120 NS 31 maja 2026 N-PORT
HDG · ProShares Trust 0,00% 49 NS 31 maja 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 6 091 NS 30 kwietnia 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 77 153 NS 30 kwietnia 2026 N-PORT
DFUV · Dimensional ETF Trust 0,00% 18 486 NS 30 kwietnia 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 16 250 NS 30 kwietnia 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,00% 35 299 NS 31 maja 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 8 405 NS 30 kwietnia 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 15 lipca 2026 Dziennie
VB · VANGUARD INDEX FUNDS 15 lipca 2026 Dziennie
VBR · VANGUARD INDEX FUNDS 15 lipca 2026 Dziennie
VTI · VANGUARD INDEX FUNDS 15 lipca 2026 Dziennie
VFVA · VANGUARD WELLINGTON FUND 30 lipca 2026 Dziennie
VFMF · VANGUARD WELLINGTON FUND 30 lipca 2026 Dziennie
VIOO · VANGUARD ADMIRAL FUNDS 15 lipca 2026 Dziennie