UPBD Upbound Group, Inc. - Common Stock

NASDAQ · Retail · Ver em SEC EDGAR ↗
$19,51
Preço · Ago 19, 2026
Fundamentais a partir de Jul 31, 2026

Sobre Upbound Group, Inc. - Common Stock Visão geral da empresa da 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.

Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗

Wikidata ↗

UPBD Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

Preço
$19.50
Capitalização de Mercado
$2.52B
P/E (TTM)
15.7
EPS (TTM)
$1.25
Receita (TTM)
$4.70B
Rendimento div.
3.5%
ROE
11.1%
Dívida/Capital
Intervalo 52 Semanas
$16 – $28

UPBD Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

Receita e Lucro Líquido $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
Fluxo de caixa livre $239M
8-point trend, -18.4%
2016-12-31 2025-12-31
Margens 1.6%
8-point trend, -25.9%
2016-12-31 2025-12-31

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Métrica
Tendência de 5 anos
UPBD
Mediana de Pares
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 (Preço / FCF)
5-point trend, -55.4%
10.6

Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC

Métrica
Tendência de 5 anos
UPBD
Mediana de Pares
Gross Margin (Margem Bruta)
5-point trend, -18.6%
48.4%
46.0%
Operating Margin (Margem Operacional)
5-point trend, -43.5%
4.8%
Net Profit Margin (Margem de Lucro Líquido)
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%

Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial

Métrica
Tendência de 5 anos
UPBD
Mediana de Pares

Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos

Métrica
Tendência de 5 anos
UPBD
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
5-point trend, +2.4%
8.7%
Revenue CAGR 3Y (CAGR Receita 3A)
5-point trend, +2.4%
3.4%
Revenue CAGR 5Y (CAGR Receita 5A)
5-point trend, +2.4%
10.8%
EPS YoY
5-point trend, -38.1%
-43.4%
Net Income YoY (Lucro Líquido Ano a Ano)
5-point trend, -45.7%
-40.7%

Métricas por Ação EPS, valor patrimonial por ação, fluxo de caixa por ação, dividendo por ação

Métrica
Tendência de 5 anos
UPBD
Mediana de Pares
EPS (Diluted) (EPS (Diluído))
5-point trend, -38.1%
$1.25

Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber

Métrica
Tendência de 5 anos
UPBD
Mediana de Pares
Payout Ratio (Índice de Pagamento)
5-point trend, +295.5%
120.0%

Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos

Dividend Yield
3.5%
Índice de Pagamento
120.0%
CAGR Dividendos 5 anos
Data exValor
16 de Junho de 2026$0,3900
7 de Abril de 2026$0,3900
17 de Dezembro de 2025$0,3900
30 de Setembro de 2025$0,3900
17 de Junho de 2025$0,3900
2 de Abril de 2025$0,3900
18 de Dezembro de 2024$0,3900
1 de Outubro de 2024$0,3700
18 de Junho de 2024$0,3700
2 de Abril de 2024$0,3700
18 de Dezembro de 2023$0,3700
2 de Outubro de 2023$0,3400
16 de Junho de 2023$0,3400
4 de Abril de 2023$0,3400
19 de Dezembro de 2022$0,3400
3 de Outubro de 2022$0,3400
17 de Junho de 2022$0,3400
4 de Abril de 2022$0,3400
15 de Dezembro de 2021$0,3400
27 de Setembro de 2021$0,3100

UPBD Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

COMPRA 13 analistas
  • Compra forte 3 23,1%
  • Compra 7 53,8%
  • Manter 3 23,1%
  • Venda 0 0,0%
  • Venda forte 0 0,0%

Preço-alvo de 12 meses

6 analistas · 2026-08-18
Alvo mediano $27.25 +39,7%
Alvo médio $28.25 +44,8%

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

Surpresa Média
0.01%
Período EPS Actual EPS est. Surpresa
30 de Junho de 2026 $1.07 $1.07 0.00%
31 de Março de 2026 $1.08 $1.09 -0.01%
31 de Dezembro de 2025 $1.01 $0.99 0.02%
30 de Setembro de 2025 $1.00 $1.02 -0.02%
30 de Junho de 2025 $1.12 $1.08 0.04%
31 de Março de 2025 $1.00 $0.97 0.03%

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

Ticker Capitalização de Mercado P/E Receita YoY Margem Líquida ROE Margem Bruta
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%

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

Demonstração de Resultados 16
Dados anuais de Demonstração de Resultados para UPBD
Métrica Tendência 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 ·
Balanço Patrimonial 16
Dados anuais de Balanço Patrimonial para UPBD
Métrica Tendência 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
Fluxo de Caixa 16
Dados anuais de Fluxo de Caixa para UPBD
Métrica Tendência 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 ·
Lucratividade 8
Dados anuais de Lucratividade para UPBD
Métrica Tendência 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% ·
Liquidez e Solvência 1
Dados anuais de Liquidez e Solvência para UPBD
Métrica Tendência 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 ·
Eficiência 1
Dados anuais de Eficiência para UPBD
Métrica Tendência 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 ·
Por Ação 7
Dados anuais de Por Ação para UPBD
Métrica Tendência 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
Taxas de Crescimento 10
Dados anuais de Taxas de Crescimento para UPBD
Métrica Tendência 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% · · · · · · · · · · ·
Avaliação (TTM) 13
Dados anuais de Avaliação (TTM) para UPBD
Métrica Tendência 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

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

Demonstração de Resultados
2025-12-312024-12-312023-12-312022-12-312021-12-31
Receita $4.70B$4.32B$3.99B$4.25B$4.58B
Margem Bruta % 48.4%48.1%49.0%48.8%
Margem Operacional % 4.8%6.8%3.5%6.1%
Lucro líquido $73M$123M$-5M$12M$135M
EPS Diluído $1.25$2.21$-0.09$0.21$2.02
Fluxo de Caixa
2025-12-312024-12-312023-12-312022-12-312021-12-31
Fluxo de caixa livre $239M$48M$407M$330M

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Investidores institucionais (13F) 285 declarantes · $787.3M total · Em 30 de Junho de 2026

Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.

Atividade institucional — Q2 2026 vs trimestre anterior
Novas posições Posições encerradas Aumentou Diminuído Variação líquida de ações
48 (+3 vs trimestre anterior) 17 (-17 vs trimestre anterior) 97 (+7 vs trimestre anterior) 68 (+4 vs trimestre anterior) -1.9M

Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.

Instituição Valor Ações % de 13F rastreado Tipo
VANGUARD PORTFOLIO MANAGEMENT LLC $89.852.398 4.234.326 11,41% Ações
FMR LLC $69.439.309 3.272.352 8,82% Ações
DIMENSIONAL FUND ADVISORS LP $54.955.811 2.589.812 6,98% Ações
STATE STREET CORP $53.317.690 2.468.483 6,77% Ações
VANGUARD CAPITAL MANAGEMENT LLC $49.390.356 2.327.538 6,27% Ações
GEODE CAPITAL MANAGEMENT, LLC $26.909.964 1.267.878 3,42% Ações
Bragg Financial Advisors, Inc $25.235.143 1.189.215 3,21% Ações
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $24.516.442 1.155.346 3,11% Ações
Huber Capital Management LLC $22.532.861 1.061.869 2,86% Ações
AMERICAN CENTURY COMPANIES INC $18.104.458 853.179 2,30% Ações
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $17.651.008 831.810 2,24% Ações
GOLDMAN SACHS GROUP INC $16.688.448 786.449 2,12% Ações
Bank of New York Mellon Corp $15.691.087 739.448 1,99% Ações
MILLENNIUM MANAGEMENT LLC $15.052.556 709.357 1,91% Ações
KENNEDY CAPITAL MANAGEMENT LLC $13.835.355 651.996 1,76% Ações
WELLINGTON MANAGEMENT GROUP LLP $12.327.992 580.961 1,57% Ações
CITADEL ADVISORS LLC $9.274.371 437.058 1,18% Ações
VICTORY CAPITAL MANAGEMENT INC $8.368.659 394.376 1,06% Ações
BRIDGEWAY CAPITAL MANAGEMENT, LLC $7.527.668 354.744 0,96% Ações
VANGUARD FIDUCIARY TRUST CO $7.402.045 348.824 0,94% Ações
PANAGORA ASSET MANAGEMENT INC $6.813.721 321.099 0,87% Ações
PRINCIPAL FINANCIAL GROUP INC $6.510.954 306.831 0,83% Ações
Qube Research & Technologies Ltd $6.082.098 286.621 0,77% Ações
VANGUARD GROUP INC $5.926.395 337.494 0,75% Ações
BANK OF AMERICA CORP /DE/ $5.863.892 276.338 0,74% Ações
MORGAN STANLEY $5.775.392 272.167 0,73% Ações
Universal- Beteiligungs- und Servicegesellschaft mbH $5.577.273 262.831 0,71% Ações
Miller Value Partners, LLC $5.474.760 258.000 0,70% Ações
PEREGRINE CAPITAL MANAGEMENT LLC $5.335.705 251.447 0,68% Ações
Empowered Funds, LLC $5.023.708 236.744 0,64% Ações
Balyasny Asset Management L.P. $4.985.024 234.921 0,63% Ações
FIRST TRUST ADVISORS LP $4.695.243 221.265 0,60% Ações
BlackRock, Inc. $4.266.727 201.071 0,54% Ações
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $3.868.661 182.312 0,49% Ações
Connor, Clark & Lunn Investment Management Ltd. $3.868.173 182.289 0,49% Ações
XTX Topco Ltd $3.826.369 180.319 0,49% Ações
Public Sector Pension Investment Board $3.825.626 180.284 0,49% Ações
Allianz Asset Management GmbH $3.609.713 170.109 0,46% Ações
AMERIPRISE FINANCIAL INC $3.355.653 158.024 0,43% Ações
Trexquant Investment LP $3.342.277 157.506 0,42% Ações
Inspire Advisors, LLC $3.268.329 154.942 0,42% Ações
Sepio Capital, LP $3.068.603 144.609 0,39% Ações
Quantinno Capital Management LP $3.002.007 141.470 0,38% Ações
RHUMBLINE ADVISERS $2.904.427 136.873 0,37% Ações
Susquehanna Portfolio Strategies, LLC $2.899.840 136.656 0,37% Ações
Vanguard Global Advisers, LLC $2.870.005 135.250 0,36% Ações
INTECH INVESTMENT MANAGEMENT LLC $2.790.791 131.517 0,35% Ações
PICTON MAHONEY ASSET MANAGEMENT $2.789.094 131.437 0,35% Ações
Jump Financial, LLC $2.697.062 127.100 0,34% Ações
Lido Advisors, LLC $2.651.080 124.926 0,34% Ações
TWO SIGMA INVESTMENTS, LP $2.446.242 115.280 0,31% Ações
CLARK ESTATES INC/NY $2.397.860 113.000 0,30% Ações
ALGERT GLOBAL LLC $2.325.033 109.568 0,30% Ações
RAYMOND JAMES FINANCIAL INC $2.263.791 106.682 0,29% Ações
Cubist Systematic Strategies, LLC $2.250.379 95.234 0,29% Ações
Swiss National Bank $2.228.100 105.000 0,28% Ações
D. E. Shaw & Co., Inc. $2.086.011 98.304 0,26% Ações
JANE STREET GROUP, LLC $2.060.462 97.100 0,26% Opção de compra
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $2.006.287 94.547 0,25% Ações
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.952.240 92.000 0,25% Opção de compra
Venture Visionary Partners LLC $1.938.808 91.367 0,25% Ações
Point72 Asset Management, L.P. $1.918.352 90.403 0,24% Ações
SEGALL BRYANT & HAMILL, LLC $1.821.949 85.860 0,23% Ações
CITADEL ADVISORS LLC $1.807.944 85.200 0,23% Opção de compra
RENAISSANCE TECHNOLOGIES LLC $1.765.504 83.200 0,22% Ações
Range Financial Group LLC $1.759.287 82.907 0,22% Ações
Corient Private Wealth LP $1.756.083 82.756 0,22% Ações
Legal & General Group Plc $1.711.902 80.674 0,22% Ações
BEACON FINANCIAL GROUP $1.615.017 76.108 0,21% Ações
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $1.585.877 74.735 0,20% Ações
ExodusPoint Capital Management, LP $1.570.917 74.030 0,20% Ações
LPL Financial LLC $1.546.509 72.880 0,20% Ações
Cerity Partners LLC $1.437.872 67.761 0,18% Ações
ROYAL BANK OF CANADA $1.339.000 63.119 0,17% Ações
Mork Capital Management, LLC $1.328.584 62.610 0,17% Ações
OSAIC HOLDINGS, INC. $1.322.475 62.324 0,17% Ações
ALLIANCEBERNSTEIN L.P. $1.291.080 71.528 0,16% Ações
Engineers Gate Manager LP $1.247.948 58.810 0,16% Ações
IEQ CAPITAL, LLC $1.243.810 58.615 0,16% Ações
Kendall Capital Management $1.233.519 58.130 0,16% Ações
State of Tennessee, Department of Treasury $1.211.068 57.072 0,15% Ações
PRUDENTIAL FINANCIAL INC $1.177.116 55.472 0,15% Ações
EntryPoint Capital, LLC $1.162.707 54.793 0,15% Ações
Invesco Ltd. $1.117.403 52.658 0,14% Ações
BARCLAYS PLC $1.114.836 52.537 0,14% Ações
New Century Financial Group, LLC $1.109.452 46.951 0,14% Ações
Russell Investments Group, Ltd. $1.066.984 50.282 0,14% Ações
CAPITAL FUND MANAGEMENT S.A. $1.027.684 48.430 0,13% Ações
WELLS FARGO & COMPANY/MN $1.021.998 48.162 0,13% Ações
KESTRA PRIVATE WEALTH SERVICES, LLC $1.014.910 47.828 0,13% Ações
Nebula Research & Development LLC $1.003.799 39.992 0,13% Ações
Squarepoint Ops LLC $988.597 46.588 0,13% Ações
VANGUARD ASSET MANAGEMENT, Ltd $896.991 42.271 0,11% Ações
Horizon Investments, LLC $888.312 41.862 0,11% Ações
Mitsubishi UFJ Trust & Banking Corp $881.267 41.530 0,11% Ações
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $868.025 48.090 0,11% Ações
SUSQUEHANNA INTERNATIONAL GROUP, LLP $850.922 40.100 0,11% Opção de venda
VIRGINIA RETIREMENT SYSTEMS ET Al $818.296 46.600 0,10% Ações
Y-Intercept (Hong Kong) Ltd $805.193 37.945 0,10% Ações
HSBC HOLDINGS PLC $795.249 37.815 0,10% Ações

Executivos da empresa 55 insiders · 20 diretores · 20 conselheiros

Investidor com informação privilegiada Função Última atividade Ações detidas Compras 12m Vendas 12m Líquido 12m
Mitchell E Fadel Chief Executive Officer 26 de Fevereiro de 2025 F 829.689 0 0 $0
Robert Dale Davis Chief Executive Officer 1 de Agosto de 2016 P 131.850 0 0 $0
Robert F Bloom Pres/CEO ColorTyme, Inc. 31 de Janeiro de 2007 A 750 0 0 $0
Steven M Arendt CEO of ColorTyme, Inc. 25 de Fevereiro de 2004 M 0 0 0 $0
Fahmi Karam EVP, Chief Financial Officer 10 de Março de 2025 P 164.672 0 0 $0
Maureen B Short CFO 1 de Abril de 2022 F 109.460 0 0 $0
Guy J Constant EVP - Finance, CFO & Treasurer 5 de Fevereiro de 2016 A 31.301 0 0 $0
Anthony J Blasquez EVP-RAC 21 de Agosto de 2025 S 32.511 0 1 $-82.705
Tyler Montrone EVP, Acima 26 de Fevereiro de 2025 F 55.123 0 0 $0
Ann L Davids EVP, Chief Marketing Officer 26 de Fevereiro de 2025 F 84.239 0 0 $0
Sudeep Gautam EVP, Chief Tech & Digital Off 24 de Fevereiro de 2024 F 7.941 0 0 $0
Jason Jude Hogg EVP-Acima 26 de Fevereiro de 2022 F 107.085 0 0 $0
Catherine M Skula EVP, Chief Development Officer 26 de Maio de 2021 M 76.421 0 0 $0
Charles J White EVP - Domestic RTO Operations 5 de Fevereiro de 2016 A 15.543 0 0 $0
Ricardo Cordon EVP - Mexico 6 de Fevereiro de 2015 A 5.677 0 0 $0
Ronald D Demoss EVP - Gen. Counsel 31 de Janeiro de 2014 A 7.916 0 0 $0
Theodore V Demarino EVP - Operations 22 de Maio de 2013 M 13.956 0 0 $0
David E. West EVP - Operational Services 18 de Fevereiro de 2011 S 34.391 0 0 $0
William S Short Executive VP - Operations 30 de Janeiro de 2009 A 6.729 0 0 $0
Anthony M Doll Executive VP - Operations 1 de Agosto de 2003 M 1.250 0 0 $0
Charu Jain Conselheiro 7 de Julho de 2026 A 0 0 $0
Carol A. Mcfate Conselheiro 7 de Julho de 2026 A 0 0 $0
Molly Langenstein Conselheiro 7 de Julho de 2026 A 0 0 $0
Glenn P Marino Conselheiro 7 de Julho de 2026 A 0 0 $0
Jeffrey J Brown Conselheiro 7 de Julho de 2026 A 96.681 6 0 $133.792
Jen You Conselheiro 22 de Abril de 2024 A 0 0 $0
Christopher B. Hetrick Conselheiro 9 de Janeiro de 2024 A 28.725 0 0 $0
Brinson Caleb Silver Conselheiro 3 de Janeiro de 2023 A 0 0 $0
Michael J Gade Conselheiro 1 de Abril de 2021 A 4.000 0 0 $0
Leonard H Roberts Conselheiro 2 de Janeiro de 2017 A 1.500 0 0 $0
Jeffery M Jackson Conselheiro 2 de Janeiro de 2017 A 6.055 0 0 $0
Paula Stern Conselheiro 4 de Janeiro de 2016 A 0 0 $0
Kerney Laday Conselheiro 2 de Janeiro de 2012 A 0 0 $0
Laurence Martin Berg Conselheiro 2 de Janeiro de 2007 A 0 0 $0
Peter P Copses Conselheiro 2 de Janeiro de 2007 A 0 0 0 $0
BURTON MARY ELIZABETH Conselheiro 2 de Janeiro de 2007 A 0 0 $0
Richard K Armey Conselheiro 2 de Janeiro de 2006 A 0 0 $0
Andrews S Jhawar Conselheiro 3 de Janeiro de 2005 A 0 0 $0
APOLLO ADVISORS IV LP Detentor de 10% 19 de Novembro de 2004 S 7.218.571 0 0 $0
APOLLO INVESTMENT FUND IV LP Detentor de 10% 19 de Novembro de 2004 S 6.850.930 0 0 $0
Bryan J Pechersky 26 de Fevereiro de 2026 F 43.924 0 0 $0
Transient C Taylor 26 de Fevereiro de 2026 F 43.982 0 0 $0
Harold G Lewis 2 de Janeiro de 2026 A 0 0 $0
J V Lentell 1 de Abril de 2019 A 15.000 0 0 $0
Christopher A Korst 1 de Abril de 2019 A 59.190 0 0 $0
Fred E. Herman 5 de Fevereiro de 2019 F 35.225 0 0 $0
Christopher P. Crocker 2 de Abril de 2018 A 12.301 0 0 $0
James E. York 23 de Fevereiro de 2018 A 20.100 0 0 $0
Rishi Garg 2 de Janeiro de 2018 A 0 0 $0
Martin Evans 2 de Outubro de 2017 A 0 0 $0

Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto

Ativistas e proprietários de 5%+ 11 participações

Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.

Declarante Declarado Participação Status Propósito Declaração
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 declarações 13 de Dezembro de 2023 Declaração inicial SEC
Vintage Capital Management, LLC (2), Kahn Capital Management, LLC (2), Brian R. Kahn (2) ×6 declarações 20 de Março de 2019 Declaração inicial SEC
Rent-A-Center, Inc. 17 de Agosto de 2006 Declaração inicial M&A / venda SEC
Apollo Investment Fund IV, L.P., Apollo Overseas Partners IV, L.P., Apollo Advisors IV, L.P. ×5 declarações 31 de Maio de 2005 Declaração inicial SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada 12 de Novembro de 2003 Declaração inicial SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada, Apollo Advisors IV, L.P. 15 de Julho de 2003 Declaração inicial SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada 2 de Julho de 2003 Declaração inicial M&A / venda SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada 30 de Abril de 2003 Declaração inicial M&A / venda SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada 6 de Agosto de 2002 Declaração inicial SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada 3 de Junho de 2002 Declaração inicial SEC
Pessoa de relato não divulgada 14 de Maio de 2002 Declaração inicial 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.

Participação em ETFs Detido por 72 ETFs

O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.

Fundo Peso Unidades Em Fonte
RETL · Direxion Shares ETF Trust 1,07% 17.017 NS 30 de Abril de 2026 N-PORT
FYT · First Trust Exchange-Traded AlphaDE… 0,52% 48.432 NS 30 de Abril de 2026 N-PORT
WBIY · Absolute Shares Trust 0,47% 13.049 NS 30 de Junho de 2026 N-PORT
ROSC · Lattice Strategies Trust 0,34% 9.344 NS 30 de Abril de 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,25% 153.851 NS 30 de Abril de 2026 N-PORT
CALF · Pacer Funds Trust 0,24% 411.403 NS 30 de Abril de 2026 N-PORT
SMDX · Tidal Trust III 0,20% 13.002 NS 30 de Abril de 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0,15% 77.015 NS 31 de Maio de 2026 N-PORT
FFSM · FIDELITY COVINGTON TRUST 0,15% 94.957 NS 30 de Abril de 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0,11% 522.279 NS 31 de Maio de 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0,11% 7.486 NS 30 de Abril de 2026 N-PORT
AFSM · First Trust Exchange-Traded Fund VI… 0,10% 5.332 NS 31 de Maio de 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,09% 27.671 NS 30 de Abril de 2026 N-PORT
DFSV · Dimensional ETF Trust 0,07% 260.171 NS 30 de Abril de 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,05% 20.153 NS 30 de Abril de 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,05% 77.916 NS 31 de Maio de 2026 N-PORT
DFAT · Dimensional ETF Trust 0,05% 371.141 NS 30 de Abril de 2026 N-PORT
FDIS · FIDELITY COVINGTON TRUST 0,05% 43.992 NS 30 de Abril de 2026 N-PORT
PSC · Principal Exchange-Traded Funds 0,05% 53.771 NS 30 de Junho de 2026 N-PORT
SAA · ProShares Trust 0,04% 624 NS 31 de Maio de 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,04% 585.678 NS 31 de Maio de 2026 N-PORT
RSSL · Global X Funds 0,03% 22.782 NS 30 de Abril de 2026 N-PORT
DFAS · Dimensional ETF Trust 0,03% 191.441 NS 30 de Abril de 2026 N-PORT
ITWO · ProShares Trust 0,03% 2.472 NS 31 de Maio de 2026 N-PORT
EBI · RBB Fund Trust 0,02% 7.865 NS 31 de Maio de 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,02% 249.031 NS 31 de Maio de 2026 N-PORT
UWM · ProShares Trust 0,01% 1.933 NS 31 de Maio de 2026 N-PORT
DXUV · Dimensional ETF Trust 0,01% 2.813 NS 30 de Abril de 2026 N-PORT
URTY · ProShares Trust 0,01% 1.954 NS 31 de Maio de 2026 N-PORT
TILT · FlexShares Trust 0,01% 9.737 NS 30 de Abril de 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0,01% 6.433 NS 31 de Maio de 2026 N-PORT
DFSU · Dimensional ETF Trust 0,01% 7.456 NS 30 de Abril de 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,01% 2.345 NS 31 de Maio de 2026 N-PORT
ONEQ · Fidelity Commonwealth Trust 0,01% 30.744 NS 31 de Maio de 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0,01% 35.088 NS 31 de Maio de 2026 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0,00% 1.120 NS 31 de Maio de 2026 N-PORT
HDG · ProShares Trust 0,00% 49 NS 31 de Maio de 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 6.091 NS 30 de Abril de 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 77.153 NS 30 de Abril de 2026 N-PORT
DFUV · Dimensional ETF Trust 0,00% 18.486 NS 30 de Abril de 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 16.250 NS 30 de Abril de 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,00% 35.299 NS 31 de Maio de 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 8.405 NS 30 de Abril de 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 15 de Julho de 2026 Diário
VB · VANGUARD INDEX FUNDS 15 de Julho de 2026 Diário
VBR · VANGUARD INDEX FUNDS 15 de Julho de 2026 Diário
VTI · VANGUARD INDEX FUNDS 15 de Julho de 2026 Diário
VFVA · VANGUARD WELLINGTON FUND 30 de Julho de 2026 Diário
VFMF · VANGUARD WELLINGTON FUND 30 de Julho de 2026 Diário
VIOO · VANGUARD ADMIRAL FUNDS 15 de Julho de 2026 Diário