Upbound Group Inc (UPBD)

Sector:
CONSUMER DISCRETIONARY
Industry:
RETAIL - SPECIALTY
SIC:
SERVICES-EQUIPMENT RENTAL & LEASING, NEC
CEO:
Mitchell E. Fadel
Employees:
12,700
5501 HEADQUARTERS DRIVE, PLANO, TX, 75024
972-801-1100

Rent-A-Center, Inc. leases household durable goods to customers on a lease-to-own basis. As of December 31, 2021, the company owned and operated approximately 1,846 stores in the United States and Puerto Rico, including 45 retail installment sales stores; 35 Acima staffed locations in North Carolina; and 123 stores in Mexico.

Data derived from most recent annual or quarterly report
Market Cap 1.874 Billion Shares Outstanding59.03 Million Avg 30-day Volume 369.164 Thousand
P/E Ratio185.998 Dividend Yield4.6719 EPS0.08
Price to Revenue0.4092 Debt to Equity2.0752 EBITDA205.478 Million
Price to Book Value2.7163 Operating Margin3.7657999999999996 Enterprise Value2.756 Billion
Current Ratio0.629 EPS Growth0 Quick Ratio0.487
1 Yr BETA 1.4107 52-week High/Low 35.75 / 20.91 Profit Margin0.22
Operating Cash Flow Growth0.0 Free Cash Flow to Firm (FCFF) TTM -1.699 Billion Free Cash Flow to Equity (FCFE) TTM119.814 Million
Altman Z-Score2.6511
Earnings Report2024-02-22
View SEC Filings from UPBD instead.

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SEC Web Site SEC DEF 14A Filings

Funds Holding UPBD (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding UPBD

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Recent Filings

Financial Reporting

Ownership

  • 4: filed on 2023-11-16 by DAVIDS ANN L
  • 4: filed on 2023-11-07 by KARAM FAHMI
  • 4: filed on 2023-10-26 by BROWN JEFFREY J
  • 4: filed on 2023-10-26 by McFate Carol A.
  • 4: filed on 2023-10-26 by HETRICK CHRISTOPHER B.
  • 4: filed on 2023-10-26 by YOU JEN
  • 4: filed on 2023-10-26 by MARINO GLENN P
  • 4: filed on 2023-10-04 by BROWN JEFFREY J
  • 4: filed on 2023-10-04 by HETRICK CHRISTOPHER B.
  • 4: filed on 2023-10-04 by MARINO GLENN P

    • Events (8k)

  • 8-K: filed on 2023-11-02:
    Item 2.02: Results of Operations and Financial Condition
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-08-03:
    Item 2.02: Results of Operations and Financial Condition
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-06-06:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 5.07: Submission of Matters to a Vote of Security Holders
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-05-24:
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-05-04:
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-05-04:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-02-23:
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-02-23:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-02-23:
    Item 5.03: Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-01-30:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

    • Proposed Sales (Form 144)

  • 144: filed on 2023-08-08:
  • 144: filed on 2023-08-10:

    • Proxy

    Prospectus

    All

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    988 total shares from 1 transactions

    Open Market Sells (S)

    none

    Exercise Derivative Conversion (M)

    4.5 Thousand total shares from 1 transactions

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    DAVIDS ANN L EVP, CHIEF MARKETING OFFICER

    • Officer
    		 71,053 2023-11-15 3

    KARAM FAHMI EVP, CHIEF FINANCIAL OFFICER

    • Officer
    		 114,412 2023-11-04 2

    BROWN JEFFREY J

    • Director
    		 81,235 2023-10-24 8

    MARINO GLENN P

    • Director
    		 0 2023-10-24 8

    HETRICK CHRISTOPHER B.

    • Director
    		 0 2023-10-24 8

    MCFATE CAROL A.

    • Director
    		 0 2023-10-24 8

    YOU JEN

    • Director
    		 0 2023-10-24 5

    MONTRONE TYLER EVP, ACIMA

    • Officer
    		 77,751 2023-08-10 3

    BLASQUEZ ANTHONY J EVP-RAC

    • Officer
    		 52,030 2023-08-08 4

    TAYLOR TRANSIENT C EVP, CHRO

    • Officer
    		 28,116 2023-07-01 2

    FADEL MITCHELL E CHIEF EXECUTIVE OFFICER

    • Officer
    • Director
    		 670,530 2023-02-24 2

    PECHERSKY BRYAN J EVP, GC AND CORP SECRETARY

    • Officer
    		 25,249 2023-02-24 1

    GAUTAM SUDEEP EVP, CHIEF TECH & DIGITAL OFF

    • Officer
    		 4,532 2023-02-24 2

    LEWIS HAROLD G

    • Director
    		 18,323 2023-01-03 1

    SILVER BRINSON CALEB

    • Director
    		 11,412 2023-01-03 1

    SHORT MAUREEN B CFO

    • Officer
    		 109,460 2022-04-01 0

    ALLRED AARON R EVP, ACIMA

    • Officer
    		 5,165,973 2022-03-28 0

    HOGG JASON JUDE EVP-ACIMA

    • Officer
    		 107,085 2022-02-25 0

    SKULA CATHERINE M EVP, CHIEF DEVELOPMENT OFFICER

    • Officer
    		 76,524 2021-05-26 0

    GADE MICHAEL J

    • Director
    		 57,737 2021-04-01 0

    KORST CHRISTOPHER A EVP - GENERAL COUNSEL

    • Officer
    		 66,217 2019-04-01 0

    LENTELL J V

    • Director
    		 0 2019-04-01 0

    HERMAN FRED E. EVP CHIEF INFORMATION OFFICER

    • Officer
    		 35,225 2019-02-05 0

    ENGAGED CAPITAL LLC

    ENGAGED CAPITAL HOLDINGS, LLC

    WELLING GLENN W.

    ENGAGED CAPITAL FLAGSHIP MASTER FUND, LP

    ENGAGED CAPITAL CO-INVEST V, LP

    ENGAGED CAPITAL CO-INVEST V-A, LP

    ENGAGED CAPITAL FLAGSHIP FUND, L.P.

    ENGAGED CAPITAL FLAGSHIP FUND, LTD.

    • SEE FOOTNOTE 1SEE FOOTNOTE 1SEE FOOTNOTE 1SEE FOOTNOTE 1SEE FOOTNOTE 1SEE FOOTNOTE 1SEE FOOTNOTE 1SEE FOOTNOTE 1
    		 No longer subject to file 2018-08-20 0

    CROCKER CHRISTOPHER P. EVP - ACCEPTANCE NOW

    • Officer
    		 0 2018-04-02 0

    YORK JAMES E. EVP - RTO DOMESTIC

    • Officer
    		 20,633 2018-02-23 0

    GARG RISHI

    • Director
    		 0 2018-01-02 0

    EVANS MARTIN EVP - CHIEF HUMAN RESOURCES OF

    • Officer
    		 0 2017-10-02 0

    YOCHEM ANGELA EVP-CHIEF INFORMATION OFFICER

    • Officer
    		 7,343 2017-08-18 0

    MUSSAT JOEL M EVP - CHIEF OPERATING OFFICER

    • Officer
    		 11,980 2017-07-03 0

    SPEESE MARK E CHIEF EXECUTIVE OFFICER

    • Officer
    		 1,367,764 2017-06-20 0

    PEPPER STEVEN L.

    • Director
    		 45,000 2017-05-23 0

    BUTLER WILLIAM K JR

    • SEE FOOTNOTE 1
    		 0 2017-03-15 0

    DENMAN MARK E. EVP - ACCEPTANCE NOW

    • Officer
    		 21,917 2017-02-27 0

    JACKSON JEFFERY M

    • Director
    		 0 2017-01-02 0

    ROBERTS LEONARD H

    • Director
    		 0 2017-01-02 0

    DAVIS ROBERT DALE CHIEF EXECUTIVE OFFICER

    • Officer
    • Director
    		 134,666 2016-08-01 0

    CONSTANT GUY J EVP - FINANCE, CFO & TREASURER

    • Officer
    		 31,301 2016-02-05 0

    WHITE CHARLES J EVP - DOMESTIC RTO OPERATIONS

    • Officer
    		 18,538 2016-02-05 0

    STERN PAULA

    • Director
    		 0 2016-01-04 0

    CORDON RICARDO EVP - MEXICO

    • Officer
    		 5,677 2015-02-06 0

    DEMOSS RONALD D EVP - GEN. COUNSEL

    • Officer
    		 7,916 2014-01-31 0

    DEMARINO THEODORE V EVP - OPERATIONS

    • Officer
    		 13,956 2013-05-22 0

    LADAY KERNEY

    • Director
    		 0 2012-01-02 0

    WEST DAVID E. EVP - OPERATIONAL SERVICES

    • Officer
    		 34,391 2011-02-18 0

    SHORT WILLIAM S EXECUTIVE VP - OPERATIONS

    • Officer
    		 6,736 2009-01-30 0

    BLOOM ROBERT F PRES/CEO COLORTYME, INC.

    • Officer
    		 1,790 2007-01-31 0

    BURTON MARY ELIZABETH

    • Director
    		 5,000 2007-01-02 0

    COPSES PETER P

    • Director
    		 5,000 2007-01-02 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed    		 Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    DAVIDS ANN L - Officer EVP, CHIEF MARKETING OFFICER

    		2023-11-16 16:46:10 -0500 2023-11-15 M 4,521 $8.22 a 71,053 direct 1.3856 -2.1291 1.3856 2 -2.3657 5

    DAVIDS ANN L - Officer EVP, CHIEF MARKETING OFFICER

    		2023-11-16 16:46:10 -0500 2023-11-15 M 4,521 d 14,616 direct

    KARAM FAHMI - Officer EVP, CHIEF FINANCIAL OFFICER

    		2023-11-07 16:30:55 -0500 2023-11-04 F 7,636 $28.57 d 114,412 direct -1.3826 3.3184 4.3208 5 -1.9357 4

    MARINO GLENN P - Director

    		2023-10-26 16:39:36 -0400 2023-10-24 A 269 a 27,956 direct

    YOU JEN - Director

    		2023-10-26 16:42:05 -0400 2023-10-24 A 134 a 14,578 direct

    HETRICK CHRISTOPHER B. - Director

    		2023-10-26 16:46:52 -0400 2023-10-24 A 316 a 55,251 direct

    MCFATE CAROL A. - Director

    		2023-10-26 16:49:29 -0400 2023-10-24 A 106 a 28,492 direct

    BROWN JEFFREY J - Director

    		2023-10-26 16:51:47 -0400 2023-10-24 A 574 a 96,626 direct

    BROWN JEFFREY J - Director (1)

    		2023-10-26 16:51:47 -0400 2023-10-24 P 988 $27.61 a 81,235 indirect 3.0075 13.059 13.059 6 0.0 1

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    UPBOUND GROUP INC UPBD 2023-12-08 22:15:04 UTC 4.9119 0.4081 1400000
    UPBOUND GROUP INC UPBD 2023-12-08 21:45:04 UTC 4.9119 0.4081 1400000
    UPBOUND GROUP INC UPBD 2023-12-08 21:15:04 UTC 4.9119 0.4081 1400000
    UPBOUND GROUP INC UPBD 2023-12-08 20:45:04 UTC 4.9119 0.4081 1400000
    UPBOUND GROUP INC UPBD 2023-12-08 20:15:07 UTC 4.9119 0.4081 1400000
    UPBOUND GROUP INC UPBD 2023-12-08 19:45:04 UTC 4.9119 0.4081 1400000
    UPBOUND GROUP INC UPBD 2023-12-08 19:15:03 UTC 4.9119 0.4081 1400000
    UPBOUND GROUP INC UPBD 2023-12-08 18:45:03 UTC 4.9119 0.4081 1400000
    UPBOUND GROUP INC UPBD 2023-12-08 18:15:04 UTC 4.9119 0.4081 1400000
    UPBOUND GROUP INC UPBD 2023-12-08 17:45:03 UTC 4.9119 0.4081 1400000
    UPBOUND GROUP INC UPBD 2023-12-08 17:15:03 UTC 4.9119 0.4081 1400000
    UPBOUND GROUP INC UPBD 2023-12-08 16:45:05 UTC 4.9119 0.4081 1400000
    UPBOUND GROUP INC UPBD 2023-12-08 16:15:04 UTC 4.9119 0.4081 1400000
    UPBOUND GROUP INC UPBD 2023-12-08 15:45:04 UTC 4.9119 0.4081 1400000
    UPBOUND GROUP INC UPBD 2023-12-08 15:15:04 UTC 4.9119 0.4081 1400000
    UPBOUND GROUP INC UPBD 2023-12-08 14:45:04 UTC 4.9119 0.4081 1400000
    UPBOUND GROUP INC UPBD 2023-12-08 14:15:03 UTC 4.9119 0.4081 1400000
    UPBOUND GROUP INC UPBD 2023-12-08 13:45:03 UTC 4.9119 0.4081 1400000
    UPBOUND GROUP INC UPBD 2023-12-08 13:15:04 UTC 4.9119 0.4081 1400000
    UPBOUND GROUP INC UPBD 2023-12-08 12:45:05 UTC 4.9119 0.4081 1400000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    NEUBERGER BERMAN ALTERNATIVE FUNDS- Neuberger Berman Long Short Fund UPBD -108801.0 shares, $-3767778.63 2023-07-31 N-PORT

    No recent transactions

    *** To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***

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