First Trust Advisors LP Boosts Holdings in Upbound Group, Inc. $UPBD

Posted by George Bondi on Aug 6th, 2026

First Trust Advisors LP raised its stake in Upbound Group, Inc. (NASDAQ:UPBD – Free Report) by 57.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 196,526 shares of the company’s stock after acquiring an additional 71,598 shares during the quarter. First Trust Advisors LP’s holdings in Upbound Group were worth $3,547,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently modified their holdings of the stock. AQR Capital Management LLC raised its holdings in shares of Upbound Group by 15.9% in the 1st quarter. AQR Capital Management LLC now owns 48,276 shares of the company’s stock worth $1,157,000 after purchasing an additional 6,623 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in shares of Upbound Group by 4.5% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 31,891 shares of the company’s stock valued at $764,000 after buying an additional 1,376 shares during the period. Goldman Sachs Group Inc. lifted its position in shares of Upbound Group by 73.0% during the 1st quarter. Goldman Sachs Group Inc. now owns 532,809 shares of the company’s stock valued at $12,766,000 after buying an additional 224,811 shares during the last quarter. Jane Street Group LLC lifted its position in shares of Upbound Group by 286.3% during the 1st quarter. Jane Street Group LLC now owns 86,450 shares of the company’s stock valued at $2,071,000 after buying an additional 64,073 shares during the last quarter. Finally, Norges Bank bought a new position in shares of Upbound Group during the 2nd quarter worth $440,000. Hedge funds and other institutional investors own 90.30% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on UPBD shares. Zacks Research lowered Upbound Group from a “hold” rating to a “strong sell” rating in a report on Monday. TD Cowen dropped their price target on shares of Upbound Group from $29.00 to $28.00 and set a “buy” rating on the stock in a research note on Friday, July 31st. Wall Street Zen lowered shares of Upbound Group from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. BTIG Research downgraded Upbound Group from a “buy” rating to a “neutral” rating and set a $28.00 target price on the stock. in a research report on Friday, July 31st. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of Upbound Group in a research note on Wednesday, June 24th. Two equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $30.67.

Read Our Latest Research Report on Upbound Group

Insiders Place Their Bets

In other Upbound Group news, Director Jeffrey J. Brown purchased 2,295 shares of the business’s stock in a transaction on Tuesday, July 7th. The stock was acquired at an average cost of $20.09 per share, for a total transaction of $46,106.55. Following the completion of the transaction, the director directly owned 96,681 shares in the company, valued at approximately $1,942,321.29. This represents a 2.43% increase in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. 1.20% of the stock is owned by corporate insiders.

Upbound Group Stock Down 2.0%

Shares of UPBD opened at $20.12 on Thursday. The firm has a market cap of $1.17 billion, a P/E ratio of 13.06 and a beta of 1.79. The stock has a 50 day simple moving average of $19.93 and a two-hundred day simple moving average of $19.41. The company has a debt-to-equity ratio of 1.94, a current ratio of 3.22 and a quick ratio of 0.88. Upbound Group, Inc. has a 1 year low of $15.82 and a 1 year high of $28.02.

Upbound Group (NASDAQ:UPBD – Get Free Report) last posted its quarterly earnings results on Thursday, July 30th. The company reported $1.07 EPS for the quarter, topping the consensus estimate of $1.05 by $0.02. The firm had revenue of $1.16 billion for the quarter, compared to the consensus estimate of $1.16 billion. Upbound Group had a net margin of 1.90% and a return on equity of 34.53%. The business’s revenue was up .5% compared to the same quarter last year. During the same period last year, the firm posted $1.12 earnings per share. Upbound Group has set its FY 2026 guidance at 4.000-4.350 EPS and its Q3 2026 guidance at 0.850-0.950 EPS. On average, analysts forecast that Upbound Group, Inc. will post 4.15 earnings per share for the current fiscal year.

Upbound Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, July 7th. Investors of record on Tuesday, June 16th were given a $0.39 dividend. This represents a $1.56 dividend on an annualized basis and a yield of 7.8%. The ex-dividend date was Tuesday, June 16th. Upbound Group’s dividend payout ratio (DPR) is presently 101.30%.

Upbound Group Company Profile

(Free Report)

Upbound Group, Inc leases household durable goods to customers on a lease-to-own basis in the United States, Puerto Rico, and Mexico. It operates through four segments: Rent-A-Center, Acima, Mexico, and Franchising. The company's brands, such as Rent-A-Center and Acima that facilitate consumer transactions across a range of store-based and virtual channels. It offers furniture comprising mattresses, tires, consumer electronics, appliances, tools, handbags, computers, smartphones, and accessories.