Miller Value Partners LLC Has $1.23 Million Stake in Upbound Group, Inc. $UPBD

Miller Value Partners LLC boosted its stake in Upbound Group, Inc. (NASDAQ:UPBD) by 250.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 70,000 shares of the company’s stock after buying an additional 50,000 shares during the quarter. Miller Value Partners LLC’s holdings in Upbound Group were worth $1,229,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the business. Vanguard Group Inc. raised its position in Upbound Group by 3.4% in the 4th quarter. Vanguard Group Inc. now owns 7,132,443 shares of the company’s stock valued at $125,246,000 after purchasing an additional 231,293 shares during the last quarter. State Street Corp increased its holdings in Upbound Group by 11.4% in the fourth quarter. State Street Corp now owns 2,410,524 shares of the company’s stock valued at $43,220,000 after purchasing an additional 246,146 shares during the last quarter. Huber Capital Management LLC increased its holdings in Upbound Group by 80.2% in the fourth quarter. Huber Capital Management LLC now owns 1,739,045 shares of the company’s stock valued at $30,538,000 after purchasing an additional 773,775 shares during the last quarter. Wellington Management Group LLP increased its holdings in Upbound Group by 60.3% in the third quarter. Wellington Management Group LLP now owns 1,255,874 shares of the company’s stock valued at $29,676,000 after purchasing an additional 472,550 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. grew its stake in Upbound Group by 8.0% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 1,235,539 shares of the company’s stock valued at $21,696,000 after acquiring an additional 91,245 shares during the period. Institutional investors own 90.30% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the company. Zacks Research raised Upbound Group from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, May 20th. Wall Street Zen raised Upbound Group from a “hold” rating to a “buy” rating in a research report on Saturday, February 28th. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Upbound Group in a research report on Friday, March 27th. One research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $31.33.

Insider Activity

In other Upbound Group news, Director Jeffrey J. Brown purchased 2,329 shares of the firm’s stock in a transaction dated Tuesday, April 28th. The shares were bought at an average price of $19.41 per share, for a total transaction of $45,205.89. Following the purchase, the director owned 94,840 shares in the company, valued at approximately $1,840,844.40. This trade represents a 2.52% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 2.60% of the company’s stock.

Upbound Group Stock Performance

UPBD opened at $17.46 on Thursday. Upbound Group, Inc. has a 12-month low of $15.82 and a 12-month high of $28.02. The stock has a market cap of $1.02 billion, a price-to-earnings ratio of 12.21 and a beta of 1.80. The business has a 50 day moving average of $18.56 and a 200-day moving average of $18.86. The company has a quick ratio of 0.88, a current ratio of 3.06 and a debt-to-equity ratio of 2.01.

Upbound Group (NASDAQ:UPBD) last announced its earnings results on Thursday, April 30th. The company reported $1.08 earnings per share for the quarter, topping analysts’ consensus estimates of $1.06 by $0.02. The company had revenue of $1.22 billion for the quarter, compared to analyst estimates of $1.23 billion. Upbound Group had a return on equity of 35.56% and a net margin of 1.78%.The firm’s quarterly revenue was up 3.7% compared to the same quarter last year. During the same quarter last year, the company earned $1.00 earnings per share. Upbound Group has set its Q2 2026 guidance at 1.000-1.100 EPS and its FY 2026 guidance at 4.000-4.350 EPS. On average, equities research analysts expect that Upbound Group, Inc. will post 4.15 earnings per share for the current year.

Upbound Group Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, July 7th. Stockholders of record on Tuesday, June 16th will be paid a $0.39 dividend. The ex-dividend date is Tuesday, June 16th. This represents a $1.56 annualized dividend and a dividend yield of 8.9%. Upbound Group’s dividend payout ratio (DPR) is presently 109.09%.

About Upbound Group

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.