Upbound Group (NASDAQ:UPBD) Updates Q2 2026 Earnings Guidance

Upbound Group (NASDAQ:UPBD) updated its second quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 1.000-1.100 for the period, compared to the consensus estimate of 1.050. The company issued revenue guidance of $1.1 billion-$1.2 billion, compared to the consensus revenue estimate of $1.2 billion. Upbound Group also updated its FY 2026 guidance to 4.000-4.350 EPS.

Wall Street Analyst Weigh In

UPBD has been the subject of several recent analyst reports. Wall Street Zen raised shares of Upbound Group from a “hold” rating to a “buy” rating in a report on Saturday, February 28th. Zacks Research upgraded shares of Upbound Group from a “strong sell” rating to a “hold” rating in a research note on Monday, April 20th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Upbound Group in a research note on Friday, March 27th. Finally, TD Cowen reissued a “buy” rating on shares of Upbound Group in a report on Thursday, January 8th. Four analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, Upbound Group presently has a consensus rating of “Moderate Buy” and an average price target of $32.25.

Upbound Group Stock Performance

UPBD traded down $0.62 during trading hours on Friday, hitting $19.14. 685,282 shares of the stock were exchanged, compared to its average volume of 821,345. The stock has a market cap of $1.12 billion, a price-to-earnings ratio of 15.47 and a beta of 1.85. The stock has a 50-day simple moving average of $19.14 and a 200-day simple moving average of $19.17. The company has a debt-to-equity ratio of 2.26, a current ratio of 2.92 and a quick ratio of 0.78. Upbound Group has a 12 month low of $15.82 and a 12 month high of $28.02.

Upbound Group (NASDAQ:UPBD) last released its earnings results on Thursday, April 30th. The company reported $1.08 earnings per share for the quarter, beating the consensus estimate of $1.06 by $0.02. Upbound Group had a net margin of 1.56% and a return on equity of 35.23%. The firm had revenue of $1.22 billion during the quarter, compared to analyst estimates of $1.23 billion. During the same quarter in the previous year, the firm earned $1.00 earnings per share. The firm’s revenue for the quarter was up 3.7% compared to the same quarter last year. 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. Analysts anticipate that Upbound Group will post 4.13 earnings per share for the current year.

Upbound Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, April 28th. Investors of record on Tuesday, April 7th were paid a dividend of $0.39 per share. The ex-dividend date was Tuesday, April 7th. This represents a $1.56 annualized dividend and a yield of 8.2%. Upbound Group’s dividend payout ratio is 125.81%.

Insider Transactions at Upbound Group

In other Upbound Group news, Director Jeffrey J. Brown bought 2,329 shares of the business’s stock in a transaction on Tuesday, April 28th. The shares were purchased at an average price of $19.41 per share, with a total value of $45,205.89. Following the completion of the acquisition, the director directly owned 94,840 shares of the company’s stock, valued at approximately $1,840,844.40. The trade was a 2.52% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. 2.60% of the stock is owned by corporate insiders.

Trending Headlines about Upbound Group

Here are the key news stories impacting Upbound Group this week:

• Positive Sentiment: Q1 EPS beat and operational improvement — Upbound reported $1.08 EPS vs. $1.06 consensus, driven by Brigit subscriber growth, margin expansion and stronger cash flow, which supports near-term profitability expectations. Upbound Q1 Earnings Beat on Brigit Subscriber Growth
• Positive Sentiment: Insider purchase signals confidence — Director Jeffrey J. Brown bought 2,329 shares at ~$19.41, increasing his stake ~2.5%, a typical shareholder-friendly signal that can reassure investors on valuation. Director Jeffrey Brown Purchases 2,329 Shares
• Neutral Sentiment: Guidance roughly in line on EPS but conservative on revenue — FY2026 EPS guide of $4.00–4.35 and Q2 EPS of $1.00–1.10 sit near consensus, leaving earnings visibility acceptable, though upside appears limited. Upbound Q1 Slide Deck / Guidance
• Neutral Sentiment: Dividend yield and payout risk — The company pays a high yield (~7.9%) but the payout ratio is elevated (~126%), which can attract income buyers but raises sustainability questions. MarketBeat UPBD Profile
• Negative Sentiment: Revenue miss and cautious revenue guidance — Q1 revenue ($1.22B) narrowly missed estimates and management’s FY revenue range ($4.7B–$5.0B) plus Q2 revenue guide ($1.1B–$1.2B) came in below Street midpoints, signaling softer top-line momentum and explaining downside pressure. Upbound Stock Edges Up on Earnings Beat Despite Revenue Miss

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in UPBD. AQR Capital Management LLC increased its position in Upbound Group by 15.9% in the first quarter. AQR Capital Management LLC now owns 48,276 shares of the company’s stock worth $1,157,000 after buying an additional 6,623 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in 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 last quarter. Goldman Sachs Group Inc. boosted its holdings in shares of Upbound Group by 73.0% during the first quarter. Goldman Sachs Group Inc. now owns 532,809 shares of the company’s stock valued at $12,766,000 after acquiring an additional 224,811 shares during the period. Jane Street Group LLC grew its position in shares of Upbound Group by 286.3% during the first quarter. Jane Street Group LLC now owns 86,450 shares of the company’s stock worth $2,071,000 after acquiring an additional 64,073 shares during the last quarter. Finally, Norges Bank bought a new position in shares of Upbound Group during the second quarter worth about $440,000. Institutional investors and hedge funds own 90.30% of the company’s stock.

Upbound Group Company Profile

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.