UPBOUND GROUP, INC.
UPBD · Services-Equipment Rental & Leasing, NEC · 58.3M shares · -0%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: -$112M (gross $50M, SBC $162M)
Reference price $19.41 · est. market cap ~$1.1B — last insider purchase, 2026-04-28 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C66gen composite 47pct→66
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Strong balance sheetStrong balance sheet — $121M cash & investments
- Notable holderHeld by 5 notable fund(s): FMR LLC, STATE STREET CORP, GOLDMAN SACHS GROUP INC +2 more (as of 2026-03-31)
- New fund positionNotable fund(s) opened this quarter: RENAISSANCE TECHNOLOGIES LLC
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
48.4%
Operating margin
4.8%
Net margin
1.6%
Return on equity
10.5%
Return on assets
2.2%
ROIC
25.4%
Revenue growth (QoQ)
3.7%
Net-income growth
-40.7%
Interest coverage
2.0×
Free cash flow
$239M
EBITDA
$275M
Tangible book value
-$142M
Cash & investments
$121M
Stock comp / revenue
1.0%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Karam Fahmi | Chief Executive Officer | — |
| Anthony Blasquez | EVP-RAC | $2M FY2025 |
| Davids Ann L | EVP, Chief Marketing Officer | — |
| Khouri Halim | EVP, Chief Financial Officer | — |
| Kumar Balaji | EVP, Chief Technology Officer | — |
| Montrone Ralph T. | EVP, Acima | — |
| Pechersky Bryan J | EVP, GC and Corp Secretary | — |
| Taylor Transient C | EVP, CHRO | — |
| Tyler Montrone | Officer | $2M FY2025 |
| Wooters Rebecca | EVP, Chief Growth Officer | — |
| BROWN JEFFREY J | Director | — |
| Jain Charu | Director | — |
| LANGENSTEIN MOLLY | Director | — |
| LEWIS HAROLD G | Director | — |
| MARINO GLENN P | Director | — |
| McFate Carol A. | Director | — |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-04-28 | BROWN JEFFREY J | Buy | 461 | $19.41 |
| 2026-04-28 | BROWN JEFFREY J | Buy | 1.9K | $19.41 |
| 2026-04-01 | Kumar Balaji | Grant | 15K | $18.05 |
| 2026-02-26 | Montrone Ralph T. | Tax withheld | 874 | $21.54 |
| 2026-02-26 | Blasquez Anthony J | Tax withheld | 485 | $21.54 |
| 2026-02-26 | Karam Fahmi | Tax withheld | 1.2K | $21.54 |
| 2026-02-26 | Pechersky Bryan J | Tax withheld | 459 | $21.54 |
| 2026-02-26 | Taylor Transient C | Tax withheld | 481 | $21.54 |
| 2026-02-24 | Karam Fahmi | Tax withheld | 3.7K | $21.36 |
| 2026-02-24 | Montrone Ralph T. | Tax withheld | 1.0K | $21.36 |
| 2026-02-24 | Montrone Ralph T. | Tax withheld | 1.1K | $21.36 |
| 2026-02-24 | Blasquez Anthony J | Tax withheld | 573 | $21.36 |
| 2026-02-24 | Blasquez Anthony J | Tax withheld | 630 | $21.36 |
| 2026-02-24 | Karam Fahmi | Tax withheld | 6.1K | $21.36 |
| 2026-02-24 | Pechersky Bryan J | Tax withheld | 529 | $21.36 |
| 2026-02-24 | Pechersky Bryan J | Tax withheld | 682 | $21.36 |
| 2026-02-24 | Taylor Transient C | Tax withheld | 558 | $21.36 |
| 2026-02-24 | Taylor Transient C | Tax withheld | 687 | $21.36 |
| 2026-02-23 | Khouri Halim | Grant | 20K | $22.78 |
| 2026-02-23 | Pechersky Bryan J | Grant | 21K | $22.78 |
| 2026-02-23 | Taylor Transient C | Grant | 21K | $22.78 |
| 2026-02-23 | Montrone Ralph T. | Grant | 15K | $22.78 |
| 2026-02-23 | Blasquez Anthony J | Grant | 15K | $22.78 |
| 2026-02-23 | Wooters Rebecca | Grant | 18K | $22.78 |
| 2026-02-23 | Karam Fahmi | Grant | 87K | $22.78 |
| 2026-02-10 | Montrone Ralph T. | Grant | 11K | $20.70 |
| 2026-02-10 | Karam Fahmi | Grant | 44K | $20.70 |
| 2026-02-10 | Montrone Ralph T. | Tax withheld | 5.1K | $20.70 |
| 2026-02-10 | Blasquez Anthony J | Grant | 11K | $20.70 |
| 2026-02-10 | Karam Fahmi | Tax withheld | 17K | $20.70 |
| 2026-02-10 | Pechersky Bryan J | Grant | 6.3K | $20.70 |
| 2026-02-10 | Pechersky Bryan J | Tax withheld | 2.8K | $20.70 |
| 2026-02-10 | Blasquez Anthony J | Tax withheld | 3.0K | $20.70 |
| 2026-02-10 | Taylor Transient C | Grant | 6.6K | $20.70 |
| 2026-02-10 | Taylor Transient C | Tax withheld | 2.9K | $20.70 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-03 | Exec/director changeShareholder voteExhibits | filing ↗ |
| 2026-05-19 | Exec/director change | filing ↗ |
| 2026-04-30 | ResultsReg FDExhibits | filing ↗ |
| 2026-02-19 | ResultsReg FDExhibits | filing ↗ |
| 2025-11-21 | 5.04Exhibits | filing ↗ |
| 2025-10-30 | Exec/director changeReg FDExhibits | filing ↗ |
| 2025-10-30 | ResultsReg FDExhibits | filing ↗ |
| 2025-08-19 | Material agreementDebt obligationExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-03 | 2026-06-02 | 0001104659-26-069652 ↗ |
| 8-K | 2026-05-19 | 2026-05-15 | 0001104659-26-063514 ↗ |
| 10-Q | 2026-05-01 | 2026-03-31 | 0001628280-26-029049 ↗ |
| 8-K | 2026-04-30 | 2026-04-30 | 0001628280-26-028583 ↗ |
| DEF 14A | 2026-04-21 | 2026-06-02 | 0001104659-26-045736 ↗ |
| 10-K | 2026-02-23 | 2025-12-31 | 0000933036-26-000008 ↗ |
| 8-K | 2026-02-19 | 2026-02-19 | 0000933036-26-000005 ↗ |
| 8-K | 2025-11-21 | 2025-11-17 | 0000933036-25-000170 ↗ |
| 10-Q | 2025-10-31 | 2025-09-30 | 0000933036-25-000167 ↗ |
| 8-K | 2025-10-30 | 2025-10-30 | 0000933036-25-000164 ↗ |
| 8-K | 2025-10-30 | 2025-10-30 | 0001104659-25-104014 ↗ |
| 8-K | 2025-08-19 | 2025-08-19 | 0001104659-25-080284 ↗ |