PROG Holdings, Inc.(PRG)Stock Analysis
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Rank #1,103 of 2,960 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
PRG Stock Analysis & AI Quality Score
Data updated 2026-09-12AI stock analysis and institutional research for PROG Holdings, Inc. (PRG), a Industrials sector company. 13F Pro's AI-powered ranking engine scores PRG at 57.4/100 on a 32-signal composite quality model, placing it at rank #1,103 of 2,960 stocks — the top half of the AI-ranked universe. PRG scores in the top quartile across balance sheet strength (81.9), earnings quality (75.8). Areas of concern include revenue growth (39.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), PROG Holdings, Inc. reports quarterly revenue of $719.7M, net income of $37.0M, an operating margin of 9.1%. Top institutional holders of PRG by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, STATE STREET, based on the most recent SEC filings. PRG trades on the NYSE exchange and files with the SEC under CIK 1808834. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PRG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for PROG Holdings, Inc. directly from SEC EDGAR. PROG Holdings, Inc.'s 13F Pro composite quality score has ranged between 47 and 75 since 2021, currently 57.4 — an improving long-term trajectory across 69 quarterly and live scoring snapshots.
Revenue
Q2 2026
$719.7M
Net Income
Q2 2026
$37.0M
Free Cash Flow
Q2 2026
$101.2M
Operating Margin
Q2 2026
9.1%
ROIC
Q2 2026
15.5%
D/E Ratio
Q2 2026
1.10
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+0.4% YoYNet Income
-25.6% YoYOperating Income
+6.2% YoYEPS (Diluted)
-20.8% YoYTotal Assets
+6.4% YoYTotal Debt
-7.6% YoYOp. Cash Flow
+141.8% YoYFree Cash Flow
+149.5% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $2.41B +0.4% | $2.40B +2.6% | $2.34B -9.9% | $2.60B -3.0% | $2.68B +7.8% | $2.48B |
| Net Income | $146.8M -25.6% | $197.2M +42.1% | $138.8M +40.7% | $98.7M -59.5% | $243.6M +496.3% | $-61.5M |
| Operating Income | $206.8M +6.2% | $194.7M -11.0% | $218.7M +17.8% | $185.6M -44.3% | $333.5M +22.7% | $271.8M |
| EPS (Diluted) | $3.59 -20.8% | $4.53 +52.0% | $2.98 +56.8% | $1.90 -48.2% | $3.67 +507.8% | $-0.90 |
| Total Assets | $1.61B +6.4% | $1.51B +1.5% | $1.49B -0.0% | $1.49B -8.0% | $1.62B +23.1% | $1.32B |
| Total Debt | $594.9M -7.6% | $643.6M +8.7% | $592.3M +0.2% | $591.0M +0.2% | $589.7M +1079.3% | $50.0M |
| Operating Cash Flow | $335.0M +141.8% | $138.5M -32.2% | $204.2M -15.8% | $242.5M -1.4% | $246.0M -46.1% | $456.0M |
| Free Cash Flow | $324.9M +149.5% | $130.2M -33.1% | $194.6M -16.4% | $232.8M -1.5% | $236.4M -39.6% | $391.6M |
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Available Research
13F Pro tracks comprehensive data for PROG Holdings, Inc. including:
Top Institutional Holders of PRG
BlackRock, Inc.
$319.0M6,844,139 shVANGUARD PORTFOLIO MANAGEMENT LLC
$117.0M2,509,265 shSTATE STREET CORP
$80.4M1,725,503 shVANGUARD CAPITAL MANAGEMENT LLC
$79.5M1,704,829 shAllianz Asset Management GmbH
$64.5M1,491,345 shDIMENSIONAL FUND ADVISORS LP
$61.9M1,327,887 shLSV ASSET MANAGEMENT
$54.4M1,166,730 shFMR LLC
$54.4M1,166,595 shMORGAN STANLEY
$49.0M1,051,216 shGEODE CAPITAL MANAGEMENT, LLC
$47.2M1,011,728 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $319.0M | 6,844,139 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $117.0M | 2,509,265 |
| STATE STREET CORP | $80.4M | 1,725,503 |
| VANGUARD CAPITAL MANAGEMENT LLC | $79.5M | 1,704,829 |
| Allianz Asset Management GmbH | $64.5M | 1,491,345 |
| DIMENSIONAL FUND ADVISORS LP | $61.9M | 1,327,887 |
| LSV ASSET MANAGEMENT | $54.4M | 1,166,730 |
| FMR LLC | $54.4M | 1,166,595 |
| MORGAN STANLEY | $49.0M | 1,051,216 |
| GEODE CAPITAL MANAGEMENT, LLC | $47.2M | 1,011,728 |
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Popular Research
Is PRG a good stock to buy?
13F Pro's AI-powered analysis of PROG Holdings, Inc. (PRG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for PRG are available on the PRG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. PRG is classified as a small company.
Which hedge funds own PRG?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling PRG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of PROG Holdings, Inc.'s investment landscape.