UPBOUND GROUP, INC.(UPBD)Stock Analysis
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Rank #846 of 2,962 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
UPBD Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for UPBOUND GROUP, INC. (UPBD), a Industrials sector company. 13F Pro's AI-powered ranking engine scores UPBD at 60.6/100 on a 32-signal composite quality model, placing it at rank #846 of 2,962 stocks — the top half of the AI-ranked universe. UPBD scores in the top quartile across earnings quality (89.6), revenue scale (77.2). Areas of concern include profitability (38.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), UPBOUND GROUP, INC. reports quarterly revenue of $1.2B, net income of $21.6M, an operating margin of 4.7%. Top institutional holders of UPBD by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, FMR, based on the most recent SEC filings. UPBD trades on the Nasdaq exchange and files with the SEC under CIK 933036. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate UPBD 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 UPBOUND GROUP, INC. directly from SEC EDGAR. UPBOUND GROUP, INC.'s 13F Pro composite quality score has ranged between 41 and 62 since 2023, currently 60.6 — an improving long-term trajectory across 59 quarterly and live scoring snapshots.
Revenue
Q2 2026
$1.2B
Net Income
Q2 2026
$21.6M
Free Cash Flow
Q2 2026
$107.8M
Operating Margin
Q2 2026
4.7%
ROIC
Q2 2026
29.6%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+8.7% YoYNet Income
-40.7% YoYOperating Income
-23.4% YoYEPS (Diluted)
-43.4% YoYTotal Assets
+23.6% YoYOp. Cash Flow
+191.8% YoYFree Cash Flow
+392.7% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $4.70B +8.7% | $4.32B +8.2% | $3.99B -6.0% | $4.25B -7.4% | $4.58B +62.9% | $2.81B |
| Net Income | $73.2M -40.7% | $123.5M +2484.2% | $-5.2M -141.9% | $12.4M -90.8% | $134.9M -35.2% | $208.1M |
| Operating Income | $223.3M -23.4% | $291.6M +79.1% | $162.9M +9.6% | $148.5M -47.1% | $280.5M +18.2% | $237.3M |
| EPS (Diluted) | $1.25 -43.4% | $2.21 +2555.6% | $-0.09 -142.9% | $0.21 -89.6% | $2.02 -45.8% | $3.73 |
| Total Assets | $3.28B +23.6% | $2.65B -2.6% | $2.72B -1.5% | $2.76B -7.7% | $2.99B +71.0% | $1.75B |
| Operating Cash Flow | $305.6M +191.8% | $104.7M -47.7% | $200.3M -57.2% | $468.5M +19.4% | $392.3M +65.9% | $236.5M |
| Free Cash Flow | $238.7M +392.7% | $48.4M -67.0% | $146.9M -63.9% | $407.1M +23.4% | $329.8M +63.3% | $202.0M |
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Top Institutional Holders of UPBD
BlackRock, Inc.
$194.2M9,152,511 shVANGUARD PORTFOLIO MANAGEMENT LLC
$89.9M4,234,326 shFMR LLC
$70.3M3,312,579 shDIMENSIONAL FUND ADVISORS LP
$58.2M2,744,730 shSTATE STREET CORP
$53.3M2,468,483 shGOLDMAN SACHS GROUP INC
$51.1M2,407,712 shVANGUARD CAPITAL MANAGEMENT LLC
$49.4M2,327,538 shLSV ASSET MANAGEMENT
$48.4M2,280,279 shIEQ CAPITAL, LLC
$37.6M1,770,257 shGEODE CAPITAL MANAGEMENT, LLC
$31.2M1,468,034 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $194.2M | 9,152,511 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $89.9M | 4,234,326 |
| FMR LLC | $70.3M | 3,312,579 |
| DIMENSIONAL FUND ADVISORS LP | $58.2M | 2,744,730 |
| STATE STREET CORP | $53.3M | 2,468,483 |
| GOLDMAN SACHS GROUP INC | $51.1M | 2,407,712 |
| VANGUARD CAPITAL MANAGEMENT LLC | $49.4M | 2,327,538 |
| LSV ASSET MANAGEMENT | $48.4M | 2,280,279 |
| IEQ CAPITAL, LLC | $37.6M | 1,770,257 |
| GEODE CAPITAL MANAGEMENT, LLC | $31.2M | 1,468,034 |
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Popular Research
Is UPBD a good stock to buy?
13F Pro's AI-powered analysis of UPBOUND GROUP, INC. (UPBD) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for UPBD are available on the UPBD 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. UPBD is classified as a small company.
Which hedge funds own UPBD?
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 UPBD. 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 UPBOUND GROUP, INC.'s investment landscape.