Update shared on31 Jul 2025
PROG Holdings' valuation outlook remains stable, as both its discount rate and future P/E ratio saw only marginal changes, resulting in an unchanged consensus analyst price target of $38.57.
What's in the News
- The company completed repurchase of 899,800 shares for $25.65 million in the recent tranche, totaling 27,715,844 shares (52.82%) for $992.71 million under its ongoing buyback program.
- Revised full year 2025 guidance: total revenue increased to $2.45–$2.5 billion, net earnings raised to $120–$125 million, and diluted EPS range lifted to $2.91–$3.06.
- PROG Holdings was dropped from multiple Russell Growth benchmarks, including Russell 2000 Growth, Russell 2500 Growth, Russell 3000 Growth, and related indices.
- Activist investor Breach Inlet Capital publicly criticized company leadership’s strategic direction and called for an immediate strategic review, which the Board rejected.
Valuation Changes
Summary of Valuation Changes for PROG Holdings
- The Consensus Analyst Price Target remained effectively unchanged, at $38.57.
- The Discount Rate for PROG Holdings remained effectively unchanged, moving only marginally from 8.29% to 8.33%.
- The Future P/E for PROG Holdings remained effectively unchanged, moving only marginally from 11.09x to 11.10x.
Disclaimer
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