Upbound Group, Inc.

NasdaqGS:UPBD 株式レポート

時価総額:US$1.1b

Upbound Group 配当と自社株買い

配当金 基準チェック /46

Upbound Group配当を支払う会社であり、現在の利回りは8.67%です。

主要情報

8.7%

配当利回り

0.4%

バイバック利回り

総株主利回り9.1%
将来の配当利回り8.9%
配当成長11.2%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向105%

最近の配当と自社株買いの更新

Recent updates

ナラティブ更新 Apr 26

UPBD: Amazon Partnership And 2026 Plan Will Support Future Upside

Analysts have modestly reduced their price target for Upbound Group by $2, reflecting a slightly more cautious stance that aligns with recent Street research commentary, including TD Cowen's updated view. Analyst Commentary Recent Street research around Upbound Group has been relatively restrained, with a modest price target trim reflecting more cautious assumptions rather than a wholesale shift in the core thesis.
ナラティブ更新 Apr 10

UPBD: 2026 Revenue Plan And Lower P E Multiple Will Support Upside

Analysts trimmed their 12 month price target for Upbound Group by about $0.60 to $28.50, citing a slightly lower assumed future P/E multiple while keeping revenue growth, profit margin and discount rate assumptions effectively unchanged. Analyst Commentary Recent Street research around companies in adjacent consumer finance and earned wage access areas offers helpful context for how analysts are thinking about Upbound Group's valuation and execution risk, even when the reports focus on other names.
ナラティブ更新 Mar 27

UPBD: Specialty Finance Reset And 2026 Guidance Will Drive Future Upside Potential

Analysts trimmed their price target on Upbound Group by $1 to $30, citing updated views on the broader specialty finance sector, including areas such as credit cards, auto lending, student lending, non prime lending, buy now pay later, and lease to own. Analyst Commentary Bullish and cautious views on Upbound Group are both showing up in recent research, and the latest US$30 price target reflects that mix.
Seeking Alpha Mar 18

Upbound Group Deserves An Upbound Share Price

Summary Upbound Group remains a compelling value play, trading at low single-digit multiples despite recent share price underperformance. UPBD’s acquisition of Brigit diversifies revenue streams and is expected to drive incremental growth, with full-year 2026 contributions anticipated. Acima shows robust growth in GMV and EBITDA, while Rent-A-Center segment stabilizes but faces profitability headwinds from cost pressures. I maintain a "Buy" rating on UPBD given cheap valuation and improving fundamentals, with potential for a future upgrade if fundamentals strengthen or shares decline further. Read the full article on Seeking Alpha
ナラティブ更新 Mar 11

UPBD: Specialty Finance Reset And 2026 Guidance Will Support Upside Potential

Analysts have trimmed their price target on Upbound Group to $30 from $31, tying the $1 change to a broad reassessment of the specialty finance sector as macro factors influence areas such as credit cards, auto lending, student lending, non prime lending, buy now pay later, and lease to own. Analyst Commentary Recent research on Upbound Group centers on how broader specialty finance conditions are feeding into valuation work, rather than on company specific revisions.
ナラティブ更新 Feb 25

UPBD: Specialty Finance Reset And 2026 Revenue Outlook Will Support Upside Potential

Analysts have reset their price target on Upbound Group to $30, a $1 trim from the prior $31, tying the move to broader reassessments across specialty finance. The new target still reflects updated assumptions on fair value, discount rates, revenue growth, profit margins, and future P/E levels.
ナラティブ更新 Feb 10

UPBD: Specialty Finance Reset And 2026 Outlook Will Drive Upside Potential

Narrative Update on Upbound Group Analysts have trimmed their price target on Upbound Group, with the model fair value moving from about $30.75 to roughly $28.57. This reflects updated sector views in specialty finance as they recalibrate assumptions around discount rates, future P/E and macro driven demand across areas such as non prime lending and lease to own offerings.
ナラティブ更新 Jan 26

UPBD: Sector Reset And 2026 Outlook Will Support Future Cash Flows

Narrative Update: Analyst Price Target Shift Analysts have trimmed their price target on Upbound Group by $1 to $30, citing refreshed sector views for specialty finance and updated assumptions around revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research updates around Upbound Group focus less on company specific issues and more on a broader reset across specialty finance, with analysts adjusting their models to reflect macro conditions and expectations across various consumer credit and lease to own segments.
ナラティブ更新 Jan 11

UPBD: Sector Repricing Will Support Future Cash Flow Upside Potential

Analysts trimmed their price target on Upbound Group to about $30 from roughly $31, reflecting updated sector-level views in specialty finance related to macroeconomic conditions and trends across credit card, auto, student, non-prime, buy now pay later, and lease-to-own markets. Analyst Commentary Recent research points to a more cautious stance on valuation, with the price target reset to US$30 from US$31.
ナラティブ更新 Dec 13

UPBD: Accelerated Depreciation Windfall Will Drive Near-Term Cash Flow Upside

Narrative Update on Upbound Group The analyst price target for Upbound Group has been raised significantly from $21 to $36 per share as analysts point to stronger near term earnings prospects driven by continued growth at Acima and Brigit, along with an expected cash windfall from accelerated depreciation benefits. Analyst Commentary Bullish analysts view the recent price target increase as a validation of Upbound Group's improving earnings trajectory and the durability of its growth drivers.
ナラティブ更新 Nov 29

UPBD: Legislative Gains And Operational Execution Will Drive Short-Term Upside

Analysts have raised their price target for Upbound Group from $21 to $36, citing improved near-term earnings visibility as well as anticipated financial benefits from operational growth and legislative changes. Analyst Commentary Bullish Takeaways Bullish analysts highlight enhanced earnings visibility driven by robust growth in Upbound’s Acima and Brigit platforms.
ナラティブ更新 Nov 15

UPBD: Near-Term Earnings Momentum Will Drive Upside Amid Improved Execution

Analysts have slightly lowered their price target for Upbound Group to $31.38 from $32.38. This adjustment is attributed to improved near-term earnings prospects and ongoing growth in key segments, but is offset by a higher discount rate and modestly reduced profit margin expectations.
ナラティブ更新 Nov 01

UPBD: Near-Term Earnings Momentum And Cash Windfall Will Drive Future Upside

Upbound Group’s fair value price target has been revised downward by analysts from $36.38 to $32.38 per share. This change reflects updated expectations for slower revenue growth and profit margins, despite near-term optimism about earnings and anticipated cash benefits from recent legislation.
ナラティブ更新 Sep 16

Expanding Financial Access And Innovating In E-Commerce Fuels Growth And Efficiency

Upbound Group’s consensus price target has been raised to $36.38, reflecting increased analyst confidence in near-term earnings potential and ongoing strong performance at Acima, with further support from expected cash flow benefits due to accelerated depreciation provisions. Analyst Commentary Bullish analysts see increased confidence in near-term earnings potential, especially following management meetings that highlighted company growth drivers.
ナラティブ更新 Aug 27

Expanding Financial Access And Innovating In E-Commerce Fuels Growth And Efficiency

Despite Upbound Group’s solid operational performance and ongoing improvements in its Acima division, analysts have tempered their outlook due to persistent U.S. macroeconomic uncertainty, resulting in a lowered consensus price target from $36.25 to $34.50. Analyst Commentary Q2 results exceeded expectations, demonstrating strong quarterly performance.
Seeking Alpha Nov 08

Upbound: Proven Business Model, FCF, Divestiture, And Significantly Undervalued

Summary Upbound Group, Inc. has a proven business model with consistent positive net income and free cash flow, making it a profitable investment. The recent sale of Rent-A-Center stores and reduced net leverage ratio could enhance valuation and attract new investors. The company is well-positioned for acquisitions, marketing investments, and dividend growth, supported by strong cash flow and financial health. Despite potential risks, UPBD appears significantly undervalued, trading below peers' multiples and offering substantial upside potential. Read the full article on Seeking Alpha
Seeking Alpha Sep 28

Upbound: Decision Engine Equipped With Large Data Sets Implies Undervaluation

Summary Upbound Group, Inc. appears undervalued due to its expanding retail network, proprietary automated decision engine, and significant market opportunity among U.S. consumers lacking traditional credit access. The company's flexible lease-purchase agreements, better-than-expected EPS, and revenue growth, along with a low forward earnings multiple, indicate strong future FCF growth potential. Key business drivers include increased retail partner locations, robust automated customer selection processes, rising e-commerce revenue, and effective marketing strategies. Despite risks related to data acquisition, regulatory changes, and competition, a conservative DCF model suggests a fair valuation close to $95 per share. Read the full article on Seeking Alpha
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新しいナラティブ Sep 12

Expanding Financial Access And Innovating In E-Commerce Fuels Growth And Efficiency

Expansion through new Acima Credit products and merchant partnerships is set to widen customer base and increase revenue.
Seeking Alpha Jun 28

Upbound Group: Strong Growth In Acima Provides Upside Potential

Summary Shares are down more than 10% this year despite solid business performance in a tough macro environment. Acima is demonstrating strong performance, with growth rates approaching 20%. Shares are trading at an attractive valuation and at a discount to peers, despite delivering superior performance. Read the full article on Seeking Alpha

決済の安定と成長

配当データの取得

安定した配当: UPBDの配当金支払いは、過去10年間 変動性 が高かった。

増加する配当: UPBDの配当金は過去10年間にわたって増加しています。


配当利回り対市場

Upbound Group 配当利回り対市場
UPBD 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (UPBD)8.7%
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Specialty Retail)2.3%
アナリスト予想 (UPBD) (最長3年)8.9%

注目すべき配当: UPBDの配当金 ( 8.67% ) はUS市場の配当金支払者の下位 25% ( 1.42% ) よりも高くなっています。

高配当: UPBDの配当金 ( 8.67% ) はUS市場 ( 4.24% ) の配当支払者の中で上位 25% に入っています。


株主への利益配当

収益カバレッジ: UPBDは高い 配当性向 ( 105.3% ) のため、配当金の支払いは利益によって十分にカバーされていません。


株主配当金

キャッシュフローカバレッジ: UPBDの 現金配当性向 ( 35.5% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/11 18:28
終値2026/05/11 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Upbound Group, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16

アナリスト機関
Jason HaasBofA Global Research
Vincent CainticBTIG
Laura ChampineCanaccord Genuity