UPBD Upbound (UPBD) Insider Trading, Ownership & Congress Trades
Services · Services-equipment rental & leasing, nec · CIK 0000933036
Form 144 · 1
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
146
13F, latest reported quarter
What the filings say about UPBD
Insiders, 180 days
-$142.4K net sold
1 buyer · 1 seller · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$188.6K
1 notice
Upbound insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, UPBOUND GROUP, INC. insiders sold a net $142.4K of stock across 34 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on Aug 21, 2025.
- The trade is 22.9% of the 43,717 shares held after it.
- No other insider sold within 30 days.
- 146 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP-RAC Blasquez Anthony J sold about $188.5K of UPBD on Aug 21, 2026, the largest insider sale at the company since 2024; 146 funds added in the latest 13F quarter.Context
- 18 earlier Form 4 trades (code P or S) here by this insider (18 buys), the last on Apr 28, 2026.
- +2.9% median (+4.1% mean) 90-day return after 14 previous buys.
- The trade is 1.9% of the 23,853 shares held after it.
- No other insider bought within 30 days.
- 146 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director BROWN JEFFREY J bought about $9.1K of UPBD on Jul 7, 2026; 146 funds added in the latest 13F quarter.Context
- 18 earlier Form 4 trades (code P or S) here by this insider (18 buys), the last on Apr 28, 2026.
- +2.9% median (+4.1% mean) 90-day return after 14 previous buys.
- The trade is 1.9% of the 96,681 shares held after it.
- No other insider bought within 30 days.
- 146 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director BROWN JEFFREY J bought about $37.0K of UPBD on Jul 7, 2026, the largest insider purchase at the company since 2025; 146 funds added in the latest 13F quarter.Context
- 16 earlier Form 4 trades (code P or S) here by this insider (16 buys), the last on Jan 6, 2026.
- +1.8% median (+3.6% mean) 90-day return after 13 previous buys.
- The trade is 2.0% of the 23,399 shares held after it.
- No other insider bought within 30 days.
- 146 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director BROWN JEFFREY J bought about $8.9K of UPBD on Apr 28, 2026; 146 funds added in the latest 13F quarter.Context
- 16 earlier Form 4 trades (code P or S) here by this insider (16 buys), the last on Jan 6, 2026.
- +1.8% median (+3.6% mean) 90-day return after 13 previous buys.
- The trade is 2.0% of the 94,840 shares held after it.
- No other insider bought within 30 days.
- 146 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director BROWN JEFFREY J bought about $36.3K of UPBD on Apr 28, 2026; 146 funds added in the latest 13F quarter.34 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$142.4K over 180 days
-$188.5K over 90 days
more than 63% of Services
Congress
no House purchase disclosed in the last 12 months
Funds
146 funds bought in last quarter
more than 62% of Services
Revenue
+8.7% year over year
more than 60% of Services
Margin
1.6% net margin
below 54% of Services
Buybacks
no share repurchases reported
Short interest
16.2% of the float short (float per yahoo 2026-10-26) · 8.7 days to cover · settled 2026-09-30
more than 95% of Services
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch UPBD
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-20.5%12M
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns UPBD: institutional holders (13F)
13F holdings, latest reported quarter
9,152,511 sh
$194.2M
4,234,326 sh
$89.9M
3,312,579 sh
$70.3M
2,744,730 sh
$58.2M
2,468,483 sh
$53.3M
Congress trades in UPBD
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
UPBD planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Blasquez Anthony J
Filed 2026-08-21
$188.6K
UPBD mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Huber Small Cap Value Fund
$4.5M position · as of 2026-07-31
4.4%
Miller Income Fund
$5.1M position · as of 2026-06-30
2.9%
Huber Select Large Cap Value Fund
$11.9M position · as of 2026-07-31
2.4%
Huber Mid Cap Value Fund
$258.6K position · as of 2026-07-31
2.0%
State Street(R) SPDR(R) S&P(R) Retail ETF
$6.0M position · as of 2026-06-30
1.6%
FPA Queens Road Small Cap Value Fund
$20.3M position · as of 2026-05-31
1.5%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Corporate PAC
The company's PAC: committee totals only, never individual donors (FEC).
Upbound Group, Inc. Good Government Political Action Committee
Cycle 2026 · $40K spent
$92.3K
Federal Election Commission, matched by the PAC's connected organisation
Executive pay vs shareholder return · Mr. Fadel
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2023
$9.8M
$15.6M
$2.8M
+42%
+63%
2022
$6.3M
-$3.8M
$1.7M
-10%
+45%
2021
$12.3M
$25.6M
$2.4M
+79%
+77%
2020
$9.2M
$14.8M
$2.3M
+40%
+19%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $142.4K sold by insiders over 180 days, 146 funds added last quarter, $188.6K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
UPBD financials
Revenue growth
+8.7%
XBRL, annual
Net margin
1.6%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$4.7B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM UPBD
| FY Dec 2025 | $4.7B |
| FY Dec 2024 | $4.3B |
| FY Dec 2023 | $4.0B |
| FY Dec 2022 | $4.2B |
| FY Dec 2021 | $4.6B |
| Jun 2026 | $1.2B |
| Mar 2026 | $1.2B |
| Dec 2025 | $1.2B |
| Sep 2025 | $1.2B |
| Jun 2025 | $1.2B |
| Mar 2025 | $1.2B |
| Dec 2024 | $1.1B |
| Sep 2024 | $1.1B |
At each fiscal year end
Single quarter
Net margin, TTM
+1.9%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM UPBD
| FY Dec 2025 | +1.6% |
| FY Dec 2024 | +2.9% |
| FY Dec 2023 | -0.1% |
| FY Dec 2022 | +0.3% |
| FY Dec 2021 | +2.9% |
| Jun 2026 | +1.9% |
| Mar 2026 | +2.9% |
| Dec 2025 | +1.6% |
| Sep 2025 | +1.1% |
| Jun 2025 | +1.3% |
| Mar 2025 | +2.1% |
| Dec 2024 | +2.9% |
| Sep 2024 | +2.9% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$356.0M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM UPBD
| FY Dec 2025 | $238.7M |
| FY Dec 2024 | $48.4M |
| FY Dec 2023 | $146.9M |
| FY Dec 2022 | $407.1M |
| FY Dec 2021 | $329.8M |
| Jun 2026 | $107.8M |
| Mar 2026 | $154.7M |
| Dec 2025 | $24.0M |
| Sep 2025 | $69.4M |
| Jun 2025 | $7.8M |
| Mar 2025 | $137.4M |
| Dec 2024 | -$74.0M |
| Sep 2024 | $88.3M |
At each fiscal year end
Single quarter
Debt to equity
n/a
no debt line filed
Debt to equity UPBD
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
n/a
no debt line filed
Cash flow to debt UPBD
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+12.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity UPBD
| FY Dec 2025 | +11.0% |
| FY Dec 2024 | +20.9% |
| FY Dec 2023 | -0.9% |
| FY Dec 2022 | +2.3% |
| FY Dec 2021 | +24.4% |
| Jun 2026 | +12.7% |
| Mar 2026 | +12.0% |
| Dec 2025 | +11.0% |
| Sep 2025 | +13.1% |
| Jun 2025 | +16.0% |
| Mar 2025 | +19.3% |
| Dec 2024 | +20.9% |
| Sep 2024 | +13.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+2.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets UPBD
| FY Dec 2025 | +2.5% |
| FY Dec 2024 | +4.6% |
| FY Dec 2023 | -0.2% |
| FY Dec 2022 | +0.4% |
| FY Dec 2021 | +5.7% |
| Jun 2026 | +2.9% |
| Mar 2026 | +2.7% |
| Dec 2025 | +2.5% |
| Sep 2025 | +2.9% |
| Jun 2025 | +3.6% |
| Mar 2025 | +4.3% |
| Dec 2024 | +4.6% |
| Sep 2024 | +3.1% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
no debt line filed
Return on invested capital UPBD
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
assets or current liabilities not filed
Return on capital employed UPBD
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
11.01x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing UPBD
| FY Dec 2025 | 14.16x |
| FY Dec 2024 | 13.20x |
| FY Dec 2023 | n/a |
| FY Dec 2022 | 112.75x |
| FY Dec 2021 | 23.78x |
| Jun 2026 | 13.78x |
| Mar 2026 | 12.62x |
| Dec 2025 | 14.16x |
| Sep 2025 | 16.30x |
| Jun 2025 | 14.10x |
| Mar 2025 | 11.25x |
| Dec 2024 | 13.20x |
| Sep 2024 | 21.91x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no debt line filed
Enterprise value UPBD
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+36.0%
TTM free cash flow over market value at close 2026-10-27
FCF yield UPBD
| FY Dec 2025 | +23.5% |
| FY Dec 2024 | +3.0% |
| FY Dec 2023 | +8.0% |
| FY Dec 2022 | +32.4% |
| FY Dec 2021 | +10.4% |
| Jun 2026 | +28.8% |
| Mar 2026 | +24.4% |
| Dec 2025 | +23.5% |
| Sep 2025 | +10.3% |
| Jun 2025 | +11.0% |
| Mar 2025 | +11.1% |
| Dec 2024 | +3.0% |
| Sep 2024 | +4.9% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth -13%, PEG needs growth
PEG, trailing UPBD
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | 0.18x |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | 0.02x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $4.7B | $4.3B | $4.0B | $4.2B |
| Gross profit | $2.3B | $2.1B | $2.0B | $2.1B |
| Operating income | $223.3M | $291.6M | $162.9M | $148.5M |
| Net income | $73.0M | $124.0M | -$5.0M | $12.0M |
| EPS (diluted) | 1.25 | 2.21 | -0.09 | 0.21 |
| Operating cash flow | $305.6M | $104.7M | $200.3M | $468.5M |
| Cash | $120.5M | $60.9M | $93.7M | $144.1M |
| Buybacks | $0 | $0 | $50.0M | $75.1M |
| Dividends paid | $87.9M | $82.3M | $83.1M | $79.2M |
SEC XBRL, fiscal years, as known on 2026-10-28
UPBD Stock Sonar score 5/7 axes
Find similar shapesCompareUPBD ranks highest on institutional and government (62nd percentile) and profitability (61st), and lowest on risk and compliance (18th), among Services peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
UPBD filings, in plain words
Are Upbound insiders buying or selling UPBD?
In the 180 days to 2026-10-28, Upbound insiders were net sellers, a net $142.4K: $46.1K of purchases and $188.5K of sales reported on Form 4, by 1 buyer and 1 seller.
Are there planned insider sales of UPBD?
Yes. 1 Form 144 notice of planned insider sales was filed in the 90 days to 2026-10-28, covering $188.6K of stock; the latest, by Blasquez Anthony J, was filed 2026-08-21.
Read the full summary
In the 180 days to 2026-10-28, Upbound insiders were net sellers of UPBD, a net $142.4K across purchases and sales reported on Form 4 by 1 buyer and 1 seller. Insiders filed 1 Form 144 notice of intent to sell in the 90 days to 2026-10-28, covering $188.6K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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