Upbound Ownership

UPBD Stock   34.45  0.05  0.15%   
Upbound Group shows a total of 54.7 Million outstanding shares. The majority of Upbound Group outstanding shares are owned by institutional holders. These institutional investors are usually referred to as non-private investors looking to take positions in Upbound to benefit from reduced commissions. Consequently, institutions are subject to a different set of regulations than regular investors in Upbound Group. Please pay attention to any change in the institutional holdings of Upbound Group as this could imply that something significant has changed or is about to change at the company. Please note that no matter how many assets the company owns, if the real value of the company is less than the current market value, you may not be able to make money on it.
 
Shares in Circulation  
First Issued
1994-03-31
Previous Quarter
55.8 M
Current Value
55.8 M
Avarage Shares Outstanding
72.2 M
Quarterly Volatility
36.4 M
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Upbound in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Upbound, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
At present, Upbound's Dividend Paid And Capex Coverage Ratio is projected to increase slightly based on the last few years of reporting. The current year's Common Stock Shares Outstanding is expected to grow to about 61.5 M, whereas Net Income Applicable To Common Shares is forecasted to decline to about 10.6 M.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Upbound Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics.

Upbound Stock Ownership Analysis

About 85.0% of the company outstanding shares are owned by institutional investors. The book value of Upbound was at this time reported as 11.19. The company last dividend was issued on the 1st of October 2024. Upbound Group had 5:2 split on the 2nd of September 2003. For more information please call Mitchell Fadel at 972 801 1100 or visit https://www.upbound.com.
Besides selling stocks to institutional investors, Upbound also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Upbound's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Upbound's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Upbound Quarterly Liabilities And Stockholders Equity

2.58 Billion

About 11.0% of Upbound Group are currently held by insiders. Unlike Upbound's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Upbound's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Upbound's insider trades

Upbound Group Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Upbound insiders, such as employees or executives, is commonly permitted as long as it does not rely on Upbound's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Upbound insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Upbound Outstanding Bonds

Upbound issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Upbound Group uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Upbound bonds can be classified according to their maturity, which is the date when Upbound Group has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Upbound Corporate Filings

13A
12th of November 2024
An amended filing to the original Schedule 13G
ViewVerify
F4
6th of November 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
31st of October 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
8th of October 2024
Other Reports
ViewVerify

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When determining whether Upbound Group is a strong investment it is important to analyze Upbound's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Upbound's future performance. For an informed investment choice regarding Upbound Stock, refer to the following important reports:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Upbound Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics.
You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
Is Computer & Electronics Retail space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Upbound. If investors know Upbound will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Upbound listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
5.995
Dividend Share
1.45
Earnings Share
1.46
Revenue Per Share
78.182
Quarterly Revenue Growth
0.092
The market value of Upbound Group is measured differently than its book value, which is the value of Upbound that is recorded on the company's balance sheet. Investors also form their own opinion of Upbound's value that differs from its market value or its book value, called intrinsic value, which is Upbound's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Upbound's market value can be influenced by many factors that don't directly affect Upbound's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Upbound's value and its price as these two are different measures arrived at by different means. Investors typically determine if Upbound is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Upbound's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.