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PRG

PROG Holdings, Inc.

PRG

NYSE·Financial Services·Financial - Credit Services·Mkt cap $1.5B

$38.47

-0.72%

P/E

10.63

Mkt Cap

$1.5B

52-Wk Range

$25.80–$47.73

52-Week Range

$25.80 - $47.73

P/E

10.63

Fwd P/E

7.79

Beta

1.79

Div Yield

1.43%

Avg Vol

539.3K

Shares Out

40.1M

Mkt Cap

$1.5B

Price action

Price chart

Up 9.3% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Extensive omnichannel distribution network with 24,000+ point-of-sale partner locations and e-commerce integration
  • Specialized expertise in underserved consumer market with proprietary risk assessment and underwriting capabilities
  • Diversified revenue streams combining lease-purchase fees, credit products, and ancillary services reducing business concentration risk
  • Strong brand recognition and market leadership in lease-purchase category with decades of operational history

Bear Case

1 risk

  • Above-average volatility (beta 1.8).

Growth

Moderate growth ahead

E-commerce expansion and digital transformation increasing accessibility and customer acquisition

Value

Deep value opportunity - significant discount to Rental & Leasing peers

Momentum

Strong

+12.7% over 3m

Quality

Stable

Strong fundamentals

Dividend

Modest

1.43% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 28, 2026

Q3 26 RECAP

JUL 29, 2026

Reported EPS of $1.19 vs $0.95 consensus (+25.7% surprise). Revenue of $719.7M vs $713.5M expected (+0.9%). Beat on both top and bottom lines.

EPS beat +25.7%
Rev beat +0.9%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+25.7%

Revenue trend · last 8Q

+8%

+7%

+2%

-2%

-8%

+9%

-7%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$606.1M

$623.3M

$684.1M

$604.7M

$595.1M

$574.6M

$742.7M

$564.8M

Margins · last 8Q

Gross

38.5%

Operating

13.1%

Profit

6.6%

Wall Street consensus

5 analysts · 80% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

4

80%

Hold

1

20%

Sell

0%

Median Price Target

Latest: KeyBanc · Jul 30, 2026

vs Industry

How PRG stacks vs Financial - Credit Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.