Aaron's Holdings Company, Inc. PRG

32.68 0.14 0.43% as of 25 Sep
Market cap
$1.3B
P/E
8.9×
Growth Flags show if company had growth for consecutive years

Insider Decisions

Total sells 0.18
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — 2 —
Insider Ownership 4.52%

Capital & Financial Ratios

Market Cap 1,300.00
Revenue 2,614.68
Net Income 146.67
Free Cash Flow 318.97
Net Debt 794.70
Current Ratio 4.03
Debt/Equity 1.10
P/E ratio 8.88
P/S ratio 0.50
P/B ratio 1.63
Past 5Y EPS Growth 57.49%
This Y EPS Growth 40.05%
Next Y EPS Growth 12.85%
Next 5Y EPS Growth 18.83%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate 0.18
Annual Dividend Yield 0.40%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 0.56
0.14
0.14
0.14
2025 0.52
0.13
0.13
0.13
0.13
2024 0.48
0.12
0.12
0.12
0.12
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 0.14
0.03
0.03
0.03
0.04
2019 0.12
0.03
0.03
0.03
0.03
2018 0.11
0.03
0.03
0.03
0.03
2017 0.10
0.02
0.02
0.02
0.03
2016 0.09
0.02
0.02
0.02
0.02
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 155 91 309 92
Receivables 101 91 122 439
Inventory 633 680 609 531
Other — — — —
1,067 974 1,201 1,231
2023 2024 2025 Q'26
Payables 151 90 96 149
ST’ Debt — — — —
Other 36 41 37 —
292 205 255 306
in millions of $

Compound Annual Growth

10y 5y 3y
Sales (2.74%) (0.61%) (2.48%)
Cash Flow 7.17% (5.98%) 11.37%
Earnings 0.79% 0.00% 14.14%
Book Value (5.87%) (5.42%) 9.38%

Revenue

Mar Jun Sep Dec Year
’26 743 720 — — —
’25 668 589 595 557 2,409
’24 642 592 606 559 2,399
’23 655 593 583 508 2,339
’22 710 649 626 612 2,598
’21 721 660 650 647 2,678
’20 668 599 611 606 2,485
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 172 106 — — —
’25 210 70 110 (55) 335
’24 136 55 32 (84) 139
’23 157 48 87 (88) 204
’22 98 57 127 (41) 242
’21 167 72 56 (49) 246
’20 228 133 191 (96) 456
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 169 101 — — —
’25 208 68 106 (57) 325
’24 134 54 30 (87) 130
’23 156 45 85 (91) 195
’22 96 54 125 (43) 233
’21 165 69 54 (52) 236
’20 205 124 176 (106) 399
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.89 0.91 — — —
’25 0.83 0.95 0.82 1.00 3.59
’24 0.49 0.77 1.94 1.34 4.53
’23 1.00 0.79 0.76 0.41 2.98
’22 0.49 0.37 0.32 0.73 1.90
’21 1.16 1.02 0.86 0.59 3.67
’20 (4.19) 1.01 1.60 0.60 (0.90)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.4
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
17.17 22.15 30.70 34.95 11.03 25.89 12.11 16.75 27.84 23.50

Analyst estimates 2026–2028

Powerpack
Low Price
29.02 40.90 47.50 66.71 60.11 60.50 46.85 44.81 50.28 44.43
High Price
11,500 11,900 11,800 12,100 1,868 1,849 1,692 1,606 1,403 1,151
Employees
0 0 0 0 1 1 2 1 2 2
Revenue/Emp
3,208 3,384 2,036 2,163 2,485 2,678 2,598 2,339 2,399 2,409
Revenue
90.80% 92.35% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00%
Gross Margin
218 240 157 28 272 328 148 189 163 175
EBT
6.81% 7.08% 7.70% 1.28% 10.93% 12.26% 5.71% 8.09% 6.81% 7.24%
EBT Margin
139 293 196 31 (61) 244 99 139 197 147
Net Income
1,387 1,531 1,822 2,108 2,728 1,853 1,802 1,608 1,648 1,615
Depreciation
44.33 47.77 29.46 32.13 36.94 40.56 50.03 50.82 56.34 60.09
Revenue/Sh
1.93 4.13 2.84 0.47 (0.91) 3.69 1.90 3.02 4.63 3.66
Earnings/Sh
6.46 2.25 5.16 4.71 6.78 3.73 4.67 4.44 3.25 8.36
Cash Flow/Sh
(0.53) (0.64) (1.01) (1.17) (0.85) (0.14) (0.19) (0.21) (0.19) (0.25)
Capex/Sh
5.93 1.61 4.15 3.54 5.93 3.58 4.48 4.23 3.06 8.10
Free CF/Sh
20.48 24.39 25.47 25.81 14.66 10.29 10.99 12.85 15.27 18.62
Book Value/Sh
72 71 69 67 67 66 52 46 43 40
Shares
14.09 8.11 12.52 107.64 0.00 12.29 8.73 10.45 9.05 8.06
PE Ratio
0.61 0.70 1.21 1.51 1.46 1.11 0.34 0.62 0.75 0.49
PS Ratio
1.32 1.37 1.40 1.88 3.67 4.38 1.53 2.43 2.77 1.58
PB Ratio
0.66 0.79 1.41 1.81 1.46 1.27 0.51 0.80 0.98 0.61
EV/Sales
4.96 23.44 10.02 16.41 9.11 14.37 5.71 9.64 18.05 4.52
EV/FCF
467 159 356 317 456 246 242 204 139 335
Op' Cash Flow
(38) (45) (70) (79) (57) (9) (10) (10) (8) (10)
Capex
429 114 287 238 399 236 233 195 130 325
FCF
994 1,031 994 519 575 805 733 775 770 946
Working Cap'
498 369 425 34 50 590 591 592 644 595
Total Debt
169 297 409 (24) 13 419 459 437 553 286
Net Debt
1,482 1,728 1,761 1,737 986 679 570 591 650 746
Sh' Equity
5.24% 11.02% 7.11% 1.03% (2.66%) 16.57% 6.34% 9.31% 13.13% 9.40%
ROA
9.19% 7.86% 4.52% 1.01% 16.99% 18.97% 11.27% 13.29% 10.12% 12.52%
ROIC
9.78% 18.23% 11.25% 1.80% (4.51%) 29.25% 15.80% 23.90% 31.77% 21.02%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Aaron's Holdings Company, Inc. (PRG) key facts

  • Aaron's Holdings Company, Inc. (PRG) is a Rental & Leasing Services company in the Industrials sector, listed on the New York Stock Exchange.
  • Aaron's Holdings Company, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $2.4 billion, roughly unchanged from fiscal 2024.
  • Net income was $146.8 million, or $3.66 per share (basic), a net margin of 6.09%.
  • As of September 25, 2026, PRG traded at $32.68, a market capitalization of $1.3 billion.
  • At that price the stock trades at 8.9× trailing-twelve-month earnings and 0.5× sales.
  • Aaron's Holdings Company, Inc. pays an annual dividend of $0.18 per share, a yield of 0.40%.
  • Return on equity was 21.0% and debt-to-equity 1.10.

Source: company filings (standardised) and stockrow calculations.

Aaron's Holdings Company, Inc. (PRG) Latest News

News by impact score

Fine-tune

21 Sep

3

PRG has climbed roughly 23.9% in six months and trades near $35.50 on a 7× forward P/E after solid quarterly results. Yet a StockStory post says the stock fails its quality standards: trailing revenue of about $2.61 billion over the past 12 months is flat versus five years ago, EPS has fallen about 4.3% per year over five years, and TBVPS has dropped about 53% in two years (from $4.82 to $1.06). The conclusion: there’s meaningful downside risk despite the valuation, and investors should avoid PRG in favor of a top digital advertising platform tied to the creator economy; the piece also markets its own growth stock picks. Long-term fundamentals deteriorate (flat revenue, declining TBVPS, and shrinking EPS) despite a cheap-looking price, signaling potential downside and sentiment risk.

10 Sep

3

Breach Inlet Capital released a presentation portraying PROG Holdings as a misunderstood transformation story with potential catalysts. External investor presentation on PROG Holdings transformation and catalysts can moderately sway market sentiment and near-term performance.

7 Aug

4 transcript

PRG held its Q2 2026 earnings call discussing financial results, operations and outlook. Earnings call content delivers financial performance details and guidance that move stock price and investor views.

1 Aug

4

PROG Holdings beat earnings expectations and raised guidance, raising questions on whether the stock is fairly valued. Earnings beat combined with raised guidance signals strong results that can shift investor sentiment and stock trajectory.

3

PRG reported Q2 results showing margin compression despite broad-based growth and raised full-year guidance. Q2 earnings detail margin pressure offset by growth and guidance lift, indicating moderate effects on future performance.

30 Jul

4

PROG Holdings (PRG) reports continued growth and resilience despite difficult consumer spending conditions. Positive performance amid headwinds points to durable operations and stronger future positioning.

4

PRG Q2 earnings call emphasized ecosystem growth and raised company outlook. Raised outlook combined with ecosystem growth points to significant positive trajectory shift.

3 transcript

PROG Q2 earnings call highlighted quarterly financial results, operational updates and forward guidance for Aaron's Holdings. Q2 earnings data provides financial metrics that can moderately shift near-term investor views without altering long-term strategy.

29 Jul

3

PROG Holdings Inc posted strong Q2 2026 revenue growth and impressive results in its earnings call. Positive Q2 2026 revenue growth directly affects near-term financial performance and investor views.

3

PROG Holdings, Inc. held its Q2 2026 earnings call and reported quarterly financial results. Quarterly earnings data can shift near-term stock sentiment and valuation multiples.

3

PROG Holdings reported Q2 earnings with key metrics compared against analyst estimates. Q2 earnings metrics versus estimates can moderately affect stock sentiment and near-term valuation.

3

Aaron's Holdings Company, Inc. (PRG) posted better-than-expected sales for Q2 CY2026. Better-than-expected Q2 sales provide a moderate positive signal for near-term financial results and sentiment.

3

PROG Holdings reported second quarter 2026 financial results. Quarterly results update financial performance and can shift short-term investor sentiment without altering long-term strategy.

28 Jul

3

Aaron's Holdings Company, Inc. (PRG) is scheduled to report earnings tomorrow. Earnings releases typically trigger short-term stock moves depending on results versus expectations.

6 Jul

3

PROG Holdings expanded its Russell Index footprint, altering the company's investment narrative and market positioning. Russell Index inclusion draws passive inflows and lifts visibility but rarely shifts core operations or long-term strategy.

3

Aaron's Holdings (PRG) is presented as a value stock with impressive fundamentals while two other stocks receive negative recommendations. Positive fundamental assessment for PRG may lift near-term investor sentiment and share price.

2 Jul

3

PROG (PRG) shares decline on unspecified market reaction to company developments. Share price drop signals short-term negative sentiment without evidence of fundamental long-term change.

30 Jun

3

PRG fintech stock trades at half its peers’ valuation with one analyst projecting 93% upside potential. Analyst note on valuation gap may lift near-term investor sentiment and share price.

25 May

4

Flat sales and weaker credit quality at PROG Holdings have negatively altered its investment story. Flat sales and weaker credit quality directly impair PROG Holdings core leasing operations and investor outlook.

10 May

4

PROG Holdings (PRG) upgraded its 2026 guidance while undergoing a leadership shakeup, eliciting mixed investor reactions ranging from optimism on improved long-term prospects to concerns over executive changes. Upgraded 2026 guidance boosts long-term financial outlook and investor confidence, while leadership shakeup introduces potential strategic shifts.

4

PROG Holdings (PRG) raised 2026 guidance after stronger Q1 earnings, prompting a favorable valuation review amid improved financial outlook. Raised 2026 guidance and stronger Q1 earnings signal significant positive shift in financial trajectory and investor sentiment.

5 May

3

Wall Street analysts predict PROG Holdings (PRG) could rally 25.19% and outline trading strategies to capitalize on the upside. Analyst consensus for 25.19% upside targets moderate influence on investor sentiment and short-term stock performance.

4 May

4

PROG Holdings (PRG) upgraded to Strong Buy rating by analysts, driven by strong fundamentals, lease-to-own segment growth, robust cash flow, and attractive valuation, signaling substantial upside potential for the stock. Strong Buy upgrade highlights major boost to investor sentiment and stock trajectory from positive analyst outlook on growth and valuation.

2 May

4

PROG Holdings (formerly Aaron's, PRG) released Q1 earnings call highlights covering financial results, strategic updates, and forward guidance. Q1 earnings highlights disclose financial metrics, operational progress, and guidance that could significantly sway investor sentiment and stock trajectory.

1 May

4

PROG Holdings, Inc. beat analyst forecasts, prompting analysts to update their predictions. Beating forecasts and analyst revisions signal strong financial performance, likely boosting stock price and investor sentiment significantly.

29 Apr

4

PROG Holdings, Inc. released a summary of its Q1 2026 earnings call, highlighting financial performance and strategic updates for the quarter. Q1 2026 earnings call summary reveals financial results and guidance that significantly influence stock price and investor expectations.

4

PROG Holdings (PRG) reported Q1 earnings and revenues that surpassed analyst estimates. Surpassing Q1 earnings estimates boosts investor sentiment and signals strong financial performance, significantly impacting stock trajectory.

4

PROG Holdings reported first quarter 2026 results, highlighting key financial metrics for Aaron's Holdings Company, Inc. (PRG). Quarterly earnings reports reveal financial performance that significantly influences stock price, investor sentiment, and future trajectory.

28 Apr

4

PROG (PRG) reports earnings tomorrow amid analyst expectations for financial results, revenue, and guidance. Upcoming earnings releases frequently trigger major stock price movements and shifts in investor outlook.

22 Apr

3

PROG Holdings released new research providing insights into the financial behaviors and preferences of near- and below-prime consumers, highlighting trends in spending, credit usage, and economic resilience. Consumer behavior research directly relevant to PROG Holdings' core non-prime market could moderately influence strategy and investor sentiment without fundamentally altering trajectory.

stockrow.com/PRG · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com