• $1.5B
    Market Cap
  • 37.00%
    1-Year Change
  • Rental & Leasing Services
    Industry

Key Performance

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  • Earnings Score: 54
  • Momentum Score: 26
  • True Yield: N/A
  • Financial Health Score: 100
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Latest Research & News

PROG Holdings: 3 Key Takeaways for Long-Term Investors

PROG Holdings reported strong Q3 2026 results with 59% consolidated GMV growth to $912 million. Progressive Leasing's gross lease asset balance turned positive year-over-year for the first time since April 2025, signaling revenue recovery. The Four buy-now-pay-later business achieved 103% GMV growth with a 30.6% adjusted EBITDA margin. Management announced a $100 million accelerated share repurchase program while maintaining low net leverage at 1.5x adjusted EBITDA.

11/12/2026, 1:30 PM • The Motley Fool

Peers

Statistics

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Day Range
$37.56
$39.01
$37.67
1-Year Range
$26.18
$47.53
$37.67
Latest Close$37.67
Change
-$1.19 (-3.16%)
Volume636,154
Market Cap$1.5B
Shares Outstanding39.0M
P/E (TTM)10.16
Diluted EPS (TTM)$3.71
Enterprise Value$2.2B

Information as of 11/12/2026

Company Profile

PROG HOLDINGS INC
https://progholdings.com
$1.5B
Market Cap
$150.8M
Net Income
Sector: Industrials
Industry: Rental & Leasing Services
256 West Data Drive, Draper, UT, United States, 84020-2315
385 351 1369

PROG Holdings, Inc., a financial technology holding company, provides payment options to consumers in the United States. The company operates through two segments: Progressive Leasing and Four. It owns Progressive Leasing, an in-store, app-based, and e-commerce point-of-sale lease-to-own solutions provider; and Four, which enables consumers of all credit backgrounds to pay for purchases over time through short-term, interest-free instalment buy-now-pay-later BNPL plans. The company offers Purchasing Power, that provides these underserved customers with alternatives to traditional financing options. The company was formerly known as Aaron's Holdings Company, Inc. and changed its name to PROG Holdings, Inc. in December 2020. PROG Holdings, Inc. was founded in 1955 and is based in Draper, Utah.

Key Executives

  • Steven A. Michaels
  • Brian J. Garner
  • Todd King
  • Curt Doman
  • Mark Delcorps

Current Ownership Distribution

  • Institutions871.3M (69.42%)
  • Mutual Funds382.3M (30.45%)
  • Insiders1.6M (0.13%)
  • Other0 (0.00%)