Aaron's (NYSE:PRG) Updates Q3 2025 Earnings Guidance

Aaron's (NYSE:PRG - Get Free Report) updated its third quarter 2025 earnings guidance on Wednesday. The company provided earnings per share guidance of 0.700-0.750 for the period, compared to the consensus earnings per share estimate of 0.727. The company issued revenue guidance of $580.0 million-$595.0 million, compared to the consensus revenue estimate of $595.5 million. Aaron's also updated its FY 2025 guidance to 3.200-3.350 EPS.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on PRG. Wall Street Zen downgraded shares of Aaron's from a "buy" rating to a "hold" rating in a research report on Saturday. BTIG Research downgraded shares of Aaron's from a "neutral" rating to a "sell" rating and set a $24.00 target price on the stock. in a research report on Monday, July 14th. Loop Capital dropped their target price on shares of Aaron's from $45.00 to $40.00 and set a "buy" rating on the stock in a research report on Thursday, April 24th. Finally, KeyCorp lowered their price objective on shares of Aaron's from $50.00 to $45.00 and set an "overweight" rating on the stock in a research report on Thursday, April 24th. One research analyst has rated the stock with a sell rating, two have assigned a hold rating, four have issued a buy rating and one has assigned a strong buy rating to the company. According to data from MarketBeat.com, Aaron's presently has an average rating of "Moderate Buy" and an average target price of $41.00.

Aaron's Stock Performance

Shares of PRG stock traded up $0.03 during mid-day trading on Friday, hitting $32.66. The stock had a trading volume of 544,548 shares, compared to its average volume of 413,270. Aaron's has a fifty-two week low of $23.50 and a fifty-two week high of $50.28. The firm has a market cap of $1.32 billion, a PE ratio of 6.45 and a beta of 1.77. The company has a debt-to-equity ratio of 0.89, a current ratio of 5.71 and a quick ratio of 2.35. The company's 50-day simple moving average is $29.40 and its 200-day simple moving average is $30.99.

Aaron's (NYSE:PRG - Get Free Report) last announced its quarterly earnings data on Wednesday, July 23rd. The company reported $1.02 EPS for the quarter, beating the consensus estimate of $0.79 by $0.23. Aaron's had a net margin of 8.53% and a return on equity of 22.54%. The firm had revenue of $604.66 million during the quarter, compared to analysts' expectations of $586.25 million. During the same quarter last year, the business earned $0.92 earnings per share. The business's revenue for the quarter was up 2.1% compared to the same quarter last year. Sell-side analysts anticipate that Aaron's will post 3.45 earnings per share for the current year.

Aaron's Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 3rd. Investors of record on Tuesday, May 20th were paid a $0.13 dividend. This represents a $0.52 annualized dividend and a dividend yield of 1.59%. The ex-dividend date of this dividend was Tuesday, May 20th. Aaron's's dividend payout ratio (DPR) is 10.28%.

Insider Activity

In related news, CFO Brian Garner acquired 3,500 shares of Aaron's stock in a transaction that occurred on Tuesday, May 13th. The stock was purchased at an average price of $28.93 per share, for a total transaction of $101,255.00. Following the completion of the purchase, the chief financial officer directly owned 132,597 shares of the company's stock, valued at approximately $3,836,031.21. This trade represents a 2.71% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Steven A. Michaels acquired 14,000 shares of Aaron's stock in a transaction that occurred on Monday, May 12th. The stock was bought at an average price of $29.03 per share, with a total value of $406,420.00. Following the purchase, the chief executive officer directly owned 559,641 shares of the company's stock, valued at approximately $16,246,378.23. This trade represents a 2.57% increase in their ownership of the stock. The disclosure for this purchase can be found here. 3.21% of the stock is owned by company insiders.

Institutional Trading of Aaron's

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Millennium Management LLC increased its holdings in Aaron's by 62.7% during the 1st quarter. Millennium Management LLC now owns 673,405 shares of the company's stock valued at $17,913,000 after acquiring an additional 259,630 shares in the last quarter. Goldman Sachs Group Inc. increased its holdings in Aaron's by 5.4% during the 1st quarter. Goldman Sachs Group Inc. now owns 313,611 shares of the company's stock valued at $8,342,000 after acquiring an additional 16,126 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in Aaron's by 6.1% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 131,423 shares of the company's stock valued at $3,496,000 after acquiring an additional 7,542 shares in the last quarter. Royal Bank of Canada increased its holdings in Aaron's by 23.4% during the 1st quarter. Royal Bank of Canada now owns 35,910 shares of the company's stock valued at $955,000 after acquiring an additional 6,807 shares in the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in Aaron's by 5.0% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 24,363 shares of the company's stock valued at $648,000 after acquiring an additional 1,162 shares in the last quarter. Institutional investors and hedge funds own 97.92% of the company's stock.

About Aaron's

PROG Holdings, Inc NYSE: PRG is a financial technology holding company based in Salt Lake City, Utah with three business segments: Progressive Leasing, which offers lease-to-own transactions primarily to credit-challenged consumers through e-commerce and point-of-sale retail partners, via online, mobile, and in-store solutions; Vive Financial, which provides consumers who may not qualify for traditional prime lending with a variety of second-look, revolving credit products through private label and branded credit cards; and Four Technologies, which provides consumers of all credit backgrounds Buy Now, Pay Later (BNPL) options through four interest-free installments via its platform, Four.