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

Aaron's (NYSE:PRG - Get Free Report) issued an update on its third quarter 2025 earnings guidance on Wednesday morning. 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.

Aaron's Trading Up 0.1%

Aaron's stock traded up $0.03 during midday trading on Friday, reaching $32.66. The stock had a trading volume of 544,548 shares, compared to its average volume of 508,422. Aaron's has a twelve month low of $23.50 and a twelve month high of $50.28. The stock has a market capitalization 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 quick ratio of 2.35 and a current ratio of 5.71. The stock's 50-day simple moving average is $29.35 and its 200 day simple moving average is $31.13.

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

Aaron's Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 3rd. Investors of record on Tuesday, May 20th were issued a $0.13 dividend. This represents a $0.52 dividend on an annualized basis and a yield of 1.59%. The ex-dividend date was Tuesday, May 20th. Aaron's's payout ratio is currently 10.66%.

Analyst Upgrades and Downgrades

PRG has been the topic of several research reports. KeyCorp cut their price objective on Aaron's from $50.00 to $45.00 and set an "overweight" rating on the stock in a research report on Thursday, April 24th. Loop Capital dropped their target price on 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, BTIG Research lowered 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. One investment analyst has rated the stock with a sell rating, one has given a hold rating, four have assigned a buy rating and one has assigned a strong buy rating to the company's stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $41.86.

Insider Transactions at Aaron's

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

Institutional Trading of Aaron's

Hedge funds and other institutional investors have recently bought and sold shares of the company. Caxton Associates LLP bought a new stake in Aaron's in the first quarter valued at about $233,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in Aaron's by 5.0% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 24,363 shares of the company's stock valued at $648,000 after buying an additional 1,162 shares during the last quarter. Royal Bank of Canada increased its holdings in Aaron's by 23.4% in the first quarter. Royal Bank of Canada now owns 35,910 shares of the company's stock valued at $955,000 after buying an additional 6,807 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in Aaron's by 6.1% in the first 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 buying an additional 7,542 shares during the last quarter. Finally, Goldman Sachs Group Inc. increased its holdings in Aaron's by 5.4% in the first quarter. Goldman Sachs Group Inc. now owns 313,611 shares of the company's stock valued at $8,342,000 after buying an additional 16,126 shares during the last quarter. 97.92% of the stock is owned by institutional investors.

Aaron's Company Profile

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.