Aaron's Holdings Company, Inc. $PRG is Breach Inlet Capital Management LLC's 5th Largest Position

Key Points

• Breach Inlet Capital Management LLC increased its stake in Aaron's Holdings by 140.7%, now owning 703,849 shares, making Aaron's the investment firm's 5th largest holding.
• Aaron's reported $1.02 EPS for the last quarter, exceeding analysts' expectations and guiding for Q3 2025 EPS of 0.700-0.750.
• The company's dividend of $0.13 per share will be paid on September 4th, representing a 1.5% yield and a payout ratio of 10.28%.

Breach Inlet Capital Management LLC increased its holdings in shares of Aaron's Holdings Company, Inc. (NYSE:PRG - Free Report) by 140.7% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 703,849 shares of the company's stock after purchasing an additional 411,459 shares during the period. Aaron's makes up about 10.7% of Breach Inlet Capital Management LLC's holdings, making the stock its 5th biggest position. Breach Inlet Capital Management LLC owned 1.74% of Aaron's worth $18,722,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Caitong International Asset Management Co. Ltd boosted its holdings in Aaron's by 785.6% in the first quarter. Caitong International Asset Management Co. Ltd now owns 1,045 shares of the company's stock worth $28,000 after acquiring an additional 927 shares in the last quarter. PNC Financial Services Group Inc. boosted its holdings in Aaron's by 13.8% in the first quarter. PNC Financial Services Group Inc. now owns 3,411 shares of the company's stock worth $91,000 after acquiring an additional 413 shares in the last quarter. Squarepoint Ops LLC bought a new position in Aaron's in the fourth quarter worth approximately $235,000. State of Wyoming boosted its holdings in Aaron's by 10.9% in the fourth quarter. State of Wyoming now owns 5,694 shares of the company's stock worth $241,000 after acquiring an additional 560 shares in the last quarter. Finally, PharVision Advisers LLC bought a new position in shares of Aaron's in the fourth quarter valued at approximately $288,000. Institutional investors own 97.92% of the company's stock.

Aaron's Stock Performance

Shares of PRG traded down $0.20 on Friday, reaching $35.28. 319,844 shares of the company's stock traded hands, compared to its average volume of 320,228. The company has a current ratio of 5.71, a quick ratio of 2.82 and a debt-to-equity ratio of 0.89. The stock has a market cap of $1.39 billion, a PE ratio of 6.97 and a beta of 1.77. The stock's 50 day simple moving average is $32.04 and its two-hundred day simple moving average is $29.17. Aaron's Holdings Company, Inc. has a 52-week low of $23.50 and a 52-week high of $50.28.

Aaron's (NYSE:PRG - Get Free Report) last issued its quarterly earnings results on Wednesday, July 23rd. The company reported $1.02 EPS 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 company had revenue of $604.66 million during the quarter, compared to the consensus estimate of $586.25 million. During the same period last year, the business posted $0.92 earnings per share. Aaron's's revenue was up 2.1% on a year-over-year basis. Aaron's has set its Q3 2025 guidance at 0.700-0.750 EPS. FY 2025 guidance at 3.200-3.350 EPS. On average, analysts forecast that Aaron's Holdings Company, Inc. will post 3.45 earnings per share for the current fiscal year.

Aaron's Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, September 4th. Shareholders of record on Tuesday, August 19th were given a $0.13 dividend. This represents a $0.52 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend was Tuesday, August 19th. Aaron's's dividend payout ratio (DPR) is currently 10.28%.

Analyst Ratings Changes

A number of research analysts have recently weighed in on the company. 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 report on Monday, July 14th. Wall Street Zen upgraded Aaron's from a "hold" rating to a "buy" rating in a report on Saturday. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $41.00.

Aaron's 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.