Key Highlights

  • Upbound's $0.39 quarterly Dividend for the fourth quarter of 2026 has an October 6 ex-dividend date and is payable October 27.
  • Second-quarter Revenue was $1,163.4 million, up 0.5%, and GAAP net Earnings were $21.6 million, or $0.37 per diluted share.
  • Non-GAAP diluted EPS was $1.07, and Adjusted EBITDA was $127.0 million, down 4.6% from a year earlier.
  • Brigit revenue rose 37% to $71 million, with approximately 1.7 million paying subscribers, up approximately 30%.

Upbound Group, Inc.'s (NASDAQ:UPBD) $0.39 quarterly dividend yields 9.81% and sits beside second-quarter GAAP diluted EPS of $0.37 and non-GAAP diluted EPS of $1.07. The Board approved the dividend on September 24, 2026, at the same $0.39 declared in each earlier quarter of 2026. The company's 10-Q records cash dividends declared of $0.39 per common share for the first quarter and for the second quarter.

Dividend Program and Shareholder Returns

Upbound's Board approved a quarterly Cash Dividend of $0.39 for the fourth quarter of 2026. It will be paid October 27, 2026 to common stockholders of record as of the close of Business on October 6.

The company's third quarter 2026 dividend of $0.39 was paid July 7, 2026. The 10-Q states that cash dividends are paid in the quarter after declaration. Future dividends remain subject to Board approval and the company's financial condition, liquidity, Debt covenants and Capital requirements.

About the Company

Upbound, based in Plano, Texas, is a technology and data-driven provider of accessible and inclusive financial solutions for underserved consumers. Its operating units are Acima, Brigit and Rent-A-Center, with more than 2,300 company-branded retail units across the United States, Mexico and Puerto Rico.

Financial Performance Behind the Payout

Upbound reported second-quarter consolidated revenue of $1,163.4 million, an increase of $5.9 million, or 0.5%. GAAP operating profit was $54.3 million, a 4.7% Margin versus 4.4%. GAAP net earnings were $21.6 million versus $15.5 million, and GAAP diluted EPS was $0.37 versus $0.26.

Adjusted EBITDA, a non-GAAP measure, was $127.0 million, down 4.6%, and non-GAAP diluted EPS was $1.07, down approximately 4%. Net cash provided by Operating Activities was approximately $123 million, and free Cash Flow was $84 million.

By unit, Acima revenue was $604 million with its Lease charge-off rate below 9%. Rent-A-Center revenue was $466 million, with same-store sales up approximately 160 basis points for a third consecutive quarter of growth. Brigit revenue was $71 million, with paying subscribers of approximately 1.7 million.

A New Operating Structure

On September 22, Upbound announced a newly created Chief Operating Officer role intended to unify its business segments under a single leader, and named a new Senior Vice President and Head of Brigit. The COO will lead strategic alignment and execution across Acima, Brigit and Rent-A-Center.

Outlook

Upbound's 2026 outlook is consolidated revenue of $4.70 billion to $4.85 billion, narrowed from $4.70 billion to $4.95 billion, Adjusted EBITDA of $500 million to $535 million and non-GAAP diluted EPS of $4.00 to $4.35, both reaffirmed. Third-quarter guidance is revenue of $1.05 billion to $1.15 billion, Adjusted EBITDA of $105 million to $115 million and non-GAAP diluted EPS of $0.85 to $0.95. Brigit subscriber growth, lease charge-off rates and Operating Cash Flow are the measures reported alongside that guidance.