PROG Holdings, Inc. (PRG)

From the record

PROG Holdings, Inc.'s filings since 2020 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

PROG Holdings, Inc.'s 8 filed years say what it did: revenue went from $2.0 billion in fiscal 2018 to $2.4 billion in fiscal 2025, up 2.4% a year; it rose in 5 of 7 years; the deepest fall was 13% from fiscal 2021 to fiscal 2023; net income was positive in 7 of 8 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, PROG Holdings, Inc.'s diluted share count shrank about 7.8% a year, and dividends and buybacks returned about 55% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 3 sales and 0 purchases of their own stock on the open market in the year to 2026-11-05 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, PROG Holdings, Inc. earned about 20 cents of profit for every dollar of shareholders' money. Leverage: it owed about 54 cents per dollar of assets, and net share issuance: its share count shrank 6.2% over the year (the filed statements).

From the record

PROG Holdings, Inc.'s standing among 10 graded names in its industry family: revenue of $2.4 billion in fiscal 2025 ranks in the bottom 45% by size; a net margin of 6.1% ranks in the top 45%; revenue growth of -2.5% a year over the last 3 filed years ranks in the bottom 15% (its annual reports).

From the record

PROG Holdings, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Michaels, Steven A (Chairman, President and CEO, as filed), filing under that title since 2020-12-14, 5.9 years (top 42% of its family); the 14 officers and directors filing in the last fifteen months have been on the record a median of 5.4 years (bottom 30%); 3 officer or director changes were reported on Form 8-K since 2023-11-13, against the 14 people in charge now (top 31%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

PROG Holdings, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $309 million against debt of $595 million leaves -17.8% of its assets as net cash, top 45% of its family; cash from operations less capital spending is 13.5% of revenue (bottom 45%) (its annual report).

From the record

PROG Holdings, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew -2.5% a year over the last three filed years against 2.4% over all 8, slowing (bottom 25% of its family); the newest year grew 0.4% (bottom 5%); capital spending grew 1.3% a year (top 50%) (its annual reports). PROG Holdings, Inc. reported 2 product lines in fiscal 2025: Lease Revenues and Fees at $2.3 billion (96%), Other Revenues at $86 million (4%); 1 of 2 grew against the year before (its annual report).

From the record

PROG Holdings, Inc.'s newest year against its own record: revenue of $2.4 billion in fiscal 2025 came in 4.5% above the $2.3 billion its prior three years' pace pointed to (top 44% of its family); net income of $147 million against a prior three-year average of $145 million (bottom 44%); a net margin of 6.1% against 6% before (top 44%) (its annual reports).