PROG Holdings, Inc. (PRG)
NYSE · Business Services · Services-Equipment Rental & Leasing, NEC
- Price
- $32.27
- Day
- -5.64%
- Market cap
- $1.29B
- P/E
- 8.8
Close 2026-09-23.
The company
Overview PROG Holdings is a financial technology holding company that provides transparent and competitive payment options to consumers. PROG Holdings' operating segments include Progressive Leasing, an in-store, app-based, and e-commerce point-of-sale lease-to-own solutions provider, and Four Technologies, Inc. ("Four"), a modern, cloud-native mobile app which offers Buy Now, Pay Later ("BNPL") payment options to consumers through the Four platform. PROG Holdings also owns MoneyApp, a mobile application that offers customers interest-free cash advances. Many of our customers fall within the near-prime or subprime Fair Isaac and Company ("FICO") score categories and may have difficulty purchasing big-ticket and other durable goods they desire. The unified financial technologies ecosystem we continue to build, which we have expanded through our recent acquisition of Purchasing Power (as described below) provides these underserved customers with alternatives to traditional financing options. The Progressive Leasing segment comprised approximately 96% of our consolidated revenues for the year ended December 31, 2025. Progressive Leasing provides consumers with lease-purchase solutions for merchandise, including furniture, appliances, electronics, mobile phones and accessories, jewelry, mattresses, and automobile electronics and accessories from leading traditional and e-commerce retailers (whom we refer to as our point-of-sale partners, "POS partners," or "retail partners").
From Item 1: Overview.
By product & service
- Lease Revenues and Fees — 96%
- Other Revenues — 4%
Institutional holders
Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.
- BlackRock, Inc. — $205.37M
- VANGUARD PORTFOLIO MANAGEMENT LLC — $116.96M
- STATE STREET CORP — $80.39M
- VANGUARD CAPITAL MANAGEMENT LLC — $79.46M
- BlackRock, Inc. — $62.82M
- Allianz Asset Management GmbH — $56.54M
- DIMENSIONAL FUND ADVISORS LP — $56.52M
- FMR LLC — $53.7M
Insider trades
Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.
- Sewell George M (CAO, SVP Fin Rep) sold 2,000 shares at $45.53 on 2026-08-05
- King Michael Todd (Chief Legal and Compliance Off) sold 1,070 shares at $46.00 on 2026-08-05
- King Michael Todd (Chief Legal and Compliance Off) sold 930 shares at $46.00 on 2026-08-04
- Garner Brian (Chief Financial Officer) bought 3,500 shares at $28.93 on 2025-05-13
- Michaels Steven A (President and CEO) bought 14,000 shares at $29.03 on 2025-05-12
- Michaels Steven A (President and CEO) bought 1,000 shares at $29.03 on 2025-05-12
Recent filings
- 4 — 2026-08-06
- 4 — 2026-08-06
- 8-K — 2026-08-05
- 144 — 2026-08-05
- 144 — 2026-08-05
- 144 — 2026-08-04
- S-8 — 2026-07-31
- SCHEDULE 13G — 2026-07-31
- 10-Q — 2026-07-30
- 8-K — 2026-07-29