PRGNYSEServices-Equipment Rental & Leasing, NECFiscal year ends December 31
PROG Holdings, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$30.83−0.16 (-0.52%)
Close on Oct 19, 2026
- Market cap
- $1.26B
- P/E (TTM)
- 8.5
- Dividend yield
- 1.69%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
42M of 40M shares
Institutional holders
293
52 new, 27 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $183.06K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 6,221,626 | 15.30% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 2,512,510 | 6.27% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 2,003,701 | 5.00% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PRG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,844,139 | 17.18% | $319.01M | +616,339 | 0.00% |
| Vanguard Portfolio Management LLC | 2,509,265 | 6.30% | $116.96M | +39,907 | 0.01% |
| State Street Corp | 1,725,503 | 4.33% | $80.39M | +56,684 | 0.00% |
| Vanguard Capital Management LLC | 1,704,829 | 4.28% | $79.46M | +31,142 | 0.00% |
| Allianz Asset Management GmbH | 1,491,345 | 3.74% | $64.53M | +123,880 | 0.06% |
| Dimensional Fund Advisors LP | 1,327,887 | 3.33% | $61.89M | +72,052 | 0.01% |
| Lsv Asset Management | 1,166,730 | 2.93% | $54.38K | −11,844 | 0.10% |
| FMR LLC | 1,166,595 | 2.93% | $54.37M | +9,277 | 0.00% |
| Morgan Stanley | 1,051,216 | 2.64% | $49.00M | +128,139 | 0.00% |
| Geode Capital Management, LLC | 1,011,728 | 2.54% | $47.17M | +43,539 | 0.00% |
| Breach Inlet Capital Management, LLC | 923,017 | 2.32% | $43.02M | −84,143 | 14.34% |
| First Trust Advisors LP | 886,011 | 2.22% | $41.30M | +45,982 | 0.02% |
| Northern Trust Corp | 715,150 | 1.80% | $33.33M | +214,814 | 0.00% |
| Wellington Management Group Llp | 697,324 | 1.75% | $32.50M | +77,291 | 0.01% |
| Azora Capital LP | 690,331 | 1.73% | $32.18M | −276,245 | 1.36% |
| Jacobs Levy Equity Management, Inc | 682,112 | 1.71% | $31.79M | −102,980 | 0.11% |
| Bank of New York Mellon Corp | 670,015 | 1.68% | $31.23M | +57,414 | 0.01% |
| American Century Companies Inc | 651,641 | 1.64% | $30.37M | −257,411 | 0.01% |
| Charles Schwab Investment Management Inc | 649,845 | 1.63% | $30.29M | −72,017 | 0.00% |
| JPMorgan Chase & Co | 638,011 | 1.60% | $29.49M | −56,697 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 293 | 42M | 100.0% | 52 / 102 | 98 / 27 | 5M | 4M |
| Q1 2026 | 273 | 41M | 100.0% | 40 / 106 | 93 / 41 | 10M | 5M |
| Q4 2025 | 279 | 41M | 100.0% | 43 / 114 | 90 / 33 | 6M | 4M |
| Q3 2025 | 272 | 40M | 100.0% | 47 / 98 | 94 / 27 | 5M | 3M |
| Q2 2025 | 253 | 38M | 95.8% | 40 / 93 | 92 / 43 | 3M | 4M |
| Q1 2025 | 257 | 40M | 99.7% | 40 / 101 | 87 / 42 | 5M | 6M |
| Q4 2024 | 264 | 41M | 100.0% | 34 / 92 | 104 / 40 | 4M | 3M |
| Q3 2024 | 271 | 40M | 100.0% | 48 / 76 | 116 / 27 | 12M | 5M |
| Q2 2024 | 252 | 41M | 100.0% | 50 / 82 | 91 / 24 | 3M | 5M |
| Q1 2024 | 228 | 44M | 100.0% | 38 / 59 | 100 / 34 | 4M | 4M |
| Q4 2023 | 226 | 44M | 100.0% | 33 / 77 | 92 / 38 | 6M | 5M |
| Q3 2023 | 233 | 43M | 100.0% | 34 / 81 | 88 / 20 | 2M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PRG | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2,414,399 | 6.06% | $112.54M | 0.10% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,204,978 | 3.03% | $56.16M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,016,852 | 2.55% | $47.40M | 0.06% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 872,468 | 2.19% | $40.67M | 0.02% | Jun 30, 2026 |
| PIMCO RAE US Small Fund | 785,170 | 1.97% | $36.60M | 0.97% | Jun 30, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 693,506 | 1.74% | $32.32M | 0.28% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 691,404 | 1.74% | $25.42M | 0.09% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 552,959 | 1.39% | $25.77M | 0.04% | Jun 30, 2026 |
| Fidelity Value Fund | 538,514 | 1.35% | $23.71M | 0.23% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 460,944 | 1.16% | $21.48M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 433,659 | 1.09% | $19.09M | 0.06% | Jul 31, 2026 |
| SMALLCAP World Fund Inc | 379,706 | 0.95% | $17.70M | 0.02% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 366,535 | 0.92% | $17.08M | 0.10% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 344,966 | 0.87% | $16.08M | 0.20% | Jun 30, 2026 |
| Vanguard Tax-Managed Small-Cap Fund | 262,745 | 0.66% | $12.25M | 0.11% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Steven A. Michaels | Chairman, President and CEO, Director | 782,878 | 1.97% | May 8, 2026 |
| Michael Todd King | Chief Legal and Compliance Off | 60,825 | 0.15% | Aug 6, 2026 |
| George M. Sewell | CAO, SVP Fin Rep | 28,562 | 0.07% | Aug 6, 2026 |
| Lee A. Wright | President - Purchasing Power | 50,000 | 0.13% | May 8, 2026 |
| Brian Garner | Chief Financial Officer | 143,828 | 0.36% | Mar 9, 2026 |
| Cynthia N. Day | Director | 49,625 | 0.12% | May 8, 2026 |
| Daniela Mielke | Director | 13,682 | 0.03% | May 8, 2026 |
| Ray M. Robinson | Director | 52,850 | 0.13% | May 8, 2026 |
| Robert K. Julian | Director | 13,682 | 0.03% | May 8, 2026 |
| Douglas C. Curling | Director | 57,183 | 0.14% | May 8, 2026 |
| James P. Smith | Director | 27,707 | 0.07% | May 8, 2026 |
| Ramon Michael Martinez | Director | 27,537 | 0.07% | May 8, 2026 |
| Caroline Sio-Chin Sheu | Director | 29,187 | 0.07% | May 8, 2026 |
| Curtis Linn Doman | Director | 202,145 | 0.51% | Mar 9, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| George M. Sewell CAO, SVP Fin Rep | Aug 5, 2026 | Sale | −2,000 | $45.53 | $91.06K | 28,385 |
| Michael Todd King Chief Legal and Compliance Off | Aug 5, 2026 | Sale | −1,070 | $46.00 | $49.22K | 60,825 |
| Michael Todd King Chief Legal and Compliance Off | Aug 4, 2026 | Sale | −930 | $46.00 | $42.78K | 61,895 |
| Robert K. Julian Director | May 6, 2026 | Award | +4,953 | $36.34 | $179.99K | 13,682 |
| Steven A. Michaels Chairman, President and CEO, Director | May 6, 2026 | Award | +137,590 | – | – | 772,878 |
| Ray M. Robinson Director | May 6, 2026 | Award | +4,953 | $36.34 | $179.99K | 52,850 |
| Ramon Michael Martinez Director | May 6, 2026 | Award | +4,953 | $36.34 | $179.99K | 27,537 |
| Cynthia N. Day Director | May 6, 2026 | Award | +4,953 | $36.34 | $179.99K | 49,625 |
| Caroline Sio-Chin Sheu Director | May 6, 2026 | Award | +4,953 | $36.34 | $179.99K | 29,187 |
| Douglas C. Curling Director | May 6, 2026 | Award | +4,953 | $36.34 | $179.99K | 57,183 |
| Daniela Mielke Director | May 6, 2026 | Award | +4,953 | $36.34 | $179.99K | 13,682 |
| James P. Smith Director | May 6, 2026 | Award | +4,953 | $36.34 | $179.99K | 27,707 |
| Steven A. Michaels President and CEO, Director | Mar 6, 2026 | Tax withholding | −41,759 | $33.26 | $1.39M | 635,288 |
| Curtis Linn Doman Director | Mar 6, 2026 | Tax withholding | −491 | $33.26 | $16.33K | 27,621 |
| Michael Todd King Chief Legal and Compliance Off | Mar 6, 2026 | Tax withholding | −5,067 | $33.26 | $168.53K | 62,825 |
| George M. Sewell Principal Acct Off, VP Fin Rep | Mar 6, 2026 | Tax withholding | −965 | $33.26 | $32.10K | 30,385 |
| Brian Garner Chief Financial Officer | Mar 6, 2026 | Tax withholding | −13,418 | $33.26 | $446.28K | 143,828 |
| Michael Todd King Chief Legal and Compliance Off | Mar 2, 2026 | Tax withholding | −2,663 | $33.56 | $89.37K | 67,892 |
| Steven A. Michaels President and CEO, Director | Mar 2, 2026 | Tax withholding | −21,545 | $33.56 | $723.05K | 677,047 |
| George M. Sewell Principal Acct Off, VP Fin Rep | Mar 2, 2026 | Tax withholding | −752 | $33.56 | $25.24K | 31,350 |
| Brian Garner Chief Financial Officer | Mar 2, 2026 | Tax withholding | −5,983 | $33.56 | $200.79K | 157,246 |
| Michael Todd King Chief Legal and Compliance Off | Feb 27, 2026 | Tax withholding | −2,775 | $35.21 | $97.71K | 70,555 |
| Curtis Linn Doman Director | Feb 27, 2026 | Tax withholding | −3,449 | $35.21 | $121.44K | 28,112 |
| Steven A. Michaels President and CEO, Director | Feb 27, 2026 | Tax withholding | −24,826 | $35.21 | $874.12K | 698,592 |
| George M. Sewell Principal Acct Off, VP Fin Rep | Feb 27, 2026 | Tax withholding | −1,074 | $35.21 | $37.82K | 32,102 |
| Brian Garner Chief Financial Officer | Feb 27, 2026 | Tax withholding | −7,609 | $35.21 | $267.91K | 163,229 |
| George M. Sewell Principal Acct Off, VP Fin Rep | Feb 24, 2026 | Award | +12,751 | – | – | 30,816 |
| George M. Sewell Principal Acct Off, VP Fin Rep | Feb 24, 2026 | Award | +2,360 | $37.08 | $87.51K | 33,176 |
| Michael Todd King Chief Legal and Compliance Off | Feb 24, 2026 | Award | +7,859 | – | – | 63,675 |
| Michael Todd King Chief Legal and Compliance Off | Feb 24, 2026 | Award | +9,655 | $37.08 | $358.01K | 73,330 |
| Brian Garner Chief Financial Officer | Feb 24, 2026 | Award | +15,909 | – | – | 149,132 |
| Brian Garner Chief Financial Officer | Feb 24, 2026 | Award | +21,706 | $37.08 | $804.86K | 170,838 |
| Steven A. Michaels President and CEO, Director | Feb 24, 2026 | Option exercise | +41,796 | $20.88 | $872.70K | 753,899 |
| Steven A. Michaels President and CEO, Director | Feb 24, 2026 | Tax withholding | −30,481 | $37.83 | $1.15M | 723,418 |
| Steven A. Michaels President and CEO, Director | Feb 24, 2026 | Award | +64,725 | – | – | 624,992 |
| Steven A. Michaels President and CEO, Director | Feb 24, 2026 | Award | +87,111 | $37.08 | $3.23M | 712,103 |
| Curtis Linn Doman Director | Feb 24, 2026 | Award | +4,046 | – | – | 31,561 |
| Brian Garner Chief Financial Officer | May 13, 2025 | Buy | +3,500 | $28.93 | $101.26K | 132,597 |
| Steven A. Michaels President and CEO, Director | May 12, 2025 | Buy | +1,000 | $29.03 | $29.03K | 10,000 |
| Steven A. Michaels President and CEO, Director | May 12, 2025 | Buy | +14,000 | $29.03 | $406.42K | 559,641 |
| James P. Smith Director | May 7, 2025 | Award | +5,592 | $26.82 | $149.98K | 22,460 |
| Caroline Sio-Chin Sheu Director | May 7, 2025 | Award | +5,592 | $26.82 | $149.98K | 23,942 |
| Ramon Michael Martinez Director | May 7, 2025 | Award | +5,592 | $26.82 | $149.98K | 22,292 |
| Douglas C. Curling Director | May 7, 2025 | Award | +5,592 | $26.82 | $149.98K | 51,644 |
| Daniela Mielke Director | May 7, 2025 | Award | +5,592 | $26.82 | $149.98K | 8,701 |
| Cynthia N. Day Director | May 7, 2025 | Award | +5,592 | $26.82 | $149.98K | 44,058 |
| Robert K. Julian Director | May 7, 2025 | Award | +5,592 | $26.82 | $149.98K | 8,701 |
| Ray M. Robinson Director | May 7, 2025 | Award | +5,592 | $26.82 | $149.98K | 47,283 |
| Curtis Linn Doman Director | Mar 7, 2025 | Tax withholding | −1,979 | $28.15 | $55.71K | 27,131 |
| Brian Garner Chief Financial Officer | Mar 7, 2025 | Tax withholding | −12,083 | $28.15 | $340.14K | 129,097 |
| Michael Todd King Chief Legal and Compliance Off | Mar 7, 2025 | Tax withholding | −2,901 | $28.15 | $81.66K | 55,147 |
| George M. Sewell Principal Acct Off, VP Fin Rep | Mar 7, 2025 | Tax withholding | −1,277 | $28.15 | $35.95K | 17,439 |
| Steven A. Michaels President and CEO, Director | Mar 7, 2025 | Tax withholding | −38,634 | $28.15 | $1.09M | 545,641 |
| Curtis Linn Doman Director | Feb 28, 2025 | Tax withholding | −3,495 | $28.37 | $99.15K | 29,110 |
| George M. Sewell Principal Acct Off, VP Fin Rep | Feb 28, 2025 | Tax withholding | −973 | $28.37 | $27.60K | 18,715 |
| Michael Todd King Chief Legal and Compliance Off | Feb 28, 2025 | Tax withholding | −1,830 | $28.37 | $51.92K | 58,048 |
| Brian Garner Chief Financial Officer | Feb 28, 2025 | Tax withholding | −7,618 | $28.37 | $216.12K | 141,179 |
| Steven A. Michaels President and CEO, Director | Feb 28, 2025 | Tax withholding | −24,826 | $28.37 | $704.31K | 584,275 |
| Caroline Sio-Chin Sheu Director | Feb 26, 2025 | Buy | +1,650 | $28.01 | $46.22K | 18,291 |
| Michael Todd King Chief Legal and Compliance Off | Feb 25, 2025 | Award | +8,550 | – | – | 45,881 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Michael Todd King Officer | Aug 5, 2026 | 1,070 | $49.22K | Aug 5, 2026 | Restricted Stock Vesting |
| George M. Sewell Officer | Aug 5, 2026 | 2,000 | $91.06K | Aug 5, 2026 | ESPP Purchase |
| Michael Todd King Officer | Aug 4, 2026 | 930 | $42.78K | Aug 4, 2026 | Restricted Stock Vesting |
| Curtis Linn Doman Director | Nov 12, 2024 | 62,815 | $3.06M | Nov 11, 2024 | stock award |
| Brian Garner Officer | Nov 12, 2024 | 15,484 | $750.97K | Nov 12, 2024 | GRANT FROM ISSUER |
| George M. Sewell Officer | Nov 12, 2024 | 3,500 | $171.09K | Nov 12, 2024 | Vesting of Stock Awards |
| Curtis Linn Doman Director | Nov 8, 2024 | 13,601 | $651.16K | Nov 8, 2024 | stock award |
| Michael Todd King Officer | Nov 8, 2024 | 1,500 | $70.46K | Nov 8, 2024 | Vesting of Stock Awards |
| Steven A. Michaels Officer | Nov 8, 2024 | 27,324 | $1.29M | Nov 8, 2024 | Exercise of a Stock Option Granted March 2015 |
| Curtis Linn Doman Director | Nov 7, 2024 | 3,584 | $171.46K | Nov 7, 2024 | Stock Award |
| Steven A. Michaels Officer | Nov 7, 2024 | 46,494 | $2.31M | Nov 7, 2024 | Stock Award |