SCHEDULE: FMR LLC Discloses 9.0% Stake in Upbound Group
Beneficial Ownership Report
FMR LLC and its affiliates, including Abigail P. Johnson, reported a 9.0% beneficial ownership stake in Upbound Group Inc. as of December 31, 2025.
Summary
- FMR LLC and Abigail P. Johnson, through various affiliated entities, beneficially own 5,197,355.75 shares of Upbound Group Inc. common stock.
- This aggregate amount represents 9.0% of the total outstanding common stock of Upbound Group Inc.
- FMR LLC holds sole voting power over 5,193,467.00 shares and sole dispositive power over 5,197,355.75 shares.
- Abigail P. Johnson, as a Director, Chairman, and CEO of FMR LLC, is deemed to have shared dispositive power over the same 5,197,355.75 shares.
- The shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of Upbound Group Inc.
- Key entities within FMR LLC that beneficially own shares include FIAM LLC, Fidelity Management & Research Company LLC (which owns 5% or greater), and Strategic Advisers LLC.
Sentiment
Score: 7
Explanation: StockSavvy.ai views this as a moderately positive signal, as a large, established institutional investor like FMR LLC maintaining a significant stake suggests confidence in the company's value and future, without indicating any immediate activist intent.
Positives
- A significant institutional investor like FMR LLC (Fidelity) maintaining a 9.0% stake in Upbound Group Inc. signals continued confidence in the company's value and long-term prospects.
- The explicit statement that the shares are held in the ordinary course of business and not for control purposes suggests a stable, non-activist investment approach.
Future Outlook
NA
Industry Context
StockSavvy.ai notes that a 9.0% stake by a major asset manager like FMR LLC (Fidelity) indicates significant institutional confidence in Upbound Group Inc.'s long-term prospects, potentially signaling stability or growth potential within its sector. Such a substantial, non-activist position can be viewed favorably by the market.
Stakeholder Impact
- Shareholders may perceive the continued significant institutional ownership by FMR LLC as a positive indicator of the company's stability and potential for long-term value appreciation.
Key Dates
| Date | Description |
|---|---|
| 01/03/2023 | Effective date of Power of Attorney for FMR LLC and its direct and indirect subsidiaries. |
| 01/10/2023 | Filing date for FMR LLC's Power of Attorney (Exhibit 24 to Schedule 13G). |
| 01/26/2023 | Effective date of Power of Attorney for Abigail P. Johnson. |
| 01/31/2023 | Filing date for Abigail P. Johnson's Power of Attorney (Exhibit 24 to Schedule 13G). |
| 12/31/2025 | Date of event which requires filing of this statement (snapshot date for beneficial ownership). |
| 02/04/2026 | Agreement and signature date for the joint filing of this Schedule 13G. |
Recommendation
holdFMR LLC's continued 9.0% beneficial ownership in Upbound Group Inc. suggests a sustained institutional belief in the company's value. While this indicates confidence, the filing itself does not provide new operational or financial data to warrant a change from a 'hold' position, but rather reinforces a stable long-term outlook from a major investor.
Keywords
Upbound Group, FMR LLC, Abigail P. Johnson, beneficial ownership, Schedule 13G, institutional investor, common stock, investment
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