FirstCashFCFS
About: FirstCash Holdings Inc operates pawn stores in the United States and Latin America. Its primary business involves making small loans secured by personal property. The the company has three reportable segments: U.S. pawn; Latin America pawn; and Retail POS payment solutions (AFF). It derives majority revenue from U.S. Pawn segment. These pawn loans give the borrower the option of either repaying the loans with interest or forfeiting the property without further penalty. Close to 30% of total company revenue comes from interest earned on the loans. Close to 70% of total revenue comes from reselling forfeited property in the company's retail stores.
Employees: 19,000
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
865% more call options, than puts
Call options by funds: $18.5M | Put options by funds: $1.92M
10% more capital invested
Capital invested by funds: $3.94B [Q2] → $4.34B (+$400M) [Q3]
1.91% more ownership
Funds ownership: 82.56% [Q2] → 84.47% (+1.91%) [Q3]
0% more funds holding
Funds holding: 321 [Q2] → 321 (+0) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 5 [Q2] → 5 (+0) [Q3]
0% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 46
3% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 115
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Stephens & Co. Kyle Joseph 17% 1-year accuracy 1 / 6 met price target | 33%upside $137 | Overweight Initiated | 13 Nov 2024 |
TD Cowen Moshe Orenbuch 64% 1-year accuracy 9 / 14 met price target | 26%upside $130 | Buy Maintained | 28 Oct 2024 |