FC

FCFS FIRSTCASH HOLDINGS INC

2026Q2 · CUSIP 33768G107 · Sector: Consumer

Piling in

Net holder growth ranks near the top of the market

Funds that own it
502
Institutions that reported holding it to the SEC
Net increase in holders
+36
Last quarter 466 → now 502
How unusual is that
Top 20%
Stronger buying than 88% of US stocks
What the filings say, in one paragraph

502 funds held FCFS at the end of 2026Q2, up 36 from the quarter before. That is stronger buying than 87.8% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $4.3B(YoY +22.9%), the P/E is 19.0x, return on equity is 17.9%. FCFS has had 10 buying rushes in its history, and the price moved +14.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Consumer sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2016Q2: holders=1 2016Q3: holders=2 2016Q4: holders=2 2017Q1: holders=1 2017Q2: holders=1 2017Q3: holders=1 2017Q4: holders=1 2018Q1: holders=1 2018Q2: holders=1 2018Q3: holders=1 2018Q4: holders=1 2019Q1: holders=1 2019Q2: holders=1 2021Q4: holders=197 2022Q1: holders=195 2022Q2: holders=209 2022Q3: holders=207 2022Q4: holders=255 2023Q1: holders=254 2023Q2: holders=273 2023Q3: holders=268 2023Q4: holders=315 2024Q1: holders=315 2024Q2: holders=322 2024Q3: holders=323 2024Q4: holders=330 2025Q1: holders=349 2025Q2: holders=385 2025Q3: holders=389 2025Q4: holders=424 2026Q1: holders=466 2026Q2: holders=502 -196 -98 +0 +98 +196 0264528 16Q217Q218Q219Q222Q323Q324Q325Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 10 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2026Q1 Top 10% -5.4% —
2025Q4 Top 20% +24.0% +12.7%
2025Q2 Top 10% +15.9% +33.6%
2025Q1 Top 20% +7.7% +21.3%
2023Q4 Top 20% -0.4% +1.7%
2023Q2 Top 20% +19.7% +29.1%
2022Q4 Top 10% +13.5% +0.3%
2022Q2 Top 10% +14.5% +14.1%
2021Q4 Top 5% -3.0% +6.4%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
213
Change in large funds
+19
Total value they hold
$9.2B
Funds buying for the first time
81
Funds that sold out entirely
45
Price change that quarter
-3.9%
Funds holding puts (bearish)
7
Funds holding calls (bullish)
5

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Fundamentals

PE (TTM)
19.0
EPS (TTM)
$9.23
EPS YoY
+33.2%
Revenue (TTM)
$4.3B
Revenue YoY
+22.9%
Net margin
9.5%
ROE
17.9%
Debt ratio
59.1%
FCF (TTM)
—
Dividend (TTM)
$1.68
Quarterly Revenue & EPS
2021-12-31: EPS 0.70 2022-03-31: EPS 0.58 2022-06-30: EPS 1.81 2022-09-30: EPS 1.26 2022-12-31: EPS 1.71 2023-03-31: EPS 1.02 2023-06-30: EPS 0.99 2023-09-30: EPS 1.26 2023-12-31: EPS 1.53 2024-03-31: EPS 1.35 2024-06-30: EPS 1.08 2024-09-30: EPS 1.44 2024-12-31: EPS 1.86 2025-03-31: EPS 1.87 2025-06-30: EPS 1.34 2025-09-30: EPS 1.86 2025-12-31: EPS 2.35 2026-03-31: EPS 2.43 2026-06-30: EPS 2.12 2026-09-30: EPS 2.33 0B 0.6B 1.1B $B 0.00 1.34 2.67 20212022202320242025202609/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 21 15 22 30 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K41M82M 2016201720182019202120222023202420252026
Latest quarter $57M (2019-12-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-09-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.