Vaughan Nelson Investment Management, L.P. Adds $9M in FirstCash Holdings, Inc. ($FCFS)

Vaughan Nelson Investment Management, L.P. has boosted its holdings in FirstCash Holdings, Inc. (NasdaqGS: FCFS) by 9.3%, according to its latest Form 13F filing with the SEC. The fund added 40,535 shares during the period, increasing its total to 474,977 shares. The value of Vaughan Nelson's stake in FirstCash is now approximately $106.8 million as of the filing date.

What Changed in Vaughan Nelson's FirstCash Position

Vaughan Nelson Investment Management increased its stake in FirstCash Holdings from 434,442 shares to 474,977 shares, a rise of 40,535 shares, or 9.3%. This move reflects a continued confidence in the company, with the total value of the investment reaching about $106.8 million.

Other Institutional Activity in FirstCash

Several other institutional investors have also adjusted their positions in FirstCash. BlackRock, Inc. grew its holdings by 21,738 shares, ending with 4,740,334 shares valued at approximately $891.2 million. Meanwhile, FMR LLC reduced its stake by 95,713 shares, bringing its total to 3,698,351 shares worth about $695.3 million. Earnest Partners LLC also cut its holdings by 56,509 shares, resulting in a total of 2,161,933 shares valued at $406.4 million. Vanguard Portfolio Management LLC and Vanguard Capital Management LLC both initiated new positions, each holding 1,983,569 and 1,689,960 shares, respectively.

FirstCash Holdings Stock Snapshot

Shares of FirstCash Holdings, Inc. recently traded near $224.89. The company has a market capitalization of approximately $9.86 billion and a P/E ratio of 28.18. Its forward P/E is 18.11, and it has a beta of 0.525, indicating lower volatility compared to the market. The stock's 52-week range has been between $119.21 and $235.97, with a 50-day moving average of $216.94 and a 200-day moving average of $178.62.

Recent Earnings

FirstCash Holdings reported revenue of $3.88 billion, showing a growth of 25.7%. The company achieved a net margin of 9.15% and a return on equity of 16.27%, with earnings per share (EPS) of $7.98. The next earnings report is expected on July 23, 2026.

Dividend

FirstCash Holdings offers an annual dividend rate of $1.68, yielding 0.75%. The dividend payout ratio stands at 20.55%, reflecting a conservative approach to returning capital to shareholders.

Insider Buying and Selling at FirstCash Holdings, Inc.

Recent insider transactions at FirstCash Holdings include sales by several executives. On June 5, 2026, Raul Ramos, SVP of Latin American Operations, sold 6,835 shares at an average price of $225.23. Earlier, on May 28, he sold 3,165 shares at $231.13. Other sales included Howard Hambleton, AFF President, who sold 3,000 shares at $226.41 on May 19, and Douglas Orr, EVP & CFO, who sold 3,000 shares at $227.30 on May 18. Thomas Brent Stuart, President and COO, sold 10,000 shares at $228.49 on the same day.

Analysts Set New Price Targets

Analysts remain positive on FirstCash Holdings. On April 24, 2026, TD Cowen maintained a 'buy' rating with a price target of $235. Canaccord Genuity also maintained its 'buy' rating, setting a higher target of $252. The consensus among analysts is a 'buy' recommendation, with a mean price target of $241.40 based on five opinions.

About FirstCash Holdings, Inc.

FirstCash Holdings, Inc. operates retail pawn stores across the United States, Mexico, Latin America, and the United Kingdom. The company provides pawn loans secured by personal property like jewelry and electronics and sells merchandise from forfeited collateral. It also offers retail POS payment solutions, including lease-to-own products. Headquartered in Fort Worth, Texas, FirstCash serves consumers who are cash and credit-constrained. The company was founded in 1988 and is led by CEO Rick L. Wessel.

Bottom Line

Vaughan Nelson's increase in its stake in FirstCash Holdings underscores the fund's positive outlook on the company. While insider sales have occurred, analysts continue to see potential in FirstCash, maintaining 'buy' ratings with substantial price targets. Investors track these filings to gauge institutional sentiment, but it's important to remember that 13F filings are historical records and may not reflect current positions.