$FCFS

Several stocks, including Evercore (EVR), FirstCash (FCFS), Blackstone (BX), and Atlanticus Holdings (ATLC), fell after September consumer price inflation data exceeded expectations, raising concerns about Federal Reserve interest rate hikes. The data showed headline inflation at 3.7% annually and core inflation at 2.6%, increasing the probability of a rate hike to 44%. This triggered market volatility and pushed Treasury yields higher, impacting various sectors.

Nelnet (NYSE:NNI) reported Q2 revenue of $358.7M, down 30.5% YoY, missing estimates. FirstCash (NASDAQ:FCFS) reported $1.07B revenue, up 29.4% YoY, beating estimates. Visa (NYSE:V) reported $11.63B revenue, up 14.4% YoY, also beating estimates. Stocks reacted accordingly post-earnings.

Jim Cramer discussed FirstCash Holdings (FCFS) on Mad Money but declined to recommend it, citing unfamiliarity with its pawn shop business model. FCFS reported Q2 revenue of $1.07B, up 29.4%, and net income of $93.5M, up 56%. Same-store pawn receivables rose 22%. Its American First Finance operation saw a pretax profit decline and higher delinquencies. FCFS trades at 17.5x forward earnings, a premium to competitor EZCORP.

Stephens & Co. maintained an Overweight rating on FirstCash Holdings with a $250 price target, implying 18.4% upside from the Sep 30 close. The firm cited strong growth in pawn operations and strategic acquisitions as key drivers. The Latin America segment has shown a 9% revenue CAGR over the past decade, and the recent Ramsdens Holdings acquisition is expected to boost earnings and expand market presence.

FirstCash (FCFS) is down 5.6% since reporting Q2 earnings. OneMain (OMF) reported $1.29B revenue, up 6.9% YoY, and is up 1.5% post-results. Sezzle (SEZL) reported $149.7M revenue, up 51.7% YoY, and is down 31.9% since reporting. Enova (ENVA) reported $928.9M revenue, up 21.6% YoY, and is down 16.7% post-results.

FirstCash Holdings (FCFS) amended its credit facility, increasing it from $700M to $1.06B and extending maturity to 2031. The changes allow for more acquisitions, dividends, and share repurchases, signaling lender confidence. Analysts note the higher leverage could impact returns if earnings slow.

FirstCash Holdings (FCFS) Independent Director James Graves sold 27% of his shares, totaling $830k at an average price of $221. Senior Vice President Raul Ramos also sold shares worth $1.5m at $225 each in the past year. Insiders own 8.4% of the company, valued at $817m. The company has been growing earnings, but insider sales may raise concerns.

FirstCash Holdings (FCFS) affiliate James H. Graves plans to sell 3,750 shares, valued at $808,350, on September 3, 2026, under Rule 144. The shares were acquired through RSU vestings in 2016 and 2024.

GRAVES JAMES H sold 3,750 shares of FirstCash Holdings, Inc. (FCFS) at $221.20 ($0.83M total) on 2026-09-03.

FirstCash Holdings, Inc. amended its revolving credit facility to finance the acquisition of Ramsdens Holdings PLC. The deal, valued at an increased amount, was approved by Ramsdens' shareholders. FirstCash plans to use the facility to fund the acquisition and related expenses.