Archon Capital Management Fully Exits EZCORP Stake
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 21 2026
0mins
Source: Fool
- Stake Sale Overview: On May 14, 2026, Archon Capital Management disclosed the complete sale of its 367,433 shares of EZCORP, with an estimated transaction value of $8.81 million, reflecting a cautious investment strategy amidst stock price fluctuations.
- Financial Impact Analysis: This transaction resulted in a $7.14 million decrease in EZCORP's quarter-end market value, indicating that despite strong company performance, market volatility still impacts investment portfolios, suggesting Archon is managing risk effectively.
- EZCORP Performance Highlights: In its latest quarterly report, EZCORP achieved record revenue of $446.9 million, a 46% year-over-year increase, with net income surging 93% to $49.1 million, showcasing the company's robust performance and growth potential in the short-term credit market.
- Expansion Strategy: EZCORP added 123 stores during the quarter, ending with 1,506 locations across 16 countries, indicating an aggressive market expansion and growth strategy, particularly following the acquisition of SMG, which further solidified its market position.
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Analyst Views on EZPW
Wall Street analysts forecast EZPW stock price to fall
5 Analyst Rating
3 Buy
2 Hold
0 Sell
Moderate Buy
Current: 32.150
Low
22.00
Averages
24.75
High
28.00
Current: 32.150
Low
22.00
Averages
24.75
High
28.00
About EZPW
EZCORP, Inc. is a provider of pawn transactions in the United States and Latin America. The Company also sells pre-owned and recycled merchandise, primarily collateral forfeited from pawn lending operations and merchandise purchased from customers. The Company’s U.S. Pawn segment includes its EZPAWN, Value Pawn & Jewelry and other branded pawn operations in the United States. Its Latin America Pawn segment includes its Empeno Facil, Cash Apoyo Efectivo and other branded pawn operations in Mexico, as well as its GuatePrenda and MaxiEfectivo pawn operations in Guatemala, El Salvador, and Honduras (GPMX). The Company’s Other Investments segment primarily includes its equity interest in Cash Converters International Limited (Cash Converters) and its investment in and notes receivable from Founders One, LLC (Founders). At its pawn stores, it advances cash against the value of collateralized tangible personal property and sells merchandise to customers looking for good value.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Archon Capital Management Fully Exits EZCORP Stake
- Stake Sale Overview: On May 14, 2026, Archon Capital Management disclosed the complete sale of its 367,433 shares of EZCORP, with an estimated transaction value of $8.81 million, reflecting a cautious investment strategy amidst stock price fluctuations.
- Financial Impact Analysis: This transaction resulted in a $7.14 million decrease in EZCORP's quarter-end market value, indicating that despite strong company performance, market volatility still impacts investment portfolios, suggesting Archon is managing risk effectively.
- EZCORP Performance Highlights: In its latest quarterly report, EZCORP achieved record revenue of $446.9 million, a 46% year-over-year increase, with net income surging 93% to $49.1 million, showcasing the company's robust performance and growth potential in the short-term credit market.
- Expansion Strategy: EZCORP added 123 stores during the quarter, ending with 1,506 locations across 16 countries, indicating an aggressive market expansion and growth strategy, particularly following the acquisition of SMG, which further solidified its market position.
See More
Archon Capital Management Exits EZCORP Position
- Position Change: Archon Capital Management sold 367,433 shares of EZCORP last quarter, resulting in a $7.14 million decrease in position value, indicating a potential loss of confidence in the stock.
- Transaction Value: According to the SEC filing dated May 14, 2026, Archon's complete exit from EZCORP was valued at approximately $8.81 million, reflecting a strategy to lock in gains at a high point.
- Performance Highlights: Despite Archon's exit, EZCORP reported record revenue of $446.9 million in the latest quarter, a 46% year-over-year increase, with net income soaring 93% to $49.1 million, suggesting robust underlying business performance.
- Expansion Strategy: EZCORP added 123 stores during the quarter, ending with 1,506 locations across 16 countries, demonstrating its ongoing market expansion and growth potential.
See More
Ophir Asset Management Acquires New Position in EZCORP
- New Investment Position: On May 15, 2026, Ophir Asset Management disclosed a new position in EZCORP by acquiring 1,616,518 shares valued at approximately $38.75 million, indicating strong confidence in the company's future growth potential.
- Significant Stake: This acquisition accounts for nearly 5% of Ophir's portfolio, highlighting EZCORP's importance in their asset management strategy and potentially influencing future investment decisions.
- Strong Performance Growth: EZCORP reported a 46% year-over-year revenue surge to $446.9 million in the last quarter, with adjusted EBITDA rising 76% to $76.9 million, reflecting robust demand for short-term credit solutions.
- Ongoing Expansion Strategy: EZCORP added 123 stores in the last quarter, bringing its total to 1,506 locations across 16 countries, enhancing its market competitiveness and customer retention during periods of economic uncertainty.
See More
Ophir Asset Management Acquires EZCORP Shares
- New Investment Position: Ophir Asset Management initiated a new position by acquiring 1,616,518 shares of EZCORP last quarter, with an estimated transaction value of $38.75 million, reflecting confidence in EZCORP's growth potential.
- Asset Management Impact: This acquisition resulted in a 4.5% increase in Ophir's 13F reportable assets under management (AUM), indicating the effectiveness of its diversification strategy as it capitalizes on EZCORP's stock price appreciation and new shares.
- Strong Performance Growth: EZCORP reported a 46% year-over-year revenue surge to $446.9 million last quarter, with adjusted EBITDA jumping 76% to $76.9 million and net income nearly doubling to $49.1 million, showcasing its competitive edge in a strong demand environment for short-term cash solutions.
- Expansion Strategy: EZCORP added 123 stores during the quarter, bringing its total to 1,506 locations across 16 countries by the end of March, enhancing local market density and customer repeat behavior, which positions the company well for future growth.
See More
First Wilshire Sells Nearly 1 Million Shares of EZCORP
- Share Reduction Details: First Wilshire Securities Management Inc disclosed the sale of 998,230 shares of EZCORP in Q1 2026, valued at approximately $23.93 million, indicating a strategic reduction in exposure amid market volatility concerns.
- Value Change in Holdings: Following this transaction, First Wilshire's position in EZCORP decreased to 740,771 shares with a market value of $18.80 million, reflecting a significant drop of $14.97 million from the previous quarter, highlighting the impact of trading activity and share price fluctuations on investment value.
- Market Performance Analysis: As of May 11, 2026, EZCORP shares were priced at $34.65, marking a 130% increase over the past year, significantly outperforming the S&P 500's 26% gain, demonstrating the company's robust growth potential amidst economic uncertainty.
- Business Expansion Dynamics: EZCORP added 123 stores during the quarter, including 105 through its SMG acquisition, bringing its total to 1,506 locations across 16 countries, indicating a proactive strategy to enhance market share and service capabilities.
See More
EZCORP to Release Q2 Fiscal 2026 Results on May 6
- Earnings Release Schedule: EZCORP will issue its second quarter fiscal 2026 results on May 6, 2026, after market close, which is expected to provide key financial data reflecting the company's performance.
- Conference Call Timing: The company will hold a conference call on May 7, 2026, at 9:00 a.m. Eastern time to discuss the earnings results, aiming to enhance investor understanding of the company's financial status.
- Investor Relations Support: EZCORP will post presentation slides in the Investor Relations section of its website, ensuring that investors can access relevant information promptly, thereby enhancing transparency and trust.
- Focus on Customer Experience: As a leading provider of pawn transactions in the U.S., Latin America, and the Caribbean, EZCORP is dedicated to meeting the short-term cash needs of consumers who are cash and credit constrained, emphasizing an industry-leading customer experience.
See More
Archon Capital Management Fully Exits EZCORP Stake
- Stake Sale Overview: On May 14, 2026, Archon Capital Management disclosed the complete sale of its 367,433 shares of EZCORP, with an estimated transaction value of $8.81 million, reflecting a cautious investment strategy amidst stock price fluctuations.
- Financial Impact Analysis: This transaction resulted in a $7.14 million decrease in EZCORP's quarter-end market value, indicating that despite strong company performance, market volatility still impacts investment portfolios, suggesting Archon is managing risk effectively.
- EZCORP Performance Highlights: In its latest quarterly report, EZCORP achieved record revenue of $446.9 million, a 46% year-over-year increase, with net income surging 93% to $49.1 million, showcasing the company's robust performance and growth potential in the short-term credit market.
- Expansion Strategy: EZCORP added 123 stores during the quarter, ending with 1,506 locations across 16 countries, indicating an aggressive market expansion and growth strategy, particularly following the acquisition of SMG, which further solidified its market position.
See More
Archon Capital Management Exits EZCORP Position
- Position Change: Archon Capital Management sold 367,433 shares of EZCORP last quarter, resulting in a $7.14 million decrease in position value, indicating a potential loss of confidence in the stock.
- Transaction Value: According to the SEC filing dated May 14, 2026, Archon's complete exit from EZCORP was valued at approximately $8.81 million, reflecting a strategy to lock in gains at a high point.
- Performance Highlights: Despite Archon's exit, EZCORP reported record revenue of $446.9 million in the latest quarter, a 46% year-over-year increase, with net income soaring 93% to $49.1 million, suggesting robust underlying business performance.
- Expansion Strategy: EZCORP added 123 stores during the quarter, ending with 1,506 locations across 16 countries, demonstrating its ongoing market expansion and growth potential.
See More
Ophir Asset Management Acquires New Position in EZCORP
- New Investment Position: On May 15, 2026, Ophir Asset Management disclosed a new position in EZCORP by acquiring 1,616,518 shares valued at approximately $38.75 million, indicating strong confidence in the company's future growth potential.
- Significant Stake: This acquisition accounts for nearly 5% of Ophir's portfolio, highlighting EZCORP's importance in their asset management strategy and potentially influencing future investment decisions.
- Strong Performance Growth: EZCORP reported a 46% year-over-year revenue surge to $446.9 million in the last quarter, with adjusted EBITDA rising 76% to $76.9 million, reflecting robust demand for short-term credit solutions.
- Ongoing Expansion Strategy: EZCORP added 123 stores in the last quarter, bringing its total to 1,506 locations across 16 countries, enhancing its market competitiveness and customer retention during periods of economic uncertainty.
See More
Ophir Asset Management Acquires EZCORP Shares
- New Investment Position: Ophir Asset Management initiated a new position by acquiring 1,616,518 shares of EZCORP last quarter, with an estimated transaction value of $38.75 million, reflecting confidence in EZCORP's growth potential.
- Asset Management Impact: This acquisition resulted in a 4.5% increase in Ophir's 13F reportable assets under management (AUM), indicating the effectiveness of its diversification strategy as it capitalizes on EZCORP's stock price appreciation and new shares.
- Strong Performance Growth: EZCORP reported a 46% year-over-year revenue surge to $446.9 million last quarter, with adjusted EBITDA jumping 76% to $76.9 million and net income nearly doubling to $49.1 million, showcasing its competitive edge in a strong demand environment for short-term cash solutions.
- Expansion Strategy: EZCORP added 123 stores during the quarter, bringing its total to 1,506 locations across 16 countries by the end of March, enhancing local market density and customer repeat behavior, which positions the company well for future growth.
See More
First Wilshire Sells Nearly 1 Million Shares of EZCORP
- Share Reduction Details: First Wilshire Securities Management Inc disclosed the sale of 998,230 shares of EZCORP in Q1 2026, valued at approximately $23.93 million, indicating a strategic reduction in exposure amid market volatility concerns.
- Value Change in Holdings: Following this transaction, First Wilshire's position in EZCORP decreased to 740,771 shares with a market value of $18.80 million, reflecting a significant drop of $14.97 million from the previous quarter, highlighting the impact of trading activity and share price fluctuations on investment value.
- Market Performance Analysis: As of May 11, 2026, EZCORP shares were priced at $34.65, marking a 130% increase over the past year, significantly outperforming the S&P 500's 26% gain, demonstrating the company's robust growth potential amidst economic uncertainty.
- Business Expansion Dynamics: EZCORP added 123 stores during the quarter, including 105 through its SMG acquisition, bringing its total to 1,506 locations across 16 countries, indicating a proactive strategy to enhance market share and service capabilities.
See More
EZCORP to Release Q2 Fiscal 2026 Results on May 6
- Earnings Release Schedule: EZCORP will issue its second quarter fiscal 2026 results on May 6, 2026, after market close, which is expected to provide key financial data reflecting the company's performance.
- Conference Call Timing: The company will hold a conference call on May 7, 2026, at 9:00 a.m. Eastern time to discuss the earnings results, aiming to enhance investor understanding of the company's financial status.
- Investor Relations Support: EZCORP will post presentation slides in the Investor Relations section of its website, ensuring that investors can access relevant information promptly, thereby enhancing transparency and trust.
- Focus on Customer Experience: As a leading provider of pawn transactions in the U.S., Latin America, and the Caribbean, EZCORP is dedicated to meeting the short-term cash needs of consumers who are cash and credit constrained, emphasizing an industry-leading customer experience.
See More
