Latest revenue
$120.1M
as of 2026-03-31
Latest net income
$17.5M
as of 2026-03-31
Net margin
14.6%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $192.8M
- Enterprise value
- $192.8M
- P/E (trailing)
- 4.3×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $29.58
- 52-wk low
- $15.77
- Beta
- —
- Shares out
- 9.9M
5-year trend
What this company does
Item 1. Business Finance of America Companies Inc. Finance of America Companies Inc. (“FOA”) is a financial services holding company which, through its operating subsidiaries, is a leading provider of home equity-based financing solutions for a modern retirement. In addition, FOA offers capital markets and portfolio management capabilities primarily to optimize the distribution of its originated loans to investors. FOA was incorporated in Delaware on October 9, 2020 and became a publicly-traded company on the New York Stock Exchange (the “NYSE”) in April 2021, with trading beginning on April 5, 2021. On August 15, 2025, FOA’s Class A Common Stock also began trading on NYSE Texas, Inc.…
AI summary unavailable — showing raw filing excerpt
Generated from FOA's filing dated 2026-03-13
Key risks
Item 1A. Risk Factors You should carefully consider the following risk factors together with all of the other information included in this report, including the financial statements and related notes, when deciding to invest in us. The risks and uncertainties described below could materially adversely affect our business, financial condition, and results of operations in future periods and are not the only risks facing the Company. Additional risks not currently known to us or that we currently deem to be immaterial also may materially adversely affect our business, financial condition, and results of operations in future periods. Risks Related to the Business of the Company The Company’s…
AI summary unavailable — showing raw filing excerpt
Generated from FOA's filing dated 2026-03-13
Profitability
Net margin
9.1%
131.5%Return on assets
0.1%
177.1%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $120.1M | -27.5% | $17.5M | -42.0% | 14.6% |
Q4 2025 2025-12-31 | $73.5M | +248.7% | $-10.4M | +79.0% | -14.1% |
Q3 2025 2025-09-30 | $80.8M | -72.1% | $-9.5M | -112.8% | -11.8% |
Q2 2025 2025-06-30 | $177.4M | +124.4% | $34.9M | +1771.8% | 19.7% |
Q1 2025 2025-03-31 | $165.7M | +121.9% | $30.2M | +500.8% | 18.2% |
Q4 2024 2024-12-31 | $-49.4M | — | $-49.5M | — | — |
Q3 2024 2024-09-30 | $290.1M | +799.3% | $74.6M | +214.1% | 25.7% |
Q2 2024 2024-06-30 | $79.0M | +172.9% | $-2.1M | +97.3% | -2.6% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Mortgage Bankers & Loan Correspondents · SIC 6162
Your notes
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Insider activity
Insider buying
$1.2M
Insider selling
$161.6M
Net activity
−$160.4M
Distinct insiders
7
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns FOA
Institutional value
$32.1M
Total shares held
1.9M
Distinct holders
31
-35 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | Beach Point Capital Management LP | 927.8K | $15.4M | +138.4K (+17.5%) | Added |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 324.8K | $5.4M | — | New |
| 3 | BlackRock, Inc. | 288.3K | $4.8M | -7.4K (-2.5%) | Trimmed |
| 4 | DIMENSIONAL FUND ADVISORS LP | 102.1K | $1.7M | +36.9K (+56.7%) | Added |
| 5 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 56.2K | $933.0K | +34.2K (+155.5%) | Added |
| 6 | JPMORGAN CHASE & CO | 40.8K | $654.5K | +5.5K (+15.7%) | Added |
| 7 | VANGUARD FIDUCIARY TRUST CO | 35.2K | $584.3K | — | New |
| 8 | Bank of New York Mellon Corp | 27.8K | $461.0K | -1.8K (-6.1%) | Trimmed |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 26.0K | $431.9K | — | New |
| 10 | UBS Group AG | 24.2K | $402.2K | -11.3K (-31.9%) | Trimmed |
| 11 | FIRST TRUST ADVISORS LP | 17.2K | $285.7K | +5.2K (+43.7%) | Added |
| 12 | Russell Investments Group, Ltd. | 12.9K | $214.9K | -64.5K (-83.3%) | Trimmed |
| 13 | Nuveen, LLC | 10.9K | $181.2K | — | New |
| 14 | Invesco Ltd. | 10.0K | $166.7K | — | New |
| 15 | LOS ANGELES CAPITAL MANAGEMENT LLC | 7.7K | $127.9K | +2.5K (+47.3%) | Added |
| 16 | RHUMBLINE ADVISERS | 3.9K | $64.0K | -288 (-6.9%) | Trimmed |
| 17 | DEUTSCHE BANK AG\ | 3.7K | $62.1K | +0 (+0.0%) | No change |
| 18 | GROUP ONE TRADING LLC | 3.4K | $56.9K | — | New |
| 19 | NEW YORK STATE COMMON RETIREMENT FUND | 3.4K | $56.4K | +0 (+0.0%) | No change |
| 20 | Vanguard Global Advisers, LLC | 1.7K | $28.4K | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once FOA's latest filing finishes processing.