Frontdoor, Inc. (FTDR) Stock Price & Analysis
Frontdoor, Inc. (FTDR) closed at USD 86.03 on Thursday, October 22, 2026, up 6.41% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 80.85; the Oct 22, 2026 session ranged USD 80.17–86.96 on volume of 1,099,178 shares. Market capitalization is $5.93B, with a 52-week range of USD 48.47–93.43 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:58 UTC.
Also available as compact Markdown for AI agents: nexqual.com/FTDR.md
Key facts (FTDR)
- Last four reported quarters (through Jun 30, 2026): revenue $2.15B, net income $274M (12.8% margin), free cash flow $386M (SEC filings).
- Valuation: P/E 21.6x (avg 17.2x at the last 3 fiscal year-ends).
- Insider open-market sales, last ~7 months: 3 Form 4 filings, $3.6M; 3 not under a Rule 10b5-1 plan ($3.6M); 0 by opportunistic insiders, 1 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.43 on a 1–5 scale) (7 analysts), mean target USD 95.4 (range 81–105).
- Total return with dividends: 1Y +24.0% vs S&P 500 +14.9%; 5Y +96.8% vs S&P 500 +80.3%.
- Next earnings: 2026-11-05, EPS estimate USD 1.77, revenue estimate $648M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (FTDR)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.60B | $1.66B | $1.78B | $1.84B | $2.09B | $2.15B |
| Gross profit | $784M | $710M | $885M | $991M | $1.16B | — |
| Net income | $128M | $71.0M | $171M | $235M | $255M | $274M |
| EPS (diluted) | $1.50 | $0.87 | $2.12 | $3.01 | $3.42 | — |
| Free cash flow | $154M | $102M | $170M | $231M | $390M | $386M |
| Gross margin | 48.9% | 42.7% | 49.7% | 53.8% | 55.3% | — |
| Net margin | 8.0% | 4.3% | 9.6% | 12.8% | 12.2% | 12.8% |
| Revenue growth | +8.7% | +3.7% | +7.1% | +3.5% | +13.6% | — |
| Cash + short-term investments | — | $292M | $325M | $436M | $566M | — |
| Total debt | $608M | $609M | $593M | $1.20B | $1.17B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (FTDR)
P/E 21.6x · P/S 2.8x · P/FCF 15.4x · P/B 20.9x · FCF yield 6.51% · Earnings yield 4.62% · Buyback yield (TTM) 5.06%
P/E at fiscal year-ends: Dec 2025 16.9x, Dec 2024 18.1x, Dec 2023 16.7x.
Insider sales (SEC Form 4, open-market, last ~7 months) (FTDR)
0 of 3 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-10 | Fiarman Jeffrey | SVP & Chief Legal Officer | 13,000 | $1.1M | 39.4% | No | Routine (sold in Aug each year 2023–2025) |
| 2026-08-10 | Iverson Evan | SVP & Chief Operating Officer | 18,190 | $1.6M | 98.8% | No | Too little history (no open-market trades in 2023) |
| 2026-08-10 | Collins Kathryn M | SVP & Chief Revenue Officer | 10,000 | $890K | 33% | No | Too little history (no open-market trades in 2023) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (FTDR)
Consensus Buy (mean 2.43 on a 1–5 scale), 7 analysts; mean target USD 95.4 (low 81, high 105).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-12 | Goldman Sachs | Target lowered | Neutral | $91 → $81 |
| 2026-08-07 | Benchmark | Target raised | Buy | $80 → $96 |
| 2026-08-07 | Oppenheimer | Target raised | Outperform | $70 → $100 |
| 2026-08-07 | Truist Securities | Target raised | Buy | $82 → $105 |
Total return (dividends reinvested) (FTDR)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +24.0% | +96.8% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +24.1% | +14.5% |
| Volatility (annualized) | 46.7% | 41.0% |
| Max drawdown | -29.2% (Oct 2025→Nov 2025) | -55.3% (Oct 2021→Dec 2022) |
FTDR revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Renewals | $479.0M | 74.3% | +3.9% |
| Non-Warranty & Other | $67.0M | 10.4% | +19.6% |
| Direct To Consumer Home Service Plan Contracts | $55.0M | 8.5% | -1.8% |
| Real Estate Home Service Plan Contracts | $45.0M | 7.0% | +2.3% |
| Total revenue | $645.0M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
FTDR analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.77 | $1.75 | +1.4% | $647.8M | 5 |
| Next quarter (ends Dec 2026) | $0.25 | $0.29 | -16.3% | $455.0M | 5 |
| Current fiscal year (ends Dec 2026) | $4.68 | $4.55 | +2.9% | $2.20B | 5 |
| Next fiscal year (ends Dec 2027) | $5.13 | $5.05 | +1.5% | $2.32B | 5 |
FTDR options: expected move
Options price a move of about ±12.6% (±$10.83) by Nov 20, 2026, which includes earnings on Nov 5, 2026. Over the last 8 reports the stock moved ±17.3% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 56.3% | ±12.6% |
| Dec 18, 2026 | 56 | 47.5% | ±14.9% |
| Jan 15, 2027 | 84 | 39.4% | ±15.0% |
| Apr 16, 2027 | 175 | 42.4% | ±23.2% |
30-day implied volatility 53.6% vs 34.7% realized over the last 30 trading days. Put/call ratio (volume) 0.01. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:58 UTC)
| Price | USD 86.03 |
|---|---|
| Change | ▲ 6.41% (up) |
| Previous Close | USD 80.85 |
| Open | USD 80.89 |
| Day Range | USD 80.17 – 86.96 |
| 52-Week Range | USD 48.47 – 93.43 |
| Volume | 1,099,178 shares |
| Market Cap | $5.93B |
| Exchange | NMS |
Technical Analysis (FTDR)
Nexqual's technical model rates FTDR "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 09:58 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 67.62 (neutral) |
| vs SMA50 | Above (USD 79.73) |
| MACD | 0.96 (positive) |
Analyst Ratings (FTDR)
Wall Street analysts rate FTDR "Buy" based on 7 analysts, with a mean price target of USD 95.4 (range USD 81–105), per Nexqual as of October 23, 2026 at 09:58 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 7 |
| Mean Target | USD 95.4 |
| High Target | USD 105 |
| Low Target | USD 81 |
| Buy / Hold / Sell | 4 / 3 / 0 |
Earnings (FTDR)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD 1.77 |
| Revenue Estimate | $647.83M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.93 vs est 1.77 ▲ beat |
| 2026-03-31 | USD 0.73 vs est 0.68 ▲ beat |
| 2025-12-31 | USD 0.23 vs est 0.13 ▲ beat |
| 2025-09-30 | USD 1.58 vs est 1.51 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:58 UTC.
Financials & Fundamentals (FTDR)
| Total Revenue | $2.15B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +4.50% |
| Gross Margin | +55.54% |
| Operating Margin | +28.22% |
| Profit Margin | +12.77% |
| ROE | +101.86% |
| Debt / Equity | 4.17 |
| Current Ratio | 1.59 |
| Total Cash | $627.00M |
| Total Debt | $1.18B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $386.00M (18.0% of revenue) |
Source: Nexqual, October 23, 2026 at 09:58 UTC.
Financial Health Score (FTDR)
Nexqual rates Frontdoor, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:58 UTC.
| Growth | Solid — Revenue +14% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 56%, operating 28% (last 12 months) |
| Balance Sheet | Critical — $566M cash and investments vs $1.17B debt (Dec 2025, SEC) |
| Cash Flow | Strong — FCF $386M (last 4 quarters to Jun 2026, SEC), 18% margin |
| Efficiency | Strong — ROE 102%, ROA 12.4% |
Ownership (FTDR)
| Insider Ownership | +0.73% |
|---|---|
| Institutional Ownership | +109.01% |
| Shares Outstanding | 68.89M |
| Float | 68.37M |
| Short % of Float | +7.22% |
Source: Nexqual, October 23, 2026 at 09:58 UTC.
Leadership (FTDR)
Frontdoor, Inc. is led by William C. Cobb, Chairman of the Board & CEO, per Nexqual as of October 23, 2026 at 09:58 UTC.
| Chairman of the Board & CEO | William C. Cobb |
|---|---|
| Interim Chief Accounting Officer, SVP & CFO | Jason L. Bailey |
| Senior VP & COO | Evan A. Iverson |
| Senior VP & CTO | Bala krishnan A. Ganesh |
| Senior VP & Chief Revenue Officer | Kathryn M. Collins |
Major Backers & Investors (FTDR)
Notable institutional backers of Frontdoor, Inc. include Boston Partners, Fuller & Thaler Asset Management Inc., John Hancock Funds III-Disciplined Value Mid Cap Fund, according to Nexqual as of October 23, 2026 at 09:58 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Boston Partners | 7.79% |
| Fuller & Thaler Asset Management Inc. | 4.82% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | 3.69% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | 3.1% |
| Alliancebernstein L.P. | 2.95% |
| Renaissance Technologies | 2.73% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 16.08% |
| Vanguard Group | 11.55% |
| State Street | 5.1% |
| Geode Capital | 3.44% |
Source: Nexqual, October 23, 2026 at 09:58 UTC.
From Frontdoor, Inc.'s Latest SEC 10-K Filing (filed 2026-02-26)
Key Strengths & Strategy (as disclosed to the SEC)
- We utilize dynamic pricing in our home warranty renewal and DTC channels, which allows us to leverage our proprietary data platform to adjust our plan prices based on factors such as the strength of our independent contractor network or characteristics of homes in a market.
- As of December 31, 2025, we had approximately 2.1 million active home warranties across all brands in the United States, including our American Home Shield, HSA, OneGuard, Landmark and 2-10 HBW brands.
- The home warranty category is currently estimated to represent over $4 billion in annual revenue.
- As a result, we enjoy industry-leading brand awareness and offer high-quality customer service, both of which are key drivers of the success of our customer acquisition and retention efforts.
Partnerships
- Through our partnership with Moen, we deploy our licensed plumbing contractors to install the Moen Flow Smart Water Monitor & Shut-Off, expanding our addressable market and providing customers with technology-enabled solutions designed to help prevent water damage.
- More recently, we have partnered with Moen to provide installation of water shut-off monitors for non-home warranty customers, which provides another opportunity to strengthen our relationships with contractors and reach potential new customers.
Legal & Regulatory Risks (Item 1A, quoted)
- Changes to U.S. tariff and import/export regulations may increase the costs of parts, appliances and home systems and, in turn, adversely impact our business.
- Laws and government regulations applicable to our business and lawsuits, enforcement actions and other claims by third parties or governmental authorities could increase our legal and regulatory expenses and impact our business, financial position, results of operations and cash flows.
- Failure to protect the security of personal information about our customers, associates or third parties could result in the interruption of our business operations, private litigation, reputational damage and costly penalties.
- We may be required to recognize impairment charges on goodwill and intangible assets due to reasons including, among other things, adverse changes in the business climate, expected operating changes, and adverse actions or assessments by regulators.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| HRB | H&R Block, Inc. | USD 50.08 | ▲ 4.7% |
| BFAM | Bright Horizons Family Solution | USD 70.94 | ▲ 6.01% |
| SCI | Service Corporation Internation | USD 83.69 | ▲ 3.12% |
| ROL | Rollins, Inc. | USD 35.31 | ▲ 5.56% |
| ANDG | Andersen Group Inc. | USD 63.54 | ▲ 4.3% |
| CSV | Carriage Services, Inc. | USD 36.98 | ▲ 3.64% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:58 UTC. This page is informational and not investment advice.
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