FT
FTDR
Frontdoor, Inc.
$63.05
+1.66%
$4.4B
No data for this timeframe.
Vol
Market Cap$4.4B
Cap SizeMid Cap
Analyst ConsensusBuy (69%)
Inst. Holders9 funds
Inst. Value$888.8M
Inst. Activity3 buys / 0 sells
SEC Reports3
Exchange Nasdaq·Sector Services-To Dwellings & Other Buildings·Inc. DE·CIK 0001727263·Prev Close $62.02
Recent Activity
May 13, 2026
Insider
Howard Dennis sold 2,836 shares
Director @ $0.00 ($0.00)
May 13, 2026
Insider
Cella Peter L. sold 2,836 shares
Director @ $0.00 ($0.00)
May 13, 2026
Insider
Catalano Anna C sold 2,836 shares
Director @ $0.00 ($0.00)
Apr 30, 2026
SEC
Frontdoor reported Q1 2026 revenue of $451M (+6% YoY), GAAP diluted EPS of $0.57 (+18% YoY), and Adjusted EBITDA of $104
8-K — Impact 4/10
Apr 30, 2026
earnings_calendar
FTDR Q1 2026 Earnings Scheduled — 2026-04-30
Mar 30, 2026
SEC
Frontdoor, Inc. filed a DEFA14A proxy statement for its 2026 annual meeting, which includes the election of eight direct
DEFA14A — Impact 3/10
Feb 26, 2026
SEC
Frontdoor reported record full-year 2025 financial results with 14% revenue growth to $2.09 billion, 9% net income growt
8-K — Impact 8/10
Inst.
FMR LLC — DOUBLED
1,642,471 shares ($94.8M)
Price Targets
$74.20
+17.7% upside
Buy
Current $63.05
Low $68.00
Median $71.00
High $82.00
5 analysts
$68.00
$82.00
Analyst Ratings
4Strong Buy
5Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Mar 26, 2026 | Benchmark | INITIATE | Buy |
| Mar 2, 2026 | Goldman Sachs | UPGRADE | Sell → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.76 ▼ -0.8% | $1.74 — $1.79 | 8% YoY | 5 |
| Next Q | $1.75 ▲ +0.7% | $1.68 — $1.83 | 11% YoY | 5 |
| Current FY | $4.54 ▲ +1.4% | $4.48 — $4.72 | 11% YoY | 5 |
| Next FY | $5.03 ▲ +1.4% | $4.80 — $5.28 | 11% YoY | 5 |
Latest Reports
NEUTRAL
8-K
4/10
Frontdoor reported Q1 2026 revenue of $451M (+6% YoY), GAAP diluted EPS of $0.57 (+18% YoY), and Adjusted EBITDA of $104
Apr 30, 2026
NEUTRAL
DEFA14A
3/10
Frontdoor, Inc. filed a DEFA14A proxy statement for its 2026 annual meeting, which includes the election of eight direct
Mar 30, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $490.5M | — |
| RENAISSANCE TECHNOLOGIES LLC | $105.3M | — |
| FMR LLC | $94.8M | DOUBLED |
| MORGAN STANLEY | $85.7M | TRIM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $50.2M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 13, 2026 | Howard Dennis | A | $0.00 |
| May 13, 2026 | Cella Peter | A | $0.00 |
| May 13, 2026 | Catalano Anna | A | $0.00 |
| May 13, 2026 | Clipper Christopher | A | $0.00 |
| May 13, 2026 | Boland Darrin | A | $0.00 |
9 institutional holders with $888.8M total value (15,406,983 shares) as of 2025-Q4. Top holders: VANGUARD, RENAISSANCE, FMR. Net buying activity: 3 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 8,502,057 | $490.5M | 55.2% | — |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 1,825,987 | $105.3M | 11.9% | — |
| 3 | FMR LLC | 1,642,471 | $94.8M | 10.7% | DOUBLED +115.5% |
| 4 | MORGAN STANLEY | 1,485,123 | $85.7M | 9.6% | TRIM -25.0% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 870,442 | $50.2M | 5.6% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 692,543 | $40.0M | 4.5% | — |
| 7 | TWO SIGMA INVESTMENTS, LP | 215,559 | $12.4M | 1.4% | ADD +68.6% |
| 8 | WELLS FARGO & COMPANY/MN | 153,668 | $8.9M | 1.0% | DOUBLED +176.2% |
| 9 | NORGES BANK | 19,133 | $1.1M | 0.1% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 762,326 | 1,642,471 | +115.5% | $94.8M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 127,824 | 215,559 | +68.6% | $12.4M | 2025-Q4 |
| NORGES BANK | NEW | — | 19,133 | — | $1.1M | 2025-Q4 |
| FMR LLC | DOUBLED | 6,141 | 762,326 | +12313.7% | $51.3M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 127,824 | — | $8.6M | 2025-Q3 |
| NORGES BANK | EXIT | 85,315 | 0 | -100.0% | $0.00 | 2025-Q3 |
| UBS Group AG | TRIM | 201,633 | 113,273 | -43.8% | $6.7M | 2025-Q2 |
| NORGES BANK | NEW | — | 85,315 | — | $5.0M | 2025-Q2 |
| UBS Group AG | ADD | 138,309 | 201,633 | +45.8% | $7.7M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 45,571 | 125,867 | +176.2% | $4.8M | 2025-Q1 |
| FMR LLC | NEAR_EXIT | 839,865 | 5,925 | -99.3% | $227.6K | 2025-Q1 |
| NORGES BANK | EXIT | 262,637 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | TRIM | 1,631,034 | 1,223,270 | -25.0% | $66.9M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 719,941 | 241,046 | -66.5% | $13.2M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 34,273 | 45,571 | +33.0% | $2.5M | 2024-Q4 |
| MORGAN STANLEY | ADD | 1,281,596 | 1,631,034 | +27.3% | $78.3M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,014,432 | — | $48.7M | 2024-Q3 |
13 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 13, 2026 | Howard Dennis | Director | A | 2,836 | $0.00 | $0.00 |
| May 13, 2026 | Cella Peter L. | Director | A | 2,836 | $0.00 | $0.00 |
| May 13, 2026 | Catalano Anna C | Director | A | 2,836 | $0.00 | $0.00 |
| May 13, 2026 | Clipper Christopher L | Director | A | 2,836 | $0.00 | $0.00 |
| May 13, 2026 | Boland Darrin Steve | Director | A | 2,836 | $0.00 | $0.00 |
| May 13, 2026 | PELLETIER LIANE J | Director | A | 2,836 | $0.00 | $0.00 |
| Mar 31, 2026 | COBB WILLIAM C | CEO | F | 12,229 | $51.95 | $635.3K |
| Mar 31, 2026 | COBB WILLIAM C | CEO | M | 28,048 | $0.00 | $0.00 |
| Mar 31, 2026 | Iverson Evan | SVP & Chief Operating Officer | M | 6,574 | $0.00 | $0.00 |
| Mar 31, 2026 | Collins Kathryn M | SVP & Chief Revenue Officer | F | 2,954 | $51.95 | $153.5K |
| Mar 31, 2026 | Fiarman Jeffrey | SVP & Chief Legal Officer | M | 7,012 | $0.00 | $0.00 |
| Mar 31, 2026 | COBB WILLIAM C | CEO | M | 28,048 | $0.00 | $0.00 |
| Mar 31, 2026 | Collins Kathryn M | SVP & Chief Revenue Officer | M | 6,574 | $0.00 | $0.00 |
| Mar 31, 2026 | Bailey Jason L | SVP & Chief Financial Officer | F | 427 | $51.95 | $22.2K |
| Mar 31, 2026 | Iverson Evan | SVP & Chief Operating Officer | F | 1,798 | $51.95 | $93.4K |
| Mar 31, 2026 | Bailey Jason L | SVP & Chief Financial Officer | M | 1,753 | $0.00 | $0.00 |
| Mar 31, 2026 | Collins Kathryn M | SVP & Chief Revenue Officer | M | 6,574 | $0.00 | $0.00 |
| Mar 31, 2026 | Iverson Evan | SVP & Chief Operating Officer | M | 6,574 | $0.00 | $0.00 |
| Mar 31, 2026 | Fiarman Jeffrey | SVP & Chief Legal Officer | F | 3,250 | $51.95 | $168.8K |
| Mar 31, 2026 | Bailey Jason L | SVP & Chief Financial Officer | M | 1,753 | $0.00 | $0.00 |
| Mar 31, 2026 | Fiarman Jeffrey | SVP & Chief Legal Officer | M | 7,012 | $0.00 | $0.00 |
| Mar 30, 2026 | Ganesh Balakrishnan A | SVP & Chief Technology Officer | A | 13,982 | $0.00 | $0.00 |
| Mar 30, 2026 | Shanks Sally J | VP, Controller & CAO | A | 2,796 | $0.00 | $0.00 |
| Mar 30, 2026 | Iverson Evan | SVP & Chief Operating Officer | A | 13,982 | $0.00 | $0.00 |
| Mar 30, 2026 | Bailey Jason L | SVP & Chief Financial Officer | A | 13,982 | $0.00 | $0.00 |
| Mar 30, 2026 | COBB WILLIAM C | CEO | A | 61,521 | $0.00 | $0.00 |
| Mar 30, 2026 | Collins Kathryn M | SVP & Chief Revenue Officer | A | 14,914 | $0.00 | $0.00 |
| Mar 30, 2026 | Fiarman Jeffrey | SVP & Chief Legal Officer | A | 14,914 | $0.00 | $0.00 |
| Mar 30, 2026 | Shanks Sally J | VP, Controller & CAO | A | 6,432 | $0.00 | $0.00 |
| Mar 27, 2026 | Bailey Jason L | SVP & Chief Financial Officer | M | 1,893 | $0.00 | $0.00 |
| Mar 27, 2026 | COBB WILLIAM C | CEO | F | 15,128 | $55.84 | $844.7K |
| Mar 27, 2026 | COBB WILLIAM C | CEO | M | 34,696 | $0.00 | $0.00 |
| Mar 27, 2026 | COBB WILLIAM C | CEO | M | 34,696 | $0.00 | $0.00 |
| Mar 27, 2026 | Collins Kathryn M | SVP & Chief Revenue Officer | F | 2,835 | $55.84 | $158.3K |
| Mar 27, 2026 | Collins Kathryn M | SVP & Chief Revenue Officer | M | 6,308 | $0.00 | $0.00 |
| Mar 27, 2026 | Bailey Jason L | SVP & Chief Financial Officer | M | 1,893 | $0.00 | $0.00 |
| Mar 27, 2026 | Bailey Jason L | SVP & Chief Financial Officer | F | 461 | $55.84 | $25.7K |
| Mar 27, 2026 | Collins Kathryn M | SVP & Chief Revenue Officer | M | 6,308 | $0.00 | $0.00 |
| Mar 27, 2026 | Fiarman Jeffrey | SVP & Chief Legal Officer | M | 9,463 | $0.00 | $0.00 |
| Mar 27, 2026 | Iverson Evan | SVP & Chief Operating Officer | F | 1,036 | $55.84 | $57.9K |
| Mar 27, 2026 | Fiarman Jeffrey | SVP & Chief Legal Officer | F | 4,386 | $55.84 | $244.9K |
| Mar 27, 2026 | Fiarman Jeffrey | SVP & Chief Legal Officer | M | 9,463 | $0.00 | $0.00 |
| Mar 27, 2026 | Iverson Evan | SVP & Chief Operating Officer | M | 3,785 | $0.00 | $0.00 |
| Mar 27, 2026 | Iverson Evan | SVP & Chief Operating Officer | M | 3,785 | $0.00 | $0.00 |
| Mar 25, 2026 | COBB WILLIAM C | CEO | M | 32,342 | $0.00 | $0.00 |
| Mar 25, 2026 | Collins Kathryn M | SVP & Chief Revenue Officer | M | 6,259 | $0.00 | $0.00 |
| Mar 25, 2026 | COBB WILLIAM C | CEO | F | 14,102 | $59.25 | $835.5K |
| Mar 25, 2026 | Bailey Jason L | SVP & Chief Financial Officer | M | 1,825 | $0.00 | $0.00 |
| Mar 25, 2026 | COBB WILLIAM C | CEO | M | 32,342 | $0.00 | $0.00 |
| Mar 25, 2026 | Bailey Jason L | SVP & Chief Financial Officer | M | 1,825 | $0.00 | $0.00 |
3 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 5.0/10.
NEUTRAL
8-K
4/10
Frontdoor reported Q1 2026 revenue of $451M (+6% YoY), GAAP diluted EPS of $0.57 (+18% YoY), and Adj
Apr 30, 2026
NEUTRAL
DEFA14A
3/10
Frontdoor, Inc. filed a DEFA14A proxy statement for its 2026 annual meeting, which includes the elec
Mar 30, 2026
BULLISH
8-K
8/10
Frontdoor reported record full-year 2025 financial results with 14% revenue growth to $2.09 billion,
Feb 26, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (69% buy). Based on 13 analysts: 4 strong buy, 5 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$74.20 mean target
+17.7% upside
Buy (1.86)
$68.00 Low
$82.00 High
| Metric | Value |
|---|---|
| Current Price | $63.05 |
| Target Low | $68.00 |
| Target Mean | $74.20 |
| Target Median | $71.00 |
| Target High | $82.00 |
| # Analysts | 5 |
| Recommendation | Buy (1.86) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.76 | $1.74 | $1.79 | 8.0% | -0.8% | 1↑ 4↓ | $0.6B | 4.1% | 5 |
| Next Q 2026-09-30 |
$1.75 | $1.68 | $1.83 | 10.8% | +0.7% | 2↑ 3↓ | $0.6B | 3.7% | 5 |
| Current FY 2026-12-31 |
$4.54 | $4.48 | $4.72 | 11.0% | +1.4% | 3↑ 1↓ | $2.2B | 4.2% | 5 |
| Next FY 2027-12-31 |
$5.03 | $4.80 | $5.28 | 10.7% | +1.4% | 3↑ 1↓ | $2.3B | 6.1% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.760 | |
| 7d ago | $1.774 | -0.014 |
| 30d ago | $1.774 | -0.014 |
| 60d ago | $1.774 | -0.014 |
| 90d ago | $1.780 | -0.020 |
2 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Mar 26, 2026 | Benchmark | INITIATE | — | Buy |
| Mar 2, 2026 | Goldman Sachs | UPGRADE | Sell | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 4 | 5 | 4 | 0 | 0 | 69% | |
| Apr 1, 2026 | 4 | 5 | 4 | 0 | 0 | 69% | |
| Mar 1, 2026 | 4 | 4 | 3 | 1 | 0 | 67% | |
| Feb 1, 2026 | 4 | 4 | 3 | 1 | 0 | 67% | |
| Jan 1, 2026 | 4 | 4 | 3 | 1 | 0 | 67% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Apr 30, 2026
earnings_calendar
FTDR Q1 2026 Earnings Scheduled — 2026-04-30
Feb 26, 2026
earnings_calendar
FTDR Q4 2025 Earnings After Market Close — 2026-02-26