FOA Finance of America Companies Inc.
Price Chart
Executive Summary
FOA reported Q1 2026 adjusted EPS of $1.10, beating consensus of $0.84 by 31%, driven by strong origination gains and portfolio management. However, total revenue fell 28% YoY to $120M and GAAP net income declined 56%, creating a mixed picture.
Actionable Insight
The strong adjusted EPS beat may drive short-term enthusiasm, but the revenue decline and GAAP net income drop warrant caution. Watch for sustainability of origination growth and fair value trends in the next quarter.
Key Facts
- Adjusted EPS $1.10 vs consensus $0.84 (beat by 31%)
- Total revenues $120M, down 28% YoY from $166M
- GAAP basic EPS $1.93, diluted EPS $0.88; net income $35M down 56% YoY
- Funded volume $596M, up 6% YoY
- Tangible equity $268M, up 43% YoY
- Completed Blackstone equity repurchase in February 2026
Financial Impact
Adjusted EPS beat by $0.26 vs consensus; revenue declined $46M YoY
Risk Factors
- Continued revenue decline from fair value volatility
- Mortgage rate sensitivity impacting origination volume
- Non-GAAP adjustments masking GAAP profitability
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-030502 |
| Document: foa-20260505.htm | 0001628280-26-030502 |
| Document: 0001628280-26-030502-index-headers.html | 0001628280-26-030502 |
| Document: 0001628280-26-030502-index.html | 0001628280-26-030502 |
| Document: 0001628280-26-030502.txt | 0001628280-26-030502 |
| 8-K Data (Synthetic) | 0001628280-26-030502 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
1d ago
|
Institutional Cluster
| $20.09 awaiting T+20 | awaiting T+20 | — | $20.24 (+0.75%) |
|
May 5, 2026
5w ago
|
8-K
| $21.01 $19.09 | ▼ −9.14% | ▼ −11.92% | $20.24 (−3.66%) |
|
May 5, 2026
5w ago
|
8-K
| $21.01 $19.09 | ▼ −9.14% | ▼ −11.92% | $20.24 (−3.66%) |
|
Apr 1, 2026
10w ago
|
Insider Cluster
| $17.20 $19.36 | ▲ +12.56% | ▲ +2.84% | $20.24 (+17.67%) |
|
Mar 13, 2026
13w ago
|
Insider Cluster
| $16.30 $20.04 | ▲ +22.94% | ▲ +19.36% | $20.24 (+24.17%) |
|
Feb 27, 2026
15w ago
|
Insider Cluster
| $19.35 $16.35 | ▲ +15.50% | ▲ +7.95% | $20.24 (−4.60%) |
|
Feb 26, 2026
15w ago
|
EFFECT
| $19.76 $16.70 | ▼ −15.49% | ▼ −9.08% | $20.24 (+2.43%) |
US Market Status
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