Frontdoor (FTDR)
Sells home and builder warranties fulfilled through a nationwide contractor network.
Something off on this page? Send us feedback.
Sells typically annual home warranties for systems and appliances through renewal, direct-to-consumer and real estate channels. Service is fulfilled by a nationwide independent-contractor network, while 2-10 HBW adds builder-backed and insurance-backed warranties for newly built homes.
Sells home warranty plans under American Home Shield, HSA, OneGuard and Landmark, covering breakdowns in major systems and appliances. Through 2-10 HBW, it also provides builder-backed and insurance-backed warranties for workmanship, distribution systems and structural components in new homes, plus claims administration.
Most revenue comes from annual customer contracts, led by renewals; first-year plans are sold directly and through real estate transactions. Service requests are routed through a nationwide network of independent contractor firms, supported by virtual diagnosis and contractor workflow tools.
Results depend on retention, pricing, weather-driven claim volume, contractor capacity, and parts, appliance and labor costs. Home and builder warranties, telemarketing, data use and contractor activity are governed by federal and state consumer, service-contract and insurance rules.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 24, 2026 | Wolfe Research | Upgrade | Rating: — | |
| Aug 7, 2026 | Truist Financial | Target | Target: $82 | Target: $105 |
| Aug 7, 2026 | Oppenheimer | Reiterate | Rating: —Target: $70 | Target: $100 |
| Jul 24, 2026 | Truist Financial | Target | Target: $71 | Target: $82 |
| Mar 2, 2026 | Goldman Sachs | Upgrade | Target: $46 | Target: $67 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $627.0M · Total debt $1.18B · Total assets $2.19B · Shareholders' equity $284.0M
- Revenue
- $645.0M
- Operating income
- $180.0M
- Net income
- $125.0M
No dividends on record.
| Institutions | ≥ 99.48% | 69.87M shares | |
|---|---|---|---|
| 397 holders · as of Jun 30, 2026 · largest filers only | |||
| Insiders | 0.72% | 502.3K shares | |
| 17 holders · as of Aug 27, 2026 | |||
| Strategic holders | 10.55% | 7.41M shares | |
| 1 holder · as of Feb 10, 2022 | |||
| Adds to | 110.75% | ||
70.23M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the 98 largest filers, so at least this.
These groups come from separate filings that can overlap, so they add to 110.75%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 15.77% | 11.08M | as of Jun 30, 2026 |
ArrowMark Colorado Holdings, LLCInstitution | 11.70% | 8.22M | filed Mar 11, 2022 |
Southeastern Asset Management, Inc.Strategic | 10.55% | 7.41M | filed Feb 10, 2022 |
Boston PartnersInstitution | 7.64% | 5.37M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.82% | 4.79M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 10, 2026 | Jeffrey Fiarman | officer: SVP & Chief Legal Officer | −13,000 | $85.11 |
| Aug 10, 2026 | Kathryn M. Collins | officer: SVP & Chief Revenue Officer | −10,000 | $88.98 |
| Aug 10, 2026 | Evan Iverson | officer: SVP & Chief Operating Officer | −18,190 | $85.50 |
| Mar 3, 2026 | Jeffrey Fiarman | officer: SVP & Chief Legal Officer | −15,000 | $67.60 |
- First American Financial
Direct home-warranty rival in real-estate and renewal channels
- Old Republic International
Home-warranty and insurance peer for covered repair costs
- Brookfield Infrastructure Partners
HomeServe owner with adjacent repair-plan subscriptions
- Fidelity National Financial
Title-channel home-warranty competitor at closing
- Lowe's
Retail protection-plan rival for appliances and installed work
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Frontdoor | $76.38 | −1.14% | $5.60B | 21.1 | 15.6 | 2.6 | +4.5% |
| First American Financial | $69.24 | −0.04% | $7.07B | 9.6 | 9.9 | 1.7 | +15.0% |
| Old Republic International | $38.78 | 0.00% | $9.55B | 8.6 | 12.1 | 1.0 | +13.4% |
| Brookfield Infrastructure Partners | $35.78 | +0.06% | $16.50B | — | 64.3 | — | +19.4% |
| Fidelity National Financial | $42.55 | −0.02% | $11.43B | 14.7 | 7.9 | 0.7 | +11.4% |
| Lowe's | $196.08 | −0.03% | $107.12B | 16.1 | 15.7 | 1.2 | +8.3% |
| Median | 12.2 | 12.1 | 1.1 | +13.4% |