FOA — Finance of America Companies Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Finance of America Companies Inc

Finance of America Companies Inc. a financial service holding company, through its subsidiaries, provides home equity-based financing solutions for a modern retirement in the United States. The company operates through two segments: Retirement Solutions and Portfolio Management. It offers home equity conversion and non-agency reverse mortgage loans; and product development, loan securitization, loan sales, risk management, servicing oversight, an… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$20.04
Market Cap$168M
Float3.3M
Shares Outstanding8.9M
P/E (Forward)4.05
P/E (TTM)8.35
Price/Sales (TTM)0.37
vs. Analyst Target+24.8% to analyst PT
Profit Margin7.20%
Operating Margin (TTM)13.05%
Revenue (TTM)$452M
Earnings Growth (YoY)-64.70%
Dividend RateNone
Analyst Target Price$25.00 (1 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $2.39B $518M $1.74B $520M
2021 $1.74B -$1.18B $1.71B -$232M
2022 $687M -$191M -$32.4M -$278M
2023 $1.57B -$80.1M $177M -$119M
2024 $1.95B $15.5M $271M $81.8M
2025 $2.13B $45.2M $412M $152M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $598M $34.9M
Sep 2025 $491M -$9.5M
Dec 2025 $493M -$10.4M
Mar 2026 $474M $17.5M

Ownership & Float

Insider Ownership52.4%
Institutional Ownership57.1%
Short Float18.6%
% of All Funds Holding0.79%
Number of Funds Holding65

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$19.89Near-term / short-term trend
Weekly40-Week SMA$21.86Medium-term trend
Weekly80-Week SMA$22.47Cyclical trend (business cycle)
Weekly200-Week SMA$16.38Secular trend (multi-year)
Monthly10-Month SMA$21.83Near-term monthly trend
Monthly20-Month SMA$21.73Medium-term monthly trend
Monthly40-Month SMA$16.37Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$12.10 support 3.56x 17 months ago
$7.20 support 2.11x 19 months ago
$5.00 support 1.28x 21 months ago
$4.90 support 1.66x 23 months ago

Historical Earnings Reactions (28 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.67% 0.14% 50.00% 14.65% -21.75%
1 Day -1.04% 0.00% 42.86% 11.16% -28.22%
1 Week 0.84% 0.12% 53.57% 41.71% -22.77%
2 Weeks -0.76% 0.10% 50.00% 43.23% -22.84%
1 Month 1.95% 0.20% 51.85% 72.40% -33.50%

Next earnings: July 24, 2026 (56 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan-1.1%28.6%7
Feb-7.6%28.6%7
Mar-9.2%0.0%7
Apr0.9%57.1%7
May1.1%42.9%7
Jun-4.2%57.1%7
Jul6.4%71.4%7
Aug-7.4%28.6%7
Sep6.4%42.9%7
Oct-1.5%42.9%7
Nov3.8%42.9%7
Dec8.5%71.4%7

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.20% 44.0% 334
Tuesday -0.07% 39.7% 370
Wednesday 0.13% 44.9% 365
Thursday -0.04% 40.3% 357
Friday -0.24% 41.6% 358

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 57.1%

Insider Transactions — Smart Summary

Total insider ownership: 52.4%

Founder-led management: Brian L. Libman (Founder & Chairman of the Board)

12-Month Insider Activity Summary

Total Filings33
Net Value-$1.4M
Net Shares Change-6,077,425
% of Float-185.7%
C-Suite Filings27
Clusters Detected2

Key Insiders

NameTitleNet ValueFilingsActivity
Blackstone Tactical Opportunities Associates - NQ L.L.C. -$31.9M 2 2 sell
BTO Urban Holdings L.L.C. -$31.9M 2 2 sell
COOPERMAN LEON G +$5.0M 2 3 buy
Sieffert Kristen N President -$576,972.1 1 N/A
Prahm Jeremy Chief Investment Officer -$229,900.99 2 N/A
Engel Matthew A Chief Financial Officer +$174,401.8 1 1 buy

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-12-03 – 2025-12-08 3 3 -$31.9M 1 C-suite
2026-03-02 – 2026-03-16 4 4 -$31.9M 1 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-03-17 Engel Matthew A Chief Financial Officer +$174,401.8 Transaction at $16.45, now +21.8%
2026-03-16 COOPERMAN LEON G +$450.8 Transaction at $16.10, now +24.5%
2025-09-02 COOPERMAN LEON G +$5.0M Transaction at $19.16, now +4.6%
2026-03-02 Blackstone Tactical Opportunities Associates - NQ L.L.C. -$16.0M Transaction at $10.00, now +100.4%
2026-03-02 BTO Urban Holdings L.L.C. -$16.0M Transaction at $10.00, now +100.4%
2025-12-08 Blackstone Tactical Opportunities Associates - NQ L.L.C. -$16.0M Transaction at $10.00, now +100.4%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Finance of America Companies Inc (FOA) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for FOA on Trend Edge →