Frontdoor (FTDR)

American Home Shield Corporation • American Home Shield of Arizona, Inc. • American Home Shield of California, Inc. • American Home Shield of Florida, Inc. • American Home Shield of Iowa, Inc. • American Home Shield of Maine, Inc. • American Home Shield of Oklahoma, Inc. • American Home Shield of Texas, Inc. • American Home Shield of Virginia, Inc. • American Home Shield of Washington, Inc. ...

IRS number

823871179

FTDR stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$52.00

Low target

$46.00

High target

$58.00

Latest filings (excl ownership)

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8-K

Frontdoor, Inc. COMPLETES ACQUISITION OF 2-10 Home Buyers Warranty AND PRICING of PREVIOUSLY ANNOUNCED $1.47 Billion Credit facility

19 Dec 24

8-K

Frontdoor, Inc. Launches $1.47 Billion Credit Facility to Fund Acquisition of 2-10 Home Buyers Warranty and Refinance Debt

4 Nov 24

Frontdoor Announces Record Third-Quarter 2024 Results

1 Aug 24

Frontdoor Board Approves New 3-Year, $650M Share Repurchase Authorization

1 Aug 24

8-K

Frontdoor, Inc. to Acquire 2-10 Home Buyers Warranty for $585 Million In Cash

4 Jun 24

8-K

Submission of Matters to a Vote of Security Holders

2 May 24

Results of Operations and Financial Condition

2 May 24

Transcripts

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FTDR

Earnings call transcript

2024 Q3

4 Nov 24

FTDR

Earnings call transcript

2024 Q2

1 Aug 24

FTDR

Earnings call transcript

2024 Q1

2 May 24

FTDR

Earnings call transcript

2023 Q4

28 Feb 24

FTDR

Earnings call transcript

2023 Q3

1 Nov 23

FTDR

Earnings call transcript

2023 Q2

2 Aug 23

FTDR

Earnings call transcript

2023 Q2

2 Aug 23

FTDR

Earnings call transcript

2023 Q1

4 May 23

FTDR

Earnings call transcript

2023 Q1

4 May 23

FTDR

Earnings call transcript

2022 Q3

3 Nov 22

Latest ownership filings

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Notice of proposed sale of securities

11 Dec 24

144

Notice of proposed sale of securities

Notice of proposed sale of securities

14 Aug 24

Financial summary

Financial statements Chart FTDR financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	375.00 mm	375.00 mm	375.00 mm	375.00 mm	375.00 mm	375.00 mm
Cash burn (monthly)	14.67 mm	(no burn)	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	40.94 mm	n/a	n/a	n/a	n/a	n/a
Cash remaining	334.06 mm	n/a	n/a	n/a	n/a	n/a
Runway (months of cash)	22.8	n/a	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from Frontdoor earnings reports.

Institutional ownership, Q2 2024

FTDR institutional ownership history Ownership history

98.4% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	274	235	+16.6%
Opened positions	74	61	+21.3%
Closed positions	35	49	-28.6%
Increased positions	85	81	+4.9%
Reduced positions	88	69	+27.5%

13F shares	Current	Prev Q	Change
Total value	2.53 tn	2.25 tn	+12.3%
Total shares	78.37 mm	73.63 mm	+6.4%
Total puts	153.40 k	23.70 k	+547.3%
Total calls	857.20 k	17.20 k	+4883.7%
Total put/call ratio	0.2	1.4	-87.0%

Largest owners	Shares	Value	Change
BLK BlackRock	13.85 mm	$468.15 bn	-3.7%
Vanguard	9.76 mm	$329.70 bn	-4.1%
Boston Partners	6.13 mm	$207.26 bn	-1.1%
STT State Street	4.08 mm	$137.91 bn	-3.3%
Reinhart Partners	2.33 mm	$78.76 bn	+1.8%
Victory Capital Management	2.18 mm	$73.53 bn	+8.7%
Geode Capital Management	2.04 mm	$68.91 bn	+4.2%
Dimensional Fund Advisors	1.79 mm	$60.40 bn	+5.3%
Renaissance Technologies	1.55 mm	$52.26 bn	+23.2%
MS Morgan Stanley	1.28 mm	$43.31 bn	-20.6%

Largest transactions	Shares	Bought/sold	Change
MKFCF Mackenzie Financial	19.00 k	-1.14 mm	-98.4%
Charles Schwab Investment Management	1.03 mm	+1.03 mm	NEW
Millennium Management	908.90 k	+908.90 k	NEW
FIL	1.28 mm	-830.00 k	-39.4%
Man Group Limited	682.01 k	+682.01 k	NEW
Invenomic Capital Management	662.56 k	+662.56 k	NEW
Swedbank AB	1.21 mm	+641.48 k	+112.7%
Allianz Asset Management GmbH	559.39 k	+559.39 k	NEW
BLK BlackRock	13.85 mm	-526.14 k	-3.7%
D. E. Shaw & Co.	518.30 k	+518.30 k	NEW

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

FTDR insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
11 Dec 24	Evan Iverson	Common Stock	Sell	Dispose S	No	No	58.8434	16,000	941.49 k	4,955
10 Dec 24	Kathryn M Collins	Common Stock	Sell	Dispose S	No	No	58.056	25,784	1.50 mm	9,429
10 Dec 24	Kathryn M Collins	Common Stock	Option exercise	Acquire M	No	No	26.42	25,784	681.21 k	35,213
10 Dec 24	Kathryn M Collins	Employee Stock Options Common Stock	Option exercise	Dispose M	No	No	26.42	25,784	681.21 k	22,299
14 Aug 24	Brim Chastitie	Common Stock	Sell	Dispose S	No	No	46.251	8,350	386.20 k	11,541
14 Aug 24	Brim Chastitie	Common Stock	Sell	Dispose S	No	No	46.275	300	13.88 k	19,891
14 Aug 24	Brim Chastitie	Common Stock	Option exercise	Acquire M	No	No	26.42	2,879	76.06 k	20,191
14 Aug 24	Brim Chastitie	Common Stock	Option exercise	Acquire M	No	No	28.82	5,771	166.32 k	17,312
14 Aug 24	Brim Chastitie	Employee Stock Options (Right to Buy Common Stock	Option exercise	Dispose M	No	No	26.42	2,879	76.06 k	6,335
14 Aug 24	Brim Chastitie	Employee Stock Options Common Stock	Option exercise	Dispose M	No	No	28.82	5,771	166.32 k	4,489