Finance of America Companies (FOA)

• Market cap: $285M
• 1 day: 4.55%
• 5 days: 0.82%
• 1 month: -5.61%
• 3 months: 20.51%
• 6 months: 13.34%
• Year to date: -8.98%
• 1 year: 113.97%
• 5 years: -74.51%
• 10 years: -74.51%
• Sector: Financials
• Industry: Credit Services

About: Finance of America Companies Inc is a financial services holding company that, through its operating subsidiaries, is a modern retirement solutions platform that provides customers with access to a range of retirement offerings centered on the home. In addition, FoA offers capital markets and portfolio management capabilities to optimize the distribution of its originated loans to investors. It operates through two segments: Retirement Solutions and Portfolio Management. It generates the majority of its revenue from Retirement Solutions.

Employees: 747

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

674% more call options, than puts

Call options by funds: $27.5M | Put options by funds: $3.56M

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

28% more funds holding

Funds holding: 46 [Q1] → 59 (+13) [Q2]

16% more capital invested

Capital invested by funds: $136M [Q1] → $158M (+$21.3M) [Q2]

1.39% more ownership

Funds ownership: 59.76% [Q1] → 61.15% (+1.39%) [Q2]

33% less funds holding in top 10

Funds holding in top 10: 3 [Q1] → 2 (-1) [Q2]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $25
• Avg. target: $25
• High target: $25

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

UBS Douglas Harter

$25

Neutral Maintained

15 Jul 2025