Frontdoor, Inc.
In the published model solve dated 2026-Q2, anchored at $75.45, Frontdoor, Inc. (FTDR) is priced for +4.8% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 26, 2026 from SEC EDGAR filings.
• About three quarters of revenue is renewal revenue, households re-upping a home warranty they first bought in an earlier year, which is why the company measures customer retention on a rolling twelve-month basis rather than quarter by quarter. • Volume is the soft spot: the number of home warranties sat unchanged at 2.10 million in the March quarter while revenue rose 6%, five points of which came from higher realized price and one point from volume [Source: Q1 2026 earnings release, April 30,
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354 institutional managers reported holding FTDR in 13F filings for the quarter ended 2026-03-31. 52 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 2.9M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (5.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
FTDR has cut its share count 17.4% over the past five years, spending $788.00M on repurchases. It pays no dividend. Cash returned over the past three years: $592.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at FTDR over the trailing three years: 2025: 2 buys totaling $425k. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
FTDR's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | +5.6% | -20.5% |
| 2023-11-02 | +13.5% | +2.1% |
| 2024-02-29 | -5.1% | +8.3% |
| 2024-05-03 | +12.7% | -2.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
FTDR's latest 8-K filings: 2026-09-03 (items 5.02); 2026-08-06 (items 2.02, 9.01); 2026-06-29 (items 5.02, 7.01, 9.01); 2026-05-18 (items 5.07); 2026-04-30 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 26, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.