Frontdoor, Inc.
In the published model solve dated 2026-Q2, anchored at $82.50, Frontdoor, Inc. (FTDR) is priced for +7.3% 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: 2026-08-06 (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); 2026-03-17 (items 5.02, 7.01, 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.