FTDR at a glance
Frontdoor, Inc. (FTDR, SEC CIK 1727263) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 3, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Frontdoor, Inc. (FTDR) reported revenue of $2.1 billion (up 13.6% from FY2024) and net income of $255.0 million. Diluted EPS was $3.42.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding Frontdoor, Inc. (FTDR) shares worth $2.8 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Iverson Evan on August 10, 2026 of 18,190 shares at $85.50 per share.
- In the last 90 days, FTDR insiders reported 0 open-market purchases ($0) and 3 open-market sales ($3.6M) on Form 4, a net sale of $3.6M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.1B
- +13.6% vs prior year
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$3.6M
- 13F holders
- 32 funds
- $2.8B · +0 vs prior quarter
- Latest 8-K
- Sep 3, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: U.S. leading home warranties provider with customizable plans covering home systems and appliances
- New emphasis: Expansion of non-warranty services including New HVAC upgrade, Moen smart water shut-off partnership, and Virtual Experts video support
- Strategic shift: December 2024 acquisition of 2-10 HBW for new home builder warranties, adding ~20,000 builder partners and covering 1 in 6 U.S. new homes in 2025
- Quantitative metric: 2.1 million active home warranties and ~17,000 contractor firms, with preferred contractors completing 84% of service requests
- Noteworthy fact: 76% of 2025 revenue from customer renewals, demonstrating strong retention and revenue predictability
Risk Factors
- Legal risk from consumer protection laws and lawsuits increasing regulatory expenses and potential liabilities
- Macroeconomic threat from inflation, tariffs, and changing interest rates affecting home sales, consumer demand, labor availability
- Operational dependence on third-party vendors and business process outsourcers creating supply chain vulnerabilities
- Market disruption risk from evolving competition and intensity changes in the home warranty market
- Financial risk from significant indebtedness increasing interest expense and limiting additional debt capacity
Management Discussion & Analysis
- Best/worst performing segment not detailed in provided text
- Acquisition of 2-10 HBW for $580 million cash finalized Dec 2024
- No forward-looking guidance or risk mentioned in provided text
AI summary of the FTDR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No risk factors provided in the submitted excerpt; comparison with the most recent 10-K unavailable
- Share-repurchase liquidity risk: $178 million remaining under the $650 million authorization through September 4, 2027
- Capital-allocation exposure: 1,411,389 shares repurchased during the quarter at an average $64.48 per share
AI summary of the FTDR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Chief Accounting Officer Sally J. Shanks resigning September 18, 2026 for other business opportunities
- Departure not tied to disagreements with management, the Board, operations, policies, or practices
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter ended June 30, 2026 results announced on August 6, 2026
- Full financial results and management commentary contained in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue rose 5% to $645M, led by 4% renewal growth and 19% growth in other revenue
- Net income increased 13% to $125M, while diluted EPS rose 19% to $1.76
Item 7.01: Regulation FD Disclosure
- Exhibit 99.1 announces Ms. Sferruzza’s election to Frontdoor’s board
- Director appointment may affect governance oversight and strategic decision-making
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Hilla Sferruzza elected director and Audit Committee member, effective June 29, 2026
- Independent director under Nasdaq standards, strengthening governance and audit oversight
Item EX-99.1: Item EX-99.1
- Board expanded to nine directors with Hilla Sferruzza elected effective June 29, 2026
- Sferruzza joins the Audit Committee, strengthening board oversight of financial reporting and controls
AI summaries of FTDR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for FTDR
Don't miss the next FTDR filing
- Alerts as it files. A push when FTDR files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut FTDR, by share count.
- Ask anything. An AI agent that reads every FTDR filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Bailey Jason L | M | Oct 1, 2026 | 3,126 | - |
| Bailey Jason L | M | Oct 1, 2026 | 3,126 | - |
| Bailey Jason L | F | Oct 1, 2026 | 762 | $73.12 |
| Shanks Sally J | F | Aug 25, 2026 | 258 | $82.75 |
| Shanks Sally J | M | Aug 25, 2026 | 836 | - |
| Shanks Sally J | M | Aug 25, 2026 | 836 | - |
| Iverson Evan | Sell | Aug 10, 2026 | 18,190 | $85.50 |
| Collins Kathryn M | M | Aug 10, 2026 | 10,000 | $26.42 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.8B | $2.1B |
| Gross Profit | $885.0M | $991.0M | $1.2B |
| Net Income | - | $235.0M | $255.0M |
| Gross Margin | - | 53.8% | 55.3% |
| Net Margin | - | 12.8% | 12.2% |
| Balance Sheet | |||
| Total Assets | $1.1B | $2.1B | $2.1B |
| Equity | - | $239.0M | $242.0M |
| ROE | - | 98.3% | 105.4% |
| Per Share | |||
| EPS | $2.12 | $3.01 | $3.42 |
| Cash Flow | |||
| Operating CF | - | $270.0M | $416.0M |
| CapEx | $32.0M | $39.0M | $26.0M |
Source: XBRL data in Frontdoor, Inc. (FTDR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate FTDR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $2.83B |
| Q1 2026 | 32 | $1.88B |
| Q4 2025 | 31 | $2.12B |
| Q3 2025 | 31 | $2.50B |
| Q2 2025 | 30 | $2.13B |
| Q1 2025 | 26 | $964.8M |
| Q4 2024 | 23 | $1.24B |
| Q3 2024 | 20 | $607.3M |
- Goldman Sachs Group+993.1K (+144%)
- T. Rowe Price Group+619.5K (+61%)
- Dimensional Fund Advisors+136.9K (+12%)
- Vanguard Portfolio Management LLC+97.6K (+2%)
- BlackRock+75.5K (+1%)
- FMR LLC (Fidelity)−712.9K (-37%)
- Prudential Financial−150.0K (-49%)
- Citadel Advisors LLC−125.9K (-69%)
- JPMorgan Chase & Co−109.3K (-34%)
- Morgan Stanley−93.6K (-6%)
- Allstate+2.6K
- Blackstone Group−4.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 225 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
FTDR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 8-K | Sep 3, 2026 | - | Analysis | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| SC 13G | Aug 7, 2026 | - | - | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 8-K | Jun 29, 2026 | - | Analysis | - |
| 8-K | May 18, 2026 | - | Analysis | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 10-Q | Apr 30, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 1, 2026 | - | - | - |
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FTDR SEC filings: frequently asked questions
Are FTDR insiders buying or selling?
In the last 90 days, Frontdoor, Inc. (FTDR) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $3.6 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold FTDR stock?
As of June 30, 2026, the largest Frontdoor, Inc. (FTDR) holders among the 13F filers tracked by SignalX were BlackRock ($859.5 million), Vanguard Portfolio Management LLC ($371.4 million), State Street Corp ($272.8 million), Vanguard Capital Management LLC ($245.6 million), Renaissance Technologies LLC ($145.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was FTDR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Frontdoor, Inc. (FTDR) reported revenue of $2.1 billion (up 13.6% from FY2024) and net income of $255.0 million. Diluted EPS was $3.42. The figures come from the XBRL data in the 10-K.
What are the main risks in FTDR's latest 10-K?
In the 10-K filed February 26, 2026, Frontdoor, Inc. (FTDR) flagged: Legal risk from consumer protection laws and lawsuits increasing regulatory expenses and potential liabilities. Macroeconomic threat from inflation, tariffs, and changing interest rates affecting home sales, consumer demand, labor availability. (AI summary of the Risk Factors section.)
What did FTDR report in its latest 8-K?
Frontdoor, Inc. (FTDR) filed an 8-K on September 3, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Chief Accounting Officer Sally J. Shanks resigning September 18, 2026 for other business opportunities.
What are the latest FTDR SEC filings?
Frontdoor, Inc. (FTDR) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 3, 2026 and a Form 4 insider filing on October 5, 2026.
What is FTDR's SEC CIK number?
Frontdoor, Inc. (FTDR)'s SEC Central Index Key (CIK) is 1727263. EDGAR lists every FTDR filing under that number.
Ask anything about FTDR
The research agent reads FTDR's filings, financials, insider trades and 13F holders, then answers with sources.