Fenimore Asset Management Inc Sells 95,056 Shares of Frontdoor Inc. $FTDR

Fenimore Asset Management Inc decreased its position in shares of Frontdoor Inc. (NASDAQ:FTDR) by 27.9% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 245,564 shares of the company’s stock after selling 95,056 shares during the period. Fenimore Asset Management Inc’s holdings in Frontdoor were worth $14,167,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. Oppenheimer Asset Management Inc. increased its holdings in shares of Frontdoor by 8.2% during the fourth quarter. Oppenheimer Asset Management Inc. now owns 21,062 shares of the company’s stock worth $1,215,000 after buying an additional 1,594 shares in the last quarter. State of New Jersey Common Pension Fund D increased its holdings in shares of Frontdoor by 20.3% during the fourth quarter. State of New Jersey Common Pension Fund D now owns 43,599 shares of the company’s stock worth $2,515,000 after buying an additional 7,344 shares in the last quarter. B. Metzler seel. Sohn & Co. AG increased its holdings in shares of Frontdoor by 28.0% during the fourth quarter. B. Metzler seel. Sohn & Co. AG now owns 25,459 shares of the company’s stock worth $1,469,000 after buying an additional 5,563 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH increased its holdings in shares of Frontdoor by 41.6% during the fourth quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 41,743 shares of the company’s stock worth $2,426,000 after buying an additional 12,255 shares in the last quarter. Finally, Private Trust Co. NA increased its holdings in shares of Frontdoor by 256.3% during the fourth quarter. Private Trust Co. NA now owns 563 shares of the company’s stock worth $32,000 after buying an additional 405 shares in the last quarter.

Trending Headlines about Frontdoor

Here are the key news stories impacting Frontdoor this week:

• Positive Sentiment: Q1 results beat expectations — Frontdoor reported $0.73 EPS vs. consensus $0.66 and revenue of $451M vs. ~$442M, with revenue up ~5.9% year-over-year; management released the press deck and conference materials after the print. Zacks: Q1 Earnings and Revenues Top Estimates
• Positive Sentiment: Market reaction and coverage emphasize the beat — equity commentary and summary pieces note the stronger-than-expected quarter and positive investor response. KalkineMedia: Frontdoor Climbs on Strong Performance
• Neutral Sentiment: Guidance provided for FY?2026 and Q2 (revenue ranges roughly around ~$2.2B for FY and $635M–$650M for Q2) — ranges are generally in line with consensus, so guidance neither materially surprises to the upside nor signals a major downgrade; EPS guidance text in some reports was unclear. See the company presentation for details. Seeking Alpha: Q1 Results Presentation
• Neutral Sentiment: Earnings call/transcript and slide deck are available — provides transparency on margin drivers (net margin ~12%), product mix and membership trends for investors who want line?item detail. Seeking Alpha: Q1 Earnings Call Transcript
• Negative Sentiment: Leverage is a risk — the company carries a high debt-to-equity ratio (background metrics show ~4.7x), which can amplify returns but raises concern if growth slows or interest costs rise. (Monitor liquidity and any commentary on capital allocation in the slide deck/call.)

Wall Street Analyst Weigh In

FTDR has been the subject of several recent analyst reports. Oppenheimer reaffirmed an “outperform” rating and set a $70.00 price objective on shares of Frontdoor in a report on Thursday, February 26th. Truist Financial set a $71.00 price objective on shares of Frontdoor in a report on Monday, January 26th. Benchmark initiated coverage on shares of Frontdoor in a report on Thursday, March 26th. They set a “buy” rating and a $80.00 price objective for the company. Weiss Ratings raised shares of Frontdoor from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, April 22nd. Finally, The Goldman Sachs Group raised shares of Frontdoor from a “sell” rating to a “neutral” rating and raised their price objective for the stock from $50.00 to $67.00 in a report on Monday, March 2nd. One investment analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $68.60.

Frontdoor Price Performance

FTDR opened at $68.80 on Friday. The company has a fifty day moving average price of $60.33 and a two-hundred day moving average price of $58.73. The company has a debt-to-equity ratio of 4.95, a quick ratio of 1.55 and a current ratio of 1.47. Frontdoor Inc. has a 52 week low of $46.89 and a 52 week high of $70.77. The firm has a market capitalization of $4.86 billion, a PE ratio of 19.71 and a beta of 1.55.

Frontdoor (NASDAQ:FTDR) last released its earnings results on Thursday, April 30th. The company reported $0.73 EPS for the quarter, topping analysts’ consensus estimates of $0.66 by $0.07. Frontdoor had a net margin of 12.22% and a return on equity of 118.62%. The firm had revenue of $451.00 million during the quarter, compared to analyst estimates of $442.28 million. During the same quarter in the previous year, the business earned $0.64 EPS. The business’s quarterly revenue was up 5.9% compared to the same quarter last year. As a group, analysts anticipate that Frontdoor Inc. will post 4.48 earnings per share for the current year.

Frontdoor Company Profile

Frontdoor, Inc (NASDAQ:FTDR) is a leading provider of home service plans and repair solutions for residential property owners. The company offers contract-based coverage that helps homeowners manage the cost of repairing and replacing essential household systems and appliances, including heating and cooling, plumbing, electrical wiring, water heaters, washers, dryers, refrigerators and other major kitchen equipment.

Frontdoor delivers its services through a nationwide network of independent service professionals and contractors, leveraging a cloud-based platform and call center infrastructure to coordinate service visits and process claims.