# Finance of America Companies Inc.: overview

FOA · NYSE · CIK 1828937 · [Financials](/sectors/financials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/foa.md) · [Financials](/companies/foa/financials.md) · [Filings](/companies/foa/filings.md) · [Insiders](/companies/foa/insiders.md)

Latest reported revenue: [$62.5m](/filings/0001628280-26-054843.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 7, 2026 (XBRL us-gaap:Revenues, accession 0001628280-26-054843).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [290](/filings/0001628280-25-052025.md) | [(49.4) d](/filings/0001628280-26-017692.md) | [166](/filings/0001628280-26-033536.md) | [177](/filings/0001628280-26-054843.md) | [80.8](/filings/0001628280-25-052025.md) | [73.5 d](/filings/0001628280-26-017692.md) | [120](/filings/0001628280-26-033536.md) | [62.5](/filings/0001628280-26-054843.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Net margin | % | [29.0%](/filings/0001628280-25-052025.md) | [119.5% d](/filings/0001628280-26-017692.md) | [18.2%](/filings/0001628280-26-033536.md) | [19.7%](/filings/0001628280-26-054843.md) | [(11.8%)](/filings/0001628280-25-052025.md) | [(14.1%) d](/filings/0001628280-26-017692.md) | [14.6%](/filings/0001628280-26-033536.md) | [3.3%](/filings/0001628280-26-054843.md) |
| Diluted EPS | $ per share | [7.50](/filings/0001628280-25-052025.md) | not reported | [2.43](/filings/0001628280-26-033536.md) | [2.13](/filings/0001628280-26-054843.md) | [(1.27)](/filings/0001628280-25-052025.md) | not reported | [0.88](/filings/0001628280-26-033536.md) | [(1.28)](/filings/0001628280-26-054843.md) |
| Free cash flow | $m | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |

- Revenue. XBRL Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2020 (2020-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [1,800](/filings/0001828937-23-000021.md) | [52.8](/filings/0001828937-24-000024.md) | [234](/filings/0001828937-25-000032.md) | [394](/filings/0001628280-26-017692.md) | [497](/filings/0001628280-26-017692.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | [(0.1%)](/filings/0001193125-21-163922.md) | not reported | not reported | not reported | not reported |
| Net margin | % | [28.8%](/filings/0001828937-23-000021.md) | [(361.4%)](/filings/0001828937-24-000024.md) | [(34.2%)](/filings/0001828937-25-000032.md) | [3.9%](/filings/0001628280-26-017692.md) | [9.1%](/filings/0001628280-26-017692.md) |
| Diluted EPS | $ per share | not reported | [(3.12)](/filings/0001828937-24-000024.md) | [(9.77)](/filings/0001828937-25-000032.md) | [1.18](/filings/0001628280-26-017692.md) | [3.74](/filings/0001628280-26-017692.md) |
| Free cash flow | $m | [(695)](/filings/0001828937-23-000021.md) | [1,397](/filings/0001828937-24-000024.md) | not reported | not reported | not reported |

- Revenue. XBRL Revenue: us-gaap:Revenues.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:Revenues.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:Revenues.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/foa/insiders.md)

| Date | Insider | Role | Transaction | Shares | Reported price | Value | Filing |
| --- | --- | --- | --- | ---: | ---: | ---: | --- |
| 2026-02-27 | [Blackstone Tactical Opportunities Fund - U - NQ L.L.C.](/insiders/1853348.md) | 10% owner | Sale (S) | 1 | $0.00 | $0 | [Form 4](/filings/0001193125-26-089103.md) |
| 2026-02-27 | [Blackstone Tactical Opportunities Fund - U - NQ L.L.C.](/insiders/1853348.md) | 10% owner | Sale (S) | 1 | $0.00 | $0 | [Form 4](/filings/0001193125-26-089103.md) |
| 2026-02-27 | [Blackstone Tactical Opportunities Fund - U - NQ L.L.C.](/insiders/1853348.md) | 10% owner | Sale (S) | 1,208,126 | $10.00 | $12.1m | [Form 4](/filings/0001193125-26-089103.md) |
| 2026-02-27 | [Blackstone Tactical Opportunities Fund - U - NQ L.L.C.](/insiders/1853348.md) | 10% owner | Sale (S) | 2,161 | $10.00 | $21.6k | [Form 4](/filings/0001193125-26-089103.md) |
| 2026-02-27 | [Blackstone Tactical Opportunities Fund - U - NQ L.L.C.](/insiders/1853348.md) | 10% owner | Sale (S) | 385,855 | $10.00 | $3.9m | [Form 4](/filings/0001193125-26-089103.md) |
| 2025-12-04 | [Blackstone Tactical Opportunities Fund - U - NQ L.L.C.](/insiders/1853348.md) | 10% owner | Sale (S) | 1,208,126 | $10.00 | $12.1m | [Form 4](/filings/0001193125-25-311548.md) |
| 2025-12-04 | [Blackstone Tactical Opportunities Fund - U - NQ L.L.C.](/insiders/1853348.md) | 10% owner | Sale (S) | 2,161 | $10.00 | $21.6k | [Form 4](/filings/0001193125-25-311548.md) |
| 2025-12-04 | [Blackstone Tactical Opportunities Fund - U - NQ L.L.C.](/insiders/1853348.md) | 10% owner | Sale (S) | 385,855 | $10.00 | $3.9m | [Form 4](/filings/0001193125-25-311548.md) |
| 2023-03-31 | [Blackstone Holdings III L.P.](/insiders/1404073.md) | 10% owner | Purchase (P) | 43,228 | $1.38 | $59.7k | [Form 4](/filings/0000899243-23-010456.md) |
| 2023-03-31 | [Blackstone Holdings III L.P.](/insiders/1404073.md) | 10% owner | Purchase (P) | 3,109,235 | $1.38 | $4.3m | [Form 4](/filings/0000899243-23-010456.md) |
| 2023-03-31 | [Blackstone Holdings III L.P.](/insiders/1404073.md) | 10% owner | Purchase (P) | 7,717,103 | $1.38 | $10.6m | [Form 4](/filings/0000899243-23-010456.md) |

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [COOPERMAN LEON G](/funds/898382.md) | 2026-06-30 | $35.4m | 1,286,068 |  | Unchanged |
| [Beach Point Capital Management LP](/funds/1453885.md) | 2026-06-30 | $25.5m | 927,837 |  | Unchanged |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $8.4m | 304,153 |  | Added +15,874 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $7.7m | 281,039 |  | Reduced −43,783 |
| [BRIGADE CAPITAL MANAGEMENT, LP](/funds/1421306.md) | 2026-06-30 | $7.7m | 280,476 |  | Added +123,476 |
| [AMERICAN CENTURY COMPANIES INC](/funds/748054.md) | 2026-06-30 | $4.8m | 174,786 |  | Added +14,186 |
| [DIMENSIONAL FUND ADVISORS LP](/funds/354204.md) | 2026-06-30 | $3.7m | 135,623 |  | Added +33,562 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $3.2m | 115,214 |  | Added +3,988 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](/funds/1446194.md) | 2026-06-30 | $3.2m | 114,600 | Put | Added +22,500 |
| [Purpose Unlimited Inc.](/funds/2115120.md) | 2026-06-30 | $3.0m | 110,021 |  | Unchanged |

## Recent filings

[All 526 filings](/companies/foa/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-08-07 | 20:15 ET | [10-Q](/filings/0001628280-26-054843.md) | Quarterly report, period 2026-06-30 | 0001628280-26-054843 |
| 2026-08-06 | 21:02 ET | [SCHEDULE 13D/A](/filings/0001493152-26-036387.md) | Ownership report, active investor, amended | 0001493152-26-036387 |
| 2026-08-04 | 20:06 ET | [8-K](/filings/0001628280-26-052547.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-052547 |
| 2026-08-03 | 20:25 ET | [8-K](/filings/0001628280-26-051897.md) | 1.01 Entry into a material agreement; 3.03 Change to security holders’ rights; 5.03 Amendment to articles or bylaws; 9.01 Financial statements and exhibits | 0001628280-26-051897 |
| 2026-07-01 | 21:06 ET | [8-K](/filings/0001628280-26-046602.md) | 7.01 Regulation FD disclosure; 8.01 Other events; 9.01 Financial statements and exhibits | 0001628280-26-046602 |
| 2026-06-30 | 21:12 ET | [8-K](/filings/0001628280-26-046295.md) | 5.07 Shareholder vote results | 0001628280-26-046295 |
| 2026-05-21 | 20:06 ET | [8-K](/filings/0001628280-26-037244.md) | 5.07 Shareholder vote results | 0001628280-26-037244 |
| 2026-05-11 | 20:26 ET | [10-Q](/filings/0001628280-26-033536.md) | Quarterly report, period 2026-03-31 | 0001628280-26-033536 |
| 2026-05-08 | 20:45 ET | [SCHEDULE 13D/A](/filings/0001493152-26-022000.md) | Ownership report, active investor, amended | 0001493152-26-022000 |
| 2026-05-05 | 20:06 ET | [8-K](/filings/0001628280-26-030502.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-030502 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001628280-26-017692.md), filed Mar 13, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/08f64550-cb44-40ec-a1d5-ae3419e297d9)

## About the filer

- CIK: 1828937
- Tickers: FOA
- Exchange: NYSE
- SIC code: 6162 Mortgage Bankers & Loan Correspondents
- State of incorporation: DE
- Filer category: Accelerated filer<br>Smaller reporting company

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:48 ET. No prices; not investment advice.
