Finance of America Companies (FOA) Cash & Current Investments (2019 - 2026)
Finance of America Companies' (FOA) quarterly Cash & Current Investments came in at $376.6 million in Q1 2026, up 49.53% on a YoY basis from $251.9 million in Q1 2025, and up 16.01% quarter-over-quarter from $324.6 million in Q4 2025.
Analysis
Finance of America Companies (FOA) Cash & Current Investments (2019 - 2026) Analysis & Trends
Finance of America Companies (FOA) has reported Cash & Current Investments for 8 consecutive years, with $376.6 million the latest figure, recorded in Q1 2026.
- For the quarter ending Q1 2026, Cash & Current Investments rose 49.53% year-over-year to $376.6 million; the trailing twelve-month figure through Mar 2026 stood at $376.6 million (up 49.53% YoY), and the FY2025 full-year result was $324.6 million, up 7.51% from the prior year.
- Cash & Current Investments advanced to $376.6 million in Q1 2026 per FOA's latest filing, from $324.6 million in the prior quarter.
- Across five years, Cash & Current Investments topped out at $573.8 million in Q2 2022 and bottomed at $220.4 million in Q3 2024.
- Historically, Cash & Current Investments has averaged $320.4 million across 5 years, with a median of $292.3 million in 2023.
- The widest YoY moves for Cash & Current Investments: up 112382.98% in 2022, down 48.04% in 2022.
- Over 5 years, Cash & Current Investments stood at $240.9 million in 2022, then dropped by 6.69% to $224.8 million in 2023, then soared by 34.33% to $302.0 million in 2024, then grew by 7.51% to $324.6 million in 2025, then advanced by 16.01% to $376.6 million in 2026.
- According to Business Quant data, Cash & Current Investments over the past three periods registered $376.6 million, $324.6 million, and $236.7 million for Q1 2026, Q4 2025, and Q2 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 46.15 Bn | 43.05 Bn | - | 3.10 Bn |
| 2 | Federal National Mortgage Association Fannie Mae | 30.33 Bn | 30.33 Bn | - | - |
| 3 | Figure Technology Solutions | 7.94 Bn | 6.40 Bn | 196.67 Mn | 1.53 Bn |
| 4 | PennyMac Financial Services | 3.45 Bn | 2.70 Bn | 480.08 Mn | 748.62 Mn |
| 5 | Federal Agricultural Mortgage | 2.40 Bn | 1.36 Bn | - | 1.04 Bn |
| 6 | UWM Holdings | 2.01 Bn | 2.36 Bn | - | 498.41 Mn |
| 7 | Walker & Dunlop | 1.26 Bn | 1.11 Bn | - | 160.86 Mn |
| 8 | CNFinance Holdings | 1.25 Bn | 1.25 Bn | - | - |
| 9 | Velocity Financial | 630.27 Mn | -6.82 Bn | - | 7.45 Bn |
| 10 | Finance of America Companies | 125.92 Mn | 125.92 Mn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2026 | 376.61 Mn |
| Dec 31, 2025 | 324.65 Mn |
| Jun 30, 2025 | 236.65 Mn |
| Mar 31, 2025 | 251.85 Mn |
| Dec 31, 2024 | 301.97 Mn |
| Sep 30, 2024 | 220.36 Mn |
| Jun 30, 2024 | 246.61 Mn |
| Mar 31, 2024 | 243.58 Mn |
| Dec 31, 2023 | 224.80 Mn |
| Sep 30, 2023 | 282.61 Mn |
| Jun 30, 2023 | 347.91 Mn |
| Mar 31, 2023 | 331.75 Mn |
| Dec 31, 2022 | 240.91 Mn |
| Sep 30, 2022 | 379.22 Mn |
| Jun 30, 2022 | 573.84 Mn |
| Mar 31, 2022 | 542.83 Mn |
| Dec 31, 2021 | 463.64 Mn |
| Sep 30, 2021 | 516.96 Mn |
| Jun 30, 2021 | 511.73 Mn |
| Mar 31, 2021 | 482,585.00 |