Finance of America Companies (FOA) Investment Gain (Loss) (2020 - 2026)
Finance of America Companies' (FOA) quarterly Investment Gain (Loss) came in at -$7.2 million in Q1 2026, up 47.86% quarter-over-quarter from -$13.8 million in Q4 2025.
Analysis
Finance of America Companies (FOA) Investment Gain (Loss) (2020 - 2026) Analysis & Trends
Finance of America Companies (FOA) has reported Investment Gain (Loss) for 7 consecutive years, with -$7.2 million the latest figure, recorded in Q1 2026.
- For the quarter ending Q1 2026, Investment Gain (Loss) changed N/A year-over-year to -$7.2 million; the trailing twelve-month figure through Jun 2026 stood at -$21.0 million (up 77.34% YoY), and the FY2025 full-year result was -$13.8 million, changed N/A from the prior year.
- Investment Gain (Loss) rose to -$7.2 million in Q1 2026 per FOA's latest filing, from -$13.8 million in the prior quarter.
- Across five years, Investment Gain (Loss) topped out at $233.6 million in Q4 2023 and bottomed at -$126.1 million in Q2 2023.
- Historically, Investment Gain (Loss) has averaged $23.5 million across 5 years, with a median of -$2.4 million in 2022.
- The widest YoY moves for Investment Gain (Loss): up 1590.41% in 2023, down 7915.19% in 2023.
- Over 5 years, Investment Gain (Loss) stood at $98.5 million in 2022, then jumped by 137.06% to $233.6 million in 2023, then plunged by 139.66% to -$92.6 million in 2024, then jumped by 85.1% to -$13.8 million in 2025, then surged by 47.86% to -$7.2 million in 2026.
- According to Business Quant data, Investment Gain (Loss) over the past three periods registered -$7.2 million, -$13.8 million, and -$92.6 million for Q1 2026, Q4 2025, and Q4 2024 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 46.15 Bn | 43.05 Bn | - | - |
| 2 | Federal National Mortgage Association Fannie Mae | 30.33 Bn | 30.33 Bn | - | -76.00 Mn |
| 3 | Figure Technology Solutions | 7.94 Bn | 6.40 Bn | 196.67 Mn | - |
| 4 | PennyMac Financial Services | 3.45 Bn | 2.70 Bn | 480.08 Mn | 293.51 Mn |
| 5 | Federal Agricultural Mortgage | 2.40 Bn | 1.36 Bn | - | - |
| 6 | UWM Holdings | 2.01 Bn | 2.36 Bn | - | - |
| 7 | Walker & Dunlop | 1.26 Bn | 1.11 Bn | - | - |
| 8 | CNFinance Holdings | 1.25 Bn | 1.25 Bn | - | - |
| 9 | Velocity Financial | 630.27 Mn | -6.82 Bn | - | - |
| 10 | Finance of America Companies | 125.92 Mn | 125.92 Mn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2026 | -7.20 Mn |
| Dec 31, 2025 | -13.80 Mn |
| Dec 31, 2024 | -92.64 Mn |
| Mar 31, 2024 | 92.64 Mn |
| Dec 31, 2023 | 233.55 Mn |
| Sep 30, 2023 | -84.51 Mn |
| Jun 30, 2023 | -126.06 Mn |
| Mar 31, 2023 | 176.39 Mn |
| Dec 31, 2022 | 98.52 Mn |
| Sep 30, 2022 | -6.38 Mn |
| Jun 30, 2022 | 1.61 Mn |
| Mar 31, 2022 | 10.44 Mn |
| Sep 30, 2021 | 253.66 Mn |
| Jun 30, 2021 | 131.15 Mn |
| Mar 31, 2021 | 76.66 Mn |
| Dec 31, 2020 | 90.06 Mn |
| Sep 30, 2020 | 95.96 Mn |
| Jun 30, 2020 | 112.30 Mn |