Finance of America Companies (FOA) Long-Term Investments (2019 - 2026)
Finance of America Companies' (FOA) quarterly Long-Term Investments came in at $33.1 million in Q2 2026, down 16.64% on a YoY basis from $39.7 million in Q2 2025, and down 99.83% quarter-over-quarter from $19.8 billion in Q1 2026.
Analysis
Finance of America Companies (FOA) Long-Term Investments (2019 - 2026) Analysis & Trends
Finance of America Companies (FOA) has reported Long-Term Investments for 8 consecutive years, with $33.1 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Long-Term Investments fell 16.64% year-over-year to $33.1 million; the trailing twelve-month figure through Jun 2026 stood at $33.1 million (down 16.64% YoY), and the FY2025 full-year result was $38.7 million, down 4.26% from the prior year.
- Long-Term Investments slipped to $33.1 million in Q2 2026 per FOA's latest filing, from $19.8 billion in the prior quarter.
- Across five years, Long-Term Investments topped out at $19.8 billion in Q1 2026 and bottomed at $33.1 million in Q2 2026.
- Historically, Long-Term Investments has averaged $10.6 billion across 5 years, with a median of $12.0 billion in 2022.
- The sharpest annual moves came in 2022 and 2025: Long-Term Investments surged 125733.14% in 2022, then plunged 99.79% in 2025.
- Over 5 years, Long-Term Investments stood at $12.0 billion in 2022, then jumped by 50.76% to $18.1 billion in 2023, then slumped by 99.78% to $40.4 million in 2024, then fell by 4.26% to $38.7 million in 2025, then decreased by 14.41% to $33.1 million in 2026.
- According to Business Quant data, Long-Term Investments over the past three periods registered $33.1 million, $19.8 billion, and $38.7 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 46.15 Bn | 43.05 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 | 354.01 Mn |
| 4 | PennyMac Financial Services | 3.45 Bn | 2.70 Bn | 480.08 Mn | 846,000.00 |
| 5 | Federal Agricultural Mortgage | 2.40 Bn | 1.36 Bn | - | 19.43 Bn |
| 6 | UWM Holdings | 2.01 Bn | 2.36 Bn | - | 96.04 Mn |
| 7 | Walker & Dunlop | 1.26 Bn | 1.11 Bn | - | 170.67 Mn |
| 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 | - | 33.11 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 33.11 Mn |
| Mar 31, 2026 | 19.78 Bn |
| Dec 31, 2025 | 38.69 Mn |
| Sep 30, 2025 | 39.29 Mn |
| Jun 30, 2025 | 39.72 Mn |
| Mar 31, 2025 | 19.44 Bn |
| Dec 31, 2024 | 40.41 Mn |
| Jun 30, 2024 | 18.87 Bn |
| Mar 31, 2024 | 18.59 Bn |
| Dec 31, 2023 | 18.12 Bn |
| Jun 30, 2023 | 17.57 Bn |
| Dec 31, 2022 | 12.02 Bn |
| Jun 30, 2022 | 11.94 Bn |
| Mar 31, 2022 | 11.89 Bn |
| Dec 31, 2021 | 9.55 Mn |
| Jun 30, 2021 | 11.54 Bn |
| Mar 31, 2021 | 293.32 Mn |
| Dec 31, 2020 | 18.93 Mn |
| Sep 30, 2020 | 293.26 Mn |
| Jun 30, 2020 | 293.17 Mn |