Finance of America Companies (FOA) Short-term Investments (2020 - 2026)
Finance of America Companies' (FOA) quarterly Short-term Investments came in at $269.0 million in Q1 2026, up 34.59% on a YoY basis from $199.8 million in Q1 2025, and up 14.38% quarter-over-quarter from $235.1 million in Q4 2025.
Analysis
Finance of America Companies (FOA) Short-term Investments (2020 - 2026) Analysis & Trends
Finance of America Companies (FOA) has reported Short-term Investments for 7 consecutive years, with $269.0 million the latest figure, recorded in Q1 2026.
- For the quarter ending Q1 2026, Short-term Investments rose 34.59% year-over-year to $269.0 million; the trailing twelve-month figure through Mar 2026 stood at $269.0 million (up 34.59% YoY), and the FY2025 full-year result was $235.1 million, down 7.64% from the prior year.
- Short-term Investments climbed to $269.0 million in Q1 2026 per FOA's latest filing, from $235.1 million in the prior quarter.
- Across five years, Short-term Investments topped out at $354.8 million in Q2 2022 and bottomed at $176.1 million in Q3 2024.
- Historically, Short-term Investments has averaged $229.4 million across 5 years, with a median of $213.2 million in 2022.
- The sharpest annual moves came in 2022 and 2024: Short-term Investments plunged 44.24% in 2022, then soared 42.77% in 2024.
- Over 5 years, Short-term Investments stood at $179.8 million in 2022, then fell by 0.8% to $178.3 million in 2023, then jumped by 42.77% to $254.6 million in 2024, then fell by 7.64% to $235.1 million in 2025, then grew by 14.38% to $269.0 million in 2026.
- According to Business Quant data, Short-term Investments over the past three periods registered $269.0 million, $235.1 million, and $190.2 million for Q1 2026, Q4 2025, and Q2 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (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 |
| 4 | PennyMac Financial Services | 3.45 Bn | 2.70 Bn | 480.08 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 | 268.95 Mn |
| Dec 31, 2025 | 235.14 Mn |
| Jun 30, 2025 | 190.18 Mn |
| Mar 31, 2025 | 199.84 Mn |
| Dec 31, 2024 | 254.59 Mn |
| Sep 30, 2024 | 176.11 Mn |
| Jun 30, 2024 | 200.10 Mn |
| Mar 31, 2024 | 195.35 Mn |
| Dec 31, 2023 | 178.32 Mn |
| Sep 30, 2023 | 216.27 Mn |
| Jun 30, 2023 | 265.85 Mn |
| Mar 31, 2023 | 228.61 Mn |
| Dec 31, 2022 | 179.76 Mn |
| Sep 30, 2022 | 210.15 Mn |
| Jun 30, 2022 | 354.80 Mn |
| Mar 31, 2022 | 315.98 Mn |
| Dec 31, 2021 | 322.40 Mn |
| Sep 30, 2021 | 325.23 Mn |
| Jun 30, 2021 | 354.39 Mn |
| Dec 31, 2020 | 306.26 Mn |