Finance of America Companies FOA
NYSE FOA
$14.09 -0.38 (-2.63%)
At close: Sep 18, 2026 · 4:00 PM EDT

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

Historic Data

Download Data
DateValue
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