Frontdoor, Inc. SEC Filings

Frontdoor, Inc. executive Evan Iverson, SVP & Chief Operating Officer, reported a sale of 18,190 shares of common stock on August 10, 2026, in a sale categorized as an open market or private transaction at $85.50 per share. Following this transaction, Iverson directly holds 214 shares, which the footnote states were acquired under the Frontdoor, Inc. Employee Stock Purchase Plan on June 30, 2026. The filing indicates the transaction was not made pursuant to a Rule 10b5-1 trading plan.

Frontdoor, Inc. senior vice president and chief revenue officer Kathryn M. Collins reported an options exercise and share sale. On 10 August 2026, she exercised 10,000 stock options with a $26.42 exercise price, receiving 10,000 common shares, and then sold 10,000 common shares at $88.98 per share. Following the option exercise, she held 12,299 options directly. The exercised options were part of a 27 March 2023 non-qualified award with time- and performance-based vesting, tied to volume-weighted average price hurdles of $32.23, $35.14, and $38.31, and expiring on 27 March 2033.

Frontdoor, Inc. filed to permit the potential sale of its common stock through Merrill Lynch, with a planned disposition of 18,190 shares on or after August 10, 2026 on the NYSE. The filing also lists multiple prior equity grants, including stock awards and employee stock purchase plan shares received as employment-related compensatory payments from March 2024 through March 2026.

Frontdoor, Inc. is preparing for a potential resale of 13,000 shares of its common stock through Rockefeller Capital Management on NASDAQ. The planned sale has an aggregate market value of $1,106,433.58 based on the filing data, with 68,893,316 shares of common stock outstanding as of the referenced date.

The shares relate to prior stock award compensation grants dated March 25–28, 2025, totaling several thousand shares awarded as compensation.

State Street Corporation reported beneficial ownership of common stock of Frontdoor, Inc. (FTDR). State Street and its investment adviser subsidiaries collectively beneficially owned 3,516,349 shares of Frontdoor common stock, representing 5% of the outstanding class as of June 30, 2026.

The filing states that State Street had 0 shares with sole voting or dispositive power. It reported 3,236,876 shares with shared voting power and 3,516,349 shares with shared dispositive power through affiliated investment adviser entities.

Frontdoor, Inc. reported Q2 2026 revenue of $645 million, up 5% from $617 million, and net income of $125 million versus $111 million. For the first six months, revenue reached $1,096 million and net income $167 million. Adjusted EBITDA was $220 million in Q2 and $324 million year to date, both higher than 2025.

Growth was driven by renewal pricing and a 19% increase in non-warranty and other revenue, partly offset by lower direct-to-consumer pricing. Cost of services rose modestly as favorable weather reduced HVAC claims and helped offset inflation, keeping gross margin at 59%. Selling and administrative expenses increased with higher marketing and personnel costs.

Cash and cash equivalents increased to $627 million, while total debt was $1,160 million with full $250 million revolver availability. The company held about 2.11 million active home warranties and continued capital returns, repurchasing 2.37 million shares for $151 million in the first half, with $178 million remaining under its authorization. Management highlights macroeconomic, real estate, cost inflation and competitive pressures among key ongoing risks.

Frontdoor, Inc. reported strong results for the quarter ended June 30, 2026. Revenue rose 5% to $645 million, driven by higher realized pricing and modest volume growth. Gross profit margin improved to 59%. Net income increased 13% to $125 million, with diluted EPS up 19% to $1.76. Adjusted EBITDA grew 10% to $220 million, and adjusted diluted EPS increased to $1.93.

Home warranty ending member count increased 1% to 2.11 million, aided by favorable weather that reduced contract claims costs, partially offset by cost inflation. For the first six months, Free Cash Flow was $233 million, and cash stood at $627 million, including $472 million of Unrestricted Cash, against total debt of about $1.16 billion. The company repurchased $181 million of shares year-to-date through July 2026.

Frontdoor raised its full-year 2026 outlook to revenue of $2.19–$2.21 billion and Adjusted EBITDA of $585–$600 million, implying an Adjusted EBITDA margin of about 27%. Third-quarter 2026 guidance calls for revenue of $642–$652 million and Adjusted EBITDA of $197–$207 million.

Boston Partners reports a significant ownership stake in Frontdoor, Inc. common stock in this amended Schedule 13G. As of June 30, 2026, Boston Partners is deemed to beneficially own 5,185,474 shares of common stock, representing 7.38% of the class. It has sole voting power over 4,884,314 shares and sole dispositive power over all 5,185,474 shares, with no shared voting or dispositive power.

The shares are held in discretionary accounts for certain clients of Boston Partners, and Boston Partners may be deemed a beneficial owner under Rule 13d-3. To its knowledge, no other person has the right to receive dividends or sale proceeds relating to more than 5% of the outstanding common stock referenced.