Frontdoor (NASDAQ:FTDR) Rating Increased to Buy at Wall Street Zen

Frontdoor (NASDAQ:FTDR) was upgraded by Wall Street Zen from a “hold” rating to a “buy” rating in a research note issued on Saturday.

Other research analysts have also recently issued research reports about the company. Truist Financial set a $71.00 price objective on Frontdoor in a research report on Monday, January 26th. Weiss Ratings reissued a “hold (c+)” rating on shares of Frontdoor in a report on Monday, December 29th. Finally, Oppenheimer reaffirmed an “outperform” rating and issued a $70.00 target price on shares of Frontdoor in a report on Thursday. Two investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $61.50.

Frontdoor Stock Up 4.3%

FTDR stock opened at $68.57 on Friday. Frontdoor has a one year low of $35.61 and a one year high of $70.14. The company has a debt-to-equity ratio of 3.64, a quick ratio of 1.73 and a current ratio of 1.73. The company has a fifty day moving average of $58.51 and a 200-day moving average of $59.81. The stock has a market capitalization of $4.94 billion, a PE ratio of 20.11 and a beta of 1.34.

Frontdoor (NASDAQ:FTDR) last announced its quarterly earnings data on Thursday, February 26th. The company reported $0.23 EPS for the quarter, beating analysts’ consensus estimates of $0.11 by $0.12. Frontdoor had a net margin of 12.18% and a return on equity of 119.14%. The firm had revenue of $433.00 million during the quarter, compared to the consensus estimate of $421.62 million. During the same quarter last year, the firm earned $0.27 earnings per share. The firm’s revenue was up 13.1% compared to the same quarter last year. As a group, analysts expect that Frontdoor will post 3.07 EPS for the current year.

Institutional Trading of Frontdoor

A number of large investors have recently made changes to their positions in the stock. Boston Partners lifted its holdings in Frontdoor by 8.5% in the 4th quarter. Boston Partners now owns 5,777,252 shares of the company’s stock valued at $333,742,000 after purchasing an additional 454,040 shares in the last quarter. Geode Capital Management LLC boosted its position in Frontdoor by 1.5% during the fourth quarter. Geode Capital Management LLC now owns 1,887,029 shares of the company’s stock worth $108,879,000 after acquiring an additional 27,237 shares during the last quarter. Reinhart Partners LLC. grew its stake in Frontdoor by 25.6% in the 4th quarter. Reinhart Partners LLC. now owns 1,629,152 shares of the company’s stock worth $93,987,000 after acquiring an additional 332,556 shares during the period. Morgan Stanley raised its holdings in Frontdoor by 11.5% in the 4th quarter. Morgan Stanley now owns 1,485,123 shares of the company’s stock valued at $85,677,000 after acquiring an additional 153,138 shares during the last quarter. Finally, Swedbank AB lifted its stake in shares of Frontdoor by 6.0% during the 4th quarter. Swedbank AB now owns 1,283,600 shares of the company’s stock worth $74,051,000 after purchasing an additional 73,000 shares during the period.

Frontdoor News Roundup

Here are the key news stories impacting Frontdoor this week:

• Positive Sentiment: Q4 earnings beat and revenue upside — Frontdoor reported Q4 EPS of $0.23 vs. consensus $0.11 and revenue of $433M vs. estimates around $422M; revenue was up ~13% year‑over‑year. Strong top‑line and an EPS beat are the main catalyst for the stock rally. Read More.
• Positive Sentiment: Market/analyst coverage confirms the beat — Multiple transcripts and write‑ups summarize management’s call and the outperformance vs. estimates. These replays help validate the beat for investors assessing durability. Read More.
• Neutral Sentiment: FY 2026 revenue guidance roughly in line with consensus — Management reiterated FY 2026 revenue guidance around $2.2B (consistent with expectations), so the long‑run top‑line outlook wasn’t materially changed. This tempers both upside and downside surprises for the full year. (Company guidance released 2/27/2026)
• Negative Sentiment: Q1 revenue guide below Street — Frontdoor’s updated Q1 2026 revenue guidance of $440M–$445M comes in below the consensus (~$453.8M), which introduces near‑term downside risk as investors re‑price expected growth/seasonality.
• Negative Sentiment: No EPS guidance disclosed for Q1/FY in the company updates — Management left EPS boxes blank in the guidance release, increasing uncertainty around near‑term profitability and making quarter‑to‑quarter modeling harder for analysts and investors.

Frontdoor Company Profile

Frontdoor, Inc (NASDAQ:FTDR) is a leading provider of home service plans and repair solutions for residential property owners. The company offers contract-based coverage that helps homeowners manage the cost of repairing and replacing essential household systems and appliances, including heating and cooling, plumbing, electrical wiring, water heaters, washers, dryers, refrigerators and other major kitchen equipment.

Frontdoor delivers its services through a nationwide network of independent service professionals and contractors, leveraging a cloud-based platform and call center infrastructure to coordinate service visits and process claims.