FTDR Frontdoor, Inc.
Last updated: Mar 17, 2026
Execution Consistency
Did the company actually spend money buying back stock in 3+ of the last 4 quarters?
Bought back stock in 4/4 quarters. Q3 2025: $62M, Q2 2025: $45M, Q1 2024: $13M, Q1 2025: $13M
Execution Acceleration
Is the most recent quarter's buyback spend more than 15% above the trailing average?
Latest quarter $62M vs trailing avg $24M (+162%)
Buyback vs FCF
What percentage of free cash flow is going to buybacks? Bull: 30-80%. Bear: <10% or >80%.
Negative FCF ($-13M), cannot compute buyback ratio
Buyback Intensity
How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.
Repurchased 13,880,560 shares = 18.4% of 75,314,243 outstanding (annualized)
Insider Buying
Are officers and directors buying stock with their own money on the open market?
9 open-market purchases by 4 insiders
- Boland Darrin Steve () bought 5,000 shares at $42.75 on 2025-03-05
- COBB WILLIAM C (CEO) bought 5,000 shares at $42.22 on 2025-03-03
- Catalano Anna C () bought 4,000 shares at $25.00 on 2022-05-25
- Cella Peter L. () bought 5,000 shares at $24.53 on 2022-05-25
- COBB WILLIAM C () bought 10,000 shares at $25.51 on 2022-05-23
- Cella Peter L. () bought 5,000 shares at $35.23 on 2021-11-08
- Cella Peter L. () bought 5,000 shares at $34.78 on 2020-03-12
- Cella Peter L. () bought 8,000 shares at $45.22 on 2019-12-06
- Cella Peter L. () bought 7,000 shares at $38.47 on 2019-05-10
Insider-Buyback Convergence
Are insider purchases happening during the same quarters the company is actively buying back stock?
Insider buying coincided with company buybacks in 0 of 4 quarters
Insider Net Direction
Looking at all open-market transactions, are insiders net buyers or net sellers?
Insiders bought $2M, sold $13M (net selling)
Red Flag
Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.
Company buying back stock while insiders sold 7.0x more than bought. 3 C-suite officers among sellers
- Fiarman Jeffrey (SVP & Chief Legal Officer) sold 15,000 shares on 2026-03-03
- Collins Kathryn M (SVP & Chief Revenue Officer) sold 9,429 shares on 2025-08-15
- Iverson Evan (SVP & Chief Operating Officer) sold 6,077 shares on 2025-05-08
- Iverson Evan (SVP & Chief Operating Officer) sold 8,500 shares on 2025-05-08
- Collins Kathryn M (SVP & Chief Revenue Officer) sold 25,784 shares on 2024-12-10
- Iverson Evan (SVP & Chief Operating Officer) sold 16,000 shares on 2024-12-11