FTDR Frontdoor, Inc.
Last updated: May 11, 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. Q1 2026: $71M, Q3 2025: $62M, Q2 2025: $45M, Q1 2024: $13M
Execution Acceleration
Is the most recent quarter's buyback spend more than 15% above the trailing average?
Latest quarter $71M vs trailing avg $40M (+78%)
Buyback vs FCF
What percentage of free cash flow is going to buybacks? Bull: 30%+. Bear: negative FCF or no buybacks.
Buyback $191M / FCF $97M = 197% of FCF
Buyback Intensity
How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.
Repurchased 14,920,146 shares = 21.0% of 70,958,215 outstanding (annualized)
Insider Buying
Are officers and directors buying stock with their own money on the open market?
No insider open-market purchases in the last 12 months
Insider-Buyback Convergence
Are both company buybacks and insider buying independently active? Bull when the company is buying back stock in 2+ quarters and insiders have made 2+ open-market purchases.
Need both buyback and insider purchase data
Insider Net Direction
Over the last 90 days, are insiders net buyers or net sellers on the open market?
Insiders bought $0M, sold $1M in the last 90 days (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 9629699.3x 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