UBS cuts Finance of America target to $25 from $29

Published 19/03/2025, 16:12
UBS cuts Finance of America target to $25 from $29

On Wednesday, UBS analyst Doug Harter adjusted the price target for Finance of America (NYSE:FOA) shares, reducing it to $25.00 from the previous $29.00, while keeping a Neutral rating on the stock. The company, currently valued at $225.41 million, has shown remarkable momentum with a 189% return over the past year. According to InvestingPro analysis, the stock appears undervalued compared to its Fair Value, with multiple indicators suggesting continued growth potential. Harter’s revision reflects a valuation pegged to 7.1 times the firm’s projected adjusted earnings per share (EPS) for 2026, a slight increase from the prior multiple of 7.0 times. This revised multiple aligns with Finance of America’s average valuation since mid-2023. The stock currently trades at a P/E ratio of 14.47x, with InvestingPro data revealing strong fundamentals, including expected net income growth and positive earnings forecasts. Subscribers can access 8 additional ProTips and comprehensive valuation metrics through the Pro Research Report.

The UBS analyst’s comments suggest that the new price target is based on a consistent valuation approach, taking into account the company’s historical performance. "Our new price target represents 7.1x our estimate of 2026 adjusted EPS (vs 7.0x previously); this multiple is consistent with FOA’s average since mid-2023," Harter noted.

The analyst also compared Finance of America’s valuation to that of its peers, COOP and PFSI. The 7.1 times multiple represents a 1.0 times discount relative to the target price-to-earnings (PE) multiples for 2026 EPS estimated for these companies. According to Harter, this discount is in line with the average discount Finance of America has experienced over the past approximately two years.

The adjustment in the price target by UBS comes as analysts continue to evaluate the financial sector, taking into account various factors that may affect future earnings and valuations. Finance of America’s stock rating remains Neutral, indicating that UBS does not foresee significant stock movement in either direction in the near term.

Investors and market watchers often look to such analyst ratings and price target adjustments as indicators of potential performance, although they are just one of many factors that can influence the movement of a company’s shares in the market. For a deeper understanding of FOA’s potential, InvestingPro subscribers can access comprehensive financial health scores, detailed valuation metrics, and expert analysis through the exclusive Pro Research Report, available for over 1,400 US stocks.

In other recent news, Finance of America Companies Inc. reported a net loss of $143 million for the fourth quarter of 2024, equating to $5.95 per share, despite significant year-over-year improvements in other financial metrics. The company achieved a full-year GAAP net income increase of $200 million, with adjusted earnings per share rising by 116%. Finance of America also reported a full-year adjusted net income of $14 million and an adjusted EBITDA of $60 million. The company’s stock experienced a 17.5% decline in aftermarket trading following the earnings announcement, reflecting investor concerns over the quarterly net loss. The company has expanded its product offerings and improved its cost structure, which contributed to a 19% increase in loan funding volume for the year. Looking forward, Finance of America projects an origination volume increase of 26-42% for 2025 and plans to launch a new marketing platform in the second quarter. The company remains optimistic about its strategic direction and expects full-year adjusted net income to be between $2.60 and $3.00 per share. Despite these positive outlooks, the company faces potential challenges from rate volatility and economic uncertainties.

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