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Finance of America Companies FOA Retirement Solutions — Fee income

Other segment segments

Portfolio Management
$493K-37.3%

Similar metrics at other companies

Principal Financial Group logo
PFGSegment Retirement And Income Solutions — Fees And Other Revenues Not Within Scope Of Revenue Recognition Guidance
$299.9M+1.5%
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PFGSegment Retirement And Income Solutions — Revenue
$1.52B-26.8%
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PFGSegment Retirement And Income Solutions — Investment Advisory Asset Management And Insurance Fees And Commissions
$450.5M+2.1%
Prudential Financial logo
PRURetirement — Attributed fees collected
$25M+127%
Voya Financial logo
VOYAWealth Solutions — Premiums and Fee Income
$351.5M+22.2%
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PRURetirement Strategies — Premiums, Policy Charges and Fee Income
$3.06B-49.7%

Other financials

Income statement

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Revenue$120.1M-27.5%
Net income$17.5M-42.0%
EPS (diluted)$0.88-63.8%

Balance sheet

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Cash & equivalents$376.6M+49.5%
Total debt$899.3M-10.9%
Total equity$438.1M+10.9%
Total assets$31.3B+5.5%

Cash flow

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Operating cash flow-$130.9M-42.1%
CapEx$461.0K-76.0%
Free cash flow-$132.7M-160%

Valuation

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Market cap$244.7M-4.9%
Enterprise value$767.43M-30.1%
P/E3.4×—
P/S0.5×—

Profitability

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Operating margin-0.5%—
Net margin-858.3%-1,072pp
FCF margin883.8%+882pp

Returns & leverage

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Return on equity-58.5%+115pp
Debt / equity2.1×-0.5×
Current ratio0.1×—

Where this comes from

Reported directly by Finance of America Companies in its filing.

Tagged under the XBRL concept us-gaap:FeeIncome.

The official record: Finance of America Companies’s 10-Q, filed May 11, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Finance of America Companies's retirement solutions — fee income?
Finance of America Companies (FOA) reported retirement solutions — fee income of $5.74M in Q1 2026.
How has Finance of America Companies's retirement solutions — fee income changed year-over-year?
Finance of America Companies's retirement solutions — fee income increased by 1.0% year-over-year, from $5.68M to $5.74M.
What is the long-term trend for Finance of America Companies's retirement solutions — fee income?
Over 3 years (2022 to 2025), Finance of America Companies's retirement solutions — fee income has grown at a 20.1% compound annual growth rate (CAGR), from $15.53M to $26.91M.
What does retirement solutions — fee income mean?
Includes revenue generated from non-interest sources such as loan servicing fees, origination fees, and other administrative charges within the retirement solutions segment. This represents a recurring, service-based revenue stream that is less sensitive to interest rate volatility.