Sei Investments Co. grew its holdings in First Advantage Co. (NYSE:FA – Free Report) by 33.6% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 181,210 shares of the company’s stock after purchasing an additional 45,608 shares during the quarter. Sei Investments Co.’s holdings in First Advantage were worth $2,131,000 as of its most recent filing with the SEC.
Several other large investors also recently made changes to their positions in FA. KBC Group NV acquired a new stake in shares of First Advantage in the first quarter valued at $35,000. Fifth Third Bancorp acquired a new position in First Advantage during the 1st quarter worth about $45,000. Clearstead Advisors LLC grew its holdings in First Advantage by 192.8% during the 4th quarter. Clearstead Advisors LLC now owns 4,333 shares of the company’s stock worth $63,000 after acquiring an additional 2,853 shares during the last quarter. Quantbot Technologies LP acquired a new stake in First Advantage in the 2nd quarter valued at about $81,000. Finally, BNP Paribas Financial Markets increased its position in First Advantage by 105.7% in the 2nd quarter. BNP Paribas Financial Markets now owns 7,166 shares of the company’s stock valued at $119,000 after acquiring an additional 3,682 shares in the last quarter. Institutional investors own 94.91% of the company’s stock.
Wall Street Analyst Weigh In
FA has been the topic of a number of research reports. Royal Bank Of Canada upped their target price on shares of First Advantage from $21.00 to $24.00 and gave the stock a “sector perform” rating in a research report on Friday. Stifel Nicolaus set a $18.00 price target on shares of First Advantage in a report on Friday, May 8th. Barclays boosted their price objective on shares of First Advantage from $20.00 to $30.00 and gave the stock an “overweight” rating in a research report on Friday. JPMorgan Chase & Co. increased their price objective on First Advantage from $15.00 to $18.00 and gave the company an “overweight” rating in a research report on Friday, May 8th. Finally, Needham & Company LLC raised First Advantage from a “hold” rating to a “buy” rating and set a $28.00 target price for the company in a research note on Thursday. Three investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, First Advantage currently has a consensus rating of “Moderate Buy” and an average price target of $22.67.
Insider Buying and Selling
In related news, Director James Lindsey Clark sold 4,921 shares of the company’s stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $15.69, for a total value of $77,210.49. Following the completion of the sale, the director owned 56,844 shares in the company, valued at approximately $891,882.36. This represents a 7.97% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 4.40% of the company’s stock.
First Advantage News Roundup
Here are the key news stories impacting First Advantage this week:
- Positive Sentiment: Q2 earnings and revenue beat estimates: First Advantage reported adjusted diluted EPS of $0.35, above the $0.29 consensus and up from $0.27 a year earlier. Revenue rose 14.9% year over year to $448.8 million, while adjusted net income increased 30.8% to $61.4 million. First Advantage Q2 Earnings and Revenues Beat Estimates
- Positive Sentiment: Full-year outlook was raised: Management now expects 2026 revenue of $1.67 billion to $1.71 billion, adjusted EBITDA of $472 million to $486 million, and adjusted EPS of $1.23 to $1.29. The EPS outlook is above the roughly $1.21 analyst consensus, signaling confidence in continued operating momentum. First Advantage Reports Second Quarter 2026 Results
- Positive Sentiment: Capital returns and deleveraging support the shares: First Advantage repurchased $18.7 million of stock and made a further $45 million voluntary debt prepayment, following a $25 million payment in May. These actions can improve balance-sheet flexibility and enhance per-share value. First Advantage Reports Second Quarter 2026 Results
- Positive Sentiment: Analyst sentiment improved: Needham upgraded First Advantage from “Hold” to “Buy” and set a $28 price target, implying additional upside from the referenced market price.
- Neutral Sentiment: Valuation and margins remain considerations: The stock is trading near its 52-week high, and its reported P/E ratio is elevated. Adjusted EBITDA margin declined modestly year over year to 28.6%, which could limit upside if growth or profitability slows.
First Advantage Price Performance
FA opened at $24.01 on Monday. The company has a fifty day moving average price of $18.86 and a two-hundred day moving average price of $14.69. The firm has a market capitalization of $4.12 billion, a PE ratio of 800.33 and a beta of 1.16. First Advantage Co. has a 52 week low of $8.82 and a 52 week high of $25.15. The company has a debt-to-equity ratio of 0.61, a quick ratio of 3.85 and a current ratio of 3.85.
First Advantage (NYSE:FA – Get Free Report) last posted its quarterly earnings results on Thursday, August 6th. The company reported $0.35 earnings per share for the quarter, beating analysts’ consensus estimates of $0.29 by $0.06. First Advantage had a return on equity of 13.16% and a net margin of 0.65%.During the same period in the prior year, the company posted $0.27 EPS. The business’s revenue for the quarter was up 14.9% on a year-over-year basis. First Advantage has set its FY 2026 guidance at 1.23-1.290 EPS. As a group, analysts anticipate that First Advantage Co. will post 0.74 earnings per share for the current year.
First Advantage Company Profile
First Advantage is a global provider of background screening, identity verification and workforce risk management solutions. The company delivers a comprehensive suite of services that help employers verify candidate credentials, manage regulatory compliance and mitigate risk throughout the employee lifecycle. Its platform is built to integrate with leading human capital management and applicant tracking systems, enabling a seamless and scalable experience for organizations of all sizes.
The company’s core offerings include pre-employment and continuous background screening, digital identity verification, drug and health testing, and ongoing employee monitoring.
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