First Advantage Co. $FA Shares Acquired by Quantinno Capital Management LP

Key Points

• Quantinno Capital Management increased its First Advantage stake by 581.4% in the first quarter, bringing its holdings to 214,882 shares valued at approximately $2.5 million. Institutional investors collectively own 94.91% of the company.
• First Advantage reported quarterly adjusted EPS of $0.35, beating the $0.29 consensus estimate, while revenue rose 14.9% year over year. Management issued fiscal 2026 adjusted EPS guidance of $1.23 to $1.29.
• Analyst sentiment is favorable, with a consensus “Moderate Buy” rating and an average price target of $22.67, although the stock’s elevated valuation and modest margin decline remain potential concerns.

Quantinno Capital Management LP lifted its holdings in First Advantage Co. (NYSE:FA - Free Report) by 581.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 214,882 shares of the company's stock after buying an additional 183,345 shares during the quarter. Quantinno Capital Management LP owned 0.13% of First Advantage worth $2,527,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. KBC Group NV purchased a new position in First Advantage in the first quarter worth $35,000. Fifth Third Bancorp purchased a new stake in shares of First Advantage during the 1st quarter worth $45,000. Clearstead Advisors LLC boosted its position in shares of 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 purchasing an additional 2,853 shares in the last quarter. Quantbot Technologies LP acquired a new position in shares of First Advantage during the 2nd quarter worth $81,000. Finally, BNP Paribas Financial Markets grew its stake in shares of First Advantage by 105.7% during the 2nd quarter. BNP Paribas Financial Markets now owns 7,166 shares of the company's stock worth $119,000 after purchasing an additional 3,682 shares during the period. Institutional investors and hedge funds own 94.91% of the company's stock.

First Advantage Price Performance

First Advantage stock opened at $24.01 on Monday. 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 firm's 50-day simple moving average is $18.86 and its 200 day simple moving average is $14.69. The company has a quick ratio of 3.85, a current ratio of 3.85 and a debt-to-equity ratio of 0.61.

First Advantage (NYSE:FA - Get Free Report) last posted its earnings results on Thursday, August 6th. The company reported $0.35 earnings per share for the quarter, beating the consensus estimate of $0.29 by $0.06. First Advantage had a net margin of 0.65% and a return on equity of 13.16%. First Advantage's revenue was up 14.9% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.27 earnings per share. First Advantage has set its FY 2026 guidance at 1.23-1.290 EPS. On average, equities research analysts predict that First Advantage Co. will post 0.74 EPS for the current fiscal year.

Trending Headlines about First Advantage

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.

Wall Street Analysts Forecast Growth

Several analysts recently commented on FA shares. Barclays raised their price objective on shares of First Advantage from $20.00 to $30.00 and gave the company an "overweight" rating in a research note on Friday. Citigroup increased their target price on shares of First Advantage from $15.00 to $18.00 and gave the company a "neutral" rating in a report on Monday, May 11th. Royal Bank Of Canada lifted their price target on shares of First Advantage from $21.00 to $24.00 and gave the company a "sector perform" rating in a research report on Friday. Needham & Company LLC upgraded First Advantage from a "hold" rating to a "buy" rating and set a $28.00 price target on the stock in a report on Thursday. Finally, Stifel Nicolaus set a $18.00 price objective on First Advantage in a research note on Friday, May 8th. Three investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $22.67.

Insider Buying and Selling at First Advantage

In other news, Director James Lindsey Clark sold 4,921 shares of the firm's stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $15.69, for a total transaction of $77,210.49. Following the completion of the transaction, the director directly owned 56,844 shares of the company's stock, valued at $891,882.36. This trade represents a 7.97% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 4.40% of the stock is currently owned by company insiders.

First Advantage 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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