SecBot SecBot
425 ·Filed Jun 17, 2026

FTHM

Fathom Holdings Inc.
NEUTRAL
Impact 4/10
Horizonmonths Processed4mo ago SEC0001140361-26-025608
Rule 425 M&A communications
Actionable Insight • Neutral

This filing confirms no changes to the previously announced deal terms. Monitor for the filing of the S-4 registration statement and the FTHM shareholder vote. The deal is subject to regulatory and shareholder approvals; any delays or opposition could impact the timeline.

DirectionNeutral
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d ⚠ clustered
FTHM ▼ -46.57% at T+60d
NEUTRAL call -46.57% · α vs SPY -48.46% · entry $1.07 → $0.5717
Entry = T+0 close
Jun 17, 2026
via day close
T+1d
-3.74%
call -3.74% · α -3.42%
$1.03
settled 4mo ago
T+5d
0.00%
call 0.00% · α +1.67%
$1.07
settled 4mo ago
T+20d
-13.53%
call -13.53% · α -14.07%
$0.9252
settled 3mo ago
T+60d
-46.57%
call -46.57% · α -48.46%
$0.5717
settled 6w ago

Price Chart

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Executive Summary

Bed Bath & Beyond (BBBY) filed this 425 communication confirming the definitive merger agreement to acquire Fathom Holdings (FTHM) in an all-stock transaction valued at approximately $53.38 million. Each FTHM share will be exchanged for 0.2236 shares of BBBY common stock, with the deal expected to close in the second half of 2026. This filing reiterates previously disclosed terms with no changes, serving as a routine M&A communication.

Key Financial Metrics

Deal Value
$53.4M
Deal Type
merger

Key Facts

  • FTHM shareholders will receive 0.2236 BBBY shares per FTHM share held.
  • Deal valued at approximately $53.38 million based on the Equity Value of the Company.
  • FTHM must pay a $2,000,000 termination fee if the deal is terminated under certain circumstances.
  • Voting agreements secured with certain FTHM stockholders to vote in favor of the merger.
  • Conditions include FTHM shareholder approval, SEC effectiveness of Form S-4, and NYSE listing of BBBY shares.
  • Outside date for closing is December 16, 2026, extendable to December 31, 2026.

Financial Impact

FTHM shareholders receive BBBY stock at a fixed exchange ratio of 0.2236; deal value approximately $53.38 million.

share priceownership structure

Risk Factors

  • Failure to obtain FTHM shareholder approval.
  • Regulatory or antitrust hurdles delaying or blocking the merger.
  • BBBY stock price decline reducing the effective consideration for FTHM shareholders.
  • Termination of the agreement before closing.

Market Snapshot

Exchange
Nasdaq
Sector
Real Estate Agents & Managers (For Others)
Analyst Consensus
86% bullish (7 analysts)

Investment Themes

Real Estate

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
425 Filing (Primary)0001140361-26-025608
Document: 0001140361-26-025608-index-headers.html0001140361-26-025608
Document: 0001140361-26-025608-index.html0001140361-26-025608
Document: 0001140361-26-025608.txt0001140361-26-025608
10 reports for FTHM
Performance horizon
80% Hit rate @ T+5 4 of 5 directional calls Went positive at some point 4 of 5 best @ T+5▲ +15.09%May 29, 2026
Filters
Rows
Reports for FTHM — sortable, filterable
TypeNow
Oct 5, 2026
21d ago
8-K
BEARISH ★ 7/10
$0.2230 $0.2000▲ +10.31%▲ +10.18%$0.1840 (+17.49%)
Sep 25, 2026
4w ago
8-K
MIXED ★ 6/10
$0.5830 $0.3344▼ −42.64%▼ −42.42%$0.1840 (−68.44%)
Jun 29, 2026
17w ago
8-K
NEUTRAL ★ 2/10
$1.01 $1.01· 0.00%▼ −0.60%$0.1840 (−81.78%)
Jun 22, 2026
18w ago
425
NEUTRAL ★ 3/10
$1.03 $1.07▲ +3.88%▲ +4.34%$0.1840 (−82.14%)
Jun 17, 2026
18w ago
425
NEUTRAL ★ 4/10
$1.07 $1.07· 0.00%▲ +1.67%$0.1840 (−82.80%)
Jun 17, 2026
18w ago
425
BULLISH ★ 7/10
$1.11 $1.17▲ +5.41%▲ +6.45%$0.1840 (−83.42%)
Jun 17, 2026
18w ago
8-K
BULLISH ★ 7/10
$1.11 $1.17▲ +5.41%▲ +6.45%$0.1840 (−83.42%)
May 29, 2026
21w ago
8-K
BEARISH ★ 7/10
$0.5830 $0.4950▲ +15.09%▲ +12.34%$0.1840 (+68.44%)
Apr 30, 2026
25w ago
10-K/A
NEUTRAL ★ 2/10
$0.9120 $0.8180▼ −10.31%▼ −12.03%$0.1840 (−79.82%)
Mar 30, 2026
30w ago
8-K
BEARISH ★ 7/10
$0.5300 $0.8780▼ −65.66%▼ −61.72%$0.1840 (+65.28%)
Showing 10 of 10

US Market Status

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Report published Jun 17, 2026