Zacks Research Issues Optimistic Forecast for FAF Earnings

First American Financial Co. (NYSE:FAF - Free Report) - Research analysts at Zacks Research increased their Q1 2026 earnings per share (EPS) estimates for First American Financial in a research report issued on Thursday, April 10th. Zacks Research analyst T. De now expects that the insurance provider will post earnings per share of $1.12 for the quarter, up from their prior forecast of $1.11. The consensus estimate for First American Financial's current full-year earnings is $5.35 per share. Zacks Research also issued estimates for First American Financial's Q4 2026 earnings at $2.06 EPS and Q1 2027 earnings at $0.95 EPS.

First American Financial (NYSE:FAF - Get Free Report) last issued its earnings results on Wednesday, February 12th. The insurance provider reported $1.35 EPS for the quarter, topping analysts' consensus estimates of $1.13 by $0.22. First American Financial had a net margin of 2.14% and a return on equity of 9.35%.

Several other analysts also recently weighed in on FAF. Stephens lifted their price objective on First American Financial from $73.00 to $78.00 and gave the company an "overweight" rating in a report on Friday, February 14th. Keefe, Bruyette & Woods raised shares of First American Financial from a "market perform" rating to an "outperform" rating and set a $75.00 price target for the company in a research report on Tuesday, April 8th.

First American Financial Stock Performance

NYSE FAF traded up $0.32 on Monday, reaching $59.24. 592,171 shares of the stock traded hands, compared to its average volume of 654,374. First American Financial has a 12 month low of $51.60 and a 12 month high of $70.92. The company has a fifty day moving average price of $63.35 and a 200-day moving average price of $63.94. The company has a market cap of $6.11 billion, a price-to-earnings ratio of 47.39 and a beta of 1.23.

Hedge Funds Weigh In On First American Financial

Several hedge funds have recently made changes to their positions in the company. Vanguard Group Inc. raised its stake in shares of First American Financial by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 10,625,017 shares of the insurance provider's stock worth $663,426,000 after purchasing an additional 107,925 shares during the last quarter. FMR LLC lifted its stake in First American Financial by 20.8% during the 4th quarter. FMR LLC now owns 6,046,743 shares of the insurance provider's stock valued at $377,559,000 after acquiring an additional 1,042,145 shares during the period. Ariel Investments LLC boosted its holdings in shares of First American Financial by 9.9% in the 4th quarter. Ariel Investments LLC now owns 3,993,155 shares of the insurance provider's stock valued at $249,333,000 after acquiring an additional 359,777 shares during the last quarter. Dimensional Fund Advisors LP raised its holdings in shares of First American Financial by 3.4% during the fourth quarter. Dimensional Fund Advisors LP now owns 3,963,516 shares of the insurance provider's stock worth $247,481,000 after purchasing an additional 129,863 shares during the last quarter. Finally, Victory Capital Management Inc. lifted its position in First American Financial by 3.1% during the fourth quarter. Victory Capital Management Inc. now owns 2,573,788 shares of the insurance provider's stock valued at $160,707,000 after purchasing an additional 78,022 shares during the period. 89.05% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, Director Dennis J. Gilmore sold 111,971 shares of the stock in a transaction that occurred on Friday, February 14th. The shares were sold at an average price of $63.60, for a total value of $7,121,355.60. Following the completion of the transaction, the director now directly owns 494,574 shares of the company's stock, valued at $31,454,906.40. This trade represents a 18.46 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Lisa W. Cornehl sold 3,057 shares of the company's stock in a transaction that occurred on Tuesday, February 25th. The shares were sold at an average price of $65.49, for a total transaction of $200,202.93. Following the transaction, the senior vice president now owns 23,825 shares in the company, valued at $1,560,299.25. The trade was a 11.37 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 127,707 shares of company stock worth $8,136,565 in the last 90 days. 3.70% of the stock is owned by corporate insiders.

First American Financial Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, March 17th. Stockholders of record on Monday, March 10th were issued a $0.54 dividend. This represents a $2.16 dividend on an annualized basis and a dividend yield of 3.65%. The ex-dividend date of this dividend was Monday, March 10th. First American Financial's dividend payout ratio is currently 172.80%.

First American Financial Company Profile

First American Financial Corporation, through its subsidiaries, provides financial services. It operates through Title Insurance and Services, and Home Warranty segments. The Title Insurance and Services segment issues title insurance policies on residential and commercial property, as well as offers related products and services internationally.