Research Analysts Set Expectations for FAF FY2026 Earnings

First American Financial Co. (NYSE:FAF) – Zacks Research raised their FY2026 earnings estimates for shares of First American Financial in a report issued on Wednesday, March 5th. Zacks Research analyst T. De now forecasts that the insurance provider will earn $5.63 per share for the year, up from their prior estimate of $5.21. 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 $1.87 EPS and FY2027 earnings at $5.97 EPS.

First American Financial (NYSE:FAF) last released its quarterly earnings data on Wednesday, February 12th. The insurance provider reported $1.35 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.13 by $0.22. First American Financial had a return on equity of 9.35% and a net margin of 2.14%.

A number of other research analysts also recently commented on FAF. Keefe, Bruyette & Woods increased their target price on shares of First American Financial from $74.00 to $75.00 and gave the company a “market perform” rating in a research report on Tuesday, February 18th. Stephens lifted their price objective on shares of First American Financial from $73.00 to $78.00 and gave the company an “overweight” rating in a research note on Friday, February 14th. Two research analysts have rated the stock with a hold rating and two have assigned a buy rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $74.50.

First American Financial Trading Down 0.9 %

FAF stock opened at $63.90 on Thursday. The stock has a market cap of $6.57 billion, a P/E ratio of 51.12 and a beta of 1.34. First American Financial has a twelve month low of $51.60 and a twelve month high of $70.92. The company’s 50 day moving average is $62.71 and its two-hundred day moving average is $64.29.

First American Financial Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 17th. Investors of record on Monday, March 10th will be issued a dividend of $0.54 per share. This represents a $2.16 dividend on an annualized basis and a yield of 3.38%. The ex-dividend date is Monday, March 10th. First American Financial’s dividend payout ratio is presently 172.80%.

Insiders Place Their Bets

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

Institutional Trading of First American Financial

Several institutional investors have recently made changes to their positions in FAF. Jefferies Financial Group Inc. purchased a new position in First American Financial in the fourth quarter valued at about $385,000. Forum Financial Management LP acquired a new position in shares of First American Financial in the 4th quarter worth approximately $235,000. Public Employees Retirement System of Ohio increased its stake in First American Financial by 1.1% during the fourth quarter. Public Employees Retirement System of Ohio now owns 36,697 shares of the insurance provider’s stock valued at $2,291,000 after purchasing an additional 389 shares during the last quarter. Burgundy Asset Management Ltd. raised its holdings in shares of First American Financial by 2.4% during the fourth quarter. Burgundy Asset Management Ltd. now owns 161,257 shares of the insurance provider’s stock worth $10,069,000 after purchasing an additional 3,850 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in shares of First American Financial by 16.1% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 386,546 shares of the insurance provider’s stock worth $24,136,000 after buying an additional 53,633 shares during the last quarter. 89.05% of the stock is owned by hedge funds and other institutional investors.

About First American Financial

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.