What is Zacks Research’s Estimate for FAF Q2 Earnings?

First American Financial Co. (NYSE:FAF) – Stock analysts at Zacks Research boosted their Q2 2026 earnings per share (EPS) estimates for shares of First American Financial in a report released on Tuesday, April 8th. Zacks Research analyst T. De now expects that the insurance provider will post earnings per share of $1.87 for the quarter, up from their prior forecast of $1.73. 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 FY2027 earnings at $5.94 EPS.

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

Other analysts have also recently issued research reports about the company. Keefe, Bruyette & Woods raised 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. Stephens lifted their target price on First American Financial from $73.00 to $78.00 and gave the stock an “overweight” rating in a report on Friday, February 14th.

First American Financial Stock Down 1.0 %

Shares of First American Financial stock opened at $59.37 on Friday. The firm has a market capitalization of $6.12 billion, a P/E ratio of 47.50 and a beta of 1.23. First American Financial has a 52 week low of $51.60 and a 52 week high of $70.92. The company has a 50 day moving average price of $63.67 and a 200 day moving average price of $64.09.

First American Financial Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 17th. Stockholders of record on Monday, March 10th were issued a $0.54 dividend. The ex-dividend date was Monday, March 10th. This represents a $2.16 annualized dividend and a dividend yield of 3.64%. First American Financial’s dividend payout ratio (DPR) is presently 172.80%.

Insider Transactions at First American Financial

In other news, SVP Lisa W. Cornehl sold 3,057 shares of the stock in a transaction dated Tuesday, February 25th. The shares were sold at an average price of $65.49, for a total transaction of $200,202.93. Following the sale, the senior vice president now directly owns 23,825 shares of the company’s stock, valued at $1,560,299.25. This represents a 11.37 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Dennis J. Gilmore sold 111,971 shares of the firm’s stock in a transaction dated 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 sale, the director now owns 494,574 shares in the company, valued at $31,454,906.40. This trade represents a 18.46 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 127,707 shares of company stock worth $8,136,565 over the last quarter. 3.70% of the stock is currently owned by insiders.

Hedge Funds Weigh In On First American Financial

A number of hedge funds have recently bought and sold shares of FAF. Norges Bank acquired a new position in shares of First American Financial during the 4th quarter worth approximately $75,780,000. FMR LLC increased its holdings in First American Financial by 20.8% in the 4th quarter. FMR LLC now owns 6,046,743 shares of the insurance provider’s stock worth $377,559,000 after acquiring an additional 1,042,145 shares in the last quarter. Corient Private Wealth LLC raised its position in First American Financial by 13,222.0% during the fourth quarter. Corient Private Wealth LLC now owns 849,279 shares of the insurance provider’s stock worth $53,029,000 after acquiring an additional 842,904 shares during the period. Lazard Asset Management LLC lifted its holdings in First American Financial by 500.7% during the fourth quarter. Lazard Asset Management LLC now owns 1,003,327 shares of the insurance provider’s stock valued at $62,646,000 after purchasing an additional 836,314 shares in the last quarter. Finally, Prudential Financial Inc. grew its position in shares of First American Financial by 6,233.2% in the fourth quarter. Prudential Financial Inc. now owns 706,211 shares of the insurance provider’s stock valued at $44,096,000 after purchasing an additional 695,060 shares during the period. Hedge funds and other institutional investors own 89.05% of the company’s stock.

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.