Zacks Research Has Optimistic Outlook of FAF Q1 Earnings

First American Financial Corporation (NYSE:FAF) – Equities research analysts at Zacks Research lifted their Q1 2026 earnings per share estimates for shares of First American Financial in a report released on Wednesday, March 4th. Zacks Research analyst Team now anticipates that the insurance provider will earn $1.03 per share for the quarter, up from their prior forecast of $1.02. 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 FY2026 earnings at $6.25 EPS, Q1 2027 earnings at $1.13 EPS, Q3 2027 earnings at $1.82 EPS and Q4 2027 earnings at $1.87 EPS.

First American Financial (NYSE:FAF) last posted its earnings results on Wednesday, February 11th. The insurance provider reported $1.99 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.49 by $0.50. The company had revenue of $2 billion for the quarter, compared to analysts’ expectations of $1.80 billion. First American Financial had a return on equity of 11.92% and a net margin of 8.34%.The firm’s quarterly revenue was up 21.6% compared to the same quarter last year. During the same period last year, the business posted $1.35 earnings per share.

Several other research firms have also recently commented on FAF. Keefe, Bruyette & Woods upped their target price on shares of First American Financial from $79.00 to $81.00 and gave the stock an “outperform” rating in a research report on Thursday, December 18th. Stephens raised First American Financial from an “equal weight” rating to an “overweight” rating and lifted their price target for the company from $70.00 to $81.00 in a report on Monday, March 2nd. Wall Street Zen upgraded First American Financial from a “hold” rating to a “buy” rating in a research report on Saturday. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of First American Financial in a research report on Friday, February 13th. Finally, Barclays boosted their price target on First American Financial from $68.00 to $70.00 and gave the stock an “equal weight” rating in a research report on Friday, February 13th. Five analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, First American Financial has an average rating of “Moderate Buy” and an average price target of $78.50.

First American Financial Stock Down 1.9%

FAF stock opened at $67.71 on Monday. The stock has a market cap of $6.90 billion, a PE ratio of 11.27, a price-to-earnings-growth ratio of 0.70 and a beta of 1.25. The firm’s 50-day simple moving average is $64.62 and its 200 day simple moving average is $64.09. First American Financial has a fifty-two week low of $53.09 and a fifty-two week high of $71.47.

Institutional Investors Weigh In On First American Financial

Several hedge funds and other institutional investors have recently bought and sold shares of FAF. Allianz Asset Management GmbH boosted its stake in shares of First American Financial by 10.6% during the 3rd quarter. Allianz Asset Management GmbH now owns 210,739 shares of the insurance provider’s stock valued at $13,538,000 after buying an additional 20,188 shares during the period. Channing Capital Management LLC increased its stake in shares of First American Financial by 16.9% in the third quarter. Channing Capital Management LLC now owns 1,547,790 shares of the insurance provider’s stock worth $99,430,000 after acquiring an additional 224,277 shares during the last quarter. Thrivent Financial for Lutherans increased its stake in shares of First American Financial by 129.0% in the second quarter. Thrivent Financial for Lutherans now owns 64,774 shares of the insurance provider’s stock worth $3,976,000 after acquiring an additional 36,485 shares during the last quarter. AXQ Capital LP raised its holdings in shares of First American Financial by 29.4% during the second quarter. AXQ Capital LP now owns 10,880 shares of the insurance provider’s stock worth $668,000 after acquiring an additional 2,470 shares in the last quarter. Finally, Pacer Advisors Inc. purchased a new stake in shares of First American Financial during the third quarter worth $1,215,000. 89.05% of the stock is currently owned by institutional investors.

Insider Buying and Selling at First American Financial

In other news, Director Parker S. Kennedy bought 44,841 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The stock was acquired at an average price of $67.85 per share, with a total value of $3,042,461.85. Following the completion of the purchase, the director directly owned 251,552 shares of the company’s stock, valued at $17,067,803.20. This represents a 21.69% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through the SEC website. 3.70% of the stock is currently owned by company insiders.

First American Financial Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Monday, March 9th will be paid a $0.55 dividend. This represents a $2.20 dividend on an annualized basis and a dividend yield of 3.2%. The ex-dividend date of this dividend is Monday, March 9th. First American Financial’s payout ratio is currently 36.61%.

First American Financial Company Profile

First American Financial Corporation is a leading provider of title insurance, settlement services and diversified real estate-related data and analytics. Headquartered in Santa Ana, California, the company serves customers throughout the United States as well as in Canada, Europe, Latin America and Asia. Its business is built on the underwriting capabilities of its title insurance operations combined with comprehensive closing and escrow services for homebuyers, sellers, mortgage lenders and real estate professionals.

The company’s title insurance segment issues policies that protect property owners and mortgage lenders against defects in titles, liens or encumbrances that can arise during real property transactions.