Zacks Research Brokers Raise Earnings Estimates for FAF

First American Financial Corporation (NYSE:FAF) – Analysts at Zacks Research upped their Q1 2026 earnings estimates for First American Financial in a report released on Monday, April 20th. Zacks Research analyst Team now anticipates that the insurance provider will post earnings of $1.05 per share for the quarter, up from their previous forecast of $1.04. The consensus estimate for First American Financial’s current full-year earnings is $6.37 per share. Zacks Research also issued estimates for First American Financial’s Q2 2026 earnings at $1.72 EPS, Q3 2026 earnings at $1.83 EPS, Q4 2026 earnings at $1.76 EPS, FY2026 earnings at $6.36 EPS, Q1 2027 earnings at $1.22 EPS, Q2 2027 earnings at $1.80 EPS, Q3 2027 earnings at $1.85 EPS, Q4 2027 earnings at $1.96 EPS, FY2027 earnings at $6.83 EPS, Q1 2028 earnings at $1.30 EPS and FY2028 earnings at $7.48 EPS.

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

Several other brokerages have also recently issued reports on FAF. Barclays upgraded shares of First American Financial from an “equal weight” rating to an “overweight” rating and boosted their price target for the company from $70.00 to $72.00 in a research report on Monday, April 6th. Truist Financial boosted their price objective on shares of First American Financial from $76.00 to $82.00 and gave the stock a “buy” rating in a research note on Tuesday, February 17th. Weiss Ratings reissued a “buy (b-)” rating on shares of First American Financial in a research note on Friday, December 26th. Stephens raised shares of First American Financial from an “equal weight” rating to an “overweight” rating and boosted their price objective for the stock from $70.00 to $81.00 in a research note on Monday, March 2nd. Finally, Wall Street Zen raised shares of First American Financial from a “hold” rating to a “buy” rating in a research note on Saturday, March 7th. Six investment analysts have rated the stock with a Buy rating, According to data from MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $79.00.

First American Financial Price Performance

Shares of NYSE FAF opened at $66.89 on Tuesday. First American Financial has a 1 year low of $53.09 and a 1 year high of $71.47. The company’s 50-day moving average is $64.14 and its 200 day moving average is $63.26. The stock has a market capitalization of $6.84 billion, a P/E ratio of 11.13, a P/E/G ratio of 0.68 and a beta of 1.28.

Insider Buying and Selling

In other First American Financial news, Director Parker S. Kennedy acquired 44,841 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The shares were 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 approximately $17,067,803.20. The trade was a 21.69% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 3.50% of the stock is owned by insiders.

Institutional Investors Weigh In On First American Financial

Several hedge funds have recently bought and sold shares of the business. V Square Quantitative Management LLC bought a new stake in shares of First American Financial during the fourth quarter valued at approximately $27,000. Global Retirement Partners LLC raised its holdings in First American Financial by 1,107.5% in the 4th quarter. Global Retirement Partners LLC now owns 483 shares of the insurance provider’s stock worth $30,000 after acquiring an additional 443 shares during the last quarter. SJS Investment Consulting Inc. raised its holdings in First American Financial by 2,887.5% in the 3rd quarter. SJS Investment Consulting Inc. now owns 478 shares of the insurance provider’s stock worth $31,000 after acquiring an additional 462 shares during the last quarter. First Horizon Corp purchased a new position in First American Financial in the 3rd quarter worth approximately $37,000. Finally, Tripletail Wealth Management LLC purchased a new position in First American Financial in the 3rd quarter worth approximately $41,000. Institutional investors own 89.05% of the company’s stock.

Key Headlines Impacting First American Financial

Here are the key news stories impacting First American Financial this week:

• Positive Sentiment: Zacks Research raised several FY and quarterly EPS forecasts (including FY2026, FY2027 and FY2028), signaling better-than-expected profit outlooks that can support higher valuation multiples and investor confidence. MarketBeat FAF coverage
• Positive Sentiment: Zacks also lifted multiple near-term quarter estimates (eg. Q1 2026, Q3 2026, Q3/Q4 2027 and Q1 2028), suggesting upward revisions to expected earnings momentum into next year — a direct reason investors are bidding the stock up ahead of results. MarketBeat FAF coverage
• Neutral Sentiment: An earnings preview notes First American reports results tomorrow; the event is a near-term catalyst that could amplify the stock move depending on beats/misses and guidance. Investors are positioning ahead of that announcement. MSN earnings preview
• Neutral Sentiment: A Zacks feature discussed First American as a potential high-growth dividend stock — positive for longer-term investor interest but less likely to move intraday trading around the earnings catalyst. Zacks dividend article
• Negative Sentiment: Offsetting some optimism, Zacks trimmed a couple of quarter estimates (notably Q2 2026 and Q2 2027), which introduces modest downside risk if those trends continue or if the earnings print disappoints relative to the upgraded outlooks. MarketBeat FAF coverage

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.