Analysts Set First American Financial Corporation (NYSE:FAF) Target Price at $79.00

First American Financial Corporation (NYSE:FAF) has received a consensus rating of “Buy” from the six ratings firms that are presently covering the stock, MarketBeat Ratings reports. Six investment analysts have rated the stock with a buy recommendation. The average 1 year target price among brokerages that have issued a report on the stock in the last year is $79.00.

Several equities analysts have commented on FAF shares. Weiss Ratings raised shares of First American Financial from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday. Barclays raised shares of First American Financial from an “equal weight” rating to an “overweight” rating and increased their target price for the stock from $70.00 to $72.00 in a research report on Monday, April 6th. Truist Financial increased their target price on shares of First American Financial from $76.00 to $82.00 and gave the stock a “buy” rating in a research report on Tuesday, February 17th. Stephens raised shares of First American Financial from an “equal weight” rating to an “overweight” rating and increased their target price for the stock from $70.00 to $81.00 in a research report on Monday, March 2nd. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of First American Financial in a research report on Friday, February 13th.

First American Financial News Roundup

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

• Positive Sentiment: Q1 earnings and revenue beat Wall Street estimates — FAF reported $1.33 EPS vs. $1.06 consensus and revenue of $1.85B (up ~16% YoY), signaling healthy top- and bottom-line momentum. First American Financial (FAF) Q1 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Sales also topped estimates and the company highlighted operating leverage — continued revenue growth plus improving margins/ROE support earnings durability. First American Financial’s (NYSE:FAF) Q1 CY2026 Sales Top Estimates
• Positive Sentiment: Commercial title business is a growth driver and management expects a record commercial year in 2026 — investors tend to reward higher-margin commercial mix expansion. FAF Q1 deep dive: Commercial title growth, AI automation, and cautious residential outlook
• Positive Sentiment: Tech and efficiency initiatives — firm is accelerating AI/automation and targeting 80–85% of local branches on the Endpoint platform by end of 2027, which could cut costs and improve client retention. First American targets 80%-85% of local branches on Endpoint by end of 2027 amid plan for 2026 record commercial year
• Neutral Sentiment: Management commentary and Q&A are available for details on execution, capital allocation and margin drivers — useful for assessing sustainability of beats. First American Financial Corporation (FAF) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Analyst estimates and updates (Zacks coverage) are being revised after the beat — monitor revisions for upward changes to FY26 EPS forecasts. What is Zacks Research’s Estimate for FAF Q1 Earnings?
• Negative Sentiment: Management noted a cautious residential outlook — headwinds in residential closings or pricing could pressure parts of revenue and offset commercial gains. FAF Q1 deep dive: Commercial title growth, AI automation, and cautious residential outlook

Insider Buying and Selling

In other First American Financial news, Director Parker S. Kennedy bought 44,841 shares of the stock in a transaction on Tuesday, February 17th. The shares were purchased at an average cost of $67.85 per share, with a total value of $3,042,461.85. Following the completion of the transaction, 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 purchase was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 3.50% of the stock is owned by insiders.

Hedge Funds Weigh In On First American Financial

Several hedge funds have recently bought and sold shares of FAF. Boston Partners boosted its holdings in First American Financial by 8.9% during the third quarter. Boston Partners now owns 6,133,594 shares of the insurance provider’s stock valued at $393,690,000 after acquiring an additional 500,649 shares during the period. Northwestern Mutual Wealth Management Co. boosted its holdings in First American Financial by 4,485,375.2% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 5,786,263 shares of the insurance provider’s stock valued at $355,508,000 after acquiring an additional 5,786,134 shares during the period. Dimensional Fund Advisors LP boosted its holdings in First American Financial by 2.3% during the fourth quarter. Dimensional Fund Advisors LP now owns 4,391,185 shares of the insurance provider’s stock valued at $269,799,000 after acquiring an additional 97,612 shares during the period. Capital Research Global Investors boosted its holdings in First American Financial by 3.3% during the fourth quarter. Capital Research Global Investors now owns 3,415,825 shares of the insurance provider’s stock valued at $209,868,000 after acquiring an additional 109,242 shares during the period. Finally, Geode Capital Management LLC boosted its holdings in First American Financial by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 1,793,179 shares of the insurance provider’s stock valued at $110,200,000 after acquiring an additional 19,752 shares during the period. 89.05% of the stock is owned by institutional investors and hedge funds.

First American Financial Trading Up 3.5%

NYSE FAF opened at $68.77 on Tuesday. First American Financial has a 1-year low of $53.09 and a 1-year high of $71.47. The company has a market capitalization of $7.04 billion, a PE ratio of 10.56, a price-to-earnings-growth ratio of 0.68 and a beta of 1.28. The firm’s fifty day simple moving average is $64.24 and its 200-day simple moving average is $63.32.

First American Financial (NYSE:FAF) last posted its quarterly earnings results on Wednesday, April 22nd. The insurance provider reported $1.33 earnings per share for the quarter, topping analysts’ consensus estimates of $1.06 by $0.27. The business had revenue of $1.85 billion for the quarter, compared to the consensus estimate of $1.80 billion. First American Financial had a net margin of 8.73% and a return on equity of 12.68%. First American Financial’s revenue for the quarter was up 16.2% compared to the same quarter last year. During the same period in the prior year, the business posted $0.84 earnings per share. As a group, analysts predict that First American Financial will post 6.38 EPS for the current year.

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.