Zacks Research Has Negative Forecast for FAF Q2 Earnings

First American Financial Corporation (NYSE:FAF) – Investment analysts at Zacks Research lowered their Q2 2026 EPS estimates for First American Financial in a research note issued on Wednesday, March 4th. Zacks Research analyst Team now forecasts that the insurance provider will post earnings per share of $1.79 for the quarter, down from their prior forecast of $1.80. 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 Q3 2026 earnings at $1.77 EPS, Q4 2026 earnings at $1.67 EPS, FY2027 earnings at $6.68 EPS and FY2028 earnings at $7.30 EPS.

Several other analysts also recently commented on FAF. Keefe, Bruyette & Woods raised their price objective 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. Weiss Ratings reissued a “buy (b-)” rating on shares of First American Financial in a research note on Friday, December 26th. Barclays raised their price target on shares of First American Financial from $68.00 to $70.00 and gave the stock an “equal weight” rating in a report on Friday, February 13th. Truist Financial lifted their price target on shares of First American Financial from $76.00 to $82.00 and gave the company a “buy” rating in a research note on Tuesday, February 17th. Finally, Wall Street Zen cut shares of First American Financial from a “buy” rating to a “hold” rating in a research report on Saturday, February 21st. Five research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $78.50.

First American Financial Stock Performance

Shares of FAF stock opened at $67.71 on Friday. First American Financial has a fifty-two week low of $53.09 and a fifty-two week high of $71.47. The stock has a 50 day simple moving average of $64.62 and a two-hundred day simple moving average of $64.10. The company has a market cap of $6.90 billion, a P/E ratio of 11.27, a PEG ratio of 0.72 and a beta of 1.25.

First American Financial (NYSE:FAF) last issued its quarterly earnings results on Wednesday, February 11th. The insurance provider reported $1.99 EPS for the quarter, beating analysts’ consensus estimates 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 business had revenue of $2 billion for the quarter, compared to analysts’ expectations of $1.80 billion. During the same quarter in the prior year, the firm posted $1.35 earnings per share. The business’s quarterly revenue was up 21.6% compared to the same quarter last year.

Hedge Funds Weigh In On First American Financial

Hedge funds and other institutional investors have recently modified their holdings of the business. ProShare Advisors LLC increased its position in shares of First American Financial by 3.9% during the second quarter. ProShare Advisors LLC now owns 4,561 shares of the insurance provider’s stock valued at $280,000 after acquiring an additional 172 shares during the last quarter. Naples Global Advisors LLC lifted its holdings in First American Financial by 2.4% during the fourth quarter. Naples Global Advisors LLC now owns 7,500 shares of the insurance provider’s stock worth $461,000 after acquiring an additional 175 shares during the period. Maryland State Retirement & Pension System boosted its position in First American Financial by 3.9% in the third quarter. Maryland State Retirement & Pension System now owns 4,850 shares of the insurance provider’s stock worth $312,000 after purchasing an additional 180 shares during the last quarter. Inscription Capital LLC grew its stake in First American Financial by 2.4% in the 4th quarter. Inscription Capital LLC now owns 7,639 shares of the insurance provider’s stock valued at $469,000 after purchasing an additional 181 shares during the period. Finally, KLP Kapitalforvaltning AS grew its stake in First American Financial by 0.9% in the 3rd quarter. KLP Kapitalforvaltning AS now owns 21,500 shares of the insurance provider’s stock valued at $1,381,000 after purchasing an additional 200 shares during the period. Hedge funds and other institutional investors own 89.05% of the company’s stock.

Insider Transactions at First American Financial

In other news, Director Parker S. Kennedy acquired 44,841 shares of the firm’s stock in a transaction on Tuesday, February 17th. The stock was purchased at an average price of $67.85 per share, for a total transaction of $3,042,461.85. Following the purchase, the director owned 251,552 shares in the company, valued at approximately $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 the SEC website. Insiders own 3.70% of the company’s stock.

First American Financial Dividend Announcement

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