Zacks Research Brokers Increase Earnings Estimates for FAF

First American Financial Corporation (NYSE:FAF) – Stock analysts at Zacks Research lifted their Q1 2026 EPS estimates for First American Financial in a note issued to investors on Thursday, March 19th. Zacks Research analyst Team now forecasts that the insurance provider will earn $1.04 per share for the quarter, up from their prior estimate of $1.03. 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 $1.78 EPS, Q4 2026 earnings at $1.74 EPS, FY2026 earnings at $6.34 EPS, Q4 2027 earnings at $1.93 EPS, FY2027 earnings at $6.75 EPS and FY2028 earnings at $7.42 EPS.

Other equities research analysts have also recently issued reports about the company. Stephens raised 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 note on Monday, March 2nd. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of First American Financial in a research report on Friday, December 26th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of First American Financial in a research note on Friday, February 13th. Keefe, Bruyette & Woods increased their price objective on shares of First American Financial from $79.00 to $81.00 and gave the company an “outperform” rating in a research report on Thursday, December 18th. Finally, Truist Financial raised their price objective 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. Five investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $78.50.

First American Financial Stock Down 2.3%

FAF stock opened at $56.88 on Friday. The business has a 50 day moving average of $65.02 and a 200 day moving average of $63.95. The firm has a market cap of $5.80 billion, a PE ratio of 9.46, a price-to-earnings-growth ratio of 0.60 and a beta of 1.25. First American Financial has a twelve month low of $53.09 and a twelve month high of $71.47.

First American Financial (NYSE:FAF) last released its 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 firm had revenue of $2 billion during the quarter, compared to analyst estimates of $1.80 billion. During the same period last year, the business earned $1.35 earnings per share. The business’s revenue was up 21.6% on a year-over-year basis.

Hedge Funds Weigh In On First American Financial

A number of hedge funds have recently bought and sold shares of the business. Boston Partners boosted its holdings in shares of First American Financial by 8.9% during the 3rd 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 last quarter. Northwestern Mutual Wealth Management Co. raised its holdings in shares of 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 purchasing an additional 5,786,134 shares during the last quarter. Dimensional Fund Advisors LP raised its holdings in shares of 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 purchasing an additional 97,612 shares during the last quarter. Capital Research Global Investors lifted its position 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 purchasing an additional 109,242 shares during the period. Finally, Geode Capital Management LLC boosted its holdings in First American Financial by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 1,793,179 shares of the insurance provider’s stock worth $110,200,000 after purchasing an additional 19,752 shares during the last quarter. Hedge funds and other institutional investors own 89.05% of the company’s stock.

Insider Activity

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 bought 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 approximately $17,067,803.20. This represents a 21.69% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. 3.70% of the stock is currently owned by insiders.

First American Financial Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Monday, March 9th were issued a dividend of $0.55 per share. This represents a $2.20 dividend on an annualized basis and a dividend yield of 3.9%. The ex-dividend date of this dividend was 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.