What is Zacks Research’s Estimate for FAF Q3 Earnings?

First American Financial Corporation (NYSE:FAF) – Investment analysts at Zacks Research lowered their Q3 2026 earnings estimates for First American Financial in a research note issued on Monday, July 20th. Zacks Research analyst Team now anticipates that the insurance provider will post earnings of $1.77 per share for the quarter, down from their previous estimate of $1.83. Zacks Research has a “Hold” rating on the stock. The consensus estimate for First American Financial’s current full-year earnings is $6.74 per share. Zacks Research also issued estimates for First American Financial’s Q4 2026 earnings at $1.76 EPS, FY2026 earnings at $6.64 EPS, Q2 2027 earnings at $2.03 EPS, Q3 2027 earnings at $1.91 EPS, FY2027 earnings at $7.11 EPS, Q1 2028 earnings at $1.20 EPS and FY2028 earnings at $7.27 EPS.

First American Financial (NYSE:FAF) last posted its earnings results on Wednesday, April 22nd. The insurance provider reported $1.33 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.06 by $0.27. First American Financial had a net margin of 8.73% and a return on equity of 12.58%. The business had revenue of $1.85 billion for the quarter, compared to analysts’ expectations of $1.80 billion. During the same period in the prior year, the company posted $0.84 EPS. The business’s revenue for the quarter was up 16.2% compared to the same quarter last year.

FAF has been the subject of several other research reports. Weiss Ratings raised First American Financial from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, April 22nd. Truist Financial upped their target price on First American Financial from $82.00 to $85.00 and gave the stock a “buy” rating in a research note on Friday, April 24th. Benchmark assumed coverage on shares of First American Financial in a research note on Monday. They issued a “buy” rating and a $85.00 target price on the stock. Keefe, Bruyette & Woods lowered their price objective on shares of First American Financial from $87.00 to $84.00 and set an “outperform” rating on the stock in a research report on Thursday, June 25th. Finally, Stephens reaffirmed an “overweight” rating and set a $84.00 price objective on shares of First American Financial in a report on Friday, June 12th. Seven analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, First American Financial has an average rating of “Moderate Buy” and an average target price of $84.20.

First American Financial Price Performance

FAF opened at $71.54 on Tuesday. The firm has a market capitalization of $7.29 billion, a P/E ratio of 10.99, a price-to-earnings-growth ratio of 0.70 and a beta of 1.23. First American Financial has a one year low of $56.20 and a one year high of $73.50. The company has a fifty day moving average price of $68.11 and a 200-day moving average price of $65.79.

Hedge Funds Weigh In On First American Financial

A number of institutional investors have recently added to or reduced their stakes in FAF. Duncker Streett & Co. Inc. increased its stake in shares of First American Financial by 616.4% during the first quarter. Duncker Streett & Co. Inc. now owns 437 shares of the insurance provider’s stock valued at $26,000 after purchasing an additional 376 shares in the last quarter. V Square Quantitative Management LLC bought a new position in shares of First American Financial during the 4th quarter valued at $27,000. Global Retirement Partners LLC grew its holdings in shares of First American Financial by 1,107.5% in the fourth 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 period. Danske Bank A S purchased a new stake in First American Financial during the third quarter valued at $45,000. Finally, IFP Advisors Inc lifted its holdings in First American Financial by 568.8% in the fourth quarter. IFP Advisors Inc now owns 749 shares of the insurance provider’s stock valued at $46,000 after acquiring an additional 637 shares during the period. Institutional investors own 89.05% of the company’s stock.

Insider Transactions at First American Financial

In other news, Director Margaret M. Mccarthy sold 6,630 shares of the company’s stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $70.59, for a total transaction of $468,011.70. Following the completion of the transaction, the director directly owned 24,024 shares of the company’s stock, valued at approximately $1,695,854.16. This represents a 21.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, SVP Lisa W. Cornehl sold 5,823 shares of the stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $68.63, for a total value of $399,632.49. Following the completion of the sale, the senior vice president owned 29,635 shares of the company’s stock, valued at approximately $2,033,850.05. This trade represents a 16.42% decrease in their position. The SEC filing for this sale provides additional information. 3.50% of the stock is currently owned by insiders.

First American Financial Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Monday, June 8th were paid a $0.55 dividend. This represents a $2.20 annualized dividend and a dividend yield of 3.1%. The ex-dividend date of this dividend was Monday, June 8th. First American Financial’s payout ratio is presently 33.79%.

First American Financial News Roundup

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

• Positive Sentiment: Analysts slightly raised their Q2 2027 earnings estimate, suggesting some improvement in longer-term profitability expectations.
• Neutral Sentiment: First American Financial’s upcoming Q2 earnings report is the next major catalyst investors are watching. What to expect from First American Financial’s (FAF) Q2 earnings
• Negative Sentiment: Zacks Research lowered several earnings estimates for First American Financial, including FY2026, Q3 2026, Q4 2026, FY2027, and FY2028, which may weigh on the stock.

About First American Financial

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.