Equities Analysts Set Expectations for FAF Q1 Earnings

First American Financial Corporation (NYSE:FAF) – Research analysts at Zacks Research reduced their Q1 2027 EPS estimates for First American Financial in a research note issued to investors on Monday, July 20th. Zacks Research analyst Team now forecasts that the insurance provider will earn $1.26 per share for the quarter, down from their previous estimate of $1.31. Zacks Research currently 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 2027 earnings at $1.92 EPS and Q2 2028 earnings at $2.03 EPS.

First American Financial (NYSE:FAF) last released its quarterly earnings results on Wednesday, July 22nd. The insurance provider reported $2.08 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.80 by $0.28. First American Financial had a net margin of 8.73% and a return on equity of 12.58%. The firm had revenue of $2.11 billion for the quarter, compared to the consensus estimate of $2.03 billion. During the same quarter in the previous year, the firm posted $1.53 EPS. The firm’s quarterly revenue was up 15.0% on a year-over-year basis.

Several other research firms have also recently commented on FAF. Truist Financial boosted their price target 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. Weiss Ratings restated a “buy (b)” rating on shares of First American Financial in a research note on Monday. Barclays lifted their price objective on First American Financial from $80.00 to $83.00 and gave the stock an “overweight” rating in a report on Tuesday, July 7th. Stephens reaffirmed an “overweight” rating and issued a $84.00 target price on shares of First American Financial in a research report on Friday, June 12th. Finally, Wall Street Zen cut First American Financial from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Seven research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, First American Financial presently has a consensus rating of “Moderate Buy” and a consensus price target of $84.20.

First American Financial Price Performance

Shares of First American Financial stock opened at $70.43 on Wednesday. The business has a 50-day moving average of $68.18 and a 200-day moving average of $65.85. The company has a market capitalization of $7.18 billion, a PE ratio of 10.82, a P/E/G ratio of 0.70 and a beta of 1.23. First American Financial has a 1-year low of $56.20 and a 1-year high of $73.50.

First American Financial Dividend Announcement

The company also recently declared 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 dividend on an annualized basis and a yield of 3.1%. The ex-dividend date was Monday, June 8th. First American Financial’s dividend payout ratio (DPR) is 33.79%.

Insider Transactions at First American Financial

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

Institutional Investors Weigh In On First American Financial

A number of institutional investors have recently made changes to their positions in the company. Duncker Streett & Co. Inc. raised its position in shares of First American Financial by 616.4% during the 1st quarter. Duncker Streett & Co. Inc. now owns 437 shares of the insurance provider’s stock valued at $26,000 after acquiring an additional 376 shares in the last quarter. V Square Quantitative Management LLC acquired a new position in First American Financial in the fourth quarter worth $27,000. Global Retirement Partners LLC increased its stake in First American Financial by 1,107.5% during the fourth quarter. Global Retirement Partners LLC now owns 483 shares of the insurance provider’s stock valued at $30,000 after purchasing an additional 443 shares during the last quarter. Danske Bank A S bought a new stake in First American Financial during the third quarter valued at $45,000. Finally, IFP Advisors Inc raised its holdings in shares of First American Financial by 568.8% during the fourth quarter. IFP Advisors Inc now owns 749 shares of the insurance provider’s stock worth $46,000 after purchasing an additional 637 shares during the period. 89.05% of the stock is currently owned by institutional investors.

First American Financial News Summary

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

• Positive Sentiment: FAF beat Q2 expectations, posting adjusted EPS of $2.08 versus the $1.80 consensus, and revenue of $2.11 billion versus estimates of $2.03 billion, which points to solid underlying operating performance. Article Title
• Positive Sentiment: Several recent analyst updates nudged near- and medium-term earnings estimates slightly higher, suggesting some confidence in FAF’s earnings trajectory. Reference
• Neutral Sentiment: Zacks Research maintained a “Hold” rating, indicating analysts see the stock as fairly valued rather than a clear buy at current levels. Reference
• Negative Sentiment: Despite the earnings beat, the stock has been pressured as investors may be taking profits or weighing whether the improvement is enough to justify a further re-rating after the recent run-up. Article Title

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.