Keefe, Bruyette & Woods Increases First American Financial (NYSE:FAF) Price Target to $86.00

First American Financial (NYSE:FAF) had its price objective increased by research analysts at Keefe, Bruyette & Woods from $84.00 to $86.00 in a research report issued on Friday,Benzinga reports. The firm currently has an “outperform” rating on the insurance provider’s stock. Keefe, Bruyette & Woods’ price target indicates a potential upside of 14.50% from the company’s previous close.

Other equities analysts also recently issued research reports about the stock. Zacks Research downgraded shares of First American Financial from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, June 23rd. Stephens reissued an “overweight” rating and set a $84.00 price objective on shares of First American Financial in a research note on Friday, June 12th. Wall Street Zen downgraded First American Financial from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. Weiss Ratings restated a “buy (b)” rating on shares of First American Financial in a report on Monday, July 20th. Finally, Barclays increased their target price on First American Financial from $80.00 to $83.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 7th. Seven equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat, First American Financial has a consensus rating of “Moderate Buy” and an average price target of $84.60.

First American Financial Price Performance

Shares of FAF stock opened at $75.11 on Friday. The firm has a market cap of $7.65 billion, a P/E ratio of 10.40, a PEG ratio of 0.73 and a beta of 1.23. First American Financial has a 1-year low of $56.20 and a 1-year high of $75.96. The firm’s 50-day simple moving average is $68.38 and its 200-day simple moving average is $65.97.

First American Financial (NYSE:FAF) last released its 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 9.33% and a return on equity of 13.32%. The business had revenue of $2.11 billion for the quarter, compared to analysts’ expectations of $2.03 billion. During the same period last year, the company earned $1.53 earnings per share. The company’s quarterly revenue was up 15.0% on a year-over-year basis. Analysts expect that First American Financial will post 6.91 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other First American Financial news, SVP Lisa W. Cornehl sold 5,823 shares of First American Financial stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $68.63, for a total transaction of $399,632.49. Following the transaction, the senior vice president directly owned 29,635 shares of the company’s stock, valued at $2,033,850.05. The trade was a 16.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. 3.50% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On First American Financial

A number of hedge funds have recently made changes to their positions in FAF. V Square Quantitative Management LLC acquired a new position in shares of First American Financial during the 4th quarter valued at $27,000. Duncker Streett & Co. Inc. increased its holdings in First American Financial by 616.4% in the 1st 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. Global Retirement Partners LLC raised its position in 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 valued at $30,000 after purchasing an additional 443 shares during the period. Danske Bank A S purchased a new position in First American Financial in the third quarter valued at about $45,000. Finally, IFP Advisors Inc raised its position 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 purchasing an additional 637 shares during the period. Hedge funds and other institutional investors own 89.05% of the company’s stock.

Key First American Financial News

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

• Positive Sentiment: First American Financial reported Q2 earnings of $2.08 per share, beating estimates of $1.80, while revenue came in at $2.11 billion versus expectations of $2.03 billion. The results were driven by commercial title strength, higher investment income, and improved average revenue per order. Article: First American Financial (FAF) Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Keefe, Bruyette & Woods raised its price target on First American Financial to $86 from $84 and reaffirmed an outperform rating, signaling confidence in further upside for FAF. Article: Benzinga report on price target increase
• Positive Sentiment: Benchmark Co. initiated coverage with a buy rating and a $85 price target, adding to the bullish analyst sentiment around the stock. Article: Benchmark initiates coverage on FAF
• Neutral Sentiment: Investors are also parsing Q2 earnings-call highlights and transcripts, which emphasized record commercial revenue and the company’s operating momentum, but did not add materially new information beyond the earnings release. Article: First American Financial Corp (FAF) Q2 2026 Earnings Call Highlights
• Neutral Sentiment: Some research notes on upcoming earnings estimates were published, but they appear to be routine analyst commentary rather than a major new driver for FAF shares. Article: What is Zacks Research’s Estimate for FAF Q1 Earnings?

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.