First American Financial (NYSE:FAF) Reaches New 1-Year High on Analyst Upgrade

Posted by Max Byerly on Jul 27th, 2026

Shares of First American Financial Corporation (NYSE:FAF – Get Free Report) reached a new 52-week high during mid-day trading on Saturday after Keefe, Bruyette & Woods raised their price target on the stock from $84.00 to $86.00. Keefe, Bruyette & Woods currently has an outperform rating on the stock. First American Financial traded as high as $75.96 and last traded at $75.11, with a volume of 1492332 shares. The stock had previously closed at $68.96.

Other analysts have also issued research reports about the stock. Benchmark began coverage on shares of First American Financial in a research note on Tuesday, July 21st. They issued a “buy” rating and a $85.00 price target for the company. Wall Street Zen cut First American Financial from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Truist Financial increased their price objective on shares of First American Financial from $82.00 to $85.00 and gave the stock a “buy” rating in a report on Friday, April 24th. Barclays lifted their target price on First American Financial from $80.00 to $83.00 and gave the company an “overweight” rating in a research note on Tuesday, July 7th. Finally, Stephens reaffirmed an “overweight” rating and issued a $84.00 price target on shares of First American Financial in a research note on Friday, June 12th. Seven analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $84.60.

Check Out Our Latest Stock Report on First American Financial

Insider Transactions at First American Financial

In other First American Financial news, SVP Lisa W. Cornehl sold 5,823 shares of the business’s stock in a transaction dated 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 approximately $2,033,850.05. The trade was a 16.42% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 3.50% of the company’s stock.

First American Financial News Summary

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?

Institutional Investors Weigh In On First American Financial

Several hedge funds have recently made changes to their positions in the company. Duncker Streett & Co. Inc. boosted its stake 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 worth $26,000 after purchasing an additional 376 shares during the period. V Square Quantitative Management LLC acquired a new stake in First American Financial during the 4th quarter valued at $27,000. Global Retirement Partners LLC lifted 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 valued at $30,000 after purchasing an additional 443 shares in the last quarter. Danske Bank A S purchased a new stake in shares of First American Financial in the third quarter valued at $45,000. Finally, IFP Advisors Inc boosted its position in shares of First American Financial by 568.8% in the fourth quarter. IFP Advisors Inc now owns 749 shares of the insurance provider’s stock worth $46,000 after buying an additional 637 shares during the period. Hedge funds and other institutional investors own 89.05% of the company’s stock.

First American Financial Stock Down 0.0%

The firm has a market cap of $7.67 billion, a price-to-earnings ratio of 10.40, a PEG ratio of 0.71 and a beta of 1.23. The company has a 50-day moving average price of $68.38 and a 200 day moving average price of $66.00.

First American Financial (NYSE:FAF – Get Free Report) last posted its quarterly earnings results on Wednesday, July 22nd. The insurance provider reported $2.08 earnings per share for the quarter, beating the consensus estimate of $1.80 by $0.28. First American Financial had a return on equity of 13.31% and a net margin of 9.33%.The firm had revenue of $2.11 billion for the quarter, compared to analyst estimates of $2.03 billion. During the same period in the previous year, the firm earned $1.53 earnings per share. First American Financial’s quarterly revenue was up 15.0% on a year-over-year basis. Equities analysts forecast that First American Financial Corporation will post 6.91 EPS for the current year.

First American Financial Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Monday, June 8th were paid a $0.55 dividend. The ex-dividend date was Monday, June 8th. This represents a $2.20 dividend on an annualized basis and a yield of 2.9%. First American Financial’s payout ratio is 30.47%.

About First American Financial

(Get Free Report)

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.