Brokers Set Expectations for FAF FY2026 Earnings

First American Financial Corporation (NYSE:FAF) – DOWLING & PARTN issued their FY2026 earnings per share estimates for shares of First American Financial in a report issued on Wednesday, May 20th. DOWLING & PARTN analyst G. Dunn anticipates that the insurance provider will post earnings per share of $6.70 for the year. The consensus estimate for First American Financial’s current full-year earnings is $6.83 per share. DOWLING & PARTN also issued estimates for First American Financial’s FY2027 earnings at $7.00 EPS and FY2028 earnings at $7.20 EPS.

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

FAF has been the topic of a number of other reports. Weiss Ratings upgraded First American Financial from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, April 22nd. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of First American Financial in a report on Friday, February 13th. Stephens lifted their price target on First American Financial from $81.00 to $84.00 and gave the company an “overweight” rating in a report on Monday, April 27th. Truist Financial lifted their price target on First American Financial from $82.00 to $85.00 and gave the company a “buy” rating in a report on Friday, April 24th. Finally, Zacks Research upgraded First American Financial from a “hold” rating to a “strong-buy” rating in a report on Monday, April 27th. One equities research analyst has rated the stock with a Strong Buy rating and six have given a Buy rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $82.50.

First American Financial Stock Down 0.8%

FAF opened at $67.61 on Thursday. The stock’s fifty day moving average is $64.91 and its two-hundred day moving average is $64.50. The company has a market capitalization of $6.89 billion, a P/E ratio of 10.38, a PEG ratio of 0.65 and a beta of 1.28. First American Financial has a 52 week low of $53.09 and a 52 week high of $71.47.

Institutional Trading of First American Financial

Institutional investors have recently made changes to their positions in the business. V Square Quantitative Management LLC acquired a new stake in shares of First American Financial in the 4th quarter worth $27,000. Duncker Streett & Co. Inc. boosted its position in shares of 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 in the last quarter. Global Retirement Partners LLC boosted its position in shares of First American Financial by 1,107.5% in the 4th quarter. Global Retirement Partners LLC now owns 483 shares of the insurance provider’s stock worth $30,000 after purchasing an additional 443 shares in the last quarter. Danske Bank A S acquired a new stake in shares of First American Financial in the 3rd quarter worth $45,000. Finally, IFP Advisors Inc boosted its position in shares of First American Financial by 568.8% in the 4th quarter. IFP Advisors Inc now owns 749 shares of the insurance provider’s stock worth $46,000 after purchasing an additional 637 shares in the last quarter. Institutional investors and hedge funds own 89.05% of the company’s stock.

Insiders Place Their Bets

In other news, Director Margaret M. Mccarthy sold 6,630 shares of First American Financial stock in a transaction 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 trade represents a 21.63% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, SVP Lisa W. Cornehl sold 5,823 shares of the firm’s stock in a transaction 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 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 position. The SEC filing for this sale provides additional information. Company insiders own 3.50% of the company’s stock.

First American Financial Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Monday, June 8th will be issued a $0.55 dividend. The ex-dividend date is Monday, June 8th. This represents a $2.20 dividend on an annualized basis and a dividend yield of 3.3%. First American Financial’s dividend payout ratio (DPR) is currently 33.79%.

Trending Headlines about First American Financial

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

• Positive Sentiment: Zacks Research increased its earnings outlook for First American Financial across several quarters and full-year periods, signaling stronger expected profitability.
• Positive Sentiment: The stock was also included on Zacks’ Strong Buy value and income stock lists, which may reinforce investor interest in FAF as a quality, dividend-oriented name. Best Value Stocks to Buy for May 27th
• Positive Sentiment: Zacks’ article questioning whether investors are undervaluing FAF adds to the bullish narrative by implying the shares may still have room to rerate higher. Are Investors Undervaluing First American Financial Right Now?

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.