Zacks Research Issues Pessimistic Forecast for FAF Earnings

First American Financial Co. (NYSE:FAF) – Equities researchers at Zacks Research lowered their Q1 2025 earnings estimates for shares of First American Financial in a research note issued to investors on Wednesday, March 5th. Zacks Research analyst T. De now anticipates that the insurance provider will post earnings per share of $0.77 for the quarter, down from their previous forecast of $0.87. The consensus estimate for First American Financial’s current full-year earnings is $5.35 per share. Zacks Research also issued estimates for First American Financial’s Q2 2025 earnings at $1.50 EPS, Q3 2025 earnings at $1.55 EPS, Q4 2025 earnings at $1.31 EPS, FY2025 earnings at $5.11 EPS, Q1 2026 earnings at $1.18 EPS, Q2 2026 earnings at $1.76 EPS and Q3 2026 earnings at $0.82 EPS.

First American Financial (NYSE:FAF) last posted its earnings results on Wednesday, February 12th. The insurance provider reported $1.35 EPS for the quarter, topping the consensus estimate of $1.13 by $0.22. First American Financial had a net margin of 2.14% and a return on equity of 9.35%.

FAF has been the topic of a number of other research reports. Stephens lifted their price target on shares of First American Financial from $73.00 to $78.00 and gave the stock an “overweight” rating in a report on Friday, February 14th. Keefe, Bruyette & Woods boosted their price target on shares of First American Financial from $74.00 to $75.00 and gave the company a “market perform” rating in a research report on Tuesday, February 18th. Two research analysts have rated the stock with a hold rating and two have assigned a buy rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $74.50.

First American Financial Trading Down 0.2 %

NYSE:FAF opened at $63.87 on Friday. The stock has a market capitalization of $6.57 billion, a PE ratio of 51.10 and a beta of 1.34. The firm’s 50 day moving average is $62.72 and its 200 day moving average is $64.29. First American Financial has a 12 month low of $51.60 and a 12 month high of $70.92.

Hedge Funds Weigh In On First American Financial

A number of institutional investors have recently bought and sold shares of the stock. Vanguard Group Inc. raised its stake in First American Financial by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 10,625,017 shares of the insurance provider’s stock worth $663,426,000 after buying an additional 107,925 shares in the last quarter. FMR LLC grew its holdings in First American Financial by 20.8% in the fourth quarter. FMR LLC now owns 6,046,743 shares of the insurance provider’s stock worth $377,559,000 after purchasing an additional 1,042,145 shares during the period. Ariel Investments LLC grew its holdings in shares of First American Financial by 9.9% during the fourth quarter. Ariel Investments LLC now owns 3,993,155 shares of the insurance provider’s stock valued at $249,333,000 after buying an additional 359,777 shares during the last quarter. Dimensional Fund Advisors LP grew its holdings in shares of First American Financial by 3.4% during the fourth quarter. Dimensional Fund Advisors LP now owns 3,963,516 shares of the insurance provider’s stock valued at $247,481,000 after buying an additional 129,863 shares during the last quarter. Finally, Victory Capital Management Inc. grew its holdings in shares of First American Financial by 3.1% during the fourth quarter. Victory Capital Management Inc. now owns 2,573,788 shares of the insurance provider’s stock valued at $160,707,000 after buying an additional 78,022 shares during the last quarter. 89.05% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, Director Dennis J. Gilmore sold 111,971 shares of the company’s stock in a transaction dated Friday, February 14th. The shares were sold at an average price of $63.60, for a total transaction of $7,121,355.60. Following the completion of the transaction, the director now directly owns 494,574 shares of the company’s stock, valued at approximately $31,454,906.40. This represents a 18.46 % 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, CFO Mark Edward Seaton sold 12,679 shares of the company’s stock in a transaction dated Monday, February 24th. The shares were sold at an average price of $64.28, for a total transaction of $815,006.12. Following the transaction, the chief financial officer now directly owns 195,812 shares of the company’s stock, valued at approximately $12,586,795.36. This trade represents a 6.08 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 127,707 shares of company stock valued at $8,136,565 over the last three months. Insiders own 3.70% of the company’s stock.

First American Financial Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, March 17th. Investors of record on Monday, March 10th will be given a $0.54 dividend. The ex-dividend date is Monday, March 10th. This represents a $2.16 annualized dividend and a yield of 3.38%. First American Financial’s dividend payout ratio (DPR) is presently 172.80%.

First American Financial Company Profile

First American Financial Corporation, through its subsidiaries, provides financial services. It operates through Title Insurance and Services, and Home Warranty segments. The Title Insurance and Services segment issues title insurance policies on residential and commercial property, as well as offers related products and services internationally.