Zacks Research Analysts Decrease Earnings Estimates for FAF

First American Financial Co. (NYSE:FAF) – Equities researchers at Zacks Research decreased their Q1 2025 earnings per share (EPS) estimates for shares of First American Financial in a research note issued to investors on Tuesday, March 18th. Zacks Research analyst T. De now anticipates that the insurance provider will earn $0.69 per share for the quarter, down from their prior forecast of $0.77. 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 $1.45 EPS, Q3 2025 earnings at $1.53 EPS, Q4 2025 earnings at $1.32 EPS, FY2025 earnings at $4.99 EPS, Q2 2026 earnings at $1.73 EPS, Q3 2026 earnings at $0.96 EPS, Q4 2026 earnings at $1.91 EPS, FY2026 earnings at $5.71 EPS and FY2027 earnings at $5.95 EPS.

First American Financial (NYSE:FAF) last issued its quarterly earnings data 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 return on equity of 9.35% and a net margin of 2.14%.

Several other equities analysts have also recently weighed in on FAF. Keefe, Bruyette & Woods raised their price objective on First American Financial from $74.00 to $75.00 and gave the company a “market perform” rating in a report on Tuesday, February 18th. Stephens raised their price objective on First American Financial from $73.00 to $78.00 and gave the company an “overweight” rating in a report on Friday, February 14th.

First American Financial Price Performance

FAF opened at $64.90 on Thursday. The business’s 50-day moving average price is $63.34 and its two-hundred day moving average price is $64.37. First American Financial has a 1 year low of $51.60 and a 1 year high of $70.92. The company has a market capitalization of $6.67 billion, a price-to-earnings ratio of 51.92 and a beta of 1.34.

Institutional Investors Weigh In On First American Financial

Institutional investors have recently made changes to their positions in the company. Bar Harbor Wealth Management boosted its holdings in shares of First American Financial by 43.6% during the fourth quarter. Bar Harbor Wealth Management now owns 96,627 shares of the insurance provider’s stock worth $6,033,000 after acquiring an additional 29,324 shares during the period. Barclays PLC boosted its holdings in shares of First American Financial by 15.2% during the third quarter. Barclays PLC now owns 60,821 shares of the insurance provider’s stock worth $4,016,000 after acquiring an additional 8,047 shares during the period. JPMorgan Chase & Co. boosted its holdings in shares of First American Financial by 5.1% during the third quarter. JPMorgan Chase & Co. now owns 214,820 shares of the insurance provider’s stock worth $14,180,000 after acquiring an additional 10,489 shares during the period. Oak Thistle LLC bought a new stake in shares of First American Financial during the fourth quarter worth approximately $1,476,000. Finally, Geode Capital Management LLC boosted its holdings in shares of First American Financial by 0.8% during the third quarter. Geode Capital Management LLC now owns 1,700,903 shares of the insurance provider’s stock worth $112,306,000 after acquiring an additional 12,668 shares during the period. Institutional investors own 89.05% of the company’s stock.

Insider Buying and Selling

In other news, CFO Mark Edward Seaton sold 12,679 shares of the business’s stock in a transaction that occurred on Monday, February 24th. The stock was sold at an average price of $64.28, for a total transaction of $815,006.12. Following the completion of the sale, the chief financial officer now owns 195,812 shares in the company, valued at $12,586,795.36. The trade was a 6.08 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, SVP Lisa W. Cornehl sold 3,057 shares of the business’s stock in a transaction that occurred on Tuesday, February 25th. The stock was sold at an average price of $65.49, for a total value of $200,202.93. Following the sale, the senior vice president now owns 23,825 shares of the company’s stock, valued at approximately $1,560,299.25. This represents a 11.37 % decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 127,707 shares of company stock worth $8,136,565. Company insiders own 3.70% of the company’s stock.

First American Financial Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, March 17th. Investors of record on Monday, March 10th were issued a dividend of $0.54 per share. This represents a $2.16 dividend on an annualized basis and a yield of 3.33%. The ex-dividend date of this dividend was Monday, March 10th. First American Financial’s payout ratio is currently 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.