Zacks Research Has Positive Estimate for FAF Q2 Earnings

First American Financial Co. (NYSE:FAF) – Research analysts at Zacks Research upped their Q2 2026 earnings per share (EPS) estimates for shares of First American Financial in a report issued on Tuesday, April 8th. Zacks Research analyst T. De now expects that the insurance provider will post earnings of $1.87 per share for the quarter, up from their previous estimate of $1.73. 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 FY2027 earnings at $5.94 EPS.

Several other research firms also recently issued reports on FAF. Keefe, Bruyette & Woods upgraded First American Financial from a “market perform” rating to an “outperform” rating and set a $75.00 price target for the company in a research note on Tuesday, April 8th. Stephens upped their target price on First American Financial from $73.00 to $78.00 and gave the stock an “overweight” rating in a research report on Friday, February 14th.

First American Financial Trading Down 1.0 %

Shares of NYSE:FAF opened at $59.37 on Friday. The stock has a market capitalization of $6.12 billion, a PE ratio of 47.50 and a beta of 1.23. First American Financial has a 1 year low of $51.60 and a 1 year high of $70.92. The firm has a fifty day moving average price of $63.67 and a 200 day moving average price of $64.09.

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%.

First American Financial Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, March 17th. Stockholders of record on Monday, March 10th were given a $0.54 dividend. This represents a $2.16 annualized dividend and a dividend yield of 3.64%. The ex-dividend date of this dividend was Monday, March 10th. First American Financial’s dividend payout ratio is currently 172.80%.

Insider Transactions at First American Financial

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

Institutional Investors Weigh In On First American Financial

A number of institutional investors have recently added to or reduced their stakes in the company. Captrust Financial Advisors lifted its position in shares of First American Financial by 11.8% in the 3rd quarter. Captrust Financial Advisors now owns 6,930 shares of the insurance provider’s stock worth $457,000 after acquiring an additional 732 shares during the period. HighTower Advisors LLC lifted its position in First American Financial by 7.4% in the third quarter. HighTower Advisors LLC now owns 8,932 shares of the insurance provider’s stock worth $585,000 after purchasing an additional 615 shares during the period. Orion Portfolio Solutions LLC boosted its stake in First American Financial by 6.4% during the third quarter. Orion Portfolio Solutions LLC now owns 28,089 shares of the insurance provider’s stock worth $1,854,000 after buying an additional 1,691 shares in the last quarter. MML Investors Services LLC raised its stake in shares of First American Financial by 10.0% in the 3rd quarter. MML Investors Services LLC now owns 6,806 shares of the insurance provider’s stock valued at $449,000 after buying an additional 617 shares in the last quarter. Finally, Barclays PLC lifted its holdings in shares of First American Financial by 15.2% during the 3rd 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. 89.05% of the stock is owned by institutional investors and hedge funds.

About First American Financial

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.