Zacks Research Has Positive Estimate for FAF Q1 Earnings

First American Financial Co. (NYSE:FAF) – Zacks Research upped their Q1 2026 earnings per share (EPS) estimates for shares of First American Financial in a research note issued on Thursday, April 10th. Zacks Research analyst T. De now expects that the insurance provider will post earnings per share of $1.12 for the quarter, up from their previous forecast of $1.11. 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 Q4 2026 earnings at $2.06 EPS and Q1 2027 earnings at $0.95 EPS.

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

A number of other research analysts also recently commented on FAF. Stephens lifted their price objective on shares of First American Financial from $73.00 to $78.00 and gave the company an “overweight” rating in a research report on Friday, February 14th. Keefe, Bruyette & Woods upgraded shares of First American Financial from a “market perform” rating to an “outperform” rating and set a $75.00 target price for the company in a research note on Tuesday, April 8th.

First American Financial Trading Up 2.5 %

NYSE:FAF opened at $60.96 on Monday. The firm has a fifty day simple moving average of $63.61 and a 200 day simple moving average of $64.05. First American Financial has a 1-year low of $51.60 and a 1-year high of $70.92. The stock has a market capitalization of $6.28 billion, a PE ratio of 48.77 and a beta of 1.23.

Institutional Trading of First American Financial

Institutional investors have recently added to or reduced their stakes in the company. UMB Bank n.a. lifted its holdings in shares of First American Financial by 66.9% during the fourth quarter. UMB Bank n.a. now owns 524 shares of the insurance provider’s stock worth $33,000 after buying an additional 210 shares in the last quarter. Jones Financial Companies Lllp increased its position in First American Financial by 57.6% during the fourth quarter. Jones Financial Companies Lllp now owns 670 shares of the insurance provider’s stock worth $42,000 after acquiring an additional 245 shares during the period. Versant Capital Management Inc raised its stake in First American Financial by 645.7% in the 1st quarter. Versant Capital Management Inc now owns 962 shares of the insurance provider’s stock worth $63,000 after purchasing an additional 833 shares in the last quarter. GAMMA Investing LLC boosted its holdings in First American Financial by 34.9% in the 4th quarter. GAMMA Investing LLC now owns 1,071 shares of the insurance provider’s stock valued at $67,000 after purchasing an additional 277 shares during the period. Finally, Sunbelt Securities Inc. acquired a new position in shares of First American Financial during the 3rd quarter worth approximately $75,000. 89.05% of the stock is currently owned by institutional investors.

Insider Activity

In related news, 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 value of $815,006.12. Following the transaction, the chief financial officer now owns 195,812 shares in the company, valued at approximately $12,586,795.36. This represents a 6.08 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Lisa W. Cornehl sold 3,057 shares of the firm’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 transaction of $200,202.93. Following the sale, the senior vice president now owns 23,825 shares of the company’s stock, valued at $1,560,299.25. This trade represents a 11.37 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 127,707 shares of company stock valued at $8,136,565 over the last ninety days. 3.70% of the stock is currently owned by company insiders.

First American Financial Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 17th. Shareholders of record on Monday, March 10th were issued a $0.54 dividend. The ex-dividend date of this dividend was Monday, March 10th. This represents a $2.16 annualized dividend and a dividend yield of 3.54%. First American Financial’s dividend payout ratio is currently 172.80%.

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.