What is Zacks Research’s Forecast for FAF Q1 Earnings?

First American Financial Co. (NYSE:FAF) – Stock analysts at Zacks Research cut their Q1 2025 earnings estimates for 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 of $0.77 per share for the quarter, down from their prior estimate 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.

FAF has been the topic of several other research reports. Stephens upped their price target on shares of First American Financial from $73.00 to $78.00 and gave the company an “overweight” rating in a report on Friday, February 14th. Keefe, Bruyette & Woods upped 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 report on Tuesday, February 18th. Two equities research analysts have rated the stock with a hold rating and two have issued a buy rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $74.50.

First American Financial Price Performance

Shares of NYSE FAF opened at $63.90 on Friday. First American Financial has a 12-month low of $51.60 and a 12-month high of $70.92. The company has a market capitalization of $6.57 billion, a PE ratio of 51.12 and a beta of 1.34. The firm’s 50-day moving average is $62.71 and its two-hundred day moving average is $64.29.

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

Hedge Funds Weigh In On First American Financial

Institutional investors and hedge funds have recently bought and sold shares of the stock. UMB Bank n.a. increased its position in 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 purchasing an additional 210 shares during the last quarter. Venturi Wealth Management LLC increased its position in First American Financial by 132.3% during the third quarter. Venturi Wealth Management LLC now owns 625 shares of the insurance provider’s stock worth $41,000 after purchasing an additional 356 shares during 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 purchasing an additional 245 shares during the last quarter. GAMMA Investing LLC increased its position in First American Financial by 34.9% during the fourth quarter. GAMMA Investing LLC now owns 1,071 shares of the insurance provider’s stock worth $67,000 after purchasing an additional 277 shares during the last quarter. Finally, Sunbelt Securities Inc. acquired a new position in First American Financial during the third quarter worth approximately $75,000. Institutional investors and hedge funds own 89.05% of the company’s stock.

Insider Activity at First American Financial

In related news, Director Dennis J. Gilmore sold 111,971 shares of the company’s stock in a transaction that occurred on 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 transaction, the director now 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 filing with the SEC, which is available at the SEC website. Also, CFO Mark Edward Seaton sold 12,679 shares of the company’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 transaction, the chief financial officer now directly owns 195,812 shares of the company’s stock, valued at $12,586,795.36. This trade represents a 6.08 % decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 127,707 shares of company stock valued at $8,136,565. Company insiders own 3.70% of the company’s stock.

First American Financial Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 17th. Investors of record on Monday, March 10th will be paid a dividend of $0.54 per share. This represents a $2.16 annualized dividend and a dividend yield of 3.38%. The ex-dividend date of this dividend is Monday, March 10th. First American Financial’s payout ratio is 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.