Zacks Research Has Bullish Forecast for FAF FY2026 Earnings

First American Financial Co. (NYSE:FAF) – Stock analysts at Zacks Research lifted their FY2026 earnings per share (EPS) estimates for shares of First American Financial in a research report issued to clients and investors on Wednesday, March 5th. Zacks Research analyst T. De now expects that the insurance provider will post earnings of $5.63 per share for the year, up from their previous forecast of $5.21. 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 $1.87 EPS and FY2027 earnings at $5.97 EPS.

Other analysts have also recently issued research reports about the company. Stephens lifted their price target on 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 boosted their target price on First American Financial from $74.00 to $75.00 and gave the stock a “market perform” rating in a report on Tuesday, February 18th. Two research analysts have rated the stock with a hold rating and two have given a buy rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $74.50.

First American Financial Price Performance

FAF opened at $63.87 on Thursday. The stock has a market capitalization of $6.57 billion, a price-to-earnings ratio of 51.10 and a beta of 1.34. The business has a 50-day moving average of $62.72 and a two-hundred day moving average of $64.29. First American Financial has a 12 month low of $51.60 and a 12 month high of $70.92.

First American Financial (NYSE:FAF) last posted its quarterly earnings results on Wednesday, February 12th. The insurance provider reported $1.35 EPS for the quarter, beating 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%.

Hedge Funds Weigh In On First American Financial

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Jefferies Financial Group Inc. acquired a new position in shares of First American Financial in the 4th quarter valued at approximately $385,000. Forum Financial Management LP acquired a new position in shares of First American Financial in the 4th quarter valued at approximately $235,000. Public Employees Retirement System of Ohio raised its position in shares of First American Financial by 1.1% in the 4th quarter. Public Employees Retirement System of Ohio now owns 36,697 shares of the insurance provider’s stock valued at $2,291,000 after purchasing an additional 389 shares in the last quarter. Burgundy Asset Management Ltd. raised its position in shares of First American Financial by 2.4% in the 4th quarter. Burgundy Asset Management Ltd. now owns 161,257 shares of the insurance provider’s stock valued at $10,069,000 after purchasing an additional 3,850 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in shares of First American Financial by 16.1% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 386,546 shares of the insurance provider’s stock valued at $24,136,000 after purchasing an additional 53,633 shares in the last quarter. 89.05% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at First American Financial

In related news, Director Dennis J. Gilmore sold 111,971 shares of the business’s stock in a transaction that occurred on Friday, February 14th. The stock was sold at an average price of $63.60, for a total transaction of $7,121,355.60. Following the transaction, the director now directly owns 494,574 shares of the company’s stock, valued at approximately $31,454,906.40. The trade was a 18.46 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, 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 value of $815,006.12. Following the transaction, 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 ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 127,707 shares of company stock worth $8,136,565. 3.70% of the stock is currently owned by company insiders.

First American Financial Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, March 17th. Stockholders of record on Monday, March 10th will be issued a dividend of $0.54 per share. This represents a $2.16 dividend on an annualized basis and a dividend yield of 3.38%. The ex-dividend date is 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.