First Trust Advisors LP Grows Holdings in First American Financial Corporation $FAF

First Trust Advisors LP increased its holdings in shares of First American Financial Corporation (NYSE:FAF) by 110.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,304,820 shares of the insurance provider’s stock after purchasing an additional 684,117 shares during the period. First Trust Advisors LP’s holdings in First American Financial were worth $78,668,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of FAF. Bar Harbor Wealth Management boosted its stake in shares of First American Financial by 52.4% during the fourth quarter. Bar Harbor Wealth Management now owns 135,649 shares of the insurance provider’s stock worth $8,334,000 after buying an additional 46,639 shares during the period. Jackson Creek Investment Advisors LLC purchased a new position in First American Financial during the 4th quarter worth $1,608,000. Jefferies Financial Group Inc. acquired a new stake in shares of First American Financial in the 4th quarter worth $6,713,000. Manning & Napier Advisors LLC acquired a new stake in shares of First American Financial in the 4th quarter worth $63,693,000. Finally, Tudor Investment Corp ET AL purchased a new stake in shares of First American Financial in the third quarter valued at about $5,046,000. 89.05% of the stock is owned by hedge funds and other institutional investors.

First American Financial Price Performance

NYSE:FAF opened at $75.11 on Friday. The firm has a market capitalization of $7.65 billion, a PE ratio of 10.40, a price-to-earnings-growth ratio of 0.67 and a beta of 1.23. The business’s 50-day moving average is $68.38 and its two-hundred day moving average is $65.97. First American Financial Corporation has a 12 month low of $56.20 and a 12 month high of $75.96.

First American Financial (NYSE:FAF) last issued its quarterly earnings data on Wednesday, July 22nd. The insurance provider reported $2.08 EPS for the quarter, topping analysts’ consensus estimates of $1.80 by $0.28. First American Financial had a net margin of 9.33% and a return on equity of 13.32%. The firm had revenue of $2.11 billion for the quarter, compared to analyst estimates of $2.03 billion. During the same quarter in the previous year, the business posted $1.53 EPS. The firm’s revenue was up 15.0% compared to the same quarter last year. Equities analysts anticipate that First American Financial Corporation will post 6.74 EPS for the current year.

First American Financial Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Monday, June 8th were given a $0.55 dividend. The ex-dividend date of this dividend was Monday, June 8th. This represents a $2.20 annualized dividend and a dividend yield of 2.9%. First American Financial’s payout ratio is presently 33.79%.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on FAF shares. Wall Street Zen downgraded shares of First American Financial from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Truist Financial increased their price objective on First American Financial from $82.00 to $85.00 and gave the stock a “buy” rating in a research report on Friday, April 24th. Weiss Ratings reissued a “buy (b)” rating on shares of First American Financial in a report on Monday. Benchmark initiated coverage on shares of First American Financial in a research report on Tuesday. They set a “buy” rating and a $85.00 target price on the stock. Finally, Stephens reaffirmed an “overweight” rating and set a $84.00 price target on shares of First American Financial in a research note on Friday, June 12th. Seven equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $84.60.

Insider Buying and Selling at First American Financial

In other news, SVP Lisa W. Cornehl sold 5,823 shares of the company’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $68.63, for a total value of $399,632.49. Following the sale, the senior vice president owned 29,635 shares in the company, valued at approximately $2,033,850.05. This represents a 16.42% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 3.50% of the company’s stock.

First American Financial News Summary

Here are the key news stories impacting First American Financial this week:

• Positive Sentiment: First American Financial reported Q2 earnings of $2.08 per share, beating estimates of $1.80, while revenue came in at $2.11 billion versus expectations of $2.03 billion. The results were driven by commercial title strength, higher investment income, and improved average revenue per order. Article: First American Financial (FAF) Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Keefe, Bruyette & Woods raised its price target on First American Financial to $86 from $84 and reaffirmed an outperform rating, signaling confidence in further upside for FAF. Article: Benzinga report on price target increase
• Positive Sentiment: Benchmark Co. initiated coverage with a buy rating and a $85 price target, adding to the bullish analyst sentiment around the stock. Article: Benchmark initiates coverage on FAF
• Neutral Sentiment: Investors are also parsing Q2 earnings-call highlights and transcripts, which emphasized record commercial revenue and the company’s operating momentum, but did not add materially new information beyond the earnings release. Article: First American Financial Corp (FAF) Q2 2026 Earnings Call Highlights
• Neutral Sentiment: Some research notes on upcoming earnings estimates were published, but they appear to be routine analyst commentary rather than a major new driver for FAF shares. Article: What is Zacks Research’s Estimate for FAF Q1 Earnings?

First American Financial Profile

First American Financial Corporation is a leading provider of title insurance, settlement services and diversified real estate-related data and analytics. Headquartered in Santa Ana, California, the company serves customers throughout the United States as well as in Canada, Europe, Latin America and Asia. Its business is built on the underwriting capabilities of its title insurance operations combined with comprehensive closing and escrow services for homebuyers, sellers, mortgage lenders and real estate professionals.

The company’s title insurance segment issues policies that protect property owners and mortgage lenders against defects in titles, liens or encumbrances that can arise during real property transactions.