Susquehanna Fundamental Investments LLC Buys 118,136 Shares of First American Financial Corporation $FAF

Susquehanna Fundamental Investments LLC grew its stake in First American Financial Corporation (NYSE:FAF) by 216.2% during the second quarter, HoldingsChannel reports. The firm owned 172,767 shares of the insurance provider’s stock after buying an additional 118,136 shares during the quarter. Susquehanna Fundamental Investments LLC’s holdings in First American Financial were worth $11,850,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Duncker Streett & Co. Inc. increased its position in First American Financial by 616.4% during the 1st quarter. Duncker Streett & Co. Inc. now owns 437 shares of the insurance provider’s stock worth $26,000 after purchasing an additional 376 shares in the last quarter. Global Retirement Partners LLC boosted its position in First American Financial by 1,107.5% in the fourth quarter. Global Retirement Partners LLC now owns 483 shares of the insurance provider’s stock valued at $30,000 after buying an additional 443 shares in the last quarter. Danske Bank A S acquired a new stake in First American Financial in the third quarter valued at approximately $45,000. IFP Advisors Inc grew its stake in shares of First American Financial by 568.8% during the fourth quarter. IFP Advisors Inc now owns 749 shares of the insurance provider’s stock worth $46,000 after buying an additional 637 shares during the last quarter. Finally, SHP Wealth Management bought a new stake in shares of First American Financial during the fourth quarter worth $51,000. 89.05% of the stock is owned by institutional investors.

Analyst Ratings Changes

FAF has been the subject of a number of research reports. Barclays increased their price target on First American Financial from $80.00 to $83.00 and gave the company an “overweight” rating in a research note on Tuesday, July 7th. Keefe, Bruyette & Woods boosted their price objective on First American Financial from $84.00 to $86.00 and gave the stock an “outperform” rating in a research report on Friday, July 24th. Benchmark initiated coverage on First American Financial in a report on Tuesday, July 21st. They issued a “buy” rating and a $85.00 target price for the company. Weiss Ratings reiterated a “buy (b)” rating on shares of First American Financial in a research report on Monday, July 20th. Finally, Stephens reissued 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 research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $84.60.

More First American Financial News

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

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $7.04 from $7.01, FY2027 EPS to $7.39 from $7.32, and FY2028 EPS to $7.43 from $7.35. The revisions suggest improving expectations for First American Financial’s earnings outlook. MarketBeat First American Financial research report
• Positive Sentiment: Quarterly estimates were also increased: Q3 2026 EPS rose to $1.85 from $1.83, Q4 2026 to $1.78 from $1.77, Q1 2027 to $1.28 from $1.27, Q2 2027 to $2.05 from $2.04, Q3 2027 to $1.98 from $1.95, and Q4 2027 to $2.08 from $2.06. While each adjustment was small, the consistency across periods is a constructive signal. MarketBeat First American Financial earnings estimates
• Positive Sentiment: A Zacks article highlighted FAF as a potential dividend stock, potentially reinforcing its appeal to income-oriented investors. The company’s valuation and shareholder-return profile may provide additional support if dividend sustainability remains attractive. Why First American Financial is a Top Dividend Stock
• Neutral Sentiment: Despite the higher forecasts, Zacks maintained its Hold recommendation. The current-year consensus EPS estimate remains $7.11, above Zacks’ $7.04 forecast, indicating that the upgrades have not yet produced a broadly bullish analyst view.

First American Financial Stock Performance

Shares of NYSE FAF opened at $74.50 on Monday. First American Financial Corporation has a 52-week low of $56.20 and a 52-week high of $79.87. The firm has a 50 day moving average price of $72.03 and a two-hundred day moving average price of $67.96. The stock has a market cap of $7.61 billion, a P/E ratio of 10.32, a price-to-earnings-growth ratio of 0.69 and a beta of 1.22.

First American Financial (NYSE:FAF) last released its quarterly earnings results on Wednesday, July 22nd. The insurance provider reported $2.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.80 by $0.28. The firm had revenue of $2.11 billion during the quarter, compared to the consensus estimate of $2.03 billion. First American Financial had a net margin of 9.33% and a return on equity of 13.31%. The company’s revenue for the quarter was up 15.0% on a year-over-year basis. During the same quarter last year, the firm earned $1.53 earnings per share. Analysts predict that First American Financial Corporation will post 7.11 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, CAO Steven A. Adams sold 3,253 shares of the firm’s stock in a transaction on Friday, July 24th. The stock was sold at an average price of $74.99, for a total transaction of $243,942.47. Following the completion of the transaction, the chief accounting officer directly owned 10,234 shares of the company’s stock, valued at $767,447.66. This trade represents a 24.12% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 3.50% of the stock is owned by insiders.

About First American Financial

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.