Equities Analysts Issue Forecasts for FAF Q1 Earnings

First American Financial Corporation (NYSE:FAF) – Research analysts at Zacks Research lifted their Q1 2026 EPS estimates for shares of First American Financial in a report released on Thursday, March 19th. Zacks Research analyst Team now anticipates that the insurance provider will post earnings of $1.04 per share for the quarter, up from their previous forecast of $1.03. 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 Q3 2026 earnings at $1.78 EPS, Q4 2026 earnings at $1.74 EPS, FY2026 earnings at $6.34 EPS, Q4 2027 earnings at $1.93 EPS, FY2027 earnings at $6.75 EPS and FY2028 earnings at $7.42 EPS.

First American Financial (NYSE:FAF) last released its earnings results on Wednesday, February 11th. The insurance provider reported $1.99 EPS for the quarter, beating the consensus estimate of $1.49 by $0.50. The business had revenue of $2 billion during the quarter, compared to analyst estimates of $1.80 billion. First American Financial had a net margin of 8.34% and a return on equity of 11.92%. The business’s quarterly revenue was up 21.6% on a year-over-year basis. During the same period in the prior year, the business earned $1.35 earnings per share.

Several other research analysts have also recently commented on FAF. Truist Financial raised their target price on shares of First American Financial from $76.00 to $82.00 and gave the stock a “buy” rating in a report on Tuesday, February 17th. Keefe, Bruyette & Woods upped their price target on shares of First American Financial from $79.00 to $81.00 and gave the company an “outperform” rating in a research report on Thursday, December 18th. Stephens raised shares of First American Financial from an “equal weight” rating to an “overweight” rating and raised their price objective for the stock from $70.00 to $81.00 in a research note on Monday, March 2nd. Wall Street Zen raised shares of First American Financial from a “hold” rating to a “buy” rating in a research note on Saturday, March 7th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of First American Financial in a report on Friday, February 13th. Five 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, First American Financial currently has a consensus rating of “Moderate Buy” and a consensus target price of $78.50.

First American Financial Stock Down 9.0%

Shares of First American Financial stock opened at $58.22 on Friday. The stock’s fifty day moving average is $65.12 and its 200-day moving average is $64.01. The firm has a market capitalization of $5.93 billion, a PE ratio of 9.69, a price-to-earnings-growth ratio of 0.66 and a beta of 1.25. First American Financial has a 12-month low of $53.09 and a 12-month high of $71.47.

Hedge Funds Weigh In On First American Financial

Hedge funds have recently modified their holdings of the stock. V Square Quantitative Management LLC purchased a new position in First American Financial in the fourth quarter valued at about $27,000. Global Retirement Partners LLC grew its stake in shares of First American Financial by 1,107.5% in the 4th 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. SJS Investment Consulting Inc. increased its holdings in First American Financial by 2,887.5% in the third quarter. SJS Investment Consulting Inc. now owns 478 shares of the insurance provider’s stock worth $31,000 after buying an additional 462 shares during the last quarter. Elevation Point Wealth Partners LLC bought a new position in First American Financial during the second quarter valued at approximately $35,000. Finally, First Horizon Corp acquired a new stake in First American Financial in the third quarter valued at approximately $37,000. 89.05% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, Director Parker S. Kennedy bought 44,841 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was bought at an average price of $67.85 per share, for a total transaction of $3,042,461.85. Following the transaction, the director directly owned 251,552 shares in the company, valued at $17,067,803.20. This represents a 21.69% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 3.70% of the company’s stock.

First American Financial Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Monday, March 9th were given a dividend of $0.55 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $2.20 dividend on an annualized basis and a yield of 3.8%. First American Financial’s payout ratio is presently 36.61%.

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.