First American Financial Corporation $FAF Shares Acquired by Intech Investment Management LLC

Intech Investment Management LLC increased its position in First American Financial Corporation (NYSE:FAF) by 607.7% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 89,859 shares of the insurance provider’s stock after purchasing an additional 77,162 shares during the period. Intech Investment Management LLC’s holdings in First American Financial were worth $5,521,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Bar Harbor Wealth Management grew its stake in First American Financial by 52.4% in the fourth quarter. Bar Harbor Wealth Management now owns 135,649 shares of the insurance provider’s stock worth $8,334,000 after purchasing an additional 46,639 shares in the last quarter. Allianz Asset Management GmbH grew its stake in First American Financial by 10.6% in the third quarter. Allianz Asset Management GmbH now owns 210,739 shares of the insurance provider’s stock worth $13,538,000 after purchasing an additional 20,188 shares in the last quarter. Channing Capital Management LLC grew its stake in First American Financial by 16.9% in the third quarter. Channing Capital Management LLC now owns 1,547,790 shares of the insurance provider’s stock worth $99,430,000 after purchasing an additional 224,277 shares in the last quarter. Dimensional Fund Advisors LP grew its stake in First American Financial by 4.1% in the third quarter. Dimensional Fund Advisors LP now owns 4,293,573 shares of the insurance provider’s stock worth $275,816,000 after purchasing an additional 168,706 shares in the last quarter. Finally, US Bancorp DE grew its stake in First American Financial by 656.0% in the third quarter. US Bancorp DE now owns 32,666 shares of the insurance provider’s stock worth $2,098,000 after purchasing an additional 28,345 shares in the last quarter. 89.05% of the stock is currently owned by institutional investors and hedge funds.

Key First American Financial News

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

• Positive Sentiment: Zacks Research lifted its estimates for First American Financial’s FY2026, Q1 2027, Q4 2026, Q2 2027, and FY2027 earnings, signaling stronger expected profitability ahead.
• Positive Sentiment: Dowling & Partners also projected FY2026, FY2027, and FY2028 earnings above or near current consensus, reinforcing a generally favorable outlook for First American Financial.
• Neutral Sentiment: Zacks Research lowered its Q1 2028 EPS estimate from $1.43 to $1.32, but the firm kept a Strong-Buy rating on the stock, so the revision is not a major bearish signal.
• Neutral Sentiment: The latest commentary is mostly analyst estimate changes rather than a new company announcement, so the near-term stock move appears driven by sentiment around future earnings rather than operational news.

Wall Street Analysts Forecast Growth

FAF has been the subject of a number of research reports. Barclays lifted their price target on First American Financial from $72.00 to $80.00 and gave the stock an “overweight” rating in a research note on Friday, April 24th. Wall Street Zen cut shares of First American Financial from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. Stephens raised their target price on shares of First American Financial from $81.00 to $84.00 and gave the stock an “overweight” rating in a report on Monday, April 27th. Weiss Ratings raised shares of First American Financial from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, April 22nd. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of First American Financial in a report on Friday, February 13th. One equities research analyst has rated the stock with a Strong Buy rating and six have issued a Buy rating to the company. According to data from MarketBeat, First American Financial currently has an average rating of “Buy” and a consensus price target of $82.50.

First American Financial Stock Down 0.2%

Shares of NYSE FAF opened at $66.10 on Monday. The firm’s 50-day moving average price is $64.95 and its two-hundred day moving average price is $64.55. First American Financial Corporation has a 52-week low of $53.09 and a 52-week high of $71.47. The stock has a market capitalization of $6.74 billion, a P/E ratio of 10.15, a P/E/G ratio of 0.64 and a beta of 1.24.

First American Financial (NYSE:FAF) last issued its earnings results on Wednesday, April 22nd. The insurance provider reported $1.33 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.06 by $0.27. First American Financial had a net margin of 8.73% and a return on equity of 12.58%. The firm had revenue of $1.85 billion for the quarter, compared to analysts’ expectations of $1.80 billion. During the same quarter last year, the company posted $0.84 earnings per share. First American Financial’s revenue was up 16.2% on a year-over-year basis. As a group, equities research analysts expect that First American Financial Corporation will post 6.81 earnings per share for the current year.

First American Financial Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Monday, June 8th will be issued a dividend of $0.55 per share. This represents a $2.20 dividend on an annualized basis and a dividend yield of 3.3%. The ex-dividend date of this dividend is Monday, June 8th. First American Financial’s payout ratio is 33.79%.

Insider Buying and Selling

In other news, Director Margaret M. Mccarthy sold 6,630 shares of First American Financial stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $70.59, for a total transaction of $468,011.70. Following the sale, the director owned 24,024 shares of the company’s stock, valued at approximately $1,695,854.16. The trade was a 21.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, SVP Lisa W. Cornehl sold 5,823 shares of First American Financial stock in a transaction that occurred on 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 directly owned 29,635 shares in the company, valued at approximately $2,033,850.05. This trade represents a 16.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 3.50% of the company’s stock.

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.