Zacks Research Has Positive Outlook of FAF FY2026 Earnings

First American Financial Co. (NYSE:FAF) – Research analysts at Zacks Research lifted their FY2026 EPS estimates for shares of First American Financial in a research note issued 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 prior estimate 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 equities research analysts have also recently issued reports about the company. Stephens boosted their price objective on First American Financial from $73.00 to $78.00 and gave the stock an “overweight” rating in a research note on Friday, February 14th. Keefe, Bruyette & Woods lifted their price objective on shares of First American Financial from $74.00 to $75.00 and gave the company a “market perform” rating in a report on Tuesday, February 18th. Two investment analysts have rated the stock with a hold rating and two have issued a buy rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $74.50.

First American Financial Trading Up 1.6 %

Shares of FAF stock opened at $64.50 on Thursday. The stock has a market capitalization of $6.63 billion, a price-to-earnings ratio of 51.60 and a beta of 1.34. First American Financial has a 12-month low of $51.60 and a 12-month high of $70.92. The stock’s 50-day moving average price is $62.69 and its 200-day moving average price is $64.29.

First American Financial (NYSE:FAF) last issued its earnings results on Wednesday, February 12th. The insurance provider reported $1.35 earnings per share for the quarter, topping analysts’ consensus estimates of $1.13 by $0.22. First American Financial had a net margin of 2.14% and a return on equity of 9.35%.

First American Financial Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, March 17th. Investors of record on Monday, March 10th will be issued a dividend of $0.54 per share. This represents a $2.16 annualized dividend and a yield of 3.35%. The ex-dividend date is Monday, March 10th. First American Financial’s dividend payout ratio (DPR) is 172.80%.

Insider Buying and Selling at First American Financial

In related news, SVP Lisa W. Cornehl sold 3,057 shares of the company’s stock in a transaction dated Tuesday, February 25th. The shares were sold at an average price of $65.49, for a total transaction of $200,202.93. Following the completion of the transaction, the senior vice president now owns 23,825 shares in the company, valued at $1,560,299.25. This represents a 11.37 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Dennis J. Gilmore sold 111,971 shares of the firm’s stock in a transaction dated Friday, February 14th. The shares were sold at an average price of $63.60, for a total transaction of $7,121,355.60. Following the completion of the transaction, the director now directly owns 494,574 shares in the company, valued at $31,454,906.40. This represents a 18.46 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 127,707 shares of company stock valued at $8,136,565. 3.70% of the stock is owned by company insiders.

Hedge Funds Weigh In On First American Financial

A number of hedge funds have recently made changes to their positions in FAF. Bar Harbor Wealth Management raised its stake in First American Financial by 43.6% in the 4th quarter. Bar Harbor Wealth Management now owns 96,627 shares of the insurance provider’s stock valued at $6,033,000 after purchasing an additional 29,324 shares during the last quarter. Barclays PLC raised its position in shares of First American Financial by 15.2% in the third quarter. Barclays PLC now owns 60,821 shares of the insurance provider’s stock valued at $4,016,000 after buying an additional 8,047 shares during the last quarter. JPMorgan Chase & Co. lifted its stake in shares of First American Financial by 5.1% in the third quarter. JPMorgan Chase & Co. now owns 214,820 shares of the insurance provider’s stock worth $14,180,000 after buying an additional 10,489 shares in the last quarter. Oak Thistle LLC acquired a new position in First American Financial during the fourth quarter worth about $1,476,000. Finally, Geode Capital Management LLC grew its stake in First American Financial by 0.8% during the 3rd quarter. Geode Capital Management LLC now owns 1,700,903 shares of the insurance provider’s stock valued at $112,306,000 after acquiring an additional 12,668 shares in the last quarter. Institutional investors and hedge funds own 89.05% of the company’s stock.

About First American Financial

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.