Zacks Research Has Bullish Estimate for FAF FY2025 Earnings

First American Financial Corporation (NYSE:FAF) – Equities researchers at Zacks Research increased their FY2025 earnings per share estimates for shares of First American Financial in a report released on Wednesday, November 12th. Zacks Research analyst Team now expects that the insurance provider will earn $5.37 per share for the year, up from their previous forecast of $5.08. 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 2025 earnings at $1.30 EPS, Q1 2026 earnings at $1.03 EPS, Q2 2026 earnings at $1.80 EPS, Q4 2026 earnings at $1.64 EPS and Q1 2027 earnings at $0.83 EPS.

Several other equities research analysts have also recently issued reports on FAF. Weiss Ratings upgraded First American Financial from a “hold (c+)” rating to a “buy (b)” rating in a report on Saturday, October 25th. Truist Financial increased their price objective on First American Financial from $73.00 to $76.00 and gave the company a “buy” rating in a research note on Thursday, October 23rd. Keefe, Bruyette & Woods upped their target price on shares of First American Financial from $77.00 to $79.00 and gave the stock an “outperform” rating in a report on Monday, July 28th. Barclays upped their price objective on shares of First American Financial from $70.00 to $71.00 and gave the company a “cautious” rating in a research note on Monday, October 6th. Finally, Wall Street Zen raised shares of First American Financial from a “hold” rating to a “buy” rating in a research note on Sunday, October 26th. Four equities research analysts have rated the stock with a Buy rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $76.00.

First American Financial Stock Up 0.1%

Shares of NYSE FAF opened at $63.90 on Friday. The firm has a market cap of $6.51 billion, a price-to-earnings ratio of 13.74 and a beta of 1.24. The company’s 50-day simple moving average is $63.43 and its 200-day simple moving average is $61.43. First American Financial has a 52-week low of $53.09 and a 52-week high of $70.92.

First American Financial (NYSE:FAF) last released its quarterly earnings results on Thursday, October 23rd. The insurance provider reported $1.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.42 by $0.28. The firm had revenue of $1.95 billion for the quarter, compared to analysts’ expectations of $1.87 billion. First American Financial had a net margin of 6.80% and a return on equity of 11.01%. The firm’s revenue for the quarter was up 40.7% compared to the same quarter last year. During the same quarter last year, the company earned $1.34 EPS.

First American Financial Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, December 15th. Stockholders of record on Monday, December 8th will be paid a $0.55 dividend. The ex-dividend date of this dividend is Monday, December 8th. This represents a $2.20 annualized dividend and a dividend yield of 3.4%. First American Financial’s dividend payout ratio is 47.31%.

First American Financial declared that its Board of Directors has approved a stock repurchase program on Wednesday, July 23rd that authorizes the company to repurchase $300.00 million in outstanding shares. This repurchase authorization authorizes the insurance provider to repurchase up to 5.1% of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s board believes its stock is undervalued.

Institutional Trading of First American Financial

Several institutional investors have recently made changes to their positions in FAF. SJS Investment Consulting Inc. grew its position 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 acquiring an additional 462 shares during the period. Elevation Point Wealth Partners LLC acquired a new stake in shares of First American Financial during the 2nd quarter worth about $35,000. Atlantic Union Bankshares Corp purchased a new stake in First American Financial in the 2nd quarter valued at about $36,000. First Horizon Corp acquired a new position in First American Financial in the third quarter valued at about $37,000. Finally, Tripletail Wealth Management LLC acquired a new stake in shares of First American Financial during the third quarter valued at about $41,000. Hedge funds and other institutional investors 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.