What is Zacks Research’s Estimate for FAF FY2026 Earnings?

First American Financial Corporation (NYSE:FAF) – Investment analysts at Zacks Research lifted their FY2026 earnings per share (EPS) estimates for shares of First American Financial in a report released on Wednesday, May 13th. Zacks Research analyst Team now anticipates that the insurance provider will post earnings per share of $6.70 for the year, up from their previous estimate of $6.36. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for First American Financial’s current full-year earnings is $6.72 per share. Zacks Research also issued estimates for First American Financial’s Q4 2026 earnings at $1.79 EPS, Q1 2027 earnings at $1.27 EPS, Q3 2027 earnings at $1.95 EPS, FY2027 earnings at $7.06 EPS, Q1 2028 earnings at $1.43 EPS and FY2028 earnings at $7.56 EPS.

A number of other equities research analysts have also recently commented on the stock. Weiss Ratings raised shares of First American Financial from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, April 22nd. Truist Financial boosted their target price on shares of First American Financial from $82.00 to $85.00 and gave the company a “buy” rating in a research note on Friday, April 24th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of First American Financial in a report on Friday, February 13th. Wall Street Zen cut shares of First American Financial from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. Finally, Stephens upped their price objective on shares of First American Financial from $81.00 to $84.00 and gave the stock an “overweight” rating in a research report on Monday, April 27th. One equities research analyst has rated the stock with a Strong Buy rating and six have given a Buy rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus price target of $82.50.

First American Financial Trading Up 0.1%

Shares of FAF stock opened at $66.89 on Friday. First American Financial has a twelve month low of $53.09 and a twelve month high of $71.47. The stock has a market cap of $6.82 billion, a P/E ratio of 10.28, a P/E/G ratio of 0.65 and a beta of 1.28. The stock has a 50 day moving average of $64.62 and a 200 day moving average of $64.14.

First American Financial (NYSE:FAF) last issued its quarterly earnings data on Wednesday, April 22nd. The insurance provider reported $1.33 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.06 by $0.27. The business had revenue of $1.85 billion during the quarter, compared to analysts’ expectations of $1.80 billion. First American Financial had a return on equity of 12.58% and a net margin of 8.73%.The company’s revenue for the quarter was up 16.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.84 EPS.

Institutional Investors Weigh In On First American Financial

Several institutional investors have recently bought and sold shares of the company. Duncker Streett & Co. Inc. raised its holdings in shares of First American Financial by 616.4% during the first quarter. Duncker Streett & Co. Inc. now owns 437 shares of the insurance provider’s stock valued at $26,000 after acquiring an additional 376 shares during the last quarter. V Square Quantitative Management LLC purchased a new position in shares of First American Financial in the fourth quarter valued at approximately $27,000. Global Retirement Partners LLC boosted its stake in shares of 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 worth $30,000 after acquiring an additional 443 shares during the last quarter. First Horizon Corp purchased a new stake in shares of First American Financial during the third quarter worth approximately $37,000. Finally, Danske Bank A S purchased a new stake in shares of First American Financial during the third quarter worth approximately $45,000. 89.05% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, SVP Lisa W. Cornehl sold 5,823 shares of the business’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $68.63, for a total transaction of $399,632.49. Following the completion of the sale, the senior vice president owned 29,635 shares of the company’s stock, valued at $2,033,850.05. The trade was a 16.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Margaret M. Mccarthy sold 6,630 shares of the company’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $70.59, for a total transaction of $468,011.70. Following the transaction, the director owned 24,024 shares of the company’s stock, valued at approximately $1,695,854.16. This trade represents a 21.63% decrease in their position. The disclosure for this sale is available in the SEC filing. 3.50% of the stock is currently owned by company insiders.

First American Financial Announces Dividend

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

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.