Zacks Research Issues Positive Outlook for FAF Earnings

First American Financial Corporation (NYSE:FAF) – Stock analysts at Zacks Research raised their Q3 2026 EPS estimates for shares of First American Financial in a report issued on Thursday, August 27th. Zacks Research analyst Team now forecasts that the insurance provider will earn $1.85 per share for the quarter, up from their previous estimate of $1.83. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for First American Financial’s current full-year earnings is $7.11 per share. Zacks Research also issued estimates for First American Financial’s Q4 2026 earnings at $1.78 EPS, FY2026 earnings at $7.04 EPS, Q1 2027 earnings at $1.28 EPS, Q2 2027 earnings at $2.05 EPS, Q3 2027 earnings at $1.98 EPS, Q4 2027 earnings at $2.08 EPS, FY2027 earnings at $7.39 EPS and FY2028 earnings at $7.43 EPS.

A number of other research analysts also recently weighed in on FAF. Weiss Ratings reiterated a “buy (b)” rating on shares of First American Financial in a report on Monday, July 20th. Wall Street Zen downgraded First American Financial from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Stephens restated an “overweight” rating and set a $84.00 price objective on shares of First American Financial in a research report on Friday, June 12th. Benchmark assumed coverage on First American Financial in a research note on Tuesday, July 21st. They set a “buy” rating and a $85.00 target price on the stock. Finally, Barclays upped their target price on First American Financial from $80.00 to $83.00 and gave the company an “overweight” rating in a report on Tuesday, July 7th. Seven research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, First American Financial currently has a consensus rating of “Moderate Buy” and a consensus target price of $84.60.

First American Financial Stock Up 1.3%

Shares of NYSE:FAF opened at $74.62 on Friday. The company’s fifty day moving average is $71.92 and its two-hundred day moving average is $67.90. The company has a market cap of $7.62 billion, a P/E ratio of 10.34, a price-to-earnings-growth ratio of 0.68 and a beta of 1.22. First American Financial has a 12-month low of $56.20 and a 12-month high of $79.87.

First American Financial (NYSE:FAF) last posted its quarterly earnings data on Wednesday, July 22nd. The insurance provider reported $2.08 EPS for the quarter, topping analysts’ consensus estimates of $1.80 by $0.28. First American Financial had a net margin of 9.33% and a return on equity of 13.31%. The firm had revenue of $2.11 billion during the quarter, compared to analyst estimates of $2.03 billion. During the same quarter last year, the business posted $1.53 EPS. The company’s revenue was up 15.0% on a year-over-year basis.

Institutional Trading of First American Financial

Institutional investors have recently bought and sold shares of the company. BlackRock Inc. purchased a new position in First American Financial in the second quarter valued at about $643,570,000. California State Teachers Retirement System raised its stake in shares of First American Financial by 6,303.4% during the 2nd quarter. California State Teachers Retirement System now owns 7,712,808 shares of the insurance provider’s stock worth $529,022,000 after purchasing an additional 7,592,360 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of First American Financial by 4,485,375.2% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 5,786,263 shares of the insurance provider’s stock valued at $355,508,000 after buying an additional 5,786,134 shares during the last quarter. Davis Asset Management L.P. acquired a new stake in shares of First American Financial during the 2nd quarter valued at about $102,885,000. Finally, Norges Bank bought a new stake in shares of First American Financial in the 4th quarter valued at approximately $75,011,000. Institutional investors and hedge funds own 89.05% of the company’s stock.

Insider Activity

In other news, CAO Steven A. Adams sold 3,253 shares of the business’s stock in a transaction on Friday, July 24th. The shares were sold at an average price of $74.99, for a total transaction of $243,942.47. Following the transaction, the chief accounting officer directly owned 10,234 shares in the company, valued at $767,447.66. The trade was a 24.12% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 3.50% of the stock is owned by company insiders.

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.