Jefferies Financial Group Inc. Takes $1.24 Million Position in First American Financial Corporation $FAF

Jefferies Financial Group Inc. acquired a new position in First American Financial Corporation (NYSE:FAF) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 18,093 shares of the insurance provider’s stock, valued at approximately $1,241,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Duncker Streett & Co. Inc. lifted its stake in First American Financial by 616.4% during the 1st 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 period. Global Retirement Partners LLC increased 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 period. Danske Bank A S purchased a new position in shares of First American Financial during the third quarter worth $45,000. IFP Advisors Inc raised its holdings in shares of First American Financial by 568.8% during the fourth quarter. IFP Advisors Inc now owns 749 shares of the insurance provider’s stock worth $46,000 after purchasing an additional 637 shares during the last quarter. Finally, Advisory Services Network LLC acquired a new position in First American Financial during the third quarter valued at $52,000. Institutional investors and hedge funds own 89.05% of the company’s stock.

First American Financial Stock Performance

Shares of First American Financial stock opened at $74.50 on Monday. The firm has a 50-day simple moving average of $72.03 and a two-hundred day simple moving average of $67.96. First American Financial Corporation has a fifty-two week low of $56.20 and a fifty-two week high of $79.87. The company has a market cap of $7.61 billion, a P/E ratio of 10.32, a price-to-earnings-growth ratio of 0.69 and a beta of 1.22.

First American Financial (NYSE:FAF) last posted its earnings results on Wednesday, July 22nd. The insurance provider reported $2.08 EPS for the quarter, beating analysts’ consensus estimates of $1.80 by $0.28. First American Financial had a return on equity of 13.31% and a net margin of 9.33%.The firm had revenue of $2.11 billion for the quarter, compared to analysts’ expectations of $2.03 billion. During the same period last year, the firm earned $1.53 EPS. The company’s quarterly revenue was up 15.0% on a year-over-year basis. Equities research analysts forecast that First American Financial Corporation will post 7.11 EPS for the current year.

Key Stories Impacting First American Financial

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

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $7.04 from $7.01, FY2027 EPS to $7.39 from $7.32, and FY2028 EPS to $7.43 from $7.35. The revisions suggest improving expectations for First American Financial’s earnings outlook. MarketBeat First American Financial research report
• Positive Sentiment: Quarterly estimates were also increased: Q3 2026 EPS rose to $1.85 from $1.83, Q4 2026 to $1.78 from $1.77, Q1 2027 to $1.28 from $1.27, Q2 2027 to $2.05 from $2.04, Q3 2027 to $1.98 from $1.95, and Q4 2027 to $2.08 from $2.06. While each adjustment was small, the consistency across periods is a constructive signal. MarketBeat First American Financial earnings estimates
• Positive Sentiment: A Zacks article highlighted FAF as a potential dividend stock, potentially reinforcing its appeal to income-oriented investors. The company’s valuation and shareholder-return profile may provide additional support if dividend sustainability remains attractive. Why First American Financial is a Top Dividend Stock
• Neutral Sentiment: Despite the higher forecasts, Zacks maintained its Hold recommendation. The current-year consensus EPS estimate remains $7.11, above Zacks’ $7.04 forecast, indicating that the upgrades have not yet produced a broadly bullish analyst view.

Analyst Ratings Changes

FAF has been the topic of several analyst reports. Benchmark started coverage on First American Financial in a research report on Tuesday, July 21st. They set a “buy” rating and a $85.00 price target on the stock. Barclays boosted their price objective on First American Financial from $80.00 to $83.00 and gave the company an “overweight” rating in a report on Tuesday, July 7th. Stephens reiterated an “overweight” rating and set a $84.00 price target on shares of First American Financial in a research report on Friday, June 12th. Weiss Ratings reissued a “buy (b)” rating on shares of First American Financial in a report on Monday, July 20th. Finally, Zacks Research lowered First American Financial from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, June 23rd. Seven research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, First American Financial currently has a consensus rating of “Moderate Buy” and a consensus price target of $84.60.

Insider Transactions at First American Financial

In other First American Financial news, CAO Steven A. Adams sold 3,253 shares of the stock in a transaction that occurred on Friday, July 24th. The stock was sold at an average price of $74.99, for a total transaction of $243,942.47. Following the transaction, the chief accounting officer owned 10,234 shares in the company, valued at approximately $767,447.66. This represents a 24.12% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 3.50% of the company’s stock.

First American Financial Company 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.