Zacks Research Has Bullish Forecast for FAF FY2026 Earnings

First American Financial Co. (NYSE:FAF) – Analysts at Zacks Research increased their FY2026 earnings per share estimates for shares of First American Financial in a report released on Wednesday, March 5th. Zacks Research analyst T. De now anticipates that the insurance provider will earn $5.63 per share for the year, up from their previous 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 research analysts also recently issued reports about the company. Keefe, Bruyette & Woods upped their price objective on First American Financial from $74.00 to $75.00 and gave the stock a “market perform” rating in a research note on Tuesday, February 18th. Stephens upped 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. Two investment analysts have rated the stock with a hold rating and two have assigned a buy rating to the stock. According to MarketBeat, First American Financial currently has a consensus rating of “Moderate Buy” and a consensus target price of $74.50.

First American Financial Trading Down 0.2 %

FAF stock opened at $63.87 on Thursday. The firm has a market cap of $6.57 billion, a P/E ratio of 51.10 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 simple moving average is $62.72 and its 200 day simple moving average is $64.29.

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

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of FAF. UMB Bank n.a. grew its stake in shares of First American Financial by 66.9% in the fourth quarter. UMB Bank n.a. now owns 524 shares of the insurance provider’s stock worth $33,000 after purchasing an additional 210 shares in the last quarter. Venturi Wealth Management LLC boosted its stake in First American Financial by 132.3% during the third quarter. Venturi Wealth Management LLC now owns 625 shares of the insurance provider’s stock valued at $41,000 after buying an additional 356 shares in the last quarter. Jones Financial Companies Lllp boosted its stake in First American Financial by 57.6% during the fourth quarter. Jones Financial Companies Lllp now owns 670 shares of the insurance provider’s stock valued at $42,000 after buying an additional 245 shares in the last quarter. GAMMA Investing LLC boosted its stake in First American Financial by 34.9% during the fourth quarter. GAMMA Investing LLC now owns 1,071 shares of the insurance provider’s stock valued at $67,000 after buying an additional 277 shares in the last quarter. Finally, Sunbelt Securities Inc. bought a new position in First American Financial during the third quarter valued at about $75,000. Institutional investors own 89.05% of the company’s stock.

Insider Transactions at First American Financial

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

First American Financial Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 17th. Stockholders of record on Monday, March 10th will be paid a $0.54 dividend. The ex-dividend date of this dividend is Monday, March 10th. This represents a $2.16 annualized dividend and a dividend yield of 3.38%. First American Financial’s payout ratio is 172.80%.

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.