Zacks Research Issues Pessimistic Forecast for FAF Earnings

First American Financial Co. (NYSE:FAF) – Equities research analysts at Zacks Research reduced their Q1 2026 earnings per share estimates for shares of First American Financial in a report issued on Tuesday, March 18th. Zacks Research analyst T. De now forecasts that the insurance provider will post earnings of $1.11 per share for the quarter, down from their previous estimate of $1.18. The consensus estimate for First American Financial’s current full-year earnings is $5.35 per share.

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

A number of other analysts also recently issued reports on the company. Keefe, Bruyette & Woods lifted their target price on First American Financial from $74.00 to $75.00 and gave the company a “market perform” rating in a research report on Tuesday, February 18th. Stephens lifted their target price on shares of First American Financial from $73.00 to $78.00 and gave the stock an “overweight” rating in a report on Friday, February 14th.

First American Financial Stock Down 0.8 %

NYSE FAF opened at $64.90 on Friday. First American Financial has a 12-month low of $51.60 and a 12-month high of $70.92. The firm’s 50 day moving average is $63.34 and its 200-day moving average is $64.37. The company has a market capitalization of $6.67 billion, a PE ratio of 51.92 and a beta of 1.34.

First American Financial Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, March 17th. Investors of record on Monday, March 10th were paid a $0.54 dividend. This represents a $2.16 dividend on an annualized basis and a yield of 3.33%. The ex-dividend date of this dividend was Monday, March 10th. First American Financial’s dividend payout ratio (DPR) is presently 172.80%.

Insider Activity

In related news, CFO Mark Edward Seaton sold 12,679 shares of First American Financial stock in a transaction that occurred on Monday, February 24th. The shares were sold at an average price of $64.28, for a total transaction of $815,006.12. Following the sale, the chief financial officer now directly owns 195,812 shares in the company, valued at $12,586,795.36. This trade represents a 6.08 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Dennis J. Gilmore sold 111,971 shares of the stock in a transaction on Friday, February 14th. The shares were sold at an average price of $63.60, for a total value of $7,121,355.60. Following the completion of the sale, the director now owns 494,574 shares of the company’s stock, valued at $31,454,906.40. The trade was a 18.46 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 127,707 shares of company stock worth $8,136,565. 3.70% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On First American Financial

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. UMB Bank n.a. grew its holdings in First American Financial by 66.9% during the 4th quarter. UMB Bank n.a. now owns 524 shares of the insurance provider’s stock worth $33,000 after acquiring an additional 210 shares during the period. Jones Financial Companies Lllp increased its holdings in shares of 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 acquiring an additional 245 shares in the last quarter. GAMMA Investing LLC increased its stake in First American Financial by 34.9% during the 4th quarter. GAMMA Investing LLC now owns 1,071 shares of the insurance provider’s stock valued at $67,000 after purchasing an additional 277 shares in the last quarter. Sunbelt Securities Inc. bought a new stake in shares of First American Financial during the third quarter worth about $75,000. Finally, Parkside Financial Bank & Trust raised its stake in shares of First American Financial by 14.8% in the fourth quarter. Parkside Financial Bank & Trust now owns 1,340 shares of the insurance provider’s stock worth $84,000 after purchasing an additional 173 shares during the last quarter. 89.05% of the stock is owned by institutional investors and hedge funds.

First American Financial Company Profile

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.