Zacks Research Analysts Decrease Earnings Estimates for FAF

First American Financial Co. (NYSE:FAF) – Investment analysts at Zacks Research lowered their Q1 2025 earnings per share (EPS) estimates for First American Financial in a note issued to investors on Tuesday, April 8th. Zacks Research analyst T. De now expects that the insurance provider will post earnings per share of $0.67 for the quarter, down from their prior estimate of $0.69. 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 Q2 2025 earnings at $1.44 EPS, Q3 2025 earnings at $1.52 EPS, Q4 2025 earnings at $1.36 EPS, Q3 2026 earnings at $1.10 EPS, Q4 2026 earnings at $2.07 EPS, FY2026 earnings at $6.14 EPS and Q1 2027 earnings at $0.94 EPS.

First American Financial (NYSE:FAF) last issued its quarterly earnings data on Wednesday, February 12th. The insurance provider reported $1.35 earnings per share (EPS) for the quarter, beating 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 research firms also recently weighed in on FAF. Keefe, Bruyette & Woods upgraded First American Financial from a “market perform” rating to an “outperform” rating and set a $75.00 price objective for the company in a report on Tuesday. Stephens increased their price target on First American Financial from $73.00 to $78.00 and gave the company an “overweight” rating in a research note on Friday, February 14th.

First American Financial Stock Performance

FAF stock opened at $59.37 on Thursday. The company has a market capitalization of $6.12 billion, a P/E ratio of 47.50 and a beta of 1.23. The company has a fifty day moving average price of $63.67 and a 200-day moving average price of $64.09. First American Financial has a 52-week low of $51.60 and a 52-week high of $70.92.

First American Financial Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, March 17th. Investors of record on Monday, March 10th were paid a dividend of $0.54 per share. This represents a $2.16 dividend on an annualized basis and a yield of 3.64%. The ex-dividend date of this dividend was Monday, March 10th. First American Financial’s dividend payout ratio is presently 172.80%.

Insider Buying and Selling

In other First American Financial news, SVP Lisa W. Cornehl sold 3,057 shares of the stock in a transaction that occurred on Tuesday, February 25th. The stock was sold at an average price of $65.49, for a total transaction of $200,202.93. Following the transaction, the senior vice president now directly owns 23,825 shares in the company, valued at approximately $1,560,299.25. This represents a 11.37 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Dennis J. Gilmore sold 111,971 shares of First American Financial stock in a transaction on Friday, February 14th. The shares were sold at an average price of $63.60, for a total transaction 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. This represents a 18.46 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 127,707 shares of company stock valued at $8,136,565 over the last quarter. Insiders own 3.70% of the company’s stock.

Institutional Trading of First American Financial

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its holdings in shares of First American Financial by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 10,625,017 shares of the insurance provider’s stock worth $663,426,000 after purchasing an additional 107,925 shares in the last quarter. FMR LLC lifted its stake in shares of First American Financial by 20.8% in the fourth quarter. FMR LLC now owns 6,046,743 shares of the insurance provider’s stock valued at $377,559,000 after buying an additional 1,042,145 shares in the last quarter. Ariel Investments LLC lifted its stake in shares of First American Financial by 9.9% in the fourth quarter. Ariel Investments LLC now owns 3,993,155 shares of the insurance provider’s stock valued at $249,333,000 after buying an additional 359,777 shares in the last quarter. Dimensional Fund Advisors LP grew its holdings in shares of First American Financial by 3.4% during the fourth quarter. Dimensional Fund Advisors LP now owns 3,963,516 shares of the insurance provider’s stock valued at $247,481,000 after buying an additional 129,863 shares during the last quarter. Finally, Victory Capital Management Inc. raised its holdings in shares of First American Financial by 3.1% in the 4th quarter. Victory Capital Management Inc. now owns 2,573,788 shares of the insurance provider’s stock worth $160,707,000 after acquiring an additional 78,022 shares during the last quarter. 89.05% of the stock is owned by institutional investors.

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.