Q1 EPS Forecast for First American Financial Cut by Analyst

First American Financial Co. (NYSE:FAF) – Equities research analysts at Zacks Research cut their Q1 2026 earnings per share estimates for shares of First American Financial in a report released on Tuesday, March 18th. Zacks Research analyst T. De now anticipates that the insurance provider will earn $1.11 per share for the quarter, down from their prior forecast 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 released its quarterly earnings results on Wednesday, February 12th. The insurance provider reported $1.35 EPS for the quarter, topping the consensus estimate of $1.13 by $0.22. First American Financial had a net margin of 2.14% and a return on equity of 9.35%.

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

First American Financial Price Performance

Shares of FAF stock opened at $65.40 on Friday. First American Financial has a 12-month low of $51.60 and a 12-month high of $70.92. The business has a 50 day simple moving average of $63.20 and a 200 day simple moving average of $64.36. The firm has a market capitalization of $6.72 billion, a price-to-earnings ratio of 52.32 and a beta of 1.34.

Institutional Trading of First American Financial

Hedge funds and other institutional investors have recently modified their holdings of the company. Bar Harbor Wealth Management raised its stake in shares of First American Financial by 43.6% during the 4th quarter. Bar Harbor Wealth Management now owns 96,627 shares of the insurance provider’s stock worth $6,033,000 after purchasing an additional 29,324 shares in the last quarter. Barclays PLC raised its position in First American Financial by 15.2% during the third quarter. Barclays PLC now owns 60,821 shares of the insurance provider’s stock valued at $4,016,000 after acquiring an additional 8,047 shares in the last quarter. JPMorgan Chase & Co. raised its position in First American Financial by 5.1% during the third quarter. JPMorgan Chase & Co. now owns 214,820 shares of the insurance provider’s stock valued at $14,180,000 after acquiring an additional 10,489 shares in the last quarter. Oak Thistle LLC bought a new stake in First American Financial in the fourth quarter worth approximately $1,476,000. Finally, Geode Capital Management LLC raised its holdings in shares of First American Financial by 0.8% during the 3rd quarter. Geode Capital Management LLC now owns 1,700,903 shares of the insurance provider’s stock valued at $112,306,000 after purchasing an additional 12,668 shares in the last quarter. 89.05% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, SVP Lisa W. Cornehl sold 3,057 shares of the stock in a transaction that occurred on Tuesday, February 25th. The shares were sold at an average price of $65.49, for a total value of $200,202.93. Following the completion of the sale, the senior vice president now directly owns 23,825 shares of the company’s stock, valued at $1,560,299.25. This represents a 11.37 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Dennis J. Gilmore sold 111,971 shares of the stock in a transaction that occurred on Friday, February 14th. The stock was 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 approximately $31,454,906.40. The trade was a 18.46 % decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 127,707 shares of company stock worth $8,136,565. Corporate insiders own 3.70% of the company’s stock.

First American Financial Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, March 17th. Shareholders of record on Monday, March 10th were issued a $0.54 dividend. This represents a $2.16 dividend on an annualized basis and a yield of 3.30%. The ex-dividend date was Monday, March 10th. 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.