Zacks Research Has Bullish Forecast for FAF Q1 Earnings

First American Financial Co. (NYSE:FAF) – Zacks Research lifted their Q1 2026 earnings estimates for First American Financial in a research report issued on Thursday, April 10th. Zacks Research analyst T. De now anticipates that the insurance provider will post earnings of $1.12 per share for the quarter, up from their previous forecast of $1.11. 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 $2.06 EPS and Q1 2027 earnings at $0.95 EPS.

Other equities analysts have also recently issued reports about the company. Stephens lifted their price target on First American Financial from $73.00 to $78.00 and gave the company an “overweight” rating in a research report on Friday, February 14th. Keefe, Bruyette & Woods upgraded First American Financial from a “market perform” rating to an “outperform” rating and set a $75.00 target price on the stock in a report on Tuesday, April 8th.

First American Financial Stock Performance

First American Financial stock opened at $60.71 on Monday. The company has a 50-day simple moving average of $63.54 and a 200-day simple moving average of $64.02. The firm has a market capitalization of $6.26 billion, a P/E ratio of 48.57 and a beta of 1.23. First American Financial has a one year low of $51.60 and a one year high of $70.92.

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

First American Financial Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, March 17th. Shareholders of record on Monday, March 10th were issued a dividend of $0.54 per share. This represents a $2.16 dividend on an annualized basis and a yield of 3.56%. The ex-dividend date was Monday, March 10th. First American Financial’s dividend payout ratio (DPR) is currently 172.80%.

Insider Activity at First American Financial

In related news, CFO Mark Edward Seaton sold 12,679 shares of the business’s stock in a transaction on Monday, February 24th. The stock was sold at an average price of $64.28, for a total value of $815,006.12. Following the completion of the sale, the chief financial officer now directly owns 195,812 shares in the company, valued at $12,586,795.36. The trade was a 6.08 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, SVP Lisa W. Cornehl sold 3,057 shares of the company’s 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 sale, the senior vice president now directly owns 23,825 shares of the company’s stock, valued at approximately $1,560,299.25. This trade represents a 11.37 % decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 127,707 shares of company stock worth $8,136,565. 3.70% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On First American Financial

A number of large investors have recently bought and sold shares of FAF. Parkside Financial Bank & Trust increased its holdings in shares of First American Financial by 14.8% during the fourth quarter. Parkside Financial Bank & Trust now owns 1,340 shares of the insurance provider’s stock valued at $84,000 after acquiring an additional 173 shares in the last quarter. CIBC Asset Management Inc increased its position in shares of First American Financial by 5.8% during the fourth quarter. CIBC Asset Management Inc now owns 3,247 shares of the insurance provider’s stock worth $203,000 after acquiring an additional 179 shares in the last quarter. UMB Bank n.a. raised its holdings in shares of First American Financial by 66.9% in 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 last quarter. Nomura Asset Management Co. Ltd. boosted its stake in First American Financial by 18.0% during the 4th quarter. Nomura Asset Management Co. Ltd. now owns 1,510 shares of the insurance provider’s stock valued at $94,000 after purchasing an additional 230 shares during the last quarter. Finally, The Manufacturers Life Insurance Company increased its holdings in First American Financial by 0.3% during the 4th quarter. The Manufacturers Life Insurance Company now owns 84,344 shares of the insurance provider’s stock worth $5,266,000 after purchasing an additional 230 shares in the last quarter. 89.05% of the stock is currently owned by institutional investors and hedge funds.

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.