What is Zacks Research’s Forecast for FAF Q2 Earnings?

First American Financial Corporation (NYSE:FAF) – Equities researchers at Zacks Research cut their Q2 2026 earnings estimates for shares of First American Financial in a research note issued to investors on Wednesday, March 4th. Zacks Research analyst Team now anticipates that the insurance provider will post earnings of $1.79 per share for the quarter, down from their previous estimate of $1.80. 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 Q3 2026 earnings at $1.77 EPS, Q4 2026 earnings at $1.67 EPS, FY2027 earnings at $6.68 EPS and FY2028 earnings at $7.30 EPS.

Other equities analysts have also recently issued reports about the company. Keefe, Bruyette & Woods lifted their price objective on First American Financial from $79.00 to $81.00 and gave the stock an “outperform” rating in a report on Thursday, December 18th. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of First American Financial in a research report on Friday, February 13th. Barclays boosted their price objective on shares of First American Financial from $68.00 to $70.00 and gave the stock an “equal weight” rating in a research report on Friday, February 13th. Weiss Ratings reissued a “buy (b-)” rating on shares of First American Financial in a research note on Friday, December 26th. Finally, Wall Street Zen cut shares of First American Financial from a “buy” rating to a “hold” rating in a research report on Saturday, February 21st. Five analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $78.50.

First American Financial Trading Down 0.9%

Shares of First American Financial stock opened at $68.97 on Friday. The company has a 50-day moving average of $64.50 and a two-hundred day moving average of $64.07. The stock has a market cap of $7.03 billion, a PE ratio of 11.48, a price-to-earnings-growth ratio of 0.72 and a beta of 1.25. First American Financial has a 12-month low of $53.09 and a 12-month high of $71.47.

First American Financial (NYSE:FAF) last announced its quarterly earnings data on Wednesday, February 11th. The insurance provider reported $1.99 EPS for the quarter, beating the consensus estimate of $1.49 by $0.50. First American Financial had a net margin of 8.34% and a return on equity of 11.92%. The firm had revenue of $2 billion during the quarter, compared to analysts’ expectations of $1.80 billion. During the same quarter last year, the business earned $1.35 earnings per share. The business’s revenue for the quarter was up 21.6% compared to the same quarter last year.

Hedge Funds Weigh In On First American Financial

Institutional investors have recently modified their holdings of the company. V Square Quantitative Management LLC purchased a new position in shares of First American Financial during the fourth quarter valued at approximately $27,000. SJS Investment Consulting Inc. lifted its stake in shares of First American Financial by 2,887.5% during the 3rd quarter. SJS Investment Consulting Inc. now owns 478 shares of the insurance provider’s stock worth $31,000 after purchasing an additional 462 shares during the period. Global Retirement Partners LLC boosted its holdings in shares of First American Financial by 1,107.5% during the fourth quarter. Global Retirement Partners LLC now owns 483 shares of the insurance provider’s stock worth $30,000 after purchasing an additional 443 shares during the last quarter. Elevation Point Wealth Partners LLC acquired a new stake in shares of First American Financial during the second quarter worth $35,000. Finally, First Horizon Corp purchased a new stake in shares of First American Financial in the third quarter valued at $37,000. Institutional investors and hedge funds own 89.05% of the company’s stock.

Insider Transactions at First American Financial

In other news, Director Parker S. Kennedy purchased 44,841 shares of the firm’s stock in a transaction on Tuesday, February 17th. The shares were bought at an average cost of $67.85 per share, with a total value of $3,042,461.85. Following the purchase, the director directly owned 251,552 shares of the company’s stock, valued at approximately $17,067,803.20. This trade represents a 21.69% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 3.70% of the company’s stock.

First American Financial Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 9th will be paid a $0.55 dividend. The ex-dividend date of this dividend is Monday, March 9th. This represents a $2.20 annualized dividend and a yield of 3.2%. First American Financial’s payout ratio is presently 36.61%.

First American Financial Company Profile

First American Financial Corporation is a leading provider of title insurance, settlement services and diversified real estate-related data and analytics. Headquartered in Santa Ana, California, the company serves customers throughout the United States as well as in Canada, Europe, Latin America and Asia. Its business is built on the underwriting capabilities of its title insurance operations combined with comprehensive closing and escrow services for homebuyers, sellers, mortgage lenders and real estate professionals.

The company’s title insurance segment issues policies that protect property owners and mortgage lenders against defects in titles, liens or encumbrances that can arise during real property transactions.