Susquehanna Fundamental Investments LLC Has $11.85 Million Stock Position in First American Financial Corporation $FAF

Key Points

• Susquehanna Fundamental Investments increased its First American Financial stake by 216.2% in the second quarter, reaching 172,767 shares valued at approximately $11.85 million. Institutional investors collectively own 89.05% of the company.
• First American Financial reported quarterly EPS of $2.08, beating the $1.80 consensus estimate, while revenue rose 15% year over year to $2.11 billion. Analysts expect full-year EPS of $7.11.
• Analysts maintain a broadly positive outlook, with seven Buy ratings and one Hold rating, producing a “Moderate Buy” consensus and an average price target of $84.60 versus the reported share price of $74.50.

Susquehanna Fundamental Investments LLC boosted its position in shares of First American Financial Corporation (NYSE:FAF - Free Report) by 216.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 172,767 shares of the insurance provider's stock after acquiring an additional 118,136 shares during the quarter. Susquehanna Fundamental Investments LLC owned 0.17% of First American Financial worth $11,850,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of FAF. Duncker Streett & Co. Inc. lifted its stake in shares of First American Financial by 616.4% during the 1st quarter. Duncker Streett & Co. Inc. now owns 437 shares of the insurance provider's stock worth $26,000 after buying an additional 376 shares during the last quarter. Global Retirement Partners LLC increased its stake 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 period. Danske Bank A S acquired a new stake in First American Financial during the 3rd quarter worth approximately $45,000. IFP Advisors Inc boosted its stake in First American Financial by 568.8% in the 4th quarter. IFP Advisors Inc now owns 749 shares of the insurance provider's stock valued at $46,000 after purchasing an additional 637 shares during the period. Finally, SHP Wealth Management bought a new stake in First American Financial in the 4th quarter valued at $51,000. Institutional investors own 89.05% of the company's stock.

First American Financial Stock Performance

Shares of NYSE FAF opened at $74.50 on Monday. First American Financial Corporation has a 52 week low of $56.20 and a 52 week high of $79.87. The stock has a market capitalization of $7.61 billion, a P/E ratio of 10.32, a PEG ratio of 0.69 and a beta of 1.22. The stock's fifty day moving average is $72.03 and its 200 day moving average is $67.96.

First American Financial (NYSE:FAF - Get Free Report) last posted its quarterly earnings data on Wednesday, July 22nd. The insurance provider reported $2.08 earnings per share for the quarter, topping the consensus estimate of $1.80 by $0.28. First American Financial had a net margin of 9.33% and a return on equity of 13.31%. The business had revenue of $2.11 billion during the quarter, compared to analysts' expectations of $2.03 billion. During the same quarter in the prior year, the business posted $1.53 earnings per share. First American Financial's revenue was up 15.0% compared to the same quarter last year. Equities research analysts forecast that First American Financial Corporation will post 7.11 earnings per share for the current year.

Insider Activity

In related news, CAO Steven A. Adams sold 3,253 shares of First American Financial stock in a transaction that occurred on Friday, July 24th. The shares were sold at an average price of $74.99, for a total value of $243,942.47. Following the transaction, the chief accounting officer directly owned 10,234 shares of the company's stock, valued at $767,447.66. This trade represents a 24.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Corporate insiders own 3.50% of the company's stock.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on FAF. Benchmark assumed coverage on First American Financial in a report on Tuesday, July 21st. They set a "buy" rating and a $85.00 target price for the company. Weiss Ratings reaffirmed a "buy (b)" rating on shares of First American Financial in a research report on Monday, July 20th. Stephens reiterated an "overweight" rating and issued a $84.00 price objective on shares of First American Financial in a research note on Friday, June 12th. Keefe, Bruyette & Woods boosted their price objective on shares of First American Financial from $84.00 to $86.00 and gave the company an "outperform" rating in a report on Friday, July 24th. Finally, Barclays increased their target price on shares of First American Financial from $80.00 to $83.00 and gave the stock an "overweight" rating in a research report on Tuesday, July 7th. Seven research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat, First American Financial has a consensus rating of "Moderate Buy" and a consensus price target of $84.60.

Trending Headlines about First American Financial

Here are the key news stories impacting First American Financial this week:

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $7.04 from $7.01, FY2027 EPS to $7.39 from $7.32, and FY2028 EPS to $7.43 from $7.35. The revisions suggest improving expectations for First American Financial’s earnings outlook. MarketBeat First American Financial research report
• Positive Sentiment: Quarterly estimates were also increased: Q3 2026 EPS rose to $1.85 from $1.83, Q4 2026 to $1.78 from $1.77, Q1 2027 to $1.28 from $1.27, Q2 2027 to $2.05 from $2.04, Q3 2027 to $1.98 from $1.95, and Q4 2027 to $2.08 from $2.06. While each adjustment was small, the consistency across periods is a constructive signal. MarketBeat First American Financial earnings estimates
• Positive Sentiment: A Zacks article highlighted FAF as a potential dividend stock, potentially reinforcing its appeal to income-oriented investors. The company’s valuation and shareholder-return profile may provide additional support if dividend sustainability remains attractive. Why First American Financial is a Top Dividend Stock
• Neutral Sentiment: Despite the higher forecasts, Zacks maintained its Hold recommendation. The current-year consensus EPS estimate remains $7.11, above Zacks’ $7.04 forecast, indicating that the upgrades have not yet produced a broadly bullish analyst view.

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.

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