First American Financial (FAF) to Release Earnings on Wednesday

Key Points

• First American Financial will report Q1 2026 results after the market close on Wednesday, April 22; analysts expect EPS of $1.02 and revenue of $1.7994 billion, with a conference call set for Thursday, April 23 at 11:00 AM ET.
• In the prior quarter FAF beat expectations with $1.99 EPS (vs. $1.49 estimate) and $2.0 billion in revenue (up 21.6% YoY), and analysts project about $5 EPS for the current fiscal year and $6 EPS for the next.
• The company pays a quarterly dividend of $0.55 (3.5% yield, ~36.6% payout ratio), Director Parker S. Kennedy recently purchased 44,841 shares (~$3.04M), institutional investors own ~89% of the stock, and analysts' average target is $79 (consensus "Buy").

First American Financial (NYSE:FAF - Get Free Report) is expected to release its Q1 2026 results after the market closes on Wednesday, April 22nd. Analysts expect First American Financial to post earnings of $1.02 per share and revenue of $1.7994 billion for the quarter. Interested persons can find conference call details on the company's upcoming Q1 2026 earning report page for the latest details on the call scheduled for Thursday, April 23, 2026 at 11:00 AM ET.

First American Financial (NYSE:FAF - Get Free Report) last announced its quarterly earnings results on Wednesday, February 11th. The insurance provider reported $1.99 EPS for the quarter, topping analysts' consensus estimates of $1.49 by $0.50. First American Financial had a return on equity of 11.92% and a net margin of 8.34%.The company had revenue of $2 billion during the quarter, compared to analyst estimates of $1.80 billion. During the same quarter last year, the firm posted $1.35 earnings per share. The firm's revenue was up 21.6% on a year-over-year basis. On average, analysts expect First American Financial to post $5 EPS for the current fiscal year and $6 EPS for the next fiscal year.

First American Financial Stock Up 0.8%

Shares of FAF stock opened at $63.42 on Wednesday. The stock has a fifty day moving average of $64.25 and a 200 day moving average of $63.22. First American Financial has a 52 week low of $53.09 and a 52 week high of $71.47. The firm has a market capitalization of $6.49 billion, a price-to-earnings ratio of 10.55, a PEG ratio of 0.65 and a beta of 1.28.

First American Financial Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Monday, March 9th were given a dividend of $0.55 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $2.20 annualized dividend and a yield of 3.5%. First American Financial's dividend payout ratio (DPR) is currently 36.61%.

Insider Buying and Selling at First American Financial

In related news, Director Parker S. Kennedy purchased 44,841 shares of First American Financial stock in a transaction dated Tuesday, February 17th. The stock was purchased at an average cost of $67.85 per share, for a total transaction of $3,042,461.85. Following the completion of the acquisition, the director directly owned 251,552 shares of the company's stock, valued at $17,067,803.20. The trade was a 21.69% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this hyperlink. 3.50% of the stock is owned by insiders.

Hedge Funds Weigh In On First American Financial

Several institutional investors and hedge funds have recently modified their holdings of FAF. Boston Partners increased its holdings in shares of First American Financial by 8.9% during the third quarter. Boston Partners now owns 6,133,594 shares of the insurance provider's stock valued at $393,690,000 after acquiring an additional 500,649 shares in the last quarter. AQR Capital Management LLC increased its holdings in First American Financial by 88.0% in the 4th quarter. AQR Capital Management LLC now owns 1,037,854 shares of the insurance provider's stock worth $63,766,000 after buying an additional 485,731 shares in the last quarter. First Trust Advisors LP increased its holdings in First American Financial by 150.4% in the 4th quarter. First Trust Advisors LP now owns 620,703 shares of the insurance provider's stock worth $38,136,000 after buying an additional 372,821 shares in the last quarter. Two Sigma Investments LP increased its holdings in First American Financial by 163.5% in the 3rd quarter. Two Sigma Investments LP now owns 467,823 shares of the insurance provider's stock worth $30,053,000 after buying an additional 290,310 shares in the last quarter. Finally, Focus Partners Wealth increased its holdings in First American Financial by 3,028.3% in the 4th quarter. Focus Partners Wealth now owns 239,974 shares of the insurance provider's stock worth $14,744,000 after buying an additional 232,303 shares in the last quarter. 89.05% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have commented on the company. Stephens raised First American Financial from an "equal weight" rating to an "overweight" rating and raised their price objective for the company from $70.00 to $81.00 in a research report on Monday, March 2nd. Deutsche Bank Aktiengesellschaft reissued a "buy" rating on shares of First American Financial in a research report on Friday, February 13th. Truist Financial raised their price objective on First American Financial from $76.00 to $82.00 and gave the company a "buy" rating in a research report on Tuesday, February 17th. Barclays raised First American Financial from an "equal weight" rating to an "overweight" rating and raised their price objective for the company from $70.00 to $72.00 in a research report on Monday, April 6th. Finally, Weiss Ratings reissued a "buy (b-)" rating on shares of First American Financial in a research report on Friday, December 26th. Six investment analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the stock currently has an average rating of "Buy" and an average target price of $79.00.

About First American Financial

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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