Research Analysts Set Expectations for FAF Q4 Earnings

Key Points

• Research analysts at Zacks Research reduced their Q4 2025 EPS estimate for First American Financial to $1.28, down from a previous forecast of $1.30.
• First American Financial's current full-year consensus earnings estimate stands at $5.35 per share, with various future earnings estimates provided for subsequent quarters.
• The company's stock has received a mix of ratings, with one hold, four buy ratings, and an average price target of $75.00, indicating a "Moderate Buy" status.

First American Financial Corporation (NYSE:FAF - Free Report) - Research analysts at Zacks Research decreased their Q4 2025 EPS estimates for shares of First American Financial in a research note issued on Tuesday, August 12th. Zacks Research analyst T. De now expects that the insurance provider will post earnings per share of $1.28 for the quarter, down from their previous forecast of $1.30. 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 Q2 2026 earnings at $1.72 EPS, Q3 2026 earnings at $1.66 EPS, Q4 2026 earnings at $1.75 EPS, Q1 2027 earnings at $0.91 EPS and Q2 2027 earnings at $1.76 EPS.

Several other brokerages also recently commented on FAF. Keefe, Bruyette & Woods raised their price objective on shares of First American Financial from $77.00 to $79.00 and gave the stock an "outperform" rating in a research report on Monday, July 28th. Wall Street Zen upgraded First American Financial from a "hold" rating to a "buy" rating in a report on Saturday. Finally, Barclays cut their target price on First American Financial from $72.00 to $70.00 and set an "equal weight" rating on the stock in a report on Tuesday, July 8th. One investment analyst has rated the stock with a hold rating and four have issued a buy rating to the company. According to data from MarketBeat, First American Financial currently has an average rating of "Moderate Buy" and a consensus price target of $75.00.

First American Financial Stock Up 2.2%

Shares of FAF stock opened at $64.44 on Wednesday. The company has a market cap of $6.56 billion, a price-to-earnings ratio of 35.60 and a beta of 1.24. First American Financial has a 52 week low of $53.09 and a 52 week high of $70.92. The firm has a 50 day moving average of $59.54 and a 200-day moving average of $61.00.

First American Financial (NYSE:FAF - Get Free Report) last announced its quarterly earnings data on Wednesday, July 23rd. The insurance provider reported $1.53 EPS for the quarter, topping the consensus estimate of $1.40 by $0.13. The company had revenue of $1.84 billion during the quarter, compared to the consensus estimate of $1.78 billion. First American Financial had a net margin of 2.90% and a return on equity of 10.41%. The company's quarterly revenue was up 14.2% on a year-over-year basis. During the same quarter last year, the firm posted $1.27 EPS.

First American Financial declared that its Board of Directors has authorized a stock repurchase plan on Wednesday, July 23rd that authorizes the company to buyback $300.00 million in outstanding shares. This buyback authorization authorizes the insurance provider to repurchase up to 5.1% of its stock through open market purchases. Stock buyback plans are generally an indication that the company's management believes its shares are undervalued.

Hedge Funds Weigh In On First American Financial

Large investors have recently modified their holdings of the company. Elevation Point Wealth Partners LLC bought a new position in First American Financial during the 2nd quarter valued at $35,000. Davis Asset Management L.P. bought a new position in First American Financial during the 2nd quarter valued at $17,702,000. Boston Partners lifted its stake in First American Financial by 20.0% during the 2nd quarter. Boston Partners now owns 5,632,945 shares of the insurance provider's stock valued at $345,971,000 after acquiring an additional 940,687 shares in the last quarter. Prudential Financial Inc. lifted its stake in First American Financial by 30.6% during the 2nd quarter. Prudential Financial Inc. now owns 199,269 shares of the insurance provider's stock valued at $12,910,000 after acquiring an additional 46,674 shares in the last quarter. Finally, American Century Companies Inc. lifted its stake in First American Financial by 8.6% during the 2nd quarter. American Century Companies Inc. now owns 46,693 shares of the insurance provider's stock valued at $2,867,000 after acquiring an additional 3,687 shares in the last quarter. 89.05% of the stock is currently owned by institutional investors.

First American Financial Company Profile

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.

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