First American Financial (NYSE:FAF) Cut to Hold at Wall Street Zen
Wall Street Zen downgraded First American Financial (FAF) from "buy" to "hold" despite the company beating Q4 earnings and revenue expectations. The article notes a consensus "Moderate Buy" rating from other analysts with an average price target of $77.67. Additionally, a director recently made a significant insider purchase of 44,841 shares, increasing his stake in the company.
First American Financial director buys $4m in FAF stock
Parker S. Kennedy, a director at First American Financial Corp (NYSE:FAF), recently acquired 59,841 shares of company stock for a total of $4,050,101. These purchases, made on February 13 and February 17, 2026, increased his direct holdings and come after the company reported strong fourth-quarter 2025 results. InvestingPro data suggests the stock is undervalued, boasting a "GREAT" financial health score.
Hedge Fund and Insider Trading News: Michael Burry, Steve Cohen, Seth Klarman, Renaissance Technologies, Duquesne Capital, Eisler Capital, First American Financial Corp (FAF), Microsoft Corp (MSFT), and More
This article compiles recent hedge fund and insider trading news, featuring prominent investors like Michael Burry, Steve Cohen, Seth Klarman, and firms such as Renaissance Technologies and Duquesne Capital. Key updates include discussions on Palantir's stock, Steve Cohen's significant earnings, hedge funds' preferred "Magnificent 7" stocks, and notable insider activity in companies like First American Financial Corp (FAF) and Microsoft Corp (MSFT). The article also highlights an Insider Monkey report on a promising, undervalued AI stock.
Flat home prices and Western drops bring gradual relief for buyers
First American Data & Analytics' January 2026 Home Price Index report indicates that U.S. home price appreciation remained subdued, with a 0.2% month-over-month dip and a 0.4% year-over-year increase, staying below 1% for the sixth consecutive month. This stability, combined with rising household incomes, is gradually improving affordability for buyers. While Midwestern and Northeastern markets showed strong appreciation, Western markets like Oakland, Denver, and Seattle experienced annual price declines.
First National Bank of Omaha Purchases Shares of 45,019 First American Financial Corporation $FAF
First National Bank of Omaha has acquired 45,019 shares of First American Financial Corporation (FAF), valued at approximately $2.89 million, becoming a new institutional investor in the company. Other institutional investors have also adjusted their holdings, with hedge funds and institutional investors collectively owning 89.05% of the company's stock. The article highlights recent analyst upgrades and a director's significant share purchase, indicating positive sentiment and management confidence, despite a recent intraday price dip.
Heartland Advisors Inc. Decreases Stake in First American Financial Corporation $FAF
Heartland Advisors Inc. significantly reduced its stake in First American Financial Corporation (FAF) by 74.5% during the third quarter, selling over 105,000 shares. Despite this, other institutional investors increased their holdings, and overall institutional ownership remains high at 89.05%. The company reported strong quarterly earnings, beating analyst expectations, and announced a quarterly dividend, while Wall Street analysts maintain a "Moderate Buy" rating with an average target price of $77.67.
The 5 Most Interesting Analyst Questions From First American Financial's Q4 Earnings Call
First American Financial (FAF) reported strong Q4 results, driven by its commercial segment and technological advancements, including a 35% revenue increase in commercial business. Despite residential market headwinds, the company's focus on automation via Endpoint and Sequoia AI promises future efficiency gains and margin improvements. Analysts questioned the sustainability of commercial outperformance, the impact of new AI platforms on margins, market share growth drivers, and capital allocation, with management expressing optimism for continued growth and technological benefits.
First American Financial Corp. Reports Strong Financial Performance Amid Valuation Adjustment
First American Financial Corp. has shown strong financial performance for the quarter ending June 2025, with notable operating cash flow, net sales, and net profit. The company's valuation has been adjusted from "expensive" to "fair," though its quality grade is now categorized as "average" based on long-term metrics. Key financial figures include an operating cash flow of USD 870.5 million, net sales of USD 1,841.3 million, and an EPS of USD 1.41.
First American Financial Corporation (NYSE:FAF) Q4 2025 earnings call transcript
This article provides the Q4 2025 earnings call transcript for First American Financial Corporation (NYSE:FAF). It details the company's financial performance and discussions held during the earnings call. The transcript offers insights into the company's fiscal year 2025 results and future outlook.
First American Financial Corporation (NYSE:FAF) Sees Significant Growth in Short Interest
First American Financial Corporation (NYSE:FAF) experienced a significant 21.8% increase in short interest in January, reaching 3,231,362 shares, which represents about 3.3% of its shares sold short. Despite the rising short interest, institutional investors like Boston Partners and Northwestern Mutual considerably increased their stakes, leading to hedge funds and institutions owning approximately 89.05% of the stock. The company also reported strong Q4 earnings, beating estimates with $1.99 EPS on $2.0 billion revenue, and maintains a "Moderate Buy" consensus rating from analysts with an average target price of $75.67.
First American Financial’s Stock Faces A Confidence Test As Housing Crosswinds Build
First American Financial's stock has recently underperformed, reflecting investor caution despite Wall Street's generally positive ratings. The company, which relies heavily on real estate transactions, is in a "wait and see" mode as investors seek clearer signs of a housing market recovery and effective execution of its digital efficiency strategy. Its future performance is tied to interest rates, housing supply, and its ability to streamline operations amid continued market uncertainty.
Caprock Group LLC Takes Position in First American Financial Corporation $FAF
Caprock Group LLC has acquired a new stake of 18,814 shares, valued at approximately $1.24 million, in First American Financial Corporation (NYSE:FAF) during the third quarter. Institutional investors and hedge funds now own about 89.05% of the company's stock. The company exceeded earnings expectations, reporting an EPS of $1.99 against a consensus of $1.49, with revenue showing a 21.6% year-over-year increase.
First American Financial (NYSE:FAF) Offers a High-Growth Momentum and Technical Breakout Setup
First American Financial (NYSE:FAF) shows a strong high-growth momentum and technical breakout setup according to a multi-factor screening method. The company exhibits solid earnings and sales growth, positive estimate changes, and speeding trends, earning a ChartMill High Growth Momentum Rating of 6. This is complemented by a healthy technical profile and a consolidation pattern, suggesting a potential breakout opportunity for investors.
First American Financial Corporation's (NYSE:FAF) Low P/E No Reason For Excitement
First American Financial Corporation (NYSE:FAF) has a low P/E ratio of 10.8x compared to the US market average of 20x, which might seem attractive. However, this low P/E is likely due to analyst forecasts predicting a 4.8% slump in EPS for the coming year, while the broader market is expected to grow by 16%. Despite impressive past earnings growth, the company's anticipated decline in profitability suggests its current low P/E is justified and unlikely to lead to a significant rise in share price.
FAF Q4 Deep Dive: Commercial Strength and New Technology Drive Outperformance
First American Financial (FAF) reported Q4 CY2025 results that exceeded revenue expectations, driven by strong performance in its commercial segment and advancements in new technology like its AI-powered escrow platform, Endpoint. While residential markets faced headwinds, the company anticipates continued commercial momentum and gradual improvement in residential segments, with technology investments expected to drive future efficiency and margin improvement. Management plans to expand its AI platforms to further enhance productivity and customer experience, despite acknowledging potential regulatory risks.
First American Financial Q4 Earnings Call Highlights
First American Financial reported a "strong" fourth quarter, with adjusted EPS up 47% to $1.99, primarily driven by robust commercial title activity. Despite a weak residential purchase market, refinance revenue increased significantly, though it still represents a small portion of direct revenue. The company is actively rolling out technology initiatives like Endpoint and Sequoia AI to enhance productivity and expects record commercial revenue in 2026, with a residential purchase recovery anticipated later in the year.
First American (FAF) Q4 2025 Earnings Transcript
First American Financial (FAF) reported strong Q4 2025 earnings with a 47% increase in adjusted EPS and a 14% rise in title segment revenue, largely driven by a 35% jump in commercial revenue. The company is advancing its technology initiatives, including the rollout of AI-powered platforms like Endpoint and Sequoia, which are expected to enhance efficiency and provide future margin improvements. Management anticipates a record-breaking year for commercial revenue in 2026 and continues to prioritize capital returns to shareholders through dividends and buybacks.
Earnings call transcript: First American beats Q4 2025 expectations, stock rises
First American (FAF) reported strong Q4 2025 results, with an EPS of $1.99 and revenue of $2.05 billion, significantly beating analyst expectations. The company's stock rose in after-hours and pre-market trading, driven by robust performance in commercial revenue and advancements in AI-powered platforms like Endpoint and Sequoia. First American anticipates record commercial revenue in 2026 and gradual margin improvements through technology investments.
FAF Q4 Earnings Top, Revenues Rise Y/Y on Strong Title Segment
First American Financial Corporation (FAF) reported strong fourth-quarter and full-year 2025 results, with operating earnings and revenues surpassing Zacks Consensus Estimates. The growth was primarily driven by its Title Insurance and Services segment, which saw increased direct premiums, escrow fees, and investment income. Despite higher operating expenses, the company maintained an expanded pretax margin and improved claim loss rates in its Home Warranty segment.
First American Financial Corp (FAF) Shares Up 3.47% on Feb 12
Shares of First American Financial Corp (FAF) rose 3.47% on February 12, reaching an intraday high of $68.26 before closing at $66.58. Wall Street analysts have an average one-year price target of $76.80 for FAF, suggesting a 15.36% upside, and the stock currently holds an "Outperform" rating from brokerage firms. GuruFocus estimates the fair value (GF Value) at $75.18, indicating a 12.93% upside.
First American Financial (NYSE:FAF) Delivers Strong Q4 CY2025 Numbers
First American Financial (NYSE:FAF) reported strong Q4 CY2025 results, significantly beating Wall Street's revenue and EPS expectations with sales up 21.6% year-on-year. The company's non-GAAP profit per share exceeded analyst estimates by 38.8%. While its long-term revenue growth has been weak, recent two-year annualized growth shows acceleration, driven primarily by net premiums earned, which constitute 81% of total revenue.
First American Financial Reports Results for the Fourth Quarter and Full Year of 2025
First American Financial Corporation announced strong financial results for the fourth quarter and full year of 2025. The company reported a 15% increase in adjusted revenue and a 47% increase in adjusted earnings per share for the quarter, driven by robust commercial performance. For the full year, total revenue grew by 22% to $7.5 billion, with adjusted earnings per share reaching $6.05, while also highlighting strategic technology initiatives and a positive outlook for 2026.
First American Financial Q4 2025: Revenue Jumps 21.6% to $2.05B - News and Statistics
First American Financial reported strong financial results for Q4 2025, with revenue surging 21.6% to $2.05 billion, exceeding Wall Street expectations. The company also beat analyst consensus estimates for adjusted earnings per share, which reached $1.99. Despite a weak annualized revenue growth over the last five years, recent accelerated growth indicates improved demand, primarily driven by its core insurance business.
First American Financial Q4 Earnings Exceed Expectations
First American Financial reported strong Q4 earnings, with Non-GAAP EPS of $1.99, significantly exceeding expectations, and revenue reaching $2.05 billion, a 21.3% year-over-year increase. The company also saw stable investment income from its Title Insurance and Services segment and improved operating cash flow. Analysts have varied price targets for FAF, with some adjusting targets downwards while others maintain positive outlooks based on anticipated loan growth and financial stability.
First American Financial: Q4 Earnings Snapshot
First American Financial Corp. (FAF) reported strong fourth-quarter results, with net income totaling $211.9 million, or $2.05 per share. Adjusted earnings of $1.99 per share surpassed analyst expectations of $1.49 per share. The financial services company also exceeded revenue forecasts, posting $2.05 billion against an expected $1.86 billion.
First American Financial (NYSE:FAF) Releases Quarterly Earnings Results, Beats Estimates By $0.52 EPS
First American Financial (NYSE:FAF) reported strong quarterly earnings, beating analysts' EPS estimates by $0.52 with reported EPS of $1.99 and revenue of $2.0 billion against expectations of $1.8 billion. Despite these positive results, the company's shares traded down to $64.24 during midday trading. The company also declared a quarterly dividend of $0.55 per share, representing an annualized yield of 3.4%.
First American earnings beat by $0.61, revenue topped estimates
First American (NYSE: FAF) reported strong fourth-quarter results, beating analyst estimates with an EPS of $1.99, significantly higher than the anticipated $1.38. The company also surpassed revenue expectations, bringing in $2.05 billion against a consensus of $1.8 billion. First American's stock has shown positive performance over the last 3 and 12 months, with positive EPS revisions in the recent past.
First American Financial Q4 Earnings Summary & Key Takeaways
First American Financial (NYSE: FAF) reported its Q4 earnings on February 11, 2026, beating estimated earnings by 36.3% with an EPS of $1.99 against an estimate of $1.46. The company's revenue increased by $364.00 million compared to the same period last year. This positive earnings surprise follows a previous quarter where an EPS beat led to a 3.49% increase in share price the following day.
First American Financial Set to Release Q4 Earnings on February 11
First American Financial (FAF) is scheduled to release its Q4 2023 earnings on February 11, with a consensus EPS estimate of $1.43 and anticipated revenue of $1.8 billion, both reflecting a 5.9% year-over-year increase. Despite a historical trend of beating EPS estimates, recent estimate revisions suggest a cautious market outlook. Analyst views are mixed, with an average 1-year price target of $73.75, implying a potential rise, though some firms have recently adjusted price targets downwards.
First American Financial (FAF) To Report Earnings Tomorrow: Here Is What To Expect
First American Financial (FAF) is set to announce its earnings results, with analysts expecting revenue to grow 5.6% year over year to $1.78 billion and adjusted earnings of $1.43 per share. The company beat revenue expectations last quarter and has seen its share price increase by 7.9% over the last month, outperforming its peers in the property & casualty insurance segment. The article provides context by reviewing past performance and the results of competitors like Stewart Information Services and Allstate.
First American Financial Corporation $FAF Shares Sold by Thrivent Financial for Lutherans
Thrivent Financial for Lutherans reduced its stake in First American Financial Corporation (NYSE:FAF) by 24.5% during the third quarter, selling 15,872 shares, bringing their total holdings to 48,902 shares valued at $3.14 million. Despite this, other institutional investors like AXQ Capital LP, Jump Financial LLC, and Reinhart Partners LLC increased their positions. The company holds a consensus "Moderate Buy" rating from analysts with an average price target of $75.75, and recently declared a quarterly dividend of $0.55 per share.
First American Financial Corporation $FAF Shares Purchased by Allianz Asset Management GmbH
Allianz Asset Management GmbH increased its stake in First American Financial Corporation (FAF) by 10.6% during the third quarter, acquiring an additional 20,188 shares to bring its total to 210,739 shares valued at approximately $13.54 million. This move is part of broader institutional interest, with analysts holding a "Moderate Buy" consensus rating and an average target price of $75.75, despite mixed recent analyst actions. The company announced a quarterly dividend of $0.55 per share, indicating a 3.3% annual yield, with the stock trading at a P/E ratio of 14.5 and a market capitalization of $6.87 billion.
First American Financial stock hits 52-week high at $68.70
First American Financial Corp (FAF) stock reached a 52-week high of $68.70, indicating strong performance and investor confidence. The company's stock has appreciated by 8.39% over the past year, trading at a P/E ratio of 14.47 and offering a 3.28% dividend yield, having raised it for 16 consecutive years. Investors are looking forward to the upcoming earnings report on February 11.
First American Financial: Quiet Rally or Calm Before the Storm?
First American Financial (FAF) has experienced a slight dip in recent sessions but maintains a strong multi-month advance, leading to speculation about whether this is a buying opportunity or a warning sign. The stock has delivered double-digit returns over the past year, outperforming many financial indices, driven by a re-rating of housing-tied financials and expectations of easing interest rates. Future performance hinges on interest rate trends, effective digital transformation, and strategic capital allocation, with Wall Street analysts holding a cautiously constructive "Hold" to "Soft Buy" consensus.
First American Financial: Quiet Rally or Calm Before the Storm?
First American Financial has experienced a recent pullback after a multi-month advance, leading investors to question if it's a buying opportunity or a warning sign. Despite short-term cooling, the stock shows a positive trend over the past three months, driven by re-rating in housing-related financials amidst expectations of easing interest rates. Wall Street maintains a cautiously constructive outlook, with analysts viewing the stock as an income-oriented and cyclical recovery play rather than a high-growth prospect.
First American Financial stock hits 52-week high at $68.70 By Investing.com
First American Financial (FAF) stock reached a 52-week high of $68.70, reflecting robust performance and an 8.39% appreciation over the past year. The company trades at a P/E ratio of 14.47 and offers a 3.28% dividend yield, having raised its dividend for 16 consecutive years. Investors are anticipating FAF's upcoming earnings report on February 11th, and the company recently declared a quarterly cash dividend of 55 cents per common share, payable on March 16, 2026.
First American Financial (NYSE:FAF) Sets New 1-Year High - Here's Why
First American Financial (NYSE:FAF) has reached a new 52-week high, trading at $68.75, following recent positive analyst revisions and a declared quarterly dividend of $0.55. The stock holds a "Moderate Buy" consensus rating with an average price target of $75.75, and institutional investors own a significant portion of its shares. The company, which provides title insurance and real estate data, has seen its stock rise by 1.1% on the day.
First American Financial stock hits 52-week high at $68.70 By Investing.com
First American Financial Corp (FAF) stock reached a new 52-week high of $68.70, indicating strong performance with an 8.39% appreciation over the past year. The company trades at a P/E ratio of 14.47, offers a 3.28% dividend yield, and has consistently raised its dividend for 16 years. This milestone reflects investor confidence, and the company has also declared a quarterly cash dividend of 55 cents per common share, payable on March 16, 2026.
First American Title Named a 2026 HousingWire Tech100 Real Estate Winner
First American Title Insurance Company has been named a 2026 HousingWire Tech100 Real Estate winner for the second consecutive year, recognizing its innovative AgentNet® digital platform. The platform, launched in late 2024, integrates advanced fraud-fighting tools and generative AI capabilities, such as AgentNet Assist, directly into title agent workflows. These features are designed to enhance efficiency, informed decision-making, and transaction protection for title agents.
First American Financial Faces Stagnant Growth With Questionable Valuation Appeal
First American Financial (NYSE:FAF) is experiencing prolonged weak revenue and earnings per share growth, raising concerns about operational stagnation and its ability to translate industry position into long-term value. Despite recent positive stock momentum, the company's shares are flagged as significantly overvalued by Simply Wall St, trading 277.4% above its estimated fair value. Investors are advised to focus on valuation, dividend yield, and potential improvements in title activity rather than strong business expansion.
First American Financial Faces Stagnant Growth With Questionable Valuation Appeal
First American Financial (NYSE:FAF) is experiencing prolonged weak revenue and EPS growth, indicating operational stagnation and raising questions about long-term value creation despite its industry position. The stock trades significantly above fair value according to Simply Wall St's assessment, with its investment case currently leaning more on valuation and yield than on business expansion. Investors are cautioned about the risk of overpaying for a stagnant and overvalued business.
First American Title Named a 2026 HousingWire Tech100 Real Estate Winner
First American Title Insurance Company has been recognized as a 2026 HousingWire Tech100 Real Estate winner for its innovative AgentNet® digital platform. This marks the second consecutive year the company has received this award, highlighting its commitment to providing advanced fraud-fighting tools and artificial intelligence capabilities to title agents. The AgentNet platform assists agents in efficient and secure real estate transactions, featuring real-time fraud alerts, identity verification, and an AI-powered research assistant.
AI fraud alerts earn First American Title a top housing tech award
First American Title Insurance Company has been named a 2026 HousingWire Tech100 Real Estate winner for its innovative AgentNet® platform. The platform integrates advanced fraud prevention tools, including real-time transaction-based fraud alerts and identity verification, along with a generative AI-powered research assistant, AgentNet Assist. This recognition highlights the company's commitment to evolving its technology to support title agents in detecting and preventing fraud and streamlining real estate transactions.
First American Financial Corporation (NYSE:FAF) Given Consensus Rating of "Moderate Buy" by Brokerages
First American Financial Corporation (NYSE:FAF) has received a consensus "Moderate Buy" rating from brokerages, with an average 1-year price target of $75.75. The company recently declared a quarterly dividend of $0.55 per share, representing a 3.4% yield. Shares are trading around $65.43, and institutional investors hold approximately 89.05% of the stock.
AlphaQuest LLC Sells 15,907 Shares of First American Financial Corporation $FAF
AlphaQuest LLC significantly reduced its stake in First American Financial Corporation (NYSE:FAF) by 61.5% in the third quarter, selling 15,907 shares and retaining 9,969 shares valued at $640,000. Despite this sell-off, other institutional investors have increased their positions. The company has an average analyst rating of "Moderate Buy" with a consensus price target of $75.75, and recently announced a quarterly dividend of $0.55 per share.
First American Financial (FAF) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
First American Financial (FAF) is anticipated to report a year-over-year increase in earnings and revenues for the quarter ended December 2025, with an expected earnings release on February 11. The company's Most Accurate Estimate is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +2.12%, which, combined with a Zacks Rank of #3, suggests a likely earnings beat. Similarly, Arch Capital Group (ACGL), another industry player, is also expected to beat its EPS estimates, with a positive Earnings ESP and Zacks Rank #3.
ServiceMac’s Scale and Tech Push: What Do They Reveal About First American’s Strategy for FAF?
First American Financial Corporation recently declared a quarterly cash dividend of US$0.55 and saw its subsidiary ServiceMac surpass one million mortgage loans serviced, expanding its Sentry360 platform. This underscores the increasing importance of technology and scale in mortgage subservicing, potentially shifting First American Financial's investment narrative towards fee and data-driven opportunities. However, the market reaction has been muted, and the company still faces challenges with a relatively low return on equity and slower forecast revenue expansion.
Strs Ohio Lowers Stake in First American Financial Corporation $FAF
Strs Ohio has reduced its holdings in First American Financial Corporation (FAF) by 93.4% in the third quarter, selling 32,846 shares and now owning 2,326 shares valued at $149,000. Despite this, other institutional investors have increased their stakes, and analysts maintain a "Moderate Buy" rating with a consensus price target of $75.75 for FAF. The company recently announced a quarterly dividend of $0.55 per share.
3 Reasons to Avoid FAF and 1 Stock to Buy Instead
This article recommends avoiding First American Financial (FAF) due to disappointing long-term revenue growth, flat net premiums earned, and stalled EPS growth over the last five years. The stock's performance has significantly lagged the S&P 500, and its forward P/B multiple suggests it's currently overvalued. Instead, the author suggests exploring high-quality alternative stocks, highlighting those that have generated significant market-beating returns.
First American Financial (FAF) to Release Quarterly Earnings on Wednesday
First American Financial (FAF) is set to release its Q4 2025 earnings after market close on Wednesday, February 11th, with analysts forecasting earnings of $1.47 per share and revenue of $1.8016 billion. The company recently announced a quarterly dividend of $0.55 per share to be paid on March 16th. Several analysts have provided ratings and price targets, with a consensus of "Moderate Buy" and a target price of $75.75.
