FAF Stock Gets Stronger EPS Estimate from Zacks Research
Zacks Research has increased its Q3 2028 EPS estimate for First American Financial (FAF) to $2.10, maintaining a "Hold" rating, while the consensus full-year EPS estimate is $7.12. The company recently reported strong quarterly earnings, beating expectations with $2.08 EPS and $2.11 billion in revenue, and declared a $0.55 quarterly dividend. Analysts generally hold a "Moderate Buy" consensus with an average price target of $84.60 for FAF.
First American Financial Corp (FAF) Stock Down 5.1% -- Now Undervalued?
First American Financial Corp (FAF) saw its shares drop 5.1% to $60.74, placing it in an "undervalued" position by 16.2% according to GuruFocus's GF Value estimate of $72.48. The company holds a strong GF Score™ of 82/100, with high marks in valuation and momentum. Insider buying totaling $2.9M further signals confidence in the stock's potential for recovery and growth.
Does First American Financial (FAF) Boosting Its Dividend Reframe the Capital Return Narrative?
First American Financial (FAF) recently increased its quarterly cash dividend by 11% to US$0.61 per share. This move signals management's confidence in returning cash to investors, despite subdued national home price growth and mixed housing market trends. The dividend hike, occurring amidst improved profitability, is part of FAF's investment narrative focused on automation, commercial title strength, and capital returns.
U.S. House Price Growth Remains Below Long-Term Average for 17th Straight Month, According to First American Data & Analytics Monthly Home Price Index Report
First American Data & Analytics released its August 2026 Home Price Index (HPI) report, showing U.S. home prices increased 1.4% year-over-year nationally, marking the 17th consecutive month below the pre-pandemic average. While Northeastern and Midwestern markets like Chicago (5.5% increase) saw strong gains, several Sun Belt and Western markets, including Dallas (-5.0% decrease), experienced price declines, reflecting a market rebalancing. The report highlights that higher mortgage rates and the "lock-in effect" are creating a stalemate in supply and demand, keeping national home price growth steady but subdued.
First American Financial Corp Lobbying Profile, 2000
This article provides the lobbying profile for First American Financial Corp in 2000, detailing their lobbying expenditures, the firms they hired, and the issues they lobbied on. The data, compiled by OpenSecrets, shows total spending and direct spending by the company and its subsidiaries for the specified period.
First American wins coverage fight after half-built wall floods neighboring home
A California appeals court has affirmed First American Property & Casualty Insurance Company's denial of a homeowners' claim after a partially constructed retaining wall caused a mudslide that flooded a neighboring home. Despite initial assurances from the insurer's employees that coverage was approved, the company later reversed its decision, citing several excluded perils including earth movement and inadequate construction. The court ruled that since every plausible cause of loss was excluded, claims-handling conversations could not override the policy terms.
Bank of America Corp DE Purchases Shares of 666,740 First American Financial Corporation $FAF
Bank of America Corp DE recently acquired 666,740 shares of First American Financial Corporation (FAF) in the second quarter, a stake valued at approximately $45.7 million. This purchase gives Bank of America a 0.65% ownership in the insurance provider, highlighting institutional interest as other major investors also adjusted their holdings. First American Financial reported strong quarterly results, exceeding analyst expectations for both EPS and revenue, and declared a quarterly dividend, while analysts maintain a "Moderate Buy" rating with a target price of $84.60.
A real estate services company raises its cash dividend 11%. Payment is due Oct. 5.
First American Financial Corporation (NYSE: FAF) announced an 11% increase in its quarterly cash dividend to 61 cents per common share, up from 55 cents. This decision reflects management's confidence in the company's business prospects and improving commercial market conditions. The dividend is payable on October 5, 2026, to shareholders of record as of September 28, 2026.
First American Financial Corporation (NYSE:FAF) Receives Average Recommendation of "Moderate Buy" from Analysts
First American Financial Corporation (NYSE:FAF) has received an average "Moderate Buy" recommendation from analysts, with a consensus 12-month price target of $84.60, significantly above its current share price of $71.99. The company recently reported strong quarterly results, exceeding earnings expectations with $2.08 per share and a 15% year-over-year revenue increase to $2.11 billion. First American also offers an attractive quarterly dividend of $0.55 per share, translating to a 3.1% annual yield.
First American Raises Dividend by 11%, Boosts Shareholder Returns
First American Financial Corporation recently announced an 11% increase in its quarterly cash dividend, raising it to 61 cents per share. This decision reflects the company's strong financial position and commitment to returning capital to shareholders, supported by a solid track record of dividend growth and ongoing share repurchase programs. The move positions FAF as an attractive option for yield-seeking investors, with a 3.1% yield and favorable payout ratio compared to industry averages.
First American Extends Property Monitoring Beyond Closing
First American Title Insurance Company is expanding its no-cost property title monitoring service to include participating independent title agents. This service provides eligible homeowners with alerts regarding suspicious property filings like deeds, liens, and unauthorized property listings, aiming to protect against real estate fraud. While the service offers early warnings, it is not a substitute for title insurance and homeowners are encouraged to consider additional protection like the Eagle Policy or ALTA 49 endorsements.
First American raises quarterly dividend 11% to 61 cents
First American Financial Corporation (NYSE:FAF) has announced an 11% increase in its quarterly cash dividend, raising it to 61 cents per common share from the previous 55 cents. The dividend is payable on October 5, 2026, to shareholders of record as of September 28, 2026. CEO Mark Seaton stated that this increase reflects confidence in the company's business prospects and its commitment to returning capital to shareholders, citing improving market conditions.
First American Financial Raises Quarterly Dividend to $0.61 a Share From $0.55, Payable Oct. 5 to Holders of Record Sept. 28
First American Financial has announced an increase in its quarterly dividend to $0.61 per share, up from $0.55. This dividend is payable on October 5th to shareholders of record as of September 28th. The company's stock, trading on Cboe BZX, has shown positive performance year-to-date, and analysts maintain a "Buy" rating with price targets around $99.
First American Financial Corporation Increases Quarterly Cash Dividend to 61 Cents per Share
First American Financial Corporation announced an 11% increase in its quarterly cash dividend, raising it to 61 cents per common share from 55 cents. This decision reflects the company's confidence in its business prospects and a commitment to returning capital to shareholders, supported by improving market conditions, particularly in the commercial sector. The dividend is payable on October 5, 2026, to shareholders of record as of September 28, 2026.
Free warnings about suspicious property filings expand through title agents
First American Title Insurance Company is expanding its no-cost property title monitoring and fraud alert service to homeowners served by its independent title agent network. This service provides early warnings of suspicious property filings, helping to protect homeowners against rising real estate fraud risks. The offering deepens title agent-homeowner relationships by providing added security and educational resources.
California State Teachers Retirement System Raises Stake in First American Financial Corporation $FAF
The California State Teachers Retirement System reduced its holdings in First American Financial Corporation (NYSE:FAF) by 6.6% in the second quarter, selling 8,000 shares and retaining 112,448 shares valued at $7.7 million. Despite this, institutional investors collectively own 89.05% of the company, and analysts maintain a "Moderate Buy" consensus with an average price target of $84.60. First American Financial also surpassed quarterly earnings and revenue expectations.
First American Title Expands No-Cost Property Title Monitoring to Its Independent Title Agent Network and Their Clients
First American Title Insurance Company announced that its independent title agents can now offer a no-cost property title monitoring and fraud alert service to their eligible clients. This service, which alerts homeowners to suspicious property filings, is available when their residential owner's title insurance policy is underwritten by First American Title. The expansion aims to protect homeowners against rising real estate fraud and deepen relationships between title agents and their clients.
First American Financial Corporation $FAF Shares Sold by Corient Private Wealth LP
Corient Private Wealth LP reduced its holdings in First American Financial Corporation (NYSE:FAF) by 4.2% in the second quarter, selling 29,606 shares but still retaining a significant stake worth $46.0 million. Despite this, institutional investors collectively own 89.05% of the company, which recently reported stronger-than-expected quarterly results with EPS of $2.08 and revenue of $2.11 billion. The stock opened at $71.78, with analysts maintaining a positive outlook and an average price target of $84.60.
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Has $20.48 Million Stake in First American Financial Corporation $FAF
UBS Asset Management reduced its stake in First American Financial (FAF) by 9% in the second quarter, now holding shares valued at $20.48 million. Institutional investors collectively own 89.05% of FAF, with several major firms increasing their positions. First American Financial reported strong quarterly earnings, beating analyst estimates with EPS of $2.08 and a 15% year-over-year revenue increase to $2.11 billion.
First American Financial (NYSE:FAF) Shares Down 5% - Should You Sell?
First American Financial (NYSE:FAF) shares dropped 5% in mid-day trading on Friday, trading at $72.6910 with lower than average volume. Despite the recent dip and a downgrade from Zacks Research, analyst sentiment remains largely positive with a consensus target price of $84.60. The company recently reported stronger-than-expected quarterly earnings, surpassing revenue and EPS estimates.
Jupiter Topco LLC Takes $2.86 Million Position in First American Financial Corporation $FAF
Jupiter Topco LLC has acquired a new position of 41,644 shares, valued at $2.86 million, in First American Financial Corporation during the second quarter. Institutional investors now own 89.05% of the company's stock, which recently reported strong quarterly earnings of $2.08 EPS, exceeding estimates, and a 15% year-over-year revenue increase to $2.11 billion. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $84.60.
First American Title President Sally French Tyler Named a HousingWire Vanguard Award Winner for the Second Time
Sally French Tyler, President of First American Title Insurance Company, has been honored with HousingWire's 2026 Vanguard Award for the second time, recognizing her exceptional leadership, business acumen, and commitment to innovation and empowering women. Tyler led First American Title to strong financial performance, with significant revenue increases in 2025 and 2026, and also launched a consumer-protection innovation and co-founded the company's Women in Leadership initiative. She will be retiring at the end of the year, leaving behind a legacy of growth and people-focused leadership.
First American Title President Sally French Tyler Named a HousingWire Vanguard Award Winner for the Second Time
Sally French Tyler, President of First American Title Insurance Company, has been honored with HousingWire's 2026 Vanguard Award for the second time. She is recognized for her leadership in driving growth, achieving strong financial performance for the company, and her commitment to innovation and empowering women in the industry. Tyler, who is set to retire at the end of the year, also co-founded the company's Women in Leadership initiative.
145,445 Shares in First American Financial Corporation $FAF Bought by Legal & General Group Plc
Legal & General Group Plc has acquired a significant new stake of 145,445 shares in First American Financial Corporation (NYSE:FAF), valued at approximately $9.98 million, representing about 0.14% of the company. This comes as First American Financial reported strong quarterly earnings, beating analyst estimates with an EPS of $2.08 and a 15% year-over-year revenue increase to $2.11 billion. The stock currently holds a "Moderate Buy" consensus rating from analysts, with an average price target of $84.60.
The Manufacturers Life Insurance Company Buys Shares of 70,361 First American Financial Corporation $FAF
The Manufacturers Life Insurance Company recently acquired 70,361 shares of First American Financial Corporation (NYSE:FAF), valued at approximately $4.83 million, contributing to institutional investors' 89.05% ownership of the company. First American Financial exceeded Q2 earnings estimates with an EPS of $2.08 and strong revenue growth, leading to a "Moderate Buy" consensus rating among analysts with an average price target of $84.60. The stock is currently trading at $74.02 and analysts project an EPS of 7.11 for the current fiscal year.
Man Group plc Buys Shares of 39,982 First American Financial Corporation $FAF
Man Group plc acquired 39,982 shares of First American Financial Corporation (FAF) during the second quarter, valuing the new position at approximately $2.74 million. This purchase contributes to institutional investors and hedge funds collectively owning 89.05% of FAF stock. The company reported strong Q2 earnings, beating analyst estimates, and maintains a "Moderate Buy" consensus rating with an average price target of $84.60.
Jefferies Financial Group Inc. Takes $1.24 Million Position in First American Financial Corporation $FAF
Jefferies Financial Group Inc. has acquired a new stake of 18,093 shares in First American Financial Corporation (NYSE:FAF), valued at approximately $1.24 million, during the second quarter. This move is part of a broader trend of institutional investment, with hedge funds and other institutional investors collectively owning 89.05% of the company's stock. Analysts maintain a "Moderate Buy" consensus for FAF, with an average price target of $84.60, following the company's strong Q2 earnings which exceeded expectations.
First American downplays foreclosure risks as home prices soften
First American Financial Corp. believes that while home prices are softening, a widespread foreclosure crisis is unlikely due to historically high levels of mortgage borrower equity and resilient employment trends. Despite declining prices and rising mortgage rates, affordability is still better than a year ago, and the company notes that a "foreclosure wave" requires triggers not currently present in the market.
Sanctuary Advisors LLC Purchases Shares of 14,179 First American Financial Corporation $FAF
Sanctuary Advisors LLC has acquired 14,179 shares of First American Financial Corporation, valued at approximately $973,000, initiating a new position in the insurance provider. This comes as First American Financial reported strong quarterly earnings, beating consensus estimates with an EPS of $2.08 and a 15% year-over-year revenue increase. The company holds a "Moderate Buy" consensus rating from analysts, with institutional investors and hedge funds owning a significant 89.05% of its stock.
First American Exchange Company Launches The 1031 Brief™ Podcast to Help Real Estate Investors and Advisors Better Understand 1031 Exchange Planning
First American Exchange Company has launched "The 1031 Brief™" podcast, hosted by Divisional Counsel Ashley Stefan, to demystify 1031 exchange concepts for real estate investors and their advisors. The monthly podcast aims to provide practical, educational conversations on exchange planning, market trends, and investment strategies, encouraging earlier engagement with tax, legal, and financial advisors. Initial episodes cover basics like "What is a 1031 Exchange?" and "How Does the Market Affect 1031 Planning?".
First American Home Warranty Names Jason Gritters Chief Revenue Officer
First American Home Warranty has appointed Jason Gritters as its new Chief Revenue Officer, a newly created executive position. Gritters will be responsible for overseeing the company's real estate business, corporate development, expanding strategic partnerships, and identifying new revenue opportunities. This appointment aims to leverage Gritters' extensive experience in the home warranty and home services industries to align growth strategies, as the company reported modest revenue growth in its latest earnings.
Lakewood Capital Management LP Invests $50.48 Million in First American Financial Corporation $FAF
Lakewood Capital Management LP has invested $50.48 million in First American Financial Corporation (FAF), acquiring 735,904 shares, making it their 14th largest holding. Institutional investors collectively own 89.05% of FAF, and analysts maintain a "Moderate Buy" rating with an average price target of $84.60. First American Financial recently reported strong quarterly results, beating EPS and revenue estimates.
First American Home Warranty Names Jason Gritters Chief Revenue Officer
First American Home Warranty has appointed Jason Gritters as its new Chief Revenue Officer. In this role, Gritters will oversee the company's real estate business line, corporate development, and new growth initiatives. He brings over a decade of experience in the home warranty and home services industries, previously serving as Vice President of Product and Corporate Development at 2-10 Home Buyers Warranty.
BlackRock Inc. Purchases New Shares in First American Financial Corporation $FAF
BlackRock Inc. has acquired 9.38 million shares of First American Financial Corporation (FAF) during the second quarter, representing a 9.19% stake valued at approximately $643.6 million. This move is part of a broader trend of institutional investors increasing their positions in FAF, which reported strong quarterly earnings of $2.08 per share and a 15% year-over-year revenue increase. Analysts maintain a "Moderate Buy" rating for FAF with an average price target of $84.60.
First American Financial (FAF) Up 4.4% Since Last Earnings Report: Can It Continue?
First American Financial (FAF) saw its shares increase by 4.4% since its last earnings report, outperforming the S&P 500. The company reported strong Q2 2026 operating earnings of $2.08 per share, beating estimates by 15.6% and increasing 35.9% year over year, driven by robust commercial title business and investment income. Analysts have shown an upward trend in estimates, leading to a Zacks Rank #2 (Buy) for FAF.
66,886 Shares in First American Financial Corporation $FAF Bought by Advisors Capital Management LLC
Advisors Capital Management LLC acquired 66,886 shares of First American Financial Corporation (NYSE:FAF) in the second quarter, valued at approximately $4,588,000. This makes Advisors Capital Management LLC own about 0.07% of the company's stock. Other institutional investors like BlackRock Inc., Boston Partners, and Northwestern Mutual Wealth Management Co. also significantly increased their holdings in FAF.
Zacks.com featured highlights AMC Global, Lifetime,OptimumBank, EnerSys and First American Financial
Zacks.com has identified five value stocks, including AMC Global Media, Lifetime Brands, OptimumBank Holdings, EnerSys, and First American Financial, that exhibit attractive EV-to-EBITDA ratios. This metric is highlighted as a superior alternative to the P/E ratio for evaluating a company's valuation and earnings potential, especially for highly leveraged or loss-making firms, as it accounts for debt and non-cash expenses. The article provides details on why each of these companies is considered a strong buy based on their Zacks Rank and expected earnings growth.
First American Title honors retiring president
Sally French Tyler, president of First American Title, will retire at the end of 2026 after a 40-year career in the title industry, including 21 years with First American. During her tenure, she significantly grew the company's commercial operating revenue, led innovation through programs like VisionQuest, and championed leadership development and diversity initiatives. Tyler will remain actively engaged with the company through the end of 2026 to ensure a smooth transition.
5 Value Stocks With Alluring EV-to-EBITDA Ratios to Scoop Up
This article identifies five value stocks (AMC Global Media, Lifetime Brands, OptimumBank Holdings, EnerSys, and First American Financial) with attractive EV-to-EBITDA ratios, a valuation metric considered superior to P/E in certain scenarios. It explains the benefits of using EV-to-EBITDA, especially for companies with debt or those that are loss-making, and outlines screening criteria including a low EV-to-EBITDA, strong EPS growth, and a favorable Zacks Rank.
43,907 Shares in First American Financial Corporation $FAF Bought by Meeder Asset Management Inc.
Meeder Asset Management Inc. recently purchased 43,907 shares of First American Financial Corporation (FAF) worth approximately $3.0 million, according to its latest SEC filing. The company holds a "Moderate Buy" consensus rating from analysts, with a target price of $84.60. First American Financial reported strong quarterly earnings, beating estimates with $2.08 per share and a 15% revenue increase year-over-year.
39,814 Shares in First American Financial Corporation $FAF Acquired by First National Bank of Omaha
First National Bank of Omaha recently acquired 39,814 shares of First American Financial Corporation (FAF) valued at approximately $2.7 million. This acquisition is part of broader institutional investor activity, with several hedge funds increasing or establishing new stakes in the company. Analysts maintain a positive outlook on FAF, with a consensus "Moderate Buy" rating and an average price target of $84.60, following the company's strong quarterly earnings report that exceeded expectations.
U.S. Annual House Price Growth Holds Near 1 Percent for Third Straight Month, According to First American Data & Analytics Monthly Home Price Index Report
The First American Data & Analytics July 2026 Home Price Index (HPI) report indicates that U.S. home prices nationally increased by 1.0 percent year over year, marking the third consecutive month of growth near this rate. Chief Economist Mark Fleming notes a stalemate in housing supply and demand, leading to varied local market trends where prices are falling in areas with elevated inventory like Austin, while strengthening in supply-constrained markets such as Chicago. The report details HPI changes at national, state, and metropolitan levels, segmenting by starter, mid, and luxury price tiers.
U.S. Annual House Price Growth Holds Near 1 Percent for Third Straight Month, According to First American Data & Analytics Monthly Home Price Index Report
First American Data & Analytics reported that U.S. annual house price growth remained near 1 percent for the third consecutive month in July 2026, indicating a stalemate between housing supply and demand. While national prices are flat, local markets show significant variations; Austin, Texas, saw declines due to elevated inventory, whereas Chicago experienced price increases in a supply-constrained environment. The report highlights that affordability challenges continue to limit demand despite inventory leveling off.
Chicago Home Prices Rose 6.4% as Austin Fell—What Drove the Split?
First American Data & Analytics reports that U.S. home prices nationally increased by 1.0% year-over-year in July 2026, marking the third consecutive month of similar appreciation. While national prices are flat due to a stalemate between supply and demand, local markets vary significantly. Chicago saw a 6.4% increase, driven by constrained inventory, whereas Austin, Texas, experienced a 2.9% decline due to elevated inventory levels.
First American Financial (FAF) Draws Undervalued Attention, Is The Upside Already Priced In?
First American Financial (FAF) is gaining attention as an undervalued stock with strong momentum, driven by positive earnings estimate revisions and robust value and momentum scores. While analysts estimate a fair value of $86.20, suggesting a 14.3% undervaluation, a discounted cash flow model suggests the stock is currently expensive at $73.86. Investors are encouraged to review these mixed signals and assess the company's valuation against potential risks like title waivers and AI competition.
First American Financial Corporation: Fundamental Analysis and Financial Ratings | FAF | US31847R1023
This article provides a comprehensive fundamental analysis and financial ratings for First American Financial Corporation (FAF). It highlights strengths such as an attractive valuation based on P/E ratios, consistent upward revisions of sales and EPS forecasts by analysts, and strong analyst consensus. Weaknesses include insufficient profitability levels and a history of not meeting earnings expectations.
Are Investors Undervaluing First American Financial (FAF) Right Now?
This article analyzes whether First American Financial (FAF) is undervalued, using Zacks' ranking system and value investing metrics. FAF currently holds a Zacks Rank #2 (Buy) and a Value grade of A, with attractive P/E and P/S ratios compared to its industry. Universal Insurance Holdings (UVE) is also highlighted as a strong value stock in the same sector.
Does FAF’s Above-Peer Dividend Yield Reveal a Distinct Capital Allocation Strategy for Investors?
First American Financial Corporation (FAF) stands out as an income-focused stock with a dividend yield exceeding its industry average, supported by a low payout ratio and consistent dividend increases. This suggests a potential for continued shareholder income prioritization, provided earnings grow as anticipated by analysts. While the company reinforces its commitment to returning cash to shareholders, investors should still consider the risks associated with slower real estate transaction activity and housing affordability pressures.
Does FAF’s Above-Peer Dividend Yield Reveal a Distinct Capital Allocation Strategy for Investors?
First American Financial Corporation (FAF) shows an above-average dividend yield for the Insurance – Property and Casualty industry, backed by a low payout ratio and consistent dividend increases. This strategy suggests the company prioritizes shareholder income, provided earnings grow as analysts predict. While dividend consistency is a positive for income-focused investors, FAF's investment narrative is still significantly influenced by real estate transaction activity and housing affordability pressures.
Royal Bank of Canada Raises Stock Position in First American Financial Corporation $FAF
Royal Bank of Canada significantly increased its stake in First American Financial Corporation (NYSE:FAF) by 66.3% in the first quarter, now holding 88,582 shares valued at $5.34 million. This move comes as institutional investors collectively own 89.05% of the company, and First American Financial reported strong quarterly earnings exceeding analyst expectations. Analysts maintain a "Moderate Buy" rating for FAF with a consensus price target of $84.60, indicating a positive outlook for the stock.
