Research Analysts Offer Predictions for FAF Q4 Earnings

First American Financial Corporation (NYSE:FAF) – Analysts at Zacks Research raised their Q4 2027 earnings per share (EPS) estimates for shares of First American Financial in a research note issued to investors on Wednesday, May 27th. Zacks Research analyst Team now anticipates that the insurance provider will post earnings of $1.92 per share for the quarter, up from their prior forecast of $1.91. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for First American Financial’s current full-year earnings is $6.81 per share. Zacks Research also issued estimates for First American Financial’s Q1 2028 earnings at $1.32 EPS.

First American Financial (NYSE:FAF) last released its quarterly earnings data on Wednesday, April 22nd. The insurance provider reported $1.33 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.06 by $0.27. First American Financial had a return on equity of 12.58% and a net margin of 8.73%.The business had revenue of $1.85 billion during the quarter, compared to analyst estimates of $1.80 billion. During the same quarter in the previous year, the firm posted $0.84 EPS. The business’s revenue for the quarter was up 16.2% compared to the same quarter last year.

Several other brokerages have also commented on FAF. Wall Street Zen lowered shares of First American Financial from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Barclays raised their price target on shares of First American Financial from $72.00 to $80.00 and gave the company an “overweight” rating in a research note on Friday, April 24th. Weiss Ratings upgraded shares of First American Financial from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, April 22nd. Stephens raised their price target on shares of First American Financial from $81.00 to $84.00 and gave the company an “overweight” rating in a research note on Monday, April 27th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of First American Financial in a research report on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating and six have issued a Buy rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $82.50.

First American Financial Price Performance

NYSE:FAF opened at $66.51 on Friday. First American Financial has a 12-month low of $53.09 and a 12-month high of $71.47. The firm has a market capitalization of $6.78 billion, a P/E ratio of 10.22, a P/E/G ratio of 0.65 and a beta of 1.28. The business has a 50 day simple moving average of $64.91 and a 200 day simple moving average of $64.53.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the business. Northwestern Mutual Wealth Management Co. raised its stake in shares of First American Financial by 4,485,375.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 5,786,263 shares of the insurance provider’s stock worth $355,508,000 after buying an additional 5,786,134 shares in the last quarter. Capital Research Global Investors raised its stake in shares of First American Financial by 194.5% in the 3rd quarter. Capital Research Global Investors now owns 3,306,583 shares of the insurance provider’s stock worth $212,415,000 after buying an additional 2,183,960 shares in the last quarter. Norges Bank bought a new stake in shares of First American Financial in the 4th quarter worth $75,011,000. Mendon Capital Advisors Corp bought a new stake in shares of First American Financial in the 1st quarter worth $71,680,000. Finally, Arrowstreet Capital Limited Partnership raised its stake in shares of First American Financial by 469.7% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,284,417 shares of the insurance provider’s stock worth $77,438,000 after buying an additional 1,058,949 shares in the last quarter. Institutional investors and hedge funds own 89.05% of the company’s stock.

Insiders Place Their Bets

In other First American Financial news, Director Margaret M. Mccarthy sold 6,630 shares of the business’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $70.59, for a total transaction of $468,011.70. Following the completion of the transaction, the director owned 24,024 shares in the company, valued at approximately $1,695,854.16. The trade was a 21.63% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Lisa W. Cornehl sold 5,823 shares of the business’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $68.63, for a total value of $399,632.49. Following the transaction, the senior vice president owned 29,635 shares of the company’s stock, valued at $2,033,850.05. This trade represents a 16.42% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 3.50% of the company’s stock.

First American Financial Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Monday, June 8th will be given a dividend of $0.55 per share. This represents a $2.20 dividend on an annualized basis and a yield of 3.3%. The ex-dividend date is Monday, June 8th. First American Financial’s payout ratio is 33.79%.

First American Financial News Summary

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

• Positive Sentiment: Zacks Research raised its earnings estimates for First American Financial across multiple periods, including Q2 2026, Q4 2026, Q1 2027, Q2 2027 and FY2027, while reiterating a Strong-Buy rating. Analyst estimate revisions
• Positive Sentiment: Zacks also named FAF to its Best Value Stocks and Best Income Stocks lists for May 27, which may attract additional investor interest and reinforce the stock’s appeal as a value-and-yield idea. Best Value Stocks to Buy for May 27th
• Positive Sentiment: Zacks Research and DOWLING & PARTN both projected earnings above or near consensus for upcoming years, including FY2028 estimates above current expectations, signaling confidence in FAF’s longer-term earnings power. Analyst outlook
• Neutral Sentiment: The company’s latest reported quarterly results were already solid, with EPS of $1.33 beating estimates and revenue topping forecasts, so the new analyst notes mainly reinforce an existing favorable earnings narrative rather than introduce a fresh operational catalyst. Recent earnings results

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.