DOWLING & PARTN Has Strong Forecast for FAF FY2026 Earnings

First American Financial Corporation (NYSE:FAF) – Research analysts at DOWLING & PARTN upped their FY2026 EPS estimates for shares of First American Financial in a note issued to investors on Friday, July 24th. DOWLING & PARTN analyst G. Dunn now forecasts that the insurance provider will post earnings of $7.11 per share for the year, up from their previous forecast of $6.70. The consensus estimate for First American Financial’s current full-year earnings is $6.91 per share. DOWLING & PARTN also issued estimates for First American Financial’s FY2027 earnings at $7.35 EPS and FY2028 earnings at $7.55 EPS.

A number of other equities analysts also recently commented on the company. Benchmark initiated coverage on First American Financial in a report on Tuesday, July 21st. They issued a “buy” rating and a $85.00 price objective on the stock. Zacks Research downgraded shares of First American Financial from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, June 23rd. Barclays increased their target price on First American Financial from $80.00 to $83.00 and gave the stock an “overweight” rating in a report on Tuesday, July 7th. Stephens reiterated an “overweight” rating and issued a $84.00 target price on shares of First American Financial in a research report on Friday, June 12th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of First American Financial in a report on Monday, July 20th. Seven research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, First American Financial presently has a consensus rating of “Moderate Buy” and an average price target of $84.60.

First American Financial Trading Up 1.5%

FAF stock opened at $76.25 on Tuesday. The stock has a 50-day moving average price of $68.54 and a two-hundred day moving average price of $66.09. First American Financial has a 12-month low of $56.20 and a 12-month high of $76.80. The company has a market cap of $7.77 billion, a PE ratio of 10.56, a price-to-earnings-growth ratio of 0.71 and a beta of 1.23.

First American Financial (NYSE:FAF) last issued its earnings results on Wednesday, July 22nd. The insurance provider reported $2.08 earnings per share for the quarter, topping the consensus estimate of $1.80 by $0.28. First American Financial had a return on equity of 13.31% and a net margin of 9.33%.The business had revenue of $2.11 billion for the quarter, compared to analyst estimates of $2.03 billion. During the same period last year, the company posted $1.53 EPS. The business’s quarterly revenue was up 15.0% on a year-over-year basis.

First American Financial Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Monday, June 8th were issued a $0.55 dividend. This represents a $2.20 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date of this dividend was Monday, June 8th. First American Financial’s dividend payout ratio is presently 30.47%.

Insiders Place Their Bets

In other news, SVP Lisa W. Cornehl sold 5,823 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $68.63, for a total transaction of $399,632.49. Following the completion of the transaction, the senior vice president owned 29,635 shares in the company, valued at approximately $2,033,850.05. This trade represents a 16.42% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Insiders own 3.50% of the company’s stock.

Institutional Trading of First American Financial

A number of hedge funds and other institutional investors have recently made changes to their positions in FAF. Duncker Streett & Co. Inc. lifted its stake in First American Financial by 616.4% during the first quarter. Duncker Streett & Co. Inc. now owns 437 shares of the insurance provider’s stock valued at $26,000 after purchasing an additional 376 shares during the last quarter. V Square Quantitative Management LLC acquired a new position in First American Financial in the fourth quarter worth approximately $27,000. Global Retirement Partners LLC grew its position in First American Financial by 1,107.5% in the fourth quarter. Global Retirement Partners LLC now owns 483 shares of the insurance provider’s stock worth $30,000 after buying an additional 443 shares during the last quarter. Danske Bank A S bought a new position in shares of First American Financial in the third quarter valued at $45,000. Finally, IFP Advisors Inc increased its holdings in shares of First American Financial by 568.8% in the fourth quarter. IFP Advisors Inc now owns 749 shares of the insurance provider’s stock valued at $46,000 after buying an additional 637 shares in the last quarter. 89.05% of the stock is currently owned by institutional investors.

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.