First American Financial Corporation $FAF Stock: Vest Financial LLC Grows Holdings

Vest Financial LLC grew its position in First American Financial Corporation (NYSE:FAF) by 36.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 111,713 shares of the insurance provider’s stock after acquiring an additional 29,590 shares during the quarter. Vest Financial LLC owned about 0.11% of First American Financial worth $6,785,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Duncker Streett & Co. Inc. lifted its stake in First American Financial by 616.4% in the 1st quarter. Duncker Streett & Co. Inc. now owns 437 shares of the insurance provider’s stock worth $26,000 after purchasing an additional 376 shares in the last quarter. Elevation Wealth Partners LLC lifted its stake in shares of First American Financial by 70.7% in the 3rd quarter. Elevation Wealth Partners LLC now owns 437 shares of the insurance provider’s stock valued at $27,000 after purchasing an additional 181 shares during the last quarter. Wealth Enhancement Trust Services Inc. boosted its stake in First American Financial by 140.0% during the third quarter. Wealth Enhancement Trust Services Inc. now owns 600 shares of the insurance provider’s stock worth $36,000 after buying an additional 350 shares during the period. Global Retirement Partners LLC purchased a new position in shares of First American Financial during the 2nd quarter worth approximately $55,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in shares of First American Financial during the second quarter worth $73,000. 89.05% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

FAF has been the subject of a number of research reports. Barclays dropped their price objective on shares of First American Financial from $83.00 to $79.00 and set an “overweight” rating for the company in a report on Monday, October 5th. Benchmark began 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. Truist Financial cut their price target on shares of First American Financial from $85.00 to $80.00 and set a “buy” rating on the stock in a research note on Thursday, October 15th. Weiss Ratings reiterated a “buy (b)” rating on shares of First American Financial in a research note on Friday, October 16th. Finally, Keefe, Bruyette & Woods upped their target price on shares of First American Financial from $84.00 to $86.00 and gave the company an “outperform” rating in a report on Friday, July 24th. Seven investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $82.80.

Trending Headlines about First American Financial

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

• Positive Sentiment: First American reported quarterly revenue of approximately $2.09 billion, broadly in line with the $2.10 billion analyst consensus. Adjusted earnings and revenue were also described as higher year over year in some reports, suggesting parts of the business remain resilient. First American Financial Q3 Adjusted Earnings, Revenue Rise
• Neutral Sentiment: Management addressed the results and investor questions on the third-quarter earnings call. Investors are focused on commentary regarding housing-market activity, title-insurance demand, margins, and the outlook for future earnings. First American Financial Corporation Q3 2026 Earnings Call Transcript
• Negative Sentiment: GAAP earnings were $1.78 per share, $0.07 below the $1.85 consensus estimate and below the $1.84 earned in the prior-year quarter. Net income also declined year over year, while the company reported a 9.33% net margin and 13.31% return on equity. First American Financial Misses Q3 Earnings and Revenue Estimates
• Negative Sentiment: The earnings miss is particularly notable because it ends First American Financial’s seven-quarter earnings-beat streak, increasing concern that subdued real-estate transaction activity or operating pressures could weigh on the company’s results. First American Financial Q3 2026 Earnings Miss Ends a Seven-Quarter Win Streak

First American Financial Stock Performance

Shares of NYSE FAF opened at $65.01 on Friday. The firm has a market capitalization of $6.64 billion, a P/E ratio of 9.26, a PEG ratio of 0.62 and a beta of 1.24. First American Financial Corporation has a one year low of $56.20 and a one year high of $79.87. The company’s fifty day moving average is $68.62 and its two-hundred day moving average is $68.79.

First American Financial (NYSE:FAF) last issued its earnings results on Wednesday, October 21st. The insurance provider reported $1.78 earnings per share for the quarter, missing the consensus estimate of $1.85 by ($0.07). The company had revenue of $2.09 billion for the quarter, compared to analyst estimates of $2.10 billion. First American Financial had a return on equity of 13.32% and a net margin of 9.05%. During the same quarter in the previous year, the company posted $1.84 earnings per share. On average, sell-side analysts forecast that First American Financial Corporation will post 7.09 earnings per share for the current fiscal year.

First American Financial Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, October 5th. Investors of record on Monday, September 28th were paid a $0.55 dividend. This represents a $2.20 dividend on an annualized basis and a yield of 3.4%. The ex-dividend date of this dividend was Monday, September 28th. First American Financial’s dividend payout ratio is presently 33.80%.

About First American Financial

First American Financial Corporation (NYSE: FAF) is a provider of title insurance, settlement services and financial technology solutions for the real estate and mortgage industries. Through its First American Title operations, the company helps protect property owners, lenders and other parties against title defects and related risks during real estate transactions.

The company’s services include title searches and examination, title insurance policies, escrow and closing services, and transaction coordination.