First American Financial (NYSE:FAF) Issues Quarterly Earnings Results

11 Feb 2026, 22:18 by Mitch Edgeman · The Markets Daily

First American Financial (NYSE:FAF – Get Free Report) announced its quarterly earnings results on Wednesday. The insurance provider reported $1.99 EPS for the quarter, beating analysts’ consensus estimates of $1.47 by $0.52, FiscalAI reports. The firm had revenue of $2 billion during the quarter, compared to analysts’ expectations of $1.80 billion. First American Financial had a net margin of 6.80% and a return on equity of 11.01%.

First American Financial Price Performance

NYSE FAF traded down $2.31 on Wednesday, reaching $64.24. 1,276,193 shares of the company’s stock traded hands, compared to its average volume of 1,035,544. The stock has a market cap of $6.55 billion, a PE ratio of 13.82, a P/E/G ratio of 0.70 and a beta of 1.27. First American Financial has a 12 month low of $53.09 and a 12 month high of $68.75. The stock has a 50-day simple moving average of $62.98 and a 200 day simple moving average of $63.48.

First American Financial Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 9th will be given a dividend of $0.55 per share. The ex-dividend date is Monday, March 9th. This represents a $2.20 annualized dividend and a yield of 3.4%. First American Financial’s payout ratio is presently 47.31%.

Wall Street Analyst Weigh In

A number of equities analysts have commented on the stock. Keefe, Bruyette & Woods lifted their price objective on shares of First American Financial from $79.00 to $81.00 and gave the stock an “outperform” rating in a research report on Thursday, December 18th. Weiss Ratings reiterated a “buy (b-)” rating on shares of First American Financial in a research note on Friday, December 26th. Stephens initiated coverage on First American Financial in a research note on Friday, November 14th. They set an “equal weight” rating on the stock. Wall Street Zen raised shares of First American Financial from a “hold” rating to a “buy” rating in a report on Sunday, December 14th. Finally, Truist Financial boosted their target price on shares of First American Financial from $73.00 to $76.00 and gave the company a “buy” rating in a research report on Thursday, October 23rd. Three equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $75.75.

Check Out Our Latest Analysis on FAF

Institutional Trading of First American Financial

Hedge funds and other institutional investors have recently modified their holdings of the business. Boston Partners boosted its position in shares of First American Financial by 8.9% during the third quarter. Boston Partners now owns 6,133,594 shares of the insurance provider’s stock valued at $393,690,000 after buying an additional 500,649 shares during the last quarter. Corient Private Wealth LLC raised its stake in First American Financial by 5.8% during the 2nd quarter. Corient Private Wealth LLC now owns 815,530 shares of the insurance provider’s stock valued at $50,065,000 after purchasing an additional 44,469 shares during the period. UBS Group AG grew its stake in First American Financial by 25.3% during the third quarter. UBS Group AG now owns 767,875 shares of the insurance provider’s stock valued at $49,328,000 after acquiring an additional 154,956 shares in the last quarter. Bank of America Corp DE boosted its stake in First American Financial by 6.1% during the third quarter. Bank of America Corp DE now owns 638,460 shares of the insurance provider’s stock valued at $41,015,000 after buying an additional 36,827 shares during the last quarter. Finally, AQR Capital Management LLC grew its holdings in shares of First American Financial by 72.5% in the third quarter. AQR Capital Management LLC now owns 552,123 shares of the insurance provider’s stock valued at $35,468,000 after purchasing an additional 232,066 shares in the last quarter. 89.05% of the stock is owned by hedge funds and other institutional investors.

First American Financial Company Profile

(Get Free Report)

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.