Keefe, Bruyette & Woods Issues Positive Forecast for First American Financial (NYSE:FAF) Stock Price

First American Financial (NYSE:FAF) had its target price lifted by Keefe, Bruyette & Woods from $84.00 to $86.00 in a report released on Friday morning,Benzinga reports. They currently have an outperform rating on the insurance provider’s stock.

FAF has been the topic of a number of other research reports. Benchmark started coverage on First American Financial in a research report on Tuesday. They issued a “buy” rating and a $85.00 target price on the stock. Truist Financial boosted their price objective on shares of First American Financial from $82.00 to $85.00 and gave the company a “buy” rating in a research note on Friday, April 24th. Wall Street Zen downgraded First American Financial from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Weiss Ratings reissued a “buy (b)” rating on shares of First American Financial in a research note on Monday. Finally, Stephens reaffirmed an “overweight” rating and set a $84.00 price objective on shares of First American Financial in a research note on Friday, June 12th. Seven analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $84.60.

First American Financial Stock Up 8.9%

Shares of NYSE FAF opened at $75.11 on Friday. The business’s 50 day moving average price is $68.38 and its 200 day moving average price is $65.97. First American Financial has a 52 week low of $56.20 and a 52 week high of $75.96. The firm has a market cap of $7.65 billion, a P/E ratio of 10.40, a P/E/G ratio of 0.67 and a beta of 1.23.

First American Financial (NYSE:FAF) last released its quarterly earnings data on Wednesday, July 22nd. The insurance provider reported $2.08 earnings per share for the quarter, beating analysts’ consensus estimates of $1.80 by $0.28. The business had revenue of $2.11 billion during the quarter, compared to analyst estimates of $2.03 billion. First American Financial had a return on equity of 13.32% and a net margin of 9.33%.The company’s revenue was up 15.0% on a year-over-year basis. During the same quarter last year, the business posted $1.53 EPS. As a group, research analysts expect that First American Financial will post 6.74 earnings per share for the current year.

First American Financial Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Monday, June 8th were paid a $0.55 dividend. This represents a $2.20 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date was Monday, June 8th. First American Financial’s dividend payout ratio is presently 33.79%.

Insider Activity at First American Financial

In other First American Financial 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 value of $399,632.49. Following the completion of the sale, 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 legal filing with the SEC, which can be accessed through this hyperlink. 3.50% of the stock is owned by insiders.

Hedge Funds Weigh In On First American Financial

A number of institutional investors and hedge funds have recently added to or reduced their stakes in FAF. Handelsbanken Fonder AB grew its holdings in shares of First American Financial by 7.6% during the 2nd quarter. Handelsbanken Fonder AB now owns 26,960 shares of the insurance provider’s stock worth $1,849,000 after purchasing an additional 1,900 shares in the last quarter. Reinhart Partners LLC. lifted its position in shares of First American Financial by 1.9% during the 2nd quarter. Reinhart Partners LLC. now owns 1,553,234 shares of the insurance provider’s stock worth $106,537,000 after buying an additional 28,534 shares during the last quarter. Assenagon Asset Management S.A. acquired a new stake in First American Financial in the second quarter valued at about $16,714,000. GAMMA Investing LLC raised its stake in shares of First American Financial by 9.6% during the second quarter. GAMMA Investing LLC now owns 1,696 shares of the insurance provider’s stock valued at $116,000 after acquiring an additional 148 shares during the last quarter. Finally, Versant Capital Management Inc grew its holdings in First American Financial by 12.0% in the second quarter. Versant Capital Management Inc now owns 5,294 shares of the insurance provider’s stock worth $363,000 after purchasing an additional 566 shares during the period. 89.05% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about First American Financial

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

• Positive Sentiment: First American Financial reported Q2 earnings of $2.08 per share, beating estimates of $1.80, while revenue came in at $2.11 billion versus expectations of $2.03 billion. The results were driven by commercial title strength, higher investment income, and improved average revenue per order. Article: First American Financial (FAF) Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Keefe, Bruyette & Woods raised its price target on First American Financial to $86 from $84 and reaffirmed an outperform rating, signaling confidence in further upside for FAF. Article: Benzinga report on price target increase
• Positive Sentiment: Benchmark Co. initiated coverage with a buy rating and a $85 price target, adding to the bullish analyst sentiment around the stock. Article: Benchmark initiates coverage on FAF
• Neutral Sentiment: Investors are also parsing Q2 earnings-call highlights and transcripts, which emphasized record commercial revenue and the company’s operating momentum, but did not add materially new information beyond the earnings release. Article: First American Financial Corp (FAF) Q2 2026 Earnings Call Highlights
• Neutral Sentiment: Some research notes on upcoming earnings estimates were published, but they appear to be routine analyst commentary rather than a major new driver for FAF shares. Article: What is Zacks Research’s Estimate for FAF Q1 Earnings?

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.