Arrowstreet Capital Limited Partnership Has $77.44 Million Stock Holdings in First American Financial Corporation $FAF

Arrowstreet Capital Limited Partnership boosted its position in First American Financial Corporation (NYSE:FAF) by 469.7% during the 1st quarter, Holdings Channel.com reports. The fund owned 1,284,417 shares of the insurance provider’s stock after buying an additional 1,058,949 shares during the quarter. Arrowstreet Capital Limited Partnership’s holdings in First American Financial were worth $77,438,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. V Square Quantitative Management LLC bought a new stake in First American Financial during the 4th quarter worth about $27,000. Duncker Streett & Co. Inc. boosted its stake in shares of First American Financial by 616.4% in the 1st 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. Global Retirement Partners LLC boosted its stake in shares of First American Financial by 1,107.5% in the 4th quarter. Global Retirement Partners LLC now owns 483 shares of the insurance provider’s stock valued at $30,000 after purchasing an additional 443 shares during the last quarter. Danske Bank A S acquired a new stake in shares of First American Financial during the 3rd quarter worth approximately $45,000. Finally, IFP Advisors Inc grew its position in shares of First American Financial by 568.8% during the 4th quarter. IFP Advisors Inc now owns 749 shares of the insurance provider’s stock worth $46,000 after buying an additional 637 shares during the period. 89.05% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at First American Financial

In related news, SVP Lisa W. Cornehl sold 5,823 shares of the company’s stock in a transaction on 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 $2,033,850.05. This represents a 16.42% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 3.50% of the stock is currently owned by corporate insiders.

First American Financial Price Performance

Shares of NYSE:FAF opened at $75.11 on Monday. The company has a market capitalization of $7.67 billion, a price-to-earnings ratio of 10.40, a P/E/G ratio of 0.71 and a beta of 1.23. The firm’s 50 day simple moving average is $68.38 and its 200 day simple moving average is $66.00. First American Financial Corporation has a fifty-two week low of $56.20 and a fifty-two week high of $75.96.

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, topping the consensus estimate of $1.80 by $0.28. The business had revenue of $2.11 billion for the quarter, compared to analyst estimates of $2.03 billion. First American Financial had a net margin of 9.33% and a return on equity of 13.31%. First American Financial’s quarterly revenue was up 15.0% compared to the same quarter last year. During the same quarter last year, the firm earned $1.53 EPS. Equities research analysts expect that First American Financial Corporation will post 6.91 earnings per share for the current year.

First American Financial Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Monday, June 8th were given a dividend of $0.55 per share. This represents a $2.20 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date of this dividend was Monday, June 8th. First American Financial’s dividend payout ratio (DPR) is currently 30.47%.

Analyst Ratings Changes

Several equities analysts recently weighed in on the stock. Benchmark initiated coverage on shares of 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 lifted their target price on shares of First American Financial from $82.00 to $85.00 and gave the stock a “buy” rating in a report on Friday, April 24th. Stephens reaffirmed an “overweight” rating and set a $84.00 target price on shares of First American Financial in a report on Friday, June 12th. Zacks Research cut shares of First American Financial from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, June 23rd. Finally, Keefe, Bruyette & Woods increased their price target on First American Financial from $84.00 to $86.00 and gave the company an “outperform” rating in a research note on Friday. Seven equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $84.60.

First American Financial News Summary

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.