What is Zacks Research’s Estimate for FAF Q1 Earnings?

First American Financial Corporation (NYSE:FAF) – Research analysts at Zacks Research reduced their Q1 2027 earnings per share (EPS) estimates for First American Financial in a report released on Monday, July 20th. Zacks Research analyst Team now forecasts that the insurance provider will post earnings per share of $1.26 for the quarter, down from their prior estimate of $1.31. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for First American Financial’s current full-year earnings is $6.74 per share. Zacks Research also issued estimates for First American Financial’s Q4 2027 earnings at $1.92 EPS and Q2 2028 earnings at $2.03 EPS.

First American Financial (NYSE:FAF) last posted its earnings results on Wednesday, July 22nd. The insurance provider reported $2.08 EPS for the quarter, topping the consensus estimate of $1.80 by $0.28. The business had revenue of $2.11 billion during the quarter, compared to analysts’ expectations of $2.03 billion. First American Financial had a return on equity of 13.43% and a net margin of 9.33%.The firm’s revenue was up 15.0% on a year-over-year basis. During the same period in the previous year, the business earned $1.53 earnings per share.

Several other brokerages have also commented on FAF. Keefe, Bruyette & Woods cut their price objective on First American Financial from $87.00 to $84.00 and set an “outperform” rating for the company in a report on Thursday, June 25th. Wall Street Zen downgraded shares of First American Financial from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Stephens reiterated an “overweight” rating and set a $84.00 target price on shares of First American Financial in a research report on Friday, June 12th. Barclays boosted their price target on shares of First American Financial from $80.00 to $83.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 7th. Finally, Truist Financial increased their price target 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. Seven research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $84.20.

First American Financial Stock Down 2.0%

NYSE:FAF opened at $69.08 on Wednesday. The business’s 50-day moving average price is $68.22 and its two-hundred day moving average price is $65.91. First American Financial has a twelve month low of $56.20 and a twelve month high of $73.50. The stock has a market cap of $7.04 billion, a P/E ratio of 9.57, a PEG ratio of 0.69 and a beta of 1.23.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Bar Harbor Wealth Management grew its holdings in First American Financial by 52.4% in the 4th quarter. Bar Harbor Wealth Management now owns 135,649 shares of the insurance provider’s stock worth $8,334,000 after acquiring an additional 46,639 shares during the last quarter. Jefferies Financial Group Inc. purchased a new stake in shares of First American Financial during the fourth quarter worth about $6,713,000. Jackson Creek Investment Advisors LLC purchased a new stake in shares of First American Financial during the fourth quarter worth about $1,608,000. Tudor Investment Corp ET AL bought a new stake in shares of First American Financial in the third quarter worth about $5,046,000. Finally, Manning & Napier Advisors LLC bought a new stake in shares of First American Financial in the fourth quarter worth about $63,693,000. 89.05% of the stock is currently owned by institutional investors.

Insider Activity at First American Financial

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

First American Financial Dividend Announcement

The company also recently disclosed 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. The ex-dividend date was Monday, June 8th. This represents a $2.20 annualized dividend and a dividend yield of 3.2%. First American Financial’s dividend payout ratio is 33.79%.

First American Financial News Roundup

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

• Positive Sentiment: FAF beat second-quarter expectations, reporting $2.08 in EPS versus the $1.80 consensus and revenue of $2.11 billion versus $2.03 billion expected, helped by commercial title strength, higher investment income, and better average revenue per order. Article Title
• Positive Sentiment: Benchmark Co. initiated coverage with a Buy rating and an $85 price target, implying meaningful upside from recent trading levels. Article Title
• Neutral Sentiment: Several transcript and earnings-snapshot articles from Benzinga, Seeking Alpha, and other outlets mainly repeat the same strong quarterly results and conference call details, reinforcing the upbeat but not materially new narrative. Article Title
• Neutral Sentiment: Zacks Research nudged some future EPS estimates higher for 2027 and 2028, but cut its Q1 2027 forecast, leaving the longer-term outlook mixed while maintaining a Hold rating. Article Title

First American Financial Company Profile

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.