Zacks Research Issues Pessimistic Estimate for FAF Earnings

First American Financial Co. (NYSE:FAF) – Equities researchers at Zacks Research lowered their Q1 2025 earnings per share estimates for shares of First American Financial in a research report issued on Tuesday, March 18th. Zacks Research analyst T. De now expects that the insurance provider will post earnings per share of $0.69 for the quarter, down from their previous estimate of $0.77. The consensus estimate for First American Financial’s current full-year earnings is $5.35 per share. Zacks Research also issued estimates for First American Financial’s Q2 2025 earnings at $1.45 EPS, Q3 2025 earnings at $1.53 EPS, Q4 2025 earnings at $1.32 EPS, FY2025 earnings at $4.99 EPS, Q2 2026 earnings at $1.73 EPS, Q3 2026 earnings at $0.96 EPS, Q4 2026 earnings at $1.91 EPS, FY2026 earnings at $5.71 EPS and FY2027 earnings at $5.95 EPS.

Several other analysts also recently weighed in on FAF. Keefe, Bruyette & Woods lifted their target price on First American Financial from $74.00 to $75.00 and gave the company a “market perform” rating in a research note on Tuesday, February 18th. Stephens lifted their target price on First American Financial from $73.00 to $78.00 and gave the company an “overweight” rating in a research note on Friday, February 14th.

First American Financial Price Performance

NYSE:FAF opened at $65.39 on Thursday. First American Financial has a 12-month low of $51.60 and a 12-month high of $70.92. The firm has a market capitalization of $6.72 billion, a P/E ratio of 52.31 and a beta of 1.34. The business has a 50 day simple moving average of $63.09 and a 200 day simple moving average of $64.35.

First American Financial (NYSE:FAF) last released its quarterly earnings data on Wednesday, February 12th. The insurance provider reported $1.35 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.13 by $0.22. First American Financial had a return on equity of 9.35% and a net margin of 2.14%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the business. UMB Bank n.a. grew its stake in First American Financial by 66.9% in the fourth quarter. UMB Bank n.a. now owns 524 shares of the insurance provider’s stock valued at $33,000 after purchasing an additional 210 shares in the last quarter. Jones Financial Companies Lllp grew its stake in First American Financial by 57.6% in the fourth quarter. Jones Financial Companies Lllp now owns 670 shares of the insurance provider’s stock valued at $42,000 after purchasing an additional 245 shares in the last quarter. GAMMA Investing LLC grew its stake in First American Financial by 34.9% in the fourth quarter. GAMMA Investing LLC now owns 1,071 shares of the insurance provider’s stock valued at $67,000 after purchasing an additional 277 shares in the last quarter. Sunbelt Securities Inc. purchased a new position in First American Financial in the third quarter valued at about $75,000. Finally, Parkside Financial Bank & Trust grew its stake in First American Financial by 14.8% in the fourth quarter. Parkside Financial Bank & Trust now owns 1,340 shares of the insurance provider’s stock valued at $84,000 after purchasing an additional 173 shares in the last quarter. Hedge funds and other institutional investors own 89.05% of the company’s stock.

Insider Transactions at First American Financial

In other news, Director Dennis J. Gilmore sold 111,971 shares of the business’s stock in a transaction on Friday, February 14th. The stock was sold at an average price of $63.60, for a total transaction of $7,121,355.60. Following the sale, the director now directly owns 494,574 shares of the company’s stock, valued at $31,454,906.40. The trade was a 18.46 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Lisa W. Cornehl sold 3,057 shares of the business’s stock in a transaction on Tuesday, February 25th. The stock was sold at an average price of $65.49, for a total value of $200,202.93. Following the sale, the senior vice president now directly owns 23,825 shares in the company, valued at $1,560,299.25. This trade represents a 11.37 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 127,707 shares of company stock valued at $8,136,565. Corporate insiders own 3.70% of the company’s stock.

First American Financial Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 17th. Stockholders of record on Monday, March 10th were paid a $0.54 dividend. This represents a $2.16 dividend on an annualized basis and a dividend yield of 3.30%. The ex-dividend date was Monday, March 10th. First American Financial’s dividend payout ratio is presently 172.80%.

About First American Financial

First American Financial Corporation, through its subsidiaries, provides financial services. It operates through Title Insurance and Services, and Home Warranty segments. The Title Insurance and Services segment issues title insurance policies on residential and commercial property, as well as offers related products and services internationally.