First American Financial (FAF) Stock Price & Analysis

394 Followers

FAF Stock Chart & Stats

$66.97-$0.66(-0.98%)

At close: Nov 11 4:00 PM EST

Day’s Range: $65.81 - $67.10
52-Week Range: $56.20 - $79.87
Previous Close: $67.63
Volume: N/A
Average Volume (3M): 1.10M
Market Cap: $6.91B
Enterprise Value: $8.03B
Total Cash (Recent Filing): $12.47B
Total Debt (Recent Filing): $2.55B
Price to Earnings (P/E): 9.4
Beta: 0.63
Next Earnings: Feb 10, 2027 (Est.)
EPS Estimate: 1.64
Next Dividend Ex-Date: Dec 08, 2026
Dividend Yield: 3.37%

Bulls Say, Bears Say

Bulls Say

Strong Cash Generation

Consistent operating cash flow and robust free cash flow indicate strong earnings conversion and provide funding for dividends, technology investment, and business needs. This financial capacity supports resilience through housing cycles and reduces reliance on external financing.

Commercial Market Strength

Record commercial performance and broad-based growth strengthen FAF’s mix beyond residential mortgage activity. Commercial transactions also tend to be less rate-sensitive, supporting revenue diversification, market-share gains, and a more durable earnings base over the next several quarters.

Technology-Enabled Efficiency

Endpoint and Sequoia could create a lasting cost and service advantage by combining title-plant data, underwriting expertise, and automation. Faster processing and lower unit costs may improve competitiveness and operating leverage as adoption expands through 2027.

Bears Say

Residential Market Weakness

Residential title and settlement activity remains exposed to affordability constraints and elevated mortgage rates, limiting transaction volumes. Continued weakness in purchases and refinancing can weigh on revenue, leaving FAF more dependent on commercial growth and other fee businesses.

Limited Margin Expansion

A stable-to-lower margin outlook limits the earnings benefit from any revenue recovery and signals that operating leverage may remain constrained. If commercial growth disappoints or costs rise, margin pressure could reduce profitability despite the company’s stronger revenue mix.

Reserve-Release Tailwind Fading

Slower or discontinued reserve releases would remove a favorable contributor to reported results and make earnings more dependent on current-period underwriting performance. The transition could create a headwind to profitability as claims experience determines future reserve adjustments.

First American Financial News

First American Appoints Darryl D. Button to Board

The latest update is out from First American Financial ( ($FAF) ). On November 3, 2026, First American appointed Darryl D. Button to its board of directors, with no committee

1w ago8K FAF

First American price target lowered to $79 from $82 at Keefe Bruyette

Keefe Bruyette analyst Bose George lowered the firm’s price target on First American (FAF) to $79 from $82 and keeps an Outperform rating on the shares. Published first on TheFly

2w agoFAF Y1F

First American Earnings Call: Commercial Strength, Tech Push

First American (($FAF)) has held its Q3 earnings call. Read on for the main highlights of the call. First American’s latest earnings call carried a notably upbeat tone, as management

2w agoFAF Y1F

First American price target lowered to $78 from $80 at Truist

Truist lowered the firm’s price target on First American (FAF) to $78 from $80 and keeps a Buy rating on the shares. The firm cites a modest shortfall in Q3

2w agoFAF Y1F

First American price target lowered to $75 from $79 at Barclays

Barclays analyst Terry Ma lowered the firm’s price target on First American (FAF) to $75 from $79 and keeps an Overweight rating on the shares. The firm updated the company’s

2w agoFAF Y1F

First American reports Q3 adjusted EPS $1.78, consensus $1.84

Reports Q3 revenue $2.085B, consensus $2.1B. “Continued growth in our commercial business and higher investment income drove our earnings this quarter,” said Mark Seaton, chief executive officer at First American

3w agoFAF Y1F

First American (FAF) Q3 Earnings Cheat Sheet

First American (FAF) is scheduled to report 3rd quarter earnings on 10/21/2026, after the market closes. Regarding Q3 estimates, Wall Street analysts expect First American to post earnings of $1.82

3w agoFAF Y1F

First American price target lowered to $80 from $85 at Truist

Truist analyst Mark Hughes lowered the firm’s price target on First American (FAF) to $80 from $85 and keeps a Buy rating on the shares, updating the firm’s estimates ahead

3w agoFAF Y1F

First American price target lowered to $82 from $86 at Keefe Bruyette

Keefe Bruyette analyst Bose George lowered the firm’s price target on First American (FAF) to $82 from $86 and keeps an Outperform rating on the shares. Published first on TheFly

1M agoFAF Y1F

First American price target lowered to $79 from $83 at Barclays

Barclays lowered the firm’s price target on First American (FAF) to $79 from $83 and keeps an Overweight rating on the shares. The firm adjusted targets in the consumer finance

1M agoFAF Y1F

First American raises quarterly dividend to 61c per share from 55c

The cash dividend is payable on October 5, 2026 to shareholders of record as of September 28, 2026. Published first on TheFly – the ultimate source for real-time, market-moving breaking

1M agoFAF Y1F

First American Title expands no-cost property title monitoring

First American (FAF) Title Insurance Company announced that its policy-issuing title agents can now offer their eligible clients a property title monitoring and fraud alert service at no additional cost

1M agoFAF Y1F

First American’s The REconomoy Podcast reaches 150 episodes

First American (FAF) Financial Corporation published the 150th episode of The REconomy Podcast, reaching the milestone nearly six years after it was launched. Designed to deliver economic insights for real

2M agoFAF Y1F

First American Earnings Call Highlights Commercial Strength

First American (($FAF)) has held its Q2 earnings call. Read on for the main highlights of the call. First American’s latest earnings call struck a distinctly upbeat tone, as management

3M agoFAF Y1F

FAF FAQ

What was First American Financial’s price range in the past 12 months?

First American Financial lowest stock price was $56.20 and its highest was $79.87 in the past 12 months.

What is First American Financial’s market cap?

First American Financial’s market cap is $6.91B.

When is First American Financial’s upcoming earnings report date?

First American Financial’s next earnings report is estimated for Feb 10, 2027 (not yet confirmed), which is in 90 days.

How were First American Financial’s earnings last quarter?

First American Financial released its earnings results on Oct 21, 2026. The company reported $1.72 earnings per share for the quarter, missing the consensus estimate of $1.81 by -$0.09.

Is First American Financial overvalued?

According to Wall Street analysts First American Financial’s price is currently Undervalued.

Does First American Financial pay dividends?

First American Financial pays a quarterly dividend of $0.61 which represents an annual dividend yield of 3.37%. See more information on First American Financial dividends here

What is First American Financial’s EPS estimate?

First American Financial’s EPS estimate is 1.64.

How many shares outstanding does First American Financial have?

First American Financial has 102,100,000 shares outstanding.

What happened to First American Financial’s price movement after its last earnings report?

First American Financial reported an EPS of $1.72 in its last earnings report, missing expectations of $1.81. Following the earnings report the stock price went down -2.091%.

Which hedge fund is a major shareholder of First American Financial?

Hedge funds hold First American Financial shares: the largest hedge-fund position in First American Financial is 71,884,905 shares, and hedge funds decreased their holdings by 2.2M shares last quarter.

What is the TipRanks Smart Score and how is it calculated?

Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

First American Financial Stock Smart Score

Neutral

Learn more about TipRanks Smart Score

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Company Description

First American Financial

First American Financial Corporation (FAF) delivers financial services primarily through its diverse subsidiaries. The company's operations are divided into two main divisions: Title Insurance and Services, and Specialty Insurance. The Title Insurance and Services division is a prominent issuer of title insurance policies for both residential and commercial properties. Beyond core insurance, this segment provides a broad spectrum of related offerings aimed at streamlining real estate transactions and reducing associated risks. These include facilitating property closings and escrow, offering appraisals and other valuation tools, managing lien releases, providing document custody services, and engaging in warehouse lending. Additionally, it supports services related to mortgage subservicing, default management, and even banking, trust, and wealth management. The company also assists clients with tax-deferred real estate exchanges and maintains extensive databases of title information. Its services are accessible via company-owned offices and independent agents across nearly all U.S. states (49 states plus the District of Columbia), as well as internationally in locations such as Canada, the United Kingdom, Australia, and South Korea. The Specialty Insurance division focuses on property and casualty coverage. It provides insurance for homeowners and renters, protecting them against liability and common hazards like fire, theft, vandalism, and various forms of property damage. This segment also offers residential service contracts, which cover the repair or replacement of crucial home systems—such as heating, air conditioning, and major appliances—if they malfunction due to normal use during the contract period. Founded in 1889, First American Financial Corporation is headquartered in Santa Ana, California.

First American Financial (FAF) Earnings & Revenues

Historic Earnings Reports

FAF Earnings Call

Q3 2026

0:00 / 0:00

Earnings Call SentimentPositive

The call was broadly positive, supported by record commercial performance, rising adjusted earnings, market-share gains, strong First American Trust and ServiceMac growth, and substantial progress on Endpoint and Sequoia. However, residential activity remains depressed, mortgage rates are elevated, Home Warranty profitability declined, expense and margin pressures remain, and management expects residential revenue to fall in 2027. The highlights significantly outweigh the lowlights, although the outlook remains dependent on continued commercial strength and successful technology execution.

View all FAF earnings summaries

FAF Net sales Breakdown

95.36% Title Insurance and Services
6.95% Specialty Insurance

FAF Stock 12 Month Forecast

Average Price Target

$77.33▲(15.47% Upside)

Past 12 Months12 Month ForecastFeb2026Nov2026

High$79.00

Average$77.33

Low$75.00

Detailed Analyst Forecast >

Technical Analysis

Overall Consensus

Indicator	Bullish	Neutral	Bearish
Overall Consensus	12	5	5
Technical Analysis	4	5	1
Moving Averages	8	0	4

Technical Analysis >

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Ownership Overview

3.40% Insiders
32.13% Mutual Funds
7.18% Other Institutional Investors
25.72% Public Companies and Individual Investors

Detailed Ownership Overview >

Options Prices

Expiration Date: Nov 20, 2026

CallsPuts

FAF call options for the Nov 20, 2026 expiration
Last Price	% Change	Strike
―	―	55.0
―	―	60.0
―	―	65.0
―	―	70.0
―	―	75.0
―	―	80.0

FAF put options for the Nov 20, 2026 expiration
Last Price	% Change
―	―
―	―
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Detailed Option Prices >

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FAF Stock Chart & Stats

Bulls Say, Bears Say

Bulls Say

Strong Cash Generation

Commercial Market Strength

Technology-Enabled Efficiency

Bears Say

Residential Market Weakness

Limited Margin Expansion

Reserve-Release Tailwind Fading

First American Financial News

First American Appoints Darryl D. Button to Board

First American price target lowered to $79 from $82 at Keefe Bruyette

First American Earnings Call: Commercial Strength, Tech Push

First American price target lowered to $78 from $80 at Truist

First American price target lowered to $75 from $79 at Barclays

First American reports Q3 adjusted EPS $1.78, consensus $1.84

First American (FAF) Q3 Earnings Cheat Sheet

First American price target lowered to $80 from $85 at Truist

First American price target lowered to $82 from $86 at Keefe Bruyette

First American price target lowered to $79 from $83 at Barclays

First American raises quarterly dividend to 61c per share from 55c

First American Title expands no-cost property title monitoring

First American’s The REconomoy Podcast reaches 150 episodes

First American Earnings Call Highlights Commercial Strength

FAF FAQ

First American Financial Stock Smart Score

Company Description

First American Financial

First American Financial (FAF) Earnings & Revenues

FAF Earnings Call

Earnings Call Sentiment|Positive

FAF Net sales Breakdown

FAF Stock 12 Month Forecast

Average Price Target

Technical Analysis

Overall Consensus

Similar Stocks

Ownership Overview

Options Prices

Popular Stocks

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Earnings Call SentimentPositive