US · Financial Services · Insurance - Specialty
EPS came in at 1.78 against a street estimate of 1.85 — a miss of 3.8%.
Analysts rate First American Corporation a strong buy (5 buy, 0 hold, 0 sell out of 5) with an average price target of $79.00.
MIXED Commercial reached records and technology rollout accelerated, but residential volumes remain weak, 2027 revenue is expected roughly flat, and margins may contract slightly. Q3 FY26 Sequoia launched in additional Southern California counties and expanded across Northern California; broader Northern California and Florida expansion is planned in Q4. Analysts focused on 2027 margins, technology rollout execution, commercial durability, and bank growth. Management emphasized disciplined investment, change-management risk, continued commercial strength, and modest margin pressure. 2026-10-22…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.19% |
| FMR Inc | 8.97% |
| Boston Partners Global Investors, Inc | 5.72% |
| Vanguard Portfolio Management, LLC | 5.30% |
| Dimensional Fund Advisors, Inc. | 4.80% |
| Vanguard Capital Management, LLC | 4.33% |
| State Street Corp | 3.32% |
| Ariel Investments, LLC | 3.16% |
| Document | Date |
|---|---|
| Board / officer change · Q4 2026 OTHER NOTABLE POINTS • First American Financial Corporation appointed Darryl D. Button to its Board of Directors on November 3, 2026. • Mr. Button h | 2026-11-03 |
| Quarterly report · Q3 2026 HEADLINE NUMBERS • First American Financial reported third-quarter 2026 revenue of $2,084.6 million, up from $1,978.9 million in the third quarter of | 2026-10-23 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $2,084.6 million, up 5% from $1,978.9 million. • Net income attributable to the company was $177.0 | 2026-10-21 |
| Quarterly report · Q2 2026 FIRST AMERICAN FINANCIAL CORPORATION – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net income (6 months): $343.6 million, up 56% from $220.3 million in | 2026-07-23 |
| Results announced · Q3 2026 FIRST AMERICAN FINANCIAL CORPORATION – Q2 2026 SUMMARY HEADLINE NUMBERS • Earnings per diluted share (EPS): $2.12 reported; $2.08 adjusted (up 36% a | 2026-07-22 |
| Charter / bylaws change · Q2 2026 FIRST AMERICAN FINANCIAL CORPORATION (FAF) – 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held May 12, 2026 • Three Class I director no | 2026-05-15 |
| Board / officer change · Q2 2026 FIRST AMERICAN FINANCIAL CORPORATION – 8-K SUMMARY OTHER NOTABLE POINTS • Executive Compensation Change (April 29, 2026): Dennis J. Gilmore, Executi | 2026-04-29 |
| Quarterly report · Q1 2026 FIRST AMERICAN FINANCIAL CORPORATION - 10-Q SUMMARY Quarter Ended March 31, 2026 --- HEADLINE NUMBERS • Total Assets: $17,936.6 million (March 31, | 2026-04-24 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.61 / share ex-date Dec 8, 2026 · pay Dec 15, 2026 | 2026-12-08 |
| Dividend | $0.61 / share ex-date Sep 28, 2026 · pay Oct 5, 2026 | 2026-09-28 |
| Dividend | $0.55 / share ex-date Jun 8, 2026 · pay Jun 15, 2026 | 2026-06-08 |
| Dividend | $0.55 / share ex-date Mar 9, 2026 · pay Mar 16, 2026 | 2026-03-09 |
| Dividend | $0.55 / share ex-date Dec 8, 2025 · pay Dec 15, 2025 | 2025-12-08 |
| Announcement | Date |
|---|---|
| Raised dividend 11% and reported share repurchases First American Financial (FAF) reported mixed third-quarter 2026 results. Revenue rose 5% year over year to $2.085 billion, while reported net income fell to $177 million, or $1.72 per dilut | 2026-10-21 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.