First American Financial (NYSE:FAF) Price Target Raised to $86.00

First American Financial (NYSE:FAF) had its target price raised by Keefe, Bruyette & Woods from $84.00 to $86.00 in a report released on Friday,Benzinga reports. They currently have an outperform rating on the insurance provider’s stock.

A number of other equities research analysts have also recently commented on FAF. Zacks Research cut shares of First American Financial from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, June 23rd. Weiss Ratings restated a “buy (b)” rating on shares of First American Financial in a research report on Monday, July 20th. Truist Financial upped their price target on shares of First American Financial from $82.00 to $85.00 and gave the company a “buy” rating in a report on Friday, April 24th. Stephens reiterated an “overweight” rating and issued a $84.00 price target on shares of First American Financial in a research report on Friday, June 12th. Finally, Benchmark initiated coverage on shares of First American Financial in a research note on Tuesday, July 21st. They set a “buy” rating and a $85.00 price objective for the company. Seven research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $84.60.

First American Financial Stock Performance

FAF opened at $75.11 on Friday. The company has a market cap of $7.67 billion, a price-to-earnings ratio of 10.40, a PEG ratio of 0.71 and a beta of 1.23. First American Financial has a one year low of $56.20 and a one year high of $75.96. The business’s fifty day moving average is $68.38 and its two-hundred day moving average is $66.00.

First American Financial (NYSE:FAF) last announced its quarterly earnings results on Wednesday, July 22nd. The insurance provider reported $2.08 earnings per share for the quarter, beating analysts’ consensus estimates 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 13.31% and a net margin of 9.33%.The business’s revenue for the quarter was up 15.0% on a year-over-year basis. During the same quarter last year, the business posted $1.53 earnings per share. On average, analysts predict that First American Financial will post 6.91 EPS for the current fiscal year.

First American Financial Announces Dividend

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

Insider Buying and Selling

In related news, SVP Lisa W. Cornehl sold 5,823 shares of the business’s stock in a transaction dated 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 transaction, the senior vice president owned 29,635 shares of the company’s stock, valued at approximately $2,033,850.05. The trade was a 16.42% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 3.50% of the company’s stock.

Institutional Investors Weigh In On First American Financial

Hedge funds have recently modified their holdings of the company. Boston Partners raised its position in shares of First American Financial by 8.9% in the third quarter. Boston Partners now owns 6,133,594 shares of the insurance provider’s stock valued at $393,690,000 after buying an additional 500,649 shares during the last quarter. Northwestern Mutual Wealth Management Co. boosted its position in First American Financial by 4,485,375.2% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 5,786,263 shares of the insurance provider’s stock worth $355,508,000 after acquiring an additional 5,786,134 shares during the last quarter. Dimensional Fund Advisors LP grew its stake in First American Financial by 5.6% in the 1st quarter. Dimensional Fund Advisors LP now owns 4,636,464 shares of the insurance provider’s stock worth $279,529,000 after acquiring an additional 245,279 shares during the period. Capital Research Global Investors grew its stake in First American Financial by 3.3% in the 4th quarter. Capital Research Global Investors now owns 3,415,825 shares of the insurance provider’s stock worth $209,868,000 after acquiring an additional 109,242 shares during the period. Finally, Geode Capital Management LLC grew its stake in First American Financial by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 1,793,179 shares of the insurance provider’s stock worth $110,200,000 after acquiring an additional 19,752 shares during the period. 89.05% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about First American Financial

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.