FA
FAF
First American Financial Corp
$65.17
-2.76%
$6.6B
No data for this timeframe.
Vol
Market Cap$6.6B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (80%)
Inst. Holders10 funds
Inst. Value$1.7B
Inst. Activity1 buys / 2 sells
Insider Activity0B / 2S
Insider Net $-$867.7K
SEC Reports1
Recent Activity
May 18, 2026
dark_pool
Dark Pool: FAF — 1.6M shares, 32,861 trades
Week starting 2026-05-18. Total ATS volume: 1,555,492 shares across 32,861 trades.
May 5, 2026
Insider
Cornehl Lisa W sold 5,823.468 shares
SVP, Chief Legal Officer @ $68.63 ($399.6K)
Apr 29, 2026
Insider
GILMORE DENNIS J sold 13,311 shares
Director @ $0.00 ($0.00)
Apr 24, 2026
Insider
McCarthy Margaret M sold 6,630 shares
Director @ $70.59 ($468.0K)
Apr 22, 2026
SEC
First American Financial reported Q1 2026 earnings with GAAP EPS of $1.21 (beat consensus of $1.05) and revenue of $1.84
8-K — Impact 7/10
Inst.
NORGES BANK — NEW
1,220,879 shares ($75.0M)
Inst.
BANK OF AMERICA CORP — TRIM
439,227 shares ($27.0M)
Price Targets
$86.20
+29.8% upside
Strong Buy
Current $66.42
Low $80.00
Median $85.00
High $95.00
5 analysts
$80.00
$95.00
Analyst Ratings
2Strong Buy
6Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 27, 2026 | Stephens & Co. | MAINTAIN | Overweight → Overweight |
| Apr 24, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| Apr 24, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
| Apr 6, 2026 | Barclays | UPGRADE | Equal-Weight → Overweight |
| Mar 2, 2026 | Stephens & Co. | UPGRADE | Equal-Weight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.85 | $1.73 — $1.98 | 21% YoY | 5 |
| Next Q | $1.85 | $1.80 — $1.91 | 9% YoY | 5 |
| Current FY | $6.87 | $6.64 — $7.04 | 14% YoY | 5 |
| Next FY | $7.26 | $7.22 — $7.30 | 6% YoY | 5 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $625.9M | — |
| FMR LLC | $562.8M | ADD |
| ARIEL INVESTMENTS, LLC | $240.7M | — |
| MORGAN STANLEY | $97.2M | ADD |
| NORGES BANK | $75.0M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 5, 2026 | Cornehl Lisa | SELL | $399.6K |
| Apr 29, 2026 | GILMORE DENNIS | D | $0.00 |
| Apr 24, 2026 | McCarthy Margaret | SELL | $468.0K |
| Feb 24, 2026 | Cornehl Lisa | F | $116.3K |
| Feb 24, 2026 | Wajner Matthew | F | $44.4K |
10 institutional holders with $1.7B total value (28,111,283 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, ARIEL. Net selling activity: 2 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 10,187,929 | $625.9M | 36.2% | — |
| 2 | FMR LLC | 9,160,719 | $562.8M | 32.6% | ADD +49.0% |
| 3 | ARIEL INVESTMENTS, LLC | 3,917,150 | $240.7M | 13.9% | — |
| 4 | MORGAN STANLEY | 1,582,554 | $97.2M | 5.6% | ADD +41.0% |
| 5 | NORGES BANK | 1,220,879 | $75.0M | 4.3% | NEW |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,122,650 | $69.0M | 4.0% | NEW |
| 7 | BANK OF AMERICA CORP /DE/ | 439,227 | $27.0M | 1.6% | TRIM -31.2% |
| 8 | TWO SIGMA INVESTMENTS, LP | 389,915 | $24.0M | 1.4% | DOUBLED +163.5% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 70,200 | $4.3M | 0.2% | TRIM -73.5% |
| 10 | WELLS FARGO & COMPANY/MN | 20,060 | $1.2M | 0.1% | NEAR_EXIT -79.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,220,879 | — | $75.0M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 638,460 | 439,227 | -31.2% | $27.0M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 264,500 | 70,200 | -73.5% | $4.3M | 2025-Q4 |
| UBS Group AG | ADD | 612,919 | 767,875 | +25.3% | $49.3M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 177,513 | 467,823 | +163.5% | $30.1M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 197,945 | 264,500 | +33.6% | $17.0M | 2025-Q3 |
| NORGES BANK | EXIT | 1,256,609 | 0 | -100.0% | $0.00 | 2025-Q3 |
| FMR LLC | ADD | 6,209,499 | 9,250,705 | +49.0% | $567.9M | 2025-Q2 |
| MORGAN STANLEY | ADD | 1,336,637 | 1,884,030 | +41.0% | $115.7M | 2025-Q2 |
| NORGES BANK | NEW | — | 1,256,609 | — | $77.1M | 2025-Q2 |
| UBS Group AG | ADD | 329,237 | 612,919 | +86.2% | $37.6M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 145,700 | 197,945 | +35.9% | $12.2M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 46,527 | 177,513 | +281.5% | $10.9M | 2025-Q2 |
| UBS Group AG | TRIM | 703,882 | 329,237 | -53.2% | $21.6M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 198,000 | 145,700 | -26.4% | $9.6M | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 60,300 | 137,408 | +127.9% | $9.0M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | NEAR_EXIT | 89,071 | 18,610 | -79.1% | $1.2M | 2025-Q1 |
| NORGES BANK | EXIT | 1,213,644 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 81,890 | 703,882 | +759.5% | $44.0M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 177,418 | 89,071 | -49.8% | $5.6M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,118,145 | — | $73.8M | 2024-Q3 |
14 unique insiders with 2 transactions. Net insider value: -$867.7K ($0.00 bought, $867.7K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 5, 2026 | Cornehl Lisa W | SVP, Chief Legal Officer | SELL | 5,823.468 | $68.63 | $399.6K |
| Apr 29, 2026 | GILMORE DENNIS J | Director | D | 13,311 | $0.00 | $0.00 |
| Apr 24, 2026 | McCarthy Margaret M | Director | SELL | 6,630 | $70.59 | $468.0K |
| Feb 24, 2026 | Cornehl Lisa W | SVP, Chief Legal Officer | F | 1,753 | $66.34 | $116.3K |
| Feb 24, 2026 | Wajner Matthew F. | EVP, Chief Financial Officer | F | 670 | $66.34 | $44.4K |
| Feb 24, 2026 | Seaton Mark Edward | Chief Executive Officer | F | 5,323 | $66.34 | $353.1K |
| Feb 24, 2026 | Adams Steven A | VP & Chief Accounting Officer | F | 381 | $66.34 | $25.3K |
| Feb 23, 2026 | Adams Steven A | VP & Chief Accounting Officer | F | 509 | $67.36 | $34.3K |
| Feb 23, 2026 | Wajner Matthew F. | EVP, Chief Financial Officer | F | 835 | $67.36 | $56.2K |
| Feb 23, 2026 | Seaton Mark Edward | Chief Executive Officer | F | 7,030 | $67.36 | $473.5K |
| Feb 23, 2026 | Cornehl Lisa W | SVP, Chief Legal Officer | F | 1,563 | $67.36 | $105.3K |
| Feb 19, 2026 | DOTI JAMES L | Director | A | 2,418 | $0.00 | $0.00 |
| Feb 19, 2026 | Wahl Deborah | Director | A | 2,418 | $0.00 | $0.00 |
| Feb 19, 2026 | KENNEDY PARKER S | Director | A | 2,418 | $0.00 | $0.00 |
| Feb 19, 2026 | Adams Steven A | VP & Chief Accounting Officer | A | 3,351 | $0.00 | $0.00 |
| Feb 19, 2026 | Cornehl Lisa W | SVP, Chief Legal Officer | A | 12,076 | $0.00 | $0.00 |
| Feb 19, 2026 | Seaton Mark Edward | Chief Executive Officer | A | 65,084 | $0.00 | $0.00 |
| Feb 19, 2026 | Wajner Matthew F. | EVP, Chief Financial Officer | A | 16,210 | $0.00 | $0.00 |
| Feb 19, 2026 | Spence Marsha A | Director | A | 2,418 | $0.00 | $0.00 |
| Feb 19, 2026 | OMAN MARK C | Director | A | 2,418 | $0.00 | $0.00 |
| Feb 19, 2026 | DAILEY JEFFREY J | Director | A | 2,418 | $0.00 | $0.00 |
| Feb 19, 2026 | GILYARD REGINALD HAROLD | Director | A | 2,418 | $0.00 | $0.00 |
| Feb 19, 2026 | McCarthy Margaret M | Director | A | 2,418 | $0.00 | $0.00 |
| Feb 19, 2026 | GILMORE DENNIS J | Director | A | 2,418 | $0.00 | $0.00 |
| Feb 19, 2026 | MCKEE MICHAEL D | Director | A | 2,418 | $0.00 | $0.00 |
| Feb 4, 2026 | Wajner Matthew F. | EVP, Chief Financial Officer | A | 2,735 | $0.00 | $0.00 |
| Feb 4, 2026 | Seaton Mark Edward | Chief Executive Officer | A | 17,460 | $0.00 | $0.00 |
| Feb 4, 2026 | Cornehl Lisa W | SVP, Chief Legal Officer | A | 4,982 | $0.00 | $0.00 |
| Feb 4, 2026 | Adams Steven A | VP & Chief Accounting Officer | A | 2,050 | $0.00 | $0.00 |
1 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 7.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (80% buy). Based on 10 analysts: 2 strong buy, 6 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$86.20 mean target
+29.8% upside
Strong Buy (1.40)
$80.00 Low
$95.00 High
| Metric | Value |
|---|---|
| Current Price | $66.42 |
| Target Low | $80.00 |
| Target Mean | $86.20 |
| Target Median | $85.00 |
| Target High | $95.00 |
| # Analysts | 5 |
| Recommendation | Strong Buy (1.40) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.85 | $1.73 | $1.98 | 20.6% | +0.3% | 4↑ 0↓ | $2.0B | 11.0% | 5 |
| Next Q 2026-09-30 |
$1.85 | $1.80 | $1.91 | 8.9% | +0.1% | 1↑ 1↓ | $2.1B | 3.8% | 5 |
| Current FY 2026-12-31 |
$6.87 | $6.64 | $7.04 | 13.6% | -0.0% | 5↑ 0↓ | $8.0B | 7.4% | 5 |
| Next FY 2027-12-31 |
$7.26 | $7.22 | $7.30 | 5.7% | -0.1% | 5↑ 0↓ | $8.4B | 5.2% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.845 | |
| 7d ago | $1.839 | +0.006 |
| 30d ago | $1.839 | +0.006 |
| 60d ago | $1.796 | +0.049 |
| 90d ago | $1.802 | +0.043 |
4 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 27, 2026 | Stephens & Co. | MAINTAIN | Overweight | Overweight |
| Apr 24, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Apr 24, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Apr 6, 2026 | Barclays | UPGRADE | Equal-Weight | Overweight |
| Mar 2, 2026 | Stephens & Co. | UPGRADE | Equal-Weight | Overweight |
| Feb 17, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Feb 13, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 6, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Dec 18, 2025 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% | |
| May 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% | |
| Apr 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Mar 1, 2026 | 1 | 5 | 3 | 0 | 0 | 67% | |
| Feb 1, 2026 | 1 | 5 | 3 | 0 | 0 | 67% | |
| Jan 1, 2026 | 1 | 5 | 3 | 0 | 0 | 67% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 18, 2026
dark_pool
Dark Pool: FAF — 1.6M shares, 32,861 trades
Week starting 2026-05-18. Total ATS volume: 1,555,492 shares across 32,861 trades.
May 11, 2026
dark_pool
Dark Pool: FAF — 1.3M shares, 34,116 trades
Week starting 2026-05-11. Total ATS volume: 1,294,742 shares across 34,116 trades.
May 4, 2026
dark_pool
Dark Pool: FAF — 1.2M shares, 33,478 trades
Week starting 2026-05-04. Total ATS volume: 1,157,254 shares across 33,478 trades.
Apr 27, 2026
dark_pool
Dark Pool: FAF — 1.6M shares, 40,808 trades
Week starting 2026-04-27. Total ATS volume: 1,643,329 shares across 40,808 trades.
Apr 22, 2026
earnings_calendar
FAF Q1 2026 Earnings Scheduled — 2026-04-22
Apr 20, 2026
dark_pool
Dark Pool: FAF — 1.7M shares, 39,244 trades
Week starting 2026-04-20. Total ATS volume: 1,704,266 shares across 39,244 trades.
Apr 13, 2026
dark_pool
Dark Pool: FAF — 1.2M shares, 28,658 trades
Week starting 2026-04-13. Total ATS volume: 1,159,492 shares across 28,658 trades.
Apr 6, 2026
dark_pool
Dark Pool: FAF — 1.5M shares, 33,259 trades
Week starting 2026-04-06. Total ATS volume: 1,542,682 shares across 33,259 trades.
Mar 30, 2026
dark_pool
Dark Pool: FAF — 1.2M shares, 28,868 trades
Week starting 2026-03-30. Total ATS volume: 1,191,409 shares across 28,868 trades.
Mar 23, 2026
dark_pool
Dark Pool: FAF — 1.2M shares, 32,251 trades
Week starting 2026-03-23. Total ATS volume: 1,175,320 shares across 32,251 trades.
Mar 16, 2026
dark_pool
Dark Pool: FAF — 2.3M shares, 45,819 trades
Week starting 2026-03-16. Total ATS volume: 2,256,165 shares across 45,819 trades.
Mar 13, 2026
short_interest
FTD: FAF — 19,772 shares ($1.3M) failed to deliver
Settlement: 20260313, Price: $63.39, FTD Value: $1,253,347.08, FIRST AMERICAN FINANCIAL CORPO
Mar 9, 2026
dark_pool
Dark Pool: FAF — 1.1M shares, 29,313 trades
Week starting 2026-03-09. Total ATS volume: 1,139,554 shares across 29,313 trades.
Mar 2, 2026
dark_pool
Dark Pool: FAF — 1.4M shares, 30,405 trades
Week starting 2026-03-02. Total ATS volume: 1,356,875 shares across 30,405 trades.
Feb 23, 2026
dark_pool
Dark Pool: FAF — 1.4M shares, 33,916 trades
Week starting 2026-02-23. Total ATS volume: 1,433,090 shares across 33,916 trades.