FAF

First American Financial Corp

NYSE · Title Insurance · Inc. DE · CIK 0001472787
$65.74 +1.39% $6.7B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)26 New Institutional Positions14 Institutional Exits
Vol
Market Cap$6.7B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (80%)
Inst. Holders50 funds
Inst. Value$3.8B
Inst. Activity26 buys / 14 sells
Insider Activity0B / 2S
Insider Net $-$867.7K
SEC Reports1
Exchange NYSE·Sector Title Insurance·Inc. DE·CIK 0001472787·Prev Close $64.84

Recent Activity

Jun 12, 2026 short_volume
Short Volume: FAF — 74.7% short (0.4M / 0.5M)
Short: 399,867 | Exempt: 2,257 | TRF Vol: 534,968 | Short Ratio: 74.7% | Off-exchange volume (dark p
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 disposed of 13,311 shares
Director
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.
WELLINGTON MANAGEMENT GROUP LLP — ADD
1,960,473 shares ($118.2M)
Inst.
Capital World Investors — NEW
1,870,000 shares ($112.7M)

Price Targets

$86.20 +31.1% upside Strong Buy
Current $65.74 Low $80.00 Median $85.00 High $95.00 5 analysts
$80.00 $95.00

Analyst Ratings

Strong Buy80% buy · 10 analysts
2Strong Buy
6Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 12, 2026 Stephens & Co. REITERATE Overweight → Overweight
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

Earnings Estimates

PeriodEPS Est.RangeGrowth#
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

Latest Reports

BULLISH 8-K 7/10
First American Financial reported Q1 2026 earnings with GAAP EPS of $1.21 (beat consensus of $1.05) and revenue of $1.84
Apr 22, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$556.2M—
FMR LLC$552.3M—
VANGUARD PORTFOLIO MANAGEMENT LLC$314.5M—
DIMENSIONAL FUND ADVISORS LP$279.5M—
VANGUARD CAPITAL MANAGEMENT LLC$264.7M—

Recent Insider Trades

DateInsiderTypeValue
May 5, 2026Cornehl LisaSELL$399.6K
Apr 29, 2026GILMORE DENNISD$0.00
Apr 24, 2026McCarthy MargaretSELL$468.0K
Feb 24, 2026Cornehl LisaF$116.3K
Feb 24, 2026Wajner MatthewF$44.4K
50 institutional holders with $3.8B total value (62,607,648 shares) as of 2026-Q1. Top holders: BlackRock,, FMR, VANGUARD. Net buying activity: 26 institutions added/increased vs 14 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.9,225,862$556.2M14.7%—
2FMR LLC9,160,679$552.3M14.6%—
3VANGUARD PORTFOLIO MANAGEMENT LLC5,215,995$314.5M8.3%—
4DIMENSIONAL FUND ADVISORS LP4,636,464$279.5M7.4%—
5VANGUARD CAPITAL MANAGEMENT LLC4,390,390$264.7M7.0%—
6ARIEL INVESTMENTS, LLC3,839,002$231.5M6.1%—
7STATE STREET CORP3,265,574$196.9M5.2%—
8WELLINGTON MANAGEMENT GROUP LLP1,960,473$118.2M3.1%ADD +32.9%
9Capital World Investors1,870,000$112.7M3.0%NEW
10MORGAN STANLEY1,684,466$101.6M2.7%—
11Capital Research Global Investors1,545,825$93.2M2.5%TRIM -54.7%
12CITADEL ADVISORS LLC1,520,425$91.7M2.4%—
13FIRST TRUST ADVISORS LP1,304,820$78.7M2.1%DOUBLED +110.2%
14ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,284,417$77.4M2.1%DOUBLED +469.7%
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,154,960$69.6M1.8%—
16FRONTIER CAPITAL MANAGEMENT CO LLC880,804$53.1M1.4%—
17FIL Ltd860,770$51.9M1.4%DOUBLED +1812.8%
18Woodline Partners LP792,133$47.8M1.3%NEW
19VICTORY CAPITAL MANAGEMENT INC660,201$39.8M1.1%—
20VANGUARD FIDUCIARY TRUST CO628,866$37.9M1.0%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WELLINGTON MANAGEMENT GROUP LLPADD1,475,2281,960,473+32.9%$118.2M2026-Q1
Capital World InvestorsNEW—1,870,000—$112.7M2026-Q1
Capital Research Global InvestorsTRIM3,415,8251,545,825-54.7%$93.2M2026-Q1
FIRST TRUST ADVISORS LPDOUBLED620,7031,304,820+110.2%$78.7M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED225,4681,284,417+469.7%$77.4M2026-Q1
FIL LtdDOUBLED45,000860,770+1812.8%$51.9M2026-Q1
Woodline Partners LPNEW—792,133—$47.8M2026-Q1
BANK OF AMERICA CORP /DE/ADD439,227624,123+42.1%$37.6M2026-Q1
Pictet Asset Management Holding SATRIM364,492263,255-27.8%$15.9M2026-Q1
LAZARD ASSET MANAGEMENT LLCTRIM432,924237,313-45.2%$14.3M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD152,419213,058+39.8%$12.8M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED33,993185,748+446.4%$11.2M2026-Q1
Allspring Global Investments Holdings, LLCTRIM173,958123,353-29.1%$7.3M2026-Q1
SEI INVESTMENTS COTRIM296,966106,190-64.2%$6.4M2026-Q1
Point72 Asset Management, L.P.TRIM292,815102,707-64.9%$6.2M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCADD56,65282,729+46.0%$5.0M2026-Q1
Mitsubishi UFJ Trust & Banking CorpDOUBLED10,37973,254+605.8%$4.4M2026-Q1
PRUDENTIAL FINANCIAL INCTRIM100,63164,911-35.5%$3.9M2026-Q1
MACKENZIE FINANCIAL CORPADD30,07957,713+91.9%$3.5M2026-Q1
FIFTH THIRD BANCORPDOUBLED62241,042+6498.4%$2.5M2026-Q1
CAPTRUST FINANCIAL ADVISORSADD25,00839,411+57.6%$2.4M2026-Q1
CAPITAL FUND MANAGEMENT S.A.TRIM59,07333,060-44.0%$2.0M2026-Q1
STRS OHIODOUBLED2,33032,327+1287.4%$1.9M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASDOUBLED3,37828,945+756.9%$1.7M2026-Q1
PICTON MAHONEY ASSET MANAGEMENTDOUBLED5,69726,553+366.1%$1.6M2026-Q1
14 unique insiders with 29 transactions. Net insider value: -$867.7K ($0.00 bought, $867.7K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 5, 2026Cornehl Lisa WSVP, Chief Legal OfficerSELL5,823.468$68.63$399.6K
Apr 29, 2026GILMORE DENNIS JDirectorD13,311——
Apr 24, 2026McCarthy Margaret MDirectorSELL6,630$70.59$468.0K
Feb 24, 2026Cornehl Lisa WSVP, Chief Legal OfficerTAX W/H1,753$66.34$116.3K
Feb 24, 2026Wajner Matthew F.EVP, Chief Financial OfficerTAX W/H670$66.34$44.4K
Feb 24, 2026Seaton Mark EdwardChief Executive OfficerTAX W/H5,323$66.34$353.1K
Feb 24, 2026Adams Steven AVP & Chief Accounting OfficerTAX W/H381$66.34$25.3K
Feb 23, 2026Adams Steven AVP & Chief Accounting OfficerTAX W/H509$67.36$34.3K
Feb 23, 2026Wajner Matthew F.EVP, Chief Financial OfficerTAX W/H835$67.36$56.2K
Feb 23, 2026Seaton Mark EdwardChief Executive OfficerTAX W/H7,030$67.36$473.5K
Feb 23, 2026Cornehl Lisa WSVP, Chief Legal OfficerTAX W/H1,563$67.36$105.3K
Feb 19, 2026DOTI JAMES LDirectorAWARD2,418——
Feb 19, 2026Wahl DeborahDirectorAWARD2,418——
Feb 19, 2026KENNEDY PARKER SDirectorAWARD2,418——
Feb 19, 2026Adams Steven AVP & Chief Accounting OfficerAWARD3,351——
Feb 19, 2026Cornehl Lisa WSVP, Chief Legal OfficerAWARD12,076——
Feb 19, 2026Seaton Mark EdwardChief Executive OfficerAWARD65,084——
Feb 19, 2026Wajner Matthew F.EVP, Chief Financial OfficerAWARD16,210——
Feb 19, 2026Spence Marsha ADirectorAWARD2,418——
Feb 19, 2026OMAN MARK CDirectorAWARD2,418——
Feb 19, 2026DAILEY JEFFREY JDirectorAWARD2,418——
Feb 19, 2026GILYARD REGINALD HAROLDDirectorAWARD2,418——
Feb 19, 2026McCarthy Margaret MDirectorAWARD2,418——
Feb 19, 2026GILMORE DENNIS JDirectorAWARD2,418——
Feb 19, 2026MCKEE MICHAEL DDirectorAWARD2,418——
Feb 4, 2026Wajner Matthew F.EVP, Chief Financial OfficerAWARD2,735——
Feb 4, 2026Seaton Mark EdwardChief Executive OfficerAWARD17,460——
Feb 4, 2026Cornehl Lisa WSVP, Chief Legal OfficerAWARD4,982——
Feb 4, 2026Adams Steven AVP & Chief Accounting OfficerAWARD2,050——
1 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 7.0/10.
BULLISH 8-K 7/10
First American Financial reported Q1 2026 earnings with GAAP EPS of $1.21 (beat consensus of $1.05)
Apr 22, 2026
∅

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 +31.1% upside Strong Buy (1.40)
$80.00 Low $95.00 High
MetricValue
Current Price$65.74
Target Low$80.00
Target Mean$86.20
Target Median$85.00
Target High$95.00
# Analysts5
RecommendationStrong Buy (1.40)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $1.85 $1.73 $1.98 20.6% +0.3% 1↑ 0↓ $2.0B 11.0% 5
Next Q
2026-09-30
 $1.85 $1.80 $1.91 8.9% +0.1% 1↑ 0↓ $2.1B 3.8% 5
Current FY
2026-12-31
 $6.87 $6.64 $7.04 13.6% -0.0% 0↑ 1↓ $8.0B 7.4% 5
Next FY
2027-12-31
 $7.26 $7.22 $7.30 5.7% -0.1% 0↑ 1↓ $8.4B 5.2% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.845
7d ago$1.845
30d ago$1.839+0.006
60d ago$1.798+0.047
90d ago$1.796+0.049
4 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 12, 2026 Stephens & Co. REITERATE Overweight Overweight
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

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262620080%
May 1, 20262620080%
Apr 1, 20262520078%
Mar 1, 20261530067%
Feb 1, 20261530067%
Jan 1, 20261530067%
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.

Jun 12, 2026
short_volume
Short Volume: FAF — 74.7% short (0.4M / 0.5M)
Short: 399,867 | Exempt: 2,257 | TRF Vol: 534,968 | Short Ratio: 74.7% | Off-exchange volume (dark pool + OTC)
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.