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FAF

First American Financial Corporation

FAF

NYSE·Financial Services·Insurance - Specialty·Mkt cap $7.4B

$72.75

-4.91%

P/E

10.05

Mkt Cap

$7.4B

52-Wk Range

$56.20–$79.87

52-Week Range

$56.20 - $79.87

P/E

10.05

Fwd P/E

10.45

Beta

1.23

Div Yield

3.02%

Avg Vol

864.8K

Shares Out

101.9M

Mkt Cap

$7.4B

Price action

Price chart

Up 6.8% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Extensive Title Plant Data and Records - Proprietary database providing operational efficiency
  • Nationwide Network - Direct operations and agents across 49 states plus international presence
  • Diversified Revenue Streams - Multiple income sources reduce dependence on single market segment
  • Brand Heritage and Trust - 130+ year history and market leadership in title insurance

Bear Case

1 risk

  • Average volatility.

Growth

Stable outlook

Housing Market Activity - Increased real estate transactions drive title insurance and escrow demand

Value

Fairly valued vs Property & Casualty Insurance peers

Momentum

Strong

+11.6% over 3m

Quality

Excellent

Exceptional business - top-tier fundamentals

Dividend

Solid

3.02% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 21, 2026

Q3 26 RECAP

JUL 22, 2026

Reported EPS of $2.08 vs $1.80 consensus (+15.6% surprise). Revenue of $2.1B vs $2.0B expected (+4.4%). Beat on both top and bottom lines.

EPS beat +15.6%
Rev beat +4.4%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+15.6%

Revenue trend · last 8Q

+14%

+42%

+23%

-93%

+107%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$1.4B

$1.6B

$1.5B

$1.8B

$1.9B

$2.0B

$101.4M

$3.8B

Margins · last 8Q

Gross

-1.7%

Operating

-4.2%

Profit

5.7%

Wall Street consensus

4 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

4

100%

Hold

0%

Sell

0%

Median Price Target

Latest: Benchmark · Jul 20, 2026

vs Industry

How FAF stacks vs Insurance - Specialty

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.