First American
About: First American Financial Corp is a financial services business providing insurance through segments: Title insurance and related services segment include real estate insurance, property closing services, third-party handling of real estate funds (escrow), risk mitigation, real estate data products, and related real estate transaction services; The home warranty segment provides residential service contracts that cover residential systems, such as heating and air conditioning systems, and certain appliances against failures that occur as the result of normal usage during the coverage period; and The corporate segment includes investments in venture-stage companies, certain financing facilities and corporate services supporting the company's business operations.
Employees: 19,038
0
Funds holding %
of 7,324 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
131% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 35
14% more funds holding in top 10
Funds holding in top 10: 7 [Q4 2024] → 8 (+1) [Q1 2025]
10% more funds holding
Funds holding: 402 [Q4 2024] → 441 (+39) [Q1 2025]
6% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 144
2% more capital invested
Capital invested by funds: $5.71B [Q4 2024] → $5.83B (+$126M) [Q1 2025]
2.51% less ownership
Funds ownership: 88.71% [Q4 2024] → 86.21% (-2.51%) [Q1 2025]
46% less call options, than puts
Call options by funds: $984K | Put options by funds: $1.83M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$70
16%
upside
Avg. target
$75
24%
upside
High target
$79
31%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
Keefe, Bruyette & Woods Bose George | 31%upside $79 | Outperform Maintained | 28 Jul 2025 |
Barclays Terry Ma | 16%upside $70 | Equal-Weight Maintained | 8 Jul 2025 |
Financial journalist opinion
Based on 18 articles about FAF published over the past 30 days
Neutral
Business Wire
3 days ago
First American Title Launches AgentNet® Assist Generative AI Tool, Enhancing Productivity for Title Agents
SANTA ANA, Calif.--(BUSINESS WIRE)--First American Title Insurance Company, a leading provider of title insurance and settlement services and the largest subsidiary of First American Financial Corporation (NYSE: FAF), today announced the launch of its AgentNet® Assist tool, a generative artificial intelligence (AI) experience that instantly searches and summarizes First American's industry-leading underwriting expertise and proprietary data. Rolling out nationally now to First American policy-i.
Positive
Seeking Alpha
5 days ago
First American Financial: Good Q2 Results, But Not Yet A Buy
First American Financial has a great business model, but its results have been hampered by a weaker housing market. Q2 results were solid, powered by a big jump in commercial revenues. That said, First American is still primarily a residential title player, and I don't see signs of an imminent turnaround on that front.
Positive
Zacks Investment Research
6 days ago
FAF's Q2 Earnings Beat on Solid Commercial Business, Investment Income
FAF posts 20% EPS growth and 14% revenue gain in Q2 2025, driven by higher premiums, escrow fees, and investment income.
Neutral
Seeking Alpha
6 days ago
First American Financial Corporation (FAF) Q2 2025 Earnings Call Transcript
First American Financial Corporation (NYSE:FAF ) Q2 2025 Earnings Conference Call July 24, 2025 11:00 AM ET Company Participants Craig Barberio - Vice President of Investor Relations Mark Edward Seaton - Chief Executive Officer Matthew Feivish Wajner - VP & CFO Conference Call Participants Bose Thomas George - Keefe, Bruyette, & Woods, Inc., Research Division Mark Christian DeVries - Deutsche Bank AG, Research Division Maxwell Fritscher - Truist Securities, Inc., Research Division Terry Ma - Barclays Bank PLC, Research Division Operator Greetings, and welcome to the First American Financial Corporation Second Quarter Earnings Conference Call. [Operator Instructions] A copy of today's press release is available on First American's website at www.firstam.com/investor.
Neutral
The Motley Fool
1 week ago
First American Q2 Earnings Jump 21%
First American Q2 Earnings Jump 21%
Positive
Zacks Investment Research
1 week ago
First American Financial (FAF) Q2 Earnings and Revenues Beat Estimates
First American Financial (FAF) came out with quarterly earnings of $1.53 per share, beating the Zacks Consensus Estimate of $1.4 per share. This compares to earnings of $1.27 per share a year ago.
Neutral
Business Wire
1 week ago
First American Financial Reports Second Quarter 2025 Results
SANTA ANA, Calif.--(BUSINESS WIRE)--First American Financial Corporation (NYSE: FAF), a premier provider of title, settlement and risk solutions for real estate transactions and the leader in the digital transformation of its industry, today announced financial results for the second quarter ended June 30, 2025. Current Quarter Highlights Earnings per diluted share of $1.41, or $1.53 per share on an adjusted basis Net investment losses of $10 million, or 7 cents per diluted share Purchase-relat.
Positive
Seeking Alpha
2 weeks ago
45 Barron's 2025 Mid-Year Pro-Picks: 3 Ideal July DiviDogs
I analyze Barron's Mid-Year 2025 Roundtable Pro Picks using the yield-based 'dogcatcher' method to identify high-yield, safer dividend stocks. AT&T, Tegna, and Pitney Bowes stand out as 'safer' dividend dogs, with prices below annual dividends from $1,000 invested, signaling attractive entry points. The top ten high-yield picks offer projected 24.3% average net gains by July 2026, with lower-than-market volatility, but some face negative free cash flow margins.
Neutral
Business Wire
2 weeks ago
The Great House Price Slowdown Continued in June, According to First American Data & Analytics Monthly Home Price Index Report
SANTA ANA, Calif.--(BUSINESS WIRE)--First American Data & Analytics, a leading national provider of property-centric information, risk management and valuation solutions and a division of First American Financial Corporation (NYSE: FAF), today released its June 2025 Home Price Index (HPI) report. The report tracks home price changes less than four weeks behind real time at the national, state and metropolitan (Core-Based Statistical Area) levels and includes metropolitan price tiers that se.
Neutral
Business Wire
2 weeks ago
New York-Jersey City-White Plains Home Prices Up 2.7% Year Over Year in June, According to First American Data & Analytics Monthly Home Price Index Report
SANTA ANA, Calif.--(BUSINESS WIRE)--First American Data & Analytics, a leading national provider of property-centric information, risk management and valuation solutions and a division of First American Financial Corporation (NYSE: FAF), today released its June 2025 Home Price Index (HPI) report. The report tracks home price changes less than four weeks behind real time at the national, state and metropolitan (Core-Based Statistical Area) levels and includes metropolitan price tiers that se.
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