First American

FAF

Market cap $6.01B

First American Financial (FAF) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

First American is set to gain from investments in technology, expanding valuation, data businesses and effective capital deployment.

Davis Asset Management increased its position by 811,642 shares in the third quarter. The trade represented an approximately 1.82% change in Davis Asset Management's 13F assets under management.

Despite double-digit revenue growth and margin expansion, First American is valued below its TTM revenue. Operational improvements, rate cuts, and real estate recovery are important tailwinds. Information and data services revenue is expected to generate greater value in the future.

First American's core housing market exposure limits near-term upside, though there are good results elsewhere in the business. Analysts don't have particularly upbeat estimates for 2026 and 2027 growth, but there is potential to outperform here if rates start to slide. In the meantime, First American has been buying back a fair bit of stock while extending its dividend growth streak to 15 years.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

CVE, CION, SBH, PCG and FAF stand out with attractive EV-to-EBITDA ratios and strong earnings outlooks.

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 November 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 tha.

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 announced that its powerful loan-level regulatory compliance tool, RegsData®, is now fully integrated into the MeridianLink® Mortgage loan origination system (LOS). This integration provides lenders with seamless, one-click access to compliance monit.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.