First American Financial Corporation (FAF)

Over the past six months, First American Financial Corp.'s stock price has declined. As of March 27, 2026, the share price was $58.47, a 10.91% decrease from March 31, 2025. The stock was down 15.24% over the past 30 days and 9.22% over the past 12 months as of March 31, 2026. The company reported its quarterly earnings on February 11, 2026, with shares gaining +2.8% the following day, but has since drifted 11.5% lower. First American Financial declared a quarterly cash dividend of 55 cents per common share, effective from September 2025, representing a 2% increase. Analysts have given the stock a "Moderate Buy" consensus rating, with an average twelve-month price target of $78.50.

The demand for First American Financial Corp.'s products and services is influenced by factors such as commercial real estate volumes, which fluctuate based on local supply and demand and financing availability. In 2025, the company's direct title operations saw a 10.7% increase in domestic title orders, reflecting heightened activity in the real estate market, particularly in residential refinance transactions. The company's diverse revenue streams from commercial, home warranty, and direct-to-consumer channels provide earnings stability and insulate against real estate market cycles.

First American Financial Corp. (FAF) is a financial services company specializing in title insurance and settlement services for the real estate and mortgage industries. It operates within the Financial Services sector, specifically in the Insurance - Specialty industry, offering a range of products and services, including title insurance, closing/settlement services, title plant management, real property records, valuation products, home warranty products, property and casualty insurance, and banking, trust, and investment advisory services. First American serves homebuyers and sellers, real estate professionals, loan originators and servicers, commercial property professionals, and homebuilders.

First American Financial Corp. operates extensively across the United States and internationally, with direct operations in countries including Canada, the United Kingdom, South Korea, Australia, and New Zealand. International operations contributed approximately 7.6% of the title insurance and services segment revenues in 2025.

First American Financial Corp. has maintained a strong brand reputation, being named one of the "PEOPLE Companies that Care" for the fourth time in August 2025, based on its commitment to employees, families, and communities. First American was also recognized as one of the "100 Best Companies to Work For" by Great Place to Work® and Fortune Magazine for the tenth consecutive year in 2025. Additionally, in 2024, it was named one of the "Best Workplaces for Women™" for the ninth consecutive year and one of the "Best Workplaces in Financial Services & Insurance™" for the eighth straight year. The company also achieved a top score of 100 on the 2023-2024 Human Rights Campaign Foundation's Corporate Equality Index for LGBTQ+ workplace equality.

First American Financial Corp.'s ownership is primarily composed of institutional investors, who held 89.6% of the company's total outstanding shares as of September 2025. Major institutional shareholders include Vanguard Group Inc., Fmr Llc, BlackRock, Inc., Boston Partners, Dimensional Fund Advisors Lp, Ariel Investments, Llc, Capital Research Global Investors, State Street Corp, Geode Capital Management, Llc, and Morgan Stanley. Individual investors hold approximately 3.43% of the shares.