First American Financial's Q2 2026 results reveal a strategic pivot toward higher-margin commercial transactions, which are on pace for a record year and helped drive EPS to $2.12 despite a 99.3% revenue decline. The company's underwriting discipline is eviden...
Price trend, volume and key moving averages
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 22, 2026 | $2.08+15.6% vs $1.80 | $2.1B+4.4% vs $2.0B |
Q2 2026 Apr 22, 2026 | $1.33-26.5% vs $1.81 | $2.1B+18.3% vs $1.8B |
Q1 2026 Feb 11, 2026 | $2.05+43.4% vs $1.43 | $2.0B+13.8% vs $1.8B |
Q4 2025 Oct 22, 2025 | $1.70+19.7% vs $1.42 | $2.0B+5.1% vs $1.9B |
Zacks Property and Casualty Insurance players like BRK.B, TRV, THG, FAF and ESNT are likely to benefit from digitalization, interest rate rise and higher policy renewal rate.
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.
First American Financial Corporation (NYSE: FAF - Get Free Report) has been assigned an average recommendation of "Moderate Buy" from the eight ratings firms that are currently covering the stock, Marketbeat.com reports. One investment analyst has rated the stock with a hold recommendation and seven have issued a buy recommendation on the company. The average 12-month
FAF raises its quarterly dividend 11% to 61 cents, supported by strong liquidity, capital management and a solid dividend track record.
Benchmark FAF against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for First American Financial Corporation (FAF)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $69.24 | $7.07B | 11.54 | 21.64% | 8.35% | 11.93% | 3.11% | |
| $42.55 | $11.45B | 19.25 | 8.61% | 5.05% | 8.62% | — | |
| $62.89 | $1.91B | 15.57 | 17.32% | 4.12% | 8.36% | — | |
| $292.86 | $552.92M | 15.77 | 5.6% | 13.8% | 14.63% | — | |
| $29.29 | $6.01B | 9.33 | 0.49% | 59.2% | 13.9% | — | |
| $34.69 | $4.61B | 8.38 | -3.36% | 32.45% | 11.26% | — |
First American Financial Corporation (FAF) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
First American Financial Corporation (FAF) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 22, 2026·SEC
May 15, 2026·SEC
Apr 29, 2026·SEC
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First American Financial Corporation (FAF) stock FAQ — growth, dividends, profitability & financials explained
First American Financial Corporation (FAF) grew revenue by 21.6% over the past year. This is strong growth.
Yes, First American Financial Corporation (FAF) is profitable, generating $745.1M in net income for fiscal year 2025 (8.4% net margin).
Yes, First American Financial Corporation (FAF) pays a dividend with a yield of 3.11%. This makes it attractive for income-focused investors.
First American Financial Corporation (FAF) has a return on equity (ROE) of 11.9%. This is reasonable for most industries.
First American Financial Corporation (FAF) has a combined ratio of 88.9%. A ratio below 100% indicates underwriting profitability.
