First American Financial (FAF) Panoramica del titolo
First American Financial Corporation, attraverso le sue controllate, fornisce servizi finanziari. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 0/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 5/6 |
Premi
Analisi del rischio
FAF ha superato i nostri controlli di rischio.
FAF Community Fair Values
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Analyst Price Targets
Concorrenti di First American Financial Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$71.76 |
| Massimo di 52 settimane | US$79.87 |
| Minimo di 52 settimane | US$56.20 |
| Beta | 1.24 |
| Variazione di 1 mese | -4.49% |
| Variazione a 3 mesi | 5.22% |
| Variazione di 1 anno | 7.97% |
| Variazione a 3 anni | 19.90% |
| Variazione a 5 anni | 1.14% |
| Variazione dall'IPO | 376.81% |
Notizie e aggiornamenti recenti
Seeking Alpha • Jul 02
First American Financial: Attractive Despite A Muted Mortgage Market
Summary First American Financial remains a "Buy," with shares trading at less than 11x earnings and a $78–$80 price target. Despite muted mortgage activity due to high rates, FAF’s commercial segment and tech-driven margin improvements support resilient earnings. Tech initiatives like Endpoint and AI automation are driving efficiency, with pre-tax title margins rising to 10.4% and further upside expected. The strong balance sheet, a secure 3.2% dividend yield, and ongoing buybacks position FAF favorably for capital returns amid a challenging rate environment. Read the full article on Seeking AlphaArticolo di analisi • Jun 22
First American Financial (FAF) Stock Could Be 20.4% Undervalued on Housing and Tech Narrative
First American Financial (FAF) has drawn fresh attention after recent share moves, with the stock last closing at $68.63. Investors are weighing this price against its recent performance and fundamentals, including revenue of $7,707.9 million. See our latest analysis for First American Financial. Recent trading suggests momentum has been building for First American Financial, with the share price return of 4.4% over the past week and 18.21% over the last 90 days, alongside a 1 year total...
Aggiornamento narrativa • Jun 16
FAF: Tech Verification And Governance Reforms Will Support Future Upside
Analysts have held their average price target for First American Financial steady at $86.20, citing largely unchanged fair value assumptions along with small adjustments to revenue growth, profit margin, and future P/E inputs in their models. What’s in the News for First American Financial First American Financial is facing structural pressures in its core title insurance business as AI powered startups introduce automated title search tools, increasing competition and putting pressure on traditional human title agent roles and margins.Aggiornamento narrativa • Jun 02
FAF: Governance Reforms And Buybacks Will Support Future Upside
Analysts have kept their $86.20 price target on First American Financial steady, citing only very small adjustments to revenue growth, profit margin expectations and the future P/E multiple in their updated models. What's in the News First American Financial reported first quarter 2026 operating earnings that beat estimates by 25.4%, with revenue up 16.2% on direct premiums, escrow fees, and other revenues, according to recent earnings coverage.Recent updates
Seeking Alpha • Jul 02
First American Financial: Attractive Despite A Muted Mortgage Market
Summary First American Financial remains a "Buy," with shares trading at less than 11x earnings and a $78–$80 price target. Despite muted mortgage activity due to high rates, FAF’s commercial segment and tech-driven margin improvements support resilient earnings. Tech initiatives like Endpoint and AI automation are driving efficiency, with pre-tax title margins rising to 10.4% and further upside expected. The strong balance sheet, a secure 3.2% dividend yield, and ongoing buybacks position FAF favorably for capital returns amid a challenging rate environment. Read the full article on Seeking AlphaArticolo di analisi • Jun 22
First American Financial (FAF) Stock Could Be 20.4% Undervalued on Housing and Tech Narrative
First American Financial (FAF) has drawn fresh attention after recent share moves, with the stock last closing at $68.63. Investors are weighing this price against its recent performance and fundamentals, including revenue of $7,707.9 million. See our latest analysis for First American Financial. Recent trading suggests momentum has been building for First American Financial, with the share price return of 4.4% over the past week and 18.21% over the last 90 days, alongside a 1 year total...Aggiornamento narrativa • Jun 16
FAF: Tech Verification And Governance Reforms Will Support Future Upside
Analysts have held their average price target for First American Financial steady at $86.20, citing largely unchanged fair value assumptions along with small adjustments to revenue growth, profit margin, and future P/E inputs in their models. What’s in the News for First American Financial First American Financial is facing structural pressures in its core title insurance business as AI powered startups introduce automated title search tools, increasing competition and putting pressure on traditional human title agent roles and margins.Aggiornamento narrativa • Jun 02
FAF: Governance Reforms And Buybacks Will Support Future Upside
Analysts have kept their $86.20 price target on First American Financial steady, citing only very small adjustments to revenue growth, profit margin expectations and the future P/E multiple in their updated models. What's in the News First American Financial reported first quarter 2026 operating earnings that beat estimates by 25.4%, with revenue up 16.2% on direct premiums, escrow fees, and other revenues, according to recent earnings coverage.Aggiornamento narrativa • May 14
FAF: Governance Reforms Will Support Future Upside
Analysts have trimmed their price target on First American Financial slightly from $86.75 to $86.20, pointing to updated assumptions for revenue growth, profit margins, the discount rate, and future P/E as the key drivers behind the adjustment. What's in the News From January 1, 2026 to April 22, 2026, First American Financial repurchased 852,208 shares, representing 0.84% of its shares, for US$51 million, completing the buyback authorized on July 23, 2025 (Key Developments).Aggiornamento narrativa • Apr 27
FAF: Governance Reforms And Buybacks Will Support Future Upside
Analysts have raised their price target on First American Financial from $82.00 to $86.75, citing updated assumptions related to fair value, profit margins and future P/E expectations. What's in the News From January 1, 2026 to April 22, 2026, First American Financial repurchased 852,208 shares, about 0.84% of its stock, for US$51 million under the buyback announced on July 23, 2025 (company filing).Aggiornamento narrativa • Apr 12
FAF: Governance Reforms And Stable P E Will Support Future Upside
Analysts have increased their price target for First American Financial to $82.00 from $81.60, reflecting updated assumptions around fair value and a slightly higher future P/E multiple. What's in the News At the annual meeting scheduled for May 12, 2026, shareholders will vote on proposed amendments to eliminate supermajority voting requirements in the Certificate of Incorporation (Key Developments).Aggiornamento narrativa • Mar 28
FAF: Stable Fundamentals And Steady P E Will Support Future Upside
Analysts kept their $81.60 price target for First American Financial unchanged, reflecting stable assumptions on the discount rate, revenue growth, profit margin, and future P/E in the latest update. What's in the News Reported an update on its share repurchase activity for the period from October 1, 2025 to December 31, 2025, with no shares repurchased and no cash deployed under the existing buyback authorization (Key Developments).Aggiornamento narrativa • Mar 14
FAF: Steady Fundamentals And Higher Future P E Will Support Upside Potential
Analysts have raised their price target on First American Financial from $79.40 to $81.60. This change reflects updated assumptions regarding fair value, discount rate, revenue growth, profit margin and future P/E, which modestly adjust their long-term outlook on the stock.Aggiornamento narrativa • Feb 28
FAF: Compliance Integration Will Support Future Upside Potential
Analysts have nudged their price target on First American Financial up by about $1, citing refreshed assumptions for fair value at $79.40, a small adjustment to the discount rate, slightly higher revenue growth and profit margin expectations, and a modestly lower future P/E multiple. What's in the News First American Data & Analytics reported that its RegsData regulatory compliance tool is now fully integrated into the MeridianLink Mortgage loan origination system.Aggiornamento narrativa • Feb 14
FAF: Integrated Compliance Tools Will Support Future Upside Potential
Analysts have nudged their price target on First American Financial slightly higher to $78.80 from $78.50, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News First American Data & Analytics has integrated its RegsData loan level regulatory compliance tool into the MeridianLink Mortgage loan origination system, giving lenders one click access to compliance checks within the LOS (Key Developments).Aggiornamento narrativa • Nov 10
FAF: Share Repurchases and Dividend Increase Will Drive Further Upside
Analysts have reaffirmed their price target for First American Financial at $78.50, citing stable company fundamentals along with minor adjustments to forecasted discount rates and growth metrics. What's in the News From July 1, 2025 to July 25, 2025, the company repurchased 597,726 shares, representing 0.58% of outstanding shares, for $33.62 million.Aggiornamento narrativa • Oct 27
Margins And Shareholder Returns Will Define The Coming Financial Landscape
Analysts have modestly raised their price target for First American Financial from $77 to $78.50. They cite revised expectations for lower revenue growth and profit margins, along with a slight reduction in the discount rate applied to future earnings.Seeking Alpha • Apr 23
First American: A Solid Q1 And Relative Safe Haven From Tariffs (Upgrade)
Summary First American Financial Corporation reported solid Q1 results, beating consensus by $0.10, despite management turmoil and asset impairments. Elevated interest rates support net investment income but dampen housing transactions, leading to mixed performance; commercial activity shows strong growth. Mortgage rates are likely to stay high, limiting housing activity; commercial volumes and expense discipline provide some upside potential. FAF stock's secure 3.7% dividend yield and solid balance sheet make it a hold, with shares fairly valued at 13x earnings. Read the full article on Seeking AlphaSeeking Alpha • Nov 11
First American Financial: Housing Market Malaise Outweighs Portfolio Repositioning
Summary First American Financial faces challenges from elevated mortgage rates and limited housing transactions, leading to a cautious outlook despite recent results. FAF's strategic portfolio repositioning boosts interest income by $67 million annually, offsetting rate cuts, but reduces book value by ~$222 million. The core business shows mixed results: improved commercial real estate activity and refinancing demand, but the residential side remains weak with declining mortgage applications. FAF trades at a premium multiple compared to competitors, with limited upside unless long-term interest rates decline sharply; thus, I maintain a sell rating. Read the full article on Seeking Alpha
Nuova narrativa • Aug 28
Sequoia Initiative And Tech Advances To Propel Revenue And Margin Growth
Introduction of the Sequoia project and Endpoint's platform could significantly enhance operational efficiency and potentially boost revenue through faster service and technological advancements.Seeking Alpha • Aug 12
First American Financial: Too Much Optimism Around A Recovery
Summary First American Financial stock has underperformed due to high-interest rates limiting mortgage activity and demand for title insurance. Q2 earnings beat expectations despite a 2% decline in revenue, with weak mortgage activity and commercial orders pressuring margins. The recent stock rally may overstate the potential for interest rates to be beneficial, and its premium valuation compared to competitors argues for selling shares. Read the full article on Seeking AlphaSeeking Alpha • May 16
First American Financial: Lack Of Near-Term Growth Leaves Shares With Limited Upside
Summary First American Financial's shares have underperformed due to high interest rates slowing housing transactions, negatively impacting the title insurance business. The company's Q1 financial results showed a decline in volume and pre-tax income in its title insurance unit. Despite some nascent signs of growth in the housing market, the overall outlook for FAF remains muted, making it an unappealing investment at 14x earnings. Read the full article on Seeking AlphaRendimenti per gli azionisti
| FAF | US Insurance | US Mercato | |
|---|---|---|---|
| 7D | -2.8% | -0.6% | -1.5% |
| 1Y | 8.0% | 2.7% | 17.8% |
Ritorno vs Industria: FAF ha superato il US Insurance che ha restituito 2.7 % nell'ultimo anno.
Rendimento vs Mercato: FAF ha avuto una performance inferiore al mercato US che ha registrato un rendimento 17.8 % nell'ultimo anno.
Volatilità dei prezzi
| FAF volatility | |
|---|---|
| FAF Average Weekly Movement | 4.5% |
| Insurance Industry Average Movement | 4.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: FAF non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di FAF è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1889 | 19,102 | Mark Seaton | www.firstam.com |
First American Financial Corporation, attraverso le sue controllate, fornisce servizi finanziari. Opera attraverso i segmenti Title Insurance and Services e Home Warranty. Il segmento Title Insurance and Services emette polizze di assicurazione del titolo su immobili residenziali e commerciali e offre prodotti e servizi correlati a livello internazionale.
First American Financial Corporation Riepilogo dei fondamenti
| FAF statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$7.33b |
| Utili (TTM) | US$745.10m |
| Ricavi(TTM) | US$7.98b |
9.8x
Rapporto P/E0.9x
Rapporto P/SFAF è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| FAF Conto economico (TTM) | |
|---|---|
| Ricavi | US$7.98b |
| Costo del fatturato | US$2.88b |
| Profitto lordo | US$5.11b |
| Altre spese | US$4.36b |
| Utili | US$745.10m |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
Oct 21, 2026
| Utile per azione (EPS) | 7.30 |
| Margine lordo | 63.98% |
| Margine di profitto netto | 9.33% |
| Rapporto debito/patrimonio netto | 45.8% |
Come si è comportato FAF nel lungo periodo?
Vedi performance storica e confrontoDividendi
3.1%
Rendimento attuale del dividendo30%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/23 15:39 |
| Prezzo dell'azione a fine giornata | 2026/08/21 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
First American Financial Corporation è coperta da 12 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Bruce Harting | Barclays |
| Terry Ma | Barclays |
| Michael Rindos | Benchmark Company |