Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

First American Financial Corp
Next earnings Jul 22, 2026 · consensus $1.83 EPS, $2.06B rev
Last earnings -0.6% on 2026-04-22
Title-insurance leader recovering hard off a housing trough at an 11x P/E with a solid, growing dividend.
Sources: SEC EDGAR (CIK 0001472787, latest 10-Q filed 2026-04-24) · EODHD · analysis by claude-code · as of 6/21/2026, 9:03:01 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Quality fundamentals and an attractive price line up (~232% below fair value) — the rarer case where both the business and the entry look good.
First American Financial is one of the largest U.S. title-insurance and settlement-services providers, a business tightly levered to real-estate transaction and mortgage volumes. FY2025 marked a strong recovery from the housing-driven trough of the prior two years: revenue grew 21.6% to $7.45B and net income surged 374.3% to $622M (diluted EPS of $6.00), reversing the slump that saw earnings fall to just $131M in FY2024. ROE rebounded to 11.3% and net margin to 8.3%. The history makes the cyclicality clear — net income ran $1.24B, $263M, $217M, $131M and now $622M — moving with home sales and refinancing activity.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $9.22B | $7.61B | $6.00B | $6.13B | $7.45B |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $1.24B | $263M | $217M | $131M | $622M |
| Diluted EPS | $11.14 | $2.45 | $2.07 | $1.26 | $6.00 |
| Net margin | 13.5% | 3.5% | 3.6% | 2.1% | 8.3% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 2 sales
| 2026-05-05 | Cornehl Lisa W SVP, Chief Legal Officer | Sell | 5.82K @ $68.63 | $400K |
| 2026-04-29 | GILMORE DENNIS J Director | Disposed (D) | 13.3K | |
| 2026-04-24 | McCarthy Margaret M Director | Sell | 6.63K @ $70.59 | $468K |
| 2026-02-24 | Wajner Matthew F. EVP, Chief Financial Officer | Tax | 670.00 @ $66.34 | $44.4K |
| 2026-02-24 | Seaton Mark Edward Chief Executive Officer | Tax | 5.32K @ $66.34 | $353K |
| 2026-02-24 | Cornehl Lisa W SVP, Chief Legal Officer | Tax | 1.75K @ $66.34 | $116K |
| 2026-02-24 | Adams Steven A VP & Chief Accounting Officer | Tax | 381.00 @ $66.34 | $25.3K |
| 2026-02-23 | Wajner Matthew F. EVP, Chief Financial Officer | Tax | 835.00 @ $67.36 | $56.2K |
| 2026-02-23 | Seaton Mark Edward Chief Executive Officer | Tax | 7.03K @ $67.36 | $474K |
| 2026-02-23 | Cornehl Lisa W SVP, Chief Legal Officer | Tax | 1.56K @ $67.36 | $105K |
| 2026-02-23 | Adams Steven A VP & Chief Accounting Officer | Tax | 509.00 @ $67.36 | $34.3K |
| 2026-02-19 | KENNEDY PARKER S Director | Award | 2.42K |