# First American Financial Corporation (FAF)

> Source: Nexqual · https://nexqual.com/FAF · data as of 2026-10-15 20:00 UTC · cite as "Nexqual, First American Financial Corporation (FAF), nexqual.com/FAF" · informational, not investment advice.

**Price:** USD 63.43 (+2.19% on the day) · last close of Oct 15, 2026; US market closed, not a live price. Prev close 62.07 · day 63.17–64.57 · 52w 56.2–79.87 · market cap $6.48B · NYQ

## Key facts
- 1 of 80 tracked superinvestors hold FAF (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Analysts: Buy (mean 1.67 on a 1–5 scale) (6 analysts), mean target USD 85.83 (range 79–96).
- Total return with dividends: 1Y +11.0% vs S&P 500 +18.1%; 5Y +3.3% vs S&P 500 +85.1%.
- Next earnings: 2026-10-21, EPS estimate USD 1.85, revenue estimate $2.11B.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold FAF. Change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| John Rogers | Ariel Investments | 2.21% | $222M | Reduced -15.9% |

## Analysts
Consensus Buy (mean 1.67 on a 1–5 scale), 6 analysts; mean target USD 85.83 (low 79, high 96).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-15 | Truist Securities | Target lowered | Buy | $85 → $80 |
| 2026-10-05 | Barclays | Target lowered | Overweight | $83 → $79 |
| 2026-07-24 | Keefe, Bruyette & Woods | Target raised | Outperform | $84 → $86 |
| 2026-07-21 | Benchmark | Initiated | Buy | $85 |
| 2026-07-07 | Barclays | Target raised | Overweight | $80 → $83 |
| 2026-06-25 | Keefe, Bruyette & Woods | Target lowered | Outperform | $87 → $84 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-16) | 5Y (from 2021-10-11) |
|---|---|---|
| Total return | +11.0% | +3.3% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | +11.0% | +0.7% |
| Volatility (annualized) | 30.1% | 26.7% |
| Max drawdown | -22.6% (Jul 2026→Sep 2026) | -42.6% (Jan 2022→Oct 2022) |

## Peers (Insurance - Specialty)
ACT (Enact Holdings, Inc.) USD 45.67 +1.65% · AXS (Axis Capital Holdings Limited) USD 97.93 +0.39% · ESNT (Essent Group Ltd.) USD 63.76 +2.77% · MTG (MGIC Investment Corporation) USD 27.61 +1.81% · RDN (Radian Group Inc.) USD 33.6 -0.44% · FNF (Fidelity National Financial, In) USD 39.68 +1.15%

## More
Full page: https://nexqual.com/FAF · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt