FAF
First American Financial CorpPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Apr 22 First American Financial reported Q1 2026 earnings with GAAP EPS of…
- S Apr 24 1 insider sell $468.0K at $70.59
- S May 5 1 insider sell $399.6K at $68.63
- I Jun 30 5 funds open new positions (13F)
- A Jul 21 Benchmark initiates
- S Jul 24 1 insider sell $243.9K at $74.99
- E Oct 21 Earnings: FAF Q3 2026 Earnings: EPS $1.78 (-4.7% vs est)
Signal stack
Where each data set points today.
- InsidersBEARISH
3 insiders sold $1.1M.
- InstitutionsBULLISH
Q2 2026: 41 added (5 new), 19 trimmed or exited. Largest new: Vaughan Nelson Investment Management, $46.5M, Qube Research & Technologies $26.2M.
- AnalystsBULLISH
9 of 11 rate it Buy or better.
- Short sellersSTEADY
Short interest +1.5% to 6.35M shares. 6.9 days to cover, ≈6.2% of shares.
- TrendDOWNTREND
5% below its 50-day average.
- SocialQUIET
No Reddit mentions this week. Last mention Oct 18.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | $135.7M |
| FIRST TRUST ADVISORS LP | ADD | $117.7M |
| AMERICAN CENTURY COMPANIES INC | ADD | $104.8M |
| GOLDMAN SACHS GROUP INC | DOUBLED | $85.1M |
| UBS Group AG | DOUBLED | $62.0M |
| Quantinno Capital Management LP | ADD | $57.9M |
| CITADEL ADVISORS LLC | TRIM | $50.7M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | NEW | $46.5M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
11 analysts| Date | Firm | Rating |
|---|---|---|
| Oct 23, 2026 | Truist Securities MAINTAIN | Buy |
| Oct 23, 2026 | Barclays MAINTAIN | Overweight |
| Oct 15, 2026 | Truist Securities MAINTAIN | Buy |
| Oct 5, 2026 | Barclays MAINTAIN | Overweight |
| Jul 24, 2026 | Keefe, Bruyette & Woods MAINTAIN | Outperform |
| Jul 21, 2026 | Benchmark INITIATE | Buy |
Washington
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Jul 24, 2026 | Adams Steven A VP & Chief Accounting Officer | SELL | $243.9K |
| Jul 24, 2026 | Adams Steven A VP & Chief Accounting Officer | SELL | $0.08 |
| Jun 22, 2026 | GILMORE DENNIS J Director | AWARD | 14,570 sh |
| Jun 22, 2026 | Cornehl Lisa W SVP, Chief Legal Officer | TAX W/H | $11.0K |
| Jun 22, 2026 | Seaton Mark Edward Chief Executive Officer | TAX W/H | $162.8K |
| Jun 22, 2026 | Wajner Matthew F. EVP, Chief Financial Officer | TAX W/H | $42.5K |
| May 5, 2026 | Cornehl Lisa W SVP, Chief Legal Officer | SELL | $399.6K |
| Apr 29, 2026 | GILMORE DENNIS J Director | TO ISSUER | 13,311 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
3 filings · 1 bullish · 0 bearish · 2 mixed- MIXED 8-KOct 21, 2026
First American Financial reported Q3 2026 adjusted EPS of $1.78, beating consensus of $1.69 by…
The beat on adjusted EPS is positive but GAAP earnings declined and title margins compressed. Watch the Q4 2026 earnings call for guidance on residential order trends and the rollout of the new…
- MIXED INST-CLUSTEROct 16, 2026
Three asset managers accumulated $9.1M in First American Financial Corp during Q3 2026, led by…
Monitor next 13F filing for follow-through: if Wealth Enhancement continues accumulating while Assenagon's exit is not replicated by other large holders, the sell-side signal may be idiosyncratic…
- BULLISH 8-KApr 22, 2026
First American Financial reported Q1 2026 earnings with GAAP EPS of $1.21 (beat consensus of…
Strong beat driven by commercial segment and margin expansion suggests pricing power and operational leverage; monitor next quarter for sustainability of refinance-driven revenue growth.
All FAF filing & press-release reports (3)
- 8-K reportOct 21, 2026
- INST-CLUSTER reportOct 16, 2026
- 8-K reportApr 22, 2026