Barclays Cuts First American Financial (FAF) Price Target to $75

Barclays reaffirmed its Overweight rating on First American Financial Corporation (NYSE: FAF) on October 23, 2026, while lowering its price target from $79.00 to $75.00. The update came out on the same day the stock closed at $64.63.

FAF First American Financial Corporation

$65.12 ▲ +9.39% year to date

1M 3M YTD

Daily close · Oct 23, 2026

Barclays's Call on First American Financial Corporation

In its October 23 research note, Barclays kept its positive stance on the title insurer even as it brought down its target. Just a few weeks earlier on October 5, the firm had maintained the same Overweight rating while adjusting its target from $83.00 to $79.00. Other firms have also updated their views on the stock recently. On October 15, Truist Securities kept a Buy rating while moving its target from $85.00 to $80.00. Earlier in the summer, Keefe, Bruyette & Woods maintained an Outperform rating with an $86.00 target, and Benchmark initiated coverage with a Buy rating and an $85.00 target.

Other Institutional Activity in First American Financial Corporation

Large funds made notable adjustments to their holdings during the middle of the year. Boston Partners added 91,988 shares to end with 5,841,231 shares valued at about $377.5 million. Ariel Investments trimmed its position by 609,241 shares, leaving it with 3,229,706 shares worth roughly $208.7 million. LSV Asset Management doubled its stake with a 100% increase, adding 1,157,928 shares to hold 2,315,857 shares valued at nearly $149.7 million. Arrowstreet Capital grew its holdings by 54.0%, picking up 693,446 shares to finish with 1,977,842 shares worth about $127.8 million.

First American Financial Corporation Stock Down 3.0%

The shares recently traded around $64.45, sitting about 0.3% below their event closing price of $64.63. The stock trades below its 50-day moving average of $68.62 and its 200-day moving average of $67.31. It sits closer to its 52-week low of $56.20 than its high of $79.87.

Recent Earnings

The company generated trailing twelve-month revenue of $8.1 billion and earnings of $7.07 per share. It posted a net profit margin of 9.1% with a return on equity of 5.3% in year-over-year revenue growth. The next earnings report is scheduled for release on February 10, 2027.

Dividend

The firm pays an annual dividend rate of $2.44 per share, giving it a dividend yield of 3.75%. That payout is supported by a dividend payout ratio of 30.5%.

Insider Buying and Selling at First American Financial Corporation

Company insiders have made several moves over the past year. Director Parker Steven Kennedy bought 59,841 shares on February 17 for about $4.05 million. On the selling side, director Margaret M Mccarthy parted with 6,630 shares on April 24 at an average price of $70.59, totaling roughly $468,000. Officer Lisa W Cornehl sold 5,823 shares on May 5 at an average price of $68.63 for a total of about $399,600. Later, on July 24, officer Steven A Adams disposed of 3,252 shares worth roughly $243,900.

About First American Financial Corporation

First American Financial Corporation provides financial services with a primary focus on title insurance and settlement services for residential and commercial real estate transactions. Headquartered in Santa Ana, California, the company operates an extensive network that issues policies and manages related home warranty products across domestic and international markets.

Bottom Line

Barclays remains constructive on the insurer despite trimming its price target. Investors will look toward the company's next earnings release on February 10, 2027, for further updates on its title insurance operations.