First American Financial Corporation

FAF Financial Insurance Specialty

First American Financial Corporation’s revenue for fiscal 2025 (year ended December 2025) was $7.5 billion, up 21.6% from fiscal 2024.

Revenue
+5.34%
EPS
−6.52%
Free cash flow
−12.3%
Total debt
+0.08%

Quarter to September 2026, against a year earlier

67.39 0.81 −1.19%
Market cap
$7.0B
P/E
9.5×
Fwd P/E
9.6×
Dividend yield
3.33%
F-score
8/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

First American Financial Corporation 10-Q filed Oct 23, 2026

Fiscal Q3 2026 · Period ended Sep 30, 2026 · Filed · accepted 7:35 PM ET · Document on sec.gov · Filing index

What changed

Part I, Item 2, Management’s Discussion and Analysis, against the 10-Q filed Jul 23, 2026: 1 removed · 26 modified; 17 with only figures updated; 2 moved without change

  1. Modified · Summary

    The Company’s total revenues for the secondthird quarter of 2026 were $2.1 billion, which reflected an increase of $276.0105.7 million, or 15.05.3%, when compared with $1.82.0 billion for the secondthird quarter of 2025. This increase was primarily attributable to increases in agent premiums of $103.269.6 million, or 14.48.7%, and direct premiums and escrow fees in the title insurance business of $88.841.3 million, or 14.86.9%, and net investment gains of $12.0 million in the current quarter compared to $9.7 million of losses recognized in the second quarter of 2025. In the title insurance and services segment, direct premiums and escrow fees from domestic commercial and residential refinance and purchase transactions increased $79.951.5 million, or 34.120.9%, and residential refinance and purchase transactions decreased $5.70.4 million, or 18.21.2%, and $5.26.4 million, or 2.02.6%, respectively, in the secondthird quarter of 2026 when compared to the secondthird quarter of 2025.