Reinhart Partners LLC. Has $93.05 Million Holdings in First American Financial Corporation $FAF

Posted by George Bondi on Jun 3rd, 2026

Reinhart Partners LLC. cut its position in shares of First American Financial Corporation (NYSE:FAF – Free Report) by 5.2% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 1,514,442 shares of the insurance provider’s stock after selling 83,565 shares during the quarter. First American Financial makes up about 2.8% of Reinhart Partners LLC.’s portfolio, making the stock its 16th largest holding. Reinhart Partners LLC.’s holdings in First American Financial were worth $93,048,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. V Square Quantitative Management LLC acquired a new stake in shares of First American Financial during the fourth quarter worth $27,000. Global Retirement Partners LLC increased its position in shares of First American Financial by 1,107.5% during the fourth quarter. Global Retirement Partners LLC now owns 483 shares of the insurance provider’s stock worth $30,000 after buying an additional 443 shares during the period. Danske Bank A S acquired a new stake in shares of First American Financial during the third quarter worth $45,000. IFP Advisors Inc increased its position in shares of First American Financial by 568.8% during the fourth quarter. IFP Advisors Inc now owns 749 shares of the insurance provider’s stock worth $46,000 after buying an additional 637 shares during the period. Finally, Advisory Services Network LLC acquired a new stake in shares of First American Financial during the third quarter worth $52,000. 89.05% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on FAF. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of First American Financial in a research report on Friday, February 13th. Weiss Ratings upgraded shares of First American Financial from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday, April 22nd. Wall Street Zen cut shares of First American Financial from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Zacks Research upgraded shares of First American Financial from a “hold” rating to a “strong-buy” rating in a report on Monday, April 27th. Finally, Barclays raised their price target on shares of First American Financial from $72.00 to $80.00 and gave the stock an “overweight” rating in a report on Friday, April 24th. One research analyst has rated the stock with a Strong Buy rating and six have issued a Buy rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $82.50.

View Our Latest Analysis on First American Financial

Insider Transactions at First American Financial

In other news, Director Margaret M. Mccarthy sold 6,630 shares of First American Financial stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $70.59, for a total transaction of $468,011.70. Following the completion of the transaction, the director directly owned 24,024 shares in the company, valued at $1,695,854.16. This trade represents a 21.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Lisa W. Cornehl sold 5,823 shares of First American Financial stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $68.63, for a total transaction of $399,632.49. Following the transaction, the senior vice president owned 29,635 shares of the company’s stock, valued at $2,033,850.05. This represents a 16.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 3.50% of the stock is owned by company insiders.

First American Financial Trading Up 0.8%

NYSE:FAF opened at $65.35 on Wednesday. The stock has a market capitalization of $6.66 billion, a price-to-earnings ratio of 10.04, a PEG ratio of 0.62 and a beta of 1.24. The firm has a fifty day simple moving average of $65.09 and a two-hundred day simple moving average of $64.56. First American Financial Corporation has a 12 month low of $53.09 and a 12 month high of $71.47.

First American Financial (NYSE:FAF – Get Free Report) last posted its quarterly earnings results on Wednesday, April 22nd. The insurance provider reported $1.33 EPS for the quarter, topping analysts’ consensus estimates of $1.06 by $0.27. The business had revenue of $1.85 billion during the quarter, compared to analysts’ expectations of $1.80 billion. First American Financial had a net margin of 8.73% and a return on equity of 12.58%. The business’s quarterly revenue was up 16.2% on a year-over-year basis. During the same period last year, the company posted $0.84 earnings per share. Equities analysts predict that First American Financial Corporation will post 6.81 earnings per share for the current fiscal year.

First American Financial Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Monday, June 8th will be issued a $0.55 dividend. This represents a $2.20 dividend on an annualized basis and a yield of 3.4%. The ex-dividend date is Monday, June 8th. First American Financial’s dividend payout ratio (DPR) is presently 33.79%.

First American Financial Profile

(Free Report)

First American Financial Corporation is a leading provider of title insurance, settlement services and diversified real estate-related data and analytics. Headquartered in Santa Ana, California, the company serves customers throughout the United States as well as in Canada, Europe, Latin America and Asia. Its business is built on the underwriting capabilities of its title insurance operations combined with comprehensive closing and escrow services for homebuyers, sellers, mortgage lenders and real estate professionals.

The company’s title insurance segment issues policies that protect property owners and mortgage lenders against defects in titles, liens or encumbrances that can arise during real property transactions.