Jefferies Financial Group Inc. Takes $1.24 Million Position in First American Financial Corporation $FAF

Posted by George Bondi on Aug 31st, 2026

Jefferies Financial Group Inc. purchased a new stake in First American Financial Corporation (NYSE:FAF – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 18,093 shares of the insurance provider’s stock, valued at approximately $1,241,000.

A number of other hedge funds also recently bought and sold shares of the stock. Public Employees Retirement System of Ohio bought a new stake in First American Financial during the 2nd quarter valued at $2,070,000. Corient Private Wealth LP purchased a new stake in shares of First American Financial during the 2nd quarter worth $45,810,000. Bank of America Corp DE purchased a new stake in shares of First American Financial during the 2nd quarter worth $45,732,000. Caisse de depot et placement du Quebec bought a new stake in First American Financial during the second quarter valued at about $1,694,000. Finally, Man Group plc purchased a new position in First American Financial in the second quarter valued at about $2,742,000. Hedge funds and other institutional investors own 89.05% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. Barclays boosted their target price on shares of First American Financial from $80.00 to $83.00 and gave the stock an “overweight” rating in a report on Tuesday, July 7th. Keefe, Bruyette & Woods lifted their price objective on shares of First American Financial from $84.00 to $86.00 and gave the stock an “outperform” rating in a research report on Friday, July 24th. Zacks Research lowered shares of First American Financial from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, June 23rd. Weiss Ratings reissued a “buy (b)” rating on shares of First American Financial in a research report on Monday, July 20th. Finally, Benchmark initiated coverage on shares of First American Financial in a research note on Tuesday, July 21st. They issued a “buy” rating and a $85.00 target price for the company. Seven investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $84.60.

View Our Latest Research Report on First American Financial

First American Financial Stock Performance

First American Financial stock opened at $74.50 on Monday. The stock has a market cap of $7.61 billion, a PE ratio of 10.32, a price-to-earnings-growth ratio of 0.69 and a beta of 1.22. The stock has a 50-day moving average of $72.03 and a two-hundred day moving average of $67.96. First American Financial Corporation has a one year low of $56.20 and a one year high of $79.87.

First American Financial (NYSE:FAF – Get Free Report) last issued its quarterly earnings results on Wednesday, July 22nd. The insurance provider reported $2.08 earnings per share for the quarter, topping analysts’ consensus estimates of $1.80 by $0.28. First American Financial had a return on equity of 13.31% and a net margin of 9.33%.The business had revenue of $2.11 billion for the quarter, compared to analyst estimates of $2.03 billion. During the same quarter in the previous year, the firm earned $1.53 earnings per share. The company’s revenue was up 15.0% on a year-over-year basis. As a group, sell-side analysts predict that First American Financial Corporation will post 7.11 EPS for the current fiscal year.

Insiders Place Their Bets

In other First American Financial news, CAO Steven A. Adams sold 3,253 shares of the company’s stock in a transaction that occurred on Friday, July 24th. The shares were sold at an average price of $74.99, for a total transaction of $243,942.47. Following the transaction, the chief accounting officer owned 10,234 shares in the company, valued at approximately $767,447.66. This represents a 24.12% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Corporate insiders own 3.50% of the company’s stock.

Key Headlines Impacting First American Financial

Here are the key news stories impacting First American Financial this week:

Positive Sentiment: Zacks raised its FY2026 EPS forecast to $7.04 from $7.01, FY2027 EPS to $7.39 from $7.32, and FY2028 EPS to $7.43 from $7.35. The revisions suggest improving expectations for First American Financial’s earnings outlook. MarketBeat First American Financial research report
Positive Sentiment: Quarterly estimates were also increased: Q3 2026 EPS rose to $1.85 from $1.83, Q4 2026 to $1.78 from $1.77, Q1 2027 to $1.28 from $1.27, Q2 2027 to $2.05 from $2.04, Q3 2027 to $1.98 from $1.95, and Q4 2027 to $2.08 from $2.06. While each adjustment was small, the consistency across periods is a constructive signal. MarketBeat First American Financial earnings estimates
Positive Sentiment: A Zacks article highlighted FAF as a potential dividend stock, potentially reinforcing its appeal to income-oriented investors. The company’s valuation and shareholder-return profile may provide additional support if dividend sustainability remains attractive. Why First American Financial is a Top Dividend Stock
Neutral Sentiment: Despite the higher forecasts, Zacks maintained its Hold recommendation. The current-year consensus EPS estimate remains $7.11, above Zacks’ $7.04 forecast, indicating that the upgrades have not yet produced a broadly bullish analyst view.

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.