First American Financial Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
6analysts covering
FY Revenue (est.)
$8.2Bnext fiscal year
FY EPS (est.)
$7.14next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Third-Quarter 2026 Earnings Release | 21 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Commercial Title Revenue QuarterlyTarget: Resilient high-fee commercial transaction volumes to offset residential market headwinds
Adjusted Earnings Per Share (EPS) Quarterly1.3Target: Outperform consensus estimates (e.g., Q1 2026 beat of $1.33 vs $1.06 estimate)
Quarterly Cash Dividend Quarterly0.6Target: Maintain or increase stable dividend payouts (declared $0.55 per share in May 2026)
Watch Items
- Residential Real Estate Transaction VolumesTrigger: Persistent high interest rates suppressing refinancing and home purchase activityAction: Monitor monthly title order counts and adjust operational capacity/cost structures accordingly
- AI and Mortgage Technology AdoptionTrigger: Fannie Mae and Freddie Mac mandate for UAD 3.6 compliance by November 2026Action: Track integration and commercialization of the verified ACI Sky Workbench platform
- Regulatory Shifts and Title WaiversTrigger: Increased government or GSE acceptance of title insurance alternatives/waiversAction: Evaluate competitive positioning of digital platforms like Endpoint and SEQUOIA to defend market share
Research as of 19 Jun 2026