First American (FAF)

• Market cap: $6.53B
• 1 day: 0.36%
• 5 days: -0.03%
• 1 month: 1.46%
• 3 months: -4.52%
• 6 months: 1.88%
• Year to date: 2.47%
• 1 year: 9.97%
• 5 years: -2.45%
• 10 years: 77.60%
• Sector: Financials
• Industry: Title Insurance

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

38% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 40

35% more call options, than puts

Call options by funds: $857K | Put options by funds: $637K

17% more funds holding in top 10

Funds holding in top 10: 6 [Q3] → 7 (+1) [Q4]

2.73% more ownership

Funds ownership: 85.77% [Q3] → 88.5% (+2.73%) [Q4]

2% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 129

0% more funds holding

Funds holding: 390 [Q3] → 390 (+0) [Q4]

3% less capital invested

Capital invested by funds: $5.87B [Q3] → $5.69B (-$179M) [Q4]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $75 18% upside
• Avg. target: $77 21% upside
• High target: $78 23% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Keefe, Bruyette & Woods Bose George 72% 1-year accuracy 31 / 43 met price target	18% upside $75	Market Perform Maintained	18 Feb 2025
Stephens & Co. John Campbell 71% 1-year accuracy 25 / 35 met price target	23% upside $78	Overweight Maintained	14 Feb 2025