First American (FAF)

• Market cap: $6.38B
• 1 day: -0.26%
• 5 days: 7.98%
• 1 month: -4.91%
• 3 months: -7.80%
• 6 months: 5.82%
• Year to date: 0.13%
• 1 year: 3.80%
• 5 years: 3.25%
• 10 years: 80.78%
• Sector: Financials
• Industry: Title Insurance

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

20% more capital invested

Capital invested by funds: $4.91B [Q2] → $5.87B (+$962M) [Q3]

13% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 53

1% more funds holding

Funds holding: 385 [Q2] → 389 (+4) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 6 [Q2] → 6 (+0) [Q3]

1.98% less ownership

Funds ownership: 87.75% [Q2] → 85.77% (-1.98%) [Q3]

10% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 139

87% less call options, than puts

Call options by funds: $944K | Put options by funds: $7.24M

Research analyst outlook

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

• Low target: $72 16% upside
• Avg. target: $73 18% upside
• High target: $74 19% upside

4 analyst ratings

• positive: 2 50%
• neutral: 2 50%
• negative: 0 0%

Keefe, Bruyette & Woods Bose George 66% 1-year accuracy 25 / 38 met price target	19% upside $74	Market Perform Maintained	8 Jan 2025
Stephens & Co. John Campbell 70% 1-year accuracy 23 / 33 met price target	18% upside $73	Overweight Maintained	25 Oct 2024
Barclays Terry Ma 59% 1-year accuracy 10 / 17 met price target	16% upside $72	Equal-Weight Maintained	25 Oct 2024
Truist Securities Mark Hughes 72% 1-year accuracy 47 / 65 met price target	18% upside $73	Buy Maintained	25 Oct 2024