First AmericanFAF
About: First American Financial Corp is a financial services business providing insurance through segments: Title insurance and related services segment include real estate insurance, property closing services, third-party handling of real estate funds (escrow), risk mitigation, real estate data products, and related real estate transaction services; The home warranty segment provides residential service contracts that cover residential systems, such as heating and air conditioning systems, and certain appliances against failures that occur as the result of normal usage during the coverage period; and The corporate segment includes investments in venture-stage companies, certain financing facilities and corporate services supporting the company's business operations.
Employees: 19,038
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
45% more first-time investments, than exits
New positions opened: 58 | 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]
3.15% more ownership
Funds ownership: 85.55% [Q3] → 88.7% (+3.15%) [Q4]
2% more funds holding
Funds holding: 390 [Q3] → 399 (+9) [Q4]
5% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 129
3% less capital invested
Capital invested by funds: $5.86B [Q3] → $5.7B (-$151M) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Keefe, Bruyette & Woods Bose George 48% 1-year accuracy 22 / 46 met price target | 27%upside $75 | Outperform Upgraded | 8 Apr 2025 |
Stephens & Co. John Campbell 53% 1-year accuracy 19 / 36 met price target | 32%upside $78 | Overweight Maintained | 14 Feb 2025 |
Financial journalist opinion
Based on 12 articles about FAF published over the past 30 days
