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First American Corporation (The)

FAF Finance Specialty Insurers
$65.07
▼ -1.8% Today
as of Oct 22, 16:48 ET
Last 30 days -11.05% Sep 14 → Oct 22
$59.75 $63.35 $66.95 $70.54 $74.14 Sep 14 Sep 22 Sep 29 Oct 07 Oct 14 Oct 22
Open
$63.02
High
$66.75
Low
$62.55
Volume
$2M
Avg Vol
$906,773
Mkt Cap
$6.3B
P/E (TTM)
12.56
Beta
—
52w High
$79.87
52w Low
$56.20
Div Yield
—
Shares Out
$102M

Recent Press Releases & News last 60 days · 25 items

Oct 22 · 17:16 Simply Wall St.
First American Financial (FAF) Just Gave Investors A Bigger Question
Oct 21 · 22:50 Zacks
First American Financial (FAF) Misses Q3 Earnings and Revenue Estimates
Oct 21 · 21:50 StockStory
First American Financial’s (NYSE:FAF) Q3 2026 earnings results: revenue in line with expectations
▸ Show all 25 press releases & news Free account →

FAF earnings at a glance

The options market is pricing a move of about ±5.1% after the report, a range of roughly $61.75 to $68.39 from today's $65.07. Over its last 6 reports the stock rose the next day 5 times and fell 1, moving ±3.4% on average; after the most recent report on Jul 22, 2026 it moved -2.2%. That means options currently expect more movement than FAF has typically delivered. FAF beat the consensus EPS estimate in 6 of its last 6 reported quarters. Implied volatility is currently 43%. The share price of $65.07 sits in the middle of its 52-week range.

More Finance stocks · All stocks · Earnings calendar

Overview

52-week range
$56
$80
37% of range
Avg surprise (last 6)
+22.1%
Avg reaction (last 6)
+2.7%
83% positive
Latest IV / EM
43%
EM ±5.1% · $65 · Oct 16

Earnings trends

EPS — actual vs estimate Actual Estimate
$-1.00$-0.23$0.54$1.31$2.08 Actual $0.44Actual $1.33Actual $-0.02Actual $0.45Actual $1.11Actual $-1.00Actual $0.84Est $0.65Actual $1.53Est $1.40Actual $1.70Est $1.42Actual $1.99Est $1.49Actual $1.33Est $1.06Actual $2.08Est $1.80 MarJunSepMarJunSepMar/2025Jun/2025Sep/20258K8KJun/2026
Revenue vs Net Income Revenue Net income
$-104M$478M$1.1B$1.6B$2.2B Sep 24Mar 25Jun 25Sep 25Mar 26Jun 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Wed Jul 22, 2026Jun/2026 $2.08 $1.80 +15.6% +17.6% -2.2% earnings
Wed Apr 22, 20268K 2026-04-22 $1.33 $1.06 +25.5% — +3.5% earnings
Wed Feb 11, 20268K 2026-02-11 $1.99 $1.49 +33.6% — +2.8% earnings
Wed Oct 22, 2025Sep/2025 $1.70 $1.42 +19.7% — +3.5% earnings
Wed Jul 23, 2025Jun/2025 $1.53 $1.40 +9.3% — +3.5% earnings
Wed Apr 23, 2025Mar/2025 $0.84 $0.65 +29.2% — +4.9% earnings
Mon Sep 30, 2024Sep 2024 $-1.00 — — — — financials
Sun Jun 30, 2024Jun 2024 $1.11 — — — — financials
Sun Mar 31, 2024Mar 2024 $0.45 — — — — financials
Sat Sep 30, 2023Sep 2023 $-0.02 — — — — financials
Fri Jun 30, 2023Jun 2023 $1.33 — — — — financials
Fri Mar 31, 2023Mar 2023 $0.44 — — — — financials

Financials

Income statement (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Revenue$2.12B$1.84B—$1.98B$1.84B$1.58B—$1.41B
Cost of revenue————————
Gross profit————————
Operating income————————
Net income$218M$125M—$190M$146M$75M—$-104M
EPS (diluted)$2.12$1.21—$1.84$1.41$0.71—$-1.00

Balance sheet (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Cash & equivalents$2.62B$2.44B$1.39B$2.91B$2.03B$2.05B$1.72B$2.95B
Inventory————————
Total current assets————————
Total assets$18.94B$17.94B$16.23B$17.61B$16.27B$15.50B$14.91B$16.57B
Long-term debt————————
Total liabilities$13.30B$12.42B$10.70B$12.28B$11.12B$10.46B$9.98B$11.46B
Total equity$5.62B$5.51B$5.50B$5.30B$5.15B$5.04B$4.91B$5.11B

Implied volatility — last 90 days

23%71%119%168%216% Jun 07 — IV 56% · EM ±7.8%Jun 08 — IV 59% · EM ±7.8%Jun 09 — IV 61% · EM ±7.7%Jun 10 — IV 65% · EM ±7.7%Jun 11 — IV 70% · EM ±7.7%Jun 15 — IV 106% · EM ±7.7%Jun 16 — IV 127% · EM ±7.5%Jun 17 — IV 180% · EM ±7.5%Jun 19 — IV 29% · EM ±6.4%Jun 22 — IV 46% · EM ±9.7%Jun 23 — IV 47% · EM ±9.6%Jun 24 — IV 47% · EM ±9.4%Jun 25 — IV 29% · EM ±5.7%Jun 26 — IV 46% · EM ±8.8%Jun 29 — IV 42% · EM ±7.4%Jun 30 — IV 43% · EM ±7.4%Jul 01 — IV 44% · EM ±7.4%Jul 07 — IV 51% · EM ±6.7%Jul 08 — IV 59% · EM ±7.4%Jul 09 — IV 61% · EM ±7.3%Jul 13 — IV 86% · EM ±7.2%Jul 20 — IV 52% · EM ±12.3%Jul 21 — IV 41% · EM ±9.6%Jul 22 — IV 35% · EM ±8.1%Jul 23 — IV 34% · EM ±7.7%Jul 24 — IV 34% · EM ±7.6%Jul 27 — IV 36% · EM ±7.4%Jul 28 — IV 34% · EM ±6.9%Jul 29 — IV 34% · EM ±6.8%Jul 30 — IV 39% · EM ±7.7%Jul 31 — IV 37% · EM ±7.0%Aug 03 — IV 44% · EM ±7.8%Aug 04 — IV 39% · EM ±6.8%Aug 05 — IV 33% · EM ±5.6%Aug 06 — IV 39% · EM ±6.3%Aug 07 — IV 40% · EM ±6.2%Aug 10 — IV 73% · EM ±10.1%Aug 11 — IV 63% · EM ±8.4%Aug 12 — IV 61% · EM ±7.7%Aug 13 — IV 64% · EM ±7.6%Aug 14 — IV 64% · EM ±7.0%Aug 17 — IV 83% · EM ±7.0%Aug 18 — IV 134% · EM ±9.7%Aug 19 — IV 121% · EM ±7.1%Aug 20 — IV 183% · EM ±7.6%Aug 24 — IV 36% · EM ±7.6%Aug 25 — IV 42% · EM ±8.6%Aug 26 — IV 36% · EM ±7.3%Aug 27 — IV 41% · EM ±8.0%Aug 28 — IV 36% · EM ±7.0%Aug 31 — IV 29% · EM ±5.1%Sep 01 — IV 43% · EM ±7.5%Sep 02 — IV 44% · EM ±7.4%Sep 03 — IV 41% · EM ±6.7%Sep 04 — IV 49% · EM ±7.6%Sep 07 — IV 55% · EM ±7.6%Sep 08 — IV 57% · EM ±7.6%Sep 09 — IV 45% · EM ±5.7%Sep 10 — IV 62% · EM ±7.3%Sep 11 — IV 43% · EM ±4.7%Sep 14 — IV 97% · EM ±8.1%Sep 15 — IV 108% · EM ±7.8%Sep 16 — IV 126% · EM ±7.4%Sep 17 — IV 216% · EM ±9.0%Sep 21 — IV 37% · EM ±7.7%Sep 22 — IV 37% · EM ±7.5%Sep 23 — IV 40% · EM ±8.1%Sep 24 — IV 24% · EM ±4.7%Sep 25 — IV 24% · EM ±4.5%Sep 28 — IV 32% · EM ±5.7%Sep 29 — IV 31% · EM ±5.3%Sep 30 — IV 65% · EM ±10.9%Oct 01 — IV 53% · EM ±8.6%Oct 02 — IV 67% · EM ±10.4%Oct 06 — IV 72% · EM ±9.5%Oct 07 — IV 38% · EM ±4.8%Oct 08 — IV 43% · EM ±5.1%

Sector peers

ACT
Enact Holdings, Inc.
$6.3B $46.92+0.1%
HGTY
Hagerty, Inc.
$5.0B $15.79+2.1%
BWIN
The Baldwin Insurance Group, Inc.
$4.4B $31.890.0%
ARX
Accelerant Holdings
$4.3B $19.760.0%
CRVL
CorVel Corp.
$3.9B $83.88+3.2%
RYAN
Ryan Specialty Holdings, Inc.
$9.6B $44.49+3.7%

FAF earnings FAQ

What is FAF's expected move for earnings?

Options currently price a move of about ±5.1%, or $3.32 per share either way from $65.07.

How does FAF stock usually react to earnings?

Across the last 6 reports the average next-day move was ±3.4%, up 5 times and down 1 times.

What is FAF's implied volatility?

FAF's at-the-money implied volatility is about 43% based on the latest options snapshot.

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