First American Financial Corporation reported third-quarter 2026 revenue of $2,084.6 million, compared with $1,978.9 million in 2025. Net income attributable to the company was $177.0 million, versus $189.6 million, and diluted earnings per share were $1.72 versus $1.84. For the first nine months of 2026, revenue was $6,039.9 million and net income attributable to the company was $520.6 million, compared with $5,402.5 million and $409.9 million, respectively, in 2025.
Cash provided by operating activities for the nine months was $600.2 million, compared with $581.5 million. Comprehensive income attributable to the company was a loss of $184.2 million in the quarter, versus income of $249.0 million a year earlier; total other comprehensive loss was $361.2 million, including a $364.0 million change in unrealized losses on debt securities. At September 30, 2026, debt securities had $776.1 million in gross unrealized losses. First American attributed these losses to non-credit factors and did not consider the securities credit impaired. Quarterly cash dividends were $0.61 per share, compared with $0.55.
First American Financial Corp. (FAF) reported third-quarter 2026 revenue of $2,084.6 million, up 5% from $1,978.9 million a year earlier. Net income attributable to the company was $177.0 million, versus $189.6 million, and diluted earnings were $1.72 per share versus $1.84. Adjusted net income was $183.4 million, compared with $174.9 million, and adjusted diluted EPS was $1.78 versus $1.70.
Title Insurance and Services revenue was $1,972.9 million, compared with $1,835.9 million; commercial revenue was $297.4 million, up 21%. Home Warranty revenue was $114.7 million, while pretax income fell to $11.3 million from $16.2 million and its pretax margin was 9.9%, versus 14.1%. Cash flow from operations was $238 million, compared with $273 million.
FAF raised its common stock dividend 11% to an annual rate of $2.44 per share.
First American Financial Corp filed a quarterly Form 13F holdings report as an institutional investment manager. The report, signed by Senior Vice President and Chief Legal Officer Lisa W. Cornehl, lists 3 reportable equity positions with an aggregate reported value of $390,465,037 as of the reporting period.
First American Financial Corp officer Steven A. Adams, VP & Chief Accounting Officer, reported selling a total of 3,252.598 shares of common stock on July 24, 2026, in transactions described as sales in the open market or private transactions at a weighted average price of $74.9937 per share, with individual prices between $74.9901 and $75.055. His direct holdings include several tranches of unvested RSUs and shares accumulated through automatic dividend reinvestment and the Employee Stock Purchase Plan.
An affiliate of FAF has filed a notice of proposed sale of 3,253 shares of common stock through Fidelity Brokerage Services LLC on the NYSE, with an expected sale date of 07/24/2026 and an indicated aggregate value of $243,924.52.
The filing lists how these shares were acquired, including dividend reinvestments, Employee Stock Purchase Plan (ESPP) purchases, and multiple restricted stock vesting events from December 2022 through June 2025.
First American Financial Corporation reported Q2 2026 results with higher revenue and earnings year over year. Revenues for the three months ended June 30, 2026 were $2,117.3 million, up from $1,841.3 million a year earlier. Net income attributable to the Company was $218.5 million versus $146.1 million, with diluted EPS of $2.12 compared with $1.41.
For the first half of 2026, revenues totaled $3,955.3 million versus $3,423.6 million in 2025, and net income attributable to the Company was $343.6 million versus $220.3 million, yielding diluted EPS of $3.33 versus $2.12. Cash dividends per share were $0.55 in Q2 and $1.10 for the six-month period.
At June 30, 2026, total assets were $18,941.0 million and cash and cash equivalents were $2,624.8 million. Available-for-sale debt securities had an estimated fair value of $9,774.7 million and equity securities $855.7 million; 92.3% of the debt portfolio was rated A- or higher. Stockholders’ equity was $5,620.8 million, with 102.1 million common shares outstanding as of July 20, 2026. The Company administers significant off-balance-sheet client funds, including $12.2 billion of escrow deposits, $6.0 billion of trust assets, $2.8 billion of like-kind exchange funds and $2.2 billion of mortgage subservicing deposits, for which it may be contingently liable.
First American Financial Corporation reported strong second-quarter 2026 results, with total revenue of $2.1 billion, up 15 percent from a year earlier. Net income attributable to the company was $218.5 million and diluted earnings per share were $2.12; adjusted EPS was $2.08. Management noted adjusted earnings per share rose 36 percent year-over-year.
The Title Insurance and Services segment generated $2.0 billion of revenue, up 17 percent, with pretax margin expanding to 15.7 percent and adjusted pretax margin of 14.0 percent. Investment income in this segment increased 11 percent to $164 million, and commercial revenues grew 34 percent to $314 million, with average commercial revenue per order of $19,980. Home Warranty revenue rose to $114 million, with pretax margin of 21.3 percent and a 40 percent claim loss rate.
Cash and cash equivalents were $2.6 billion as of June 30, 2026, and total stockholders’ equity was $5.6 billion. The company reported a debt-to-capital ratio of 31.4 percent, or 21.5 percent excluding $1.0 billion of secured financings payable, and repurchased 330,405 shares for $20 million at an average price of $61.99.
First American Financial Corp EVP and CFO Matthew F. Wajner reported a routine tax-withholding share disposition. On this Form 4, 619 shares of common stock were withheld on 2026-06-22 at $68.63 per share to cover tax obligations tied to restricted stock unit vesting.
After this withholding, he directly holds 52,997 shares of common stock. Footnotes show additional unvested Restricted Stock Units that vest over time, including 1,075, 2,539, 2,297 and 16,480 RSUs from prior grants that vest in three equal annual installments starting in 2025, 2026 and 2027.
First American Financial Corp Chief Executive Officer Mark Edward Seaton reported a routine tax-related share withholding. On this Form 4, 2,372 shares of common stock were disposed of at $68.63 per share to cover tax liability tied to vesting restricted stock units, not an open-market sale.
After this withholding, Seaton directly holds about 232,081.098 shares of common stock. His position also includes multiple blocks of unvested restricted stock units that vest in three equal annual installments starting on various anniversaries in 2025, 2026 and 2027, plus shares accumulated through dividend reinvestment and the employee stock purchase plan.
First American Financial Corp senior vice president and chief legal officer Lisa W. Cornehl reported a routine tax-related share withholding. On 160 shares of common stock, the company withheld shares at $68.63 per share to cover tax liability tied to restricted stock unit vesting. After this transaction, she directly holds 29,656.492 shares, including multiple blocks of unvested restricted stock units that are scheduled to vest in equal annual installments beginning on February 22, 2025, February 24, 2026, June 20, 2026, and February 19, 2027.