Every 8-K that First Amern Finl Corp (FAF) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow FAF and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full FAF filings page.
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 Corporation reported that stockholders approved significant changes to its governing documents. They eliminated 66⅔% supermajority voting requirements for removing directors outside annual meetings, amending key certificate sections, and amending the bylaws. Stockholders also approved declassifying the Board and phasing in annual director elections over three years so that all directors will stand for annual election starting with the 2029 annual meeting. Related amendments to the bylaws and a restated certificate of incorporation became effective on May 14, 2026. Stockholders elected three Class I directors, approved executive compensation on an advisory basis, and ratified PricewaterhouseCoopers LLP as independent auditor for 2026.
First American Financial Corporation disclosed a change in executive equity compensation. On April 29, 2026, the Board and Executive Chairman Dennis J. Gilmore mutually agreed to cancel all of his outstanding and unvested restricted stock units and performance-based restricted stock units granted on June 20, 2025.
The cancellation was voluntary by Mr. Gilmore and was not made in exchange for any other equity or cash-based compensation. The company filed a form of the RSU and PRSU Cancellation Agreement as an exhibit for reference.
First American Financial reported strong first-quarter 2026 results. Total revenue was $1.8 billion, up 16% from a year earlier. Net income rose to $125.1 million, or $1.21 per diluted share, with adjusted EPS of $1.33, up 58% year over year.
The Title Insurance and Services segment generated $1.7 billion of revenue, up 17%, with adjusted pretax margin improving to 10.4%. Commercial revenues reached $271.2 million, up 48%, while Home Warranty delivered $109.8 million of revenue and a 23.8% adjusted pretax margin. The company also repurchased 556,336 shares for $33 million and ended the quarter with $2.44 billion in cash and cash equivalents.
First American Financial Corporation reported strong fourth-quarter and full-year 2025 results. Fourth-quarter total revenue was $2.0 billion, up 22% from a year earlier, with net income of $212 million, or $2.05 per diluted share, versus $72 million, or $0.69 per share. Adjusted EPS was $1.99, up from $1.35.
Title Insurance and Services revenue rose 21% to $1.9 billion, with pretax margin improving to 14.9% and commercial revenue up 35% to $339 million. Home Warranty revenue grew to $110 million, with pretax margin of 21.1%. Operating cash flow for the quarter was $369 million.
For full-year 2025, revenue reached $7.5 billion, up 22%, while net income increased to $622 million, or $6.00 per diluted share, compared with $1.26 in 2024. Adjusted EPS was $6.05 versus $4.40. The company generated $951 million of operating cash flow, repurchased 2.1 million shares for $122 million, and modestly raised its dividend.
First American Financial Corporation reported a change in its board leadership. On January 21, 2026, director Martha Wyrsch retired from the company’s Board of Directors. The filing does not describe any additional board appointments or related compensatory arrangements, focusing solely on her retirement. The company’s common stock continues to trade on the New York Stock Exchange under the symbol FAF.
First American Financial Corporation announced the appointment of Jeffrey J. Dailey to its Board of Directors. The Board approved his appointment on November 4, 2025.
The company stated that Mr. Dailey has not yet been appointed to any Board committees. A press release announcing the appointment was included as Exhibit 99.1.
First American Financial Corporation furnished an 8-K announcing it issued a press release with financial results for the quarter ended September 30, 2025. The press release is attached as Exhibit 99.1 and, consistent with Item 2.02, the information is being furnished, not filed, under the Exchange Act. The company’s common stock trades on the NYSE under the symbol FAF.