First American Financial Corp
FAF · Title Insurance · 101.9M shares · -2%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $24M (gross $73M, SBC $49M)
Reference price $68.63 · est. market cap ~$7.0B — last insider sale, 2026-05-05 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B74First American Financial — leading title insurer with strong rebound.
Strengths
- Net income up sharply (93rd pct), ROA (80th), strong cash (89th)
- Market-leading title franchise and data assets
Risks
- Mortgage/housing-cycle sensitivity
- Investment-portfolio rate exposure
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Strong balance sheetStrong balance sheet — $1.4B cash & investments
- Insider buyingInsider buying — 3 open-market buy(s) by 1 insider(s) (~$4M, last 6mo) Form 4 ↗
- Buying back stockNet buyback — share count -2%/yr over 4y
- Revenue declineRevenue -10.3% YoY
- Insider sellingInsider selling — 2 open-market sale(s) by 2 insider(s) (cluster of 2 insiders, ~$867,655, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
8.3%
Return on equity
11.3%
Return on assets
3.8%
Revenue growth (QoQ)
-10.3%
Net-income growth
374.3%
Tangible book value
$3.6B
Cash & investments
$1.4B
Stock comp / revenue
0.9%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-22 | Seaton Mark Edward | Tax withheld | 2.4K | $68.63 |
| 2026-06-22 | Wajner Matthew F. | Tax withheld | 619 | $68.63 |
| 2026-06-22 | GILMORE DENNIS J | Grant | 15K | — |
| 2026-06-22 | Cornehl Lisa W | Tax withheld | 160 | $68.63 |
| 2026-05-05 | Cornehl Lisa W | Sell | 5.8K | $68.63 |
| 2026-04-29 | GILMORE DENNIS J | Disposition | 13K | — |
| 2026-04-24 | McCarthy Margaret M | Sell | 6.6K | $70.59 |
| 2026-02-24 | Adams Steven A | Tax withheld | 381 | $66.34 |
| 2026-02-24 | Wajner Matthew F. | Tax withheld | 670 | $66.34 |
| 2026-02-24 | Seaton Mark Edward | Tax withheld | 5.3K | $66.34 |
| 2026-02-24 | Cornehl Lisa W | Tax withheld | 1.8K | $66.34 |
| 2026-02-23 | Seaton Mark Edward | Tax withheld | 7.0K | $67.36 |
| 2026-02-23 | Wajner Matthew F. | Tax withheld | 835 | $67.36 |
| 2026-02-23 | Adams Steven A | Tax withheld | 509 | $67.36 |
| 2026-02-23 | Cornehl Lisa W | Tax withheld | 1.6K | $67.36 |
| 2026-02-19 | McCarthy Margaret M | Grant | 2.4K | — |
| 2026-02-19 | KENNEDY PARKER S | Grant | 2.4K | — |
| 2026-02-19 | Adams Steven A | Grant | 3.4K | — |
| 2026-02-19 | Cornehl Lisa W | Grant | 12K | — |
| 2026-02-19 | Seaton Mark Edward | Grant | 65K | — |
| 2026-02-19 | Wajner Matthew F. | Grant | 16K | — |
| 2026-02-19 | Wahl Deborah | Grant | 2.4K | — |
| 2026-02-19 | Spence Marsha A | Grant | 2.4K | — |
| 2026-02-19 | OMAN MARK C | Grant | 2.4K | — |
| 2026-02-19 | DAILEY JEFFREY J | Grant | 2.4K | — |
| 2026-02-19 | GILYARD REGINALD HAROLD | Grant | 2.4K | — |
| 2026-02-19 | DOTI JAMES L | Grant | 2.4K | — |
| 2026-02-19 | MCKEE MICHAEL D | Grant | 2.4K | — |
| 2026-02-19 | GILMORE DENNIS J | Grant | 2.4K | — |
| 2026-02-17 | Adams Steven A | Tax withheld | 1.2K | $67.22 |
| 2026-02-17 | Seaton Mark Edward | Tax withheld | 14K | $67.22 |
| 2026-02-17 | Cornehl Lisa W | Tax withheld | 3.7K | $67.22 |
| 2026-02-17 | Wajner Matthew F. | Tax withheld | 2.2K | $67.22 |
| 2026-02-17 | KENNEDY PARKER S | Buy | 30K | $67.92 |
| 2026-02-17 | KENNEDY PARKER S | Buy | 15K | $67.70 |
| 2026-02-13 | KENNEDY PARKER S | Buy | 15K | $67.17 |
| 2026-02-04 | Wajner Matthew F. | Grant | 2.7K | — |
| 2026-02-04 | Seaton Mark Edward | Grant | 17K | — |
| 2026-02-04 | Cornehl Lisa W | Grant | 5.0K | — |
| 2026-02-04 | Adams Steven A | Grant | 2.0K | — |
| 2025-12-22 | DAILEY JEFFREY J | Grant | 406 | — |
| 2025-12-03 | GILMORE DENNIS J | Gift | 16K | — |
| 2025-11-10 | KENNEDY PARKER S | Gift | 3.0K | — |
| 2025-08-28 | DOTI JAMES L | Sell | 7.7K | $65.17 |
| 2025-08-13 | McCarthy Margaret M | Sell | 3.5K | $65.63 |
| 2025-06-20 | Wajner Matthew F. | Grant | 3.3K | — |
| 2025-06-20 | GILMORE DENNIS J | Grant | 13K | — |
| 2025-06-20 | Cornehl Lisa W | Grant | 865 | — |
| 2025-06-20 | Seaton Mark Edward | Grant | 13K | — |
| 2025-06-04 | GILMORE DENNIS J | Gift | 18K | — |
| 2025-02-25 | Seaton Mark Edward | Sell | 37K | $65.27 |
| 2025-02-25 | Cornehl Lisa W | Sell | 3.1K | $65.49 |
| 2025-02-24 | WYRSCH MARTHA B | Grant | 2.5K | — |
| 2025-02-24 | Wajner Matthew F. | Grant | 3.6K | — |
| 2025-02-24 | Wajner Matthew F. | Tax withheld | 1.0K | $63.42 |
| 2025-02-24 | Wahl Deborah | Grant | 2.5K | — |
| 2025-02-24 | Spence Marsha A | Grant | 2.5K | — |
| 2025-02-24 | Seaton Mark Edward | Grant | 29K | — |
| 2025-02-24 | Seaton Mark Edward | Tax withheld | 12K | $63.42 |
| 2025-02-24 | Seaton Mark Edward | Sell | 13K | $64.28 |
| 2025-02-24 | OMAN MARK C | Grant | 2.5K | — |
| 2025-02-24 | MCKEE MICHAEL D | Grant | 2.5K | — |
| 2025-02-24 | McCarthy Margaret M | Grant | 2.5K | — |
| 2025-02-24 | KENNEDY PARKER S | Grant | 2.5K | — |
| 2025-02-24 | GILYARD REGINALD HAROLD | Grant | 2.5K | — |
| 2025-02-24 | GILMORE DENNIS J | Grant | 2.5K | — |
| 2025-02-24 | GILMORE DENNIS J | Tax withheld | 3.9K | $63.42 |
| 2025-02-24 | DOTI JAMES L | Grant | 2.5K | — |
| 2025-02-24 | DEGIORGIO KENNETH D | Grant | 66K | — |
| 2025-02-24 | DEGIORGIO KENNETH D | Tax withheld | 20K | $63.42 |
| 2025-02-24 | Cornehl Lisa W | Grant | 9.4K | — |
| 2025-02-24 | Cornehl Lisa W | Tax withheld | 1.5K | $63.42 |
| 2025-02-24 | Adams Steven A | Grant | 3.1K | — |
| 2025-02-24 | Adams Steven A | Tax withheld | 876 | $63.42 |
| 2025-02-18 | Wajner Matthew F. | Tax withheld | 871 | $63.66 |
| 2025-02-18 | Seaton Mark Edward | Tax withheld | 9.7K | $63.66 |
| 2025-02-18 | DEGIORGIO KENNETH D | Tax withheld | 16K | $63.66 |
| 2025-02-18 | Cornehl Lisa W | Tax withheld | 634 | $63.66 |
| 2025-02-18 | Adams Steven A | Tax withheld | 489 | $63.66 |
| 2025-02-14 | GILMORE DENNIS J | Sell | 110K | $63.59 |
| 2025-02-14 | GILMORE DENNIS J | Sell | 1.8K | $64.13 |
| 2025-02-05 | Wajner Matthew F. | Grant | 617 | — |
| 2025-02-05 | Seaton Mark Edward | Grant | 4.0K | — |
| 2025-02-05 | GILMORE DENNIS J | Grant | 12K | — |
| 2025-02-05 | DEGIORGIO KENNETH D | Grant | 6.5K | — |
| 2025-02-05 | Cornehl Lisa W | Grant | 585 | — |
| 2025-02-05 | Adams Steven A | Grant | 460 | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-15 | 3.035.03Shareholder voteExhibits | filing ↗ |
| 2026-04-29 | Exec/director changeExhibits | filing ↗ |
| 2026-04-22 | ResultsExhibits | filing ↗ |
| 2026-02-11 | ResultsExhibits | filing ↗ |
| 2026-01-21 | Exec/director change | filing ↗ |
| 2025-11-04 | Exec/director changeExhibits | filing ↗ |
| 2025-10-22 | ResultsExhibits | filing ↗ |
| 2025-07-23 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-15 | 2026-05-12 | 0001193125-26-226782 ↗ |
| 8-K | 2026-04-29 | 2026-04-29 | 0001193125-26-191548 ↗ |
| 10-Q | 2026-04-24 | 2026-03-31 | 0001193125-26-174195 ↗ |
| 8-K | 2026-04-22 | 2026-04-22 | 0001193125-26-170438 ↗ |
| 10-K | 2026-02-18 | 2025-12-31 | 0001193125-26-055516 ↗ |
| 8-K | 2026-02-11 | 2026-02-11 | 0001193125-26-046587 ↗ |
| 8-K | 2026-01-21 | 2026-01-21 | 0001193125-26-017981 ↗ |
| 8-K | 2025-11-04 | 2025-11-04 | 0001193125-25-264834 ↗ |
| 10-Q | 2025-10-24 | 2025-09-30 | 0001193125-25-248967 ↗ |
| 8-K | 2025-10-22 | 2025-10-22 | 0001193125-25-246796 ↗ |
| 10-Q | 2025-07-25 | 2025-06-30 | 0000950170-25-098495 ↗ |
| 8-K | 2025-07-23 | 2025-07-23 | 0000950170-25-097891 ↗ |