First American Financial Corp (FAF) Form 8-K — Oct 21, 2026
First American Financial reported Q3 2026 total revenue of $2.08 billion, up 5% year-over-year, with net income of $177 million ($1.72 per diluted share) versus $190 million ($1.84) a year ago. Adjusted net income was $183.4 million, or $1.78 per diluted share, up from $1.70 last year. Commercial revenues grew 21% to $297 million and Title segment investment income rose 11% to $169 million, though the Title pretax margin slipped to 12.4% from 12.9% and Home Warranty pretax income fell 30% to $11.3 million.
Key figures
- Eps
- 1.72
- Net Income
- 177000000
- Revenue Yoy
- 5%
- Adjusted eps
- 1.78
- Effective tax rate
- 22.4%
- Shares repurchased
- 23,149 shares for $1 million at avg $64.24 in Q3; 143,254 shares for $9 million at avg $62.40 through Oct 21
- Dividend annual rate
- $2.44 per share (raised 11%)
- Debt to capital ratio
- 30.3%
- Investment income yoy
- 11%
- Commercial revenue yoy
- 21%
- Investment income musd
- 169
- Adjusted net income musd
- 183.4
- Commercial revenues musd
- 297.4
- Title segment pretax margin
- 12.4%
- Cash flow from operations musd
- 238
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