First American Corporation (New (FAF) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $1.78
- Estimate
- $1.84
- Surprise
- -3.5%
- Revenue (period 2026-09-30)
- $2.08B
- Score at report (before → after)
- 6.7 → 6.7/10
Revenue source: xbrl.
How the report landed
First American Corporation (New (FAF) missed the $1.84 estimate with adjusted EPS of $1.78 — a clear 3.5% shortfall. TrendMatrix's engine moved from Buy (Wait) (6.7/10) to Hold at 6.7/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates FAF Hold at 5.6/10.
3 of the last 4 quarters beat the estimate; this quarter's -3.5% surprise compares with a +18.7% four-quarter average. Next scheduled report: 2027-02-10.
What supports the rating
- Sector modifier (Financial Services): +1.0
- Strong earnings beat streak (3/4)
What argues against it
- Thin upside margin: 7.9%
- Weak growth
- Reward/Risk 1.4:1 at current price — below 1.5:1 minimum
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $63.72
- Price target
- $68.73
- Stop
- $60.00
- Upside to target
- +7.9%
- Reward-to-risk
- 1.4:1
At 9.0× trailing and 9.3× forward earnings, consensus estimates imply little change in earnings power.
Model outputs from TrendMatrix’s engine as of 2026-10-30 — shown for context, not personalized investment advice.
FAF at TrendMatrix's latest read
For financials, the EPS print is only half the story: credit costs, reserve builds, and rate sensitivity decide how a quarter actually lands.
- Industry
- Insurance - Specialty
- Market cap
- $6.51B
- P/E (fwd)
- 9.3
- P/E (ttm)
- 9.0
- 52-week range
- $56.20–$79.87
- Off 52-week high
- 20.2%
- RSI (14)
- 63
- Volume vs avg
- 1.21×
- Score today
- 5.6/10