What is the 13F Pro Quality Score for FAF?

13F Pro ranks First American Financial Corp (FAF) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View FAF's current score at https://13fpro.ai/company/FAF (free sign-up required for the full ranking).

Which hedge funds own the most FAF stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of FAF include BlackRock,, FMR, Boston Partners. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/FAF as soon as new 13F filings post.

Where does 13F Pro source FAF data?

All First American Financial Corp fundamentals and ownership data come directly from SEC EDGAR. First American Financial Corp files with the SEC under CIK 1472787. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is FAF in?

First American Financial Corp (FAF) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

What drives FAF's revenue?

Per First American Financial Corp's latest 10-Q filed with the SEC on 2026-07-23, the biggest revenue drivers are: Title Insurance and Services ($2,014.6M, +16.9% YoY); Agent premiums ($819.7M, +14.4% YoY); Direct premiums and escrow fees ($689.2M, +14.8% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/FAF.

What are FAF's largest expenses?

First American Financial Corp's latest 10-Q reports these as the largest expense items: Premiums retained by agents ($658.6M, +14.8% YoY); Personnel costs ($614.3M); Other operating expenses ($352.1M). Sourced directly from SEC EDGAR filing text for Q2 2026 (quarter ended June 30, 2026).

How often is FAF research updated on 13F Pro?

FAF's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

First American Financial Corp(FAF)Stock Analysis

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13F Pro Quality Score

72.6/100

Rank #150 of 2,961 stocksTOP 10%

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

68.6/100

Profitability

71.7/100

Balance Sheet

66.0/100

Earnings Quality

60.6/100

Free Cash Flow

56.6/100

Institutional Flow

66.3/100

Revenue Scale

84.1/100

Dilution Risk

59.4/100

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Why FAF Scores 73/100

exact factor attribution · 2026-09-11

FAF's composite is driven by scale and revenue growth. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+6.8 pts

84th pct

Revenue growth

+5.0 pts

69th pct

Profitability

+4.3 pts

72th pct

Earnings growth

+2.6 pts

89th pct

Capital efficiency

+2.1 pts

66th pct

Institutional flow

+1.1 pts

66th pct

Earnings quality

+1.1 pts

61th pct

Free cash flow

+1.0 pts

57th pct

Shareholder dilution

+0.6 pts

59th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

FAF Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for First American Financial Corp (FAF), a Financials sector company. 13F Pro's AI-powered ranking engine scores FAF at 72.6/100 on a 32-signal composite quality model, placing it at rank #150 of 2,961 stocks — the top 10% of the AI-ranked universe. FAF scores in the top quartile across revenue scale (84.1). Based on the latest XBRL financial filings (Q2 2026), First American Financial Corp reports quarterly revenue of $2.1B, net income of $218.5M, an operating margin of 13.4%. Top institutional holders of FAF by reported 13-F value include BlackRock, FMR, Boston Partners, based on the most recent SEC filings. FAF trades on the NYSE exchange and files with the SEC under CIK 1472787. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate FAF daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for First American Financial Corp directly from SEC EDGAR. First American Financial Corp's 13F Pro composite quality score has ranged between 36 and 76 since 2021, currently 72.6 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

What's Driving FAF's Business? Latest 10-Q Breakdown

✓ 35/35 datapoints verified

AI-extracted from First American Financial Corp's 10-Q filed 2026-07-23 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Q2 revenue rose 15.0% to $2.1B and net income attributable to the Company reached $218.5M ($2.12 per diluted share), driven by a 34.1% jump in commercial direct premiums.

Biggest Revenue Drivers

Title Insurance and Services$2,014.6M+16.9% YoY

Increases in domestic average revenues per order, with average revenue per order closed up 17.3% to $4,572

Home Warranty$113.8M+3.3% YoY

Direct premiums up 1.1%, primarily attributable to an increase in the average price per policy

Biggest Revenue Drivers

Total revenue: $2.1B+15.0% YoY

Title Insurance and Services$2,014.6M+16.9% YoY

Increases in domestic average revenues per order, with average revenue per order closed up 17.3% to $4,572

Within Title Insurance and Services

Agent premiums$819.7M+14.4% YoY

Generally consistent with the 21.2% increase in direct premiums and escrow fees in the first quarter of 2026

Direct premiums and escrow fees$689.2M+14.8% YoY

Commercial, refinance and purchase direct premiums rose 34.1%, 18.2% and 2.0% respectively

Home Warranty$113.8M+3.3% YoY

Direct premiums up 1.1%, primarily attributable to an increase in the average price per policy

Corporate and Eliminations$(11.1)M

Net investment losses of $36.2 million, primarily impairment charges on a non-marketable equity investment

Largest Expense Items

Premiums retained by agents$658.6M+14.8% YoY

Agents retained 80.3% of title premiums generated by agency operations, versus 80.0% a year earlier

Personnel costs$614.3M

Higher incentive compensation expense due to higher revenue and profitability, plus higher salaries, benefits and payroll taxes

Other operating expenses$352.1M

Higher production expenses on higher volumes and an increase in software expense

Provision for policy losses and other claims$87.3M

Title loss provision rate held at 3.0%, reflecting a 3.75% ultimate loss rate less 0.75% prior-year reserve releases

Margins: Title insurance pretax margin expanded to 15.7% from 12.6%, as fixed costs leverage higher closed order revenue; home warranty margin rose to 21.3% from 20.2% on a lower loss provision rate of 39.8%.

Watch Items from the Filing

Recorded a $41.7 million impairment on a non-marketable equity investment from an internal valuation driven by a recent change in the underlying business's operations.
Debt securities carry $326.2 million of gross unrealized losses, of which $247.7 million sit in positions held 12 months or longer.
Residential purchase opened orders per day fell 2.4% and closed purchase orders per day fell 3.4%; growth leaned on commercial and refinance volume.
Off-balance-sheet escrow deposits grew to $12.2 billion from $9.3 billion, with the Company contingently liable for their disposition.
Home warranty revenue grew only 3.3% versus title's 16.9%; interest expense rose 33.3% on higher depositor funds and warehouse lending.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$2.1B

Net Income

Q2 2026

$218.5M

Free Cash Flow

Q2 2026

$317.4M

Operating Margin

Q2 2026

13.4%

ROIC

Q2 2026

20.2%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+21.6% YoY

$7.45BFY 2025

FY22 $7.61BFY23 $6.00BFY24 $6.13BFY25 $7.45B

Net Income

+374.3% YoY

$621.8MFY 2025

FY22 $263.0MFY23 $216.8MFY24 $131.1MFY25 $621.8M

EPS (Diluted)

+376.2% YoY

$6.00FY 2025

FY22 $2.45FY23 $2.07FY24 $1.26FY25 $6.00

Total Assets

+8.9% YoY

$16.23BFY 2025

FY22 $14.96BFY23 $16.80BFY24 $14.91BFY25 $16.23B

Op. Cash Flow

+5.9% YoY

$950.8MFY 2025

FY22 $777.6MFY23 $354.3MFY24 $897.5MFY25 $950.8M

Free Cash Flow

+12.3% YoY

$762.5MFY 2025

FY22 $517.8MFY23 $90.9MFY24 $679.2MFY25 $762.5M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$7.45B +21.6%	$6.13B +2.1%	$6.00B -21.1%	$7.61B -17.5%	$9.22B +30.1%	$7.09B
Net Income	$621.8M +374.3%	$131.1M -39.5%	$216.8M -17.6%	$263.0M -78.8%	$1.24B +78.3%	$696.0M
EPS (Diluted)	$6.00 +376.2%	$1.26 -39.1%	$2.07 -15.5%	$2.45 -78.0%	$11.14 +80.8%	$6.16
Total Assets	$16.23B +8.9%	$14.91B -11.3%	$16.80B +12.4%	$14.96B -9.1%	$16.45B +28.6%	$12.80B
Operating Cash Flow	$950.8M +5.9%	$897.5M +153.3%	$354.3M -54.4%	$777.6M -36.3%	$1.22B +12.4%	$1.08B
Free Cash Flow	$762.5M +12.3%	$679.2M +647.2%	$90.9M -82.4%	$517.8M -51.1%	$1.06B +9.1%	$971.0M

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Available Research

13F Pro tracks comprehensive data for First American Financial Corp including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of FAF

BlackRock, Inc.
$643.6M9,382,850 sh
FMR LLC
$628.3M9,160,791 sh
Boston Partners
$400.8M5,841,231 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$371.1M5,410,437 sh
DIMENSIONAL FUND ADVISORS LP
$335.9M4,897,760 sh
VANGUARD CAPITAL MANAGEMENT LLC
$303.3M4,422,387 sh
STATE STREET CORP
$232.5M3,389,352 sh
ARIEL INVESTMENTS, LLC
$221.5M3,229,706 sh
LSV ASSET MANAGEMENT
$158.8M2,315,857 sh
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$135.7M1,977,842 sh

Fund	Value	Shares
BlackRock, Inc.	$643.6M	9,382,850
FMR LLC	$628.3M	9,160,791
Boston Partners	$400.8M	5,841,231
VANGUARD PORTFOLIO MANAGEMENT LLC	$371.1M	5,410,437
DIMENSIONAL FUND ADVISORS LP	$335.9M	4,897,760
VANGUARD CAPITAL MANAGEMENT LLC	$303.3M	4,422,387
STATE STREET CORP	$232.5M	3,389,352
ARIEL INVESTMENTS, LLC	$221.5M	3,229,706
LSV ASSET MANAGEMENT	$158.8M	2,315,857
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$135.7M	1,977,842

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Is FAF a good stock to buy?

13F Pro's AI-powered analysis of First American Financial Corp (FAF) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for FAF are available on the FAF stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. FAF is classified as a mid company.

Which hedge funds own FAF?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling FAF. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of First American Financial Corp's investment landscape.