Keefe, Bruyette & Woods Reiterates Buy Rating on FAF

Keefe, Bruyette & Woods maintains its Buy rating on FAF with a price target of $84, a 24.91% upside from the current price.

Key Points

  • Keefe, Bruyette & Woods reiterated its Buy rating on FAF, setting a price target of $84 as of June 25, 2026.
  • Keefe, Bruyette & Woods's $84 price target implies 24.91% upside from First American Financial Corporation's ($FAF) current $67.25 share price.
  • On Thursday, FAF shares traded at $67.25, amid various institutional activities including new positions by Vanguard Portfolio Management LLC.
  • Recent insider transactions included both buys and sells, with significant moves by executives like CEO Mark Edward Seaton and CFO Matthew Wajner.

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Keefe, Bruyette & Woods reiterated its Buy rating for FAF on June 25, 2026, maintaining a price target of $84. This follows consistent analyst confidence in the company's prospects.

Analyst rating track record

Keefe, Bruyette & Woods vs. the S&P 500

YTD return -46.86% hypothetical
All-time return -74.05% S&P 500 +23.37%
vs. S&P 500 -97.42% behind the index

Hypothetical, simulated performance of disclosed positions vs. the S&P 500. Not realized profit and not investment advice. Past performance does not indicate future results. Details.

Other Institutional Activity in FAF

BlackRock, Inc. grew its holdings by 70,737 shares, ending with 9,225,862 shares valued at about $556.2 million, reflecting a 0.8% increase. Meanwhile, FMR LLC made a slight reduction, trimming 40 shares to hold 9,160,679 shares worth $552.3 million. Boston Partners decreased its stake by 167,507 shares, reducing its holdings by 2.8% to 5,749,224 shares, valued at $346.3 million. Vanguard Portfolio Management LLC opened a new position with 5,215,995 shares valued at $314.5 million. Dimensional Fund Advisors LP increased its stake by 245,279 shares, a 5.6% rise, resulting in 4,636,464 shares valued at $279.5 million.

First American Financial Corporation Stock Down 9.7%

Shares of FAF traded near $67.25 on Thursday. The stock has seen active trading among institutional investors, with significant movements in holdings reported recently.

12-month forecast

$FAF price target

Past daily closes and this analyst's 12-month price target. Not investment advice.

Insider Buying and Selling at First American Financial Corporation

On June 22, 2026, Dennis Gilmore bought 14,570 shares, while Lisa Cornehl, SVP and Chief Legal Officer, sold 160 shares at $68.63 each. Matthew Wajner, EVP and CFO, sold 619 shares, and CEO Mark Edward Seaton sold 2,372 shares, both at the same price. Earlier, on May 5, Lisa Cornehl sold 5,824 shares, and Dennis Gilmore sold 13,311 shares on April 29.

Analysts Set New Price Targets

On June 25, 2026, Keefe, Bruyette & Woods maintained its Buy rating on FAF with a price target of $84. Stephens & Co. and Barclays also maintained Buy ratings with targets of $84 and $80, respectively, in April 2026. Truist Securities set a target of $85, maintaining its Buy rating as well.

Bottom Line

FAF continues to attract analyst attention, with Keefe, Bruyette & Woods reaffirming its Buy rating and setting a robust price target. The stock has seen varied institutional activities and insider trades, reflecting dynamic investor interest. As a reminder, analyst ratings and price targets are forward-looking and based on current assessments.

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