First American Financial Corporation shares have risen 20.8% over the past year, outpacing the industry's 6% gain and closing at $70.26 on Thursday, just shy of the $71.47 52-week high. The rally reflects strong commercial title insurance activity, higher investment income, and technology investments, though the residential market remains weak due to elevated mortgage rates. The Zacks average price target of $85.80 implies a 22.5% upside, and the stock trades at a 1.30 price-to-book multiple, below the industry average of 1.47. Consensus estimates project 2026 earnings per share growth of 11.6% and revenue of $7.9 billion, with a long-term earnings growth rate of 15.2% versus the industry's 7.2%. First quarter 2026 investment income rose 12% to $154 million, and the company has $248 million remaining under its share repurchase authorization.
First American Corporationstrong commercial title insurance activity driving revenue
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