Zacks Investment Research
15 Oct 2026, 17:51 UTC · 1h ago
Impact · against what's priced in
The article presents a value-based bullish case for FAF, but provides no new catalysts that would trigger a price movement. The valuation discount and EPS growth projections are standard consensus data that the market has already integrated into the current share price.
No priced-in read yet
What the story claims
5 claims · scored −1 bearish … +1 bullish · 0 new · 5 priced in
The Zacks Consensus Estimate for First American's 2026 earnings per share (EPS) indicates a year-over-year increase of 17.7%.
Priced inanalysis of consensus estimates
So whatA 17.7% growth rate significantly outperforms the long-term earnings growth rate of 15.2% cited in the text.
More positive than 94% of claims this week
The Zacks average price target of $86 per share suggests a potential 38.3% upside from the last closing price.
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While FAF trades at a discount (1.12X P/B vs 1.43X industry) and shows strong ROE (13.3%), these figures are consistent with consensus estimates and current market sentiment regarding the cyclical housing market.
Read from the article alone
Scored by the NIS engine · methodology.
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Priced inanalysis of analyst price targets
So whatThis implies a current trading price of approximately $62.17 per share.
More positive than 80% of claims this week
First American's 12-month trailing price-to-book value of 1.12X is lower than the industry average of 1.43X.
Priced inanalysis of trailing valuation metrics
So whatThe stock trades at a 21.7% discount to its industry peers' book multiples.
More positive than 68% of claims this week
First American's trailing 12-month return on equity of 13.3% compared favorably with the industry's 7.5%.
Priced inanalysis of trailing ROE
More positive than 56% of claims this week
The consensus estimate for 2027 EPS and revenues indicates an increase of 4.2% and 7.4%, respectively, from 2026 estimates.
Priced inanalysis of forward estimates
So whatGrowth is expected to decelerate sharply in 2027 compared to the 17.7% EPS jump forecast for 2026.
More positive than 47% of claims this week
Which stocks this story touches
More positive than 80% of ticker scores this week
The stock is trading at a discount with a Value Score of A and a projected 38.3% upside.
More positive than 55% of ticker scores this week
Mentioned as trading at a discount to the industry average, which can be seen as a value positive.
More positive than 55% of ticker scores this week
Mentioned as trading at a discount to the industry average, which can be seen as a value positive.
More positive than 55% of ticker scores this week
Mentioned as trading at a discount to the industry average, which can be seen as a value positive.
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2h ago
More positive than 12% of relationship scores this week
[mutual] Both companies are identified as insurers operating within the same industry.
More positive than 12% of relationship scores this week
[mutual] Both companies are identified as insurers operating within the same industry.
More positive than 12% of relationship scores this week
[mutual] Both companies are identified as insurers operating within the same industry.
More positive than 12% of relationship scores this week
[mutual] Both companies are identified as insurers operating within the same industry.
More positive than 12% of relationship scores this week
[mutual] Both companies are identified as insurers operating within the same industry.
+2.7%
$63.73 vs $62.07 close before publication (Oct 14) · not market-adjusted
FAF chart →
