Every material Form 8-K First American Financial has filed with the SEC since September 24, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
On November 3, 2026, First American Financial Corporation appointed Darryl D. Button to its Board of Directors, and he has not yet been named to any board committee. Button has been president and CEO of Pacific Mutual Holding Company since April 2022 and previously served as First American's chief financial officer from 2017 to 2021, so the appointment adds a director with prior company finance experience and current insurance leadership.
Darryl D. Button appointed to the board on November 3, 2026
No committee assignments yet, per the filing
Button has been president and CEO of Pacific Mutual Holding Company since April 2022
Previously served as First American's chief financial officer from 2017 to 2021
First American Financial reported third-quarter 2026 revenue of $2.1 billion, up 5% from a year earlier, and diluted EPS of $1.72, down from $1.84. Adjusted EPS rose to $1.78 from $1.70, while the GAAP decline reflected a swing to net investment losses of $2 million from gains of $26 million a year earlier. The company also raised its annual common dividend by 11% to $2.44 per share.
Total revenue of $2,084.6 million vs. $1,978.9 million in Q3 2025; net income of $177.0 million vs. $189.6 million
Diluted EPS of $1.72 (GAAP) and $1.78 (adjusted), compared with $1.84 and $1.70 a year earlier
Title Insurance and Services investment income rose 11% to $169 million; Home Warranty pretax margin fell to 9.9% from 14.1%
Annual dividend raised 11% to $2.44 per share; 23,149 shares repurchased in Q3 for $1 million
First American Financial Corporation reported second quarter 2026 results, furnished in an 8-K with a July 22, 2026 press release. Total revenue was $2.1 billion, up 15% from a year earlier, and net income attributable to the company was $218.5 million, or $2.12 per diluted share, compared with $146.1 million, or $1.41, in the second quarter of 2025. Both headline earnings measures rose, and the filing does not include updated guidance.
Total revenue of $2.1 billion, up 15% compared with the second quarter of 2025
Diluted EPS of $2.12 versus $1.41 a year earlier; adjusted EPS of $2.08 versus $1.53
U.S. Commercial revenues of $314 million, up 34%, with average revenue per order of $19,980 versus $15,267
Repurchased 330,405 shares for $20 million at an average price of $61.99 during the quarter
On April 29, 2026, First American Financial and Executive Chairman Dennis J. Gilmore mutually agreed to cancel all outstanding unvested restricted stock units and performance-based restricted stock units granted to him on June 20, 2025. The filing says the cancellation was voluntary and not in exchange for other equity or cash compensation, and that Mr. Gilmore's departure from any role is not reported here.
Cancelled awards: outstanding unvested RSUs and PRSUs granted June 20, 2025 to Dennis J. Gilmore, Executive Chairman
All awards were unvested at cancellation and were cancelled in full
Cancellation was voluntary on Mr. Gilmore's part and not in exchange for other awards or payments
Cancellation agreement filed as Exhibit 10.1; filing signed by Lisa W. Cornehl, Chief Legal Officer
First American Financial reported first-quarter 2026 results, with diluted earnings per share of $1.21 versus 71 cents a year earlier and total revenue of $1.8 billion, up 16 percent. Adjusted EPS was $1.33 versus 84 cents, and the company did not change its guidance in this filing.
Net income of $125.1 million, or $1.21 per diluted share, versus $74.2 million, or 71 cents, in Q1 2025
Total revenue of $1.8 billion, up 16 percent; commercial revenues of $271 million, up 48 percent
Title Insurance and Services adjusted pretax margin of 10.4 percent versus 7.9 percent a year earlier
Repurchased 556,336 shares for $33 million in the quarter; quarterly cash dividend declared at 55 cents per share
First American Financial reported fourth-quarter 2025 net income of $212 million, or $2.05 per diluted share, versus $72 million, or 69 cents, a year earlier, with total revenue of $2.0 billion, up 22%. For the full year, EPS was $6.00 versus $1.26, and the company said it expects moderate purchase growth and a meaningful pickup in refinance activity in 2026, without giving numeric guidance.
Q4 2025 diluted EPS $2.05 vs. 69 cents a year earlier; adjusted EPS $1.99 vs. $1.35
Q4 total revenue $2.0 billion, up 22%; Title Insurance and Services pretax margin 14.9% vs. 7.9%
Full year 2025 diluted EPS $6.00 vs. $1.26; repurchased 2.1 million shares for $122 million
Annual dividend rate raised 2% to $2.20 per share; 2026 outlook gives no numeric targets
First American Financial Corp disclosed that director Martha Wyrsch retired from its Board of Directors on January 21, 2026. The filing gives no reason for the retirement and no information about a successor or any financial effect.
Martha Wyrsch retired from the Board of Directors on January 21, 2026.
The filing is an Item 5.02 board change disclosure; it names no replacement director.
The 8-K contains no financial results, guidance, or compensation terms.
First American Financial Corporation's board appointed Jeffrey J. Dailey as a director on November 4, 2025, and he has not yet been named to any board committee. Dailey was previously CEO of Farmers Group, Inc. for about a decade, and the filing describes his experience with large insurance businesses and digital transformation.
Board appointment effective November 4, 2025; no committee assignments yet
Dailey was CEO of Farmers Group, Inc. for a decade and led its acquisition and integration of MetLife's property and casualty business
He currently serves on the boards of Verisk Analytics, Inc. and Liberty Mutual Holding Company
Executive chairman Dennis J. Gilmore said Dailey's expertise will be invaluable for the company's digital transformation
First American Financial reported third quarter 2025 results on October 22, 2025, with total revenue of $2.0 billion, up 41% from a year earlier, and net income of $190 million, or $1.84 per diluted share, compared with a net loss of $104 million in the prior-year quarter. Adjusted EPS was $1.70 versus $1.34 a year earlier, and the company raised its annual common dividend by 2% to $2.20 per share.
Net income of $190 million, or $1.84 per diluted share, versus a net loss of $104 million, or $1.00 per share, in Q3 2024
Adjusted EPS of $1.70, compared with $1.34 in the third quarter of 2024
Title Insurance and Services adjusted pretax margin of 12.9%, versus 11.6% a year earlier
Annual dividend rate raised 2% to $2.20 per share; company repurchased 597,726 shares for $34 million
First American Financial reported second-quarter 2025 total revenue of $1.8 billion, up 14% from a year earlier, and diluted earnings per share of $1.41 versus $1.11. Results include a $13 million one-time executive separation expense, and the board approved a new $300 million share repurchase authorization in July.
Total revenue of $1.8 billion, up 14% from the second quarter of 2024
Diluted EPS of $1.41 vs. $1.11; adjusted EPS of $1.53 vs. $1.27
Includes a $13 million one-time executive separation expense (12 cents per diluted share)
Repurchased 1,044,058 shares for $61 million in the quarter; board approved a new $300 million authorization in July
At its May 13, 2025 annual meeting, First American Financial's stockholders elected three Class III directors and approved an amended and restated 2020 Incentive Compensation Plan, an officer exculpation charter amendment, and a non-binding proposal on simple majority voting. The restated charter took effect May 14, 2025, and the amended plan authorizes up to 8,425,000 shares, less certain shares granted under the prior 2010 plan.
Class III directors Reginald H. Gilyard, Parker S. Kennedy and Mark C. Oman were elected to three-year terms.
Officer exculpation charter amendment: 75,266,631.965 votes for and 7,845,982.058 against.
Amended 2020 Incentive Compensation Plan: 81,403,269.945 votes for and 1,615,727.494 against; the plan authorizes up to 8,425,000 shares.
Non-binding simple majority voting proposal was approved with 71,492,554.728 votes for and 11,620,398.904 against.
First American Financial reported first-quarter 2025 results, with total revenue of $1.6 billion, up 11% from a year earlier, and net income of $74.2 million, or 71 cents per diluted share, compared with 45 cents in the first quarter of 2024. Adjusted EPS was 84 cents, and management said it expects earnings to grow as the mortgage origination market recovers, though it gave no numeric guidance.
Net income of $74.2 million, or 71 cents per diluted share, vs. $46.7 million, or 45 cents, a year earlier
Adjusted EPS of 84 cents; net investment losses of $11 million (8 cents per share) reduced GAAP results
Total revenue of $1.6 billion, up 11%; Title Insurance and Services pretax margin of 7.2% (7.9% adjusted)
Mark Seaton was appointed chief executive officer in April; results call set for Thursday, April 24, 2025, at 11 a.m. EDT
First American Financial Corporation said Chief Executive Officer Kenneth D. DeGiorgio left the company and its board, effective April 10, 2025, and his employment was terminated without cause. The board promoted Chief Financial Officer Mark E. Seaton to CEO and appointed him a director, and promoted Treasurer Matthew F. Wajner to CFO, both effective the same day.
Kenneth D. DeGiorgio ceased to serve as CEO and director effective April 10, 2025; his employment was terminated without cause
Mark E. Seaton, 47, was promoted to CEO and appointed a director effective April 10, 2025; he had been CFO since 2013
Matthew F. Wajner, 49, was promoted to CFO effective April 10, 2025; he had been Vice President, Treasurer since 2020
DeGiorgio may receive compensation under his February 18, 2025 employment agreement, subject to an effective release of claims
First American Financial reported fourth-quarter 2024 net income of $72 million, or $0.69 per diluted share, up from $0.33 a year earlier, on total revenue of $1.7 billion, up 18 percent. For the full year, revenue rose 2 percent to $6.1 billion, but GAAP diluted EPS fell to $1.26 from $2.07, mainly due to $402 million of full-year net investment losses, while adjusted EPS rose to $4.40 from $3.80.
Q4 2024 diluted EPS was $0.69 versus $0.33 in Q4 2023; adjusted EPS was $1.35 versus $0.69
Q4 net investment losses were $86 million, or $0.61 per diluted share, versus $42 million a year earlier
Full-year 2024 net investment losses were $402 million, or $2.91 per diluted share, mainly from the strategic investment portfolio rebalancing project
Board raised the common stock dividend by 2 percent to an annual rate of $2.16 per share; full-year operating cash flow was $897 million
First American Financial Corporation reported a third-quarter 2024 net loss of $104 million, or $1.00 per diluted share, compared with a net loss of $2 million, or 2 cents per share, a year earlier. Total revenue fell 5 percent to $1.4 billion, mainly because of $312 million in net investment losses tied to an investment portfolio rebalancing project. Adjusted earnings rose to $1.34 per diluted share from $1.22, and management said it is cautiously optimistic about 2025.
Net loss of $104 million, or $1.00 per diluted share, versus $2 million, or 2 cents, in Q3 2023
Adjusted EPS of $1.34, up from $1.22; total revenue of $1.4 billion, down 5 percent
Net investment losses of $312 million, or $2.28 per diluted share, mainly from the portfolio rebalancing
Common stock dividend raised 2 percent to an annual rate of $2.16 per share
First American Financial Corporation issued $450 million of 5.450% Senior Notes due September 30, 2034, under an existing indenture and a fifth supplemental indenture dated September 30, 2024. The notes are general senior unsecured obligations of the parent company, not guaranteed by its subsidiaries, so the issuance adds $450 million of debt ranking alongside its other senior unsecured debt.
Principal: $450 million aggregate, 5.450% Senior Notes due September 30, 2034
Interest payable semi-annually on March 30 and September 30, starting March 30, 2025
Redeemable before June 30, 2034 at a make-whole price; at par plus accrued interest on or after that date
Holders of at least 25% of principal, or the trustee, may accelerate the notes after certain defaults
First American Financial Corporation entered into an underwriting agreement on September 23, 2024 to sell $450 million of 5.450% Senior Notes due 2034. The offering is expected to close on September 30, 2024, and the company plans to use the net proceeds to repay its 4.60% Senior Notes due 2024 and for general corporate purposes.
Principal amount: $450 million of 5.450% Senior Notes due 2034
Underwriting agreement dated September 23, 2024 with J.P. Morgan Securities LLC, Goldman Sachs & Co. LLC and PNC Capital Markets LLC as representatives
Expected closing date: September 30, 2024, subject to customary conditions
Proceeds to repay 4.60% Senior Notes due 2024 at maturity and for general corporate purposes
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