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AI brief of an SEC Form 8-K · First American Financial (FAF)

First American Financial Q4 EPS $2.05 vs. 69 cents; revenue up 22% to $2.0 billion

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyFirst American Financial (FAF)
Form8-K, current report
Filed with the SECFeb 11, 2026, 4:15 PM ET
Accession number0001193125-26-046587

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:57 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 11, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.