Every material Form 8-K First American Financial filed with the SEC in 2026, 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.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every First American Financial filing is on SEC EDGAR ↗. 8-K briefs of other companies →