secwatch.observer — SEC 8-K summary
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Issuer:     First American Financial Corp (FAF)
CIK:        0001472787
Form:       8-K
Filed at:   2026-10-21T20:15:15+00:00
Accession:  0001193125-26-427848
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

First American Q3 2026 adjusted EPS $1.78 vs $1.70; revenue $2.08B up 5%; dividend raised 11%
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- GAAP net income $177.0M, or $1.72 per diluted share, vs $190M/$1.84 a year ago; adjusted net income $183.4M, or $1.78 per share.
- Total revenue $2,084.6M, up 5% YoY (adjusted up 7%); commercial revenue $297.4M up 21%; investment income $169M up 11%.
- Title segment pretax margin 12.4% (12.7% adjusted) vs 12.9%; U.S. direct open orders 175,600 vs 191,300, closed 134,900 vs 141,800.
- Home Warranty pretax income $11.3M, down 30%, margin 9.9% vs 14.1% on higher direct-to-consumer marketing spend; revenue flat at $114.7M.
- Dividend raised 11% to $2.44 annual rate; Q3 buybacks 23,149 shares for $1M at $64.24, plus 143,254 shares for $9M in Q4 through Oct 21.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1472787/000119312526427848/0001193125-26-427848-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1472787/000119312526427848/faf-20261021.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-427848

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