Recent 8-K filings for FAF

• May 15, 2026, 4:15 PM ET other material materiality 0.65 neutral item 3.03item 5.03item 5.07item 9.01 ◈ Governance Changes ×2

  FAF shareholders eliminate supermajority voting, declassify board; annual elections by 2029

  Eliminated 66 2/3% supermajority voting requirements for director removal and charter/bylaw amendments.

• April 29, 2026, 7:59 PM ET other material materiality 0.40 neutral item 5.02item 9.01

  First American Executive Chairman Gilmore cancels 12,980 RSUs and 12,980 PRSUs for no consideration

  Dennis J. Gilmore voluntarily cancelled 12,980 unvested RSUs and 12,980 unvested PRSUs granted June 20, 2025.

• April 22, 2026, 7:59 PM ET earnings materiality 0.95 positive item 2.02item 9.01 ◈ Earnings Releases

  First American Financial Q1 2026 Revenue $1.8B, EPS $1.21, Adjusted EPS $1.33

  Total revenue $1.8 billion, up 16% YoY; net income $125.1M, EPS $1.21 per diluted share.

• February 11, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  First American Q4 adjusted EPS $1.99, revenue $2.0B (+22% YoY); full-year EPS $6.00

  Q4 2025 net income $212M ($2.05 diluted EPS) vs $72M ($0.69) a year ago; adjusted EPS $1.99.

• January 21, 2026, 6:59 PM ET leadership materiality 0.20 neutral item 5.02

  Martha Wyrsch retires from First American Financial board

  Martha Wyrsch retired from the Board of Directors on January 21, 2026.

• November 4, 2025, 6:59 PM ET leadership materiality 0.15 neutral item 5.02item 9.01

  First American appoints Jeffrey J. Dailey to board of directors

  Jeffrey J. Dailey appointed to Board of Directors effective Nov 4, 2025.

• October 22, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  First American Q3 net income $190M ($1.84 EPS); raises dividend 2% to $2.20 annual

  Net income $189.6M ($1.84 diluted EPS) vs net loss $104M last year; adjusted EPS $1.70.

• July 23, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  First American Financial Q2 EPS $1.41 ($1.53 adj); revenue $1.8B, +14% YoY; new $300M buyback

  Net income $146M ($1.41 diluted EPS); adjusted net income $158M ($1.53 adj EPS) vs $116M ($1.11) a year ago.

• May 23, 2025, 7:59 PM ET leadership materiality 0.50 neutral item 5.02

  First American sets CEO Seaton base salary at $1M, CFO Wajner at $625K, plus incentive awards

  CEO Mark Seaton base salary raised from $725K to $1M, annual cash/RSU bonus targets each increased to $1.8M.

• May 16, 2025, 7:59 PM ET other materiality 0.30 neutral item 5.02item 5.03item 5.07item 9.01

  First American stockholders approve officer exculpation amendment and incentive plan share increase to 8.425M

  Stockholders approved amendment to Certificate of Incorporation to extend officer exculpation to fullest extent allowed by Delaware law.

• April 23, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  First American Financial Q1 earnings beat: net income $74.2M, EPS $0.71, revenue up 11%

  Net income $74.2M ($0.71 diluted EPS) vs $46.7M ($0.45) YoY; adjusted net income $87.9M ($0.84 EPS).

• April 15, 2025, 7:59 PM ET leadership materiality 0.65 neutral item 5.02item 9.01 ◈ executive_change ×3

  First American Financial appoints Seaton as CEO, Wajner as CFO; DeGiorgio out without cause

  CFO Mark Seaton promoted to CEO effective April 10, 2025; had been CFO since 2013.

• February 12, 2025, 6:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  FAF Q4 EPS $0.69 ($1.35 adj), revenue $1.7B +18% YoY; FY EPS $1.26 ($4.40 adj)

  Q4 GAAP net income $72.4M ($0.69/dil) vs $34.1M ($0.33) last year; adjusted $141.6M ($1.35).

• October 23, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  First American Q3 GAAP loss $1.00/sh (adj. $1.34); net investment losses $312M; rebalancing for $67M/yr income

  Net loss of $104M ($1.00 diluted loss); adjusted net income $138M ($1.34 EPS) vs. $1.22 last year.

• September 30, 2024, 7:59 PM ET debt materiality 0.50 neutral item 1.01item 2.03item 8.01item 9.01

  First American Financial issues $450M 5.450% Senior Notes due 2034

  Issued $450 million aggregate principal of 5.450% Senior Notes due 2034.

• September 24, 2024, 7:59 PM ET debt materiality 0.50 neutral item 1.01item 9.01

  First American Financial Corp issues $450M of 5.450% Senior Notes due 2034

  Issued $450M aggregate principal of 5.450% Senior Notes due 2034.

• September 10, 2024, 7:59 PM ET leadership materiality 0.15 neutral item 5.02item 9.01 ◈ executive_change

  First American Financial appoints Deborah L. Wahl to Board of Directors

  Deborah L. Wahl appointed to board effective Sept. 10, 2024; no committee assignments yet.

• September 9, 2024, 7:59 PM ET other material materiality 0.75 neutral item 7.01

  First American records $342M pre-tax loss on debt securities sale; expects annual interest income up $60-70M

  Recorded pre-tax realized investment loss of $342 million from sale of debt securities in Q3 2024.

• July 24, 2024, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  First American Q2 net income $116M ($1.11/diluted); revenue $1.6B, down 2% YoY

  Q2 total revenue $1.6B (-2% YoY); net income $116M ($1.11 diluted EPS) vs $138.5M ($1.33) last year.

• May 28, 2024, 7:59 PM ET cyber materiality 0.65 negative item 5.07item 7.01

  First American Financial concludes cyber probe; ~44,000 individuals affected

  Investigation of unauthorized IT system activity concluded; personal data of ~44,000 individuals potentially accessed.

• April 24, 2024, 7:59 PM ET earnings materiality 0.60 negative item 2.02item 9.01 ◈ Earnings Releases

  First American Q1 adjusted EPS $0.45 vs $0.57 YoY; revenue $1.4B down 1%

  GAAP net income $46.7M ($0.45 diluted EPS); adjusted net income $46.9M ($0.45).

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.95 · Median 0.65 · Most common event earnings

6 positive 2 negative 13 neutral

source · FAF on sec.gov