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 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.

• 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.

• 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 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