First American Financial Corp · Brief

Next report

101 days

Feb 10 · after closeest.Q4 FY26

Expected move

No implied move.

2 reportsHistory

—≥ implied

Q2 FY26—▲+8.95%—

Q3 FY26—▼−2.09%—

quarterimplied−10%0+10%realized×

Q3 FY26—▼−2.09%—

Q2 FY26—▲+8.95%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Feb 10 report · est.

Bull2 of 4

472managers reporting a position in the latest quarterly filings13F · Jun 30 '26

+1.97%change in shares held by the ten largest reporting managers over the latest quarter13F · Jun 30 '26

Bear2

6 of 23of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

0.19%of assets in the largest tracked fund holdingN-PORT · Jun 30 '26

AI captions · Oct 26 '26once per report · top 2 per case

FAF report session

No linked exposure.

Oct 21impliedImplied move: ±7.4% into Oct 21 earnings (Oct 21 close).Source

Oct 12impliedImplied move: ±8.1% into Oct 26 earnings (Oct 12 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.