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First American Q3 Profit Drops, Unit Faces Lawsuit

Santa Ana-based First American Corp. on Thursday said its third-quarter profit dropped 48%, due to declining revenue in its core title insurance business.

The company said net income fell to $46.6 million from $90.4 million a year earlier. Revenue fell 6% to $2.1 billion but beat analysts’ expectations of about $2 billion.

“Sharp declines in mortgage originations created a challenging operating environment,” Chief Executive Parker Kennedy said.

The earnings report came the same day that New York Attorney General Andrew Cuomo said that he has sued the company, alleging that one of its business units colluded with Washington Mutual Inc. to inflate the appraisal values of homes.

The lawsuit was filed in New York Supreme Court. Washington Mutual was not named as a defendant in the case, which targets First American subsidiary eAppraiseIT.

“First American helped set the current mortgage crisis in motion,” Cuomo said in a statement.

The lawsuit adds another distraction to First American’s already busy plate. The company said in its earnings release that it expects to see continued weakness in real estate and mortgages, which will impact its title, flood certification, appraisal and mortgage data businesses. As a result, it plans to focus on cutting expenses in the short-term.

Revenues for the company’s core title insurance segment declined 9% to $1.4 billion in the quarter, a result of declining mortgage originations. Title insurers provide insurance to protect homeowners against property claims.

The company is working hard to cut costs in this segment, and has reduced staff by some 2,000 people in the quarter, Kennedy said. The average revenue per title order increased to $1,737, or 7%, compared to a year ago.

First American said it expects to pay $7.2 million of an estimated maximum $20 million of insurance claims from the recent California wildfires. Reinsurance carriers will cover the rest.

Shares of the company were largely unchanged on the news in early Thursday trading. The compnay counts a market value of about $2.9 billion.

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Mark Mueller
Mark Mueller
Mark is the former Editor-in-Chief and current Community Editor of the Orange County Business Journal, one of the premier regional business newspapers in the country. He’s the fifth person to hold the editor’s position in the paper’s long history. He oversees a staff of about 15 people. The OCBJ is considered a must-read for area business executives. The print edition of the paper is the primary source of local news for most of the Business Journal’s subscribers, which includes most of OC’s major corporate and community players. Mark’s been with the paper since 2005, and long served as the real estate reporter for the paper, breaking hundreds of commercial and residential real estate stories. He took on the editor’s position in 2018.
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